Fund Holdings — Wellesley Asset Management

Total Portfolio Value
$952.53M
Total Bought
$0
Total Sold
$0
Net Transaction
$0
Filing Period:
Securities
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SharesValue ($K)
Q4 2025
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Q1 2026
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Change
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Q4 2025
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Q1 2026
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Weight (%)
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Change
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MCHP US(MCHP)000027,7152.91%+27,715
GWRE US(GWRE)0004,28130,2673.18%+25,986
NVST US(NVST)000025,4072.67%+25,407
LMAT US(LMAT)0003,23321,2172.23%+17,983
DBX US(DBX)0004,00119,9152.09%+15,915
DDOG US(DDOG)00015,24429,3983.09%+14,154
CMS US(CMS)0002,48215,1791.59%+12,697
LCII US(LCII)00009,9251.04%+9,925
AVAV US(AVAV)00007,8120.82%+7,812
ARRY US(ARRY)00006,6920.70%+6,692
PRGS US(PRGS)00016,41122,1882.33%+5,777
JAZZ US(JAZZ)00005,6780.60%+5,678
AKAM US(AKAM)00029,40133,8773.56%+4,476
SO US(SO)00004,4600.47%+4,460
LYV US(LYV)00004,4490.47%+4,449
CAKE US(CAKE)00004,0970.43%+4,097
VSH US(VSH)00035,54939,5624.15%+4,013
PSN US(PSN)00024,55127,9752.94%+3,423
GPN US(GPN)00024,09026,7272.81%+2,637
NTNX US(NTNX)00002,4970.26%+2,497
PCRX US(PCRX)0004,9707,0170.74%+2,047
BOX US(BOX)00043,35245,3304.76%+1,978
AKAM US(AKAM)00017,85619,7552.07%+1,899
SPB US(SPB)0008,5759,1860.96%+611
LNTH US(LNTH)00016,94817,3511.82%+403
ON US(ON)00031,64332,0163.36%+373
BBIO US(BBIO)00002370.02%+237
CNP US(CNP)0004,1164,3460.46%+229
BBIO US(BBIO)00002120.02%+212
BMRN US(BMRN)0003,9003,8750.41%-25
WKC US(WKC)0006,0735,9840.63%-89
FOUR US(FOUR)00030,12829,5093.10%-619
MTH US(MTH)00033,69032,9003.45%-790
OMCL US(OMCL)00018,23017,2531.81%-977
COGT US(COGT)0004,6503,2800.34%-1,370
IMCR US(IMCR)0003,7442,1600.23%-1,584
WEC US(WEC)0003,4111,8160.19%-1,595
POST US(POST)0004,3242,6940.28%-1,630
FLR US(FLR)0005,2723,3640.35%-1,908
WGO US(WGO)00025,92623,9942.52%-1,932
TTEK US(TTEK)0005,3183,0560.32%-2,262
BL US(BL)00036,17433,6963.54%-2,478
ITRI US(ITRI)00036,87434,3763.61%-2,498
AMPH US(AMPH)00026,29023,6232.48%-2,667
PCG US(PCG)00038,24135,5473.73%-2,694
CSGS US
NOTE
0002,9360—-2,936
DUK US(DUK)0003,0950—-3,095
COLL US(COLL)0005,6192,4750.26%-3,144
GBX US(GBX)00036,30733,0173.47%-3,290
TYL US(TYL)0003,5040—-3,504
PPL US(PPL)00014,49510,8841.14%-3,611
MKSI US(MKSI)0003,6300—-3,630
CSWC US(CSWC)0004,4250—-4,425
RGEN US(RGEN)00026,54122,1122.32%-4,429
SYNA US(SYNA)00041,71236,1523.80%-5,560
LYFT US(LYFT)00025,78919,7392.07%-6,050
HAE US(HAE)00042,38134,8083.65%-7,573
ORA US(ORA)0008,3200—-8,320
LIVN US(LIVN)00039,27930,5003.20%-8,779
FE US(FE)00010,8640—-10,864
ALRM US(ALRM)00016,6665,2270.55%-11,439
ENOV US(ENOV)00012,9270—-12,927
LNT US(LNT)00013,0470—-13,047
JBTM US(JBTM)00020,1920—-20,192
SPOT US(SPOT)00021,4150—-21,415
F US(F)00038,7170—-38,717
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Wellesley Asset Management — 13F Holdings — Q1 2026 | TickerTrail