MondegarAI
Virtus Investment Advisers, LLC

Q2 2024 · 13F-HR

Virtus Investment Advisers, LLCholdings as filed

Filed 2024-08-14 · accession 0001512805-24-000019

$118.2M
Reported value
335
Positions
2024-06-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
67066G104NVDANVIDIA CORPORATION$3.9M3.27%31,300CommonSHARED
45104G104IBNICICI BANK LIMITED$3.6M3.06%125,677CommonSHARED
92790A702VCLNVIRTUS ETF TR II$2.5M2.16%145,801CommonSHARED
594918104MSFTMICROSOFT CORP$2.5M2.09%5,519CommonSHARED
037833100AAPLAPPLE INC$2.1M1.79%10,023CommonSHARED
068463108BBSIBARRETT BUSINESS SVCS INC$1.8M1.54%55,712CommonSHARED
000899104ADMAADMA BIOLOGICS INC$1.8M1.49%157,268CommonSOLE
87724P106TMHCTAYLOR MORRISON HOME CORP$1.6M1.35%28,844CommonSHARED
204166102CVLTCOMMVAULT SYS INC$1.5M1.28%12,409CommonSHARED
92763W103VIPSVIPSHOP HLDGS LTD$1.5M1.26%114,537CommonSHARED
498894104KNFKNIFE RIVER CORP$1.3M1.08%18,146CommonSHARED
035255108ANIKANIKA THERAPEUTICS INC$1.2M0.98%45,579CommonSHARED
29084Q100EMEEMCOR GROUP INC$1.1M0.97%3,132CommonSHARED
405024100HAEHAEMONETICS CORP MASS$1.1M0.96%13,662CommonSHARED
629209305NMIHNMI HLDGS INC$1.1M0.92%32,106CommonSHARED
74164F103PRIMPRIMORIS SVCS CORP$1.1M0.91%21,682CommonSHARED
404251100HNIHNI CORP$1.1M0.91%24,000CommonSHARED
92337F107VCYTVERACYTE INC$1.1M0.91%49,815CommonSHARED
86272C103STRASTRATEGIC ED INC$1.1M0.89%9,534CommonSHARED
722304102PDDPDD HOLDINGS INC$1.0M0.88%7,815CommonSHARED
98956A105ZETAZETA GLOBAL HOLDINGS CORP$1.0M0.88%58,677CommonSHARED
497266106KEXKIRBY CORP$1.0M0.87%8,600CommonSHARED
858155203GJBSTEELCASE INC$966,8160.82%74,600CommonSHARED
410120109HWCHANCOCK WHITNEY CORPORATION$957,2700.81%20,014CommonSHARED
562750109MANHMANHATTAN ASSOCIATES INC$956,1320.81%3,876CommonSHARED
256163106DOCUDOCUSIGN INC$945,3450.80%17,670CommonSHARED
00090Q103ADTADT INC DEL$896,8000.76%118,000CommonSOLE
48666K109KBHKB HOME$875,5660.74%12,476CommonSHARED
402635502GPORGULFPORT ENERGY CORP$861,9080.73%5,708CommonSHARED
74112D101PBHPRESTIGE CONSMR HEALTHCARE I$858,0780.73%12,463CommonSHARED
14167L103CDNACAREDX INC$856,4020.72%55,145CommonSHARED
095306106BLBDBLUE BIRD CORP$854,2230.72%15,863CommonSHARED
09239B109BLBLACKLINE INC$824,4250.70%17,016CommonSHARED
03073E105CORCENCORA INC$823,9220.70%3,657CommonSHARED
90385V107UCTTULTRA CLEAN HLDGS INC$800,3170.68%16,333CommonSHARED
02079K305GOOGLALPHABET INC$797,8170.67%4,380CommonSHARED
030506109AMWDAMERICAN WOODMARK CORPORATIO$791,9740.67%10,076CommonSHARED
88362T103THRTHERMON GROUP HLDGS INC$787,3940.67%25,598CommonSHARED
00182C103ANIPANI PHARMACEUTICALS INC$784,4740.66%12,319CommonSHARED
759351604RGAREINSURANCE GRP OF AMERICA I$780,0260.66%3,800CommonSHARED
868459108SUPNSUPERNUS PHARMACEUTICALS INC$779,7090.66%29,148CommonSHARED
783549108RRYDER SYS INC$762,6050.64%6,156CommonSHARED
147528103CASYCASEYS GEN STORES INC$750,5290.63%1,967CommonSHARED
90278Q108UFPIUFP INDUSTRIES INC$724,3040.61%6,467CommonSHARED
615394202MOG/AMOOG INC$719,3900.61%4,300CommonSHARED
18538R103CLWCLEARWATER PAPER CORP$708,6310.60%14,620CommonSHARED
76680R206RNGRINGCENTRAL INC$705,0000.60%25,000CommonSHARED
745867101PHMPULTE GROUP INC$696,1620.59%6,323CommonSHARED
023135106AMZNAMAZON COM INC$687,9700.58%3,560CommonSHARED
733174700BPOPPOPULAR INC$672,0680.57%7,600CommonSHARED
00130H105AESAES CORP$662,3890.56%37,700CommonSOLE
002896207ANFABERCROMBIE & FITCH CO$635,2440.54%3,572CommonSOLE
199908104FIXCOMFORT SYS USA INC$623,1420.53%2,049CommonSHARED
743312100PRGSPROGRESS SOFTWARE CORP$614,7660.52%11,330CommonSHARED
896442308TRINTRINITY CAP INC$614,5390.52%43,461CommonSHARED
243537107DECKDECKERS OUTDOOR CORP$611,7440.52%632CommonSHARED
35905A109FTDRFRONTDOOR INC$592,1360.50%17,524CommonSHARED
125523100CITHE CIGNA GROUP$583,1250.49%1,764CommonSHARED
740367404PFBCPREFERRED BK LOS ANGELES CA$576,5930.49%7,638CommonSHARED
171340102CHDCHURCH & DWIGHT CO INC$570,2400.48%5,500CommonSHARED
531229771FWONALIBERTY MEDIA CORP DEL$560,2140.47%8,722CommonSHARED
89346D107TACTRANSALTA CORP$559,2000.47%78,983CommonSHARED
749607107RLIRLI CORP$553,3340.47%3,933CommonSHARED
073685109BECNUSDBEACON ROOFING SUPPLY INC$552,0500.47%6,100CommonSHARED
64125C109NBIXNEUROCRINE BIOSCIENCES INC$548,6150.46%3,985CommonSHARED
620076307MSIMOTOROLA SOLUTIONS INC$545,1030.46%1,412CommonSHARED
92552R406PRSUVIAD CORP$534,1740.45%15,711CommonSHARED
466032109JJSFJ & J SNACK FOODS CORP$522,5070.44%3,218CommonSHARED
93627C101HCCWARRIOR MET COAL INC$518,8570.44%8,266CommonSHARED
800422107JBSSSANFILIPPO JOHN B & SON INC$509,0740.43%5,239CommonSHARED
09739D100BCCBOISE CASCADE CO DEL$506,3270.43%4,247CommonSHARED
55336V100MPLXMPLX LP$494,0440.42%11,600CommonSHARED
38173M102GBDCGOLUB CAP BDC INC$489,9320.41%31,186CommonSHARED
55825T103MSGSMADISON SQUARE GRDN SPRT COR$487,6330.41%2,592CommonSHARED
16359R103CHECHEMED CORP NEW$485,6090.41%895CommonSHARED
78648T100SAFTSAFETY INS GROUP INC$476,0650.40%6,345CommonSHARED
039653100ACAARCOSA INC$475,4370.40%5,700CommonSHARED
38526M106LOPEGRAND CANYON ED INC$475,1340.40%3,396CommonSHARED
58933Y105MRKMERCK & CO INC$474,0300.40%3,829CommonSHARED
05156V102AUPHAURINIA PHARMACEUTICALS INC$472,9480.40%82,828CommonSHARED
451107106IDAIDACORP INC$466,2160.39%5,005CommonSHARED
50155Q100KDKYNDRYL HLDGS INC$465,6870.39%17,700CommonSHARED
172908105CTASCINTAS CORP$455,8690.39%651CommonSHARED
589889104MMSIMERIT MED SYS INC$453,7300.38%5,279CommonSHARED
552848103MTGMGIC INVT CORP WIS$451,9900.38%20,974CommonSHARED
90184D100TWSTTWIST BIOSCIENCE CORP$443,7170.38%9,004CommonSHARED
343498101FLOFLOWERS FOODS INC$438,4060.37%19,748CommonSHARED
860897107SFIXSTITCH FIX INC$437,6180.37%105,450CommonSHARED
26969P108EXPEAGLE MATLS INC$434,9200.37%2,000CommonSHARED
18467V109YOUCLEAR SECURE INC$423,1640.36%22,617CommonSHARED
30303M102METAMETA PLATFORMS INC$413,9650.35%821CommonSHARED
44952J104CRGYCRESCENT ENERGY COMPANY$410,7680.35%34,664CommonSHARED
781846209RUSHARUSH ENTERPRISES INC$409,6560.35%9,784CommonSHARED
054540208ACLSAXCELIS TECHNOLOGIES INC$406,0950.34%2,856CommonSHARED
422806109HEIHEICO CORP NEW$399,8150.34%1,788CommonSHARED
71363P106PRDOPERDOCEO ED CORP$389,9300.33%18,204CommonSHARED
88033G407THCTENET HEALTHCARE CORP$387,1170.33%2,910CommonSHARED
632307104NTRANATERA INC$386,1620.33%3,566CommonSHARED
76171L106REYNREYNOLDS CONSUMER PRODS INC$380,9760.32%13,616CommonSHARED
72814N104AGSPLAYAGS INC$375,6710.32%32,667CommonSHARED
458665304TILEINTERFACE INC$367,0000.31%25,000CommonSHARED
689648103OTTROTTER TAIL CORP$366,4770.31%4,184CommonSHARED
65473P105NINISOURCE INC$365,7140.31%12,694CommonSHARED
526107107LIILENNOX INTL INC$365,3910.31%683CommonSHARED
46620W201JILLJ JILL INC$363,6880.31%10,400CommonSHARED
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$357,9840.30%880CommonSHARED
92840M102VSTVISTRA CORP$350,0250.30%4,071CommonSHARED
931142103WMTWALMART INC$348,7070.29%5,150CommonSHARED
029899101AWRAMER STATES WTR CO$348,5540.29%4,803CommonSHARED
88162G103TTEKTETRA TECH INC NEW$339,6410.29%1,661CommonSHARED
29261A100EHCENCOMPASS HEALTH CORP$334,6670.28%3,901CommonSHARED
23918K108DVADAVITA INC$329,9350.28%2,381CommonSHARED
690742101OCOWENS CORNING NEW$324,6830.27%1,869CommonSHARED
00847J105AGYSAGILYSYS INC$323,0420.27%3,102CommonSHARED
666807102NOCNORTHROP GRUMMAN CORP$322,1670.27%739CommonSHARED
776696106ROPROPER TECHNOLOGIES INC$317,9040.27%564CommonSHARED
94106L109WMWASTE MGMT INC DEL$316,8100.27%1,485CommonSHARED
398433102GFFGRIFFON CORP$314,7020.27%4,928CommonSHARED
91529Y106UNMUNUM GROUP$312,0270.26%6,105CommonSHARED
172755100CRUSCIRRUS LOGIC INC$306,3840.26%2,400CommonSHARED
45781M101INVAINNOVIVA INC$302,7110.26%18,458CommonSHARED
71639T106PETQEURPETIQ INC$302,2220.26%13,700CommonSHARED
34354P105FLSFLOWSERVE CORP$301,1060.25%6,260CommonSHARED
74736L109QTWOQ2 HLDGS INC$299,1160.25%4,958CommonSHARED
00724F101ADBEADOBE INC$298,3250.25%537CommonSOLE
30161Q104EXELEXELIXIS INC$292,1100.25%13,000CommonSHARED
743315103PGRPROGRESSIVE CORP$288,7170.24%1,390CommonSHARED
750236101RDNRADIAN GROUP INC$285,8710.24%9,192CommonSHARED
808625107SAICSCIENCE APPLICATIONS INTL CO$285,6470.24%2,430CommonSHARED
56585A102MPCMARATHON PETE CORP$283,9870.24%1,637CommonSHARED
86333M108LRNSTRIDE INC$282,0000.24%4,000CommonSHARED
49926D109KNKNOWLES CORP$281,3380.24%16,300CommonSHARED
91913Y100VLOVALERO ENERGY CORP$278,5630.24%1,777CommonSHARED
978097103WWWWOLVERINE WORLD WIDE INC$271,7520.23%20,100CommonSHARED
128030202CALMCAL MAINE FOODS INC$269,3120.23%4,407CommonSHARED
45827U109INTAINTAPP INC$266,9580.23%7,280CommonSHARED
109194100BFAMBRIGHT HORIZONS FAM SOL IN D$265,6230.22%2,413CommonSHARED
00287Y109ABBVABBVIE INC$262,0830.22%1,528CommonSOLE
532457108LLYELI LILLY & CO$260,7490.22%288CommonSHARED
03071H100AMSFAMERISAFE INC$258,8630.22%5,898CommonSHARED
56035L104MAINMAIN STR CAP CORP$257,1960.22%5,094CommonSHARED
292218104EIGEMPLOYERS HLDGS INC$255,2680.22%5,988CommonSHARED
37247D106GNWGENWORTH FINL INC$255,1420.22%42,242CommonSHARED
871332102SLVMSYLVAMO CORP$253,8200.21%3,700CommonSHARED
416515104HIGHARTFORD FINL SVCS GROUP INC$252,5560.21%2,512CommonSHARED
948849104WMKWEIS MKTS INC$252,4610.21%4,022CommonSHARED
539830109LMTLOCKHEED MARTIN CORP$252,2340.21%540CommonSHARED
005098108GOLFACUSHNET HLDGS CORP$252,0160.21%3,970CommonSOLE
038222105AMATAPPLIED MATLS INC$251,5650.21%1,066CommonSHARED
83200N103SMARGBPSMARTSHEET INC$250,9920.21%5,694CommonSHARED
427096508HTGCHERCULES CAPITAL INC$249,4290.21%12,197CommonSHARED
02209S103MOALTRIA GROUP INC$248,2480.21%5,450CommonSHARED
86765K109SUNSUNOCO LP/SUNOCO FIN CORP$247,6450.21%4,380CommonSHARED
194162103CLCOLGATE PALMOLIVE CO$247,4520.21%2,550CommonSHARED
482480100KLACKLA CORP$247,3530.21%300CommonSHARED
71742Q106PAHCPHIBRO ANIMAL HEALTH CORP$247,2570.21%14,744CommonSHARED
671044105OSISOSI SYSTEMS INC$246,9860.21%1,796CommonSHARED
05684B107BCSFBAIN CAP SPECIALTY FIN INC$245,3190.21%15,041CommonSHARED
03209R103AMPHAMPHASTAR PHARMACEUTICALS IN$244,3600.21%6,109CommonSHARED
37045V100GMGENERAL MTRS CO$243,1250.21%5,233CommonSHARED
11135F101AVGOBROADCOM INC$242,4350.21%151CommonSHARED
38147U107GSBDGOLDMAN SACHS BDC INC$233,0550.20%15,506CommonSHARED
000957100ABMABM INDS INC$232,6220.20%4,600CommonSOLE
705573103PEGAPEGASYSTEMS INC$232,1930.20%3,836CommonSHARED
124411109BYBYLINE BANCORP INC$232,1770.20%9,780CommonSHARED
09227Q100BLKBBLACKBAUD INC$227,9010.19%2,992CommonSHARED
62944T105NVRNVR INC$227,6570.19%30CommonSHARED
75700L108RRRRED ROCK RESORTS INC$225,7620.19%4,110CommonSHARED
513847103MZTILANCASTER COLONY CORP$224,4960.19%1,188CommonSHARED
74347M108PUMPPROPETRO HLDG CORP$222,2900.19%25,639CommonSHARED
267475101DYDYCOM INDS INC$219,3880.19%1,300CommonSHARED
03168L105AMRXAMNEAL PHARMACEUTICALS INC$219,1390.19%34,510CommonSHARED
92346J108VCELVERICEL CORP$218,3890.18%4,760CommonSHARED
913259107UTLUNITIL CORP$216,3270.18%4,177CommonSHARED
02079K107GOOGALPHABET INC$210,9330.18%1,150CommonSHARED
602496101MDXGMIMEDX GROUP INC$206,5140.17%29,800CommonSHARED
64110D104NTAPNETAPP INC$206,0800.17%1,600CommonSHARED
40637H109HALOHALOZYME THERAPEUTICS INC$205,6180.17%3,927CommonSHARED
257701201DGICADONEGAL GROUP INC$201,7650.17%15,665CommonSHARED
478160104JNJJOHNSON & JOHNSON$201,5550.17%1,379CommonSHARED
314211103FHIFEDERATED HERMES INC$199,3840.17%6,064CommonSHARED
69331C108PCGPG&E CORP$198,7470.17%11,383CommonSHARED
858119100STLDSTEEL DYNAMICS INC$194,2500.16%1,500CommonSHARED
58506Q109MEDPMEDPACE HLDGS INC$191,5100.16%465CommonSHARED
883203101TXTTEXTRON INC$188,8920.16%2,200CommonSHARED
880779103TEXTEREX CORP NEW$186,0170.16%3,392CommonSHARED
46625H100JPMJPMORGAN CHASE & CO.$185,8770.16%919CommonSHARED
457030104IMKTAINGLES MKTS INC$185,1780.16%2,699CommonSHARED
57638P104MBCMASTERBRAND INC$184,5420.16%12,571CommonSHARED
12503M108CBOECBOE GLOBAL MKTS INC$184,5150.16%1,085CommonSHARED
87165B103SYFSYNCHRONY FINANCIAL$184,0880.16%3,901CommonSHARED
880890108TXTERNIUM SA$182,5310.15%4,861CommonSHARED
15135B101CNCCENTENE CORP DEL$181,6620.15%2,740CommonSHARED
87265H109T86TRI POINTE HOMES INC$175,0750.15%4,700CommonSHARED
576323109MTZMASTEC INC$174,3940.15%1,630CommonSHARED
58155Q103MCKMCKESSON CORP$174,0440.15%298CommonSHARED
285512109EAELECTRONIC ARTS INC$169,4250.14%1,216CommonSHARED
022671101AMALAMALGAMATED FINANCIAL CORP$167,1400.14%6,100CommonSHARED
34964C106FBINFORTUNE BRANDS INNOVATIONS I$166,8310.14%2,569CommonSHARED
92826C839VVISA INC$163,2560.14%622CommonSHARED
742718109PGPROCTER AND GAMBLE CO$162,6110.14%986CommonSHARED
47103N106JBIJANUS INTERNATIONAL GROUP IN$161,1710.14%12,761CommonSHARED
30063P105EXKEXACT SCIENCES CORP$160,5500.14%3,800CommonSHARED
921659108VNDAVANDA PHARMACEUTICALS INC$159,6410.14%28,255CommonSHARED
900450206TBCHTURTLE BEACH CORP$157,7400.13%11,000CommonSHARED
115236101BROBROWN & BROWN INC$154,1430.13%1,724CommonSHARED
154760409CPFCENTRAL PAC FINL CORP$151,9830.13%7,169CommonSHARED
98419M100XYLXYLEM INC$149,1930.13%1,100CommonSHARED
92276F100VTRVENTAS INC$148,6540.13%2,900CommonSHARED
05968L102CIBEURBANCOLOMBIA S A$146,0760.12%4,474CommonSHARED
98985Y108ZYMEZYMEWORKS INC$144,6700.12%17,000CommonSHARED
929566107WNCWABASH NATL CORP$142,4840.12%6,524CommonSHARED
42222N103HSTMHEALTHSTREAM INC$139,9190.12%5,015CommonSHARED
018522300AEBAALLETE INC$136,9210.12%2,196CommonSHARED
501044101KRKROGER CO$136,0590.12%2,725CommonSHARED
827048109SLGNSILGAN HLDGS INC$135,0330.11%3,190CommonSHARED
47580P103JELDJELD-WEN HLDG INC$134,7000.11%10,000CommonSHARED
152006102CGAUCENTERRA GOLD INC$134,4000.11%20,000CommonSHARED
31620M106FISFIDELITY NATL INFORMATION SV$130,5240.11%1,732CommonSHARED
127387108CDNSCADENCE DESIGN SYSTEM INC$130,1780.11%423CommonSHARED
446413106HIIHUNTINGTON INGALLS INDS INC$126,6140.11%514CommonSHARED
872540109TJXTJX COS INC NEW$125,7340.11%1,142CommonSHARED
747525103QCOMQUALCOMM INC$119,9060.10%602CommonSHARED
72147K108PPCPILGRIMS PRIDE CORP$115,4700.10%3,000CommonSHARED
203668108CYHCOMMUNITY HEALTH SYS INC NEW$113,7960.10%33,868CommonSHARED
969904101WSMWILLIAMS SONOMA INC$112,9480.10%400CommonSHARED
494368103KMBKIMBERLY-CLARK CORP$111,9420.09%810CommonSHARED
231021106CMICUMMINS INC$110,7720.09%400CommonSHARED
053015103ADPAUTOMATIC DATA PROCESSING IN$109,5590.09%459CommonSHARED
697435AF2PANW 0.375 06/01/25PALO ALTO NETWORKS INC$109,0300.09%32,000CommonSOLE
59156R108METMETLIFE INC$108,0930.09%1,540CommonSHARED
635017106FIZZNATIONAL BEVERAGE CORP$107,6040.09%2,100CommonSHARED
19239V302CCOICOGENT COMMUNICATIONS HLDGS$107,5750.09%1,906CommonSHARED
87357P100TCMDTACTILE SYS TECHNOLOGY INC$107,4720.09%9,001CommonSHARED
890516107TRTOOTSIE ROLL INDS INC$107,2700.09%3,509CommonSHARED
92345Y106VRSKVERISK ANALYTICS INC$105,6640.09%392CommonSHARED
14888U101CPRXCATALYST PHARMACEUTICALS INC$103,9840.09%6,713CommonSHARED
366651107ITGARTNER INC$100,5890.09%224CommonSHARED
92915B106VYGRVOYAGER THERAPEUTICS INC$100,0460.08%12,648CommonSHARED
540424108LLOEWS CORP$98,3580.08%1,316CommonSHARED
780153BQ4RCL 6 08/15/25ROYAL CARIBBEAN GROUP$96,7650.08%30,000CommonSOLE
04963C209ATRCATRICURE INC$95,7480.08%4,205CommonSHARED
049468101TEAMATLASSIAN CORPORATION$93,7460.08%530CommonSHARED
50105F105KROKRONOS WORLDWIDE INC$92,3050.08%7,355CommonSHARED
209115104EDCONSOLIDATED EDISON INC$86,8270.07%971CommonSHARED
09857LAN8BKNG 0.75 05/01/25BOOKING HOLDINGS INC$86,2280.07%41,000CommonSOLE
09627Y1092655787DBLUEPRINT MEDICINES CORP$81,6970.07%758CommonSHARED
88579Y101MMM3M CO$81,1390.07%794CommonSOLE
23804LAB9DDOG 0.125 06/15/25DATADOG INC$81,0600.07%56,000CommonSOLE
05464CAB7AXON 0.5 12/15/27AXON ENTERPRISE INC$79,5800.07%58,000CommonSOLE
98421M106XRXXEROX HOLDINGS CORP$79,0970.07%6,807CommonSHARED
099502106BAHBOOZ ALLEN HAMILTON HLDG COR$71,8710.06%467CommonSHARED
191216100KOCOCA COLA CO$71,4790.06%1,123CommonSHARED
89421Q205TZOOTRAVELZOO$68,8870.06%9,076CommonSHARED
98980GAB8ZS 0.125 07/01/25ZSCALER INC$68,4650.06%51,000CommonSOLE
92343XAC4VRNT 0.25 04/15/26VERINT SYSTEMS INC$67,3060.06%73,000CommonSOLE
443573AD2HUBS 0.375 06/01/25HUBSPOT INC$66,6240.06%32,000CommonSOLE
79466L302CRMSALESFORCE INC$63,7610.05%248CommonSHARED
62886HAX9NCLH 5.375 08/01/25NCL CORP LTD$58,2960.05%48,000CommonSOLE
69352PAS2PPL 2.875 03/15/28PPL CAP FDG INC$57,3900.05%60,000CommonSOLE
369604301GEGE AEROSPACE$56,9110.05%358CommonSHARED
571748102MRSHMARSH & MCLENNAN COS INC$56,0520.05%266CommonSHARED
81762P102NOWSERVICENOW INC$55,0670.05%70CommonSHARED
693718108PCARPACCAR INC$54,8670.05%533CommonSHARED
26441C204DUKDUKE ENERGY CORP NEW$53,6230.05%535CommonSHARED
149123101CATCATERPILLAR INC$53,2960.05%160CommonSHARED
722304AC6PDD 0 12/01/25PDD HOLDINGS INC$52,1040.04%53,000CommonSOLE
02043QAB3ALNY 1 09/15/27ALNYLAM PHARMACEUTICALS INC$50,6430.04%47,000CommonSOLE
86333MAA6LRN 1.125 09/01/27STRIDE INC$50,1030.04%35,000CommonSOLE
84921RAB6SPOT 0 03/15/26SPOTIFY USA INC$49,4780.04%52,000CommonSOLE
122017AB2BURL 2.25 04/15/25BURLINGTON STORES INC$49,3290.04%42,000CommonSOLE
949746804WFC 7.5 PERP LWELLS FARGO CO NEW$48,7480.04%41CommonSHARED
516544AB9LNTH 2.625 12/15/27LANTHEUS HLDGS INC$47,2580.04%38,000CommonSOLE
45784PAK7PODD 0.375 09/01/26INSULET CORP$46,8920.04%43,000CommonSOLE
62886HBK6NCLH 2.5 02/15/27NCL CORP LTD$46,5260.04%49,000CommonSOLE
453204AD1PI 1.125 05/15/27IMPINJ INC$46,4050.04%30,000CommonSOLE
08265TAD1BSY 0.375 07/01/27BENTLEY SYS INC$44,6500.04%50,000CommonSOLE
26210CAD6DBX 0 03/01/28DROPBOX INC$44,5590.04%49,000CommonSOLE
08265TAB5BSY 0.125 01/15/26BENTLEY SYS INC$44,5280.04%45,000CommonSOLE
62957HAL9NBR 1.75 06/15/29NABORS INDS INC$44,1640.04%61,000CommonSOLE
501812AB7LCII 1.125 05/15/26LCI INDS$44,1100.04%47,000CommonSOLE
737446AT1POST 2.5 08/15/27POST HLDGS INC$43,9600.04%40,000CommonSOLE
82452JAB5FOUR 0 12/15/25SHIFT4 PMTS INC$43,6920.04%38,000CommonSOLE
338307AD3FIVN 0.5 06/01/25FIVE9 INC$43,6850.04%46,000CommonSOLE
05988JAD5BAND 0.5 04/01/28BANDWIDTH INC$43,4820.04%58,000CommonSOLE
29786AAL0ETSY 0.125 09/01/27ETSY INC$43,4320.04%52,000CommonSOLE
45867GAD3IDCC 3.5 06/01/27INTERDIGITAL INC$43,2890.04%28,000CommonSOLE
19459JAC8COLL 2.875 02/15/29COLLEGIUM PHARMACEUTICAL INC$42,9780.04%39,000CommonSOLE
97717PAF1WISDOMTREE INC$42,8390.04%35,000CommonSOLE
26210CAC8DBX 0 03/01/26DROPBOX INC$42,8260.04%46,000CommonSOLE
40637HAF6HALO 1 08/15/28HALOZYME THERAPEUTICS INC$42,2400.04%38,000CommonSOLE
743312AB6PRGS 1 04/15/26PROGRESS SOFTWARE CORP$41,9040.04%40,000CommonSOLE
125896BX7CMS 3.375 05/01/28CMS ENERGY CORP$41,1730.03%42,000CommonSOLE
30063PAC9EXAS 0.375 03/01/28EXACT SCIENCES CORP$40,9270.03%50,000CommonSOLE
629377CG5NRG 2.75 06/01/48NRG ENERGY INC$40,2680.03%21,000CommonSOLE
40131MAB5GH 0 11/15/27GUARDANT HEALTH INC$40,0830.03%52,000CommonSOLE
465741AN6ITRI 0 03/15/26ITRON INC$39,1760.03%39,000CommonSOLE
15136AAA0PERMIAN RESOURCES CORP$38,5530.03%14,000CommonSOLE
76680RAH0RNG 0 03/15/26RINGCENTRAL INC$38,1280.03%42,000CommonSOLE
670704AJ4GMED 0.375 03/15/25NUVASIVE INC$37,4400.03%39,000CommonSOLE
011642AB1ALRM 0 01/15/26ALARM COM HLDGS INC$37,4130.03%41,000CommonSOLE
15677JAD0DAY 0.25 03/15/26DAYFORCE INC$37,3510.03%41,000CommonSOLE
852234AK9XYZ 0.25 11/01/27BLOCK INC$37,2150.03%45,000CommonSOLE
405024AB6HAE 0 03/01/26HAEMONETICS CORP MASS$36,7570.03%41,000CommonSOLE
852234AJ2XYZ 0 05/01/26BLOCK INC$36,6970.03%41,000CommonSOLE
87918AAF2TDOC 1.25 06/01/27TELADOC HEALTH INC$36,4630.03%44,000CommonSOLE
539183AA1TDOC 0.875 06/01/25LIVONGO HEALTH INC$36,1950.03%38,000CommonSOLE
26884U208EPR 5.75 PERP CEPR PPTYS$35,8590.03%1,857CommonSHARED
76680RAF4RNG 0 03/01/25RINGCENTRAL INC$35,8340.03%38,000CommonSOLE
00827BAB2AFRM 0 11/15/26AFFIRM HLDGS INC$35,6900.03%43,000CommonSOLE
91688FAB0UPWK 0.25 08/15/26UPWORK INC$35,4830.03%40,000CommonSOLE
02376RAF9AAL 6.5 07/01/25AMERICAN AIRLINES GROUP INC$35,1630.03%34,000CommonSOLE
298736AL3EEFT 0.75 03/15/49EURONET WORLDWIDE INC$34,8840.03%36,000CommonSOLE
23248VAB1CYBR 0 11/15/24CYBERARK SOFTWARE LTD$34,7400.03%20,000CommonSOLE
09239BAD1BL 0 03/15/26BLACKLINE INC$34,6940.03%38,000CommonSOLE
94419LAR2W 3.5 11/15/28WAYFAIR INC$34,5630.03%25,000CommonSOLE
98980G102ZSZSCALER INC$34,4020.03%179CommonSHARED
64049MAB6NEO 0.25 01/15/28NEOGENOMICS INC$34,1280.03%44,000CommonSOLE
594972AC5MSTR 0.75 12/15/25MICROSTRATEGY INC$27,6720.02%8,000CommonSOLE
060505682BAC 7.25 PERP LBANK AMERICA CORP$26,3160.02%22CommonSHARED
67059NAH1NTNX 0.25 10/01/27NUTANIX INC$25,6520.02%22,000CommonSOLE
94419LAP6W 3.25 09/15/27WAYFAIR INC$25,2710.02%22,000CommonSOLE
393657AM3GBX 2.875 04/15/28GREENBRIER COS INC$21,4400.02%20,000CommonSOLE
842587DP9SO 3.875 12/15/25SOUTHERN CO$20,4290.02%20,000CommonSOLE
92940WAD1WIX 0 08/15/25WIX COM LTD$18,6100.02%20,000CommonSOLE
33835LAA3FVRR 0 11/01/25FIVERR INTL LTD$18,4120.02%20,000CommonSOLE
594972AE1MSTR 0 02/15/27MICROSTRATEGY INC$17,9630.02%15,000CommonSOLE
387328AD9GVA 3.75 05/15/28GRANITE CONSTR INC$17,3940.01%12,000CommonSOLE
76954AAB9RIVN 4.625 03/15/29RIVIAN AUTOMOTIVE INC$11,6220.01%12,000CommonSOLE
00971TAL5AKAM 0.375 09/01/27AKAMAI TECHNOLOGIES INC$9,6750.01%10,000CommonSOLE
803607AB6SAREPTA THERAPEUTICS INC$8,5920.01%4,000CommonSOLE
021369AC7ALTR 1.75 06/15/27ALTAIR ENGR INC$7,2660.01%5,000CommonSOLE
682189AU9ON 0.5 03/01/29ON SEMICONDUCTOR CORP$6,7060.01%7,000CommonSOLE
45867G101IDCCINTERDIGITAL INC$2,3310.00%20CommonSHARED
98923K103ZKNZEEKR INTELLIGENT TECHNOLOGY$1,6640.00%88CommonSHARED

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.