Fund Holdings

MACKAY SHIELDS LLC

Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
LUMENTUM HLDGS INC(LITE)00085,335,117143,553,1995.26%+58,218,082
INTEGER HLDGS CORP(ITGR)000043,284,9021.59%+43,284,902
ORACLE CORP(ORCL)0646,846+646,846029,719,5381.09%+29,719,538
UNITY SOFTWARE INC(U)000026,841,8710.98%+26,841,871
PELOTON INTERACTIVE INC(PTON)000026,005,4400.95%+26,005,440
NINE ENERGY SERVICE INC03,066,434+3,066,434025,144,7580.92%+25,144,758
WESTERN DIGITAL CORP(WDC)00086,588,830110,830,3134.06%+24,241,483
ADVANCED ENERGY INDS(AEIS)00073,283,27195,383,1783.50%+22,099,907
MKS INC.(MKSI)00046,700,89560,398,4402.21%+13,697,545
BLACKROCK MUNIYILD QULT FD I(MQY)357,8371,594,019+1,236,1824,043,55817,502,3290.64%+13,458,771
FRESHPET INC(FRPT)00025,001,87636,577,1091.34%+11,575,233
BLACKROCK MUNIYIELD N Y QUAL1,174,1712,349,687+1,175,51611,636,03522,556,9950.83%+10,920,960
NORTHERN OIL & GAS INC(NOG)00029,025,80136,612,8681.34%+7,587,067
BLACKROCK MUNIYIELD QUALITY0526,256+526,25605,530,9510.20%+5,530,951
AKAMAI TECHNOLOGIES INC(AKAM)00034,014,01139,249,6741.44%+5,235,663
BRIDGEBIO PHARMA INC(BBIO)00032,298,59837,363,5181.37%+5,064,920
BLACKROCK MUN TARGET TERM TR(BTT)1,364,1271,566,262+202,13531,129,37835,554,1471.30%+4,424,769
ON SEMICONDUCTOR CORP(ON)00046,968,05550,596,7991.86%+3,628,744
BURLINGTON STORES INC(BURL)00030,283,19433,727,2451.24%+3,444,051
ARROWHEAD PHARMACEUTICALS IN(ARWR)00003,111,3000.11%+3,111,300
MIRUM PHARMACEUTICALS INC(MIRM)00065,982,85568,958,1982.53%+2,975,343
NEXTERA ENERGY INC(NEE)463,345472,936+9,59123,950,68526,667,5700.98%+2,716,885
FLUOR CORP(FLR)00030,012,52232,483,9881.19%+2,471,466
AEROVIRONMENT INC(AVAV)00011,103,37512,961,2960.48%+1,857,921
CABLE ONE INC00056,650,40458,367,3662.14%+1,716,962
GREENBRIER COS INC(GBX)00020,517,44722,046,6690.81%+1,529,222
LIVE NATION ENTERTAINMENT IN(LYV)00031,258,30532,115,9601.18%+857,655
JAZZ INVESTMENTS I LTD(JAZZ)00015,177,64815,907,2490.58%+729,601
SPDR GOLD TR(GLD)15,33615,33606,077,8106,598,9270.24%+521,117
SPECTRUM BRANDS INC(SPB)0007,450,4007,861,3220.29%+410,922
INTEGER HLDGS CORP(ITGR)0004,193,8394,541,1700.17%+347,331
SOUTHERN CO(SO)0005,973,2266,264,9360.23%+291,710
WEC ENERGY GROUP INC(WEC)0006,222,8866,514,4300.24%+291,544
QXO INC(QXO)1,171,1591,170,361-79865,023,43765,257,9452.39%+234,508
OSI SYSTEMS INC(OSIS)0006,706,3566,930,2110.25%+223,855
LIVE NATION ENTERTAINMENT IN(LYV)0006,958,5127,178,7940.26%+220,282
PPL CAP FDG INC(PPL)000549,375586,3750.02%+37,000
DUKE ENERGY CORP NEW(DUK)000515,625551,7500.02%+36,125
BLACKROCK MUNIYIELD MICH QU664,819658,969-5,8507,804,9767,828,5510.29%+23,575
NEW YORK LIFE INVTS ACTIVE E
MACKAY SECURITI
11,13611,504+368286,564295,0900.01%+8,526
CHEGG INC00040,20843,4250.00%+3,217
MGP INGREDIENTS INC NEW00013,780,50413,763,5340.50%-16,970
HALOZYME THERAPEUTICS INC(HALO)0005,645,2635,615,9820.21%-29,281
MFS MUN INCOME TR339,657333,155-6,5021,844,3381,795,7050.07%-48,633
CLOUDFLARE INC(NET)0006,708,8396,648,7800.24%-60,059
BLACKLINE INC(BL)000671,417598,3290.02%-73,088
CHEESECAKE FACTORY INC(CAKE)00015,277,77115,177,5820.56%-100,189
ABRDN NATL MUN INCOME FD401,695401,69504,125,4084,000,8820.15%-124,526
INVESCO PA VALUE MUN INC TR14,4330-14,433150,9690-150,969
WW INTL INC14,37114,3710419,849197,4580.01%-222,391
WARNER BROS DISCOVERY INC(WBD)226,250226,25006,520,5256,212,8250.23%-307,700
SYNAPTICS INC(SYNA)00017,106,80216,763,2110.61%-343,591
NUTANIX INC(NTNX)0005,091,6824,688,7130.17%-402,969
BILL HOLDINGS INC(BILL)00013,926,30913,467,2090.49%-459,100
INVESCO ADVANTAGE MUN INCOME105,76845,320-60,448964,604392,4710.01%-572,133
HEWLETT PACKARD ENTERPRISE C(HPE)597,863601,856+3,99339,619,52539,017,5751.43%-601,950
BLACKROCK MUNIVEST FD II INC65,6780-65,678709,9790-709,979
TURNING PT BRANDS INC(TPB)6,8020-6,802737,3370-737,337
INVESCO MUN OPPORTUNIT TR205,338126,255-79,0831,965,0851,200,6850.04%-764,400
UBER TECHNOLOGIES INC(UBER)00055,403,85954,602,8052.00%-801,054
MICROCHIP TECHNOLOGY INC.(MCHP)601,474601,047-42735,139,43934,317,1191.26%-822,320
WELLS FARGO & CO(WFC)14,77014,760-1017,966,18017,127,1530.63%-839,027
DWS MUN INCOME TR NEW92,5050-92,505840,8700-840,870
WORKIVA INC(WK)00016,668,86315,817,9380.58%-850,925
IONIS PHARMACEUTICALS INC(IONS)00016,573,24015,706,0870.58%-867,153
NCL CORP LTD(NCLH)00038,891,00037,977,0621.39%-913,938
BLACKROCK INVT QUALITY MUN T92,0770-92,0771,031,2620-1,031,262
DATADOG INC(DDOG)00033,844,25232,796,3901.20%-1,047,862
CHEFS WHSE INC(CHEF)00036,156,17135,100,8961.29%-1,055,275
INVESCO TR INVT GRADE MUNS308,543209,167-99,3763,199,5912,064,4790.08%-1,135,112
INVESCO MUNICIPAL TRUST325,107208,814-116,2933,137,2831,987,9090.07%-1,149,374
PARSONS CORP DEL(PSN)00026,930,05725,780,2050.95%-1,149,852
NUVEEN NY AMT FREE(NRK)641,105519,880-121,2256,468,7505,307,9740.19%-1,160,776
SPDR SERIES TRUST
ST STR CONV ETF
13,6330-13,6331,216,0640-1,216,064
BANK AMERICA CORP20,92720,867-6026,202,26224,884,8360.91%-1,317,426
NUVEEN PA INVT QUALITY MUN F229,220117,934-111,2862,725,4261,406,9530.05%-1,318,473
BLACKROCK MUNIHLDGS NJ QLTY1,232,8731,147,932-84,94114,671,18913,281,5740.49%-1,389,615
AFFIRM HLDGS INC(AFRM)00026,921,42625,467,2760.93%-1,454,150
DROPBOX INC(DBX)00024,578,39223,119,0120.85%-1,459,380
GULFPORT ENERGY CORP(GPOR)108,59298,592-10,00022,586,05020,859,1090.76%-1,726,941
NUTANIX INC(NTNX)00028,632,87026,814,0550.98%-1,818,815
EATON VANCE MUN BD FD318,814125,764-193,0503,102,0601,228,7140.05%-1,873,346
BLACKROCK N Y MUN INCOME TRU218,5590-218,5592,216,1880-2,216,188
LUMENTUM HLDGS INC(LITE)00017,790,28315,551,8000.57%-2,238,483
GUIDEWIRE SOFTWARE INC(GWRE)00027,711,99425,099,8500.92%-2,612,144
PATRICK INDS INC(PATK)00035,983,93133,200,6231.22%-2,783,308
ALNYLAM PHARMACEUTICALS INC(ALNY)00021,846,88919,053,1640.70%-2,793,725
BLACKROCK MUNIHOLDINGS FD IN2,166,2701,982,355-183,91525,432,01022,360,9650.82%-3,071,045
NUVEEN MUN CR INCOME FD(NZF)324,50255,659-268,8434,082,235677,9270.02%-3,404,308
RIVIAN AUTOMOTIVE INC(RIVN)00023,392,25719,937,9650.73%-3,454,292
PROGRESS SOFTWARE CORP(PRGS)00029,040,77025,556,2140.94%-3,484,556
BOEING CO830,097829,414-68357,663,02053,888,3701.98%-3,774,650
IONIS PHARMACEUTICALS INC(IONS)0003,792,1600-3,792,160
BLACKROCK MUNI INCOME TR II363,9510-363,9513,799,6480-3,799,648
LIBERTY MEDIA CORP DEL(FWONA)00043,128,53039,259,6921.44%-3,868,838
LANTHEUS HLDGS INC(LNTH)00065,100,81761,196,3982.24%-3,904,419
UPSTART HLDGS INC(UPST)00022,053,46017,929,1240.66%-4,124,336
OIL STS INTL INC0004,150,4770-4,150,477
ISHARES GOLD TR(IAU)475,000390,150-84,85038,555,75034,395,6241.26%-4,160,126
LIBERTY MEDIA CORP DEL(SIRI)00029,767,23825,477,3190.93%-4,289,919
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