CALAMOS ADVISORS LLC

PrivateCIK: 1316507
Location

NAPERVILLE, IL

📋 What this filing means

CALAMOS ADVISORS LLC filed this quarterly 13F‑HR report disclosing 948 equity positions with a total reported market value of $30.07B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

948
Positions
$30.07B
Total AUM (reported)
4.48B
Total Shares

Allocation by class

TOTAL AUM$30.07B948 positions
COM$13.88B46.1%
TR UNIT$1.38B4.6%
TAX AWA COLL ETF$1.08B3.6%
CL A$900.61M3.0%
NOTE 3.000%11/1$825.10M2.7%
CAP STK CL A$723.31M2.4%
COM NEW$604.49M2.0%

Portfolio Concentration

Top 313.2%4–1016.8%11–2513.2%Rest56.8%TOP 1030.0%0%100%
Top 3$3.97B13.2%
4–10$5.05B16.8%
11–25$3.97B13.2%
Rest$17.09B56.8%

Top 3 weight

13.2%

Top 10 weight

30.0%

Voting Authority Distribution

Total shares with voting rights: 233.29M

Sole

Full voting authority

232.74M

shares

% of voting shares99.8%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

546.97K

shares

% of voting shares0.2%

Investment Discretion (by position count)

Sole908
Shared0
Other40
Dominant voting typeSole · 99.8% of voting shares
Institutional Holdings948
Rows:

NVIDIA CORPORATION

SOLE
COM
Shares7.07M
TypeSH
Market value$1.41B
4.70%
Sole
7.05M
Shared
0.00
None
24.67K

STATE STR SPDR S&P 500 ETF T

SOLE
TR UNIT
Shares2.11M
TypeSH
Market value$1.38B
4.58%
Sole
2.10M
Shared
0.00
None
13.27K

APPLE INC

SOLE
COM
Shares4.08M
TypeSH
Market value$1.18B
3.91%
Sole
4.07M
Shared
0.00
None
11.10K

CALAMOS ETF TR

SOLE
TAX AWA COLL ETF
Shares10.69M
TypeSH
Market value$1.08B
3.58%
Sole
10.69M
Shared
0.00
None
235.00

WESTERN DIGITAL CORP

SOLE
NOTE 3.000%11/1
Shares48.73M
TypePRN
Market value$825.10M
2.74%
Sole
48.73K
Shared
0.00
None
0.00

MICROSOFT CORP

SOLE
COM
Shares2.11M
TypeSH
Market value$786.09M
2.61%
Sole
2.10M
Shared
0.00
None
6.31K

AMAZON COM INC

SOLE
COM
Shares3.09M
TypeSH
Market value$733.99M
2.44%
Sole
3.08M
Shared
0.00
None
12.43K

ALPHABET INC

SOLE
CAP STK CL A
Shares2.03M
TypeSH
Market value$723.31M
2.41%
Sole
2.02M
Shared
0.00
None
8.68K

BROADCOM INC

SOLE
COM
Shares1.39M
TypeSH
Market value$523.87M
1.74%
Sole
1.38M
Shared
0.00
None
5.28K

META PLATFORMS INC

SOLE
CL A
Shares671.92K
TypeSH
Market value$378.61M
1.26%
Sole
669.35K
Shared
0.00
None
2.57K

MICRON TECHNOLOGY INC

SOLE
COM
Shares313.45K
TypeSH
Market value$361.82M
1.20%
Sole
313.26K
Shared
0.00
None
193.00

ELI LILLY & CO

SOLE
COM
Shares283K
TypeSH
Market value$339.44M
1.13%
Sole
281.68K
Shared
0.00
None
1.33K

ALPHABET INC

SOLE
CAP STK CL C
Shares907.21K
TypeSH
Market value$320.55M
1.07%
Sole
907.21K
Shared
0.00
None
0.00

ADVANCED MICRO DEVICES INC

SOLE
COM
Shares543.57K
TypeSH
Market value$314.71M
1.05%
Sole
541.87K
Shared
0.00
None
1.71K

TESLA INC

SOLE
COM
Shares747.84K
TypeSH
Market value$314.47M
1.05%
Sole
746.50K
Shared
0.00
None
1.33K

INVESCO QQQ TR

SOLE
UNIT SER 1
Shares506.64K
TypeSH
Market value$294.02M
0.98%
Sole
506.63K
Shared
0.00
None
14.00

ISHARES TR

SOLE
MSCI EAFE ETF
Shares2.46M
TypeSH
Market value$238.67M
0.79%
Sole
2.46M
Shared
0.00
None
0.00

ALPHABET INC

SOLE
DEP SHS RP1/20 A
Shares4.66M
TypeSH
Market value$237.29M
0.79%
Sole
4.62M
Shared
0.00
None
38.35K

ALPHABET INC

SOLE
DEP SHS RP1/20 B
Shares4.62M
TypeSH
Market value$232.18M
0.77%
Sole
4.58M
Shared
0.00
None
33.94K

JPMORGAN CHASE & CO

SOLE
COM
Shares708.38K
TypeSH
Market value$231.88M
0.77%
Sole
707.81K
Shared
0.00
None
574.00

VISA INC

SOLE
COM CL A
Shares661.47K
TypeSH
Market value$226.94M
0.75%
Sole
658.35K
Shared
0.00
None
3.12K

ISHARES TR

SOLE
RUSSELL 2000 ETF
Shares889.76K
TypeSH
Market value$225.10M
0.75%
Sole
889.76K
Shared
0.00
None
0.00

ALIBABA GROUP HLDG LTD

SOLE
NOTE 0.500% 6/0
Shares189.05M
TypePRN
Market value$223.22M
0.74%
Sole
188.10K
Shared
0.00
None
948.00

APPLIED MATLS INC

SOLE
COM
Shares303.39K
TypeSH
Market value$219.35M
0.73%
Sole
301.63K
Shared
0.00
None
1.77K

BOEING CO

SOLE
DEP CONV PFD A
Shares2.75M
TypeSH
Market value$185.41M
0.62%
Sole
2.75M
Shared
0.00
None
0.00
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