Wellesley Asset Management Diversified Active

CIK: 0001533551 · Show all filings

Period: Q3 2025 (← Previous) (Next →)

Filing Date: Oct 21, 2025

Total Value ($000): $998,841 (0.0% shares, 100.0% debt)

Holdings (56)

F US 4.4%
Value ($000) $44,393 Shares 43,397,000 Est. Cost $1.55 Unrealized
LIVN US 4.4%
Value ($000) $43,779 Shares 41,174,000 Est. Cost $1.00 Unrealized
PCG US 4.2%
Value ($000) $41,579 Shares 40,702,000 Est. Cost $1.03 Unrealized
UBER US 4.0%
Value ($000) $39,610 Shares 32,878,000 Est. Cost $0.95 Unrealized
MTH US 3.9%
Value ($000) $39,003 Shares 37,859,000 Est. Cost $0.99 Unrealized
VSH US 3.9%
Value ($000) $38,908 Shares 42,715,000 Est. Cost $0.92 Unrealized
AMPH US 3.9%
Value ($000) $38,571 Shares 42,357,000 Est. Cost $0.98 Unrealized
BL US 3.7%
Value ($000) $36,756 Shares 35,940,000 Est. Cost $1.02 Unrealized
ON US 3.7%
Value ($000) $36,733 Shares 39,675,000 Est. Cost $0.97 Unrealized
LYFT US 3.4%
Value ($000) $33,815 Shares 26,232,000 Est. Cost $0.99 Unrealized
BOX US 3.2%
Value ($000) $32,154 Shares 32,055,000 Est. Cost $1.00 Unrealized
GBX US 3.0%
Value ($000) $30,083 Shares 27,900,000 Est. Cost $1.73 Unrealized
AKAM US 3.0%
Value ($000) $29,614 Shares 30,862,000 Est. Cost $1.59 Unrealized
SPOT US 2.9%
Value ($000) $29,405 Shares 21,384,000 Est. Cost $0.94 Unrealized
PSN US 2.9%
Value ($000) $28,719 Shares 24,889,000 Est. Cost $1.01 Unrealized
WGO US 2.8%
Value ($000) $27,846 Shares 30,985,000 Est. Cost $0.88 Unrealized
HALO US 2.7%
Value ($000) $27,309 Shares 23,374,000 Est. Cost $1.76 Unrealized
HAE US 2.6%
Value ($000) $26,223 Shares 28,365,000 Est. Cost $0.97 Unrealized
BMRN US 2.6%
Value ($000) $25,612 Shares 26,963,000 Est. Cost $1.18 Unrealized
RGEN US 2.5%
Value ($000) $24,694 Shares 23,838,000 Est. Cost $1.03 Unrealized
GPN US 2.4%
Value ($000) $23,543 Shares 25,591,000 Est. Cost $0.94 Unrealized
ITRI US 2.2%
Value ($000) $21,827 Shares 20,657,000 Est. Cost $1.32 Unrealized
JBTM US 2.1%
Value ($000) $21,166 Shares 20,897,000 Est. Cost $0.92 Unrealized
SPB US 2.0%
Value ($000) $19,659 Shares 21,100,000 Est. Cost $0.91 Unrealized
CSWC US 1.8%
Value ($000) $18,192 Shares 18,409,000 Est. Cost $0.98 Unrealized
AKAM US 1.8%
Value ($000) $18,142 Shares 19,281,000 Est. Cost $0.94 Unrealized
DKNG US 1.8%
Value ($000) $17,986 Shares 20,104,000 Est. Cost $0.90 Unrealized
FOUR US 1.8%
Value ($000) $17,634 Shares 17,955,000 Est. Cost $0.98 Unrealized
PPL US 1.6%
Value ($000) $15,812 Shares 13,989,000 Est. Cost $0.97 Unrealized
IMAX US 1.6%
Value ($000) $15,693 Shares 13,228,000 Est. Cost $0.96 Unrealized
LNT US 1.5%
Value ($000) $14,720 Shares 13,682,000 Est. Cost $0.99 Unrealized
GLAD US 1.4%
Value ($000) $14,468 Shares 14,800,000 Est. Cost $0.98 Unrealized
ALRM US 0.9%
Value ($000) $9,428 Shares 9,856,000 Est. Cost $0.96 Unrealized
AEIS US 0.8%
Value ($000) $8,384 Shares 5,904,000 Est. Cost $1.12 Unrealized
ORA US 0.8%
Value ($000) $7,873 Shares 6,349,000 Est. Cost $1.03 Unrealized
DXCM US 0.7%
Value ($000) $6,935 Shares 7,606,000 Est. Cost $0.90 Unrealized
ABNB US 0.6%
Value ($000) $6,119 Shares 6,249,000 Est. Cost $0.92 Unrealized
CSGS US 0.6%
Value ($000) $5,782 Shares 5,159,000 Est. Cost $1.12 Unrealized
FLR US 0.6%
Value ($000) $5,672 Shares 4,732,000 Est. Cost $1.25 Unrealized
WKC US 0.5%
Value ($000) $4,999 Shares 4,492,000 Est. Cost $1.21 Unrealized
CNP US 0.4%
Value ($000) $4,447 Shares 4,039,000 Est. Cost $1.03 Unrealized
ITRI US 0.4%
Value ($000) $4,273 Shares 3,750,000 Est. Cost $1.20 Unrealized
WEC US 0.4%
Value ($000) $4,153 Shares 3,500,000 Est. Cost $1.14 Unrealized
COLL US 0.4%
Value ($000) $4,137 Shares 3,500,000 Est. Cost $1.08 Unrealized
TTEK US 0.4%
Value ($000) $3,748 Shares 3,490,000 Est. Cost $1.12 Unrealized
PRGS US 0.4%
Value ($000) $3,551 Shares 3,500,000 Est. Cost $1.09 Unrealized
BSY US 0.3%
Value ($000) $3,311 Shares 3,500,000 Est. Cost $0.94 Unrealized
IMCR US 0.3%
Value ($000) $3,259 Shares 3,600,000 Est. Cost $0.86 Unrealized
TYL US 0.3%
Value ($000) $3,216 Shares 3,000,000 Est. Cost $1.07 Unrealized
DUK US 0.3%
Value ($000) $3,202 Shares 3,000,000 Est. Cost $1.07 Unrealized
MKSI US 0.3%
Value ($000) $3,108 Shares 2,750,000 Est. Cost $1.13 Unrealized
CMS US 0.3%
Value ($000) $2,769 Shares 2,540,000 Est. Cost $1.02 Unrealized
FIVN US 0.3%
Value ($000) $2,606 Shares 2,948,000 Est. Cost $0.85 Unrealized
MGPI US 0.2%
Value ($000) $1,905 Shares 1,989,000 Est. Cost $0.98 Unrealized
PCRX US 0.2%
Value ($000) $1,652 Shares 1,638,000 Est. Cost $1.01 Unrealized
LCII US 0.1%
Value ($000) $659 Shares 674,000 Est. Cost $1.35 Unrealized