Wellesley Asset Management Diversified Active

Location: Portsmouth, NH

CIK: 0001533551 · Show all filings

Period: Q1 2026 (← Previous) (Next →)

Filing Date: May 11, 2026

Total Value: $953M (0.0% shares, 100.0% debt)

Holdings (54)

— BOX US 4.8%
Value $45.33M Shares 51,181,000 Share Price $0.89 Est. Cost/Share $0.98 Unrealized @ Report Date —
— VSH US 4.2%
Value $39.56M Shares 41,311,000 Share Price $0.96 Est. Cost/Share $0.92 Unrealized @ Report Date —
— SYNA US 3.8%
Value $36.15M Shares 34,325,000 Share Price $1.05 Est. Cost/Share $1.06 Unrealized @ Report Date —
— PCG US 3.7%
Value $35.55M Shares 34,085,000 Share Price $1.04 Est. Cost/Share $1.03 Unrealized @ Report Date —
— HAE US 3.7%
Value $34.81M Shares 38,253,000 Share Price $0.91 Est. Cost/Share $0.99 Unrealized @ Report Date —
— ITRI US 3.6%
Value $34.38M Shares 35,995,000 Share Price $0.96 Est. Cost/Share $1.04 Unrealized @ Report Date —
— AKAM US 3.6%
Value $33.88M Shares 29,005,000 Share Price $1.17 Est. Cost/Share $1.72 Unrealized @ Report Date —
— BL US 3.5%
Value $33.7M Shares 36,922,000 Share Price $0.91 Est. Cost/Share $1.02 Unrealized @ Report Date —
— GBX US 3.5%
Value $33.02M Shares 28,469,000 Share Price $1.16 Est. Cost/Share $1.62 Unrealized @ Report Date —
— MTH US 3.5%
Value $32.9M Shares 33,972,000 Share Price $0.97 Est. Cost/Share $0.99 Unrealized @ Report Date —
— ON US 3.4%
Value $32.02M Shares 32,595,000 Share Price $0.98 Est. Cost/Share $0.97 Unrealized @ Report Date —
— LIVN US 3.2%
Value $30.5M Shares 27,603,000 Share Price $1.10 Est. Cost/Share $1.00 Unrealized @ Report Date —
— GWRE US 3.2%
Value $30.27M Shares 32,234,000 Share Price $0.94 Est. Cost/Share $0.96 Unrealized @ Report Date —
— FOUR US 3.1%
Value $29.51M Shares 31,386,000 Share Price $0.94 Est. Cost/Share $0.97 Unrealized @ Report Date —
— DDOG US 3.1%
Value $29.4M Shares 30,305,000 Share Price $0.97 Est. Cost/Share $0.98 Unrealized @ Report Date —
— PSN US 2.9%
Value $27.97M Shares 29,685,000 Share Price $0.94 Est. Cost/Share $1.00 Unrealized @ Report Date —
— MCHP US 2.9%
Value $27.71M Shares 27,869,000 Share Price $0.99 Est. Cost/Share $0.99 Unrealized @ Report Date —
— GPN US 2.8%
Value $26.73M Shares 32,113,000 Share Price $0.83 Est. Cost/Share $0.92 Unrealized @ Report Date —
— NVST US 2.7%
Value $25.41M Shares 25,419,000 Share Price $1.00 Est. Cost/Share $1.00 Unrealized @ Report Date —
— WGO US 2.5%
Value $23.99M Shares 26,517,000 Share Price $0.90 Est. Cost/Share $0.88 Unrealized @ Report Date —
— AMPH US 2.5%
Value $23.62M Shares 26,026,000 Share Price $0.91 Est. Cost/Share $0.98 Unrealized @ Report Date —
— PRGS US 2.3%
Value $22.19M Shares 26,021,000 Share Price $0.85 Est. Cost/Share $0.96 Unrealized @ Report Date —
— RGEN US 2.3%
Value $22.11M Shares 24,481,000 Share Price $0.90 Est. Cost/Share $1.03 Unrealized @ Report Date —
— LMAT US 2.2%
Value $21.22M Shares 19,835,000 Share Price $1.07 Est. Cost/Share $1.06 Unrealized @ Report Date —
— DBX US 2.1%
Value $19.92M Shares 22,397,000 Share Price $0.89 Est. Cost/Share $0.91 Unrealized @ Report Date —
— AKAM US 2.1%
Value $19.76M Shares 17,150,000 Share Price $1.15 Est. Cost/Share $0.94 Unrealized @ Report Date —
— LYFT US 2.1%
Value $19.74M Shares 19,420,000 Share Price $1.02 Est. Cost/Share $0.99 Unrealized @ Report Date —
— LNTH US 1.8%
Value $17.35M Shares 14,437,000 Share Price $1.20 Est. Cost/Share $1.15 Unrealized @ Report Date —
— OMCL US 1.8%
Value $17.25M Shares 19,126,000 Share Price $0.90 Est. Cost/Share $1.06 Unrealized @ Report Date —
— CMS US 1.6%
Value $15.18M Shares 13,390,000 Share Price $1.13 Est. Cost/Share $1.11 Unrealized @ Report Date —
— PPL US 1.1%
Value $10.88M Shares 9,249,000 Share Price $1.18 Est. Cost/Share $0.97 Unrealized @ Report Date —
— LCII US 1.0%
Value $9.925M Shares 8,200,000 Share Price $1.21 Est. Cost/Share $1.21 Unrealized @ Report Date —
— SPB US 1.0%
Value $9.186M Shares 9,290,000 Share Price $0.99 Est. Cost/Share $0.91 Unrealized @ Report Date —
— AVAV US 0.8%
Value $7.812M Shares 7,916,000 Share Price $0.99 Est. Cost/Share $0.99 Unrealized @ Report Date —
— PCRX US 0.7%
Value $7.017M Shares 7,219,000 Share Price $0.97 Est. Cost/Share $0.99 Unrealized @ Report Date —
— ARRY US 0.7%
Value $6.692M Shares 7,369,000 Share Price $0.91 Est. Cost/Share $0.91 Unrealized @ Report Date —
— WKC US 0.6%
Value $5.984M Shares 7,174,000 Share Price $0.83 Est. Cost/Share $1.11 Unrealized @ Report Date —
— JAZZ US 0.6%
Value $5.678M Shares 5,500,000 Share Price $1.03 Est. Cost/Share $1.03 Unrealized @ Report Date —
— ALRM US 0.5%
Value $5.227M Shares 5,649,000 Share Price $0.93 Est. Cost/Share $0.96 Unrealized @ Report Date —
— SO US 0.5%
Value $4.46M Shares 4,500,000 Share Price $0.99 Est. Cost/Share $0.99 Unrealized @ Report Date —
— LYV US 0.5%
Value $4.449M Shares 4,600,000 Share Price $0.97 Est. Cost/Share $0.97 Unrealized @ Report Date —
— CNP US 0.5%
Value $4.346M Shares 3,662,000 Share Price $1.19 Est. Cost/Share $1.03 Unrealized @ Report Date —
— CAKE US 0.4%
Value $4.097M Shares 6,000,000 Share Price $0.68 Est. Cost/Share $0.68 Unrealized @ Report Date —
— BMRN US 0.4%
Value $3.875M Shares 4,015,000 Share Price $0.97 Est. Cost/Share $1.79 Unrealized @ Report Date —
— FLR US 0.4%
Value $3.364M Shares 4,195,000 Share Price $0.80 Est. Cost/Share $1.25 Unrealized @ Report Date —
— COGT US 0.3%
Value $3.28M Shares 4,625,000 Share Price $0.71 Est. Cost/Share $1.10 Unrealized @ Report Date —
— TTEK US 0.3%
Value $3.056M Shares 4,884,000 Share Price $0.63 Est. Cost/Share $1.11 Unrealized @ Report Date —
— POST US 0.3%
Value $2.694M Shares 4,000,000 Share Price $0.67 Est. Cost/Share $1.08 Unrealized @ Report Date —
— NTNX US 0.3%
Value $2.497M Shares 4,000,000 Share Price $0.62 Est. Cost/Share $0.62 Unrealized @ Report Date —
— COLL US 0.3%
Value $2.475M Shares 4,125,000 Share Price $0.60 Est. Cost/Share $1.11 Unrealized @ Report Date —
— IMCR US 0.2%
Value $2.16M Shares 4,150,000 Share Price $0.52 Est. Cost/Share $0.87 Unrealized @ Report Date —
— WEC US 0.2%
Value $1.816M Shares 3,000,000 Share Price $0.61 Est. Cost/Share $1.14 Unrealized @ Report Date —
— BBIO US 0.0%
Value $237K Shares 210,000 Share Price $1.13 Est. Cost/Share $1.13 Unrealized @ Report Date —
— BBIO US 0.0%
Value $212K Shares 125,000 Share Price $1.70 Est. Cost/Share $1.70 Unrealized @ Report Date —