Calamos Advisors LLC
Institutional investor · Portfolio as of Q4 2020
Top Holdings737 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
| 60.4M | $656.9M | 3.8% | — | — | — | Decreased 0 | |
APPLE INC | 4.5M | $602.4M | 3.5% | $96.16 | +33.96% | 8 qtrssince 2019-Q1 | Decreased 0 |
| 49.6M | $564.2M | 3.3% | — | — | — | Decreased 0 | |
MICROSOFT CORP | 2.4M | $541.6M | 3.1% | $111.66 | +90.50% | 8 qtrssince 2019-Q1 | Decreased 0 |
AMAZON.COM INC | 137,001 | $446.2M | 2.6% | $89.07 | +84.45% | 8 qtrssince 2019-Q1 | Decreased 0 |
META PLATFORMS INC-CLASS A | 908,161 | $248.1M | 1.4% | $165.75 | +62.88% | 8 qtrssince 2019-Q1 | Decreased 0 |
TESLA INC | 335,000 | $236.4M | 1.4% | — | — | — | Decreased — |
ALPHABET INC-CL A | 127,264 | $223M | 1.3% | $58.82 | +46.48% | 8 qtrssince 2019-Q1 | Increased 49 |
| 69.8M | $158.2M | 0.9% | — | — | — | Increased 50 | |
| 101.3M | $147.6M | 0.9% | — | — | — | Increased 44 | |
VISA INC-CLASS A SHARES | 671,017 | $146.8M | 0.9% | $148.85 | +40.87% | 8 qtrssince 2019-Q1 | Decreased 0 |
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 385,000 | $143.9M | 0.8% | — | — | — | Decreased — |
NVIDIA CORP | 261,773 | $136.7M | 0.8% | $4.37 | +200.08% | 8 qtrssince 2019-Q1 | Decreased 0 |
| 28M | $131.7M | 0.8% | — | — | — | Unchanged 0 | |
| 17.5M | $131M | 0.8% | — | — | — | Unchanged 0 | |
JPMORGAN CHASE & CO | 997,912 | $126.8M | 0.7% | $84.51 | +29.70% | 8 qtrssince 2019-Q1 | Decreased 0 |
| 26.2M | $125.7M | 0.7% | — | — | — | Decreased 0 | |
UNITEDHEALTH GROUP INC | 353,762 | $124.1M | 0.7% | $224.64 | +41.55% | 8 qtrssince 2019-Q1 | Increased 44 |
WALT DISNEY CO/THE | 644,452 | $116.8M | 0.7% | $113.10 | +56.50% | 8 qtrssince 2019-Q1 | Decreased 0 |
| 66.2M | $111.2M | 0.6% | — | — | — | Increased 47 |
Calamos Advisors LLC manages $17.2B across 737 positions as of Q4 2020. Top holdings: TESLA INC (3.8%), AAPL (3.5%), TESLA INC (3.3%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 3/5.0.
Active quarter - 87 new positions, 61 exits, 146 increased. Top move: GOOGL (INCREASED, conviction 49). Portfolio: $17.2B across 737 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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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