Fund HoldingsVIRTUS ADVISERS, LLC

Total Portfolio Value
$188.23M
Total Bought
$60.32M
Total Sold
$35.35M
Net Transaction
+$24.97M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
PALANTIR TECHNOLOGIES INC(PLTR)043,716+43,71601,0060.53%+1,006
HOST HOTELS & RESORTS INC(HST)047,997+47,99709930.53%+993
DISCOVER FINL SVCS07,546+7,54609890.53%+989
BLACKROCK TCP CAPITAL CORP0139,060+139,06001,4500.77%+1,450
PUBLIC STORAGE(PSA)03,211+3,21109310.49%+931
MARTIN MARIETTA MATLS INC(MLM)01,514+1,51409300.49%+930
VULCAN MATLS CO(VMC)03,399+3,39909280.49%+928
PROGRESSIVE CORP(PGR)04,445+4,44509190.49%+919
COUPANG INC(CPNG)051,223+51,22309110.48%+911
KKR & CO INC(KKR)09,020+9,02009070.48%+907
UBER TECHNOLOGIES INC(UBER)011,781+11,78109070.48%+907
PARKER-HANNIFIN CORP(PH)01,617+1,61708990.48%+899
LIVE NATION ENTERTAINMENT IN(LYV)08,416+8,41608900.47%+890
XYLEM INC(XYL)06,660+6,66008610.46%+861
AMERIPRISE FINL INC(AMP)01,952+1,95208560.45%+856
BLACKSTONE INC(BX)06,366+6,36608360.44%+836
DEXCOM INC(DXCM)05,957+5,95708260.44%+826
ULTA BEAUTY INC(ULTA)01,578+1,57808250.44%+825
CHUBB LIMITED
COM
03,152+3,15208170.43%+817
ADVANCED MICRO DEVICES INC(AMD)04,496+4,49608110.43%+811
CORPAY INC(CPAY)02,624+2,62408100.43%+810
STERIS PLC(STE)03,497+3,49707860.42%+786
PAYCHEX INC(PAYX)06,169+6,16907580.40%+758
TEXAS INSTRS INC(TXN)04,347+4,34707570.40%+757
ELECTRONIC ARTS INC(EA)05,444+5,44407220.38%+722
S&P GLOBAL INC(SPGI)01,697+1,69707220.38%+722
GEN DIGITAL INC(GEN)032,143+32,14307200.38%+720
ZOOM VIDEO COMMUNICATIONS IN(ZM)010,882+10,88207110.38%+711
EXTRA SPACE STORAGE INC(EXR)06,318+6,31809290.49%+929
TESLA INC(TSLA)03,624+3,62406370.34%+637
MARKETAXESS HLDGS INC(MKTX)02,781+2,78106100.32%+610
NVIDIA CORPORATION(NVDA)01,266+1,26601,1440.61%+1,144
DIAMONDBACK ENERGY INC(FANG)06,150+6,15001,2190.65%+1,219
VALERO ENERGY CORP(VLO)05,868+5,86801,0020.53%+1,002
NU HLDGS LTD(NU)71,62484,646+13,0225971,0100.54%+413
MARATHON PETE CORP(MPC)04,919+4,91909910.53%+991
TARSUS PHARMACEUTICALS INC(TARS)17,06119,928+2,8673457240.38%+379
PIONEER NAT RES CO3,2734,247+9747361,1150.59%+379
THE TRADE DESK INC(TTD)010,793+10,79309440.50%+944
CABLE ONE INC00003500.19%+350
ELI LILLY & CO(LLY)1,0121,204+1925909370.50%+347
OXFORD LANE CAP CORP0233,087+233,08701,1840.63%+1,184
ARCH CAP GROUP LTD
ORD
09,432+9,43208720.46%+872
COTERRA ENERGY INC037,819+37,81901,0540.56%+1,054
ALIGN TECHNOLOGY INC02,844+2,84409330.50%+933
INTERACTIVE BROKERS GROUP IN(IBKR)08,289+8,28909260.49%+926
LEXICON PHARMACEUTICALS INC(LXRX)250,923293,092+42,1693847030.37%+320
WEST PHARMACEUTICAL SVSC INC(WST)02,157+2,15708540.45%+854
META PLATFORMS INC(META)01,963+1,96309530.51%+953
VIKING THERAPEUTICS INC(VKTX)04,511+4,51103700.20%+370
STEEL DYNAMICS INC(STLD)06,525+6,52509670.51%+967
ONEOK INC NEW(OKE)010,980+10,98008800.47%+880
CATERPILLAR INC(CAT)02,621+2,62109600.51%+960
GLADSTONE INVT CORP(GAIN)040,275+40,27505730.30%+573
ENTERPRISE PRODS PARTNERS L(EPD)027,995+27,99508170.43%+817
ADMA BIOLOGICS INC80,74394,312+13,5693656220.33%+258
PHILLIPS 66(PSX)05,775+5,77509430.50%+943
VEEVA SYS INC(VEEV)2,9963,577+5815778290.44%+252
QUANTA SVCS INC3,5333,874+3417621,0060.53%+244
COPART INC(CPRT)015,297+15,29708860.47%+886
BARINGS BDC INC(BBDC)075,150+75,15006990.37%+699
APOLLO GLOBAL MGMT INC(APO)7,0587,947+8896588940.47%+236
OLD DOMINION FREIGHT LINE IN(ODFL)03,846+3,84608430.45%+843
SLR INVESTMENT CORP049,298+49,29807570.40%+757
APPLIED MATLS INC04,536+4,53609350.50%+935
WESTERN MIDSTREAM PARTNERS L(WES)06,421+6,42102280.12%+228
PACCAR INC(PCAR)07,501+7,50109290.49%+929
SARATOGA INVT CORP(SAJ)027,901+27,90106470.34%+647
IMPERIAL OIL LTD(IMO)03,190+3,19002210.12%+221
DELTA AIR LINES INC DEL(DAL)18,24119,930+1,6897349540.51%+220
ICON PLC(ICLR)02,867+2,86709630.51%+963
BROWN & BROWN INC(BRO)09,603+9,60308410.45%+841
AIRBNB INC05,324+5,32408780.47%+878
OUTFRONT MEDIA INC(OUT)012,951+12,95102170.12%+217
CRESCENT CAP BDC INC041,703+41,70307200.38%+720
VIPER ENERGY INC(VNOM)05,630+5,63002170.12%+217
UNITED AIRLS HLDGS INC(UAL)16,51918,710+2,1916828960.48%+214
OVINTIV INC(OVV)04,118+4,11802140.11%+214
CANADIAN NAT RES LTD(CNQ)02,794+2,79402130.11%+213
NEW MTN FIN CORP053,359+53,35906760.36%+676
REGENERON PHARMACEUTICALS(REGN)01,228+1,22801,1820.63%+1,182
CARLYLE SECURED LENDING INC039,733+39,73306470.34%+647
PLAINS ALL AMERN PIPELINE L(PAA)011,832+11,83202080.11%+208
CHIPOTLE MEXICAN GRILL INC(CMG)321324+37349420.50%+208
BERRY CORP025,600+25,60002060.11%+206
PLAINS GP HLDGS L P(PAGP)011,260+11,26002050.11%+205
BLACKROCK INNOVATION AND GRW(BTX)092,125+92,12507500.40%+750
STELLUS CAP INVT CORP054,217+54,21707090.38%+709
LYONDELLBASELL INDUSTRIES N
SHS - A -
08,008+8,00808190.44%+819
TENARIS S A(TS)05,153+5,15302020.11%+202
BAIN CAP SPECIALTY FIN INC(BCSF)041,354+41,35406480.34%+648
FIDUS INVT CORP031,082+31,08206140.33%+614
SPRINGWORKS THERAPEUTICS INC9,40610,987+1,5813435410.29%+197
SITIO ROYALTIES CORP07,934+7,93401960.10%+196
WHITEHORSE FIN INC060,597+60,59707510.40%+751
INVESCO SR INCOME TR0163,511+163,51107000.37%+700
SPOK HLDGS INC012,199+12,19901950.10%+195
GOLDMAN SACHS BDC INC(GSBD)051,520+51,52007720.41%+772
PATTERSON-UTI ENERGY INC(PTEN)016,236+16,23601940.10%+194
CION INVT CORP(CICB)050,959+50,95905610.30%+561
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