OAKTREE CAPITAL MANAGEMENT LP Q1 2025 Filing

Filed May 15, 2025

Portfolio Value

$5.2B

Holdings

167

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (167 positions)

StockValue
IART 0.5 08/15/25INTEGRA LIFESCIENCES HOLDINGS CORP
$5.8B
LITE 0.5 06/15/28LUMENTUM HOLDINGS INC
$5.6B
MTN 0 01/01/26VAIL RESORTS INC
$5.6B
$5.6B
ZTO 1.5 09/01/27ZTO EXPRESS CAYMAN INC
$5.5B
NOVA 2.625 02/15/28SUNNOVA ENERGY INTERNATIONAL INC
$5.5B
WK 1.25 08/15/28WORKIVA INC
$5.5B
MLAB 1.375 08/15/25MESA LABORATORIES INC
$5.3B
W 0.625 10/01/25WAYFAIR INC
$4.9B
WIX 0 08/15/25WIX.COM LTD
$4.8B
ON 0.5 03/01/29ON SEMICONDUCTOR CORP
$4.7B
EXPE 0 02/15/26EXPEDIA GROUP INC
$4.6B
PTON 0 02/15/26PELOTON INTERACTIVE INC
$4.5B
$4.3B
HLF 4.25 06/15/28HERBALIFE LTD
$4.1B
BATLBATTALION OIL CORP
$3.9B
UBER 0.875 12/01/28 2028UBER TECHNOLOGIES INC
$3.9B
TPICQTPI COMPOSITES INC
$3.7B
AFRM 0 11/15/26AFFIRM HOLDINGS INC
$3.4B
HAE 0 03/01/26HAEMONETICS CORP
$3.4B
$3.2B
U 0 11/15/26UNITY SOFTWARE INC
$3.0B
FVRR 0 11/01/25FIVERR INTERNATIONAL LTD
$2.9B
SSRMCN 2.5 04/01/39SSR MINING INC
$2.9B
COIN 0.25 04/01/30COINBASE GLOBAL INC
$2.6B
SEDG 0 09/15/25SOLAREDGE TECHNOLOGIES INC
$2.6B
STX 3.5 06/01/28SEAGATE TECHNOLOGY HOLDINGS PLC
$2.6B
SPOT 0 03/15/26SPOTIFY TECHNOLOGY SA
$2.6B
W 3.25 09/15/27WAYFAIR INC
$2.5B
$2.4B
BAND 0.5 04/01/28BANDWIDTH INC
$2.4B
ARRY 1 12/01/28ARRAY TECHNOLOGIES INC
$2.4B
$2.4B
TDOC 0.875 06/01/25TELADOC HEALTH INC
$2.3B
LITE 1.5 12/15/29LUMENTUM HOLDINGS INC
$2.2B
RGEN 1 12/15/28REPLIGEN CORP
$2.2B
$2.1B
$2.1B
$2.0B
$2.0B
IRTC 1.5 09/01/29IRHYTHM TECHNOLOGIES INC
$2.0B
INN 1.5 02/15/26SUMMIT HOTEL PROPERTIES INC
$2.0B
TTEK 2.25 08/15/28TETRA TECH INC
$1.9B
$1.8B
$1.8B
LI 0.25 05/01/28LI AUTO INC
$1.7B
DUK 4.125 04/15/26DUKE ENERGY CORP
$1.6B
$1.6B
POST 2.5 08/15/27POST HOLDINGS INC
$1.6B
$1.5B
PSN 2.625 03/01/29PARSONS CORP
$1.5B
BBIO 2.5 03/15/27BRIDGEBIO PHARMA INC
$1.4B
NEO 1.25 05/01/25NEOGENOMICS INC
$1.4B
TVTX 2.5 09/15/25TRAVERE THERAPEUTICS INC
$1.4B
LNT 3.875 03/15/26ALLIANT ENERGY CORP
$1.3B
ON 0 05/01/27ON SEMICONDUCTOR CORP
$1.3B
$1.3B
$1.3B
PAR 1.5 10/15/27PAR TECHNOLOGY CORP
$1.2B
ALNY 1 09/15/27ALNYLAM PHARMACEUTICALS INC
$1.2B
MGPI 1.875 11/15/41MGP INGREDIENTS INC
$1.1B
RWT 7.75 06/15/27REDWOOD TRUST INC
$1.1B
FWONK 2.25 08/15/27LIBERTY MEDIA CORP-LIBERTY FORMULA ONE
$852.3M
ESPR 4 11/15/25ESPERION THERAPEUTICS INC
$759.0M
$419.2M
HCAT 2.5 04/15/25HEALTH CATALYST INC
$372.7M
REAL 4 02/15/31REALREAL INC/THE
$246.5M
PreviousPage 2 of 2