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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F COMBINATION REPORT

OAKTREE CAPITAL MANAGEMENT LP

Quarter ended Q1 2025 · Filed May 15, 2025 · Accession 0000949509-25-000002

Total Value
$5.17B
Positions
170
Other Managers
2
Confidential Omitted
No
View on SEC.gov

Holdings (170)

#IssuerTicker / CUSIPSharesValue% of Filing
1TORM PLCTRMD40,581,120$662.8M12.82%
2EXPAND ENERGY CORPEXE5,562,364$619.2M11.98%
3GARRETT MOTION INCGTX44,082,816$369.0M7.14%
4SITIO ROYALTIES CORP82983N10812,935,120$257.0M4.97%
5ANGLOGOLD ASHANTI PLCAU5,464,851$202.9M3.92%
6STATE STREET CORPSPY260,000$145.4M2.81%
7RUNWAY GROWTH FINANCE CORPRWAYL10,779,667$111.6M2.16%
8CEMEX SAB DE CVCXMSF19,383,729$108.7M2.10%
9INDIVIOR PLCINDV11,009,125$103.5M2.00%
10VISTA ENERGY SAB DE CVVSOGF2,184,561$101.7M1.97%
11SUNOPTA INCSTKL20,726,126$100.8M1.95%
12NOKIA OYJNOKBF18,752,227$98.8M1.91%
13STAR BULK CARRIERS CORPSBLK5,373,631$83.6M1.62%
14FREEPORT-MCMORAN INCFCX2,191,108$83.0M1.60%
15LIBERTY GLOBAL LTDLBTYK7,204,190$82.9M1.60%
16CBL & ASSOCIATES PROPERTIES INC1248308783,005,126$79.9M1.55%
17TALEN ENERGY CORPTLN319,829$63.9M1.24%
18KILROY REALTY CORP49427F1081,850,011$60.6M1.17%
19CALIFORNIA RESOURCES CORPCRC1,376,753$60.5M1.17%
20VALE SAVALE6,014,782$60.0M1.16%
21TRANSALTA CORPTACPF5,585,253$52.1M1.01%
22BARRICK GOLD CORP0679011082,516,658$48.9M0.95%
23COHERUS BIOSCIENCES INC19249HAB949,030,000$48.3M0.93%
24GRAB HOLDINGS LTDGRABW10,275,995$46.6M0.90%
25H WORLD GROUP LTDHWLDF1,229,399$45.5M0.88%
26STATE STREET CORPSPY80,000$44.8M0.87%
27JETBLUE AIRWAYS CORPJBLU43,234,000$40.9M0.79%
28CABLE ONE INCCABO42,610,000$40.5M0.78%
29PEBBLEBROOK HOTEL TRUSTPEB-PH43,139,000$40.4M0.78%
30JD.COM INCJDCMF960,796$39.5M0.76%
31ITAU UNIBANCO HOLDING SA4655621066,941,012$38.2M0.74%
32PETROLEO BRASILEIRO SA71654V4082,659,492$38.1M0.74%
33BILIBILI INCBLBLF1,925,797$36.8M0.71%
34TALEN ENERGY CORPTLN180,000$35.9M0.70%
35ECOPETROL SAEC3,162,122$33.0M0.64%
36ANYWHERE REAL ESTATE INC75606DAP633,515,000$31.2M0.60%
37OAKTREE SPECIALTY LENDING CORPOCSL1,852,456$28.5M0.55%
38TELECOM ARGENTINA SATCMFF2,709,263$27.6M0.53%
39NEOGENOMICS INCNEO31,456,000$27.3M0.53%
40TERNIUM SATX812,609$25.3M0.49%
41KE HOLDINGS INCBEKE1,254,784$25.2M0.49%
42AIRBNB INCABNB25,108,000$24.0M0.46%
43KANZHUN LTDBZ1,170,961$22.4M0.43%
44ETSY INCETSY24,981,000$21.3M0.41%
45SEA LTDSE22,355,000$20.9M0.40%
46TALEN ENERGY CORPTLN100,000$20.0M0.39%
47ALTICE USA INCOPTU7,500,000$19.9M0.39%
48BANCO MACRO SA05961W105260,462$19.7M0.38%
49GUARDANT HEALTH INCGH22,076,000$19.6M0.38%
50BAIDU INCBAIDF199,684$18.4M0.36%
51ALVOTECH SAALVOW1,868,483$18.1M0.35%
52ECHOSTAR CORPSATS16,000,000$17.9M0.35%
53SNAP INCSNAP20,672,000$17.5M0.34%
54UNITI GROUP INCUNIT3,397,592$17.1M0.33%
55CONMED CORPCNMD17,428,000$16.4M0.32%
56KINGSOFT CORP LTDKCLHF1,091,853$15.7M0.30%
57ENVISTA HOLDINGS CORPNVST17,118,000$15.5M0.30%
58FIRST MAJESTIC SILVER CORPAG15,626,000$14.7M0.28%
59LIVANOVA PLCLIVN14,988,000$14.3M0.28%
60MARRIOTT VACATIONS WORLDWIDE CORPVAC15,336,000$14.2M0.28%
61TELADOC HEALTH INCTDOC15,354,000$14.1M0.27%
62ONITY GROUP INCONIT410,429$13.3M0.26%
63TRANSPORTADORA DE GAS DEL SUR SA893870204484,606$12.8M0.25%
64BRIDGEBIO PHARMA INCBBIO14,135,000$12.7M0.25%
65PPL CORPPPLC11,081,000$12.4M0.24%
66NORWEGIAN CRUISE LINE HOLDINGS LTD62886HBD212,559,000$12.2M0.24%
67ASCENDIS PHARMA A/SASND10,267,000$12.2M0.24%
68SHIFT4 PAYMENTS INC82452JAD112,010,000$12.2M0.24%
69H WORLD GROUP LTDHWLDF10,857,000$12.1M0.24%
70BERRY CORP08579X1013,697,000$11.9M0.23%
71CMS ENERGY CORPCMS-PC10,467,000$11.6M0.22%
72ENPHASE ENERGY INCENPH11,497,000$10.9M0.21%
73SHAKE SHACK INCSHAK11,556,000$10.7M0.21%
74SUNNOVA ENERGY INTERNATIONAL INC86745KAF1106,199,000$10.6M0.21%
75NEXTERA ENERGY INCNEE-PW8,841,000$10.2M0.20%
76ENPHASE ENERGY INCENPH11,840,000$10.1M0.19%
77MAGNACHIP SEMICONDUCTOR CORPMX2,849,858$9.8M0.19%
78EXPAND ENERGY CORPEXE95,294$9.6M0.19%
79SAREPTA THERAPEUTICS INCSRPT10,115,000$9.4M0.18%
80DEXCOM INCDXCM10,486,000$9.4M0.18%
81UPSTART HOLDINGS INCUPST9,763,000$9.1M0.18%
82SMARTRENT INCSMRT7,505,294$9.1M0.18%
83BRASKEM SABAK2,344,292$9.0M0.17%
84GUARDANT HEALTH INCGH8,088,000$8.4M0.16%
85BAUSCH HEALTH COS INC0717341071,270,000$8.2M0.16%
86ALARM.COM HOLDINGS INCALRM7,783,000$7.5M0.14%
87PACIRA BIOSCIENCES INCPCRX7,556,000$7.5M0.14%
88VACASA INC91854V2061,375,448$7.4M0.14%
89CYTOKINETICS INCCYTK6,392,000$7.3M0.14%
90TRAVERE THERAPEUTICS INCTVTX7,241,000$7.2M0.14%
91ALVOTECH SAALVOW4,666,667$7.0M0.14%
92BLACKSTONE MORTGAGE TRUST INC09257WAE07,022,000$6.8M0.13%
93PG&E CORPPCG-PX6,225,000$6.6M0.13%
94PENNYMAC MORTGAGE INVESTMENT TRUST70932AAF06,589,000$6.6M0.13%
95ZIFF DAVIS INCZD6,886,000$6.5M0.13%
96TWO HARBORS INVESTMENT CORP90187BAB76,466,000$6.4M0.12%
97DAQO NEW ENERGY CORPDQ344,819$6.2M0.12%
98NATIONAL VISION HOLDINGS INCEYE6,266,000$6.2M0.12%
99FIVE9 INCFIVN6,163,000$6.1M0.12%
100TANDEM DIABETES CARE INCTNDM6,442,000$6.1M0.12%
101BLOCK INCBSQKZ6,813,000$6.0M0.12%
102HDFC BANK LTDHDB89,697$6.0M0.12%
103FLUOR CORPFLR5,505,000$5.9M0.11%
104INTEGRA LIFESCIENCES HOLDINGS CORPIART5,901,000$5.8M0.11%
105LUMENTUM HOLDINGS INCLITE6,089,000$5.6M0.11%
106VAIL RESORTS INCMTN5,852,000$5.6M0.11%
107SHOPIFY INCSHOP5,600,000$5.6M0.11%
108ZTO EXPRESS CAYMAN INCZTOEF5,503,000$5.5M0.11%
109SUNNOVA ENERGY INTERNATIONAL INC86745KAH761,469,000$5.5M0.11%
110WORKIVA INCWK5,897,000$5.5M0.11%
111MESA LABORATORIES INC59064RAA75,438,000$5.3M0.10%
112WAYFAIR INCW5,056,000$4.9M0.10%
113WIX.COM LTDWIX4,890,000$4.8M0.09%
114ON SEMICONDUCTOR CORPON5,491,000$4.7M0.09%
115EXPEDIA GROUP INCEXPE4,623,000$4.6M0.09%
116PELOTON INTERACTIVE INCPTON4,746,000$4.5M0.09%
117FUBOTV INCFUBO4,392,000$4.3M0.08%
118HERBALIFE LTDHLF4,787,000$4.1M0.08%
119BATTALION OIL CORPBATL3,009,912$3.9M0.08%
120UBER TECHNOLOGIES INCUBER3,163,000$3.9M0.07%
121TPI COMPOSITES INCTPICQ4,610,003$3.7M0.07%
122AFFIRM HOLDINGS INCAFRM3,693,000$3.4M0.07%
123HAEMONETICS CORPHAE3,506,000$3.4M0.07%
124OKTA INCOKTA3,283,000$3.2M0.06%
125UNITY SOFTWARE INCU3,216,000$3.0M0.06%
126FIVERR INTERNATIONAL LTD33835LAA32,984,000$2.9M0.06%
127SSR MINING INCSSRGF2,873,000$2.9M0.06%
128COINBASE GLOBAL INCCOIN2,850,000$2.6M0.05%
129SOLAREDGE TECHNOLOGIES INCSEDG2,716,000$2.6M0.05%
130SEAGATE TECHNOLOGY HOLDINGS PLCSE2,150,000$2.6M0.05%
131SPOTIFY TECHNOLOGY SA84921RAB62,150,000$2.6M0.05%
132WAYFAIR INCW2,585,000$2.5M0.05%
133GROUPON INCGRPN2,539,000$2.4M0.05%
134BANDWIDTH INCBAND3,020,000$2.4M0.05%
135ARRAY TECHNOLOGIES INCARRY3,289,000$2.4M0.05%
136REDFIN CORP75737FAE82,754,000$2.4M0.05%
137TELADOC HEALTH INC539183AA12,317,000$2.3M0.04%
138LUMENTUM HOLDINGS INCLITE1,900,000$2.2M0.04%
139REPLIGEN CORPRGEN2,200,000$2.2M0.04%
140MAGNITE INCMGNI2,239,000$2.1M0.04%
141UPWORK INCUPWK2,217,000$2.1M0.04%
142SNAP INCSNAP2,041,000$2.0M0.04%
143NICE LTDNCSYF2,066,000$2.0M0.04%
144IRHYTHM TECHNOLOGIES INCIRTC1,900,000$2.0M0.04%
145SUMMIT HOTEL PROPERTIES INC866082AA82,058,000$2.0M0.04%
146TETRA TECH INCTTEK1,826,000$1.9M0.04%
147EZCORP INCEZPW1,819,000$1.8M0.04%
148BLOCK INCBSQKZ1,901,000$1.8M0.04%
149LI AUTO INCLAAOF1,450,000$1.7M0.03%
150DUKE ENERGY CORPDUKB1,500,000$1.6M0.03%
151VENTAS INCVTR1,250,000$1.6M0.03%
152POST HOLDINGS INCPOST1,300,000$1.6M0.03%
153GUESS INC401617AF21,682,000$1.5M0.03%
154PARSONS CORPPSN1,509,000$1.5M0.03%
155BRIDGEBIO PHARMA INCBBIO1,250,000$1.4M0.03%
156NEOGENOMICS INCNEO1,376,000$1.4M0.03%
157TRAVERE THERAPEUTICS INCTVTX1,377,000$1.4M0.03%
158ALLIANT ENERGY CORPLNT1,250,000$1.3M0.03%
159ON SEMICONDUCTOR CORPON1,250,000$1.3M0.03%
160LYFT INCLYFT1,350,000$1.3M0.03%
161OKTA INCOKTA1,316,000$1.3M0.02%
162PAR TECHNOLOGY CORPPAR1,100,000$1.2M0.02%
163ALNYLAM PHARMACEUTICALS INCALNY1,000,000$1.2M0.02%
164MGP INGREDIENTS INCMGPI1,211,000$1.1M0.02%
165REDWOOD TRUST INCRWTQ1,094,000$1.1M0.02%
166LIBERTY MEDIA CORP-LIBERTY FORMULA ONEFWONB700,000$852,2500.02%
167ESPERION THERAPEUTICS INCESPR774,000$759,0030.01%
168CERENCE INCCRNC590,000$419,1950.01%
169HEALTH CATALYST INCHCAT375,000$372,6530.01%
170REALREAL INC/THE88339PAJ0295,000$246,4720.00%