Fund Holdings — Wellesley Asset Management

Total Portfolio Value
$998.84M
Total Bought
$0
Total Sold
$0
Net Transaction
$0
Filing Period:
Securities
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SharesValue ($K)
Q2 2025
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Q3 2025
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Change
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Q2 2025
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Q3 2025
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Weight (%)
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Change
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BL US(BL)0001,07236,7563.68%+35,684
BOX US(BOX)000032,1543.22%+32,154
F US(F)00023,19544,3934.44%+21,198
RGEN US(RGEN)0004,50124,6942.47%+20,193
FOUR US(FOUR)000017,6341.77%+17,634
AKAM US(AKAM)00089918,1421.82%+17,243
GLAD US(GLAD)000014,4681.45%+14,468
LIVN US(LIVN)00031,98743,7794.38%+11,792
HAE US(HAE)00017,54026,2232.63%+8,682
ALRM US(ALRM)0001,2219,4280.94%+8,207
PCG US(PCG)00035,18141,5794.16%+6,398
LYFT US(LYFT)00027,61833,8153.39%+6,197
WGO US(WGO)00023,00827,8462.79%+4,838
TYL US(TYL)00003,2160.32%+3,216
MKSI US(MKSI)00003,1080.31%+3,108
MTH US(MTH)00036,61339,0033.90%+2,390
PCRX US(PCRX)00001,6520.17%+1,652
HALO US(HALO)00025,96427,3092.73%+1,346
PSN US(PSN)00027,50228,7192.88%+1,216
WEC US(WEC)0003,3914,1530.42%+763
AEIS US(AEIS)0007,7388,3840.84%+646
IMCR US(IMCR)0002,7853,2590.33%+474
COLL US(COLL)0003,8144,1370.41%+323
CSGS US
NOTE
0005,6115,7820.58%+172
IMAX US(IMAX)00015,59815,6931.57%+96
ABNB US(ABNB)0006,0576,1190.61%+62
DKNG US(DKNG)00017,93517,9861.80%+51
CMS US(CMS)0002,7382,7690.28%+31
MGPI US(MGPI)0001,8951,9050.19%+10
TTEK US(TTEK)0003,9473,7480.38%-199
PRGS US(PRGS)0003,8043,5510.36%-254
LNT US(LNT)00015,01514,7201.47%-295
UBER US(UBER)00039,90839,6103.97%-297
JBTM US(JBTM)00021,50421,1662.12%-338
BSY US(BSY)0003,7773,3110.33%-466
DUK US(DUK)0003,7183,2020.32%-516
ITRI US(ITRI)0005,0984,2730.43%-824
AMPH US(AMPH)00039,54238,5713.86%-971
PPL US(PPL)00017,10115,8121.58%-1,290
CSWC US(CSWC)00019,50718,1921.82%-1,315
GVA US(GVA)0001,3310—-1,331
SPB US(SPB)00021,04819,6591.97%-1,388
GPN US(GPN)00025,29723,5432.36%-1,754
DXCM US(DXCM)0001,9810—-1,981
ITRI US(ITRI)00024,41221,8272.19%-2,585
UBER US(UBER)0002,8320—-2,832
ORA US(ORA)00010,9287,8730.79%-3,055
BE US(BE)0003,2930—-3,293
DBX US(DBX)0003,5280—-3,528
HALO US(HALO)0003,7470—-3,747
CNP US(CNP)0008,3584,4470.45%-3,911
FWONA US(FWONA)0003,9420—-3,942
ON US(ON)00040,70636,7333.68%-3,973
VSH US(VSH)00043,09738,9083.90%-4,189
ASND US(ASND)0004,4140—-4,414
SPOT US(SPOT)00033,95029,4052.94%-4,545
TXN US0005,6590—-5,659
GBX US(GBX)00035,90030,0833.01%-5,817
FLR US(FLR)00014,4515,6720.57%-8,780
PCRX US(PCRX)00010,5110—-10,511
WKC US(WKC)00015,8144,9990.50%-10,816
EXPE US(EXPE)00012,1510—-12,151
DXCM US(DXCM)00021,1986,9350.69%-14,263
FIVN US(FIVN)00018,0662,6060.26%-15,460
NICE IT(NICE)00016,0190—-16,019
JAZZ US(JAZZ)00016,5570—-16,557
BMRN US(BMRN)00047,71025,6122.56%-22,098
AWK US(AWK)00022,9080—-22,908
AKAM US(AKAM)00052,94129,6142.96%-23,327
LCII US(LCII)00029,6556590.07%-28,997
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Wellesley Asset Management — 13F Holdings — Q3 2025 | TickerTrail