Wellesley Asset Management Diversified Active

CIK: 0001533551 · Show all filings

Period: Q1 2025 (← Previous) (Next →)

Filing Date: May 2, 2025

Total Value ($000): $1,002,922 (0.0% shares, 100.0% debt)

Holdings (61)

AKAM US 5.2%
Value ($000) $51,726 Shares 52,956,000 Est. Cost $1.61 Unrealized
BMRN US 4.9%
Value ($000) $49,179 Shares 52,084,000 Est. Cost $1.18 Unrealized
F US 4.7%
Value ($000) $46,868 Shares 47,875,000 Est. Cost $2.01 Unrealized
VSH US 4.3%
Value ($000) $43,252 Shares 49,023,000 Est. Cost $0.92 Unrealized
ON US 3.9%
Value ($000) $39,148 Shares 45,580,000 Est. Cost $0.97 Unrealized
AMPH US 3.8%
Value ($000) $38,163 Shares 43,068,000 Est. Cost $0.98 Unrealized
UBER US 3.7%
Value ($000) $37,188 Shares 34,938,000 Est. Cost $0.95 Unrealized
SRPT US 3.6%
Value ($000) $35,698 Shares 38,390,000 Est. Cost $0.94 Unrealized
SPOT US 3.5%
Value ($000) $35,348 Shares 29,526,000 Est. Cost $0.94 Unrealized
NICE IT 3.4%
Value ($000) $34,384 Shares 35,217,000 Est. Cost $0.95 Unrealized
GBX US 3.4%
Value ($000) $34,359 Shares 31,033,000 Est. Cost $1.78 Unrealized
HALO US 3.2%
Value ($000) $32,337 Shares 30,899,000 Est. Cost $1.76 Unrealized
LCII US 3.1%
Value ($000) $30,852 Shares 32,214,000 Est. Cost $1.35 Unrealized
WGO US 3.0%
Value ($000) $30,279 Shares 34,386,000 Est. Cost $0.88 Unrealized
JBTM US 3.0%
Value ($000) $30,027 Shares 29,961,000 Est. Cost $0.92 Unrealized
LYFT US 2.7%
Value ($000) $26,598 Shares 27,243,000 Est. Cost $0.98 Unrealized
AWK US 2.6%
Value ($000) $25,720 Shares 25,094,000 Est. Cost $1.02 Unrealized
FIVN US 2.4%
Value ($000) $24,021 Shares 28,143,000 Est. Cost $0.85 Unrealized
ITRI US 2.3%
Value ($000) $22,791 Shares 22,033,000 Est. Cost $1.32 Unrealized
PSN US 2.2%
Value ($000) $21,665 Shares 21,614,000 Est. Cost $1.00 Unrealized
GPN US 2.1%
Value ($000) $20,830 Shares 22,076,000 Est. Cost $0.94 Unrealized
PCG US 2.0%
Value ($000) $20,022 Shares 18,874,000 Est. Cost $1.06 Unrealized
CSWC US 2.0%
Value ($000) $19,876 Shares 20,304,000 Est. Cost $0.98 Unrealized
LIVN US 2.0%
Value ($000) $19,601 Shares 20,523,000 Est. Cost $0.96 Unrealized
ABNB US 1.9%
Value ($000) $19,305 Shares 20,200,000 Est. Cost $0.92 Unrealized
EXPE US 1.9%
Value ($000) $18,608 Shares 18,826,000 Est. Cost $0.99 Unrealized
JAZZ US 1.8%
Value ($000) $18,026 Shares 17,330,000 Est. Cost $0.99 Unrealized
LNT US 1.8%
Value ($000) $17,883 Shares 16,683,000 Est. Cost $0.99 Unrealized
IMAX US 1.7%
Value ($000) $16,617 Shares 15,006,000 Est. Cost $0.96 Unrealized
PPL US 1.6%
Value ($000) $16,514 Shares 14,731,000 Est. Cost $0.96 Unrealized
DXCM US 1.5%
Value ($000) $14,921 Shares 16,729,000 Est. Cost $0.89 Unrealized
LUV US 1.4%
Value ($000) $13,677 Shares 13,714,000 Est. Cost $1.01 Unrealized
WKC US 1.4%
Value ($000) $13,648 Shares 11,770,000 Est. Cost $1.22 Unrealized
ATSG US 1.2%
Value ($000) $11,632 Shares 11,678,000 Est. Cost $0.94 Unrealized
PCRX US 1.1%
Value ($000) $10,669 Shares 10,829,000 Est. Cost $1.73 Unrealized
FLR US 0.8%
Value ($000) $8,227 Shares 7,680,000 Est. Cost $1.22 Unrealized
ORA US 0.7%
Value ($000) $6,640 Shares 6,428,000 Est. Cost $0.99 Unrealized
CNP US 0.6%
Value ($000) $6,273 Shares 5,735,000 Est. Cost $1.02 Unrealized
TMDX US 0.6%
Value ($000) $5,602 Shares 5,146,000 Est. Cost $1.09 Unrealized
MGPI US 0.4%
Value ($000) $3,835 Shares 4,098,000 Est. Cost $0.98 Unrealized
AEIS US 0.4%
Value ($000) $3,670 Shares 3,566,000 Est. Cost $1.06 Unrealized
BE US 0.3%
Value ($000) $3,414 Shares 2,502,000 Est. Cost $0.98 Unrealized
CSGS US 0.2%
Value ($000) $2,111 Shares 1,949,000 Est. Cost $1.08 Unrealized
DXCM US 0.2%
Value ($000) $2,065 Shares 2,119,000 Est. Cost $0.99 Unrealized
CMS US 0.2%
Value ($000) $1,838 Shares 1,656,000 Est. Cost $1.00 Unrealized
ASND US 0.2%
Value ($000) $1,786 Shares 1,525,000 Est. Cost $1.17 Unrealized
DUK US 0.2%
Value ($000) $1,621 Shares 1,500,000 Est. Cost $1.08 Unrealized
COLL US 0.2%
Value ($000) $1,613 Shares 1,500,000 Est. Cost $1.08 Unrealized
DBX US 0.1%
Value ($000) $1,488 Shares 1,500,000 Est. Cost $1.01 Unrealized
RGEN US 0.1%
Value ($000) $1,326 Shares 1,347,000 Est. Cost $1.02 Unrealized
HALO US 0.1%
Value ($000) $1,258 Shares 1,000,000 Est. Cost $1.11 Unrealized
UBER US 0.1%
Value ($000) $1,220 Shares 1,000,000 Est. Cost $1.10 Unrealized
FWONA US 0.1%
Value ($000) $1,210 Shares 1,000,000 Est. Cost $1.22 Unrealized
SIRI US 0.1%
Value ($000) $1,192 Shares 1,151,000 Est. Cost $1.04 Unrealized
DAY US 0.1%
Value ($000) $1,173 Shares 1,225,000 Est. Cost $0.97 Unrealized
PRGS US 0.1%
Value ($000) $1,107 Shares 1,000,000 Est. Cost $1.11 Unrealized
IMCR US 0.1%
Value ($000) $1,003 Shares 1,200,000 Est. Cost $0.84 Unrealized
IRWD US 0.1%
Value ($000) $688 Shares 775,000 Est. Cost $1.01 Unrealized
AKAM US 0.1%
Value ($000) $573 Shares 602,000 Est. Cost $0.95 Unrealized
TTEK US 0.0%
Value ($000) $366 Shares 353,000 Est. Cost $1.04 Unrealized
SEDG US 0.0%
Value ($000) $193 Shares 200,000 Est. Cost $0.97 Unrealized