Calamos Advisors LLC
Institutional investor · Portfolio as of Q3 2020
Top Holdings702 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
APPLE INC | 4.7M | $545.4M | 3.5% | $96.16 | +16.71% | 7 qtrssince 2019-Q1 | Increased 93 |
MICROSOFT CORP | 2.5M | $533.1M | 3.4% | $111.66 | +77.64% | 7 qtrssince 2019-Q1 | Decreased 0 |
| 76.2M | $527.1M | 3.4% | — | — | — | Decreased 0 | |
AMAZON.COM INC | 142,822 | $449.7M | 2.9% | $89.07 | +76.54% | 7 qtrssince 2019-Q1 | Decreased 0 |
| 65.9M | $432.4M | 2.8% | — | — | — | Decreased 0 | |
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 819,900 | $274.6M | 1.8% | — | — | — | Increased — |
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 735,782 | $246.4M | 1.6% | $308.87 | +0.02% | 7 qtrssince 2019-Q1 | Increased 78 |
META PLATFORMS INC-CLASS A | 927,443 | $242.9M | 1.6% | $165.75 | +56.84% | 7 qtrssince 2019-Q1 | Decreased 0 |
TESLA INC | 525,000 | $225.2M | 1.4% | — | — | — | Increased — |
INVESCO QQQ TRUST SERIES 1 CL USD INC | 683,100 | $189.8M | 1.2% | — | — | — | Increased — |
ALPHABET INC-CL A | 125,344 | $183.7M | 1.2% | $58.40 | +24.57% | 7 qtrssince 2019-Q1 | Decreased 0 |
| 25M | $177.6M | 1.1% | — | — | — | Unchanged 0 | |
| 25.3M | $150.6M | 1.0% | — | — | — | Decreased 0 | |
NVIDIA CORP | 268,370 | $145.2M | 0.9% | $4.37 | +201.68% | 7 qtrssince 2019-Q1 | Decreased 0 |
VISA INC-CLASS A SHARES | 686,423 | $137.3M | 0.9% | $148.85 | +28.59% | 7 qtrssince 2019-Q1 | Decreased 0 |
| 98.3M | $128.2M | 0.8% | — | — | — | Increased 43 | |
JPMORGAN CHASE & CO | 1.1M | $109M | 0.7% | $84.51 | -2.26% | 7 qtrssince 2019-Q1 | Decreased 0 |
UNITEDHEALTH GROUP INC | 338,245 | $105.5M | 0.7% | $220.36 | +26.77% | 7 qtrssince 2019-Q1 | Decreased 0 |
NextEra Energy, Inc. | 1.7M | $94.5M | 0.6% | — | — | — | — |
| 28M | $94.2M | 0.6% | — | — | — | Decreased 0 |
Calamos Advisors LLC manages $15.5B across 702 positions as of Q3 2020. Top holdings: AAPL (3.5%), MSFT (3.4%), TESLA INC (3.4%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 3/5.0.
Active quarter - 71 new positions, 79 exits, 102 increased. Top move: AAPL (INCREASED, conviction 93). Portfolio: $15.5B across 702 positions.
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Position Outcomes
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer