Top Holdings by value as of 2025-06-30:

1. AKAM US - $53.8M (5%)
2. BMRN US - $47.7M (5%)
3. VSH US - $43.1M (4%)
4. UBER US - $42.7M (4%)
5. ON US - $40.7M (4%)

When compared to holdings as of 2025-03-31:

New Positions:

• ALRM US
• BL US
• BSY US
• DKNG US
• GVA US
• ... and 7 more

Closed Positions:

• ATSG US
• DAY US
• IRWD US
• LUV US
• SEDG US
• ... and 3 more

Increase Position by 25% or more:

• AEIS US
• AKAM US - 47164
• ASND US
• CMS US
• CNP US
• ... and 16 more

Reduce Position by 25% or more:

• ABNB US
• EXPE US
• F US
• FIVN US
• JBTM US
• ... and 2 more

Wellesley Asset Management is headquartered in Portsmouth, NH.

Source