Fund Holdings — Wellesley Asset Management

Total Portfolio Value
$960.81M
Total Bought
$0
Total Sold
$0
Net Transaction
$0
Filing Period:
Securities
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SharesValue ($K)
Q3 2025
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Q4 2025
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Change
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Q3 2025
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Q4 2025
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Weight (%)
▲▼
Change
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SYNA US(SYNA)000041,7124.34%+41,712
ITRI US(ITRI)0004,27336,8743.84%+32,600
OMCL US(OMCL)000018,2301.90%+18,230
LNTH US(LNTH)000016,9481.76%+16,948
HAE US(HAE)00026,22342,3814.41%+16,158
DDOG US(DDOG)000015,2441.59%+15,244
ENOV US(ENOV)000012,9271.35%+12,927
PRGS US(PRGS)0003,55116,4111.71%+12,860
FOUR US(FOUR)00017,63430,1283.14%+12,494
BOX US(BOX)00032,15443,3524.51%+11,197
FE US(FE)000010,8641.13%+10,864
ALRM US(ALRM)0009,42816,6661.73%+7,238
GBX US(GBX)00030,08336,3073.78%+6,224
COGT US(COGT)00004,6500.48%+4,650
POST US(POST)00004,3240.45%+4,324
GWRE US(GWRE)00004,2810.45%+4,281
DBX US(DBX)00004,0010.42%+4,001
PCRX US(PCRX)0001,6524,9700.52%+3,319
LMAT US(LMAT)00003,2330.34%+3,233
RGEN US(RGEN)00024,69426,5412.76%+1,847
TTEK US(TTEK)0003,7485,3180.55%+1,570
COLL US(COLL)0004,1375,6190.58%+1,482
WKC US(WKC)0004,9996,0730.63%+1,074
GPN US(GPN)00023,54324,0902.51%+547
MKSI US(MKSI)0003,1083,6300.38%+522
IMCR US(IMCR)0003,2593,7440.39%+486
ORA US(ORA)0007,8738,3200.87%+447
TYL US(TYL)0003,2163,5040.36%+288
DUK US(DUK)0003,2023,0950.32%-107
AKAM US(AKAM)00029,61429,4013.06%-212
AKAM US(AKAM)00018,14217,8561.86%-286
CMS US(CMS)0002,7692,4820.26%-287
CNP US(CNP)0004,4474,1160.43%-330
FLR US(FLR)0005,6725,2720.55%-400
BL US(BL)00036,75636,1743.76%-581
LCII US(LCII)0006590—-659
WEC US(WEC)0004,1533,4110.36%-742
JBTM US(JBTM)00021,16620,1922.10%-975
PPL US(PPL)00015,81214,4951.51%-1,317
LNT US(LNT)00014,72013,0471.36%-1,673
MGPI US(MGPI)0001,9050—-1,905
WGO US(WGO)00027,84625,9262.70%-1,920
FIVN US(FIVN)0002,6060—-2,606
CSGS US
NOTE
0005,7822,9360.31%-2,847
BSY US(BSY)0003,3110—-3,311
PCG US(PCG)00041,57938,2413.98%-3,337
VSH US(VSH)00038,90835,5493.70%-3,360
PSN US(PSN)00028,71924,5512.56%-4,168
LIVN US(LIVN)00043,77939,2794.09%-4,500
ON US(ON)00036,73331,6433.29%-5,090
MTH US(MTH)00039,00333,6903.51%-5,313
F US(F)00044,39338,7174.03%-5,676
ABNB US(ABNB)0006,1190—-6,119
DXCM US(DXCM)0006,9350—-6,935
SPOT US(SPOT)00029,40521,4152.23%-7,990
LYFT US(LYFT)00033,81525,7892.68%-8,027
AEIS US(AEIS)0008,3840—-8,384
SPB US(SPB)00019,6598,5750.89%-11,084
AMPH US(AMPH)00038,57126,2902.74%-12,282
CSWC US(CSWC)00018,1924,4250.46%-13,768
GLAD US(GLAD)00014,4680—-14,468
IMAX US(IMAX)00015,6930—-15,693
DKNG US(DKNG)00017,9860—-17,986
BMRN US(BMRN)00025,6123,9000.41%-21,712
ITRI US(ITRI)00021,8270—-21,827
HALO US(HALO)00027,3090—-27,309
UBER US(UBER)00039,6100—-39,610
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