Wellesley Asset Management Diversified Active

CIK: 0001533551 · Show all filings

Period: Q4 2024 (← Previous) (Next →)

Filing Date: Jan 27, 2025

Total Value ($000): $962,313 (0.0% shares, 100.0% debt)

Holdings (58)

LCII US 6.3%
Value ($000) $60,298 Shares 61,292,000 Est. Cost $1.35 Unrealized
F US 6.0%
Value ($000) $57,502 Shares 59,383,000 Est. Cost $2.01 Unrealized
GBX US 5.5%
Value ($000) $53,239 Shares 43,961,000 Est. Cost $1.78 Unrealized
BMRN US 5.5%
Value ($000) $53,058 Shares 56,960,000 Est. Cost $1.18 Unrealized
AKAM US 5.1%
Value ($000) $48,601 Shares 48,338,000 Est. Cost $1.67 Unrealized
HALO US 4.8%
Value ($000) $46,434 Shares 48,602,000 Est. Cost $1.76 Unrealized
VSH US 4.5%
Value ($000) $43,568 Shares 48,530,000 Est. Cost $0.92 Unrealized
JBTM US 4.4%
Value ($000) $42,057 Shares 42,450,000 Est. Cost $0.92 Unrealized
UBER US 4.3%
Value ($000) $41,343 Shares 40,892,000 Est. Cost $0.95 Unrealized
SPOT US 4.0%
Value ($000) $38,674 Shares 36,251,000 Est. Cost $0.94 Unrealized
ON US 3.9%
Value ($000) $37,228 Shares 39,439,000 Est. Cost $0.98 Unrealized
NICE IT 3.6%
Value ($000) $34,238 Shares 35,620,000 Est. Cost $0.95 Unrealized
IMAX US 3.2%
Value ($000) $30,838 Shares 28,902,000 Est. Cost $0.96 Unrealized
JAZZ US 2.8%
Value ($000) $27,423 Shares 27,030,000 Est. Cost $0.99 Unrealized
AMPH US 2.8%
Value ($000) $27,419 Shares 29,413,000 Est. Cost $1.03 Unrealized
VIAV US 2.8%
Value ($000) $26,945 Shares 26,061,000 Est. Cost $0.97 Unrealized
CNP US 2.5%
Value ($000) $23,681 Shares 23,138,000 Est. Cost $1.02 Unrealized
ITRI US 2.3%
Value ($000) $22,398 Shares 21,556,000 Est. Cost $1.33 Unrealized
LNT US 2.1%
Value ($000) $19,812 Shares 19,269,000 Est. Cost $0.99 Unrealized
CSWC US 2.0%
Value ($000) $18,930 Shares 19,377,000 Est. Cost $0.98 Unrealized
ATSG US 1.9%
Value ($000) $18,365 Shares 18,487,000 Est. Cost $0.94 Unrealized
PPL US 1.8%
Value ($000) $17,729 Shares 16,972,000 Est. Cost $0.96 Unrealized
LUV US 1.8%
Value ($000) $17,675 Shares 17,137,000 Est. Cost $1.01 Unrealized
WKC US 1.8%
Value ($000) $16,975 Shares 15,020,000 Est. Cost $1.22 Unrealized
GWRE US 1.7%
Value ($000) $16,639 Shares 17,000,000 Est. Cost $0.98 Unrealized
ABNB US 1.3%
Value ($000) $12,867 Shares 13,711,000 Est. Cost $0.91 Unrealized
FLR US 1.3%
Value ($000) $12,205 Shares 9,680,000 Est. Cost $1.22 Unrealized
PCRX US 1.2%
Value ($000) $11,518 Shares 11,866,000 Est. Cost $1.73 Unrealized
EXPE US 1.1%
Value ($000) $10,265 Shares 10,327,000 Est. Cost $0.99 Unrealized
AEIS US 1.0%
Value ($000) $9,810 Shares 8,988,000 Est. Cost $1.06 Unrealized
ORA US 0.9%
Value ($000) $9,083 Shares 9,183,000 Est. Cost $0.99 Unrealized
BURL US 0.6%
Value ($000) $6,037 Shares 4,621,000 Est. Cost $0.75 Unrealized
ZG US 0.5%
Value ($000) $5,269 Shares 4,548,000 Est. Cost $1.10 Unrealized
AWK US 0.5%
Value ($000) $4,587 Shares 4,642,000 Est. Cost $1.01 Unrealized
SHOP CN 0.4%
Value ($000) $3,769 Shares 3,694,000 Est. Cost $0.95 Unrealized
BE US 0.4%
Value ($000) $3,545 Shares 2,548,000 Est. Cost $0.98 Unrealized
MGPI US 0.3%
Value ($000) $3,173 Shares 3,436,000 Est. Cost $0.99 Unrealized
SRPT US 0.3%
Value ($000) $2,957 Shares 2,677,000 Est. Cost $1.04 Unrealized
PEGA US 0.3%
Value ($000) $2,694 Shares 2,718,000 Est. Cost $0.98 Unrealized
DXCM US 0.2%
Value ($000) $2,130 Shares 2,209,000 Est. Cost $0.99 Unrealized
OKTA US 0.2%
Value ($000) $1,955 Shares 2,100,000 Est. Cost $0.93 Unrealized
GMED US 0.2%
Value ($000) $1,877 Shares 1,900,000 Est. Cost $0.98 Unrealized
CMS US 0.2%
Value ($000) $1,552 Shares 1,494,000 Est. Cost $0.99 Unrealized
PATK US 0.2%
Value ($000) $1,460 Shares 1,071,000 Est. Cost $0.93 Unrealized
DDOG US 0.2%
Value ($000) $1,450 Shares 1,500,000 Est. Cost $0.97 Unrealized
IMCR US 0.1%
Value ($000) $1,261 Shares 1,500,000 Est. Cost $0.85 Unrealized
EXAS US 0.1%
Value ($000) $1,234 Shares 1,200,000 Est. Cost $1.03 Unrealized
DAY US 0.1%
Value ($000) $1,223 Shares 1,264,000 Est. Cost $0.97 Unrealized
FWONA US 0.1%
Value ($000) $1,223 Shares 1,000,000 Est. Cost $1.22 Unrealized
UBER US 0.1%
Value ($000) $1,104 Shares 1,000,000 Est. Cost $1.10 Unrealized
PCG US 0.1%
Value ($000) $1,088 Shares 1,000,000 Est. Cost $1.09 Unrealized
HALO US 0.1%
Value ($000) $1,081 Shares 1,000,000 Est. Cost $1.11 Unrealized
OMCL US 0.1%
Value ($000) $1,051 Shares 1,000,000 Est. Cost $1.05 Unrealized
RGEN US 0.1%
Value ($000) $1,026 Shares 1,000,000 Est. Cost $1.03 Unrealized
DBX US 0.1%
Value ($000) $1,021 Shares 1,000,000 Est. Cost $1.02 Unrealized
ARRY US 0.1%
Value ($000) $756 Shares 1,025,000 Est. Cost $0.74 Unrealized
IRWD US 0.1%
Value ($000) $726 Shares 775,000 Est. Cost $1.01 Unrealized
SIRI US 0.0%
Value ($000) $249 Shares 240,000 Est. Cost $1.03 Unrealized