Calamos Advisors LLC Q3 2023 Filing

Filed October 26, 2023

Portfolio Value

$19.2B

Holdings

921

Report Date

Q3 2023

Filing Type

13F-HR

All Holdings (921 positions)

#StockSharesValue% PortfolioType
1
MSFTMICROSOFT CORP
2,652,926$839.0B4358.84%Call
2
AAPLAPPLE INC
4,754,945$816.1B4239.92%Call
3
AMZNAMAZON COM INC
3,881,179$494.8B2570.65%Call
4
NVDANVIDIA CORPORATION
900,801$391.8B2035.49%Call
5
GOOGLALPHABET INC
2,758,452$361.0B1875.38%
6
SPYSPDR S&P 500 ETF TR
666,691$295.3B1534.26%Put
7
PANW 0.375 06/01/25PALO ALTO NETWORKS INC
122,916,000$289.7B1505.22%
8
METAMETA PLATFORMS INC
710,779$213.4B1108.60%
9
TESLA INC
17,239,000$209.3B1087.47%
10
PXD 0.25 05/15/25PIONEER NAT RES CO
83,796,000$205.7B1068.92%
11
LLYELI LILLY & CO
376,736$202.4B1051.31%
12
UNHUNITEDHEALTH GROUP INC
390,649$197.0B1023.29%
13
VVISA INC
836,715$192.5B999.86%
14
GOOGALPHABET INC
1,369,470$180.6B938.10%
15
ON 0 05/01/27ON SEMICONDUCTOR CORP
72,849,000$131.5B683.17%
16
ABNB 0 03/15/26AIRBNB INC
145,993,000$128.8B669.39%
1771,965,000$123.2B640.16%
18
AVGOBROADCOM INC
146,028$121.3B630.13%
19
JPMJPMORGAN CHASE & CO
780,908$113.2B588.36%
20
CVXCHEVRON CORP NEW
670,360$113.0B587.26%
21
NDQINVESCO QQQ TR
305,500$112.9B586.33%Put
22
MAMASTERCARD INCORPORATED
283,684$112.3B583.51%
23
LINLINDE PLC
287,839$107.2B556.82%
24
AKAM 0.375 09/01/27AKAMAI TECHNOLOGIES INC
101,462,000$105.9B550.10%
25
MRKMERCK & CO INC
1,001,107$103.4B537.42%Call
26
BRK/BBERKSHIRE HATHAWAY INC DEL
291,723$102.2B530.91%
27
U 0 11/15/26UNITY SOFTWARE INC
128,400,000$102.0B529.87%
28
TSLATESLA INC
407,013$101.8B529.11%
29
JNJJOHNSON & JOHNSON
646,531$100.7B523.16%
30123,507,000$98.7B512.98%
31
XOMEXXON MOBIL CORP
818,943$96.3B500.27%
32
DKNG 0 03/15/28DRAFTKINGS INC NEW
123,549,000$94.3B489.72%
33
ORCLORACLE CORP
880,493$93.3B484.53%
34
F 0 03/15/26FORD MTR CO DEL
93,683,000$91.9B477.27%
35
WMTWALMART INC
569,556$91.1B473.24%
36
BACBANK AMERICA CORP
3,306,910$90.8B471.64%Put
37
APO 6.75 07/31/26APOLLO GLOBAL MGMT INC
1,560,829$86.0B446.81%
38
PGPROCTER AND GAMBLE CO
587,153$85.6B444.94%
39
TMOTHERMO FISHER SCIENTIFIC INC
166,950$84.5B439.03%
40
HDHOME DEPOT INC
272,010$82.2B427.01%
41
W 3.25 09/15/27WAYFAIR INC
66,175,000$80.2B416.56%
42
AMDADVANCED MICRO DEVICES INC
748,366$77.6B403.28%Call
43103,897,000$77.3B401.58%
44
CYBR 0 11/15/24CYBERARK SOFTWARE LTD
65,514,000$75.7B393.06%
45
TLTISHARES TR
728,000$74.9B389.34%Call
46
WFCWELLS FARGO CO NEW
1,809,322$73.9B384.08%
47
HONHONEYWELL INTL INC
399,436$73.8B383.37%
48
CSXCSX CORP
2,377,631$73.1B379.84%
4976,785,000$72.5B376.60%
50
KOCOCA COLA CO
1,272,577$71.2B370.11%
51
AKAM 0.125 05/01/25AKAMAI TECHNOLOGIES INC
60,145,000$71.1B369.57%
52
UBER 0 12/15/25UBER TECHNOLOGIES INC
75,549,000$70.6B367.01%
53
BILL 0 12/01/25BILL HOLDINGS INC
70,016,000$70.4B365.83%
54
ABBVABBVIE INC
472,386$70.4B365.82%
55
DOCN 0 12/01/26DIGITALOCEAN HLDGS INC
91,418,000$70.1B364.20%
56
CSCOCISCO SYS INC
1,284,459$69.1B358.75%
57
CFLT 0 01/15/27CONFLUENT INC
83,189,000$68.1B353.72%
5830,006,000$67.9B352.67%
59
RCL 6 08/15/25ROYAL CARIBBEAN GROUP
34,004,000$67.1B348.47%
60
SRPT 1.25 09/15/27SAREPTA THERAPEUTICS INC
59,575,000$66.8B347.25%
6170,075,000$66.1B343.54%
62
ADBEADOBE INC
127,329$64.9B337.31%
6369,202,000$64.3B334.12%
64
COSTCOSTCO WHSL CORP NEW
113,660$64.2B333.61%
65
JAZZ 2 06/15/26JAZZ INVESTMENTS I LTD
62,534,000$63.9B332.07%
66
SPOT 0 03/15/26SPOTIFY USA INC
75,000,000$63.9B331.83%
67
NFLXNETFLIX INC
165,517$62.5B324.71%
6852,895,000$62.3B323.89%
69
LOWLOWES COS INC
299,185$62.2B323.06%
70
FOUR 0 12/15/25SHIFT4 PMTS INC
62,652,000$62.0B322.17%
71
DWDMORGAN STANLEY
750,716$61.3B318.53%
72
DHRDANAHER CORPORATION
242,244$60.1B312.24%
73
HALO 1 08/15/28HALOZYME THERAPEUTICS INC
63,892,000$59.9B311.15%
74
BSXBOSTON SCIENTIFIC CORP
1,125,503$59.4B308.74%
75
NOWSERVICENOW INC
105,496$59.0B306.36%
76
RTXRTX CORPORATION
795,198$58.9B305.77%Put
77
DISH 0 12/15/25DISH NETWORK CORPORATION
86,823,000$58.6B304.25%
78
ACNACCENTURE PLC IRELAND
190,567$58.5B304.06%
79
CMCSACOMCAST CORP NEW
1,319,687$58.5B304.00%
80
CRMSALESFORCE INC
284,970$57.8B300.22%
81
MPCMARATHON PETE CORP
376,162$56.9B295.76%
8268,490,000$56.8B295.35%
8358,306,000$55.6B289.10%
84
JBTM 0.25 05/15/26JOHN BEAN TECHNOLOGIES CORP
61,126,000$55.3B287.14%
85
PANWPALO ALTO NETWORKS INC
227,659$55.2B287.03%Call
86
MRSHMARSH & MCLENNAN COS INC
287,235$54.7B283.98%
87
PEPPEPSICO INC
321,053$54.4B282.62%
88
NKENIKE INC
565,859$54.1B281.11%
89
UNPUNION PAC CORP
264,280$53.8B279.59%
90
MCDMCDONALDS CORP
202,995$53.5B277.83%
91
INTUINTUIT
104,616$53.5B277.70%
92
TMUST-MOBILE US INC
381,158$53.4B277.33%
93
BKNG 0.75 05/01/25BOOKING HOLDINGS INC
31,815,000$53.3B276.79%
94
MIDD 1 09/01/25MIDDLEBY CORP
47,154,000$52.8B274.50%
95
4I1PHILIP MORRIS INTL INC
569,502$52.7B273.92%
96
MTN 0 01/01/26VAIL RESORTS INC
59,463,000$52.7B273.73%
97
ALNY 1 09/15/27ALNYLAM PHARMACEUTICALS INC
56,317,000$52.3B271.94%
98
NET 0 08/15/26CLOUDFLARE INC
60,308,000$51.3B266.76%
99
NEE 6.926 09/01/25NEXTERA ENERGY INC
1,353,891$51.2B266.09%
100
FSLY 0 03/15/26FASTLY INC
58,585,000$50.1B260.06%
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