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Focused investors/First Pacific Advisors

First Pacific Advisors

As of Q1 2026, First Pacific Advisors reported 83 long-equity positions worth $7B in aggregate.

It also disclosed $5.5M of put notional. Notional is the contracts’ face value, not the premium paid, so it is reported separately from the equity above — see the Options section below.

Copy-investor backtest

Latest quarter
+3.66%
1-year
+32.13%
3-year
+91.40%
3-year top 5
+136.73%

Return from mechanically copying the disclosed 13F equity portfolio after each filing and rebalancing at the next. Method & limitations.

Get email alerts when First Pacific Advisors files a new 13F — sign in or create a free account.

Updated 2026-06-06 from SEC 13F data.

Live quotes available for 93 of 220 rows. Rows without a quote are marked unavailable.

1CMCSACOMCAST CORP NEW6.61%Add +2.5%11,270,764$442.27M$39.2452w: $35.20 - $57.92; reported $39.24
2GOOGLALPHABET INC6.05%Add +3.2%185,929$405.19M$2179.2652w: $101.88 - $151.55; reported $2179.26
3ADIANALOG DEVICES INC5.28%Reduce -1.2%2,420,424$353.6M$146.0952w: $141.69 - $191.95; reported $146.09
4AIGAMERICAN INTL GROUP INC5.11%Reduce -10.0%6,685,302$341.82M$51.1352w: $44.54 - $65.73; reported $51.13
5GOOGALPHABET INC4.86%Add +3.2%148,601$325.06M$2187.4552w: $102.21 - $152.10; reported $2187.45
6TELTE CONNECTIVITY LTD4.79%Add +2.8%2,833,669$320.63M$113.1552w: $110.11 - $166.44; reported $113.15
7AVGOBROADCOM INC4.56%Reduce -3.1%628,123$305.15M$485.8152w: $45.57 - $67.78; reported $485.81
8CHTRCHARTER COMMUNICATIONS INC N4.26%Add +3.8%608,995$285.33M$468.5352w: $407.75 - $825.62; reported $468.53
9CCITIGROUP INC3.81%Add +2.7%5,547,838$255.15M$45.9952w: $45.26 - $74.64; reported $45.99
10METAMETA PLATFORMS INC3.69%Add +2.1%1,530,687$246.82M$161.2552w: $154.25 - $384.33; reported $161.25
11WFCWELLS FARGO CO NEW3.63%Add +2.6%6,205,788$243.08M$39.1752w: $36.54 - $60.30; reported $39.17
12AMZNAMAZON COM INC3.62%Add +35.6%20:1 split2,282,100$242.38M$106.2152w: $101.26 - $188.65; reported $106.21
13AONAON PLC3.46%Reduce -6.3%858,658$231.56M$269.6852w: $223.19 - $341.98; reported $269.68
14IFFINTERNATIONAL FLAVORS&FRAGRA2.80%Add +10.2%1,571,559$187.2M$119.1252w: $105.38 - $157.08; reported $119.12
15HWMHOWMET AEROSPACE INC2.60%Reduce -5.3%5,521,725$173.66MNo quoteNo quote
16JEFJEFFERIES FINL GROUP INC2.38%Add +0.1%5,770,645$159.39M$27.6252w: $24.74 - $42.51; reported $27.62
17KMIKINDER MORGAN INC DEL2.14%Add +2.6%8,525,357$142.89M$16.7652w: $15.01 - $20.20; reported $16.76
18FEFIRSTENERGY CORP2.07%Reduce -18.0%3,603,491$138.34MNo quoteNo quote
19OTEXOPEN TEXT CORP2.06%Add +9.5%3,649,657$138.1MNo quoteNo quote
20WABWABTEC1.96%Add +2.8%1,597,383$131.11M$82.0852w: $77.61 - $100.05; reported $82.08
21KMXCARMAX INC1.95%New1,441,894$130.46M$90.4852w: $84.37 - $155.98; reported $90.48
22ATVIACTIVISION BLIZZARD INC1.70%Reduce -0.0%1,461,530$113.8MNo quoteNo quote
23NXPINXP SEMICONDUCTORS N V1.66%Add +11.0%752,570$111.4M$148.0352w: $145.31 - $239.91; reported $148.03
24UNVRUNIVAR SOLUTIONS INC1.58%Add +0.1%4,257,517$105.88MNo quoteNo quote
25MARMARRIOTT INTL INC NEW1.57%Reduce -9.1%774,430$105.33M$136.0152w: $127.23 - $195.90; reported $136.01
26LPLALPL FINL HLDGS INC1.55%Reduce -11.3%562,306$103.73M$184.4852w: $127.03 - $220.80; reported $184.48
27NFLXNETFLIX INC1.28%Add +11.6%490,821$85.83M$174.8752w: $16.27 - $70.10; reported $174.87
28FERGFERGUSON PLC NEW1.25%New752,795$83.34M$110.7152w: $105.58 - $183.67; reported $110.71
29PCGPG&E CORP0.95%Add +2.9%6,378,529$63.66M$9.9852w: $8.24 - $13.19; reported $9.98
30UBERUBER TECHNOLOGIES INC0.80%Add +16.2%2,600,991$53.22M$20.4652w: $19.89 - $52.03; reported $20.46
31GPORGULFPORT ENERGY CORP0.72%Add +0.4%609,405$48.45M$79.5152w: $60.43 - $108.10; reported $79.51
32DELLDELL TECHNOLOGIES INC0.62%-900,697$41.62M$46.2152w: $38.33 - $61.54; reported $46.21
33HLFHERBALIFE NUTRITION LTD0.57%Add +74.1%1,868,906$38.22M$20.4552w: $20.12 - $54.45; reported $20.45
34TLGAUTLG ACQUISITION ONE CORP0.22%-1,499,900$14.71MNo quoteNo quote
36HIIIUHUDSON EXECUTIVE INVES III0.22%-1,499,900$14.7MNo quoteNo quote
35FRXBUFOREST ROAD ACQUISITION COR0.22%-1,499,900$14.7MNo quoteNo quote
37LCAHULANDCADIA HOLDINGS IV INC0.22%-1,499,899$14.68MNo quoteNo quote
38ACAHATLANTIC COASTAL ACQUISTN CO0.22%-1,498,495$14.66MNo quoteNo quote
39SBNYSIGNATURE BK NEW YORK N Y0.22%Add +0.2%81,682$14.64MNo quoteNo quote
40TDWTIDEWATER INC NEW0.20%Reduce -11.8%636,117$13.42M$21.0952w: $9.75 - $28.79; reported $21.09
41OECORION ENGINEERED CARBONS S A0.20%-849,020$13.19M$15.5352w: $13.84 - $20.99; reported $15.53
42BRKHUBURTECH ACQUISITION CORP0.19%-1,245,023$12.4MNo quoteNo quote
43DRAYUMACONDRAY CAP ACQUISITN CORP0.18%-1,247,500$12.36MNo quoteNo quote
44FLMEUFLAME ACQUISITION CORP0.18%-1,248,746$12.31MNo quoteNo quote
45CLAAUCOLONNADE ACQUISITION CORP I0.18%-1,248,745$12.24MNo quoteNo quote
46DISAUDISRUPTIVE ACQUISITION CORP0.18%-1,248,748$12.23MNo quoteNo quote
47KIIIUKISMET ACQUISITION THREE COR0.18%-1,248,745$12.21MNo quoteNo quote
48GAMCUGOLDEN ARROW MERGER CORP0.18%-1,248,745$12.2MNo quoteNo quote
49GGMCUGLENFARNE MERGER CORP0.18%-1,248,745$12.16MNo quoteNo quote
50TWLVUTWELVE SEAS INVESTMENT CO II0.18%-1,197,791$11.76MNo quoteNo quote
51AGGRUAGILE GROWTH CORP0.17%-1,176,454$11.54MNo quoteNo quote
52PLMIUPLUM ACQUISITION CORP I0.17%-1,169,957$11.48MNo quoteNo quote
53PTOCPINE TECHNOLOGY ACQUISITN CO0.17%-1,170,600$11.44MNo quoteNo quote
54PONDANGEL POND HOLDINGS CORP0.17%-1,144,612$11.18MNo quoteNo quote
55PSTHPERSHING SQUARE TONTINE HLDG0.16%-534,048$10.67MNo quoteNo quote
56ELMEWASHINGTON REAL ESTATE INVT0.16%-498,578$10.63MNo quoteNo quote
57IPVIUINTERPRIVATE IV INFRATECH PR0.15%-1,045,934$10.29MNo quoteNo quote
58SCLEBROADSCALE ACQUISITION CORP0.15%-1,009,809$9.92MNo quoteNo quote
59DLTRDOLLAR TREE INC0.15%Reduce -20.1%63,395$9.88M$155.8552w: $84.26 - $177.19; reported $155.85
60MITUMASON INDUSTRIAL TECHNOLGY I0.13%-917,294$8.94MNo quoteNo quote
61RUSHARUSH ENTERPRISES INC0.13%-178,146$8.59M$48.2052w: $27.30 - $40.59; reported $48.20
62SLAMUSLAM CORP0.13%-861,814$8.46MNo quoteNo quote
63SCAQUSTRATIM CLOUD ACQUISITION CO0.12%-810,328$7.9MNo quoteNo quote
64GXIIGX ACQUISITION CORP II0.11%-782,029$7.66MNo quoteNo quote
65CVIIUCHURCHILL CAPITAL CORP VII0.11%-745,996$7.35MNo quoteNo quote
66MACCUMISSION ADVANCEMENT CORP0.11%-741,972$7.25MNo quoteNo quote
67CNVYCONVEY HEALTH SOLUTIONS HLDG0.11%Reduce -8.2%686,400$7.14MNo quoteNo quote
68PDOTUPERIDOT ACQUISITION CORP II0.10%-704,079$6.9MNo quoteNo quote
69NSTCUNORTHERN STAR INVEST CORP II0.10%-664,459$6.51MNo quoteNo quote
70MTALMETALS ACQUISITION CORP0.10%New654,635$6.41MNo quoteNo quote
71AVANUAVANTI ACQUISITION CORP0.09%Add +0.2%625,000$6.21MNo quoteNo quote
72DHCAUDHC ACQUISITION CORP0.09%-629,832$6.17MNo quoteNo quote
73AACUARES ACQUISITION CORPORATION0.09%-596,451$5.88MNo quoteNo quote
74FVIVUFORTRESS VALUE ACQUISI CORP0.09%-595,881$5.82MNo quoteNo quote
75MSFTMICROSOFT CORP0.08%Reduce -8.7%22,100$5.68M$256.8352w: $241.51 - $349.67; reported $256.83
76NSTDUNORTHERN STAR INVEST CORP IV0.07%-513,317$5.02MNo quoteNo quote
77GPACUGLOBAL PARTNER ACQISTN CORP0.07%-469,039$4.62MNo quoteNo quote
78IACIAC INTERACTIVECORP NEW0.07%Add +105.8%59,911$4.55M$75.9652w: $72.29 - $158.81; reported $75.96
79AAPLAPPLE INC0.07%-31,850$4.36M$136.7352w: $129.04 - $182.94; reported $136.73
80COVACOVA ACQUISITION CORP0.06%New404,041$3.97MNo quoteNo quote
81ACABUATLANTIC COASTAL AQSTN CORP0.06%-391,800$3.9MNo quoteNo quote
82TIOAUTIO TECH A0.05%-358,437$3.49MNo quoteNo quote
83UPWKUPWORK INC0.05%Add +66.1%161,357$3.34M$20.6852w: $14.85 - $64.49; reported $20.68
84LGIHLGI HOMES INC0.05%Add +69.5%36,290$3.15MNo quoteNo quote
85CXACUC5 ACQUISITION CORPORATION0.04%-299,295$2.99MNo quoteNo quote
86OHPAUORION ACQUISITION CORP0.04%-304,354$2.99MNo quoteNo quote
87BKNGBOOKING HOLDINGS INC0.04%New1,700$2.97M$1748.8252w: $68.12 - $108.63; reported $1748.82
88STGWSTAGWELL INC0.04%Add +74.2%537,692$2.92M$5.4352w: $4.81 - $11.04; reported $5.43
89GIIXGORES HLDGS VIII INC0.04%-284,080$2.8MNo quoteNo quote
90ROSSUROSS ACQUISITION CORP II0.04%-278,923$2.75MNo quoteNo quote
91PARRPAR PAC HOLDINGS INC0.04%-160,255$2.5M$15.5952w: $11.66 - $21.10; reported $15.59
92APGBUAPOLLO STRATEGIC GRWT CPTL I0.04%-249,700$2.46MNo quoteNo quote
93AVANAVANTI ACQUISITION CORP0.03%-228,395$2.26MNo quoteNo quote
94AGACUAFRICAN GOLD ACQUISITION COR0.03%-211,746$2.08MNo quoteNo quote
95FSNBUFUSION ACQUISITION CORP II0.03%-209,875$2.06MNo quoteNo quote
96BLKBLACKROCK INC0.03%Add +129.6%3,100$1.89M$609.0352w: $575.60 - $973.16; reported $609.03
97POSHPOSHMARK INC0.03%Add +15.4%174,467$1.76MNo quoteNo quote
98TBPHTHERAVANCE BIOPHARMA INC0.02%Add +26.3%176,539$1.6MNo quoteNo quote
99SPKBSILVER SPIKE ACQUISITN CORP0.02%-157,769$1.55MNo quoteNo quote
100HERAUFTAC HERA ACQUISITION CORP0.02%-150,079$1.47MNo quoteNo quote
101TSPQUTCW SPECIAL PURPOSE ACQU COR0.02%-143,217$1.4MNo quoteNo quote
102LEGAULEAD EDGE GROWTH OPRTUNTS LT0.02%-134,996$1.33MNo quoteNo quote
103URTHISHARES INC0.01%-8,806$941K$106.8652w: $103.44 - $136.75; reported $106.86
104UNHUNITEDHEALTH GROUP INC0.01%Reduce -12.2%1,805$927K$513.5752w: $383.12 - $553.29; reported $513.57
105ELVELEVANCE HEALTH INC0.01%-1,915$924K$482.5152w: $355.43 - $533.68; reported $482.51
106ETENERGY TRANSFER L P0.01%-92,000$918K$9.9852w: $7.96 - $12.48; reported $9.98
107VVISA INC0.01%Reduce -2.9%4,640$914K$196.9852w: $185.91 - $252.67; reported $196.98
108MAMASTERCARD INCORPORATED0.01%Reduce -2.4%2,875$907K$315.4852w: $303.65 - $399.92; reported $315.48
109EPDENTERPRISE PRODS PARTNERS L0.01%New37,000$902K$24.3852w: $20.42 - $28.65; reported $24.38
110HDHOME DEPOT INC0.01%-3,195$876K$274.1852w: $264.51 - $420.61; reported $274.18
111DTOCUDIGITAL TRANSFORMATN OPT COR0.01%-87,176$851KNo quoteNo quote
112MONCUMONUMENT CIRCLE ACQUISITN CO0.01%-84,352$829KNo quoteNo quote
113NKENIKE INC0.01%-7,715$788K$102.1452w: $100.78 - $179.10; reported $102.14
114LOWLOWES COS INC0.01%-4,300$751K$174.6552w: $170.12 - $263.31; reported $174.65
115IQVIQVIA HLDGS INC0.01%-3,385$735K$217.1352w: $194.67 - $285.61; reported $217.13
116PMPHILIP MORRIS INTL INC0.01%-7,111$702K$98.7252w: $85.64 - $112.48; reported $98.72
117AZOAUTOZONE INC0.01%-280$602K$2150.0052w: $1494.97 - $2267.40; reported $2150.00
118NVDANVIDIA CORPORATION0.01%-3,845$583K$151.6352w: $14.86 - $34.65; reported $151.63
119PWUPUPOWERUP ACQUISITION CORP0.01%-57,276$578KNo quoteNo quote
120ALGTALLEGIANT TRAVEL CO0.01%Add +27.2%5,026$568K$113.0152w: $109.82 - $215.48; reported $113.01
121LEN/BLENNAR CORPCUSIP 5260573020.01%New9,600$564KNo quoteNo quote
122TOLTOLL BROTHERS INC0.01%New12,500$558K$44.6452w: $40.20 - $75.61; reported $44.64
123DHRDANAHER CORPORATION0.01%-2,134$541K$253.5152w: $207.19 - $296.06; reported $253.51
124ORLYOREILLY AUTOMOTIVE INC0.01%-848$536K$632.0852w: $37.53 - $49.91; reported $632.08
126WTWWILLIS TOWERS WATSON PLC LTD0.01%-2,400$474K$197.5052w: $187.89 - $249.70; reported $197.50
125APTMUALPHA PARTNERS TECH MERGR CO0.01%-48,890$474KNo quoteNo quote
127KKRKKR & CO INC0.01%Add +65.2%10,200$472K$46.2752w: $44.28 - $83.90; reported $46.27
129VTVANGUARD INTL EQUITY INDEX F0.01%Reduce -1.4%5,500$469K$85.2752w: $83.24 - $109.39; reported $85.27
128BXBLACKSTONE INC0.01%Add +24.1%5,146$469K$91.1452w: $86.97 - $149.78; reported $91.14
130APOAPOLLO GLOBAL MGMT INC0.01%Add +11.6%9,600$465K$48.4452w: $45.97 - $81.07; reported $48.44
131LGACULAZARD GROWTH ACQUISITION CO0.01%-45,190$443KNo quoteNo quote
132ABTABBOTT LABS0.01%-3,829$416K$108.6452w: $101.24 - $142.60; reported $108.64
133BACBK OF AMERICA CORP0.01%New12,000$374K$31.1752w: $30.64 - $50.11; reported $31.17
134QCOMQUALCOMM INC0.01%Reduce -14.7%2,788$356K$127.6952w: $118.23 - $193.58; reported $127.69
135TMOTHERMO FISHER SCIENTIFIC INC0.01%Reduce -63.7%650$353K$543.0852w: $497.83 - $672.34; reported $543.08
136UPSUNITED PARCEL SERVICE INC0.00%New1,800$329K$182.7852w: $165.34 - $233.72; reported $182.78
137SFMSPROUTS FMRS MKT INC0.00%-12,850$325K$25.2952w: $21.18 - $35.34; reported $25.29
138ULTAULTA BEAUTY INC0.00%Reduce -35.2%830$320K$385.5452w: $319.05 - $438.63; reported $385.54
139GDDYGODADDY INC0.00%-4,534$315K$69.4852w: $64.81 - $90.43; reported $69.48
140ACNACCENTURE PLC IRELAND0.00%Reduce -66.8%1,050$292K$278.1052w: $268.17 - $417.37; reported $278.10
141ADBEADOBE SYSTEMS INCORPORATED0.00%Reduce -65.2%775$284K$366.4552w: $338.00 - $699.54; reported $366.45
142DISDISNEY WALT CO0.00%Reduce -54.8%3,000$283K$94.3352w: $92.01 - $187.58; reported $94.33
143JPMJPMORGAN CHASE & CO0.00%New2,400$270K$112.5052w: $110.93 - $172.96; reported $112.50
144HONHONEYWELL INTL INC0.00%-1,540$268K$174.0352w: $160.40 - $223.24; reported $174.03
145PYPLPAYPAL HLDGS INC0.00%Reduce -58.3%3,750$262K$69.8752w: $67.58 - $310.16; reported $69.87
146NSCNORFOLK SOUTHN CORP0.00%New1,150$261K$226.9652w: $219.31 - $299.20; reported $226.96
147SPGIS&P GLOBAL INC0.00%-744$251K$337.3752w: $311.87 - $484.21; reported $337.37
148CICIGNA CORP NEW0.00%-870$229K$263.2252w: $191.74 - $273.58; reported $263.22
149HUMHUMANA INC0.00%Reduce -71.7%475$222K$467.3752w: $351.20 - $477.44; reported $467.37
150GMGENERAL MTRS CO0.00%New5,900$187K$31.6952w: $30.65 - $67.21; reported $31.69
151MHKMOHAWK INDS INC0.00%New1,500$186K$124.0052w: $114.96 - $211.75; reported $124.00
152HCAHCA HEALTHCARE INC0.00%Add +14.0%1,100$185K$168.1852w: $165.88 - $279.02; reported $168.18
153AMDADVANCED MICRO DEVICES INC0.00%Add +53.6%2,350$180K$76.6052w: $75.48 - $164.46; reported $76.60
154DECKDECKERS OUTDOOR CORP0.00%New650$166K$255.3852w: $35.49 - $75.25; reported $255.38
155SYKSTRYKER CORPORATION0.00%-815$162K$198.7752w: $193.34 - $281.16; reported $198.77
156PONDWSANGEL POND HOLDINGS CORP0.00%-381,535$153KNo quoteNo quote
157SIXSIX FLAGS ENTMT CORP NEW0.00%New6,600$143KNo quoteNo quote
158ZMZOOM VIDEO COMMUNICATIONS IN0.00%Reduce -76.7%1,300$140K$107.6952w: $79.03 - $406.48; reported $107.69
159MTCHMATCH GROUP INC NEW0.00%-1,891$132K$69.8052w: $67.25 - $182.00; reported $69.80
160BBAIWSBIGBEAR AI HLDGS INC0.00%-322,965$129KNo quoteNo quote
161RXRAURXR ACQUISITION CORP0.00%-11,931$116KNo quoteNo quote
163MCOMOODYS CORP0.00%-385$105K$272.7352w: $251.01 - $407.94; reported $272.73
162STZCONSTELLATION BRANDS INC0.00%-451$105K$232.8252w: $207.35 - $261.52; reported $232.82
164MTALWSMETALS ACQUISITION CORP0.00%New218,209$103KNo quoteNo quote
165GTPBUGORES TECHNOLOGY PARTNERS II0.00%-7,830$77KNo quoteNo quote
166VORBWVIRGIN ORBIT HOLDINGS INC0.00%-114,080$66KNo quoteNo quote
167SCLEWBROADSCALE ACQUISITION CORP0.00%-252,451$60KNo quoteNo quote
168GSEVUGORES HOLDINGS VII INC0.00%-5,856$58KNo quoteNo quote
170PLTRPALANTIR TECHNOLOGIES INC0.00%-4,365$40K$9.1652w: $6.44 - $29.29; reported $9.16
169ACAHWATLANTIC COASTAL ACQUISTN CO0.00%-499,496$40KNo quoteNo quote
171GXIIWGX ACQUISITION CORP II0.00%-260,674$36KNo quoteNo quote
172HLGNWSHELIOGEN INC0.00%-119,222$31KNo quoteNo quote
173AAQCUACCELERATE ACQUISITION CORP0.00%-2,200$22KNo quoteNo quote
176PTOCWPINE TECHNOLOGY ACQUISITN CO0.00%-390,197$20KNo quoteNo quote
175GIIXWGORES HLDGS VIII INC0.00%-35,507$20KNo quoteNo quote
174COVAWCOVA ACQUISITION CORP0.00%New202,019$20KNo quoteNo quote
177SWVLWSWVL HOLDINGS CORP0.00%New33,184$14KNo quoteNo quote
178GSRMUGSR II METEORA ACQUISITN COR0.00%-520$5KNo quoteNo quote
181SPKBWSILVER SPIKE ACQUISITN CORP0.00%-39,440$2KNo quoteNo quote
180PRENWPRENETICS GLOBAL LTD0.00%New12,934$2KNo quoteNo quote
179ESMUESM ACQUISITION CORPORATION0.00%-190$2KNo quoteNo quote
182BTMDWBIOTE CORP0.00%New2,210$1KNo quoteNo quote
216ZTSZOETIS INC-Sold0$0No quoteNo quote
215ZGZILLOW GROUP INC-Sold0$0No quoteNo quote
214YNDXYANDEX N V0.00%-25,000$0No quoteNo quote
213TDUPTHREDUP INC0.00%-1$0$0.0052w: $2.41 - $29.84; reported $0.00
212TSLATESLA INC-Sold0$0No quoteNo quote
211SBUXSTARBUCKS CORP-Sold0$0No quoteNo quote
210SPOTSPOTIFY TECHNOLOGY S A-Sold0$0No quoteNo quote
209CRMSALESFORCE COM INC-Sold0$0No quoteNo quote
208GMBTWPIVOTAL HOLDINGS CORP-Sold0$0No quoteNo quote
207GMBTPIVOTAL HOLDINGS CORP-Sold0$0No quoteNo quote
206MSCIMSCI INC-Sold0$0No quoteNo quote
205MSMORGAN STANLEY-Sold0$0No quoteNo quote
204MTALUMETALS ACQUISITION CORP-Sold0$0No quoteNo quote
203LENLENNAR CORP-Sold0$0No quoteNo quote
202ELLAUDER ESTEE COS INC-Sold0$0No quoteNo quote
201LAMRLAMAR ADVERTISING CO NEW-Sold0$0No quoteNo quote
200ISRGINTUITIVE SURGICAL INC-Sold0$0No quoteNo quote
199INTUINTUIT-Sold0$0No quoteNo quote
198ILMNILLUMINA INC-Sold0$0No quoteNo quote
197HHRHEADHUNTER GROUP PLC0.00%-35,000$0No quoteNo quote
196HYACWHAYMAKER ACQUISITION CORP II-Sold0$0No quoteNo quote
195HYACHAYMAKER ACQUISITION CORP II-Sold0$0No quoteNo quote
194FDXFEDEX CORP-Sold0$0No quoteNo quote
193ETSYETSY INC-Sold0$0No quoteNo quote
192EAELECTRONIC ARTS INC-Sold0$0No quoteNo quote
191EWEDWARDS LIFESCIENCES CORP-Sold0$0No quoteNo quote
190DEIDOUGLAS EMMETT INC-Sold0$0No quoteNo quote
189COVAUCOVA ACQUISITION CORP-Sold0$0No quoteNo quote
188CHNGCHANGE HEALTHCARE INC-Sold0$0No quoteNo quote
187BBLNWSBABYLON HLDGS LTD-Sold0$0No quoteNo quote
186ADSKAUTODESK INC-Sold0$0No quoteNo quote
185ARTAWARTISAN ACQUISITION CORP-Sold0$0No quoteNo quote
184ARTAARTISAN ACQUISITION CORP-Sold0$0No quoteNo quote
183AXPAMERICAN EXPRESS CO-Sold0$0No quoteNo quote

Other instruments

Bonds, warrants, or non-share principal positions reported alongside the equity portfolio.

1-WAYFAIR INCNOTE 0.625%10/0OTHER84,500,000$55.81M
2-COLLIERS INTL GROUP INCNOTE 4.000% 6/0OTHER2,223,000$4.37M
3-THE REALREAL INCNOTE 3.000% 6/1OTHER2,000,000$1.19M
4-FARFETCH LTDNOTE 3.750% 5/0OTHER1,000,000$887K