Oaktree Fund Advisors, LLC

CIK: 0001822973Latest portfolio: $54.0M · Q4 2025

Holdings

17

Total Value

$54.0M

New Positions

1

Closed Positions

2

Top Holdings

#StockSharesValue% PortfolioChangeType
1
AUANGLOGOLD ASHANTI PLC
162,478$13.9M25.64%-32,562
2
BBARRICK MINING CORP
181,494$7.9M14.63%-9,900
3
ITUBITAU UNIBANCO HOLDING SA
775,939$5.6M10.28%+23K
4
HDBHDFC BANK LTD
128,863$4.7M8.71%-7,021
5
NUNU HOLDINGS LTD/CAYMAN ISLANDS
242,850$4.1M7.52%+6K
6
FCXFREEPORT-MCMORAN INC
76,395$3.9M7.18%-4,200
7
GRABGRAB HOLDINGS LTD
659,716$3.3M6.09%-35,900
8
XPXP INC
187,074$3.1M5.67%+70K
9
YMMFULL TRUCK ALLIANCE CO LTD
209,099$2.2M4.15%-11,400
10
BZKANZHUN LTD
88,847$1.8M3.35%-4,800
11
TXTERNIUM SA
38,886$1.5M2.75%-12,643
12
INFYINFOSYS LTD
60,972$1.1M2.01%NEW
13
ALVOALVOTECH SA
146,843$397K0.73%+71K
14
JBLU 0.5 04/01/26JETBLUE AIRWAYS CORP
395,000$388K0.72%+165K
15
CABO 0 03/15/26CABLE ONE INC
175,000$172K0.32%
16
BTAIBIOXCEL THERAPEUTICS INC
42,913$68K0.13%
17
PEB 1.75 12/15/26PEBBLEBROOK HOTEL TRUST
62,000$59K0.11%

Quarterly Changes

New Positions

Closed Positions

  • SECLOSED
    $1.5B
  • JBSCLOSED
    $1.3B

Increased Positions

NameSharesChange
JBLU 0.5 04/01/26395K+165K
XP187K+70K
ITUB776K+23K
NU243K+6K

Decreased Positions

NameSharesChange
GRAB660K-35900
AU162K-32562
TX39K-12643
YMM209K-11400
B181K-9900
HDB129K-7021
BZ89K-4800
FCX76K-4200
ALVO147K71K

Sector Breakdown

Basic Materials0.0% ($13856790.4T)
Financial Services0.0% ($5555470.8T)
Technology0.0% ($329.1T)
Unknown0.0% ($38.8B)
Healthcare0.0% ($39.8M)
Industrials0.0% ($1.8M)

Filing History

QuarterFiling DatePortfolio ValueHoldings
Q4 2025Feb 17, 2026$54.0M17
Q3 2025Nov 14, 2025$54.3B18
Q2 2025Aug 13, 2025$57.6B0
Q1 2025May 15, 2025$68.8B50
Q4 2024Feb 12, 2025$59.6B47

Fund Information

CIK0001822973
Most Recent FilingFeb 17, 2026
Number of Filings5

Oaktree Fund Advisors, LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $54.0M across 17 holdings. The largest position is ANGLOGOLD ASHANTI PLC (AU), representing 25.6% of the portfolio. Compared to the previous quarter, the fund opened 1 new positions and closed 2 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.