Calamos Advisors LLC
Institutional investor · Portfolio as of Q3 2023
Top Holdings938 positions
MICROSOFT CORP | 2.6M | $820.8M | 4.3% | $157.16 | +96.32% | 19 qtrssince 2019-Q1 | Increased 58 |
APPLE INC | 4.7M | $799M | 4.2% | $74.50 | +126.73% | 19 qtrssince 2019-Q1 | Decreased 0 |
AMAZON COM INC | 3.4M | $437.6M | 2.3% | $113.17 | +12.32% | 19 qtrssince 2019-Q1 | Increased 54 |
NVIDIA CORPORATION | 896,701 | $390.1M | 2.0% | $7.92 | +447.80% | 19 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC | 2.8M | $361M | 1.9% | $76.72 | +68.96% | 19 qtrssince 2019-Q1 | Decreased 0 |
| 122.9M | $289.7M | 1.5% | — | — | 10 qtrssince 2021-Q2 | Increased 56 | |
STATE STR SPDR S&P 500 ETF T | 653,000 | $289.5M | 1.5% | — | — | — | Increased — |
META PLATFORMS INC | 710,779 | $213.4M | 1.1% | $206.96 | +43.68% | 19 qtrssince 2019-Q1 | Increased 52 |
| 17.2M | $209.3M | 1.1% | — | — | — | Decreased 0 | |
| 83.8M | $205.7M | 1.1% | — | — | 10 qtrssince 2021-Q2 | Decreased 0 | |
ELI LILLY & CO | 376,736 | $202.4M | 1.1% | $159.03 | +230.87% | 19 qtrssince 2019-Q1 | Decreased 0 |
UNITEDHEALTH GROUP INC | 390,649 | $197M | 1.0% | $277.21 | +70.80% | 19 qtrssince 2019-Q1 | Increased 49 |
VISA INC | 836,715 | $192.5M | 1.0% | $165.62 | +35.75% | 19 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC | 1.4M | $180.6M | 0.9% | $86.09 | +51.73% | 19 qtrssince 2019-Q1 | Unchanged 0 |
| 72.8M | $131.5M | 0.7% | — | — | 6 qtrssince 2022-Q2 | Decreased 0 | |
| 146M | $128.8M | 0.7% | — | — | 7 qtrssince 2022-Q1 | Decreased 0 | |
| 72M | $123.2M | 0.6% | — | — | 11 qtrssince 2021-Q1 | Decreased 0 | |
BROADCOM INC | 146,028 | $121.3M | 0.6% | $38.26 | +110.17% | 19 qtrssince 2019-Q1 | Decreased 0 |
JPMORGAN CHASE & CO | 780,908 | $113.2M | 0.6% | $95.19 | +42.62% | 19 qtrssince 2019-Q1 | Decreased 0 |
CHEVRON CORPORATION | 670,360 | $113M | 0.6% | $89.87 | +66.96% | 19 qtrssince 2019-Q1 | Decreased 0 |
Calamos Advisors LLC manages $19.2B across 938 positions as of Q3 2023. Top holdings: MSFT (4.3%), AAPL (4.2%), AMZN (2.3%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 2.5/5.0.
Active quarter - 81 new positions, 150 exits, 158 increased. Top move: MSFT (INCREASED, conviction 58). Portfolio: $19.2B across 938 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
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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
Verify source filings on SEC EDGAR