Wellesley Asset Management

Est. AUM

$952.53B

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	BOX US	9/15/2029	$45.33B	51181000	4.76%	SOLE
2	VSH US	9/15/2030	$39.56B	41311000	4.15%	SOLE
3	SYNA US	12/1/2031	$36.15B	34325000	3.80%	SOLE
4	PCG US	12/1/2027	$35.55B	34085000	3.73%	SOLE
5	HAE US	6/1/2029	$34.81B	38253000	3.65%	SOLE
6	ITRI US	7/15/2030	$34.38B	35995000	3.61%	SOLE
7	AKAM US	9/1/2027	$33.88B	29005000	3.56%	SOLE
8	BL US	6/1/2029	$33.70B	36922000	3.54%	SOLE
9	GBX US	4/15/2028	$33.02B	28469000	3.47%	SOLE
10	MTH US	5/15/2028	$32.90B	33972000	3.45%	SOLE
11	ON US	3/1/2029	$32.02B	32595000	3.36%	SOLE
12	LIVN US	3/15/2029	$30.50B	27603000	3.20%	SOLE
13	GWRE US	11/1/2029	$30.27B	32234000	3.18%	SOLE
14	FOUR US	8/1/2027	$29.51B	31386000	3.10%	SOLE
15	DDOG US	12/1/2029	$29.40B	30305000	3.09%	SOLE
16	PSN US	3/1/2029	$27.97B	29685000	2.94%	SOLE
17	MCHP US	6/1/2030	$27.71B	27869000	2.91%	SOLE
18	GPN US	3/1/2031	$26.73B	32113000	2.81%	SOLE
19	NVST US	8/15/2028	$25.41B	25419000	2.67%	SOLE
20	WGO US	1/15/2030	$23.99B	26517000	2.52%	SOLE
21	AMPH US	3/15/2029	$23.62B	26026000	2.48%	SOLE
22	PRGS US	3/1/2030	$22.19B	26021000	2.33%	SOLE
23	RGEN US	12/15/2028	$22.11B	24481000	2.32%	SOLE
24	LMAT US	2/1/2030	$21.22B	19835000	2.23%	SOLE
25	DBX US	3/1/2028	$19.92B	22397000	2.09%	SOLE
26	AKAM US	2/15/2029	$19.76B	17150000	2.07%	SOLE
27	LYFT US	3/1/2029	$19.74B	19420000	2.07%	SOLE
28	LNTH US	12/15/2027	$17.35B	14437000	1.82%	SOLE
29	OMCL US	12/1/2029	$17.25B	19126000	1.81%	SOLE
30	CMS US	5/1/2028	$15.18B	13390000	1.59%	SOLE
31	PPL US	3/15/2028	$10.88B	9249000	1.14%	SOLE
32	LCII US	3/1/2030	$9.93B	8200000	1.04%	SOLE
33	SPB US	6/1/2029	$9.19B	9290000	0.96%	SOLE
34	AVAV US	7/15/2030	$7.81B	7916000	0.82%	SOLE
35	PCRX US	5/15/2029	$7.02B	7219000	0.74%	SOLE
36	ARRY US	12/1/2028	$6.69B	7369000	0.70%	SOLE
37	WKC US	7/1/2028	$5.98B	7174000	0.63%	SOLE
38	JAZZ US	9/15/2030	$5.68B	5500000	0.60%	SOLE
39	ALRM US	6/1/2029	$5.23B	5649000	0.55%	SOLE
40	SO US	6/15/2027	$4.46B	4500000	0.47%	SOLE
41	LYV US	1/15/2030	$4.45B	4600000	0.47%	SOLE
42	CNP US	8/15/2026	$4.35B	3662000	0.46%	SOLE
43	CAKE US	3/15/2030	$4.10B	6000000	0.43%	SOLE
44	BMRN US	5/15/2027	$3.88B	4015000	0.41%	SOLE
45	FLR US	8/15/2029	$3.36B	4195000	0.35%	SOLE
46	COGT US	11/15/2031	$3.28B	4625000	0.34%	SOLE
47	TTEK US	8/15/2028	$3.06B	4884000	0.32%	SOLE
48	POST US	8/15/2027	$2.69B	4000000	0.28%	SOLE
49	NTNX US	12/15/2029	$2.50B	4000000	0.26%	SOLE
50	COLL US	2/15/2029	$2.47B	4125000	0.26%	SOLE

1–50 of 54

1 / 2

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.