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Calamos Advisors LLC

Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001316507

$30.07B

disclosed book value

948

positions

4.7%

largest position share

Positions, as of 2026-06-30

top 100 of 948 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held

#IssuerSharesValue% of book
1NVDANVIDIA CORPORATION7.1M$1.41B4.7%
2AAPLAPPLE INC3.9M$1.14B3.8%
3CBOXCALAMOS ETF TR10.7M$1.08B3.6%
4WDC 3 11/15/28WESTERN DIGITAL CORP48.7M$825.1M2.7%
5SPYSTATE STR SPDR S&P 500 ETF TPUT1.2M$810.8M2.7%
6MSFTMICROSOFT CORP2.0M$762.8M2.5%
7GOOGLALPHABET INC2.0M$721.7M2.4%
8AMZNAMAZON COM INC3.0M$713.0M2.4%
9SPYSTATE STR SPDR S&P 500 ETF TCALL853,300$554.9M1.8%
10AVGOBROADCOM INC1.4M$519.3M1.7%
11METAMETA PLATFORMS INC657,623$370.4M1.2%
12MUMICRON TECHNOLOGY INC313,454$361.8M1.2%
13LLYELI LILLY & CO283,001$339.4M1.1%
14GOOGALPHABET INC907,212$320.5M1.1%
15AMDADVANCED MICRO DEVICES INC540,770$314.1M1%
16TSLATESLA INC746,440$314.0M1%
17GOOGL 6.25 05/15/29 AALPHABET INC4.7M$237.3M0.8%
18GOOGL 6.25 05/15/29 BALPHABET INC4.6M$232.2M0.8%
19JPMJPMORGAN CHASE & CO708,384$231.9M0.8%
20VVISA INC661,467$226.9M0.8%
21BABA 0.5 06/01/31ALIBABA GROUP HLDG LTD189.0M$223.2M0.7%
22AMATAPPLIED MATLS INC303,395$219.4M0.7%
23QQQINVESCO QQQ TRPUT341,600$197.2M0.7%
24BA 6 10/15/27BOEING CO2.8M$185.4M0.6%
25HPE 7.625 09/01/27HEWLETT PACKARD ENTERPRISE C1.6M$183.5M0.6%
26ORCL 6.5 01/15/29 DORACLE CORP4.0M$178.8M0.6%
27INTCINTEL CORP1.3M$177.1M0.6%
28EFAISHARES TRCALL1.7M$168.0M0.6%
29GSGOLDMAN SACHS GROUP INC165,711$167.6M0.6%
30JNJJOHNSON & JOHNSON647,222$164.4M0.5%
31CATCATERPILLAR INC150,261$160.0M0.5%
32LRCXLAM RESEARCH CORP365,435$158.4M0.5%
33EXMOCEXXON MOBIL CORP1.1M$155.3M0.5%
34WMTWALMART INC1.4M$154.4M0.5%
35MKSI 1.25 06/01/30MKS INC.50.8M$149.9M0.5%
36SNOW 0 10/01/29SNOWFLAKE INC84.0M$148.4M0.5%
37ON 0.5 03/01/29ON SEMICONDUCTOR CORP122.3M$147.7M0.5%
38GEVGE VERNOVA INC123,656$145.3M0.5%
39CSCOCISCO SYS INC1.2M$138.5M0.5%
40UNHUNITEDHEALTH GROUP INC309,379$128.6M0.4%
41DASH 0 05/15/30DOORDASH INC128.6M$126.4M0.4%
42BRK/BBERKSHIRE HATHAWAY INC DEL252,430$126.3M0.4%
43BACBANK OF AMER CORP2.2M$125.8M0.4%
44MAMASTERCARD INCORPORATED238,960$122.7M0.4%
45NET 0 06/15/30CLOUDFLARE INC95.4M$121.0M0.4%
46CYBR 0 06/15/30CYBERARK SOFTWARE LTD72.4M$120.7M0.4%
47AKAM 0.25 05/15/33AKAMAI TECHNOLOGIES INC78.2M$114.3M0.4%
48WFCWELLS FARGO & CO1.4M$112.9M0.4%
49MCHP 7.5 03/15/28MICROCHIP TECHNOLOGY INC.1.5M$111.9M0.4%
50PPL 7 02/15/29PPL CORP2.2M$109.7M0.4%
51RIVN 4.625 03/15/29RIVIAN AUTOMOTIVE INC91.6M$108.6M0.4%
52UBER 0.875 12/01/28 2028UBER TECHNOLOGIES INC89.4M$107.3M0.4%
53LINDE PLC206,610$107.2M0.4%
54PMPHILIP MORRIS INTL INC581,825$105.3M0.4%
55SO 7.125 12/15/28 ASOUTHERN CO2.1M$105.2M0.3%
56IWMISHARES TRCALL422,400$104.8M0.3%
57GEGE AEROSPACE277,306$103.6M0.3%
58DDOG 0 12/01/29DATADOG INC72.7M$103.3M0.3%
59CCITIGROUP INC735,465$102.9M0.3%
60NEE 7.375 02/15/29NEXTERA ENERGY INC2.1M$101.9M0.3%
61ABBVABBVIE INC399,893$100.6M0.3%
62NFLXNETFLIX INC.1.4M$98.7M0.3%
63IWMISHARES TRPUT382,800$94.9M0.3%
64HDHOME DEPOT INC264,087$93.1M0.3%
65MSMORGAN STANLEY442,354$92.5M0.3%
66CVXCHEVRON CORPORATION555,706$92.1M0.3%
67RTXRTX CORPORATION479,675$91.0M0.3%
68QQQINVESCO QQQ TRCALL155,000$89.5M0.3%
69EVRG 4.5 12/15/27EVERGY INC61.6M$87.8M0.3%
70CMS 3.375 05/01/28CMS ENERGY CORP76.8M$85.9M0.3%
71ETSY 1 06/15/30ETSY INC73.2M$85.2M0.3%
72AKAM 1.125 02/15/29AKAMAI TECHNOLOGIES INC70.6M$84.2M0.3%
73PANWPALO ALTO NETWORKS INC245,320$83.7M0.3%
74MRKMERCK & CO INC650,503$83.6M0.3%
75STX 3.5 06/01/28SEAGATE HDD CAYMAN6.9M$81.2M0.3%
76CSXCSX CORP1.7M$80.4M0.3%
77PWRQUANTA SVCS INC111,284$80.1M0.3%
78SMCI 7 06/01/29SUPER MICRO COMPUTER INC1.5M$78.7M0.3%
79KOCOCA COLA CO965,562$78.5M0.3%
80SNDKSANDISK CORP34,206$77.8M0.3%
81PLTRPALANTIR TECHNOLOGIES INC664,009$77.5M0.3%
82NSCNORFOLK SOUTHN CORP242,024$76.1M0.3%
83COSTCOSTCO WHOLESALE CORPORATION80,404$75.2M0.3%
84APO 6.75 07/31/26APOLLO GLOBAL MGMT INC1.2M$75.0M0.2%
85JAZZ 3.125 09/15/30JAZZ INVESTMENTS I LTD43.7M$74.5M0.2%
86MPCMARATHON PETE CORP290,934$74.4M0.2%
87SO 3.25 06/15/28SOUTHERN CO70.4M$71.2M0.2%
88KKR 6.25 03/01/28 DKKR & CO INC1.8M$71.0M0.2%
89EFAISHARES TRPUT727,200$70.6M0.2%
90PGPROCTER & GAMBLE CO477,265$70.0M0.2%
91UNPUNION PAC CORP254,930$69.3M0.2%
92BTSG 6.75 02/01/27BRIGHTSPRING HEALTH SVCS INC301,602$69.1M0.2%
93PPL 2.875 03/15/28PPL CAP FDG INC60.5M$68.7M0.2%
94ALB 7.25 03/01/27ALBEMARLE CORP1.2M$68.7M0.2%
95EEMISHARES TRPUT1.2M$68.3M0.2%
96LYV 2.875 01/15/30LIVE NATION ENTERTAINMENT IN56.4M$67.6M0.2%
97AXPAMERICAN EXPRESS CO197,855$66.9M0.2%
98RIVN 3.625 10/15/30RIVIAN AUTOMOTIVE INC62.0M$66.5M0.2%
99SEALTD 0.25 09/15/26SEA LTD66.6M$66.0M0.2%
100APHAMPHENOL CORP369,605$65.2M0.2%

Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.

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