Oaktree Capital Management LP
Annual return '25
+25.3%
SPY '25
+17.7%
Alpha
+7.6ptsvs SPY
Invested
$6.5B
Holdings
140
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 74%. 3 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$SPY
SPDR S&P 500 ETF Trust
Held since at least Q1 2024
25.3%
02
$TRMD
TORM PLC
Held since at least Q1 2024
10.8%
03
$EXE
EXPAND ENERGY CORP
Held since at least Q1 2024
9.2%
04
$NDQ
INVESCO QQQ TRUST SERIES 1
Held since at least Q1 2024
5.2%
05
$AU
ANGLOGOLD ASHANTI PLC
Held since at least Q1 2024
5.0%
06
$GTX
GARRETT MOTION INC
Held since at least Q1 2024
4.2%
07
$CORZ
CORE SCIENTIFIC INC
Held since at least Q1 2024
3.1%
08
$XOP
STATE STREET SPDR S&P OIL & GAS EXPLORATION & PRODUCTION ETF
Held since at least Q1 2024
2.9%
09
$TDS
TELEPHONE AND DATA SYSTEMS INC
Held since at least Q1 2024
2.9%
10
$VNOM
VIPER ENERGY INC
Held since at least Q1 2024
2.8%
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 08:23 UTC.