whalepapers
Overview/ Oaktree Capital Management LP/ Q2 2026

Oaktree Capital Management LP

Howard Marks & Bruce Karsh · As of Q2 2026 · filed Aug 13, 2026

Q2 2026

Holdings

145 positions · Δ vs prior quarter
SPY PUT SS SPDR S&P 500 ETF TRUST-US
$1.01B
14.0%
1,355,000 +1,355,000 New
QQQ PUT INVESCO QQQ TRUST SERIES 1
$651.7M
9.0%
885,000 +315,000 +55.3% Added
TRMD TORM PLC-A
$524.3M
7.3%
20,329,874 −3,509,701 −14.7% Reduced
EXE EXPAND ENERGY CORP
$477.6M
6.6%
5,237,477 Held
GTX GARRETT MOTION INC
$275.2M
3.8%
7,594,816 −7,000,000 −48.0% Reduced
AU ANGLOGOLD ASHANTI PLC
$257.2M
3.6%
3,179,092 −44,000 −1.4% Reduced
INDV INDIVIOR PHARMACEUTICALS INC
$251.4M
3.5%
6,127,212 −856,890 −12.3% Reduced
TDS TELEPHONE AND DATA SYSTEMS
$195.5M
2.7%
5,282,905 +990,662 +23.1% Added
VNOM VIPER ENERGY INC-CL A
$160.8M
2.2%
3,791,432 Held
CORZ CALL CORE SCIENTIFIC INC
$128.0M
1.8%
5,000,000 +1,500,000 +42.9% Added
CORZ CORE SCIENTIFIC INC
$127.8M
1.8%
4,993,708 −4,357,000 −46.6% Reduced
TLN TALEN ENERGY CORP
$127.2M
1.8%
331,117 Held
B BARRICK MINING CORP
$117.8M
1.6%
3,206,087 +581,228 +22.1% Added
ITUB ITAU UNIBANCO H-SPON PRF ADR
$97.9M
1.4%
11,977,665 −211,330 −1.7% Reduced
LBTYA LIBERTY GLOBAL LTD-A
$97.2M
1.3%
8,551,191 Held
OCSL OAKTREE SPECIALTY LENDING CO
$94.0M
1.3%
7,872,199 +6,019,743 +325.0% Added
FCX FREEPORT-MCMORAN INC
$75.5M
1.0%
1,201,122 −19,000 −1.6% Reduced
AERO GRUPO AEROMEXICO SAB DE CV
$71.4M
1.0%
3,968,686 Held
KRC KILROY REALTY CORP
$69.3M
1.0%
1,850,011 Held
PEB 1.75 12/15/26 PRN PEBBLEBROOK HOTEL TRUST
$63.1M
0.9%
63,534,000 +5,798,000 +10.0% Added
BMRN 1.25 05/15/27 PRN BIOMARIN PHARMACEUTICAL
$62.4M
0.9%
64,025,000 +8,040,000 +14.4% Added
SEALTD 0.25 09/15/26 PRN SEA LTD
$62.1M
0.9%
62,567,000 +14,681,000 +30.7% Added
ETSY 0.25 06/15/28 PRN ETSY INC
$61.2M
0.8%
66,836,000 +5,640,000 +9.2% Added
SE SEA LTD-ADR
$60.9M
0.8%
635,443 +635,443 New
LILAK LIBERTY LATIN AMERIC-CL C
$58.9M
0.8%
7,559,083 +1,810,303 +31.5% Added
ENPH 0 03/01/28 PRN ENPHASE ENERGY INC
$57.6M
0.8%
61,820,000 +5,200,000 +9.2% Added
DXCM 0.375 05/15/28 PRN DEXCOM INC
$57.1M
0.8%
61,148,000 +20,725,000 +51.3% Added
BLCO BAUSCH + LOMB CORP
$57.0M
0.8%
3,441,042 +58,303 +1.7% Added
VSAT VIASAT INC
$56.6M
0.8%
630,280 +630,280 New
ECHO 3.875 11/30/30 PRN ECHOSTAR CORP
$56.3M
0.8%
18,000,001 Held
VAC 3.25 12/15/27 PRN MARRIOTT VACATION WORLDW
$56.0M
0.8%
56,893,000 +4,774,000 +9.2% Added
DKNG 0 03/15/28 PRN DRAFTKINGS HOLDINGS INC
$54.5M
0.8%
58,501,000 +14,146,000 +31.9% Added
CNMD 2.25 06/15/27 PRN CONMED CORP
$52.5M
0.7%
53,645,000 +17,456,000 +48.2% Added
MMYT MAKEMYTRIP LTD
$52.4M
0.7%
983,068 +983,068 New
RIOT 0.75 01/15/30 PRN RIOT PLATFORMS INC
$52.3M
0.7%
26,000,000 −53,664,000 −67.4% Reduced
TDOC 1.25 06/01/27 PRN TELADOC HEALTH INC
$52.3M
0.7%
53,624,000 +20,554,000 +62.2% Added
BSY 0.375 07/01/27 PRN BENTLEY SYSTEMS
$52.2M
0.7%
54,264,000 +7,269,000 +15.5% Added
MATW MATTHEWS INTL CORP-CLASS A
$51.8M
0.7%
1,925,992 +1,925,992 New
XP XP INC - CLASS A
$50.7M
0.7%
3,116,809 −55,200 −1.7% Reduced
U 0 11/15/26 PRN UNITY SOFTWARE INC
$48.6M
0.7%
49,426,000 +13,485,000 +37.5% Added
FIVN 1 03/15/29 PRN FIVE9 INC
$47.4M
0.7%
53,306,000 +31,563,000 +145.2% Added
LYB PUT LYONDELLBASELL INDU-CL A
$47.4M
0.7%
900,000 +400,000 +80.0% Added
FOUR 0.5 08/01/27 PRN SHIFT4 PAYMENTS INC
$46.3M
0.6%
48,444,000 +21,172,000 +77.6% Added
YPF YPF S.A.-SPONSORED ADR
$45.1M
0.6%
991,346 +104,881 +11.8% Added
TAC TRANSALTA CORP
$41.5M
0.6%
3,000,000 −3,415,253 −53.2% Reduced
VC PUT VISTEON CORP
$39.7M
0.6%
400,000 +400,000 New
RWAY RUNWAY GROWTH FINANCE CORP
$39.4M
0.5%
7,029,667 Held
ENOV 3.875 10/15/28 PRN ENOVIS CORP
$37.8M
0.5%
39,207,000 +39,207,000 New
AMPH 2 03/15/29 PRN AMPHASTAR PHARMACEUTICAL
$37.2M
0.5%
40,880,000 +2,844,000 +7.5% Added
AFRM 0 11/15/26 PRN AFFIRM HOLDINGS INC
$34.3M
0.5%
34,815,000 +23,278,000 +201.8% Added
ARRY 1 12/01/28 PRN ARRAY TECHNOLOGIES INC
$31.6M
0.4%
33,985,000 +2,939,000 +9.5% Added
EMBJ EMBRAER SA-SPON ADR
$28.1M
0.4%
439,706 −7,900 −1.8% Reduced
SNAP 0 05/01/27 PRN SNAP INC
$26.7M
0.4%
28,018,000 +8,273,000 +41.9% Added
AD ARRAY DIGITAL INFRASTRUCTURE
$25.3M
0.4%
696,858 −27,586 −3.8% Reduced
KRSP RICE ACQUISITION CORP 3-A
$25.2M
0.3%
2,400,000 Held
SHAZ SHARONAI HOLDINGS INC
$24.5M
0.3%
289,456 −710,544 −71.1% Reduced
SPB 3.375 06/01/29 PRN SPECTRUM BRANDS INC
$24.5M
0.3%
23,452,000 −2,674,000 −10.2% Reduced
TX TERNIUM SA-SPONSORED ADR
$24.4M
0.3%
572,324 −10,600 −1.8% Reduced
QMCO QUANTUM CORP
$22.1M
0.3%
2,011,678 +2,011,678 New
WGO 3.25 01/15/30 PRN WINNEBAGO INDUSTRIES
$18.7M
0.3%
20,074,000 +10,698,000 +114.1% Added
XYZ 0.25 11/01/27 PRN BLOCK INC
$17.1M
0.2%
17,983,000 +7,001,000 +63.7% Added
SNAP 0.125 03/01/28 PRN SNAP INC
$16.1M
0.2%
17,474,000 +11,474,000 +191.2% Added
SMPL SIMPLY GOOD FOODS CO
$16.0M
0.2%
1,203,889 +75,000 +6.6% Added
COGT 1.625 11/15/31 PRN COGENT BIOSCIENCES INC
$14.8M
0.2%
11,890,000 +1,669,000 +16.3% Added
SGRY SURGERY PARTNERS INC
$14.5M
0.2%
862,588 +862,588 New
BXMT 5.5 03/15/27 PRN BLACKSTONE MORTGAGE TR
$14.1M
0.2%
14,064,000 +1,105,000 +8.5% Added
UPWK 0.25 08/15/26 PRN UPWORK INC
$14.0M
0.2%
14,154,000 +1,655,000 +13.2% Added
WK 1.25 08/15/28 PRN WORKIVA INC
$14.0M
0.2%
14,970,000 +14,970,000 New
ETSY 1 06/15/30 PRN ETSY INC
$13.9M
0.2%
11,974,000 +11,974,000 New
RDFN 0.5 04/01/27 PRN REDFIN CORP
$13.5M
0.2%
14,041,000 +4,844,000 +52.7% Added
STWD 6.75 07/15/27 PRN STARWOOD PROPERTY TRUST
$12.1M
0.2%
11,894,933 +11,894,933 New
BTDR CALL BITDEER TECHNOLOGIES GROUP-A
$11.9M
0.2%
750,000 +750,000 New
SNOW 0 10/01/27 PRN SNOWFLAKE INC
$11.9M
0.2%
7,147,000 +5,547,000 +346.7% Added
NBR 1.75 06/15/29 PRN NABORS INDUSTRIES INC
$11.3M
0.2%
11,880,000 −4,257,000 −26.4% Reduced
AVAV 0 07/15/30 PRN AEROVIRONMENT INC
$11.3M
0.2%
11,799,000 +1,486,000 +14.4% Added
ITRI 1.375 07/15/30 PRN ITRON INC
$11.2M
0.2%
11,216,000 +867,000 +8.4% Added
ZD 1.75 11/01/26 PRN ZIFF DAVIS INC
$11.1M
0.2%
11,230,000 +1,139,000 +11.3% Added
MINE MAYFAIR GOLD CORP
$11.1M
0.2%
4,500,000 Held
ARWR 0 01/15/32 PRN ARROWHEAD RESEARCH CORP
$11.0M
0.2%
9,146,000 −1,909,000 −17.3% Reduced
BMM BLUE MOON METALS INC
$10.7M
0.1%
1,685,000 Held
NVST 1.75 08/15/28 PRN ENVISTA HOLDINGS CORP
$10.3M
0.1%
10,206,000 −5,771,000 −36.1% Reduced
NET 0 06/15/30 PRN CLOUDFLARE INC
$10.2M
0.1%
8,050,000 +8,050,000 New
RPD 0.25 03/15/27 PRN RAPID7 INC
$9.7M
0.1%
10,061,000 +8,393,000 +503.2% Added
FRPT 3 04/01/28 PRN FRESHPET INC
$9.2M
0.1%
7,913,000 +7,913,000 New
ATEC 0.75 08/01/26 PRN ALPHATEC HOLDINGS INC
$9.1M
0.1%
9,177,000 +9,177,000 New
SMRT SMARTRENT INC
$8.9M
0.1%
7,505,294 Held
UPST 0.25 08/15/26 PRN UPSTART HOLDINGS INC
$8.3M
0.1%
8,312,000 +3,443,000 +70.7% Added
SITM 0 06/15/31 PRN SITIME
$8.1M
0.1%
7,300,000 +7,300,000 New
RWT 7.75 06/15/27 PRN REDWOOD TRUST INC
$8.0M
0.1%
7,881,000 −366,000 −4.4% Reduced
DASH 0 05/15/30 PRN DOORDASH INC
$8.0M
0.1%
8,089,000 +8,089,000 New
JD 0.25 06/01/29 PRN JD.COM INC
$7.9M
0.1%
8,065,000 −2,988,000 −27.0% Reduced
ALRM 2.25 06/01/29 PRN ALARM.COM HLDGS INC
$7.8M
0.1%
8,171,000 +7,163,000 +710.6% Added
PMT 8.5 06/01/29 PRN PENNYMAC CORP
$7.3M
0.1%
7,101,000 +3,130,000 +78.8% Added
CRNC 1.5 07/01/28 PRN CERENCE INC
$7.2M
0.1%
7,887,000 +1,945,000 +32.7% Added
CELC 0.25 08/01/32 PRN CELCUITY INC
$7.1M
0.1%
6,250,000 +6,250,000 New
MX MAGNACHIP SEMICONDUCTOR CORP
$7.1M
0.1%
1,500,000 −1,349,858 −47.4% Reduced
WK 1.125 08/15/26 PRN WORKIVA INC
$7.1M
0.1%
7,100,000 +7,100,000 New
CBRL 1.75 09/15/30 PRN CRACKER BARREL OLD COUNT
$6.9M
0.1%
6,708,000 +6,708,000 New
ETSY 0.125 09/01/27 PRN ETSY INC
$6.9M
0.1%
7,233,000 +7,233,000 New
PD 1.5 10/15/28 * PRN PAGERDUTY INC.
$6.7M
0.1%
7,125,000 +1,190,000 +20.1% Added
LILA LIBERTY LATIN AMERIC-CL A
$6.6M
0.1%
839,020 Held
SRPT 1.25 09/15/27 PRN SAREPTA THERAPEUTICS INC
$6.3M
0.1%
6,709,000 +6,709,000 New
LCII 3 03/01/30 PRN LCI INDUSTRIES
$6.3M
0.1%
5,650,000 +5,650,000 New
UBER 0 05/15/28 PRN UBER TECHNOLOGIES INC
$6.2M
0.1%
5,400,000 +5,400,000 New
BILL 0 04/01/27 PRN BILL HOLDINGS INC
$6.1M
0.1%
6,330,000 +3,024,000 +91.5% Added
GPRE 2.25 03/15/27 PRN GREEN PLAINS INC
$4.9M
0.1%
4,998,000 Held
GLAD 5.875 10/01/30 PRN GLADSTONE CAPITAL CORP
$4.8M
0.1%
4,999,000 +3,101,000 +163.4% Added
MX CALL MAGNACHIP SEMICONDUCTOR CORP
$4.7M
0.1%
1,000,000 +1,000,000 New
MSTR 0 12/01/29 PRN STRATEGY INC
$4.7M
0.1%
5,451,000 −6,629,000 −54.9% Reduced
FE 3.625 01/15/29 PRN FIRSTENERGY CORP
$4.7M
0.1%
4,280,000 +4,280,000 New
RBRK 0 06/15/30 PRN RUBRIK INC
$4.6M
0.1%
4,504,000 +4,504,000 New
NOG 3.625 04/15/29 PRN NORTHERN OIL & GAS INC
$4.4M
0.1%
4,614,000 +2,614,000 +130.7% Added
BATL BATTALION OIL CORP
$3.9M
0.1%
3,009,912 Held
DPC DPC HOLDINGS PLC
$3.7M
0.1%
75,000 +75,000 New
RIVN 3.625 10/15/30 PRN RIVIAN AUTO INC
$3.6M
0.1%
3,400,000 +2,100,000 +161.5% Added
ZD 3.625 03/01/28 PRN ZIFF DAVIS INC
$3.5M
0.0%
3,496,000 Held
TMDX 1.5 06/01/28 PRN TRANSMEDICS GROUP INC
$3.4M
0.0%
3,131,000 +3,131,000 New
SERVICE PROPERTIES TRUST
$3.4M
0.0%
1,988,382 +1,988,382 New
WEC 3.375 06/01/28 PRN WEC ENERGY GROUP INC
$3.3M
0.0%
3,214,000 +3,214,000 New
AKAM 1.125 02/15/29 PRN AKAMAI TECHNOLOGIES INC
$3.1M
0.0%
2,631,000 −2,766,000 −51.3% Reduced
NCLH 1.125 02/15/27 PRN NCL CORPORATION LTD
$2.8M
0.0%
2,874,000 +2,874,000 New
NTNX 0.25 10/01/27 PRN NUTANIX INC
$2.5M
0.0%
2,200,000 −5,400,000 −71.1% Reduced
MGPI 1.875 11/15/41 PRN MGP INGREDIENTS INC
$2.5M
0.0%
2,515,000 −3,736,000 −59.8% Reduced
UBER 0.875 12/01/28 2028 PRN UBER TECHNOLOGIES INC
$2.4M
0.0%
2,000,000 Held
LYV 2.875 01/15/30 PRN LIVE NATION ENTERTAINMEN
$2.2M
0.0%
1,813,000 Held
HAE 2.5 06/01/29 PRN HAEMONETICS CORP
$2.1M
0.0%
2,090,000 +1,253,000 +149.7% Added
DDOG 0 12/01/29 PRN DATADOG INC
$2.0M
0.0%
1,400,000 −6,299,000 −81.8% Reduced
BTAI BIOXCEL THERAPEUTICS INC
$1.9M
0.0%
1,380,248 +1,139,060 +472.3% Added
NNBR NN INC
$1.8M
0.0%
510,943 +510,943 New
FLR 1.125 08/15/29 PRN FLUOR CORP
$1.7M
0.0%
1,271,000 −100,000 −7.3% Reduced
GRPN 4.875 06/30/30 UNRS PRN GROUPON INC
$1.7M
0.0%
1,677,000 +1,677,000 New
ON 0.5 03/01/29 PRN ON SEMICONDUCTOR CORP
$1.5M
0.0%
1,250,000 +1,250,000 New
TEO TELECOM ARGENTINA SA-SP ADR
$1.5M
0.0%
116,105 −1,506,139 −92.8% Reduced
RVMD 0.5 05/01/33 PRN REVOLUTION MEDICINES INC
$1.4M
0.0%
1,150,000 +1,150,000 New
CX CEMEX SAB-SPONS ADR PART CER
$1.2M
0.0%
100,000 −2,663,083 −96.4% Reduced
ALVOW ALVOTECH SA -27
$1.1M
0.0%
4,666,667 Held
NEO 0.25 01/15/28 PRN NEOGENOMICS INC
$980K
0.0%
1,045,000 −4,530,000 −81.3% Reduced
BABA 0.5 06/01/31 PRN ALIBABA GROUP HOLDING
$886K
0.0%
750,000 +750,000 New
SNAP 0.75 08/01/26 PRN SNAP INC
$873K
0.0%
877,000 −2,890,000 −76.7% Reduced
IMCR 2.5 02/01/30 PRN IMMUNOCORE HOLDINGS
$766K
0.0%
833,000 Held
STKL SUNOPTA INC
$406K
0.0%
74,314 −20,651,812 −99.6% Reduced
KRSP/WS RICE ACQUISITION CORP 3
$396K
0.0%
399,999 Held
ALVO ALVOTECH SA
$362K
0.0%
97,982 −142,056 −59.2% Reduced
SHAK 0 03/01/28 PRN SHAKE SHACK INC
$252K
0.0%
270,000 +270,000 New
OPI OFFICE PROPERTIES INCOME TRU
$184K
0.0%
10,851 +10,851 New

Sold positions

42 closed in Q2 2026 · shares & value as of prior filing
Holding Shares sold Prior value
XOP PUT SS SPDR S&P OG EXP & PROD
1,000,000 $181.8M
PBR PETROLEO BRASILEIRO-SPON ADR
6,089,413 $126.4M
JBLU 0.5 04/01/26 PRN JETBLUE AIRWAYS CORP
95,093,000 $94.8M
NOK NOKIA CORP-SPON ADR
11,200,308 $90.1M
CBL CBL & ASSOCIATES PROPERTIES
2,153,717 $82.8M
AWK 3.625 06/15/26 PRN AMERICAN WATER CAPITAL C
55,921,000 $55.8M
COIN 0.5 06/01/26 PRN COINBASE GLOBAL INC
52,633,000 $52.2M
CRDO CREDO TECHNOLOGY GROUP HOLDI
539,000 $50.6M
TLN CALL TALEN ENERGY CORP
150,000 $47.9M
OKTA 0.375 06/15/26 PRN OKTA INC
46,973,000 $46.7M
QTWO 0.75 06/01/26 PRN Q2 HOLDINGS INC
41,053,000 $40.9M
XYZ 0 05/01/26 PRN BLOCK INC
37,779,000 $37.7M
PRGS 1 04/15/26 PRN PROGRESS SOFTWARE CORP
36,154,000 $36.1M
ECVT ECOVYST INC
2,393,791 $30.8M
CBRL 0.625 06/15/26 PRN CRACKER BARREL OLD COUNT
26,175,000 $25.7M
SYNA 0.75 12/01/31 PRN SYNAPTICS INC
13,815,000 $14.3M
PENN 2.75 05/15/26 PRN PENN ENTERTAINMENT INC
9,562,000 $9.6M
OPTU OPTIMUM COMMUNICATIONS INC-A
7,330,490 $9.5M
CALY 2.75 05/01/26 PRN CALLAWAY GOLF CO
9,166,000 $9.2M
LCII 1.125 05/15/26 PRN LCI INDUSTRIES
9,138,000 $9.1M
RGEN 1 12/15/28 PRN REPLIGEN CORP
8,997,000 $8.8M
TCOM 0.75 06/15/29 PRN TRIP.COM GROUP LTD
7,588,000 $7.9M
ILLUU ILLUMINATION ACQUISITION COR
750,000 $7.4M
NRG NRG ENERGY INC
49,028 $7.2M
PCG 4.25 12/01/27 PRN PG&E CORP
4,000,000 $4.1M
BKLN INVESCO SENIOR LOAN ETF
200,020 $4.1M
SO 4.5 06/15/27 PRN SOUTHERN CO
3,357,000 $3.7M
BAND 0.5 04/01/28 PRN BANDWIDTH INC
4,167,000 $3.7M
JBTM 0.25 05/15/26 PRN JBT MAREL CORP
2,927,000 $2.9M
DOCN 0 12/01/26 PRN DIGITALOCEAN HOLDINGS
2,985,000 $2.9M
HDB HDFC BANK LTD-ADR
114,261 $2.8M
COIN 0.25 04/01/30 PRN COINBASE GLOBAL INC
2,364,000 $2.2M
CAKE 0.375 06/15/26 PRN CHEESECAKE FACTORY (THE)
2,173,000 $2.1M
MSTR 0.875 03/15/31 PRN STRATEGY INC
2,200,000 $2.1M
POST 2.5 08/15/27 PRN POST HOLDINGS INC
1,950,000 $2.1M
JAZZ 3.125 09/15/30 PRN JAZZ INVESTMENTS I LTD
1,461,000 $2.1M
PSN 2.625 03/01/29 PRN PARSONS CORP
2,060,000 $2.0M
MTH 1.75 05/15/28 PRN MERITAGE HOMES CORP
1,900,000 $1.8M
NEE 3 03/01/27 PRN NEXTERA ENERGY CAPITAL
1,292,000 $1.8M
IRTC 1.5 09/01/29 PRN IRHYTHM HOLDINGS INC
1,350,000 $1.5M
CELC 2.75 08/01/31 PRN CELCUITY INC
600,000 $1.5M
PDD PDD HOLDINGS INC
4,823 $493K

Holdings reflect long positions disclosed in 13F filings only and exclude short positions, cash, and other non-13F assets. Holdings data sourced from SEC EDGAR. Not investment advice. Full disclaimer.