Fund Holdings — Wellesley Asset Management

Total Portfolio Value
$962.31M
Total Bought
$0
Total Sold
$0
Net Transaction
$0
Filing Period:
Securities
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SharesValue ($K)
Q3 2024
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Q4 2024
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Change
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Q3 2024
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Q4 2024
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Weight (%)
▲▼
Change
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CSWC US(CSWC)000018,9301.97%+18,930
GWRE US000016,6391.73%+16,639
EXPE US(EXPE)000010,2651.07%+10,265
VSH US(VSH)00038,71043,5684.53%+4,858
AMPH US(AMPH)00023,38627,4192.85%+4,032
OKTA US(OKTA)00001,9550.20%+1,955
CNP US(CNP)00021,99923,6812.46%+1,682
ABNB US(ABNB)00011,32112,8671.34%+1,546
MGPI US(MGPI)0001,6873,1730.33%+1,485
DDOG US00001,4500.15%+1,450
AWK US(AWK)0003,1874,5870.48%+1,400
GBX US(GBX)00052,00053,2395.53%+1,238
EXAS US00001,2340.13%+1,234
DAY US00001,2230.13%+1,223
FWONA US(FWONA)00001,2230.13%+1,223
UBER US(UBER)00001,1040.11%+1,104
PCG US(PCG)00001,0880.11%+1,088
OMCL US00001,0510.11%+1,051
RGEN US(RGEN)00001,0260.11%+1,026
DBX US(DBX)00001,0210.11%+1,021
JBTM US(JBTM)00041,22342,0574.37%+835
ARRY US(ARRY)00007560.08%+756
SRPT US(SRPT)0002,2862,9570.31%+670
IMCR US0006501,2610.13%+611
SHOP CN(SHOP)0003,5293,7690.39%+240
IRWD US(IRWD)0006867260.08%+40
BURL US(BURL)0006,0036,0370.63%+33
HALO US(HALO)0001,1911,0810.11%-110
LUV US(LUV)00018,09617,6751.84%-421
BMRN US(BMRN)00053,48753,0585.51%-429
ITRI US(ITRI)00023,22422,3982.33%-826
SIRI US(SIRI)0001,1372490.03%-888
JAZZ US(JAZZ)00028,37027,4232.85%-947
SPOT US(SPOT)00039,76338,6744.02%-1,088
LITE US(LITE)0001,1590—-1,159
TYL US(TYL)0001,2260—-1,226
IMAX US(IMAX)00032,44630,8383.20%-1,608
DXCM US(DXCM)0003,9652,1300.22%-1,836
BE US(BE)0005,4183,5450.37%-1,873
HALO US(HALO)00048,42646,4344.83%-1,992
AKAM US(AKAM)00050,65248,6015.05%-2,051
F US(F)00059,65057,5025.98%-2,149
PCRX US(PCRX)00013,73211,5181.20%-2,214
GVA US(GVA)0002,3450—-2,345
WKC US(WKC)00019,50116,9751.76%-2,525
ON US(ON)00039,76937,2283.87%-2,541
GMED US(GMED)0004,5951,8770.20%-2,717
CMS US(CMS)0004,2911,5520.16%-2,740
SO US(SO)0003,5360—-3,536
EEFT US(EEFT)0004,0210—-4,021
UBER US(UBER)00045,52541,3434.30%-4,182
FLR US(FLR)00016,97312,2051.27%-4,768
VIAV US(VIAV)00031,73226,9452.80%-4,787
LCII US(LCII)00065,08560,2986.27%-4,787
ZG US(Z)00010,8135,2690.55%-5,544
NICE IT(NICE)00040,50634,2383.56%-6,267
PEGA US(PEGA)0009,0682,6940.28%-6,374
AEIS US(AEIS)00017,1929,8101.02%-7,382
ORA US(ORA)00016,9329,0830.94%-7,849
PATK US(PATK)00011,2081,4600.15%-9,748
PPL US(PPL)00028,26617,7291.84%-10,537
LNT US(LNT)00030,97619,8122.06%-11,165
ATSG US00035,88718,3651.91%-17,522
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Wellesley Asset Management — 13F Holdings — Q4 2024 | TickerTrail