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Asset manager · Long-only 13F filer

Oaktree Capital Management

$5.3B$594.9M vs prior 13FUS long stock positions · options add $1.9B at notional · not assets under managementSEC EDGAR · 13F-HR · filed 14 August 2026

Oaktree Capital Management's latest 13F filing covers the quarter ended 30 June 2026 and was filed 14 August 2026 (45 days after quarter end): 145 disclosed US-listed positions — $5.3 billion in long stock plus $1.9 billion in options at notional value. 40 new buys, 31 adds, twenty trims and 42 exits against the prior quarter. Holdings are up to 45 days old by the time they clear EDGAR.

Portfolio · vs S&P 500Oaktree Capital ManagementS&P 500
Sept 2025Oaktree Capital Management -11% · S&P: +12%

The line rebuilds Oaktree Capital Management's disclosed 13F holdings at each filing and holds them to the next, tracked against the S&P 500 where daily price history overlaps. Long US equity only — an illustrative read, not an audited return.

S&P 500 overlay: Finazon · prior-day close, most closes dollar-rounded at the source

Portfolio · vs S&P 500Oaktree Capital ManagementS&P 500
Sept 2024Oaktree Capital Management -12% · S&P from Sept 2025: +12%

The line rebuilds Oaktree Capital Management's disclosed 13F holdings at each filing and holds them to the next, tracked against the S&P 500 where daily price history overlaps. Long US equity only — an illustrative read, not an audited return.

S&P 500 overlay: Finazon · prior-day close, most closes dollar-rounded at the source

Long stock value$5.3B
Positions145
Top holdingSPY · 14.0%
Top sectorIndustrials 10%
New buys · Q2 202640
Exits · Q2 202642

Portfolio reconstructed from SEC EDGAR 13F filings · values as reported · as of Q2 2026

Top holdings — quarter ended 30 June 2026

Largest 15 of 145 positions
PositionValueWeightSharesLast quarter
SPYSTATE STREET CORPPut$1.0B14.0%1.4MNew buy
QQQINVESCO QQQ TRUST SERIES 1Put$651.7M9.0%885.0KAdded
TRMDTORM PLC$524.3M7.3%20.3MHeld
EXEEXPAND ENERGY CORP$477.6M6.6%5.2MHeld
GTXGARRETT MOTION INC$275.2M3.8%7.6MTrimmed
AUANGLOGOLD ASHANTI PLC$257.2M3.6%3.2MHeld
INDVINDIVIOR PHARMACEUTICALS INC$251.4M3.5%6.1MHeld
TDSTELEPHONE AND DATA SYSTEMS INC$195.5M2.7%5.3MHeld
VNOMVIPER ENERGY INC$160.8M2.2%3.8MHeld
CORZCORE SCIENTIFIC INCCall$128.0M1.8%5.0MAdded
CORZCORE SCIENTIFIC INC$127.8M1.8%5.0MTrimmed
TLNTALEN ENERGY CORP$127.2M1.8%331.1KHeld
BBARRICK MINING CORP$117.8M1.6%3.2MHeld
ITUBITAU UNIBANCO HOLDING SA$97.9M1.4%12.0MHeld
LBTYALIBERTY GLOBAL LTD$97.2M1.3%8.6MHeld

Rows sharing a company name are separate securities of the same issuer — different share classes or option positions, as filed.

Quarterly changes — quarter ended 30 June 2026

133 changes vs prior quarter
New buys40
Adds31
Trims20
Exits42

What changed against the previous quarter's filing: new positions first, then adds, trims and exits, each sorted by position size. Showing the 20 largest per change type — 133 changes were disclosed in total.

PositionChangeShares movedValue after
SPYSTATE STREET CORPPutNew buy+1.4M$1.0B
SESEA LTDNew buy+635.4K$60.9M
VSATVIASAT INCNew buy+630.3K$56.6M
MMYTMAKEMYTRIP LTDNew buy+983.1K$52.4M
MATWMATTHEWS INTERNATIONAL CORPNew buy+1.9M$51.8M
VCVISTEON CORPPutNew buy+400.0K$39.7M
ENOVIS CORPNew buy+39.2M$37.8M
QMCOQUANTUM CORPNew buy+2.0M$22.1M
SGRYSURGERY PARTNERS INCNew buy+862.6K$14.5M
WORKIVA INCNew buy+15.0M$14.0M
ETSY INCNew buy+12.0M$13.9M
STARWOOD PROPERTY TRUST INCNew buy+11.9M$12.1M
BTDRBITDEER TECHNOLOGIES GROUPCallNew buy+750.0K$11.9M
CLOUDFLARE INCNew buy+8.1M$10.2M
FRESHPET INCNew buy+7.9M$9.2M
ALPHATEC HOLDINGS INCNew buy+9.2M$9.1M
SITIME CORPNew buy+7.3M$8.1M
DOORDASH INCNew buy+8.1M$8.0M
CELCUITY INCNew buy+6.3M$7.1M
WORKIVA INCNew buy+7.1M$7.1M
QQQINVESCO QQQ TRUST SERIES 1PutAdded+315.0K$651.7M
CORZCORE SCIENTIFIC INCCallAdded+1.5M$128.0M
OCSLOAKTREE SPECIALTY LENDING CORPAdded+6.0M$94.0M
SEA LTDAdded+14.7M$62.1M
LILAKLIBERTY LATIN AMERICA LTDAdded+1.8M$58.9M
DEXCOM INCAdded+20.7M$57.1M
DRAFTKINGS INCAdded+14.1M$54.5M
CONMED CORPAdded+17.5M$52.5M
TELADOC HEALTH INCAdded+20.6M$52.3M
UNITY SOFTWARE INCAdded+13.5M$48.6M
FIVE9 INCAdded+31.6M$47.4M
LYBLYONDELLBASELL INDUSTRIES NVPutAdded+400.0K$47.4M
SHIFT4 PAYMENTS INCAdded+21.2M$46.3M
AFFIRM HOLDINGS INCAdded+23.3M$34.3M
SNAP INCAdded+8.3M$26.7M
WINNEBAGO INDUSTRIES INCAdded+10.7M$18.7M
BLOCK INCAdded+7.0M$17.1M
SNAP INCAdded+11.5M$16.1M
REDFIN CORPAdded+4.8M$13.5M
SNOWFLAKE INCAdded+5.5M$11.9M
GTXGARRETT MOTION INCTrimmed−7.0M$275.2M
CORZCORE SCIENTIFIC INCTrimmed−4.4M$127.8M
RIOT PLATFORMS INCTrimmed−53.7M$52.3M
TACTRANSALTA CORPTrimmed−3.4M$41.5M
SHAZSHARONAI HOLDINGS INCTrimmed−710.5K$24.5M
NABORS INDUSTRIES LTDTrimmed−4.3M$11.3M
ENVISTA HOLDINGS CORPTrimmed−5.8M$10.3M
JD.COM INCTrimmed−3.0M$7.9M
MXMAGNACHIP SEMICONDUCTOR CORPTrimmed−1.3M$7.1M
STRATEGY INCTrimmed−6.6M$4.7M
AKAMAI TECHNOLOGIES INCTrimmed−2.8M$3.1M
NUTANIX INCTrimmed−5.4M$2.5M
MGP INGREDIENTS INCTrimmed−3.7M$2.5M
DATADOG INCTrimmed−6.3M$2.0M
TEOTELECOM ARGENTINA SATrimmed−1.5M$1.5M
CXCEMEX SAB DE CVTrimmed−2.7M$1.2M
NEOGENOMICS INCTrimmed−4.5M$980K
SNAP INCTrimmed−2.9M$873K
STKLSUNOPTA INCTrimmed−20.7M$406K
ALVOALVOTECH SATrimmed−142.1K$362K
XOPSTATE STREET SPDR S&P OIL & GAS EXPLORATION & PRODUCTION ETFPutSold out−1.0Mwas $181.8M
PBRPETROLEO BRASILEIRO SA - PETROBRASSold out−6.1Mwas $126.4M
JETBLUE AIRWAYS CORPSold out−95.1Mwas $94.8M
NOKNOKIA OYJSold out−11.2Mwas $90.1M
CBLCBL & ASSOCIATES PROPERTIES INCSold out−2.2Mwas $82.8M
AMERICAN WATER CAPITAL CORPSold out−55.9Mwas $55.8M
COINBASE GLOBAL INCSold out−52.6Mwas $52.2M
CRDOCREDO TECHNOLOGY GROUP HOLDING LTDSold out−539.0Kwas $50.6M
TLNTALEN ENERGY CORPCallSold out−150.0Kwas $47.9M
OKTA INCSold out−47.0Mwas $46.7M
Q2 HOLDINGS INCSold out−41.1Mwas $40.9M
BLOCK INCSold out−37.8Mwas $37.7M
PROGRESS SOFTWARE CORPSold out−36.2Mwas $36.1M
ECVTECOVYST INCSold out−2.4Mwas $30.8M
CRACKER BARREL OLD COUNTRY STORE INCSold out−26.2Mwas $25.7M
SYNAPTICS INCSold out−13.8Mwas $14.3M
PENN ENTERTAINMENT INCSold out−9.6Mwas $9.6M
OPTUOPTIMUM COMMUNICATIONS INCSold out−7.3Mwas $9.5M
CALLAWAY GOLF COSold out−9.2Mwas $9.2M
LCI INDUSTRIESSold out−9.1Mwas $9.1M

Rows sharing a company name are separate securities of the same issuer — different share classes or option positions, as filed.

Sector allocation

Other / unclassified60%
Industrials10%
Communication Services5%
Basic Materials5%
Consumer Cyclical5%
Technology4%
Healthcare4%
Financial Services3%
Energy3%
Real Estate1%
Utilities1%
Consumer Defensive0%

Holdings by sector

Other / unclassified carries the largest share of disclosed value, at 60%.

Other / unclassified60%
AERO · ALVO · ALVOW · BLCO · BMM · BTDR · CORZ · EMBJ · EXE · KRSP · LYB · MINE · MX · QQQ · SHAZ · SPY · TLN · VC · XP
Industrials10%
B · MATW · NNBR · TRMD
Communication Services5%
LBTYA · LILA · LILAK · TDS · TEO · USM
Basic Materials5%
AU · CX · FCX · TX
Consumer Cyclical5%
GTX · MMYT · SMRT
Technology4%
CORZ · MX · QMCO · SE · VSAT
Healthcare4%
BTAI · INDV · SGRY
Financial Services3%
ITUB · OCSL · RWAY
Energy3%
BATL · VNOM · YPF
Real Estate1%
KRC · OPI · SVC
Utilities1%
TAC
Consumer Defensive0%
SMPL · STKL
What is Oaktree Capital Management's biggest holding?

As of the quarter ended 30 June 2026, the largest disclosed position was a Put on SPY (STATE STREET CORP), about 14.0% of the disclosed US-listed portfolio by reported value. That is an options position, not common shares — the largest share holding was TRMD.

What did Howard Marks's Oaktree Capital Management buy in Q2 2026?

40 new positions were disclosed for the quarter ended 30 June 2026; the largest were a Put on SPY, SE, VSAT. Adds and trims are listed in the quarterly-changes table on this page.

How concentrated is the portfolio?

Fairly concentrated. The top five positions are 41% of disclosed value and the top ten are 55%.

When is Oaktree Capital Management's next 13F due?

13F filings for the quarter ended 30 September 2026 are due by 16 November 2026 — managers have 45 days after each calendar quarter ends. Whether Oaktree Capital Management files is up to the manager; we show whatever EDGAR receives.

Does this show the whole portfolio?

No. Form 13F covers US-listed long equity and some options only — no short bets, bonds, cash, private businesses, non-US holdings or timing inside the quarter. Amended filings replace originals; this page always shows the latest canonical version.

Read the form itself on SEC EDGAR or see our plain-words guide to 13F filings — Oaktree Capital Management may have already changed these positions since 30 June 2026.