Wellesley Asset Management Diversified Active

Location: Portsmouth, NH

CIK: 0001533551 · Show all filings

Period: Q3 2025 (← Previous) (Next →)

Filing Date: Oct 21, 2025

Total Value: $999M (0.0% shares, 100.0% debt)

Holdings (56)

F US 4.4%
Value $44.39M Shares 43,397,000 Est. Cost $1.55 Unrealized
LIVN US 4.4%
Value $43.78M Shares 41,174,000 Est. Cost $1.00 Unrealized
PCG US 4.2%
Value $41.58M Shares 40,702,000 Est. Cost $1.03 Unrealized
UBER US 4.0%
Value $39.61M Shares 32,878,000 Est. Cost $0.95 Unrealized
MTH US 3.9%
Value $39M Shares 37,859,000 Est. Cost $0.99 Unrealized
VSH US 3.9%
Value $38.91M Shares 42,715,000 Est. Cost $0.92 Unrealized
AMPH US 3.9%
Value $38.57M Shares 42,357,000 Est. Cost $0.98 Unrealized
BL US 3.7%
Value $36.76M Shares 35,940,000 Est. Cost $1.02 Unrealized
ON US 3.7%
Value $36.73M Shares 39,675,000 Est. Cost $0.97 Unrealized
LYFT US 3.4%
Value $33.82M Shares 26,232,000 Est. Cost $0.99 Unrealized
BOX US 3.2%
Value $32.15M Shares 32,055,000 Est. Cost $1.00 Unrealized
GBX US 3.0%
Value $30.08M Shares 27,900,000 Est. Cost $1.73 Unrealized
AKAM US 3.0%
Value $29.61M Shares 30,862,000 Est. Cost $1.59 Unrealized
SPOT US 2.9%
Value $29.41M Shares 21,384,000 Est. Cost $0.94 Unrealized
PSN US 2.9%
Value $28.72M Shares 24,889,000 Est. Cost $1.01 Unrealized
WGO US 2.8%
Value $27.85M Shares 30,985,000 Est. Cost $0.88 Unrealized
HALO US 2.7%
Value $27.31M Shares 23,374,000 Est. Cost $1.76 Unrealized
HAE US 2.6%
Value $26.22M Shares 28,365,000 Est. Cost $0.97 Unrealized
BMRN US 2.6%
Value $25.61M Shares 26,963,000 Est. Cost $1.18 Unrealized
RGEN US 2.5%
Value $24.69M Shares 23,838,000 Est. Cost $1.03 Unrealized
GPN US 2.4%
Value $23.54M Shares 25,591,000 Est. Cost $0.94 Unrealized
ITRI US 2.2%
Value $21.83M Shares 20,657,000 Est. Cost $1.32 Unrealized
JBTM US 2.1%
Value $21.17M Shares 20,897,000 Est. Cost $0.92 Unrealized
SPB US 2.0%
Value $19.66M Shares 21,100,000 Est. Cost $0.91 Unrealized
CSWC US 1.8%
Value $18.19M Shares 18,409,000 Est. Cost $0.98 Unrealized
AKAM US 1.8%
Value $18.14M Shares 19,281,000 Est. Cost $0.94 Unrealized
DKNG US 1.8%
Value $17.99M Shares 20,104,000 Est. Cost $0.90 Unrealized
FOUR US 1.8%
Value $17.63M Shares 17,955,000 Est. Cost $0.98 Unrealized
PPL US 1.6%
Value $15.81M Shares 13,989,000 Est. Cost $0.97 Unrealized
IMAX US 1.6%
Value $15.69M Shares 13,228,000 Est. Cost $0.96 Unrealized
LNT US 1.5%
Value $14.72M Shares 13,682,000 Est. Cost $0.99 Unrealized
GLAD US 1.4%
Value $14.47M Shares 14,800,000 Est. Cost $0.98 Unrealized
ALRM US 0.9%
Value $9.428M Shares 9,856,000 Est. Cost $0.96 Unrealized
AEIS US 0.8%
Value $8.384M Shares 5,904,000 Est. Cost $1.12 Unrealized
ORA US 0.8%
Value $7.873M Shares 6,349,000 Est. Cost $1.03 Unrealized
DXCM US 0.7%
Value $6.935M Shares 7,606,000 Est. Cost $0.90 Unrealized
ABNB US 0.6%
Value $6.119M Shares 6,249,000 Est. Cost $0.92 Unrealized
CSGS US 0.6%
Value $5.782M Shares 5,159,000 Est. Cost $1.12 Unrealized
FLR US 0.6%
Value $5.672M Shares 4,732,000 Est. Cost $1.25 Unrealized
WKC US 0.5%
Value $4.999M Shares 4,492,000 Est. Cost $1.21 Unrealized
CNP US 0.4%
Value $4.447M Shares 4,039,000 Est. Cost $1.03 Unrealized
ITRI US 0.4%
Value $4.273M Shares 3,750,000 Est. Cost $1.20 Unrealized
WEC US 0.4%
Value $4.153M Shares 3,500,000 Est. Cost $1.14 Unrealized
COLL US 0.4%
Value $4.137M Shares 3,500,000 Est. Cost $1.08 Unrealized
TTEK US 0.4%
Value $3.748M Shares 3,490,000 Est. Cost $1.12 Unrealized
PRGS US 0.4%
Value $3.551M Shares 3,500,000 Est. Cost $1.09 Unrealized
BSY US 0.3%
Value $3.311M Shares 3,500,000 Est. Cost $0.94 Unrealized
IMCR US 0.3%
Value $3.259M Shares 3,600,000 Est. Cost $0.86 Unrealized
TYL US 0.3%
Value $3.216M Shares 3,000,000 Est. Cost $1.07 Unrealized
DUK US 0.3%
Value $3.202M Shares 3,000,000 Est. Cost $1.07 Unrealized
MKSI US 0.3%
Value $3.108M Shares 2,750,000 Est. Cost $1.13 Unrealized
CMS US 0.3%
Value $2.769M Shares 2,540,000 Est. Cost $1.02 Unrealized
FIVN US 0.3%
Value $2.606M Shares 2,948,000 Est. Cost $0.85 Unrealized
MGPI US 0.2%
Value $1.905M Shares 1,989,000 Est. Cost $0.98 Unrealized
PCRX US 0.2%
Value $1.652M Shares 1,638,000 Est. Cost $1.01 Unrealized
LCII US 0.1%
Value $659K Shares 674,000 Est. Cost $1.35 Unrealized