Calamos Advisors LLC
Annual return '25
+7.7%
SPY '25
+17.7%
Alpha
-10.0ptsvs SPY
Invested
$28.2B
Holdings
1,056
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 99%. 3 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$SPY
STATE STR SPDR S&P 500 ETF T
Q4 2025: Exited (was 3.45M shares)
5.8%
02
$NVDA
NVIDIA CORPORATION
Q4 2025: Exited (was 108.0k shares)
5.1%
03
$AAPL
APPLE INC
Q4 2025: Exited (was 20.0k shares)
4.3%
04
$MSFT
MICROSOFT CORP
Q4 2025: Exited (was 284.2k shares)
3.2%
05
$GOOGL
ALPHABET INC
Q4 2025: Exited (was 20.0k shares)
2.6%
06
$AMZN
AMAZON COM INC
Q4 2025: Exited (was 16.0k shares)
2.6%
07
$AVGO
BROADCOM INC
Q4 2025: Exited (was 12.6k shares)
1.8%
08
$NDQ
INVESCO QQQ TR
Q4 2025: Exited (was 2.25M shares)
1.7%
09
$META
META PLATFORMS INC
Q4 2025: Exited (was 4.0k shares)
1.5%
10
$WDC 3 11/15/28
WESTERN DIGITAL CORP
Q4 2025: Exited (was 78.40M shares)
1.4%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 10:44 UTC.