Pallas Capital Advisors LLC

CIK: 0001862282Latest portfolio: $3.0B · Q4 2025

Holdings

882

Total Value

$3.0B

New Positions

100

Closed Positions

88

#StockSharesValue% PortfolioChangeType
1
BRKRBRUKER CORP
9,480,665$446.6M14.75%+114
2
JMBSJANUS DETROIT STR TR
1,647,295$75.3M2.48%+173K
3
MSFTMICROSOFT CORP
154,732$74.8M2.47%-1,012
4
GLPGLOBAL PARTNERS LP
1,627,973$68.1M2.25%
5
AAPLAPPLE INC
236,534$64.3M2.12%-11,768
6
AMZNAMAZON COM INC
238,235$55.0M1.82%+9K
7
NVDANVIDIA CORPORATION
293,486$54.7M1.81%-3,778
8
GOOGLALPHABET INC
152,147$47.6M1.57%-19,182
9
FBNDFIDELITY MERRIMACK STR TR
875,591$40.3M1.33%+76K
10
FNDFSCHWAB STRATEGIC TR
854,093$38.6M1.27%+53K
11
DFIVDIMENSIONAL ETF TRUST
763,071$38.1M1.26%+55K
12
JBNDJ P MORGAN EXCHANGE TRADED F
683,422$37.0M1.22%+58K
13
AVGOBROADCOM INC
106,151$36.7M1.21%-4,837
14
FENIFIDELITY COVINGTON TRUST
1,001,543$36.6M1.21%+95K
15
DFAIDIMENSIONAL ETF TRUST
942,337$35.9M1.19%+92K
16
BBINJ P MORGAN EXCHANGE TRADED F
489,352$35.4M1.17%+50K
17
JIREJ P MORGAN EXCHANGE TRADED F
423,633$31.7M1.05%+47K
18
JPMJPMORGAN CHASE & CO.
95,554$30.8M1.02%-3,592
19
CLOABLACKROCK ETF TRUST II
559,818$29.0M0.96%+58K
20
SPYSPDR S&P 500 ETF TR
39,396$26.9M0.89%+29K
21
BINCBLACKROCK ETF TRUST II
507,063$26.8M0.88%+48K
22
BRK/BBERKSHIRE HATHAWAY INC DEL
49,791$25.0M0.83%-936
23
IVVISHARES TR
35,198$24.1M0.80%+6K
24
SCMBSCHWAB STRATEGIC TR
894,144$23.0M0.76%+113K
25
JBBBJANUS DETROIT STR TR
481,561$23.0M0.76%+46K

Quarterly Changes

New Positions

Closed Positions

Increased Positions

NameSharesChange
JMBS1.6M+173K
PCG293K+115K
SCMB894K+113K
DFAI942K+92K
FBND876K+76K
USFR317K+75K
OTF85K+74K
BMY96K+64K
NFLX65K+59K
JBND683K+58K

Decreased Positions

NameSharesChange
BAC28K-63340
XRAY39K-43485
CUBE15K-39983
NWL41K-35330
NWSA10K-32570
ORCL42K-22821
APLS14K-19192
GOOGL152K-19182
NTNX11K-19047
MGM13K-15463

Sector Breakdown

Financial ServicesNaN% ($InfinityT)
TechnologyNaN% ($InfinityT)
IndustrialsNaN% ($InfinityT)
Healthcare0.0% ($4.466341863317044e+294T)
Consumer Cyclical0.0% ($5.498917144657056e+269T)
Unknown0.0% ($2.502710385943083e+152T)
Energy0.0% ($6.813020781869352e+120T)
Communication Services0.0% ($4.762222391171656e+87T)
Real Estate0.0% ($3.3631359107480764e+82T)
Consumer Defensive0.0% ($1.4309987289844785e+81T)
Basic Materials0.0% ($1.5019520828372314e+69T)
Utilities0.0% ($9.754640848274703e+57T)

Filing History

QuarterFiling DatePortfolio ValueHoldings
Q4 2025Jan 14, 2026$3.0B882
Q3 2025Nov 7, 2025$2.7T871
Q2 2025Jul 9, 2025$2.6T859
Q1 2025Apr 14, 2025$2.4T762
Q4 2024Jan 13, 2025$2336.4T582
Q3 2024Oct 25, 2024$2337.6T598
Q2 2024Jul 22, 2024$2218.3T504
Q1 2024Apr 15, 2024$2401.8T432
Q4 2023Jan 22, 2024$1879.6T356
Q3 2023Nov 1, 2023$1640.9T345
Q2 2023Jul 26, 2023$2212.8T259
Q1 2023May 2, 2023$1069.1T269
Q4 2022Jan 24, 2023$988.0T272
Q3 2022Nov 7, 2022$898.3B250
Q2 2022Aug 11, 2022$726.7B225
Q1 2022Apr 20, 2022$782.7B232
Q4 2021Feb 1, 2022$821.0B350
Q3 2021Nov 12, 2021$910.8B397
Q2 2021Aug 11, 2021$712.9B304
Q1 2021May 14, 2021$448.9B177

Fund Information

CIK0001862282
Most Recent FilingJan 14, 2026
Number of Filings20

Pallas Capital Advisors LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $3.0B across 882 holdings. The largest position is BRUKER CORP (BRKR), representing 14.7% of the portfolio. Compared to the previous quarter, the fund opened 101 new positions and closed 90 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.