Calamos Advisors LLC
Institutional investor · Portfolio as of Q3 2024
Top Holdings931 positions
Microsoft Corp. | 2.4M | $1B | 4.4% | $157.16 | +169.55% | 23 qtrssince 2019-Q1 | Decreased 0 |
Apple Inc. | 4.3M | $1B | 4.3% | $74.50 | +210.14% | 23 qtrssince 2019-Q1 | Decreased 0 |
NVIDIA Corp. | 7.8M | $951.8M | 4.1% | $7.92 | +1429.80% | 23 qtrssince 2019-Q1 | Decreased 0 |
Amazon.com, Inc. | 3.3M | $606.9M | 2.6% | $113.17 | +64.64% | 23 qtrssince 2019-Q1 | Decreased 0 |
Invesco QQQ Trust, Series 1 UNIT SER 1 | 1.1M | $537M | 2.3% | — | — | — | Decreased — |
State Street Spdr S&p 500 Etf Trust TR UNIT | 901,800 | $490.8M | 2.1% | — | — | — | Increased — |
Alphabet Inc. | 2.5M | $421.1M | 1.8% | $76.72 | +114.67% | 23 qtrssince 2019-Q1 | Decreased 0 |
Meta Platforms Inc | 675,630 | $386.8M | 1.7% | $206.96 | +174.79% | 23 qtrssince 2019-Q1 | Decreased 0 |
| 110M | $378.2M | 1.6% | — | — | — | Decreased 0 | |
Eli Lilly & Co. | 288,543 | $255.6M | 1.1% | $159.03 | +449.40% | 23 qtrssince 2019-Q1 | Decreased 0 |
Broadcom Inc | 1.4M | $242.9M | 1.1% | $43.93 | +285.95% | 23 qtrssince 2019-Q1 | Increased 78 |
Alphabet Inc. | 1.2M | $193.9M | 0.8% | $86.09 | +92.87% | 23 qtrssince 2019-Q1 | Decreased 0 |
Tesla Inc | 724,163 | $189.5M | 0.8% | $195.54 | +33.80% | 19 qtrssince 2020-Q1 | Decreased 0 |
Visa Inc | 677,073 | $186.2M | 0.8% | $165.62 | +63.55% | 23 qtrssince 2019-Q1 | Decreased 0 |
State Street Spdr S&p 500 Etf Trust TR UNIT | 336,100 | $182.9M | 0.8% | — | — | — | Decreased — |
UnitedHealth Group Inc. | 308,893 | $180.6M | 0.8% | $282.09 | +97.60% | 23 qtrssince 2019-Q1 | Increased 44 |
JPMorgan Chase & Co. | 741,947 | $156.4M | 0.7% | $95.19 | +112.58% | 23 qtrssince 2019-Q1 | Decreased 0 |
| 156.4M | $145.9M | 0.6% | — | — | — | Increased 50 | |
Walmart Inc | 1.8M | $141.7M | 0.6% | $36.82 | +115.35% | 23 qtrssince 2019-Q1 | Increased 43 |
EXXON MOBIL CORP | 1.1M | $134.1M | 0.6% | $72.83 | +51.14% | 23 qtrssince 2019-Q1 | Increased 44 |
Calamos Advisors LLC manages $23.1B across 931 positions as of Q3 2024. Top holdings: MSFT (4.4%), AAPL (4.3%), NVDA (4.1%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3/5.0.
Active quarter - 102 new positions, 109 exits, 176 increased. Top move: AVGO (INCREASED, conviction 78). Portfolio: $23.1B across 931 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
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