Arkolith/Funds/Calamos Advisors LLC

Calamos Advisors LLC

CIK 1316507Asset manager
Holdings as of Mar 31, 2026·disclosed May 4, 2026·~34-day 13F lag·13F-HR
Active Filer

Calamos Advisors LLC holds a diversified book of 1144 stocks worth $25.9B as of Q1 2026 (disclosed May 4, 2026, a ~45-day 13F lag). This quarter they opened Oracle Corp and trimmed Western Digital Corp. Their largest long position is Nvidia Corp at 6% of the equity book. They also disclosed $1.2B in put options (a bearish bet) and $1.1B in call options (bullish), shown separately below and excluded from the equity book.

Build

Build on this 13F portfolio

The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.

Build

Ask your agent what Calamos Advisors LLC owns

This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/funds/1316507/holdings"
Ask your agent
Use Arkolith to show Calamos Advisors LLC's latest
holdings, largest changes, and filing provenance.
Opened
382
new positions
Added to
332
existing
Trimmed
177
reduced
Sold out
110
exited

Concentration

Top-heavy: diversified book

Top 5 holdings
19%
Top 10 holdings
27%
Top 20 holdings
36%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

67% mapped to company sectors

ETF / fund or unclassified
33%
Information Technology
29%
Financials
8%
Consumer Discretionary
8%
Industrials
6%
Health Care
6%
Energy
2%
Communication Services
2%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited
  • WESTERN DIGITAL CORPWDC 3 11/15/28
    −27%$149.1M
  • SEAGATE HDD CAYMANSTX 3.5 06/01/28
    −74%$143.0M
  • PPL CAPITAL FUNDING INCPPL 2.875 03/15/28
    −54%$82.8M
  • DUKE ENERGY CORPDUK 4.125 04/15/26
    −43%$64.0M
  • SHIFT4 PAYMENTS INCFOUR 0.5 08/01/27
    −83%$51.3M
  • DRAFTKINGS HOLDINGS INCDKNG 0 03/15/28
    −55%$44.6M

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

1,144 positions
#SecurityValueShares% PortLast moveHistory
1Nvidia Corporation
COM
$1.4B8.19M
5.5%
+13%
Added · +971K sh
2Apple Inc
COM
$1.2B4.78M
4.7%
+20%
Added · +804K sh
3Microsoft Corp
COM
$879.3M2.38M
3.4%
+12%
Added · +247K sh
4Alphabet Inc
CAP STK CL A
$735.6M2.56M
2.8%
+12%
Added · +273K sh
5Amazon Com Inc
COM
$709.3M3.41M
2.7%
+8.4%
Added · +265K sh
6Broadcom Inc
COM
$511.4M1.65M
2.0%
+19%
Added · +269K sh
7State STR SPDR S&P 500 ETF T
TR UNIT
$458.6M705.1K
1.8%
+441%
Added · +575K sh
8Meta Platforms Inc
CL A
$418.2M730.9K
1.6%
+10%
Added · +68K sh
9Western Digital Corp
NOTE 3.000%11/1
$398.9M55.62M
1.5%
−27%
Reduced · −20.8M sh
10Tesla Inc
COM
$312.8M841.5K
1.2%
+5.4%
Added · +43K sh
11Alphabet Inc
CAP STK CL C
$287.4M1.00M
1.1%
+8.4%
Added · +78K sh
12Eli Lilly & Co
COM
$283.7M308.5K
1.1%
+13%
Added · +36K sh
13Alibaba Group Hldg Ltd
NOTE 0.500% 6/0
$262.4M189.04M
1.0%
−1.6%
Reduced · −3.1M sh
14JPMorgan Chase & Co
COM
$236.8M804.9K
0.9%
+13%
Added · +92K sh
15Visa Inc
COM CL A
$230.3M761.9K
0.9%
+9.2%
Added · +64K sh
16Exxon Mobil Corp
COM
$217.5M1.28M
0.8%
+9.2%
Added · +108K sh
17Walmart Inc
COM
$194.8M1.57M
0.8%
+6.0%
Added · +88K sh
18Johnson & Johnson
COM
$189.0M773.1K
0.7%
+19%
Added · +122K sh
19Boeing Co
DEP CONV PFD A
$185.8M2.86M
0.7%
−7.9%
Reduced · −247K sh
20Oracle Corp
6.5 DEP CUM SR D
$183.8M4.08M
0.7%
New
New position
21Ishares TR
CORE S&P500 ETF
$178.4M273.1K
0.7%
20×
Added · +259K sh
22Netflix Inc.
COM
$167.8M1.74M
0.6%
+8.5%
Added · +137K sh
23Goldman Sachs Group Inc
COM
$144.6M170.9K
0.6%
+0.3%
Added · +484 sh
24Chevron Corporation
COM
$143.0M691.3K
0.6%
+13%
Added · +77K sh
25Wells Fargo & Co
COM
$133.9M1.68M
0.5%
−3.6%
Reduced · −63K sh
26Ge Vernova Inc
COM
$133.5M152.9K
0.5%
+16%
Added · +21K sh
27Ishares TR
S&P 500 GRWT ETF
$132.2M1.17M
0.5%
27×
Added · +1.1M sh
28Berkshire Hathaway Inc Del
CL B NEW
$131.2M273.9K
0.5%
+6.5%
Added · +17K sh
29Ishares TR
S&P 500 VAL ETF
$130.7M619.1K
0.5%
27×
Added · +596K sh
30MKS Inc.
NOTE 1.250% 6/0
$129.8M78.27M
0.5%
−12%
Reduced · −10.3M sh
31Mastercard Incorporated
CL A
$124.1M248.5K
0.5%
+3.2%
Added · +8K sh
32Lumentum Hldgs Inc
NOTE 1.500%12/1
$114.8M11.39M
0.4%
−7.0%
Reduced · −862K sh
33PPL Corp
UNIT 02/15/2029
$114.7M2.24M
0.4%
New
New position
34Bank America Corp
COM
$111.7M2.29M
0.4%
−1.1%
Reduced · −26K sh
35Linde PLC
SHS
$111.7M225.3K
0.4%
+14%
Added · +27K sh
36Micron Technology Inc
COM
$108.9M322.2K
0.4%
−19%
Reduced · −77K sh
37Uber Technologies Inc
NOTE 0.875%12/0
$108.8M90.01M
0.4%
−4.1%
Reduced · −3.9M sh
38Palantir Technologies Inc
CL A
$108.5M741.7K
0.4%
+22%
Added · +132K sh
39Home Depot Inc
COM
$107.9M328.0K
0.4%
+21%
Added · +57K sh
40NextEra Energy Inc
UNIT 02/15/2029
$107.1M2.13M
0.4%
New
New position
41Southern Co
UNIT 12/15/2028
$107.0M2.08M
0.4%
−16%
Reduced · −404K sh
42Microchip Technology Inc.
DEP SHS REPSTG
$106.9M1.88M
0.4%
+11%
Added · +191K sh
43Advanced Energy Inds
NOTE 2.500% 9/1
$105.8M44.07M
0.4%
+1.3%
Added · +585K sh
44Abbvie Inc
COM
$105.2M483.7K
0.4%
+3.7%
Added · +17K sh
45Applied Matls Inc
COM
$105.0M307.1K
0.4%
+42%
Added · +90K sh
46On Semiconductor Corp
NOTE 0.500% 3/0
$104.4M106.20M
0.4%
−0.4%
Reduced · −390K sh
47Wayfair Inc
NOTE 3.500%11/1
$102.8M58.74M
0.4%
−4.7%
Reduced · −2.9M sh
48Rivian Automotive Inc
NOTE 4.625% 3/1
$98.5M91.95M
0.4%
+20%
Added · +15.1M sh
49Philip Morris Intl Inc
COM
$98.0M592.9K
0.4%
+5.9%
Added · +33K sh
50Advanced Micro Devices Inc
COM
$97.2M477.9K
0.4%
+29%
Added · +107K sh
Showing 50 of 1,144 positions

Largest options & derivatives disclosed

Put / call positions from the 13F — totals include every disclosed option leg

Put notional (bearish)$1.2B
Call notional (bullish)$1.1B
TypeUnderlyingNotional valueUnderlying shares
PUT · bearishSS SPDR S&P 500 ETF TRUST-USSPY$613.9M900K
CALL · bullishSS SPDR S&P 500 ETF TRUST-USSPY$551.5M809K
PUT · bearishINVESCO QQQ TRUST SERIES 1QQQ$327.3M533K
CALL · bullishINVESCO QQQ TRUST SERIES 1QQQ$130.9M213K
CALL · bullishISHARES RUSSELL 2000 ETFIWM$117.1M476K
PUT · bearishISHARES RUSSELL 2000 ETFIWM$112.1M455K
CALL · bullishISHARES MSCI EAFE ETFEFA$67.2M700K
PUT · bearishISHARES MSCI EAFE ETFEFA$48.5M505K
PUT · bearishISHARES MSCI EMERGING MARKETEEM$46.0M842K
PUT · bearishUNITED STATES OIL FUND LPUSO$40.1M580K
CALL · bullishMICROSOFT CORPMSFT$26.8M55K
CALL · bullishVANECK SEMICONDUCTOR ETFSMH$26.6M74K
CALL · bullishKRANESH CSI CHINA INTERNETKWEB$25.7M755K
CALL · bullishISHARES MSCI INDIA ETFINDA$25.1M464K
CALL · bullishPETROLEO BRASILEIRO-SPON ADRPBR$20.9M1.8M
CALL · bullishAMAZON.COM INCAMZN$17.3M75K
CALL · bullishDARLING INGREDIENTS INCDAR$14.0M388K
CALL · bullishINTUIT INCINTU$11.9M18K
CALL · bullish3M COMMM$11.4M71K
CALL · bullishNIKE INC -CL BNKE$9.6M151K
CALL · bullishNOKIA CORP-SPON ADRNOK$8.7M1.3M
CALL · bullishCANADIAN PACIFIC KANSAS CITYCP$8.4M114K
CALL · bullishUNION PACIFIC CORPUNP$8.3M36K
PUT · bearishMETA PLATFORMS INC-CLASS AMETA$8.3M13K
CALL · bullishNORWEGIAN CRUISE LINE HOLDINNCLH$7.5M337K

13F filers disclose option positions at the market value of the underlying the contracts reference, not the premium paid. A put is a bearish bet (it gains if the stock falls); a call is bullish. “Underlying shares” is the share count the contracts control, not a share holding. These legs are excluded from the equity book, weighting, concentration and sector figures above. Showing the largest 25 of 52 option legs.

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q1 2026Mar 31, 2026May 4, 20261,269$28.2B13F-HR
Q4 2025Dec 31, 2025Jan 29, 2026997$26.6B13F-HR
Q3 2025Sep 30, 2025Oct 20, 20251,003$27.1B13F-HR
Q2 2025Jun 30, 2025Aug 8, 2025991$25.4B13F-HR
Q1 2025Mar 31, 2025Apr 29, 2025987$23.0B13F-HR
Q4 2024Dec 31, 2024Jan 24, 20251,059$23.9B13F-HR
Q3 2024Sep 30, 2024Nov 7, 20241,072$23.1B13F-HR
Q2 2024Jun 30, 2024Jul 25, 20241,087$22.5B13F-HR
Q1 2024Mar 31, 2024May 8, 20241,097$21.1B13F-HR
Q4 2023Dec 31, 2023Jan 31, 20241,062$20.6B13F-HR
Q3 2023Sep 30, 2023Oct 26, 20231,066$19.2B13F-HR
Q2 2023Jun 30, 2023Jul 28, 20231,127$20.2B13F-HR
Q1 2023Mar 31, 2023May 4, 20231,256$20.5B13F-HR
Q4 2022Dec 31, 2022Jan 26, 20231,342$21.3B13F-HR
Q3 2022Sep 30, 2022Oct 24, 20221,489$21.9B13F-HR
Q2 2022Jun 30, 2022Aug 1, 20221,350$23.2B13F-HR
Q1 2022Mar 31, 2022May 3, 20221,405$26.6B13F-HR
Q4 2021Dec 31, 2021Feb 1, 20221,353$26.7B13F-HR
Q3 2021Sep 30, 2021Oct 26, 20211,214$22.9B13F-HR
Q2 2021Jun 30, 2021Jul 22, 20211,224$21.9B13F-HR
Q1 2021Mar 31, 2021Apr 12, 20211,180$18.3B13F-HR
Q4 2020Dec 31, 2020Jan 27, 2021990$17.2B13F-HR
Q3 2020Sep 30, 2020Oct 26, 2020945$15.5B13F-HR
Q2 2020Jun 30, 2020Jul 27, 2020960$14.1B13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.