Calamos Advisors LLC Q1 2024 Filing

Filed May 8, 2024

Portfolio Value

$21107.3T

Holdings

931

Report Date

Q1 2024

Filing Type

13F-HR

All Holdings (931 positions)

#StockSharesValue% PortfolioType
1
MSFTMICROSOFT CORP
2,521,200$1060.7T5.03%
2
NVDANVIDIA CORPORATION
853,699$771.4T3.65%
3
AAPLAPPLE INC
4,395,794$753.8T3.57%
4
AMZNAMAZON COM INC
3,367,540$607.4T2.88%
5
GOOGLALPHABET INC
2,610,652$394.0T1.87%
6
METAMETA PLATFORMS INC
700,269$340.0T1.61%
7
PANW 0.375 06/01/25PALO ALTO NETWORKS INC
116,462,000$333.0T1.58%
8
LLYELI LILLY & CO
337,734$262.7T1.24%
9
PXD 0.25 05/15/25PIONEER NAT RES CO
83,087,000$237.8T1.13%
10
VVISA INC
760,055$212.1T1.00%
11
GOOGALPHABET INC
1,326,007$201.9T0.96%
12
SPYSPDR S&P 500 ETF TR
389,775$185.9T0.88%Put
13
AVGOBROADCOM INC
134,458$178.2T0.84%
14
NDQINVESCO QQQ TR
414,800$169.9T0.80%Put
15
UNHUNITEDHEALTH GROUP INC
315,488$156.1T0.74%
16
JPMJPMORGAN CHASE & CO
768,064$153.8T0.73%
17
MRKMERCK & CO INC
1,067,449$139.2T0.66%Put
18
MAMASTERCARD INCORPORATED
278,715$134.2T0.64%
19
TSLATESLA INC
752,191$132.2T0.63%
20
ABNB 0 03/15/26AIRBNB INC
131,524,000$122.7T0.58%
21
RCL 6 08/15/25ROYAL CARIBBEAN GROUP
41,785,000$118.8T0.56%
22
BRK/BBERKSHIRE HATHAWAY INC DEL
281,272$118.3T0.56%
23
ON 0.5 03/01/29ON SEMICONDUCTOR CORP
119,096,000$117.5T0.56%
24
APO 6.75 07/31/26APOLLO GLOBAL MGMT INC
1,817,931$115.9T0.55%
25
BACBANK AMERICA CORP
3,045,290$115.5T0.55%
2665,753,000$115.1T0.55%
27
LINLINDE PLC
238,762$110.9T0.53%
28
W 3.25 09/15/27WAYFAIR INC
80,591,000$106.5T0.50%
29
ON 0 05/01/27ON SEMICONDUCTOR CORP
71,915,000$106.0T0.50%
30
WMTWALMART INC
1,751,089$105.4T0.50%
31
WFCWELLS FARGO CO NEW
1,816,485$105.3T0.50%
32120,592,000$103.4T0.49%
33
HDHOME DEPOT INC
265,173$101.7T0.48%
34
JNJJOHNSON & JOHNSON
633,078$100.1T0.47%
35
NFLXNETFLIX INC
162,449$98.7T0.47%
36
F 0 03/15/26FORD MTR CO DEL
94,675,000$97.9T0.46%
37
AMDADVANCED MICRO DEVICES INC
529,540$95.6T0.45%
38
PPL 2.875 03/15/28PPL CAP FDG INC
99,241,000$95.2T0.45%
39
PXDEURPIONEER NAT RES CO
361,177$94.8T0.45%
40
ORCLORACLE CORP
747,096$93.8T0.44%
41
XOMEXXON MOBIL CORP
804,661$93.5T0.44%
42
PGPROCTER AND GAMBLE CO
575,356$93.4T0.44%
4392,077,000$91.9T0.44%
44
CRMSALESFORCE INC
301,243$90.7T0.43%
45
HESHESS CORP
574,642$87.7T0.42%
46
UBER 0 12/15/25UBER TECHNOLOGIES INC
75,790,000$85.1T0.40%
47
NOWSERVICENOW INC
110,266$84.1T0.40%
48
ABBVABBVIE INC
460,609$83.9T0.40%
49
TMOTHERMO FISHER SCIENTIFIC INC
143,681$83.5T0.40%
50
DKNG 0 03/15/28DRAFTKINGS INC NEW
95,164,000$82.5T0.39%
51
AKAM 0.375 09/01/27AKAMAI TECHNOLOGIES INC
77,914,000$82.3T0.39%
52
BSXBOSTON SCIENTIFIC CORP
1,221,353$82.2T0.39%Call
53
CVXCHEVRON CORP NEW
520,387$82.1T0.39%
54
COSTCOSTCO WHSL CORP NEW
110,910$81.3T0.38%
55
CSXCSX CORP
2,171,453$80.5T0.38%
56
LOWLOWES COS INC
306,621$78.1T0.37%
57
DHRDANAHER CORPORATION
312,360$78.0T0.37%
58
DISDISNEY WALT CO
633,546$77.5T0.37%
5993,897,000$75.9T0.36%
60
DWDMORGAN STANLEY
798,691$75.1T0.36%Call
6168,044,000$74.9T0.35%
62
CYBR 0 11/15/24CYBERARK SOFTWARE LTD
42,566,000$72.4T0.34%
6369,127,000$70.7T0.33%
64
SRPT 1.25 09/15/27SAREPTA THERAPEUTICS INC
59,406,000$69.5T0.33%
65
AKAM 0.125 05/01/25AKAMAI TECHNOLOGIES INC
58,703,000$69.4T0.33%
66
HONHONEYWELL INTL INC
335,870$68.9T0.33%
67
SPOT 0 03/15/26SPOTIFY USA INC
75,000,000$68.9T0.33%
68
ITGR 2.125 02/15/28INTEGER HLDGS CORP
47,408,000$68.5T0.32%
69
FOUR 0 12/15/25SHIFT4 PMTS INC
61,808,000$66.7T0.32%
70
DOCN 0 12/01/26DIGITALOCEAN HLDGS INC
77,483,000$65.1T0.31%
71
UBERUBER TECHNOLOGIES INC
839,527$64.6T0.31%
7268,305,000$64.6T0.31%
73
ADBEADOBE INC
126,176$63.7T0.30%
74
U 0 11/15/26UNITY SOFTWARE INC
73,928,000$62.6T0.30%
75
INTUINTUIT
95,966$62.4T0.30%
76
CSCOCISCO SYS INC
1,245,859$62.2T0.29%
77
KOCOCA COLA CO
1,015,713$62.1T0.29%
78
MIDD 1 09/01/25MIDDLEBY CORP
47,265,000$62.1T0.29%
79
CMGCHIPOTLE MEXICAN GRILL INC
21,355$62.1T0.29%
80
HALO 1 08/15/28HALOZYME THERAPEUTICS INC
63,485,000$61.9T0.29%
81
RIVN 4.625 03/15/29RIVIAN AUTOMOTIVE INC
76,192,000$61.6T0.29%
82
CFLT 0 01/15/27CONFLUENT INC
69,621,000$59.8T0.28%
83
CBCHUBB LIMITED
230,191$59.6T0.28%
84
MUMICRON TECHNOLOGY INC
503,747$59.4T0.28%
85
TMUST-MOBILE US INC
361,770$59.0T0.28%
86
GSGOLDMAN SACHS GROUP INC
141,340$59.0T0.28%
87
GEGENERAL ELECTRIC CO
335,912$59.0T0.28%
88
UNPUNION PAC CORP
238,351$58.6T0.28%
89
POST 2.5 08/15/27POST HLDGS INC
51,838,000$58.4T0.28%
90
MRSHMARSH & MCLENNAN COS INC
283,245$58.3T0.28%
91
ACNACCENTURE PLC IRELAND
166,603$57.7T0.27%
92
NET 0 08/15/26CLOUDFLARE INC
60,308,000$56.6T0.27%
93
BKNG 0.75 05/01/25BOOKING HOLDINGS INC
29,035,000$56.1T0.27%
94
CMCSACOMCAST CORP NEW
1,292,317$56.0T0.27%
95
MCDMCDONALDS CORP
198,536$56.0T0.27%
96
CATCATERPILLAR INC
150,456$55.1T0.26%
97
JAZZ 2 06/15/26JAZZ INVESTMENTS I LTD
54,239,000$53.8T0.26%
9857,865,000$53.0T0.25%
99
BL 0 03/15/26BLACKLINE INC
58,467,000$53.0T0.25%
100
PEPPEPSICO INC
301,274$52.7T0.25%
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