Calamos Advisors LLC
Institutional investor · Portfolio as of Q4 2023
Top Holdings923 positions
MICROSOFT CORP | 2.6M | $966.3M | 4.7% | $157.16 | +134.28% | 20 qtrssince 2019-Q1 | Decreased 0 |
APPLE INC | 4.6M | $889.6M | 4.3% | $74.50 | +155.30% | 20 qtrssince 2019-Q1 | Decreased 0 |
AMAZON COM INC | 3.4M | $514.5M | 2.5% | $113.17 | +34.25% | 20 qtrssince 2019-Q1 | Decreased 0 |
INVESCO QQQ TR | 1.3M | $457M | 2.2% | — | — | — | Increased — |
NVIDIA CORPORATION | 890,380 | $440.9M | 2.1% | $7.92 | +523.70% | 20 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC | 2.7M | $382M | 1.9% | $76.72 | +80.36% | 20 qtrssince 2019-Q1 | Decreased 0 |
| 122M | $362M | 1.8% | — | — | 11 qtrssince 2021-Q2 | Decreased 0 | |
META PLATFORMS INC | 709,854 | $251.3M | 1.2% | $206.96 | +69.41% | 20 qtrssince 2019-Q1 | Decreased 0 |
ELI LILLY & CO | 373,844 | $217.9M | 1.1% | $159.03 | +259.74% | 20 qtrssince 2019-Q1 | Decreased 0 |
| 83.2M | $202.9M | 1.0% | — | — | 11 qtrssince 2021-Q2 | Decreased 0 | |
UNITEDHEALTH GROUP INC | 381,601 | $200.9M | 1.0% | $277.21 | +78.96% | 20 qtrssince 2019-Q1 | Decreased 0 |
VISA INC | 768,344 | $200M | 1.0% | $165.62 | +53.98% | 20 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC | 1.4M | $190.9M | 0.9% | $86.09 | +62.17% | 20 qtrssince 2019-Q1 | Decreased 0 |
TESLA INC | 674,959 | $167.7M | 0.8% | $197.80 | +25.62% | 16 qtrssince 2020-Q1 | Increased 63 |
BROADCOM INC | 138,004 | $154M | 0.7% | $38.26 | +183.76% | 20 qtrssince 2019-Q1 | Decreased 0 |
| 72.1M | $142.5M | 0.7% | — | — | 12 qtrssince 2021-Q1 | Increased 43 | |
JPMORGAN CHASE & CO | 775,446 | $131.9M | 0.6% | $95.19 | +68.52% | 20 qtrssince 2019-Q1 | Decreased 0 |
| 137.7M | $124M | 0.6% | — | — | 8 qtrssince 2022-Q1 | Decreased 0 | |
MASTERCARD INCORPORATED | 281,852 | $120.2M | 0.6% | $280.28 | +49.70% | 20 qtrssince 2019-Q1 | Decreased 0 |
| 72.9M | $119.3M | 0.6% | — | — | 7 qtrssince 2022-Q2 | Increased 42 |
Calamos Advisors LLC manages $20.6B across 923 positions as of Q4 2023. Top holdings: MSFT (4.7%), AAPL (4.3%), AMZN (2.5%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 2.5/5.0.
Active quarter - 104 new positions, 119 exits, 116 increased. Top move: TSLA (INCREASED, conviction 63). Portfolio: $20.6B across 923 positions.
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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