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Virtus Investment Advisers, LLC

Q1 2024 · 13F-HR

Virtus Investment Advisers, LLCholdings as filed

Filed 2024-05-16 · accession 0001512805-24-000011

$139.9M
Reported value
347
Positions
2024-03-31
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
72201R643EMNTPIMCO ETF TR$6.8M4.84%68,690CommonSHARED
92790A702VCLNVIRTUS ETF TR II$4.3M3.04%244,000CommonSHARED
594918104MSFTMICROSOFT CORP$3.2M2.26%7,498CommonSHARED
67066G104NVDANVIDIA CORPORATION$3.1M2.19%3,389CommonSHARED
45104G104IBNICICI BANK LIMITED$2.9M2.07%109,438CommonSHARED
92763W103VIPSVIPSHOP HLDGS LTD$2.8M1.98%167,106CommonSHARED
037833100AAPLAPPLE INC$2.3M1.64%13,392CommonSHARED
87724P106TMHCTAYLOR MORRISON HOME CORP$1.9M1.36%30,544CommonSHARED
068463108BBSIBARRETT BUSINESS SVCS INC$1.8M1.26%13,928CommonSHARED
86800U104SMCIUSDSUPER MICRO COMPUTER INC$1.7M1.21%1,681CommonSHARED
47103N106JBIJANUS INTERNATIONAL GROUP IN$1.7M1.21%112,067CommonSHARED
74112D101PBHPRESTIGE CONSMR HEALTHCARE I$1.6M1.16%22,363CommonSHARED
781846209RUSHARUSH ENTERPRISES INC$1.6M1.16%30,291CommonSHARED
93627C101HCCWARRIOR MET COAL INC$1.6M1.14%26,162CommonSHARED
09239B109BLBLACKLINE INC$1.5M1.10%23,851CommonSHARED
047649108ATKRATKORE INC$1.5M1.07%7,898CommonSHARED
498894104KNFKNIFE RIVER CORP$1.5M1.05%18,146CommonSHARED
46429B614SMINISHARES TR$1.4M0.98%19,463CommonSHARED
204166102CVLTCOMMVAULT SYS INC$1.4M0.97%13,316CommonSHARED
09739D100BCCBOISE CASCADE CO DEL$1.3M0.94%8,611CommonSHARED
405024100HAEHAEMONETICS CORP MASS$1.2M0.83%13,662CommonSHARED
035255108ANIKANIKA THERAPEUTICS INC$1.2M0.83%45,579CommonSHARED
402635502GPORGULFPORT ENERGY CORP$1.1M0.80%7,008CommonSHARED
92337F107VCYTVERACYTE INC$1.1M0.79%49,815CommonSHARED
03820C105AITAPPLIED INDL TECHNOLOGIES IN$1.1M0.79%5,583CommonSHARED
86272C103STRASTRATEGIC ED INC$1.1M0.78%10,534CommonSHARED
404251100HNIHNI CORP$1.1M0.77%24,000CommonSHARED
03073E105CORCENCORA INC$1.1M0.76%4,362CommonSHARED
256163106DOCUDOCUSIGN INC$1.1M0.75%17,670CommonSHARED
629209305NMIHNMI HLDGS INC$1.0M0.74%32,106CommonSHARED
000899104ADMAADMA BIOLOGICS INC$1.0M0.74%157,268CommonSHARED
030506109AMWDAMERICAN WOODMARK CORPORATIO$1.0M0.73%10,076CommonSHARED
868459108SUPNSUPERNUS PHARMACEUTICALS INC$994,2380.71%29,148CommonSHARED
562750109MANHMANHATTAN ASSOCIATES INC$980,6510.70%3,919CommonSHARED
199908104FIXCOMFORT SYS USA INC$967,4270.69%3,045CommonSHARED
29084Q100EMEEMCOR GROUP INC$946,9410.68%2,704CommonSHARED
410120109HWCHANCOCK WHITNEY CORPORATION$921,4450.66%20,014CommonSHARED
745867101PHMPULTE GROUP INC$918,4010.66%7,614CommonSHARED
02079K305GOOGLALPHABET INC$874,6390.63%5,795CommonSHARED
76680R206RNGRINGCENTRAL INC$868,5000.62%25,000CommonSHARED
00182C103ANIPANI PHARMACEUTICALS INC$851,6120.61%12,319CommonSHARED
88362T103THRTHERMON GROUP HLDGS INC$837,5670.60%25,598CommonSHARED
02376R102AALAMERICAN AIRLS GROUP INC$837,4350.60%54,556CommonSHARED
125523100CITHE CIGNA GROUP$833,8840.60%2,296CommonSHARED
58933Y105MRKMERCK & CO INC$804,7630.58%6,099CommonSHARED
90278Q108UFPIUFP INDUSTRIES INC$795,5060.57%6,467CommonSHARED
929566107WNCWABASH NATL CORP$791,1350.57%26,424CommonSHARED
98421M106XRXXEROX HOLDINGS CORP$785,9350.56%43,907CommonSHARED
243537107DECKDECKERS OUTDOOR CORP$752,0670.54%799CommonSHARED
459200101IBMINTERNATIONAL BUSINESS MACHS$744,5530.53%3,899CommonSHARED
783549108RRYDER SYS INC$739,8900.53%6,156CommonSHARED
759351604RGAREINSURANCE GRP OF AMERICA I$732,9440.52%3,800CommonSHARED
191098102COKECOCA COLA CONS INC$718,6020.51%849CommonSHARED
75700L108RRRRED ROCK RESORTS INC$690,5020.49%11,543CommonSHARED
71363P106PRDOPERDOCEO ED CORP$688,4220.49%39,204CommonSHARED
733174700BPOPPOPULAR INC$669,4840.48%7,600CommonSHARED
36251C103GMS1EURGMS INC$659,8680.47%6,779CommonSHARED
98956A105ZETAZETA GLOBAL HOLDINGS CORP$641,3400.46%58,677CommonSHARED
18538R103CLWCLEARWATER PAPER CORP$639,3330.46%14,620CommonSHARED
896442308TRINTRINITY CAP INC$638,0070.46%43,461CommonSHARED
74624M102PPURE STORAGE INC$635,2140.45%12,218CommonSHARED
147528103CASYCASEYS GEN STORES INC$626,3910.45%1,967CommonSHARED
540424108LLOEWS CORP$614,5770.44%7,850CommonSHARED
743312100PRGSPROGRESS SOFTWARE CORP$604,0020.43%11,330CommonSHARED
30303M102METAMETA PLATFORMS INC$601,1480.43%1,238CommonSHARED
98985Y108ZYMEZYMEWORKS INC$592,9390.42%56,363CommonSHARED
740367404PFBCPREFERRED BK LOS ANGELES CA$586,3690.42%7,638CommonSHARED
749607107RLIRLI CORP$583,9330.42%3,933CommonSHARED
16359R103CHECHEMED CORP NEW$574,5270.41%895CommonSHARED
171340102CHDCHURCH & DWIGHT CO INC$573,7050.41%5,500CommonSHARED
35905A109FTDRFRONTDOOR INC$570,9320.41%17,524CommonSHARED
022671101AMALAMALGAMATED FINANCIAL CORP$566,4000.40%23,600CommonSHARED
800422107JBSSSANFILIPPO JOHN B & SON INC$554,9150.40%5,239CommonSHARED
64125C109NBIXNEUROCRINE BIOSCIENCES INC$549,6110.39%3,985CommonSHARED
26969P108EXPEAGLE MATLS INC$543,5000.39%2,000CommonSHARED
60855R100MOHMOLINA HEALTHCARE INC$527,0950.38%1,283CommonSHARED
78648T100SAFTSAFETY INS GROUP INC$521,4960.37%6,345CommonSHARED
38173M102GBDCGOLUB CAP BDC INC$518,6230.37%31,186CommonSHARED
531229771FWONALIBERTY MEDIA CORP DEL$512,3300.37%8,722CommonSHARED
172908105CTASCINTAS CORP$509,7760.36%742CommonSHARED
67103H107ORLYOREILLY AUTOMOTIVE INC$488,8050.35%433CommonSHARED
023135106AMZNAMAZON COM INC$486,6650.35%2,698CommonSHARED
91529Y106UNMUNUM GROUP$483,2080.35%9,005CommonSHARED
55336V100MPLXMPLX LP$482,0960.34%11,600CommonSHARED
18467V109YOUCLEAR SECURE INC$481,0640.34%22,617CommonSHARED
776696106ROPROPER TECHNOLOGIES INC$480,0790.34%856CommonSHARED
55825T103MSGSMADISON SQUARE GRDN SPRT COR$478,2760.34%2,592CommonSHARED
45827U109INTAINTAPP INC$474,6090.34%13,837CommonSHARED
92552R406PRSUVIAD CORP$470,3650.34%11,911CommonSHARED
343498101FLOFLOWERS FOODS INC$469,0150.34%19,748CommonSHARED
552848103MTGMGIC INVT CORP WIS$468,9790.34%20,974CommonSHARED
466032109JJSFJ & J SNACK FOODS CORP$465,1940.33%3,218CommonSHARED
451107106IDAIDACORP INC$464,9140.33%5,005CommonSHARED
931142103WMTWALMART INC$463,5500.33%7,704CommonSHARED
38526M106LOPEGRAND CANYON ED INC$462,5690.33%3,396CommonSHARED
005098108GOLFACUSHNET HLDGS CORP$459,6720.33%6,970CommonSHARED
23918K108DVADAVITA INC$458,8780.33%3,324CommonSHARED
75737F108RDFNREDFIN CORP$451,5350.32%67,900CommonSHARED
48666K109KBHKB HOME$444,8430.32%6,276CommonSHARED
65473P105NINISOURCE INC$439,1850.31%15,878CommonSHARED
478160104JNJJOHNSON & JOHNSON$429,3280.31%2,714CommonSHARED
88162G103TTEKTETRA TECH INC NEW$420,4000.30%2,276CommonSHARED
14167L103CDNACAREDX INC$403,9560.29%38,145CommonSHARED
666807102NOCNORTHROP GRUMMAN CORP$402,0740.29%840CommonSHARED
589889104MMSIMERIT MED SYS INC$399,8840.29%5,279CommonSHARED
513272104LWLAMB WESTON HLDGS INC$398,3160.28%3,739CommonSHARED
76171L106REYNREYNOLDS CONSUMER PRODS INC$388,8730.28%13,616CommonSHARED
50155Q100KDKYNDRYL HLDGS INC$385,1520.28%17,700CommonSHARED
72814N104AGSPLAYAGS INC$382,2520.27%42,567CommonSHARED
14149Y108CAHCARDINAL HEALTH INC$377,5510.27%3,374CommonSHARED
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$376,3650.27%895CommonSHARED
58506Q109MEDPMEDPACE HLDGS INC$361,7140.26%895CommonSHARED
689648103OTTROTTER TAIL CORP$361,4980.26%4,184CommonSHARED
532457108LLYELI LILLY & CO$350,0820.25%450CommonSHARED
029899101AWRAMER STATES WTR CO$346,9690.25%4,803CommonSHARED
422806109HEIHEICO CORP NEW$341,5080.24%1,788CommonSHARED
00971T101AKAMAKAMAI TECHNOLOGIES INC$331,1740.24%3,045CommonSHARED
594972408MSTRMICROSTRATEGY INC$330,6850.24%194CommonSHARED
632307104NTRANATERA INC$326,1460.23%3,566CommonSHARED
002896207ANFABERCROMBIE & FITCH CO$322,3490.23%2,572CommonSHARED
29261A100EHCENCOMPASS HEALTH CORP$322,1450.23%3,901CommonSHARED
56585A102MPCMARATHON PETE CORP$319,1760.23%1,584CommonSHARED
91913Y100VLOVALERO ENERGY CORP$318,6780.23%1,867CommonSHARED
054540208ACLSAXCELIS TECHNOLOGIES INC$318,5010.23%2,856CommonSHARED
808625107SAICSCIENCE APPLICATIONS INTL CO$316,8480.23%2,430CommonSHARED
00724F101ADBEADOBE INC$314,8700.23%624CommonSHARED
90184D100TWSTTWIST BIOSCIENCE CORP$308,9270.22%9,004CommonSHARED
30161Q104EXELEXELIXIS INC$308,4900.22%13,000CommonSHARED
750236101RDNRADIAN GROUP INC$307,6560.22%9,192CommonSHARED
88033G407THCTENET HEALTHCARE CORP$305,8700.22%2,910CommonSHARED
92840M102VSTVISTRA CORP$298,0320.21%4,279CommonSHARED
03071H100AMSFAMERISAFE INC$295,9030.21%5,898CommonSHARED
69331C108PCGPG&E CORP$289,9980.21%17,303CommonSHARED
34354P105FLSFLOWSERVE CORP$285,9570.20%6,260CommonSHARED
45781M101INVAINNOVIVA INC$281,3000.20%18,458CommonSHARED
00287Y109ABBVABBVIE INC$274,9710.20%1,510CommonSHARED
109194100BFAMBRIGHT HORIZONS FAM SOL IN D$273,5380.20%2,413CommonSHARED
314211103FHIFEDERATED HERMES INC$272,6700.19%7,549CommonSHARED
416515104HIGHARTFORD FINL SVCS GROUP INC$272,0520.19%2,640CommonSHARED
292218104EIGEMPLOYERS HLDGS INC$271,7950.19%5,988CommonSHARED
37247D106GNWGENWORTH FINL INC$271,6160.19%42,242CommonSHARED
68389X105ORCLORACLE CORP$269,6850.19%2,147CommonSHARED
03209R103AMPHAMPHASTAR PHARMACEUTICALS IN$268,2460.19%6,109CommonSHARED
384802104GWWGRAINGER W W INC$264,4980.19%260CommonSHARED
86765K109SUNSUNOCO LP/SUNOCO FIN CORP$264,0700.19%4,380CommonSHARED
92826C839VVISA INC$263,7310.19%945CommonSHARED
30063P105EXKEXACT SCIENCES CORP$262,4280.19%3,800CommonSHARED
89346D107TACTRANSALTA CORP$261,8420.19%40,722CommonSHARED
00847J105AGYSAGILYSYS INC$261,3750.19%3,102CommonSHARED
74736L109QTWOQ2 HLDGS INC$260,5920.19%4,958CommonSHARED
128030202CALMCAL MAINE FOODS INC$259,3520.19%4,407CommonSHARED
948849104WMKWEIS MKTS INC$259,0170.19%4,022CommonSHARED
671044105OSISOSI SYSTEMS INC$256,5050.18%1,796CommonSHARED
86333M108LRNSTRIDE INC$252,2000.18%4,000CommonSHARED
37045V100GMGENERAL MTRS CO$249,4250.18%5,500CommonSHARED
913259107UTLUNITIL CORP$247,9820.18%4,737CommonSHARED
705573103PEGAPEGASYSTEMS INC$247,9590.18%3,836CommonSHARED
92346J108VCELVERICEL CORP$247,6150.18%4,760CommonSHARED
513847103MZTILANCASTER COLONY CORP$246,6640.18%1,188CommonSHARED
742718109PGPROCTER AND GAMBLE CO$244,9980.18%1,510CommonSHARED
59156R108METMETLIFE INC$244,5630.17%3,300CommonSHARED
62944T105NVRNVR INC$242,9990.17%30CommonSHARED
58155Q103MCKMCKESSON CORP$242,6560.17%452CommonSHARED
56035L104MAINMAIN STR CAP CORP$240,9970.17%5,094CommonSHARED
29530P102ERIEERIE INDTY CO$240,9420.17%600CommonSHARED
05684B107BCSFBAIN CAP SPECIALTY FIN INC$235,8430.17%15,041CommonSHARED
57638P104MBCMASTERBRAND INC$235,5810.17%12,571CommonSHARED
38147U107GSBDGOLDMAN SACHS BDC INC$232,2800.17%15,506CommonSHARED
885160101THOTHOR INDS INC$231,1600.17%1,970CommonSHARED
038222105AMATAPPLIED MATLS INC$230,9780.17%1,120CommonSHARED
115236101BROBROWN & BROWN INC$229,3550.16%2,620CommonSHARED
34964C106FBINFORTUNE BRANDS INNOVATIONS I$228,6090.16%2,700CommonSHARED
15135B101CNCCENTENE CORP DEL$226,0220.16%2,880CommonSHARED
053015103ADPAUTOMATIC DATA PROCESSING IN$225,2650.16%902CommonSHARED
427096508HTGCHERCULES CAPITAL INC$225,0350.16%12,197CommonSHARED
366651107ITGARTNER INC$222,1280.16%466CommonSHARED
620076307MSIMOTOROLA SOLUTIONS INC$221,8630.16%625CommonSHARED
09227Q100BLKBBLACKBAUD INC$221,8270.16%2,992CommonSHARED
257701201DGICADONEGAL GROUP INC$221,5030.16%15,665CommonSHARED
90384S303ULTAULTA BEAUTY INC$219,6100.16%420CommonSHARED
83200N103SMARGBPSMARTSHEET INC$219,2190.16%5,694CommonSHARED
880779103TEXTEREX CORP NEW$218,4450.16%3,392CommonSHARED
92243G108PCVXVAXCYTE INC$217,0890.16%3,178CommonSHARED
98419M100XYLXYLEM INC$216,0890.15%1,672CommonSHARED
92343V104VZVERIZON COMMUNICATIONS INC$214,8350.15%5,120CommonSHARED
124411109BYBYLINE BANCORP INC$212,4220.15%9,780CommonSHARED
12503M108CBOECBOE GLOBAL MKTS INC$209,4520.15%1,140CommonSHARED
03168L105AMRXAMNEAL PHARMACEUTICALS INC$209,1310.15%34,510CommonSHARED
74347M108PUMPPROPETRO HLDG CORP$207,1630.15%25,639CommonSHARED
457030104IMKTAINGLES MKTS INC$206,9590.15%2,699CommonSHARED
285512109EAELECTRONIC ARTS INC$204,3120.15%1,540CommonSHARED
880890108TXTERNIUM SA$202,3150.14%4,861CommonSHARED
127387108CDNSCADENCE DESIGN SYSTEM INC$200,1530.14%643CommonSHARED
16411R208LNGCHENIERE ENERGY INC$196,7620.14%1,220CommonSHARED
71742Q106PAHCPHIBRO ANIMAL HEALTH CORP$190,6400.14%14,744CommonSHARED
94106L109WMWASTE MGMT INC DEL$189,2770.14%888CommonSHARED
46625H100JPMJPMORGAN CHASE & CO$188,2820.13%940CommonSHARED
44952J104CRGYCRESCENT ENERGY COMPANY$186,4020.13%15,664CommonSHARED
46333X108IRWDIRONWOOD PHARMACEUTICALS INC$184,4170.13%21,173CommonSHARED
11135F101AVGOBROADCOM INC$182,9070.13%138CommonSHARED
07556Q881BZHBEAZER HOMES USA INC$180,7940.13%5,512CommonSHARED
88579Y101MMM3M CO$178,1980.13%1,680CommonSHARED
87165B103SYFSYNCHRONY FINANCIAL$176,7920.13%4,100CommonSHARED
103304101BYDBOYD GAMING CORP$175,9740.13%2,614CommonSHARED
26875P101EOGEOG RES INC$171,3060.12%1,340CommonSHARED
526107107LIILENNOX INTL INC$171,0660.12%350CommonSHARED
64110D104NTAPNETAPP INC$167,9520.12%1,600CommonSHARED
501044101KRKROGER CO$163,6200.12%2,864CommonSHARED
91324P102UNHUNITEDHEALTH GROUP INC$160,2830.11%324CommonSHARED
40637H109HALOHALOZYME THERAPEUTICS INC$159,7500.11%3,927CommonSHARED
446413106HIIHUNTINGTON INGALLS INDS INC$157,3940.11%540CommonSHARED
827048109SLGNSILGAN HLDGS INC$154,9060.11%3,190CommonSHARED
704326107PAYXPAYCHEX INC$149,8160.11%1,220CommonSHARED
03940R107ARCH1USDARCH RESOURCES INC$149,0520.11%927CommonSHARED
37946R109GLPGLOBAL PARTNERS LP$147,0310.11%3,313CommonSHARED
87357P100TCMDTACTILE SYS TECHNOLOGY INC$146,2660.10%9,001CommonSHARED
88160R101TSLATESLA INC$145,3780.10%827CommonSHARED
690742101OCOWENS CORNING NEW$143,4480.10%860CommonSHARED
154760409CPFCENTRAL PAC FINL CORP$141,5880.10%7,169CommonSHARED
90346E103SLCAUSDU S SILICA HLDGS INC$140,8290.10%11,348CommonSHARED
282914100EGHT8X8 INC NEW$139,3200.10%51,600CommonSHARED
31620M106FISFIDELITY NATL INFORMATION SV$135,0080.10%1,820CommonSHARED
209115104EDCONSOLIDATED EDISON INC$134,0360.10%1,476CommonSHARED
42222N103HSTMHEALTHSTREAM INC$133,7000.10%5,015CommonSHARED
29978A104EVBGEUREVERBRIDGE INC$133,0850.10%3,821CommonSHARED
82489T104SWAVUSDSHOCKWAVE MED INC$131,2290.09%403CommonSHARED
018522300AEBAALLETE INC$130,9690.09%2,196CommonSHARED
04963C209ATRCATRICURE INC$127,9160.09%4,205CommonSHARED
437076102HDHOME DEPOT INC$125,0540.09%326CommonSHARED
19239V302CCOICOGENT COMMUNICATIONS HLDGS$124,5190.09%1,906CommonSHARED
900450206TBCHTURTLE BEACH CORP$122,4040.09%7,100CommonSHARED
872540109TJXTJX COS INC NEW$121,7040.09%1,200CommonSHARED
095306106BLBDBLUE BIRD CORP$120,4640.09%3,142CommonSHARED
92915B106VYGRVOYAGER THERAPEUTICS INC$117,7530.08%12,648CommonSHARED
42225T107HCATHEALTH CATALYST INC$115,1860.08%15,297CommonSHARED
609207105MDLZMONDELEZ INTL INC$113,2600.08%1,618CommonSHARED
79466L302CRMSALESFORCE INC$113,2440.08%376CommonSHARED
086516101BBYBEST BUY INC$113,2010.08%1,380CommonSHARED
890516107TRTOOTSIE ROLL INDS INC$112,3930.08%3,509CommonSHARED
163092109CHGGCHEGG INC$109,2730.08%14,435CommonSHARED
14888U101CPRXCATALYST PHARMACEUTICALS INC$107,0050.08%6,713CommonSHARED
439038100HOFTHOOKER FURNISHINGS CORPORATI$105,6440.08%4,400CommonSHARED
099502106BAHBOOZ ALLEN HAMILTON HLDG COR$105,2440.08%709CommonSHARED
191216100KOCOCA COLA CO$104,3730.07%1,706CommonSHARED
72147K108PPCPILGRIMS PRIDE CORP$102,9600.07%3,000CommonSHARED
693718108PCARPACCAR INC$100,3510.07%810CommonSHARED
635017106FIZZNATIONAL BEVERAGE CORP$99,6660.07%2,100CommonSHARED
718546104PSXPHILLIPS 66$99,6370.07%610CommonSHARED
92345Y106VRSKVERISK ANALYTICS INC$97,1210.07%412CommonSHARED
369604301GEGENERAL ELECTRIC CO$95,3130.07%543CommonSHARED
89421Q205TZOOTRAVELZOO$92,3940.07%9,076CommonSHARED
697435AF2PANW 0.375 06/01/25PALO ALTO NETWORKS INC$91,3280.07%32,000CommonSOLE
149123101CATCATERPILLAR INC$89,0420.06%243CommonSHARED
05968L102CIBEURBANCOLOMBIA S A$88,9720.06%2,600CommonSHARED
780153BQ4RCL 6 08/15/25ROYAL CARIBBEAN GROUP$85,2600.06%30,000CommonSOLE
189054109CLXCLOROX CO DEL$84,8230.06%554CommonSHARED
571748102MRSHMARSH & MCLENNAN COS INC$83,2160.06%404CommonSHARED
81762P102NOWSERVICENOW INC$80,8140.06%106CommonSHARED
09857LAN8BKNG 0.75 05/01/25BOOKING HOLDINGS INC$79,1300.06%41,000CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$78,6250.06%813CommonSHARED
09627Y1092655787DBLUEPRINT MEDICINES CORP$71,9040.05%758CommonSHARED
443573AD2HUBS 0.375 06/01/25HUBSPOT INC$71,7440.05%32,000CommonSOLE
98980GAB8ZS 0.125 07/01/25ZSCALER INC$69,4850.05%51,000CommonSOLE
723787AP2PXD 0.25 05/15/25PIONEER NAT RES CO$68,6540.05%24,000CommonSOLE
747525103QCOMQUALCOMM INC$62,6410.04%370CommonSHARED
05464CAB7AXON 0.5 12/15/27AXON ENTERPRISE INC$61,0280.04%42,000CommonSOLE
23804LAB9DDOG 0.125 06/15/25DATADOG INC$56,3600.04%40,000CommonSOLE
494368103KMBKIMBERLY-CLARK CORP$55,6210.04%430CommonSHARED
67059NAH1NTNX 0.25 10/01/27NUTANIX INC$52,6750.04%43,000CommonSOLE
98980G102ZSZSCALER INC$52,3950.04%272CommonSHARED
45667GAG8INFN 3.75 08/01/28INFINERA CORP$50,8840.04%46,000CommonSOLE
60937PAD8MDB 0.25 01/15/26MONGODB INC$50,7700.04%29,000CommonSOLE
949746804WFC 7.5 PERP LWELLS FARGO CO NEW$49,9930.04%41CommonSHARED
122017AB2BURL 2.25 04/15/25BURLINGTON STORES INC$49,1150.04%42,000CommonSOLE
19459JAC8COLL 2.875 02/15/29COLLEGIUM PHARMACEUTICAL INC$48,5360.03%39,000CommonSOLE
84921RAB6SPOT 0 03/15/26SPOTIFY USA INC$47,7360.03%52,000CommonSOLE
62886HBK6NCLH 2.5 02/15/27NCL CORP LTD$47,4570.03%49,000CommonSOLE
62886HBD2NCLH 1.125 02/15/27NCL CORP LTD$47,1550.03%50,000CommonSOLE
64125CAD1NEUROCRINE BIOSCIENCES INC$46,8990.03%26,000CommonSOLE
92343XAC4VRNT 0.25 04/15/26VERINT SYSTEMS INC$46,8750.03%50,000CommonSOLE
71375UAF8PRFT 0.125 11/15/26PERFICIENT INC$46,5380.03%54,000CommonSOLE
29355AAK3ENPH 0 03/01/28ENPHASE ENERGY INC$46,3370.03%54,000CommonSOLE
86333MAA6LRN 1.125 09/01/27STRIDE INC$46,2880.03%35,000CommonSOLE
501812AB7LCII 1.125 05/15/26LCI INDS$46,1540.03%47,000CommonSOLE
30063PAC9EXAS 0.375 03/01/28EXACT SCIENCES CORP$46,0950.03%50,000CommonSOLE
62957HAL9NBR 1.75 06/15/29NABORS INDS INC$45,9030.03%61,000CommonSOLE
26210CAD6DBX 0 03/01/28DROPBOX INC$45,7230.03%49,000CommonSOLE
29786AAJ5ETSY 0.125 10/01/26ETSY INC$45,4510.03%43,000CommonSOLE
08265TAB5BSY 0.125 01/15/26BENTLEY SYS INC$45,1590.03%45,000CommonSOLE
08265TAD1BSY 0.375 07/01/27BENTLEY SYS INC$44,8420.03%50,000CommonSOLE
45784PAK7PODD 0.375 09/01/26INSULET CORP$44,6990.03%43,000CommonSOLE
02043QAB3ALNY 1 09/15/27ALNYLAM PHARMACEUTICALS INC$44,1740.03%47,000CommonSOLE
29786AAN6ETSY 0.25 06/15/28ETSY INC$44,1000.03%56,000CommonSOLE
09239BAB5BL 0.125 08/01/24BLACKLINE INC$43,8470.03%43,000CommonSOLE
704551AD2BTU 3.25 03/01/28PEABODY ENGR CORP$43,7260.03%31,000CommonSOLE
925550AH8VIAV 1.625 03/15/26VIAVI SOLUTIONS INC$43,6500.03%45,000CommonSOLE
26210CAC8DBX 0 03/01/26DROPBOX INC$43,6080.03%46,000CommonSOLE
29786AAL0ETSY 0.125 09/01/27ETSY INC$43,5190.03%52,000CommonSOLE
338307AD3FIVN 0.5 06/01/25FIVE9 INC$43,3000.03%46,000CommonSOLE
30212PBE4EXPE 0 02/15/26EXPEDIA GROUP INC$43,2870.03%47,000CommonSOLE
46333XAF5IRONWOOD PHARMACEUTICALS INC$41,6590.03%42,000CommonSOLE
05988JAD5BAND 0.5 04/01/28BANDWIDTH INC$41,5800.03%58,000CommonSOLE
743312AB6PRGS 1 04/15/26PROGRESS SOFTWARE CORP$41,4000.03%40,000CommonSOLE
82452JAB5FOUR 0 12/15/25SHIFT4 PMTS INC$40,6600.03%38,000CommonSOLE
45867GAD3IDCC 3.5 06/01/27INTERDIGITAL INC$40,1420.03%28,000CommonSOLE
02376RAF9AAL 6.5 07/01/25AMERICAN AIRLINES GROUP INC$39,4060.03%34,000CommonSOLE
05988JAB9BAND 0.25 03/01/26BANDWIDTH INC$38,6100.03%44,000CommonSOLE
405024AB6HAE 0 03/01/26HAEMONETICS CORP MASS$37,6420.03%41,000CommonSOLE
76680RAH0RNG 0 03/15/26RINGCENTRAL INC$37,6320.03%42,000CommonSOLE
011642AB1ALRM 0 01/15/26ALARM COM HLDGS INC$37,5360.03%41,000CommonSOLE
15677JAD0DAY 0.25 03/15/26DAYFORCE INC$37,5150.03%41,000CommonSOLE
852234AK9XYZ 0.25 11/01/27BLOCK INC$37,5080.03%45,000CommonSOLE
670704AJ4GMED 0.375 03/15/25NUVASIVE INC$37,0890.03%39,000CommonSOLE
87918AAF2TDOC 1.25 06/01/27TELADOC HEALTH INC$37,0700.03%44,000CommonSOLE
40637HAF6HALO 1 08/15/28HALOZYME THERAPEUTICS INC$36,9190.03%38,000CommonSOLE
163092AF6CHGG 0 09/01/26CHEGG INC$36,6300.03%44,000CommonSOLE
852234AJ2XYZ 0 05/01/26BLOCK INC$36,6170.03%41,000CommonSOLE
00437EAB8ACCOLADE INC$36,4340.03%42,000CommonSOLE
163092AD1CHGG 0.125 03/15/25CHEGG INC$36,3290.03%39,000CommonSOLE
539183AA1TDOC 0.875 06/01/25LIVONGO HEALTH INC$35,9100.03%38,000CommonSOLE
76680RAF4RNG 0 03/01/25RINGCENTRAL INC$35,8380.03%38,000CommonSOLE
40131MAB5GH 0 11/15/27GUARDANT HEALTH INC$35,3290.03%52,000CommonSOLE
26884U208EPR 5.75 PERP CEPR PPTYS$35,2090.03%1,857CommonSHARED
298736AL3EEFT 0.75 03/15/49EURONET WORLDWIDE INC$34,9020.02%36,000CommonSOLE
91688FAB0UPWK 0.25 08/15/26UPWORK INC$34,8760.02%40,000CommonSOLE
64049MAB6NEO 0.25 01/15/28NEOGENOMICS INC$34,8700.02%44,000CommonSOLE
09239BAD1BL 0 03/15/26BLACKLINE INC$34,3830.02%38,000CommonSOLE
594972AC5MSTR 0.75 12/15/25MICROSTRATEGY INC$34,2800.02%8,000CommonSOLE
23248VAB1CYBR 0 11/15/24CYBERARK SOFTWARE LTD$34,0720.02%20,000CommonSOLE
55087PAB0LYFT 1.5 05/15/25LYFT INC$34,0700.02%35,000CommonSOLE
94419LAP6W 3.25 09/15/27WAYFAIR INC$28,9300.02%22,000CommonSOLE
060505682BAC 7.25 PERP LBANK AMERICA CORP$26,2620.02%22CommonSHARED
252131AK3DXCM 0.25 11/15/25DEXCOM INC$23,0500.02%21,000CommonSOLE
393657AM3GBX 2.875 04/15/28GREENBRIER COS INC$22,1660.02%20,000CommonSOLE
69553PAB6PAGERDUTY INC$21,9210.02%23,000CommonSOLE
594972AE1MSTR 0 02/15/27MICROSTRATEGY INC$20,4200.01%15,000CommonSOLE
92940WAD1WIX 0 08/15/25WIX COM LTD$18,4600.01%20,000CommonSOLE
33835LAA3FVRR 0 11/01/25FIVERR INTL LTD$17,9500.01%20,000CommonSOLE
722304AC6PDD 0 12/01/25PDD HOLDINGS INC$12,5290.01%13,000CommonSOLE
00971TAJ0AKAM 0.125 05/01/25AKAMAI TECHNOLOGIES INC$11,7950.01%10,000CommonSOLE
00971TAL5AKAM 0.375 09/01/27AKAMAI TECHNOLOGIES INC$10,5250.01%10,000CommonSOLE
45867GAB7INTERDIGITAL INC$10,3670.01%8,000CommonSOLE
76954AAB9RIVN 4.625 03/15/29RIVIAN AUTOMOTIVE INC$9,6060.01%12,000CommonSOLE
803607AB6SAREPTA THERAPEUTICS INC$7,1400.01%4,000CommonSOLE
682189AU9ON 0.5 03/01/29ON SEMICONDUCTOR CORP$6,8880.00%7,000CommonSOLE
021369AC7ALTR 1.75 06/15/27ALTAIR ENGR INC$6,5500.00%5,000CommonSOLE
682189AS4ON 0 05/01/27ON SEMICONDUCTOR CORP$5,8740.00%4,000CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.