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Howard Marks / Oaktree

Tier 2 · PRIORITY · cloneable · 31-DEC-2025 → 31-MAR-2026

AUM $19,333,048,841 · 146 positions · top-10 47.2% · SEC filing history →

13FScore 69/100 — cloning their disclosed top holdings over ~4.6y returned +14%/yr vs S&P +11%/yr (alpha +3%/yr), ahead of the market in 58% of quarters. Cloneable 13F equity book only — excludes hedges/shorts/non-US.

New positions

Issuer% bookValueConvictionBusiness
$NDQ · INVESCO QQQ TRUST SERIES 15.1%$986,977,800Med
$XOP · STATE STREET SPDR S&P OIL & GAS EXPLORATION & PRODUCTION ETF2.8%$545,490,000Med
$PBR · PETROLEO BRASILEIRO SA - PETROBRAS2.0%$379,065,957Med
Indivior Pharmaceuticals Inc1.1%$219,859,531MedOpioid addiction treatment pharmaceuticals
$INDV · INDIVIOR PHARMACEUTICALS INC1.1%$212,875,428MedOpioid addiction treatment pharmaceuticals
CREDO TECHNOLOGY GROUP HOLDING LTD0.8%$151,787,790MedHigh-speed connectivity semiconductors for data centers
$COIN 0.5 06.01.26 · COINBASE GLOBAL INC0.8%$156,683,175MedCryptocurrency exchange platform
$QTWO 0.75 06.01.26 · Q2 HOLDINGS INC0.6%$122,653,962MedCloud banking software for financial institutions
LYONDELLBASELL INDUSTRIES NV0.6%$120,840,000Med
$PRGS 1 04.15.26 · PROGRESS SOFTWARE CORP0.6%$108,330,489Med
$YPF · YPF SA0.6%$122,917,236Med
$EMBJ · EMBRAER SA0.4%$79,682,820Med
$FOUR 0.5 08.01.27 · SHIFT4 PAYMENTS INC0.4%$77,009,310MedIntegrated payment processing
SIMPLY GOOD FOODS CO/THE0.3%$48,598,671MedNutritional snacks and shakes (Atkins, Quest)
$PCG 4.25 12.01.27 · PG&E CORP0.1%$12,434,709MedCalifornia electric and gas utility
$MFG · MAYFAIR GOLD CORP0.1%$13,865,501Med
$BKLN · INVESCO SENIOR INCOME TRUST0.1%$12,247,224Med
$AKAM 1.125 02.15.29 · AKAMAI TECHNOLOGIES INC0.1%$18,531,408MedContent delivery network and cloud security
$NRA · NRG ENERGY INC0.1%$21,494,853MedPower generation and retail electricity
$SHAZ · SHARONAI HOLDINGS INC0.1%$22,730,000Med
$MOON · BLUE MOON METALS INC0.1%$10,878,757Med
$ARWR 0 01.15.32 · ARROWHEAD PHARMACEUTICALS INC0.1%$11,465,140MedRNAi therapeutics drug developer
$PMT 8.5 06.01.29 · PENNYMAC MORTGAGE INVESTMENT TRUST0.1%$12,456,105MedMortgage REIT
$PD 1.5 10.15.28 * · PAGERDUTY INC0.1%$16,109,073MedIncident response and IT operations software
$PDD · PDD HOLDINGS INC0.0%$1,478,442MedPinduoduo and Temu e-commerce platforms
$IMCR 2.5 02.01.30 · IMMUNOCORE HOLDINGS PLC0.0%$2,253,783MedTCR-based cancer immunotherapy biotech (UK)
$UBER 0.875 12.01.28 2028 · UBER TECHNOLOGIES INC0.0%$7,225,500MedRide-hailing and food delivery platform
$JBTM 0.25 05.15.26 · JBT MAREL CORP0.0%$8,765,631Med
$RIVN 3.625 10.15.30 · RIVIAN AUTOMOTIVE INC0.0%$3,744,780MedElectric trucks and delivery vans
$RPD 0.25 03.15.27 · RAPID7 INC0.0%$4,723,776MedCybersecurity and vulnerability management
$MTH 1.75 05.15.28 · MERITAGE HOMES CORP0.0%$5,517,600Med
$NOG 3.625 04.15.29 · NORTHERN OIL & GAS INC0.0%$6,602,061MedNon-operated oil and gas mineral interests
$ALRM 2.25 06.01.29 · ALARM.COM HOLDINGS INC0.0%$2,791,530Med
$IRTC 1.5 09.01.29 · IRHYTHM TECHNOLOGIES INC0.0%$4,438,800MedWearable cardiac monitoring (Zio patch)
$SNOW 0 10.01.27 · SNOWFLAKE INC0.0%$5,678,400MedCloud data warehouse and analytics platform
ILLUMINATION ACQUISITION CORP I0.0%$7,440,000Med

Added to (≥+25% shares)

Issuer% bookΔ sharesConvictionBusiness
TORM PLC10.5%+171%MedProduct tanker shipping
$EXE · EXPAND ENERGY CORP8.9%+210%MedNatural gas exploration and production
ANGLOGOLD ASHANTI PLC4.9%+151%LowGlobal gold mining company
$GTX · GARRETT MOTION INC4.1%+156%LowTurbochargers and automotive technology
$CORZ · CORE SCIENTIFIC INC3.0%+273%LowBitcoin mining and data-center hosting
$VNOM · VIPER ENERGY INC2.8%+81%LowOil and gas mineral and royalty interests
$TDS · TELEPHONE AND DATA SYSTEMS INC2.8%+249%LowRegional telecom and wireless (US Cellular)
$TLN · TALEN ENERGY CORP2.4%+129%LowIndependent power producer (nuclear and gas)
$STKL · SUNOPTA INC2.1%+200%Low
$B · BARRICK MINING CORP1.7%+165%LowGlobal gold and copper mining
$BVXB · ITAU UNIBANCO HOLDING SA1.6%+165%LowBrazilian banking group
LIBERTY GLOBAL LTD1.6%+200%LowInternational cable and broadband operator
$JBLU 0.5 04.01.26 · JETBLUE AIRWAYS CORP1.5%+215%LowUS passenger airline
$NOK · NOKIA OYJ1.4%+79%Low
$RIOT 0.75 01.15.30 · RIOT PLATFORMS INC1.4%+192%LowBitcoin mining company
$0HQK · CBL & ASSOCIATES PROPERTIES INC1.3%+157%Low
$TAC · TRANSALTA CORP1.3%+200%Low
$FCX · FREEPORT-MCMORAN INC1.1%+163%LowCopper and gold mining
$ECHO 3.875 11.30.30 · ECHOSTAR CORP1.0%+200%LowSatellite communications and Dish/Boost wireless
$AERO · GRUPO AEROMEXICO SAB DE CV0.9%+215%LowMexico's flagship airline
$ETSY 0.25 06.15.28 · ETSY INC0.9%+266%LowOnline marketplace for handmade and vintage goods
$PEB 1.75 12.15.26 · PEBBLEBROOK HOTEL TRUST0.9%+336%LowUpscale hotel and resort REIT
XP INC0.9%+187%LowBrazilian investment platform and brokerage
$AWK 3.625 06.15.26 · AMERICAN WATER CAPITAL CORP0.9%+4797%LowFinancing arm of American Water utility
$VAC 3.25 12.15.27 · MARRIOTT VACATIONS WORLDWIDE CORP0.8%+287%Low
$ENPH 0 03.01.28 · ENPHASE ENERGY INC0.8%+345%LowSolar microinverters and energy storage
$BLCO · BAUSCH LOMB CORP0.8%+200%Low
LIBERTY LATIN AMERICA LTD0.8%+200%Low
$KRC · KILROY REALTY CORP0.8%+200%LowWest Coast office and life science REIT
$BMRN 1.25 05.15.27 · BIOMARIN PHARMACEUTICAL INC0.8%+299%LowRare-disease enzyme and gene therapies
$BSY 0.375 07.01.27 · BENTLEY SYSTEMS INC0.7%+1995%LowInfrastructure engineering software
$SEALTD 0.25 09.15.26 · SEA LTD0.7%+270%LowSoutheast Asia gaming, e-commerce and fintech (Shopee)
$RWAY · RUNWAY GROWTH FINANCE CORP0.7%+200%Low
$OKTA 0.375 06.15.26 · OKTA INC0.7%+398%LowIdentity and access management software
$XYZ 0 05.01.26 · BLOCK INC0.6%+460%LowSquare merchant payments and Cash App
$DKNG 0 03.15.28 · DRAFTKINGS INC0.6%+428%LowOnline sports betting and fantasy sports
$DXCM 0.375 05.15.28 · DEXCOM INC0.6%+333%LowContinuous glucose monitoring devices
$AMPH 2 03.15.29 · AMPHASTAR PHARMACEUTICALS INC0.5%+162%LowInjectable and inhalation generic pharmaceuticals
$ECVT · ECOVYST INC0.5%+69%LowSpecialty catalysts and chemical services
$TDOC 1.25 06.01.27 · TELADOC HEALTH INC0.5%+158%LowTelehealth and virtual care services
$U 0 11.15.26 · UNITY SOFTWARE INC0.5%+1088%LowReal-time 3D game development engine
$CNMD 2.25 06.15.27 · CONMED CORP0.5%+169%LowSurgical devices and equipment
$AD · ARRAY DIGITAL INFRASTRUCTURE INC0.5%+200%Low
$CX · CEMEX SAB DE CV0.5%+44%Low
$TX · TERNIUM SA0.4%+166%Low
$SPB 3.375 06.01.29 · SPECTRUM BRANDS HOLDINGS INC0.4%+185%LowConsumer products (batteries, pet, home)
$ARRY 1 12.01.28 · ARRAY TECHNOLOGIES INC0.4%+180%LowSolar tracking systems
RICE ACQUISITION CORP 30.4%+200%LowSpecial-purpose acquisition company (blank-check)
$CBRL 0.625 06.15.26 · CRACKER BARREL OLD COUNTRY STORE INC0.4%+137%LowCountry-themed restaurant and retail chain
$SNAP 0 05.01.27 · SNAP INC0.3%+203%LowSnapchat social media platform
$FFC0 · OAKTREE SPECIALTY LENDING CORP0.3%+200%Low
$TEO · TELECOM ARGENTINA SA0.3%+107%Low
$FIVN 1 03.15.29 · FIVE9 INC0.3%+115%LowCloud contact-center software
$ITRI 1.375 07.15.30 · ITRON INC0.2%+257%LowUtility smart meters and grid technology
$AVAV 0 07.15.30 · AEROVIRONMENT INC0.2%+96%LowMilitary drones and unmanned systems
$NBR 1.75 06.15.29 · NABORS INDUSTRIES LTD0.2%+101%LowLand and offshore drilling rigs
$AFRM 0 11.15.26 · AFFIRM HOLDINGS INC0.2%+562%LowBuy-now-pay-later installment lending
$UPWK 0.25 08.15.26 · UPWORK INC0.2%+433%LowOnline freelance work marketplace
$MSTR 0 12.01.29 · STRATEGY INC0.2%+529%LowEnterprise analytics software and Bitcoin treasury (MicroStrategy)
$COGT 1.625 11.15.31 · COGENT BIOSCIENCES INC0.2%+301%LowPrecision-oncology therapeutics
$NVST 1.75 08.15.28 · ENVISTA HOLDINGS CORP0.2%+56%LowDental products and technology
$ZD 1.75 11.01.26 · ZIFF DAVIS INC0.2%+200%LowDigital media and internet publishing
$XYZ 0.25 11.01.27 · BLOCK INC0.2%+455%LowSquare merchant payments and Cash App
$BATL · BATTALION OIL CORP0.2%+200%Low
$BXMT 5.5 03.15.27 · BLACKSTONE MORTGAGE TRUST INC0.2%+224%LowCommercial real-estate mortgage REIT
$SMRT · SMARTRENT INC0.2%+200%LowSmart-home technology for rental properties
$SYNA 0.75 12.01.31 · SYNAPTICS INC0.2%+140%LowHuman-interface and IoT semiconductors
$JD 0.25 06.01.29 · JD.COM INC0.2%+72%LowChinese e-commerce and logistics giant
$NEO 0.25 01.15.28 · NEOGENOMICS INC0.1%+136%LowCancer genetic and molecular testing labs
$SNAP 0.125 03.01.28 · SNAP INC0.1%+34%LowSnapchat social media platform
$CRNC 1.5 07.01.28 · CERENCE INC0.1%+170%LowConversational AI for automotive
$RWT 7.75 06.15.27 · REDWOOD TRUST INC0.1%+232%LowResidential mortgage REIT and credit investor
$CALY 2.75 05.01.26 · CALLAWAY GOLF CO0.1%+187%Low
$OPTU · OPTIMUM COMMUNICATIONS INC0.1%+193%Low
$SNAP 0.75 08.01.26 · SNAP INC0.1%+200%LowSnapchat social media platform
$SO 4.5 06.15.27 · SOUTHERN CO/THE0.1%+121%LowElectric utility holding company (Southeast US)
$GPRE 2.25 03.15.27 · GREEN PLAINS INC0.1%+95%LowEthanol production and biorefining
LIBERTY LATIN AMERICA LTD0.1%+200%Low
$DDOG 0 12.01.29 · DATADOG INC0.1%+208%LowCloud monitoring and observability platform
$TCOM 0.75 06.15.29 · TRIP.COM GROUP LTD0.1%+1815%Low
$RGEN 1 12.15.28 · REPLIGEN CORP0.1%+175%LowBioprocessing products for biologic-drug manufacturing
$UPST 0.25 08.15.26 · UPSTART HOLDINGS INC0.1%+103%Low
$ZD 3.625 03.01.28 · ZIFF DAVIS INC0.1%+200%LowDigital media and internet publishing
$NTNX 0.25 10.01.27 · NUTANIX INC0.1%+1040%LowHybrid-cloud and hyperconverged infrastructure software
$WGO 3.25 01.15.30 · WINNEBAGO INDUSTRIES INC0.1%+39%LowRecreational vehicles and motorhomes
$MX · MAGNACHIP SEMICONDUCTOR CORP0.1%+200%Low
REDFIN CORP0.1%+133%LowOnline real-estate brokerage
$LCII 1.125 05.15.26 · LCI INDUSTRIES0.1%+176%LowRV and recreational vehicle components
$PENN 2.75 05.15.26 · PENN ENTERTAINMENT INC0.1%+479%LowCasinos and online sports betting
RICE ACQUISITION CORP 30.0%+200%LowSpecial-purpose acquisition company (blank-check)
$MSTR 0.875 03.15.31 · STRATEGY INC0.0%+408%LowEnterprise analytics software and Bitcoin treasury (MicroStrategy)
$HAE 2.5 06.01.29 · HAEMONETICS CORP0.0%+178%LowBlood and plasma management technology
$NEE 3 03.01.27 · NEXTERA ENERGY INC0.0%+200%LowUtility and renewable power generator (Florida)
$POST 2.5 08.15.27 · POST HOLDINGS INC0.0%+121%LowPackaged foods and cereals
$CELC 2.75 08.01.31 · CELCUITY INC0.0%+157%LowTargeted-oncology drug developer
$GLAD 5.875 10.01.30 · GLADSTONE CAPITAL CORP0.0%+655%LowBusiness development company (lower middle-market)
ALVOTECH SA0.0%+200%LowIcelandic biosimilar medicines developer and manufacturer
$CAKE 0.375 06.15.26 · CHEESECAKE FACTORY INC/THE0.0%+233%LowCasual-dining restaurant chain
$DOCN 0 12.01.26 · DIGITALOCEAN HOLDINGS INC0.0%+376%LowCloud computing for developers and SMBs
$BILL 0 04.01.27 · BILL HOLDINGS INC0.0%+200%LowSMB accounts-payable and spend software
$BTAI · BIOXCEL THERAPEUTICS INC0.0%+200%Low
$PSN 2.625 03.01.29 · PARSONS CORP0.0%+433%LowDefense and infrastructure engineering services
$HDB · HDFC BANK LTD0.0%+163%LowIndian private-sector bank

Top holdings now

Issuer% bookBusiness
TORM PLC10.5%Product tanker shipping
$EXE · EXPAND ENERGY CORP8.9%Natural gas exploration and production
$NDQ · INVESCO QQQ TRUST SERIES 15.1%
ANGLOGOLD ASHANTI PLC4.9%Global gold mining company
$GTX · GARRETT MOTION INC4.1%Turbochargers and automotive technology
$CORZ · CORE SCIENTIFIC INC3.0%Bitcoin mining and data-center hosting
$XOP · STATE STREET SPDR S&P OIL & GAS EXPLORATION & PRODUCTION ETF2.8%
$TDS · TELEPHONE AND DATA SYSTEMS INC2.8%Regional telecom and wireless (US Cellular)
$VNOM · VIPER ENERGY INC2.8%Oil and gas mineral and royalty interests
$TLN · TALEN ENERGY CORP2.4%Independent power producer (nuclear and gas)

Generated 2026-06-27 · Alpha-Investor tracker