Arkolith/Funds/Calamos Advisors LLC

Calamos Advisors LLC

CIK 1316507Asset manager
Holdings as of Jun 30, 2026·disclosed Jul 31, 2026·~31-day 13F lag·13F-HR
Active Filer

Calamos Advisors LLC holds a diversified book of 942 stocks worth $27.6B as of Q2 2026 (disclosed Jul 31, 2026, a ~31-day 13F lag). This quarter they opened Calamos Tax-Aware Cltral ETF and trimmed Nvidia Corp. Their largest long position is Nvidia Corp at 5% of the equity book. They also disclosed $1.3B in put options (a bearish bet) and $1.2B in call options (bullish), shown separately below and excluded from the equity book.

Opened
262
bought for the first time
Added to
174
already held, bought more
Trimmed
417
sold some, still holds it
Sold out
358
exited the position entirely

Concentration

Top-heavy: diversified book

Top 5 holdings
19%
Top 10 holdings
29%
Top 20 holdings
38%

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

Direct sector allocation

65% mapped to company sectors

ETF / fund or unclassified
35%
Information Technology
30%
Financials
8%
Consumer Discretionary
7%
Industrials
6%
Health Care
5%
Materials
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
  • New$1.1B
  • ALPHABET INC
    New$237.3M
  • ALPHABET INC
    New$232.2M
  • DOORDASH INC
    New$126.4M
  • CLOUDFLARE INC
    New$121.0M
  • CYBERARK SOFTWARE LTD
    New$120.7M
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Calamos Advisors LLC

Manager / fundShared namesTheir $ in those
BlackRock, Inc.70 / 80$2.6T
MORGAN STANLEY70 / 80$572.6B
JPMORGAN CHASE & CO70 / 80$561.9B
FMR LLC69 / 80$900.0B
WELLS FARGO & COMPANY/MN69 / 80$138.8B
JANE STREET GROUP, LLC69 / 80$11.0B
STATE STREET CORP68 / 80$1.8T
BANK OF AMERICA CORP /DE/68 / 80$342.8B

Ranked by how many of Calamos Advisors LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

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

942 positions
#SecurityValueShares% PortLast moveHistory
1Nvidia Corporation
COM
$1.4B7.06M
5.1%
−14%
Reduced · −1.1M sh
2Apple Inc
COM
$1.1B3.93M
4.1%
−18%
Reduced · −853K sh
3Calamos ETF TR
TAX AWA COLL ETF
$1.1B10.69M
3.9%
New
New position
4Western Digital Corp
NOTE 3.000%11/1
$825.1M48.73M
3.0%
−12%
Reduced · −6.9M sh
5Microsoft Corp
COM
$762.8M2.05M
2.8%
−14%
Reduced · −330K sh
6Alphabet Inc
CAP STK CL A
$721.7M2.02M
2.6%
−21%
Reduced · −539K sh
7Amazon Com Inc
COM
$713.0M2.99M
2.6%
−12%
Reduced · −414K sh
8Broadcom Inc
COM
$519.3M1.37M
1.9%
−17%
Reduced · −278K sh
9Meta Platforms Inc
CL A
$370.4M657.6K
1.3%
−10%
Reduced · −73K sh
10Micron Technology Inc
COM
$361.8M313.5K
1.3%
−2.7%
Reduced · −9K sh
11Eli Lilly & Co
COM
$339.4M283.0K
1.2%
−8.3%
Reduced · −25K sh
12Alphabet Inc
CAP STK CL C
$320.5M907.2K
1.2%
−9.4%
Reduced · −95K sh
13Advanced Micro Devices Inc
COM
$314.1M540.8K
1.1%
+13%
Added · +63K sh
14Tesla Inc
COM
$314.0M746.4K
1.1%
−11%
Reduced · −95K sh
15Alphabet Inc
DEP SHS RP1/20 A
$237.3M4.66M
0.9%
New
New position
16Alphabet Inc
DEP SHS RP1/20 B
$232.2M4.62M
0.8%
New
New position
17JPMorgan Chase & Co
COM
$231.9M708.4K
0.8%
−12%
Reduced · −97K sh
18Visa Inc
COM CL A
$226.9M661.5K
0.8%
−13%
Reduced · −100K sh
19Alibaba Group Hldg Ltd
NOTE 0.500% 6/0
$223.2M189.05M
0.8%
~0%
Added · +5K sh
20Applied Matls Inc
COM
$219.4M303.4K
0.8%
−1.2%
Reduced · −4K sh
21Boeing Co
DEP CONV PFD A
$185.4M2.75M
0.7%
−3.8%
Reduced · −108K sh
22Hewlett Packard Enterprise C
7.625 MAND CONV
$183.5M1.59M
0.7%
+14%
Added · +194K sh
23Oracle Corp
6.5 DEP CUM SR D
$178.8M3.98M
0.6%
−2.6%
Reduced · −107K sh
24Intel Corp
COM
$177.1M1.27M
0.6%
+30%
Added · +293K sh
25Goldman Sachs Group Inc
COM
$167.6M165.7K
0.6%
−3.0%
Reduced · −5K sh
26Johnson & Johnson
COM
$164.4M647.2K
0.6%
−16%
Reduced · −126K sh
27Caterpillar Inc
COM
$160.0M150.3K
0.6%
+12%
Added · +16K sh
28Lam Research Corp
COM NEW
$158.4M365.4K
0.6%
−12%
Reduced · −48K sh
29Exxon Mobil Corp
COM
$155.3M1.14M
0.6%
−11%
Reduced · −146K sh
30Walmart Inc
COM
$154.4M1.36M
0.6%
−13%
Reduced · −204K sh
31MKS Inc.
NOTE 1.250% 6/0
$149.9M50.77M
0.5%
−35%
Reduced · −27.5M sh
32Snowflake Inc
NOTE 10/0
$148.4M84.00M
0.5%
+31%
Added · +20.0M sh
33On Semiconductor Corp
NOTE 0.500% 3/0
$147.7M122.34M
0.5%
+15%
Added · +16.1M sh
34Ge Vernova Inc
COM
$145.3M123.7K
0.5%
−19%
Reduced · −29K sh
35Cisco Sys Inc
COM
$138.5M1.18M
0.5%
+1.8%
Added · +20K sh
36Unitedhealth Group Inc
COM
$128.6M309.4K
0.5%
+23%
Added · +58K sh
37Doordash Inc
NOTE 5/1
$126.4M128.61M
0.5%
New
New position
38Berkshire Hathaway Inc Del
CL B NEW
$126.3M252.4K
0.5%
−7.8%
Reduced · −21K sh
39Bank Of Amer Corp
COM
$125.8M2.21M
0.5%
−3.7%
Reduced · −84K sh
40Mastercard Incorporated
CL A
$122.7M239.0K
0.4%
−3.8%
Reduced · −9K sh
41Cloudflare Inc
NOTE 6/1
$121.0M95.42M
0.4%
New
New position
42Cyberark Software Ltd
NOTE 6/1
$120.7M72.44M
0.4%
New
New position
43Akamai Technologies Inc
NOTE 0.250% 5/1
$114.3M78.15M
0.4%
New
New position
44Wells Fargo & Co
COM
$112.9M1.37M
0.4%
−19%
Reduced · −316K sh
45Microchip Technology Inc.
DEP SHS REPSTG
$111.9M1.46M
0.4%
−22%
Reduced · −417K sh
46PPL Corp
UNIT 02/15/2029
$109.7M2.24M
0.4%
~0%
Added · +827 sh
47Rivian Automotive Inc
NOTE 4.625% 3/1
$108.6M91.61M
0.4%
−0.4%
Reduced · −339K sh
48Uber Technologies Inc
NOTE 0.875%12/0
$107.3M89.44M
0.4%
−0.6%
Reduced · −565K sh
49Linde PLC
SHS
$107.2M206.6K
0.4%
−8.3%
Reduced · −19K sh
50Philip Morris Intl Inc
COM
$105.3M581.8K
0.4%
−1.9%
Reduced · −11K sh
Showing 50 of 942 positions
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Largest options & derivatives disclosed

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

Put notional (bearish)$1.3B
Call notional (bullish)$1.2B
TypeUnderlyingNotional valueUnderlying shares
PUT · bearishSS SPDR S&P 500 ETF TRUST-USSPY$810.8M1.2M
CALL · bullishSS SPDR S&P 500 ETF TRUST-USSPY$554.9M853K
PUT · bearishINVESCO QQQ TRUST SERIES 1QQQ$197.2M342K
CALL · bullishISHARES MSCI EAFE ETFEFA$168.0M1.7M
CALL · bullishISHARES RUSSELL 2000 ETFIWM$104.8M422K
PUT · bearishISHARES RUSSELL 2000 ETFIWM$94.9M383K
CALL · bullishINVESCO QQQ TRUST SERIES 1QQQ$89.5M155K
PUT · bearishISHARES MSCI EAFE ETFEFA$70.6M727K
PUT · bearishISHARES MSCI EMERGING MARKETEEM$68.3M1.2M
PUT · bearishISHARES MSCI SOUTH KOREA ETFEWY$60.9M495K
CALL · bullishVANECK SEMICONDUCTOR ETFSMH$42.6M111K
CALL · bullishAPPLE INCAAPL$39.4M155K
CALL · bullishWARNER BROS DISCOVERY INCWBD$32.8M1.2M
CALL · bullishISHARES MSCI INDIA ETFINDA$26.7M571K
CALL · bullishMICROSOFT CORPMSFT$23.2M63K
CALL · bullishAMAZON.COM INCAMZN$21.0M101K
CALL · bullishISHARES SILVER TRUSTSLV$12.3M180K
CALL · bullishMETA PLATFORMS INC-CLASS AMETA$8.2M14K
CALL · bullishSPOTIFY TECHNOLOGY SASPOT$8.0M17K
CALL · bullishNETFLIX INCNFLX$6.9M72K
CALL · bullishFREEPORT-MCMORAN INCFCX$6.8M116K
CALL · bullishDIRX NASDAQ-100EQ WI ETF-USDQQQE$5.2M53K
CALL · bullishLUMENTUM HOLDINGS INCLITE$4.2M6K
PUT · bearishBROADCOM INCAVGO$4.2M14K
CALL · bullishSOUTHERN COPPER CORPSCCO$4.1M24K

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 38 option legs.

Filing history

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

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 31, 20261,059$30.1B13F-HR
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

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 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.