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Institutional

OAKTREE CAPITAL MANAGEMENT LP

CIK 0000949509
$6.56B
Reported AUM
145
Positions
Q1 2026
Period
2026-05-20
Filed

Editorial summary

Summary for OAKTREE CAPITAL MANAGEMENT LP · Q1 2026 is not yet generated. It will appear here after the next nightly run.

Portfolio · Q1 2026

TRMD$675.1MEXE$575.0MQQQ$329.0MAUGTXINDVCORZXOPTDSVNOMTLNSTKLOther$3.17BOL

Top holdings

#StockIssuerPriceDay %1Y Gr.5Y Gr.Value% of bookΔ shares (QoQ)Status
1TRMDTORM PLC$29.830.10%77.97%620.34%$675.1M10.30%HELD
2EXEEXPAND ENERGY CORP$92.464.45%-10.40%99.07%$575.0M8.77%HELD
3QQQINVESCO QQQ TRUST SERIES 1$661.73-2.04%22.54%83.19%$329.0M5.02%HELD
4AUANGLOGOLD ASHANTI PLC$77.87-1.37%65.97%415.31%$313.8M4.79%HELD
5GTXGARRETT MOTION INC$28.78-3.81%135.83%340.81%$265.2M4.04%HELD
6INDVINDIVIOR PHARMACEUTICALS INC$40.10-2.17%94.73%209.94%$212.9M3.25%HELD
7CORZCORE SCIENTIFIC INC$18.12-12.65%51.38%409.31%$192.2M2.93%HELD
8XOPSTATE STREET SPDR S&P OIL & GAS EXPLORATION & PRODUCTION ETF$172.043.41%37.62%126.94%$181.8M2.77%HELD
9TDSTELEPHONE AND DATA SYSTEMS INC$33.95-0.15%-10.37%94.84%$180.7M2.76%HELD
10VNOMVIPER ENERGY INC$43.182.71%21.38%205.82%$178.2M2.72%HELD
11TLNTALEN ENERGY CORP$316.19-3.02%-13.75%501.01%$153.6M2.34%HELD
12STKLSUNOPTA INC$134.2M2.05%HELD
13PBRPETROLEO BRASILEIRO SA - PETROBRAS$18.592.88%51.52%420.72%$126.4M1.93%HELD
14BBARRICK MINING CORP$36.36-0.90%74.03%106.25%$107.1M1.63%HELD
15LBTYALIBERTY GLOBAL LTD$10.533.03%-3.04%-30.98%$103.4M1.58%HELD
16ITUBITAU UNIBANCO HOLDING SA$8.15-1.93%45.77%161.50%$102.1M1.56%HELD
17JBLU 0.5 04/01/26JETBLUE AIRWAYS CORP$94.8M1.45%HELD
18RIOT 0.75 01/15/30RIOT PLATFORMS INC$91.8M1.40%HELD
19NOKNOKIA OYJ$8.41-5.82%120.49%66.80%$90.1M1.37%HELD
20TACTRANSALTA CORP$12.43-2.43%1.23%36.84%$84.1M1.28%HELD
21CBLCBL & ASSOCIATES PROPERTIES INC$59.32-1.22%139.27%172.96%$82.8M1.26%HELD
22FCXFREEPORT-MCMORAN INC$59.99-2.68%51.47%76.63%$71.7M1.09%HELD
23SATS 3.875 11/30/30ECHOSTAR CORP$64.3M0.98%HELD
24XPXP INC$16.31-2.92%5.10%-60.76%$60.4M0.92%HELD
25PEB 1.75 12/15/26PEBBLEBROOK HOTEL TRUST$56.4M0.86%HELD
26AWK 3.625 06/15/26AMERICAN WATER CAPITAL CORP$55.8M0.85%HELD
27AEROGRUPO AEROMEXICO SAB DE CV$15.08-3.08%-22.64%-31.69%$55.6M0.85%HELD
28ETSY 0.25 06/15/28ETSY INC$54.8M0.84%HELD
29BMRN 1.25 05/15/27BIOMARIN PHARMACEUTICAL INC$54.0M0.82%HELD
30BLCOBAUSCH LOMB CORP$16.20-2.47%22.78%8.76%$53.8M0.82%HELD
31COIN 0.5 06/01/26COINBASE GLOBAL INC$52.2M0.80%HELD
32KRCKILROY REALTY CORP$39.431.99%$52.2M0.80%HELD
33LILAKLIBERTY LATIN AMERICA LTD$8.382.44%$50.7M0.77%HELD
34ENPH 0 03/01/28ENPHASE ENERGY INC$50.6M0.77%HELD
35CRDOCREDO TECHNOLOGY GROUP HOLDING LTD$177.45-7.71%$50.6M0.77%HELD
36VAC 3.25 12/15/27MARRIOTT VACATIONS WORLDWIDE CORP$50.2M0.77%HELD
37RWAYRUNWAY GROWTH FINANCE CORP$5.540.36%$48.3M0.74%HELD
38SEALTD 0.25 09/15/26SEA LTD$46.9M0.72%HELD
39OKTA 0.375 06/15/26OKTA INC$46.7M0.71%HELD
40BSY 0.375 07/01/27BENTLEY SYSTEMS INC$44.7M0.68%HELD
41YPFYPF SA$50.320.96%$41.0M0.62%HELD
42QTWO 0.75 06/01/26Q2 HOLDINGS INC$40.9M0.62%HELD
43LYBLYONDELLBASELL INDUSTRIES NV$60.493.90%$40.3M0.61%HELD
44DKNG 0 03/15/28DRAFTKINGS INC$40.0M0.61%HELD
45XYZ 0 05/01/26BLOCK INC$37.7M0.57%HELD
46DXCM 0.375 05/15/28DEXCOM INC$37.3M0.57%HELD
47PRGS 1 04/15/26PROGRESS SOFTWARE CORP$36.1M0.55%HELD
48CNMD 2.25 06/15/27CONMED CORP$35.1M0.54%HELD
49U 0 11/15/26UNITY SOFTWARE INC$35.0M0.53%HELD
50AMPH 2 03/15/29AMPHASTAR PHARMACEUTICALS INC$34.5M0.53%HELD
51ADARRAY DIGITAL INFRASTRUCTURE INC$35.130.37%$33.4M0.51%HELD
52TDOC 1.25 06/01/27TELADOC HEALTH INC$31.7M0.48%HELD
53CXCEMEX SAB DE CV$11.70-2.50%$31.6M0.48%HELD
54ECVTECOVYST INC$12.03-2.35%$30.8M0.47%HELD
55ARRY 1 12/01/28ARRAY TECHNOLOGIES INC$28.2M0.43%HELD
56EMBJEMBRAER SA$67.66-2.07%$26.6M0.41%HELD
57SPB 3.375 06/01/29SPECTRUM BRANDS HOLDINGS INC$26.1M0.40%HELD
58FOUR 0.5 08/01/27SHIFT4 PAYMENTS INC$25.7M0.39%HELD
59CBRL 0.625 06/15/26CRACKER BARREL OLD COUNTRY STORE INC$25.7M0.39%HELD
60KRSPRICE ACQUISITION CORP 3$10.46-0.10%$24.7M0.38%HELD
61TXTERNIUM SA$48.06-2.57%$23.4M0.36%HELD
62SHAZSHARONAI HOLDINGS INC$40.09-10.87%$22.7M0.35%HELD
63OCSLOAKTREE SPECIALTY LENDING CORP$11.91-0.75%$20.9M0.32%HELD
64FIVN 1 03/15/29FIVE9 INC$19.0M0.29%HELD
65TEOTELECOM ARGENTINA SA$13.55-0.37%$19.0M0.29%HELD
66SNAP 0 05/01/27SNAP INC$18.7M0.29%HELD
67SMPLSIMPLY GOOD FOODS CO/THE$10.25-3.67%$16.2M0.25%HELD
68NVST 1.75 08/15/28ENVISTA HOLDINGS CORP$15.9M0.24%HELD
69NBR 1.75 06/15/29NABORS INDUSTRIES LTD$14.7M0.22%HELD
70SYNA 0.75 12/01/31SYNAPTICS INC$14.3M0.22%HELD
71MINEMAYFAIR GOLD CORP$2.442.52%$13.9M0.21%HELD
72BXMT 5.5 03/15/27BLACKSTONE MORTGAGE TRUST INC$12.9M0.20%HELD
73COGT 1.625 11/15/31COGENT BIOSCIENCES INC$12.5M0.19%HELD
74UPWK 0.25 08/15/26UPWORK INC$12.3M0.19%HELD
75BATLBATTALION OIL CORP$1.5218.75%$11.7M0.18%HELD
76ARWR 0 01/15/32ARROWHEAD PHARMACEUTICALS INC$11.5M0.17%HELD
77SMRTSMARTRENT INC$1.00-0.50%$11.3M0.17%HELD
78AFRM 0 11/15/26AFFIRM HOLDINGS INC$11.2M0.17%HELD
79JD 0.25 06/01/29JD.COM INC$11.0M0.17%HELD
80BMMBLUE MOON METALS INC$5.15-1.34%$10.9M0.17%HELD
81ITRI 1.375 07/15/30ITRON INC$10.4M0.16%HELD
82XYZ 0.25 11/01/27BLOCK INC$10.3M0.16%HELD
83AVAV 0 07/15/30AEROVIRONMENT INC$10.1M0.15%HELD
84MSTR 0 12/01/29STRATEGY INC$10.1M0.15%HELD
85ZD 1.75 11/01/26ZIFF DAVIS INC$9.9M0.15%HELD
86PENN 2.75 05/15/26PENN ENTERTAINMENT INC$9.6M0.15%HELD
87OPTUOPTIMUM COMMUNICATIONS INC$0.760.00%$9.5M0.15%HELD
88CALY 2.75 05/01/26CALLAWAY GOLF CO$9.2M0.14%HELD
89LCII 1.125 05/15/26LCI INDUSTRIES$9.1M0.14%HELD
90RDFN 0.5 04/01/27REDFIN CORP$8.8M0.13%HELD
91RGEN 1 12/15/28REPLIGEN CORP$8.8M0.13%HELD
92WGO 3.25 01/15/30WINNEBAGO INDUSTRIES INC$8.5M0.13%HELD
93RWT 7.75 06/15/27REDWOOD TRUST INC$8.4M0.13%HELD
94MXMAGNACHIP SEMICONDUCTOR CORP$3.01-6.81%$8.0M0.12%HELD
95TCOM 0.75 06/15/29TRIP.COM GROUP LTD$7.9M0.12%HELD
96NTNX 0.25 10/01/27NUTANIX INC$7.8M0.12%HELD
97DDOG 0 12/01/29DATADOG INC$7.5M0.11%HELD
98ILLUUILLUMINATION ACQUISITION CORP I$10.040.00%$7.4M0.11%HELD
99LILALIBERTY LATIN AMERICA LTD$8.522.59%$7.2M0.11%HELD
100NRGNRG ENERGY INC$124.23-2.61%$7.2M0.11%HELD
101AKAM 1.125 02/15/29AKAMAI TECHNOLOGIES INC$6.2M0.09%HELD
102MGPI 1.875 11/15/41MGP INGREDIENTS INC$6.0M0.09%HELD
103SNAP 0.125 03/01/28SNAP INC$5.5M0.08%HELD
104PD 1.5 10/15/28 *PAGERDUTY INC$5.4M0.08%HELD
105CRNC 1.5 07/01/28CERENCE INC$5.3M0.08%HELD
106NEO 0.25 01/15/28NEOGENOMICS INC$5.1M0.08%HELD
107GPRE 2.25 03/15/27GREEN PLAINS INC$5.0M0.08%HELD
108UPST 0.25 08/15/26UPSTART HOLDINGS INC$4.8M0.07%HELD
109PMT 8.5 06/01/29PENNYMAC MORTGAGE INVESTMENT TRUST$4.2M0.06%HELD
110PCG 4.25 12/01/27PG&E CORP$4.1M0.06%HELD
111BKLNINVESCO SENIOR INCOME TRUST$4.1M0.06%HELD
112SO 4.5 06/15/27SOUTHERN CO/THE$3.7M0.06%HELD
113BAND 0.5 04/01/28BANDWIDTH INC$3.7M0.06%HELD
114SNAP 0.75 08/01/26SNAP INC$3.7M0.06%HELD
115ZD 3.625 03/01/28ZIFF DAVIS INC$3.4M0.05%HELD
116BILL 0 04/01/27BILL HOLDINGS INC$3.2M0.05%HELD
117JBTM 0.25 05/15/26JBT MAREL CORP$2.9M0.04%HELD
118DOCN 0 12/01/26DIGITALOCEAN HOLDINGS INC$2.9M0.04%HELD
119HDBHDFC BANK LTD$2.8M0.04%HELD
120UBER 0.875 12/01/28 2028UBER TECHNOLOGIES INC$2.4M0.04%HELD
121NOG 3.625 04/15/29NORTHERN OIL & GAS INC$2.2M0.03%HELD
122COIN 0.25 04/01/30COINBASE GLOBAL INC$2.2M0.03%HELD
123CAKE 0.375 06/15/26CHEESECAKE FACTORY INC/THE$2.1M0.03%HELD
124MSTR 0.875 03/15/31STRATEGY INC$2.1M0.03%HELD
125POST 2.5 08/15/27POST HOLDINGS INC$2.1M0.03%HELD
126JAZZ 3.125 09/15/30JAZZ PHARMACEUTICALS PLC$2.1M0.03%HELD
127PSN 2.625 03/01/29PARSONS CORP$2.0M0.03%HELD
128LYV 2.875 01/15/30LIVE NATION ENTERTAINMENT INC$2.0M0.03%HELD
129SNOW 0 10/01/27SNOWFLAKE INC$1.9M0.03%HELD
130MTH 1.75 05/15/28MERITAGE HOMES CORP$1.8M0.03%HELD
131NEE 3 03/01/27NEXTERA ENERGY INC$1.8M0.03%HELD
132GLAD 5.875 10/01/30GLADSTONE CAPITAL CORP$1.8M0.03%HELD
133FLR 1.125 08/15/29FLUOR CORP$1.7M0.03%HELD
134RPD 0.25 03/15/27RAPID7 INC$1.6M0.02%HELD
135IRTC 1.5 09/01/29IRHYTHM TECHNOLOGIES INC$1.5M0.02%HELD
136CELC 2.75 08/01/31CELCUITY INC$1.5M0.02%HELD
137RIVN 3.625 10/15/30RIVIAN AUTOMOTIVE INC$1.2M0.02%HELD
138ALVOWALVOTECH SA$1.2M0.02%HELD
139ALRM 2.25 06/01/29ALARM.COM HOLDINGS INC$931K0.01%HELD
140HAE 2.5 06/01/29HAEMONETICS CORP$801K0.01%HELD
141IMCR 2.5 02/01/30IMMUNOCORE HOLDINGS PLC$751K0.01%HELD
142PDDPDD HOLDINGS INC$493K0.01%HELD
143ALVOALVOTECH SA$339K0.01%HELD
144BTAIBIOXCEL THERAPEUTICS INC$323K0.00%HELD
145KRSP/WSRICE ACQUISITION CORP 3$320K0.00%HELD

Source: SEC EDGAR · accession 0000949509-26-000004. 13F discloses long positions only — shorts, foreign equities, and options are excluded.