Fund Holdings — Wellesley Asset Management

Total Portfolio Value
$990.32M
Total Bought
$0
Total Sold
$0
Net Transaction
$0
Filing Period:
Securities
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SharesValue ($K)
Q4 2023
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Q1 2024
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Change
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Q4 2023
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Q1 2024
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Weight (%)
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Change
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ON(ON)000029,8943.02%+29,894
SPOT(SPOT)000028,7852.91%+28,785
SHOP(SHOP)000020,4122.06%+20,412
VIAV(VIAV)000018,9451.91%+18,945
JBT(JBTM)00025,88844,4094.48%+18,520
PPL(PPL)000012,2161.23%+12,216
ORA(ORA)0008,65315,3231.55%+6,670
GPRE(GPRE)0003344,6430.47%+4,309
LNT(LNT)00003,2610.33%+3,261
ITRI(ITRI)00040,33743,3194.37%+2,983
CAKE(CAKE)00021,24224,2252.45%+2,982
UBER(UBER)00057,00159,7106.03%+2,709
LNTH(LNTH)00001,6620.17%+1,662
SQ(XYZ)0001,3682,4110.24%+1,043
PATK(PATK)00011,55412,4121.25%+858
BMRN(BMRN)00041,87142,5174.29%+646
ASND(ASND)00005490.06%+549
MCHP(MCHP)00005360.05%+536
INSM(INSM)00004840.05%+484
SSRM00004770.05%+477
BSY(BSY)00004490.05%+449
ENPH(ENPH)00003890.04%+389
DBX(DBX)00003800.04%+380
LUV(LUV)0009,1819,5350.96%+354
FIVN(FIVN)0001,0131,2620.13%+249
JAZZ(JAZZ)00001980.02%+198
SO(SO)00001210.01%+121
GMED(GMED)0000950.01%+95
SQ(XYZ)0000890.01%+89
SRPT(SRPT)0002,7672,6610.27%-105
PODD(PODD)0002,1441,8110.18%-333
JAZZ(JAZZ)00029,76129,4102.97%-352
LRN(LRN)00016,12515,6561.58%-470
DXCM(DXCM)0005,6204,6020.46%-1,018
ABNB(ABNB)0009,1487,9630.80%-1,185
Z(Z)00014,90013,4731.36%-1,427
GBX(GBX)00066,06064,5626.52%-1,498
F(F)00065,63263,9846.46%-1,648
HAE(HAE)0002,2564700.05%-1,786
PETQ00034,95433,0963.34%-1,858
IMAX(IMAX)00040,81937,8163.82%-3,003
VIAV US(VIAV)0003,0410—-3,041
EEFT(EEFT)0009,8695,7750.58%-4,094
HALO(HALO)00053,21048,2104.87%-5,000
PCRX(PCRX)00038,58432,9523.33%-5,633
AKAM(AKAM)00067,36361,2076.18%-6,156
BURL(BURL)00028,91222,1712.24%-6,741
LCII(LCII)00067,20160,2126.08%-6,989
GES US0007,6230—-7,623
ENPH(ENPH)0008,9128310.08%-8,080
LITE(LITE)00037,15928,7642.90%-8,395
NICE(NICE)00024,97415,2971.54%-9,677
CBRL(CBRL)00015,0663,7680.38%-11,297
Equity00028,66515,9431.61%-12,722
IRWD(IRWD)00028,60611,2901.14%-17,316
SEDG(SEDG)00030,26110,5751.07%-19,686
JBLU(JBLU)00044,36819,1101.93%-25,258
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Wellesley Asset Management — 13F Holdings — Q1 2024 | TickerTrail