Calamos Advisors LLC
Institutional investor · Portfolio as of Q4 2024
Top Holdings902 positions
APPLE INC | 4.3M | $1.1B | 4.5% | $74.70 | +232.81% | 24 qtrssince 2019-Q1 | Increased 58 |
NVIDIA CORPORATION | 7.7M | $1B | 4.3% | $7.92 | +1591.79% | 24 qtrssince 2019-Q1 | Decreased 0 |
MICROSOFT CORP | 2.3M | $977M | 4.1% | $157.16 | +164.56% | 24 qtrssince 2019-Q1 | Decreased 0 |
AMAZON COM INC | 3.3M | $717.2M | 3.0% | $113.56 | +93.19% | 24 qtrssince 2019-Q1 | Increased 54 |
STATE STR SPDR S&P 500 ETF T | 1.1M | $656.8M | 2.7% | — | — | — | Increased — |
INVESCO QQQ TR | 1.1M | $529.6M | 2.2% | — | — | — | Decreased — |
ALPHABET INC | 2.6M | $487.1M | 2.0% | $78.20 | +140.66% | 24 qtrssince 2019-Q1 | Increased 54 |
STATE STR SPDR S&P 500 ETF T | 776,100 | $445.3M | 1.9% | — | — | — | Increased — |
| 109.9M | $401.3M | 1.7% | — | — | 15 qtrssince 2021-Q2 | Decreased 0 | |
META PLATFORMS INC | 684,396 | $400.7M | 1.7% | $211.77 | +174.91% | 24 qtrssince 2019-Q1 | Increased 50 |
BROADCOM INC | 1.4M | $335M | 1.4% | $48.64 | +369.75% | 24 qtrssince 2019-Q1 | Increased 50 |
TESLA INC | 766,401 | $309.5M | 1.3% | $207.02 | +95.07% | 20 qtrssince 2020-Q1 | Increased 52 |
| 4.2M | $258.3M | 1.1% | — | — | 1 qtr | New 70 | |
ELI LILLY & CO | 291,976 | $225.4M | 0.9% | $166.13 | +359.05% | 24 qtrssince 2019-Q1 | Increased 44 |
VISA INC | 681,967 | $215.5M | 0.9% | $166.67 | +87.16% | 24 qtrssince 2019-Q1 | Increased 43 |
ALPHABET INC | 1.1M | $205.5M | 0.9% | $86.09 | +119.93% | 24 qtrssince 2019-Q1 | Decreased 0 |
JPMORGAN CHASE & CO | 766,894 | $183.8M | 0.8% | $99.62 | +132.33% | 24 qtrssince 2019-Q1 | Increased 44 |
UNITEDHEALTH GROUP INC | 335,374 | $169.7M | 0.7% | $298.04 | +62.44% | 24 qtrssince 2019-Q1 | Increased 47 |
NETFLIX INC. | 175,591 | $156.5M | 0.7% | $44.85 | +98.71% | 24 qtrssince 2019-Q1 | Increased 43 |
WALMART INC | 1.7M | $155.7M | 0.7% | $36.82 | +141.49% | 24 qtrssince 2019-Q1 | Decreased 0 |
Calamos Advisors LLC manages $23.9B across 902 positions as of Q4 2024. Top holdings: AAPL (4.5%), NVDA (4.3%), MSFT (4.1%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 2.5/5.0.
Active quarter - 103 new positions, 140 exits, 196 increased. Top move: AAPL (INCREASED, conviction 58). Portfolio: $23.9B across 902 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
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