BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
Portfolio (Quarterly) Guide ↗

Calamos Advisors LLC

· CIK 0001316507
13F Portfolio $30.1B AUM 1,059 positions Filed Jul 31, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 281 New 168 Added 370 Reduced 225 Exited
Page 5 of 15  ·  281 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 MAKEMYTRIP LIMITED MAURITIUS 4,405,000.0 $6.7M 0.02% NEW $1.53
82 NEBIUS GROUP N.V. 24,379.0 $6.7M 0.02% NEW $276.17
83 DUPONT DE NEMOURS INC 47,849.0 $6.5M 0.02% NEW $135.64
84 SVCC STELLAR V CAP CORP Financial Services 600,000.0 $6.3M 0.02% NEW $10.52 +1.0%
85 GSR V ACQUISITION CORP 585,000.0 $5.9M 0.02% NEW $10.03
86 ARW ARROW ELECTRS INC Technology 27,256.0 $5.8M 0.02% NEW $213.41 +3.3%
87 PONO CAP FOUR INC 500,000.0 $5.1M 0.02% NEW $10.13
88 SOREN ACQUISITION CORP 500,000.0 $5.0M 0.02% NEW $10.00
89 BFLY BUTTERFLY NETWORK INC Healthcare 584,090.0 $4.9M 0.02% NEW $8.42 +7.1%
90 VIAV VIAVI SOLUTIONS INC Technology 99,899.0 $4.8M 0.02% NEW $47.75 -3.1%
91 SLV ISHARES SILVER TR Financial Services 87,600.0 $4.7M 0.02% NEW $53.47 +11.4%
92 TTMI TTM TECHNOLOGIES INC Technology 25,031.0 $4.7M 0.02% NEW $187.02 -24.6%
93 STARLINK AI ACQUISITION CORP 445,959.0 $4.5M 0.01% NEW $10.11
94 KNX KNIGHT-SWIFT TRANSN HLDGS IN Industrials 57,479.0 $4.5M 0.01% NEW $77.87 -6.5%
95 SKM SK TELECOM CO LTD Communication Services 139,164.0 $4.5M 0.01% NEW $32.16 +24.3%
96 AXGN AXOGEN INC Healthcare 95,146.0 $4.4M 0.01% NEW $46.19 +6.4%
97 CYTK CYTOKINETICS INC Healthcare 51,443.0 $4.4M 0.01% NEW $85.19 -10.9%
98 LITE CALL LUMENTUM HLDGS INC Technology 6,000.0 $4.2M 0.01% NEW $702.76 +37.9%
99 AVGO PUT BROADCOM INC Technology 13,500.0 $4.2M 0.01% NEW $309.51 +26.8%
100 SCCO CALL SOUTHERN COPPER CORP Basic Materials 23,700.0 $4.1M 0.01% NEW $172.06 +11.6%
Page 5 of 15  ·  281 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 38.6%
Financial Services 10.8%
Communication Services 10.7%
Consumer Cyclical 9.7%
Healthcare 9.2%
Industrials 8.4%
Consumer Defensive 4.7%
Energy 2.9%
Utilities 2.3%
Basic Materials 1.6%