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Research and education only — not financial advice. TENKis not a registered investment adviser or broker-dealer and gives no personalized advice. Every call is impersonal — identical for all users, generated on a schedule from SEC filings plus a delayed/third-party price feed — may be wrong or out of date, and is not a recommendation to buy or sell any security. The operator and an affiliated trading operation may hold or trade the securities TENK rates; see Disclosures. Past performance does not guarantee future results. Do your own research.

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Home›13F Funds›Oaktree Capital Management
13F portfolio · as of 2026-03-31 (Q1 2026) · filed 2026-05-20

Oaktree Capital Management· Howard Marks

Howard Marks's distressed-debt house; the equity 13F is a window into a credit-first shop famous for its memos.

Reported book
$5.91B
Positions
147
Vs prior quarter
35 new · 15 exited
Top-10 weight
47%
Effective positions
27
Largest position
11%
Names we rate BUY
0

Sector allocationby reported value · GICS

  • Unclassified72%
  • Energy13%
  • Health Care5%
  • Consumer Discretionary4%
  • Information Technology3%
  • Utilities2%
  • Other1%
Biggest new buy
INDV
3.6% of book
Biggest add
EXE
+3% shares
Biggest exit
Indivior Pharmaceuticals Inc
was $255M

Holdings

Oaktree Capital Management latest 13F holdings with our verdicts
#HoldingOur call% of bookValueSharesQoQ
1TRMDTORM PLC—11.4%$675M23.8MTrimmed-10%
2EXEEXPAND ENERGY CorpHold9.7%$575M5.24MAdded+3%
3QQQINVESCO QQQ TRUST SERIES 1Put——$329M570KNEW
4AUANGLOGOLD ASHANTI PLC—5.3%$314M3.22MTrimmed-16%
5GTXGarrett Motion Inc.Hold4.5%$265M14.6MTrimmed-15%
6INDVIndivior Pharmaceuticals, Inc.Hold3.6%$213M6.98MNEW
7XOPSTATE STREET SPDR S&P OIL & GAS EXPLORATION & PRODUCTION ETFPut——$182M1.00MNEW
8TDSTELEPHONE AND DATA SYSTEMS INC—3.1%$181M4.29MAdded+16%
9VNOMViper Energy, Inc.Hold3.0%$178M3.79MTrimmed-40%
10CORZCore Scientific, Inc./txAvoid2.4%$140M9.35MAdded+12%
11SUNOPTA INC—2.3%$134M20.7M—
12PBRPETROLEO BRASILEIRO SA - PETROBRAS—2.1%$126M6.09MNEW
13BBARRICK MINING CORP—1.8%$107M2.62MTrimmed-12%
14TLNTalen Energy CorpHold1.8%$106M331K—
15LBTYALIBERTY GLOBAL LTD—1.8%$103M8.55M—
16ITUBITAU UNIBANCO HOLDING SA—1.7%$102M12.2MTrimmed-12%
17JETBLUE AIRWAYS CORP—1.6%$94.8M95.1MAdded+5%
18RIOT PLATFORMS INC—1.6%$91.8M79.7MTrimmed-3%
19NOKNOKIA OYJ—1.5%$90.1M11.2MTrimmed-40%
20TACTRANSALTA CORP—1.4%$84.1M6.42M—
21CBLCBL & ASSOCIATES PROPERTIES INC—1.4%$82.8M2.15MTrimmed-14%
22FCXFREEPORT-MCMORAN INCHold1.2%$71.7M1.22MTrimmed-12%
23ECHOSTAR CORP—1.1%$64.3M18.0M—
24XPXP INC—1.0%$60.4M3.17MTrimmed-4%
25PEBBLEBROOK HOTEL TRUST—1.0%$56.4M57.7MAdded+45%
26AMERICAN WATER CAPITAL CORP—0.9%$55.8M55.9MAdded+1532%
27GRUPO AEROMEXICO SAB DE CV—0.9%$55.6M3.97MAdded+5%
28ETSY INC—0.9%$54.8M61.2MAdded+22%
29BIOMARIN PHARMACEUTICAL INC—0.9%$54.0M56.0MAdded+33%
30BLCOBausch & Lomb CorpHold0.9%$53.8M3.38M—
31CORZCore Scientific, Inc./txCallAvoid—$52.4M3.50MAdded+75%
32COINBASE GLOBAL INC—0.9%$52.2M52.6MNEW
33KRCKILROY REALTY CORP—0.9%$52.2M1.85M—
34LILAKLIBERTY LATIN AMERICA LTD—0.9%$50.7M5.75M—
35ENPHASE ENERGY INC—0.9%$50.6M56.6MAdded+48%
36CRDOCredo Technology Group Holding LtdHold0.9%$50.6M539KNEW
37MARRIOTT VACATIONS WORLDWIDE CORP—0.8%$50.2M52.1MAdded+29%
38RWAYRUNWAY GROWTH FINANCE CORP—0.8%$48.3M7.03M—
39TLNTalen Energy CorpCallHold—$47.9M150KTrimmed-50%
40SEA LTD—0.8%$46.9M47.9MAdded+23%
41OKTA INC—0.8%$46.7M47.0MAdded+66%
42BENTLEY SYSTEMS INC—0.8%$44.7M47.0MAdded+598%
43YPFYPF SA—0.7%$41.0M886KNEW
44Q2 HOLDINGS INC—0.7%$40.9M41.1MNEW
45LYBLyondellBasell Industries N.V.PutHold—$40.3M500KNEW
46DRAFTKINGS INC—0.7%$40.0M44.4MAdded+76%
47BLOCK INC—0.6%$37.7M37.8MAdded+87%
48DEXCOM INC—0.6%$37.3M40.4MAdded+44%
49PROGRESS SOFTWARE CORP—0.6%$36.1M36.2MNEW
50CONMED CORP—0.6%$35.1M36.2MTrimmed-10%
51UNITY SOFTWARE INC—0.6%$35.0M35.9MAdded+296%
52AMPHASTAR PHARMACEUTICALS INC—0.6%$34.5M38.0MTrimmed-13%
53ADARRAY DIGITAL INFRASTRUCTURE INC—0.6%$33.4M724K—
54TELADOC HEALTH INC—0.5%$31.7M33.1MTrimmed-14%
55CXCEMEX SAB DE CV—0.5%$31.6M2.76MTrimmed-52%
56ECVTECOVYST INC—0.5%$30.8M2.39MTrimmed-44%
57ARRAY TECHNOLOGIES INC—0.5%$28.2M31.0MTrimmed-7%
58EMBJEMBRAER SA—0.4%$26.6M448KNEW
59SPECTRUM BRANDS HOLDINGS INC—0.4%$26.1M26.1MTrimmed-5%
60SHIFT4 PAYMENTS INC—0.4%$25.7M27.3MNEW
61CRACKER BARREL OLD COUNTRY STORE INC—0.4%$25.7M26.2MTrimmed-21%
62KRSPRICE ACQUISITION CORP 3—0.4%$24.7M2.40M—
63TERNIUM SA—0.4%$23.4M583KTrimmed-11%
64SHAZSHARONAI HOLDINGS INC—0.4%$22.7M1.00MNEW
65OCSLOAKTREE SPECIALTY LENDING CORP—0.4%$20.9M1.85M—
66FIVE9 INC—0.3%$19.0M21.7MTrimmed-28%
67TELECOM ARGENTINA SA—0.3%$19.0M1.62MTrimmed-31%
68SNAP INC—0.3%$18.7M19.7M—
69SMPLSIMPLY GOOD FOODS CO/THE—0.3%$16.2M1.13MNEW
70ENVISTA HOLDINGS CORP—0.3%$15.9M16.0MTrimmed-48%
71NABORS INDUSTRIES LTD—0.2%$14.7M16.1MTrimmed-33%
72SYNAPTICS INC—0.2%$14.3M13.8MTrimmed-20%
73MINEMAYFAIR GOLD CORP—0.2%$13.9M4.50MNEW
74BLACKSTONE MORTGAGE TRUST INC—0.2%$12.9M13.0MAdded+8%
75COGENT BIOSCIENCES INC—0.2%$12.5M10.2MAdded+34%
76UPWORK INC—0.2%$12.3M12.5MAdded+78%
77BATLBATTALION OIL CORP—0.2%$11.7M3.01M—
78ARROWHEAD PHARMACEUTICALS INC—0.2%$11.5M11.1MNEW
79SMRTSMARTRENT INC—0.2%$11.3M7.51M—
80AFFIRM HOLDINGS INC—0.2%$11.2M11.5MAdded+121%
81JD.COM INC—0.2%$11.0M11.1MTrimmed-43%
82BMMBLUE MOON METALS INC—0.2%$10.9M1.69MNEW
83ITRON INC—0.2%$10.4M10.3MAdded+19%
84BLOCK INC—0.2%$10.3M11.0MAdded+85%
85AEROVIRONMENT INC—0.2%$10.1M10.3MTrimmed-35%
86STRATEGY INC—0.2%$10.1M12.1MAdded+110%
87ZIFF DAVIS INC—0.2%$9.91M10.1M—
88PENN ENTERTAINMENT INC—0.2%$9.56M9.56MAdded+93%
89OPTUOPTIMUM COMMUNICATIONS INC—0.2%$9.53M7.33MTrimmed-2%
90CALLAWAY GOLF CO—0.2%$9.18M9.17MTrimmed-4%
91LCI INDUSTRIES—0.2%$9.10M9.14MTrimmed-8%
92REDFIN CORP—0.1%$8.82M9.20MTrimmed-22%
93REPLIGEN CORP—0.1%$8.79M9.00MTrimmed-8%
94WINNEBAGO INDUSTRIES INC—0.1%$8.50M9.38MTrimmed-54%
95REDWOOD TRUST INC—0.1%$8.37M8.25MAdded+11%
96MXMAGNACHIP SEMICONDUCTOR CORP—0.1%$7.98M2.85M—
97TRIP.COM GROUP LTD—0.1%$7.87M7.59MAdded+538%
98NUTANIX INC—0.1%$7.76M7.60MAdded+280%
99DATADOG INC—0.1%$7.47M7.70MAdded+3%
100ILLUMINATION ACQUISITION CORP I—0.1%$7.44M750KNEW
101LIBERTY LATIN AMERICA LTD—0.1%$7.25M839K—
102NRGNRG ENERGY, INC.Hold0.1%$7.16M49.0KNEW
103AKAMAI TECHNOLOGIES INC—0.1%$6.18M5.40MNEW
104MGP INGREDIENTS INC—0.1%$6.03M6.25MTrimmed-73%
105SNAP INC—0.1%$5.48M6.00MTrimmed-55%
106PAGERDUTY INC—0.1%$5.37M5.93MNEW
107CERENCE INC—0.1%$5.26M5.94MTrimmed-10%
108NEOGENOMICS INC—0.1%$5.10M5.58MTrimmed-21%
109GREEN PLAINS INC—0.1%$4.98M5.00MTrimmed-35%
110UPSTART HOLDINGS INC—0.1%$4.80M4.87MTrimmed-32%
111PENNYMAC MORTGAGE INVESTMENT TRUST—0.1%$4.15M3.97MNEW
112PG&E CORP—0.1%$4.14M4.00MNEW
113BKLNINVESCO SENIOR INCOME TRUST—0.1%$4.08M200KNEW
114SOUTHERN CO/THE—0.1%$3.73M3.36MTrimmed-26%
115BANDWIDTH INC—0.1%$3.73M4.17MTrimmed-69%
116SNAP INC—0.1%$3.68M3.77M—
117ZIFF DAVIS INC—0.1%$3.44M3.50M—
118BILL HOLDINGS INC—0.1%$3.20M3.31M—
119JBT MAREL CORP—0.0%$2.92M2.93MNEW
120DIGITALOCEAN HOLDINGS INC—0.0%$2.92M2.98MAdded+59%
121HDBHDFC BANK LTD—0.0%$2.84M114KTrimmed-12%
122UBER TECHNOLOGIES INC—0.0%$2.41M2.00MNEW
123NORTHERN OIL & GAS INC—0.0%$2.20M2.00MNEW
124COINBASE GLOBAL INC—0.0%$2.20M2.36MTrimmed-78%
125CHEESECAKE FACTORY INC/THE—0.0%$2.15M2.17MAdded+11%
126STRATEGY INC—0.0%$2.12M2.20MAdded+69%
127POST HOLDINGS INC—0.0%$2.11M1.95MTrimmed-26%
128JAZZ PHARMACEUTICALS PLC—0.0%$2.07M1.46MTrimmed-86%
129PARSONS CORP—0.0%$2.03M2.06MAdded+78%
130LIVE NATION ENTERTAINMENT INC—0.0%$1.96M1.81MTrimmed-81%
131SNOWFLAKE INC—0.0%$1.89M1.60MNEW
132MERITAGE HOMES CORP—0.0%$1.84M1.90MNEW
133NEXTERA ENERGY INC—0.0%$1.79M1.29M—
134GLADSTONE CAPITAL CORP—0.0%$1.78M1.90MAdded+152%
135FLUOR CORP—0.0%$1.69M1.37MTrimmed-85%
136RAPID7 INC—0.0%$1.57M1.67MNEW
137IRHYTHM TECHNOLOGIES INC—0.0%$1.48M1.35MNEW
138CELCUITY INC—0.0%$1.46M600KTrimmed-14%
139RIVIAN AUTOMOTIVE INC—0.0%$1.25M1.30MNEW
140ALVOTECH SA—0.0%$1.19M4.67M—
141ALARM.COM HOLDINGS INC—0.0%$931K1.01MNEW
142HAEMONETICS CORP—0.0%$801K837KTrimmed-7%
143IMMUNOCORE HOLDINGS PLC—0.0%$751K833KNEW
144PDDPDD HOLDINGS INC—0.0%$493K4.82KNEW
145ALVOALVOTECH SA—0.0%$339K240KTrimmed-55%
146BTAIBIOXCEL THERAPEUTICS INC—0.0%$323K241K—
147RICE ACQUISITION CORP 3—0.0%$320K400K—

Exited since Q4 2025

  • Indivior Pharmaceuticals Incwas $255M
  • FTAIwas $102M
  • NUwas $75.0M
  • CABLE ONE INCwas $58.1M
  • GRABwas $55.9M
  • AIRBNB INCwas $50.2M
  • VISTwas $38.1M
  • YMMwas $37.8M
  • SBLKwas $37.7M
  • CRCwas $31.1M
  • BZwas $31.0M
  • ALARM.COM HOLDINGS INCwas $27.3M
  • VALEwas $26.4M
  • SUMMIT HOTEL PROPERTIES INCwas $21.5M
  • INFYwas $19.5M

Source: SEC Form 13F-HR. Positions are as-of quarter end (filed up to 45 days later) and cover US-listed equities only — shorts, non-US listings and most derivatives don’t appear. Values as reported by the filer. “Our call” is TENK/calls’s independent SEC-grounded verdict, not the fund’s view.

Research and education only — not financial advice. TENKis not a registered investment adviser or broker-dealer and gives no personalized advice. Every call is impersonal — identical for all users, generated on a schedule from SEC filings plus a delayed/third-party price feed — may be wrong or out of date, and is not a recommendation to buy or sell any security. The operator and an affiliated trading operation may hold or trade the securities TENK rates; see Disclosures. Past performance does not guarantee future results. Do your own research.

Intraday
NVDA$210.96▲4.03%AAPL$315.32▼0.28%GOOGL$357.18▼0.48%GOOG$355.03▼0.34%MSFT$385.10▲0.19%AMZN$245.34▼0.69%TSM$434.11▼0.65%SPCX$145.30▼4.51%AVGO$399.97▼0.28%META$669.21▲5.97%TSLA$407.76▲0.30%MU$979.30▼1.24%LLY$1,188.58▼2.33%BRK-B$493.71▼0.35%BRK-A$739,750.00▼0.17%JPM$336.47▲0.30%WMT$113.90▲1.51%AMD$557.89▲2.04%ASML$1,797.32▼0.38%V$348.97▲0.22%JNJ$256.98▼0.82%XOM$138.88▲1.03%INTC$109.84▼2.40%AMAT$602.50▲2.35%CSCO$121.31▲2.54%MA$526.74▲0.68%LRCX$350.33▼0.80%ABBV$248.08▼0.73%CAT$952.41▲1.49%BAC$59.67▲0.71%
NVDA$210.96▲4.03%AAPL$315.32▼0.28%GOOGL$357.18▼0.48%GOOG$355.03▼0.34%MSFT$385.10▲0.19%AMZN$245.34▼0.69%TSM$434.11▼0.65%SPCX$145.30▼4.51%AVGO$399.97▼0.28%META$669.21▲5.97%TSLA$407.76▲0.30%MU$979.30▼1.24%LLY$1,188.58▼2.33%BRK-B$493.71▼0.35%BRK-A$739,750.00▼0.17%JPM$336.47▲0.30%WMT$113.90▲1.51%AMD$557.89▲2.04%ASML$1,797.32▼0.38%V$348.97▲0.22%JNJ$256.98▼0.82%XOM$138.88▲1.03%INTC$109.84▼2.40%AMAT$602.50▲2.35%CSCO$121.31▲2.54%MA$526.74▲0.68%LRCX$350.33▼0.80%ABBV$248.08▼0.73%CAT$952.41▲1.49%BAC$59.67▲0.71%
Intraday
NVDA$210.96▲4.03%AAPL$315.32▼0.28%GOOGL$357.18▼0.48%GOOG$355.03▼0.34%MSFT$385.10▲0.19%AMZN$245.34▼0.69%TSM$434.11▼0.65%SPCX$145.30▼4.51%AVGO$399.97▼0.28%META$669.21▲5.97%TSLA$407.76▲0.30%MU$979.30▼1.24%LLY$1,188.58▼2.33%BRK-B$493.71▼0.35%BRK-A$739,750.00▼0.17%JPM$336.47▲0.30%WMT$113.90▲1.51%AMD$557.89▲2.04%ASML$1,797.32▼0.38%V$348.97▲0.22%JNJ$256.98▼0.82%XOM$138.88▲1.03%INTC$109.84▼2.40%AMAT$602.50▲2.35%CSCO$121.31▲2.54%MA$526.74▲0.68%LRCX$350.33▼0.80%ABBV$248.08▼0.73%CAT$952.41▲1.49%BAC$59.67▲0.71%
NVDA$210.96▲4.03%AAPL$315.32▼0.28%GOOGL$357.18▼0.48%GOOG$355.03▼0.34%MSFT$385.10▲0.19%AMZN$245.34▼0.69%TSM$434.11▼0.65%SPCX$145.30▼4.51%AVGO$399.97▼0.28%META$669.21▲5.97%TSLA$407.76▲0.30%MU$979.30▼1.24%LLY$1,188.58▼2.33%BRK-B$493.71▼0.35%BRK-A$739,750.00▼0.17%JPM$336.47▲0.30%WMT$113.90▲1.51%AMD$557.89▲2.04%ASML$1,797.32▼0.38%V$348.97▲0.22%JNJ$256.98▼0.82%XOM$138.88▲1.03%INTC$109.84▼2.40%AMAT$602.50▲2.35%CSCO$121.31▲2.54%MA$526.74▲0.68%LRCX$350.33▼0.80%ABBV$248.08▼0.73%CAT$952.41▲1.49%BAC$59.67▲0.71%