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Global Opportunities Portfolio

CIK: 0001475712 International
Report date: 2026-03-31
AUM $11.3B
Expense Ratio
Category International
State
Fiscal Year End
Inception Date
Manager
Latest Filing 2026-03-31

Holdings

From latest SEC N-PORT filing · US-listed stocks only

67 positions
# Security Name CUSIP Asset Type Weight % Value ($M) Quantity
1 AFRM AFFIRM HOLDINGS INC Since 2026-05-10 00827BAD8 Debt
0.03%
$3.21 3,105,000
2 ABNB AIRBNB INC Since 2026-05-10 009066AB7 Debt
0.02%
$2.35 2,363,000
3 AKAM AKAMAI TECHNOLOGIES INC Since 2026-05-10 00971TAN1 Debt
0.03%
$3.04 2,895,000
4 AKAM AKAMAI TECHNOLOGIES INC Since 2026-05-10 00971TAP6 Debt
0.05%
$5.23 4,305,000
5 ALLY ALLY FINANCIAL INC Since 2026-05-10 02005NBM1 Debt
0.14%
$15.91 16,000,000
6 ALNY ALNYLAM PHARMACEUTICALS Since 2026-05-10 02043QAC1 Debt
0.03%
$2.91 3,105,000
7 ATEC ALPHATEC HOLDINGS INC Since 2026-05-10 02081GAC6 Debt
0.01%
$1.07 870,000
8 AUNA AUNA SA Since 2026-05-10 05151AAA1 Debt
0.05%
$5.71 5,369,858
9 AVT AVNET INC Since 2026-05-10 053807AY9 Debt
0.02%
$2.47 2,275,000
10 AXON AXON ENTERPRISE INC Since 2026-05-10 05464CAB7 Debt
0.00%
$0.44 190,000
11 BILL BILL HOLDINGS INC Since 2026-05-10 090043AF7 Debt
0.02%
$2.56 2,850,000
12 BL BLACKLINE INC Since 2026-05-10 09239BAD1 Debt
0.03%
$3.00 3,005,000
13 BL BLACKLINE INC Since 2026-05-10 09239BAF6 Debt
0.02%
$2.27 2,275,000
14 BBIO BRIDGEBIO PHARMA INC Since 2026-05-10 10806XAK8 Debt
0.01%
$1.18 1,150,000
15 CNP CENTERPOINT ENERGY INC Since 2026-05-10 15189TBD8 Debt
0.01%
$1.60 1,435,000
16 CNP CENTERPOINT ENERGY INC Since 2026-05-10 15189TBQ9 Debt
0.03%
$2.83 2,765,000
17 CLSK CLEANSPARK INC Since 2026-05-10 18452BAD2 Debt
0.01%
$1.68 2,000,000
18 NET CLOUDFLARE INC Since 2026-05-10 18915MAC1 Debt
0.03%
$2.91 2,645,000
19 NET CLOUDFLARE INC Since 2026-05-10 18915MAE7 Debt
0.03%
$3.04 2,875,000
20 COIN COINBASE GLOBAL INC Since 2026-05-10 19260QAJ6 Debt
0.04%
$4.10 4,820,000
21 DDOG DATADOG INC Since 2026-05-10 23804LAD5 Debt
0.03%
$3.14 3,184,000
22 DXCM DEXCOM INC Since 2026-05-10 252131AM9 Debt
0.01%
$1.47 1,575,000
23 DOCN DIGITALOCEAN HOLDINGS Since 2026-05-10 25402DAC6 Debt
0.02%
$2.29 1,445,000
24 DASH DOORDASH INC Since 2026-05-10 25809KAA3 Debt
0.03%
$3.62 3,610,000
25 ETSY ETSY INC Since 2026-05-10 29786AAN6 Debt
0.03%
$3.01 3,350,000
26 EEFT EURONET WORLDWIDE INC Since 2026-05-10 298736AM1 Debt
0.02%
$1.90 2,115,000
27 EVRG EVERGY INC Since 2026-05-10 30034WAD8 Debt
0.02%
$2.17 1,710,000
28 EVH EVOLENT HEALTH INC Since 2026-05-10 30050BAH4 Debt
0.01%
$0.98 1,455,000
29 EXPE EXPEDIA GROUP INC Since 2026-05-10 30212PBE4 Debt
0.02%
$2.73 2,460,000
30 FIVN FIVE9 INC Since 2026-05-10 338307AF8 Debt
0.01%
$1.48 1,635,000
31 F FORD MOTOR COMPANY Since 2026-05-10 345370CZ1 Debt
0.01%
$1.65 1,554,000
32 GPN GLOBAL PAYMENTS INC Since 2026-05-10 37940XAU6 Debt
0.03%
$2.98 3,365,000
33 IDCC INTERDIGITAL INC Since 2026-05-10 45867GAD3 Debt
0.01%
$0.95 225,000
34 ITRI ITRON INC Since 2026-05-10 465741AN6 Debt
0.02%
$2.42 2,440,000
35 ZD ZIFF DAVIS INC Since 2026-05-10 48123VAE2 Debt
0.01%
$1.11 1,130,000
36 LNTH LANTHEUS HOLDINGS INC Since 2026-05-10 516544AB9 Debt
0.03%
$3.22 2,805,000
37 LITE LUMENTUM HOLDINGS INC Since 2026-05-10 55024UAF6 Debt
0.07%
$7.50 2,485,000
38 LITE LUMENTUM HOLDINGS INC Since 2026-05-10 55024UAJ8 Debt
0.02%
$2.56 1,130,000
39 MKSI MKS INC Since 2026-05-10 55306NAB0 Debt
0.04%
$4.25 2,520,000
40 MARA MARA HOLDINGS INC Since 2026-05-10 565788AH9 Debt
0.02%
$2.48 2,815,000
41 MSTR STRATEGY INC Since 2026-05-10 594972AS0 Debt
0.04%
$4.62 5,450,000
42 NVMI NOVA LTD Since 2026-05-10 66982MAA2 Debt
0.02%
$1.73 1,075,000
43 NTNX NUTANIX INC Since 2026-05-10 67059NAK4 Debt
0.02%
$2.55 2,795,000
44 POST POST HOLDINGS INC Since 2026-05-10 737446AT1 Debt
0.02%
$2.76 2,510,000
45 RPD RAPID7 INC Since 2026-05-10 753422AF1 Debt
0.01%
$0.68 715,000
46 RPD RAPID7 INC Since 2026-05-10 753422AH7 Debt
0.01%
$0.79 870,000
47 RBRK RUBRIK INC Since 2026-05-10 781154AC3 Debt
0.02%
$2.76 3,070,000
48 FOUR SHIFT4 PAYMENTS INC Since 2026-05-10 82452JAD1 Debt
0.03%
$3.23 3,355,000
49 SNOW SNOWFLAKE INC Since 2026-05-10 833445AD1 Debt
0.02%
$2.03 1,435,000
50 XYZ BLOCK INC Since 2026-05-10 852234AK9 Debt
0.01%
$1.50 1,615,000
51 SMCI SUPER MICRO COMPUTER INC Since 2026-05-10 86800UAE4 Debt
0.03%
$3.34 3,845,000
52 TYL TYLER TECHNOLOGIES INC Since 2026-05-10 902252AB1 Debt
0.02%
$2.66 2,670,000
53 UBER UBER TECHNOLOGIES INC Since 2026-05-10 90353TAM2 Debt
0.03%
$3.93 3,060,000
54 UBER UBER TECHNOLOGIES INC Since 2026-05-10 90353TAR1 Debt
0.03%
$2.96 2,970,000
55 WFC WELLS FARGO & COMPANY Since 2026-05-10 949746804 Equity (Preferred)
0.03%
$3.83 3,100
56 WK WORKIVA INC Since 2026-05-10 98139AAD7 Debt
0.03%
$2.99 3,080,000
57 ZTS ZOETIS INC Since 2026-05-10 98978VAY9 Debt
0.03%
$3.19 3,100,000
58 ZS ZSCALER INC. Since 2026-05-10 98980GAC6 Debt
0.02%
$2.00 2,150,000
59 ICE Intercontinental Exchange, Inc. Since 2026-05-10 DCR
0.00%
50,000
60 ICE Intercontinental Exchange, Inc. Since 2026-05-10 DCR
-0.00%
$-0.38 36,570,000
61 ICE Intercontinental Exchange, Inc. Since 2026-05-10 DCR
0.00%
$0.28 15,372,000
62 ICE Intercontinental Exchange, Inc. Since 2026-05-10 DCR
0.00%
$0.54 10,725,000
63 ARCO Arcos Dorados Holdings Inc Since 2026-05-10 Equity (Common)
0.00%
$0.09 11,500
64 LILAK Liberty Latin America Ltd Since 2026-05-10 Equity (Common)
0.03%
$3.00 385,000
65 LAR Lithium Argentina AG Since 2026-05-10 Equity (Common)
0.00%
$0.07 10,800
66 AUNA Auna SA Since 2026-05-10 Equity (Common)
0.01%
$1.21 250,000
67 AUNA AUNA SA Since 2026-05-10 Debt
0.03%
$3.74 3,515,897