BDC·info
OTF

Blue Owl Technology Finance Corp

Period
SEC EDGAR ↗
Portfolio Fair Value
$12.96B
308 holdings
Avg Spread
+5.01%
FV-weighted, debt
Avg Coupon
FV-weighted
% First Lien
76.2%
of debt FV
Unrealized P/L
+$220.62M
+1.73% of cost
Non-Accrual
3
text-detected

Balance sheet

Assets$13.40B
Liabilities + Equity$13.40B
First Lien
$9.82B · 73.3%
Equity
$1.63B · 12.2%
Debt (Borrowings)
$4.97B · 37.1%
Net Assets (Equity)
$8.06B · 60.1%

Industry Composition

Systems Software
19.0%
Health Care Technology
15.3%
Application Software
11.9%
Diversified Financial Services
9.3%
IT Services
5.7%
Professional Services
4.6%
Insurance
3.7%
Health Care Providers & Services
3.3%
Diversified Consumer Services
2.9%
Internet & Direct Marketing Retail
2.4%
Life Sciences Tools & Services
2.3%
Aerospace & Defense
1.8%
Other industries
17.7%

Fair Value History

Q2 '23
Q3 '23
Q4 '23
Q1 '24
Q2 '24
Q3 '24
Q4 '24
Q1 '25
Q2 '25
Q3 '25
Q4 '25

Spread Distribution

1.0%
2.5%
3.0%
3.5%
4.0%
4.5%
5.0%
5.5%
6.0%
6.5%
7.0%
7.5%
8.0%
8.5%
9.0%
Schedule of Investments

All holdings

All holdings
Sortable, click headers to re-sort
308 of 324
IssuerIndustryType
Fair Value
Cost
Unrealized
Coupon
Spread
Maturity
Crewline Buyer, Inc. (dba New Relic)
Systems Software
First lien senior secured loan
$211.64M
$211.06M
$576.0K
+6.75%
2030-11
Aerosmith Bidco 1 Limited (dba Audiotonix)
Entertainment
First lien senior secured loan
$197.06M
$196.04M
$1.02M
+5.25%
2031-07
Inovalon Holdings, Inc.
Health Care Technology
First lien senior secured loan
$192.75M
$192.49M
$259.0K
+2.75%
2028-11
Litera Bidco LLC
Diversified Consumer Services
First lien senior secured loan
$189.72M
$189.12M
$606.0K
+5.00%
2028-05
IRI Group Holdings, Inc. (f/k/a Circana Group, L.P. (f/k/a The NPD Group, L.P.))
Food & Staples Retailing
First lien senior secured loan
$187.09M
$187.02M
$66.0K
+4.50%
2029-12
Acquia Inc.
Systems Software
First lien senior secured loan
$185.00M
$188.26M
-$3.25M
+6.00%
2026-10
Spaceship Purchaser, Inc. (dba Squarespace)
IT Services
First lien senior secured loan
$179.95M
$179.65M
$303.0K
+5.00%
2031-10
Arctic Wolf Networks, Inc.
Systems Software
Senior convertible notes
$177.68M
$177.68M
$0.00
2030-11
Magnet Forensics, LLC (f/k/a Grayshift, LLC)
Application Software
First lien senior secured loan
$175.46M
$175.54M
-$80.0K
+4.50%
2028-07
Fifth Season Investments LLC
Insurance
Specialty finance equity investment
$174.13M
$164.87M
$9.26M
Creek Parent, Inc. (dba Catalent)
Life Sciences Tools & Services
First lien senior secured loan
$174.01M
$172.31M
$1.71M
+5.00%
2031-12
Intelerad Medical Systems Incorporated (fka 11849573 Canada Inc.)
Health Care Technology
First lien senior secured loan
$161.91M
$163.15M
-$1.25M
+6.50%
2026-08
Revolut Ribbit Holdings, LLC
Diversified Financial Services
LLC Interest
$159.66M
$75.29M
$84.37M
CT Technologies Intermediate Holdings, Inc.
Health Care Technology
(& Smart Holdings Corp.) (dba Datavant), First lien senior secured loan
$157.57M
$157.35M
$218.0K
+5.00%
2031-08
Bayshore Intermediate #2, L.P. (dba Boomi)
Systems Software
First lien senior secured loan
$156.90M
$156.93M
-$29.0K
+2.50%
2028-10
Zendesk, Inc.
Application Software
First lien senior secured loan
$156.84M
$155.94M
$896.0K
+5.00%
2028-11
Computer Services, Inc. (dba CSI)
Diversified Financial Services
First lien senior secured loan #1
$156.05M
$156.12M
-$71.0K
+5.25%
2029-11
BTRS Holdings Inc. (dba Billtrust)
Diversified Financial Services
First lien senior secured loan
$152.18M
$151.91M
$270.0K
+5.50%
2028-12
Sitecore Holding III A/S
Systems Software
First lien senior secured EUR term loan
EUR 149.36M
EUR 135.87M
EUR 13.49M
+3.25%
2029-03
Hyland Software, Inc.
Health Care Technology
First lien senior secured loan
$148.68M
$148.73M
-$49.0K
+5.00%
2030-09
H&F Opportunities LUX III S.À R.L (dba Checkmarx)
Systems Software
First lien senior secured loan
$148.52M
$148.01M
$508.0K
+6.50%
2027-04
Signifyd Inc.
Internet & Direct Marketing Retail
Preferred equity
$146.66M
$145.39M
$1.27M
Minerva Holdco, Inc.
Health Care Technology
Senior A Preferred Stock
$146.24M
$144.94M
$1.31M
Modernizing Medicine, Inc. (dba ModMed)
Health Care Technology
First lien senior secured loan
$145.72M
$145.07M
$645.0K
+2.50%
2032-04
Minotaur Acquisition, Inc. (dba Inspira Financial)
Diversified Financial Services
First lien senior secured loan
$144.06M
$143.59M
$474.0K
+5.00%
2030-06
Thunder Purchaser, Inc. (dba Vector Solutions)
Professional Services
First lien senior secured loan
$138.71M
$138.07M
$643.0K
+5.25%
2028-06
Relativity ODA LLC
Diversified Consumer Services
First lien senior secured loan
$137.24M
$136.87M
$370.0K
+4.50%
2029-05
Indikami Bidco, LLC (dba IntegriChain)
Health Care Technology
First lien senior secured loan
$133.48M
$133.79M
-$309.0K
+4.00%
2030-12
Sitecore USA, Inc.
Systems Software
First lien senior secured loan
$132.47M
$132.22M
$247.0K
+3.00%
2029-03
Monotype Imaging Holdings Inc.
Media
First lien senior secured loan
$128.99M
$128.66M
$331.0K
+5.50%
2031-02
Deerfield Dakota Holdings
Diversified Financial Services
First lien senior secured loan
$125.77M
$125.77M
-$4.0K
+3.00%
2032-09
Associations, Inc.
Buildings & Real Estate
First lien senior secured loan
$125.77M
$125.65M
$117.0K
+6.50%
2028-07
Anaplan, Inc.
Application Software
First lien senior secured loan
$124.05M
$124.05M
$0.00
+4.50%
2029-06
Packaging Coordinators Midco, Inc.
Health Care Equipment & Supplies
First lien senior secured loan
$121.64M
$120.71M
$927.0K
+4.75%
2032-01
Interoperability Bidco, Inc. (dba Lyniate)
Health Care Technology
First lien senior secured loan
$116.88M
$118.05M
-$1.17M
+5.75%
2028-03
Databricks, Inc.
Systems Software
First lien senior secured loan
$114.69M
$114.22M
$478.0K
+4.50%
2031-01
Tricentis Operations Holdings, Inc.
Systems Software
First lien senior secured loan
$114.03M
$114.17M
-$140.0K
+1.38%
2032-02
BCPE Osprey Buyer, Inc. (dba PartsSource)
Health Care Technology
First lien senior secured loan
$112.13M
$112.36M
-$235.0K
+5.75%
2028-08
LSI Financing LLC
Pharmaceuticals
Specialty finance equity investment
$106.34M
$98.12M
$8.22M
Storable Intermediate Holdings, LLC
Equity Real Estate Investment Trusts (REITs)
First lien senior secured loan
$106.30M
$105.80M
$496.0K
2032-04
Delinea Buyer, Inc. (f/k/a Centrify)
Systems Software
First lien senior secured loan
$104.91M
$103.73M
$1.18M
+5.75%
2028-03
RL Datix Holdings (USA), Inc.
Health Care Technology
First lien senior secured loan
$104.86M
$104.86M
$0.00
+5.00%
2031-04
Einstein Parent, Inc. (dba Smartsheet)
Application Software
First lien senior secured loan
$104.14M
$104.21M
-$76.0K
+6.50%
2031-01
Ping Identity Holding Corp.
Systems Software
First lien senior secured loan
$101.83M
$101.89M
-$61.0K
+4.75%
2029-10
Severin Acquisition, LLC (dba PowerSchool)
IT Services
First lien senior secured loan
$95.97M
$96.13M
-$157.0K
+2.75%
2031-10
Securiti, Inc.
Systems Software
Series C Preferred Shares
$95.17M
$40.03M
$55.14M
Salinger Bidco Inc. (dba Surgical Information Systems)
Health Care Technology
First lien senior secured loan
$94.45M
$94.32M
$135.0K
+5.75%
2031-08
Azurite Intermediate Holdings, Inc. (dba Alteryx, Inc.)
Systems Software
First lien senior secured loan
$94.05M
$93.20M
$853.0K
+6.00%
2031-03
Himalaya Topco LLC (dba HealthEdge)
Health Care Technology
First lien senior secured loan
$92.92M
$92.93M
-$12.0K
+3.00%
2032-06
CivicPlus, LLC
Application Software
First lien senior secured loan
$92.42M
$92.22M
$205.0K
+5.50%
2030-08
Integrity Marketing Acquisition, LLC
Insurance
First lien senior secured loan
$90.56M
$90.35M
$207.0K
+5.00%
2028-08
Space Exploration Technologies Corp.
Aerospace & Defense
Class A Common Stock
$90.24M
$23.01M
$67.22M
Blackhawk Network Holdings, Inc.
Diversified Financial Services
First lien senior secured loan
$89.99M
$89.69M
$304.0K
+4.00%
2029-03
Certinia Inc.
Professional Services
First lien senior secured loan
$88.02M
$87.70M
$314.0K
+5.25%
2030-08
Arctic Wolf Networks, Inc.
Systems Software
First lien senior secured loan
$87.94M
$87.57M
$369.0K
+5.75%
2030-02
WMC Bidco, Inc. (dba West Monroe)
IT Services
Senior Preferred Stock
$87.78M
$87.85M
-$71.0K
QAD, Inc.
Industrial Conglomerates
First lien senior secured loan
$87.49M
$87.49M
-$1.0K
+4.75%
2027-11
Smarsh Inc.
Diversified Financial Services
First lien senior secured loan
$86.76M
$86.69M
$70.0K
+4.75%
2029-02
Denali Intermediate Holdings, Inc. (dba Dun & Bradstreet)
Capital Markets
First lien senior secured loan
$85.07M
$85.08M
-$17.0K
+5.50%
2032-08
Coupa Holdings, LLC
Application Software
First lien senior secured loan
$84.53M
$84.59M
-$62.0K
+5.25%
2030-02
BCTO BSI Buyer, Inc. (dba Buildertrend)
Household Durables
First lien senior secured loan
$83.52M
$83.32M
$203.0K
+6.50%
2026-12
Pluralsight, LLC
IT Services
Non-controlled/affiliated - equity commitments
$80.92M
EresearchTechnology, Inc. (dba Clario)
Health Care Providers & Services
First lien senior secured loan
$79.86M
$79.08M
$776.0K
+4.75%
2032-01
Aurelia Netherlands B.V.
Internet & Direct Marketing Retail
First lien senior secured EUR term loan
EUR 76.31M
EUR 73.40M
EUR 2.91M
+4.75%
2031-05
Inovalon Holdings, Inc.
Health Care Technology
Second lien senior secured loan
$76.29M
$76.29M
$0.00
2033-11
ManTech International Corporation
Aerospace & Defense
First lien senior secured loan
$75.93M
$75.98M
-$50.0K
+5.00%
2029-09
Catalis Intermediate, Inc. (fka GovBrands Intermediate, Inc.)
Application Software
First lien senior secured loan
$75.35M
$76.69M
-$1.34M
+5.50%
2027-08
EET Buyer, Inc. (dba e-Emphasys)
Building Products
First lien senior secured loan
$75.02M
$74.72M
$299.0K
+4.75%
2027-11
CCI BUYER, INC. (dba Consumer Cellular)
Wireless Telecommunication Services
First lien senior secured loan
$74.74M
$74.39M
$346.0K
+5.00%
2032-05
MINDBODY, Inc.
Hotels, Restaurants & Leisure
First lien senior secured loan
$72.96M
$72.93M
$33.0K
+6.00%
2027-09
PetVet Care Centers, LLC
Health Care Providers & Services
First lien senior secured loan
$71.34M
$74.87M
-$3.53M
+6.00%
2030-11
Covetrus, Inc.
Health Care Providers & Services
Second lien senior secured loan
$69.94M
$73.48M
-$3.54M
+9.25%
2030-10
Kaseya Inc.
IT Services
First lien senior secured loan
$69.71M
$69.36M
$349.0K
+3.25%
2032-03
Sensor Technology Topco, Inc. (dba Humanetics)
Professional Services
First lien senior secured loan
$68.68M
$68.70M
-$20.0K
+7.00%
2028-05
Hg Genesis 9 SumoCo Limited
Diversified Financial Services
Unsecured facility
EUR 67.89M
EUR 62.66M
EUR 5.23M
2029-03
Gainsight, Inc.
Application Software
First lien senior secured loan
$67.75M
$67.42M
$335.0K
+6.25%
2027-07
Cornerstone OnDemand, Inc.
Professional Services
Second lien senior secured loan
$67.72M
$71.02M
-$3.30M
+6.50%
2029-10
Forescout Technologies, Inc.
Systems Software
First lien senior secured loan
$67.30M
$67.02M
$288.0K
+5.00%
2031-05
PerkinElmer U.S. LLC
Health Care Equipment & Supplies
First lien senior secured loan
$67.19M
$66.75M
$437.0K
+4.75%
2029-03
Infobip Inc.
Application Software
First lien senior secured loan
$66.52M
$66.59M
-$67.0K
+5.75%
2029-06
Excalibur CombineCo, L.P.
Systems Software
Class A Units
$66.35M
$99.45M
-$33.10M
RL Datix Holdings (USA), Inc.
Health Care Technology
First lien senior secured GBP term loan
GBP 65.37M
GBP 65.53M
-GBP 160.0K
+5.00%
2031-04
Klarna Holding AB
Consumer Finance
Subordinated Floating Rate Notes
$65.33M
$65.36M
-$25.0K
+7.00%
2034-04
Trucordia Insurance Holdings, LLC
Insurance
Second lien senior secured loan
$60.50M
$59.91M
$591.0K
+5.75%
2033-06
Help HP SCF Investor, LP
Systems Software
LP Interest
$60.32M
$59.38M
$938.0K
AlphaSense, Inc.
Application Software
First lien senior secured loan
$59.06M
$58.94M
$128.0K
+6.25%
2029-06
Simpler Postage, Inc. (dba Easypost)
Application Software
First lien senior secured loan
$58.45M
$60.34M
-$1.89M
+8.00%
2029-06
Hg Saturn Luchaco Limited
Diversified Financial Services
Unsecured facility
GBP 58.42M
GBP 55.35M
GBP 3.07M
2027-03
Knockout Intermediate Holdings I Inc. (dba Kaseya Inc.)
IT Services
Perpetual Preferred Stock
$57.27M
$57.31M
-$39.0K
Juniper Square, Inc.
Diversified Financial Services
First lien senior secured loan
$56.58M
$56.62M
-$33.0K
+8.50%
2026-12
Activate Holdings (US) Corp. (dba Absolute Software)
Systems Software
First lien senior secured loan
$54.13M
$54.14M
-$17.0K
+5.50%
2030-07
GS Acquisitionco, Inc. (dba insightsoftware)
Application Software
First lien senior secured loan
$53.85M
$54.20M
-$347.0K
+5.25%
2028-05
TK Operations Ltd (dba Travelperk, Inc.)
Professional Services
First lien senior secured loan
$50.40M
$49.48M
$917.0K
2029-05
Peraton Corp.
Aerospace & Defense
Second lien senior secured loan
$49.99M
$83.88M
-$33.89M
+7.75%
2029-02
AI Titan Parent, Inc. (dba Prometheus Group)
Application Software
First lien senior secured loan
$49.69M
$49.75M
-$60.0K
+4.50%
2031-08
Accommodations Plus Technologies LLC
Airlines
First lien senior secured loan
$48.36M
$48.37M
-$17.0K
+4.50%
2032-05
Color Intermediate, LLC (dba ClaimsXten)
Health Care Technology
First lien senior secured loan
$47.55M
$47.58M
-$35.0K
+4.75%
2029-10
KWOL Acquisition, Inc. (dba Worldwide Clinical Trials)
Health Care Providers & Services
First lien senior secured loan
$45.35M
$45.05M
$303.0K
+4.75%
2029-12
Halo Parent Newco, LLC
Systems Software
Class H PIK Preferred Equity
$44.78M
$51.11M
-$6.33M
Associations Finance, Inc.
Buildings & Real Estate
Unsecured notes
$44.18M
$44.08M
$104.0K
2030-05
Finastra USA, Inc.
Banks
First lien senior secured loan
$42.84M
$42.53M
$301.0K
+7.25%
2029-09
Pye-Barker Fire & Safety, LLC
Commercial Services & Supplies
First lien senior secured loan
$42.23M
$42.18M
$50.0K
+4.50%
2031-05
Barracuda Parent, LLC
Systems Software
Second lien senior secured loan
$42.19M
$44.40M
-$2.21M
+7.00%
2030-08
CT Technologies Intermediate Holdings, Inc.
Health Care Technology
(& Smart Holdings Corp.) (dba Datavant), First lien senior secured delayed draw term loan
$41.62M
$41.63M
-$6.0K
+4.75%
2031-08
AmeriLife Holdings LLC
Insurance
First lien senior secured loan
$41.30M
$41.35M
-$46.0K
+5.00%
2029-08
OneOncology, LLC
Health Care Providers & Services
First lien senior secured loan
$40.96M
$40.72M
$240.0K
+4.75%
2030-06
6Sense Insights, Inc.
Application Software
Series E-1 Preferred Stock
$40.15M
$48.10M
-$7.96M
Velocity HoldCo III Inc. (dba VelocityEHS)
Application Software
First lien senior secured loan
$39.90M
$39.62M
$281.0K
+5.50%
2027-04
Linked Store Cayman Ltd. (dba Nuvemshop)
Internet & Direct Marketing Retail
Series E Preferred Stock
$39.38M
$42.50M
-$3.11M
Cambrex Corporation
Health Care Equipment & Supplies
First lien senior secured loan
$39.07M
$38.71M
$353.0K
+4.50%
2032-03
Kajabi Holdings, LLC
Internet & Direct Marketing Retail
Senior Preferred Class D Units
$38.37M
$50.02M
-$11.65M
Gerson Lehrman Group, Inc.
Professional Services
First lien senior secured loan
$37.70M
$37.56M
$132.0K
+5.00%
2028-12
Sunshine Software Holdings, Inc. (dba Cornerstone OnDemand, Inc.)
Professional Services
Series A Preferred Stock
$36.85M
$40.52M
-$3.67M
Securonix, Inc.
Systems Software
First lien senior secured loan
$36.51M
$38.20M
-$1.68M
+4.00%
2029-04
Diamond Insure Bidco (dba Acturis)
Insurance
First lien senior secured GBP term loan
GBP 35.74M
GBP 33.79M
GBP 1.94M
+4.25%
2031-07
VEPF Torreys Aggregator, LLC (dba MINDBODY, Inc.)
Hotels, Restaurants & Leisure
Series A Preferred Stock
$35.43M
$31.78M
$3.65M
RealPage, Inc.
Real Estate Management & Development
First lien senior secured loan
$34.91M
$34.67M
$244.0K
+3.75%
2028-04
Artifact Bidco, Inc. (dba Avetta)
Application Software
First lien senior secured loan
$34.58M
$34.44M
$144.0K
+4.25%
2031-07
Bracket Intermediate Holding Corp.
Life Sciences Tools & Services
First lien senior secured loan
$34.37M
$34.31M
$67.0K
+4.25%
2028-05
Pluralsight, LLC
IT Services
First lien senior secured loan #2
$33.96M
$34.30M
-$343.0K
2029-08
Talon MidCo 2 Limited
Systems Software
First lien senior secured loan #1
$33.45M
$33.45M
$7.0K
+5.18%
2028-08
Commander Buyer, Inc. (dba CenExel)
Life Sciences Tools & Services
First lien senior secured loan
$33.05M
$32.96M
$94.0K
+4.75%
2032-06
Bamboo US BidCo LLC
Life Sciences Tools & Services
First lien senior secured delayed draw term loan
$32.03M
$32.01M
$22.0K
+5.25%
2030-09
ModMed Software Midco Holdings, Inc. (dba ModMed)
Health Care Technology
Series A Preferred Units
$31.81M
$31.57M
$243.0K
Pluralsight, LLC
IT Services
First lien senior secured loan #1
$30.44M
$30.75M
-$308.0K
+3.00%
2029-08
Saturn Ultimate, Inc.
Application Software
Common stock
$30.24M
$25.01M
$5.23M
Elliott Alto Co-Investor Aggregator L.P.
Systems Software
LP Interest
$30.20M
$21.93M
$8.27M
Icefall Parent, Inc. (dba EngageSmart)
Diversified Consumer Services
First lien senior secured loan
$30.07M
$30.07M
$0.00
+4.50%
2030-01
CoreTrust Purchasing Group LLC
Diversified Support Services
First lien senior secured loan
$29.86M
$29.88M
-$22.0K
+5.25%
2029-10
Delta TopCo, Inc. (dba Infoblox, Inc.)
Systems Software
Second lien senior secured loan
$29.82M
$29.98M
-$153.0K
+5.25%
2030-11
Boxer Parent Company Inc. (f/k/a BMC)
Application Software
First lien senior secured loan
$29.78M
$29.59M
$196.0K
+3.00%
2031-07
JumpCloud, Inc.
IT Services
Series F Preferred Stock
$28.34M
$40.02M
-$11.67M
Arctic Wolf Networks, Inc.
Systems Software
Preferred Stock
$28.15M
$25.04M
$3.11M
PDI TA Holdings, Inc.
Multiline Retail
First lien senior secured loan
$27.86M
$27.70M
$155.0K
+5.50%
2031-02
JS Parent, Inc. (dba Jama Software)
Application Software
First lien senior secured loan
$27.08M
$27.03M
$46.0K
+4.75%
2031-04
CP PIK DEBT ISSUER, LLC (dba CivicPlus, LLC)
Application Software
Unsecured notes
$26.53M
$26.28M
$249.0K
2034-06
Computer Services, Inc. (dba CSI)
Diversified Financial Services
First lien senior secured loan #2
$26.39M
$26.28M
$115.0K
+4.75%
2029-11
GI Ranger Intermediate, LLC (dba Rectangle Health)
Health Care Technology
First lien senior secured loan
$26.21M
$26.46M
-$246.0K
+5.75%
2028-10
BCPE Osprey Buyer, Inc. (dba PartsSource)
Health Care Technology
First lien senior secured delayed draw term loan
$24.52M
$24.34M
$179.0K
+5.75%
2028-08
NMI Acquisitionco, Inc. (dba Network Merchants)
Diversified Financial Services
First lien senior secured loan
$24.17M
$24.14M
$31.0K
+4.50%
2028-09
Eagan Parent, Inc. (dba Elite)
Diversified Consumer Services
First lien senior secured loan
$23.56M
$23.56M
-$1.0K
+4.50%
2032-09
CloudPay, Inc.
Professional Services
First lien senior secured loan
$23.46M
$24.25M
-$793.0K
+7.50%
2029-07
SimpliSafe Holding Corporation
Commercial Services & Supplies
First lien senior secured loan
$23.34M
$23.34M
-$6.0K
+6.25%
2028-05
Diligent Preferred Issuer, Inc. (dba Diligent Corporation)
Application Software
Preferred Stock
$22.55M
$23.48M
-$933.0K
Sitecore Holding III A/S
Systems Software
First lien senior secured loan
$21.98M
$21.94M
$39.0K
+3.25%
2029-03
CloudPay, Inc.
Professional Services
Series E Preferred Stock
$21.90M
$21.91M
-$8.0K
Natural Partners, LLC
Health Care Providers & Services
First lien senior secured loan
$21.88M
$21.86M
$28.0K
+4.50%
2030-11
Armstrong Bidco Limited
Application Software
First lien senior secured GBP term loan
GBP 21.66M
GBP 20.19M
GBP 1.47M
+5.25%
2029-06
Brooklyn Lender Co-Invest 2, L.P. (dba Boomi)
Systems Software
Common Units
$21.30M
$12.69M
$8.61M
AAM Series 2.1 Aviation Feeder, LLC
Diversifed Financial Services
Specialty finance debt investment
$21.24M
$21.24M
-$7.0K
2030-11
Foundation Consumer Brands, LLC
Pharmaceuticals
First lien senior secured loan
$20.97M
$20.99M
-$19.0K
+5.00%
2029-02
Hg Genesis 8 Sumoco Limited
Diversified Financial Services
Unsecured facility
GBP 20.37M
GBP 19.17M
GBP 1.20M
2027-09
Engage Debtco Limited
Health Care Providers & Services
First lien senior secured loan
$20.32M
$20.66M
-$341.0K
+3.18%
2029-07
Zoro TopCo, Inc.
Application Software
Series A Preferred Equity
$20.20M
$20.21M
-$13.0K
Kaseya Inc.
IT Services
Second lien senior secured loan
$19.88M
$19.81M
$64.0K
+5.00%
2033-03
Sovos Compliance, LLC
Professional Services
First lien senior secured loan
$19.27M
$19.25M
$17.0K
+3.25%
2029-08
Barracuda Parent, LLC
Systems Software
First lien senior secured loan #1
$19.09M
$20.40M
-$1.31M
+4.50%
2029-08
Project Hotel California Co-Invest Fund, L.P.
Systems Software
LP Interest
$19.08M
$14.72M
$4.36M
Barracuda Parent, LLC
Systems Software
First lien senior secured loan #2
$18.65M
$19.90M
-$1.25M
+6.50%
2029-08
Greenway Health, LLC
Health Care Technology
First lien senior secured loan
$18.53M
$18.52M
$7.0K
+6.75%
2029-04
Blue Owl Credit SLF LLC
LLC Interest
$18.49M
$18.70M
-$208.0K
Zoro TopCo, L.P.
Application Software
Class A Common Units
$18.45M
$17.74M
$716.0K
Asurion, LLC
Insurance
First lien senior secured loan
$18.35M
$18.22M
$132.0K
+4.25%
2028-08
Bamboo US BidCo LLC
Life Sciences Tools & Services
First lien senior secured EUR term loan
EUR 18.30M
EUR 16.76M
EUR 1.54M
+5.25%
2030-09
SLA Eclipse Co-Invest, L.P.
Diversified Consumer Services
LP Interest
$18.27M
$15.31M
$2.97M
Bristol Hospice L.L.C.
Health Care Providers & Services
First lien senior secured loan
$18.17M
$18.17M
$0.00
+5.00%
2032-08
Space Exploration Technologies Corp.
Aerospace & Defense
Class C Common Stock
$18.13M
$4.01M
$14.12M
Algolia, Inc.
Systems Software
Series C Preferred Stock
$17.52M
$10.00M
$7.52M
Flexera Software LLC
IT Services
First lien senior secured loan
$17.52M
$17.52M
-$2.0K
+4.75%
2032-08
Project Alpine Co-Invest Fund, LP
Application Software
LP Interest
$17.51M
$16.38M
$1.13M
AlphaSense, LLC
Application Software
Series E Preferred Shares
$17.01M
$13.18M
$3.83M
Aptean Acquiror, Inc. (dba Aptean)
Industrial Conglomerates
First lien senior secured loan
$16.83M
$16.75M
$73.0K
+4.75%
2031-01
Paradigmatic Holdco LLC (dba Pluralsight)
IT Services
Common stock
$16.69M
$26.85M
-$10.16M
Chrome Investors LP
Systems Software
LP Interest
$16.41M
$16.42M
-$10.0K
Illumio, Inc.
Systems Software
Series F Preferred Stock
$15.80M
$16.68M
-$882.0K
AAM Series 1.1 Rail and Domestic Intermodal Feeder, LLC
Diversifed Financial Services
Specialty finance debt investment
$15.52M
$15.51M
$9.0K
2030-07
Simplicity Financial Marketing Group Holdings, Inc.
Insurance
First lien senior secured loan
$15.34M
$15.19M
$148.0K
+5.00%
2031-12
Valeris, Inc. (fka Phantom Purchaser, Inc.)
Health Care Providers & Services
First lien senior secured loan #2
$15.08M
$15.02M
$69.0K
+4.75%
2031-09
Sophos Holdings, LLC
Systems Software
First lien senior secured loan
EUR 14.51M
EUR 14.52M
-EUR 10.0K
+3.50%
2027-03
Circle Internet Services, Inc.
Systems Software
Series D Preferred Stock
$14.18M
$15.00M
-$825.0K
Sensor Technology Topco, Inc. (dba Humanetics)
Professional Services
First lien senior secured EUR term loan
EUR 13.83M
EUR 12.73M
EUR 1.10M
+7.25%
2028-05
OneOncology, LLC
Health Care Providers & Services
First lien senior secured delayed draw term loan
$13.79M
$13.76M
$33.0K
+5.00%
2030-06
Coherent Group Inc.
Insurance
Series B Preferred Shares
$13.51M
$12.21M
$1.30M
Tamarack Intermediate, L.L.C. (dba Verisk 3E)
Application Software
First lien senior secured loan
$12.96M
$12.82M
$139.0K
+5.00%
2029-03
CCM Midco, LLC (f/k/a Cresset Capital Management, LLC)
Capital Markets
First lien senior secured loan
$12.60M
$12.52M
$80.0K
+4.75%
2030-06
Bolt Technology OÜ
Road & Rail
Preferred Stock
$12.48M
$11.32M
$1.16M
AAM Series 2.1 Aviation Feeder, LLC
Diversified Financial Services
Specialty finance equity investment
$12.47M
$10.72M
$1.75M
Acorns Grow Incorporated
Capital Markets
Series F Preferred Stock
$11.59M
$11.67M
-$82.0K
AAM Series 1.1 Rail and Domestic Intermodal Feeder, LLC
Diversified Financial Services
Specialty finance equity investment
$11.03M
$9.18M
$1.85M
Neptune Holdings, Inc. (dba NexTech)
Health Care Technology
First lien senior secured loan
$10.84M
$10.82M
$14.0K
+4.50%
2030-08
Asurion, LLC
Insurance
Second lien senior secured loan
$10.54M
$10.73M
-$196.0K
+5.25%
2028-01
Romulus Intermediate Holdings 1 Inc. (dba PetVet Care Centers)
Health Care Providers & Services
Series A Preferred Stock
$10.18M
$10.99M
-$809.0K
BCPE Osprey Buyer, Inc. (dba PartsSource)
Health Care Technology
First lien senior secured revolving loan
$10.07M
$10.16M
-$85.0K
+5.75%
2026-08
Axonius, Inc.
Systems Software
Series E Preferred Stock
$10.00M
$8.15M
$1.85M
Brex, Inc.
Diversified Financial Services
Class A Units
$10.00M
$10.00M
$0.00
Storable, Inc.
Equity Real Estate Investment Trusts (REITs)
First lien senior secured loan
$9.97M
$9.92M
$51.0K
+3.25%
2031-04
XPLOR T1, LLC
Application Software
First lien senior secured loan
$9.88M
$9.90M
-$29.0K
+3.50%
2031-06
Indikami Bidco, LLC (dba IntegriChain)
Health Care Technology
First lien senior secured revolving loan #1
$9.71M
$9.75M
-$37.0K
+6.00%
2030-06
Diamond Insure Bidco (dba Acturis)
Insurance
First lien senior secured EUR term loan
EUR 9.54M
EUR 8.67M
EUR 868.0K
+4.00%
2031-07
Thunder Topco L.P. (dba Vector Solutions)
Professional Services
Common Units
$9.35M
$7.86M
$1.49M
Pacific BidCo Inc.
Pharmaceuticals
First lien senior secured loan
$9.13M
$9.04M
$86.0K
+4.12%
2029-08
Valeris, Inc. (fka Phantom Purchaser, Inc.)
Health Care Providers & Services
First lien senior secured loan #1
$8.84M
$8.83M
$14.0K
+5.00%
2031-09
Vermont Aus Pty Ltd
Health Care Providers & Services
First lien senior secured AUD term loan
AUD 8.53M
AUD 8.04M
AUD 496.0K
+5.75%
2028-03
HARNESS INC.
Systems Software
Series D Preferred Stock
$8.31M
$9.17M
-$855.0K
Ministry Brands Holdings, LLC
Application Software
First lien senior secured loan
$8.10M
$8.07M
$25.0K
+5.50%
2028-12
Integrated Specialty Coverages, LLC
Insurance
First lien senior secured loan
$7.73M
$7.74M
-$5.0K
+4.75%
2030-07
Nscale Global Holdings Limited
IT Services
Preferred equity
$7.51M
$7.51M
$0.00
Appfire Technologies, LLC
Systems Software
First lien senior secured loan
$7.36M
$7.36M
-$2.0K
+5.00%
2028-03
Vestwell Holdings, Inc.
Professional Services
Series D Preferred Stock
$6.45M
$6.02M
$430.0K
LSI Financing 1 DAC
Pharmaceuticals
Specialty finance equity investment
$6.42M
$7.04M
-$621.0K
Replicated, Inc.
IT Services
Series C Preferred Stock
$6.32M
$20.01M
-$13.69M
Flexera Software LLC
IT Services
First lien senior secured EUR term loan
EUR 6.21M
EUR 6.19M
EUR 19.0K
+4.75%
2032-08
TravelPerk, Inc.
Professional Services
Warrants
$5.76M
$4.45M
$1.32M
Nscale Global Holdings Limited
IT Services
Series B Preferred Shares
$5.00M
$5.00M
$0.00
Circle Internet Services, Inc.
Systems Software
Series E Preferred Stock
$4.98M
$6.92M
-$1.94M
Dodge Construction Network LLC
Construction & Engineering
First lien senior secured loan #2
$4.93M
$4.97M
-$36.0K
+4.75%
2029-02
Blue Owl Cross-Strategy Opportunities LLC
Asset based lending and fund finance
Specialty finance equity investment
$4.91M
$4.91M
$0.00
BCTO WIW Holdings, Inc. (dba When I Work)
Professional Services
Senior convertible notes
$4.69M
$4.69M
$0.00
2030-08
LogRhythm, Inc.
Systems Software
First lien senior secured loan
$4.57M
$4.64M
-$64.0K
+7.50%
2029-07
EShares, Inc. (dba Carta)
Application Software
Series E Preferred Stock
$4.55M
$2.01M
$2.54M
KWOL Acquisition, Inc. (dba Worldwide Clinical Trials)
Health Care Providers & Services
Class A Interest
$4.40M
$3.52M
$880.0K
Dodge Construction Network LLC
Construction & Engineering
First lien senior secured loan #1
$4.32M
$4.29M
$31.0K
+6.25%
2029-01
AmeriLife Holdings LLC
Insurance
First lien senior secured delayed draw term loan
$4.11M
$4.12M
-$3.0K
+4.81%
2029-08
Granicus, Inc.
Application Software
First lien senior secured loan
$3.96M
$3.94M
$14.0K
+3.50%
2031-01
Brex, Inc.
Diversified Financial Services
Preferred Stock
$3.68M
$5.01M
-$1.33M
Athenahealth Group Inc.
Health Care Technology
First lien senior secured loan
$3.46M
$3.43M
$26.0K
+2.75%
2029-02
BEHP Co-Investor II, L.P.
Health Care Technology
LP Interest
$3.34M
$1.90M
$1.44M
WP Irving Co-Invest, L.P.
Health Care Technology
Partnership Units
$3.29M
$1.85M
$1.44M
Bayshore Intermediate #2, L.P. (dba Boomi)
Systems Software
First lien senior secured revolving loan
$3.26M
$3.23M
$26.0K
+5.00%
2027-10
Proofpoint, Inc.
Professional Services
First lien senior secured loan
$3.15M
$3.13M
$23.0K
+3.00%
2028-08
ConnectWise, LLC
Systems Software
First lien senior secured loan
$3.04M
$3.03M
$4.0K
+3.50%
2028-09
Coherent Group Inc.
Insurance
Convertible notes
$3.03M
$3.03M
-$1.0K
+5.30%
2026-03
Algolia, Inc.
Systems Software
Series D Preferred Stock
$3.03M
$4.00M
-$973.0K
Insight CP (Blocker) Holdings, L.P. (dba CivicPlus, LLC)
Application Software
LP Interest
$2.86M
$2.29M
$577.0K
Innovation Ventures HoldCo, LLC (dba 5 Hour Energy)
Beverages
First lien senior secured loan
$2.60M
$2.58M
$15.0K
+6.25%
2027-03
Amergin Asset Management, LLC
Diversified Financial Services
Specialty finance equity investment
$2.58M
$783.0K
$1.79M
Smarsh Inc.
Diversified Financial Services
First lien senior secured revolving loan
$2.40M
$2.41M
-$4.0K
+4.75%
2029-02
Simpler Postage, Inc. (dba Easypost)
Application Software
Warrants
$2.36M
$2.63M
-$279.0K
Talon MidCo 2 Limited
Systems Software
First lien senior secured loan #2
$2.26M
$2.26M
$1.0K
+5.17%
2028-08
Walker Edison Furniture Company LLC
Internet & Direct Marketing Retail
First lien senior secured loan #1
$2.07M
$13.53M
-$11.46M
2027-03
Indikami Bidco, LLC (dba IntegriChain)
Health Care Technology
First lien senior secured delayed draw term loan
$2.05M
$2.01M
$42.0K
+6.00%
2030-12
Walker Edison Furniture Company LLC
Internet & Direct Marketing Retail
First lien senior secured loan #2
$2.02M
$2.00M
$15.0K
2026-02
Nylas, Inc.
Application Software
Series C Preferred Stock
$1.88M
$15.01M
-$13.13M
Baypine Commander Co-Invest, LP
Life Sciences Tools & Services
LP Interest
$1.81M
$1.81M
$0.00
Orange Blossom Parent, Inc.
Health Care Technology
Common Units
$1.72M
$1.67M
$55.0K
Illumio, Inc.
Systems Software
Common stock
$1.65M
$2.43M
-$783.0K
Salinger Bidco Inc. (dba Surgical Information Systems)
Health Care Technology
First lien senior secured revolving loan
$1.52M
$1.51M
$17.0K
+5.75%
2031-05
Juniper Square, Inc.
Diversified Financial Services
Warrants
$1.47M
$2.13M
-$657.0K
Pacific BidCo Inc.
Pharmaceuticals
First lien senior secured delayed draw term loan
$947.0K
$938.0K
$9.0K
+5.75%
2029-08
AmeriLife Holdings LLC
Insurance
First lien senior secured revolving loan #1
$792.0K
$796.0K
-$4.0K
+5.00%
2028-08
Circle Internet Services, Inc.
Systems Software
Series F Preferred Stock
$788.0K
$1.50M
-$712.0K
JumpCloud, Inc.
IT Services
Series B Preferred Stock
$782.0K
$4.53M
-$3.75M
Circle Internet Services, Inc.
Systems Software
Subordinated Convertible Security
$759.0K
$759.0K
$0.00
Pye-Barker Fire & Safety, LLC
Commercial Services & Supplies
First lien senior secured revolving loan
$668.0K
$665.0K
$3.0K
+4.50%
2030-05
Accelerate Topco Holdings, LLC
Insurance
Common Units
$612.0K
$612.0K
$0.00
Granicus, Inc.
Application Software
First lien senior secured delayed draw term loan
$585.0K
$582.0K
$3.0K
+3.00%
2031-01
Circle Internet Services, Inc.
Systems Software
Warrants
$567.0K
$6.0K
$561.0K
XOMA Corporation
Pharmaceuticals
Warrants
$444.0K
$174.0K
$270.0K
Dodge Construction Network Holdings, L.P.
Construction & Engineering
Class A-2 Common Units
$361.0K
$2.84M
-$2.48M
Alpha Partners Technology Merger Corp
Application Software
Common stock
$339.0K
$1.00M
-$661.0K
Galway Borrower LLC
Insurance
First lien senior secured delayed draw term loan
$292.0K
$292.0K
$0.00
+4.50%
2028-09
Walker Edison Furniture Company LLC
Internet & Direct Marketing Retail
First lien senior secured revolving loan
$236.0K
$4.50M
-$4.26M
+6.25%
2027-03
Bird Holding B.V. (fka MessageBird Holding B.V.)
Application Software
Extended Series C Warrants
$213.0K
$1.17M
-$961.0K
Alpha Partners Technology Merger Corp
Application Software
Warrants
$113.0K
Aptean Acquiror, Inc. (dba Aptean)
Industrial Conglomerates
First lien senior secured revolving loan
$93.0K
$90.0K
$3.0K
+4.34%
2031-01
Dodge Construction Network Holdings, L.P.
Construction & Engineering
Series A Preferred Units
$42.0K
$69.0K
-$27.0K
Blend Labs, Inc.
Thrifts & Mortgage Finance
Warrants
$7.0K
$1.63M
-$1.62M
Walker Edison Holdco LLC
Internet & Direct Marketing Retail
Common Units
$0.00
$9.50M
-$9.50M
Sensor Technology Topco, Inc. (dba Humanetics)
Professional Services
First lien senior secured revolving loan
-$2.0K
Flexera Software LLC
IT Services
First lien senior secured revolving loan
-$3.0K
Foundation Consumer Brands, LLC
Pharmaceuticals
First lien senior secured revolving loan
-$3.0K
Natural Partners, LLC
Health Care Providers & Services
First lien senior secured revolving loan
-$4.0K
Ministry Brands Holdings, LLC
Application Software
First lien senior secured revolving loan
-$6.0K
Bristol Hospice L.L.C.
Health Care Providers & Services
First lien senior secured revolving loan
-$9.0K
AmeriLife Holdings LLC
Insurance
First lien senior secured delayed draw term loan #2
-$13.0K
Packaging Coordinators Midco, Inc.
Health Care Equipment & Supplies
First lien senior secured revolving loan #2
-$13.0K
CivicPlus, LLC
Application Software
First lien senior secured revolving loan
-$15.0K
Commander Buyer, Inc. (dba CenExel)
Life Sciences Tools & Services
First lien senior secured revolving loan
-$15.0K
Eagan Parent, Inc. (dba Elite)
Diversified Consumer Services
First lien senior secured delayed draw term loan
-$15.0K
Valeris, Inc. (fka Phantom Purchaser, Inc.)
Health Care Providers & Services
First lien senior secured revolving loan
-$15.0K
Eagan Parent, Inc. (dba Elite)
Diversified Consumer Services
First lien senior secured revolving loan
-$16.0K
LogRhythm, Inc.
Systems Software
First lien senior secured revolving loan
-$18.0K
CCI BUYER, INC. (dba Consumer Cellular)
Wireless Telecommunication Services
First lien senior secured revolving loan
-$22.0K
GS Acquisitionco, Inc. (dba insightsoftware)
Application Software
First lien senior secured delayed draw term loan #1
-$26.0K
GI Ranger Intermediate, LLC (dba Rectangle Health)
Health Care Technology
First lien senior secured revolving loan
-$44.0K
AI Titan Parent, Inc. (dba Prometheus Group)
Application Software
First lien senior secured delayed draw term loan
-$50.0K
Pluralsight, LLC
IT Services
First lien senior secured revolving loan
-$51.0K
AlphaSense, Inc.
Application Software
First lien senior secured delayed draw term loan #1
-$59.0K
Deerfield Dakota Holdings
Diversified Financial Services
First lien senior secured revolving loan
-$59.0K
AlphaSense, Inc.
Application Software
First lien senior secured delayed draw term loan #2
-$60.0K
Packaging Coordinators Midco, Inc.
Health Care Equipment & Supplies
First lien senior secured revolving loan #1
-$62.0K
AI Titan Parent, Inc. (dba Prometheus Group)
Application Software
First lien senior secured revolving loan
-$63.0K
Himalaya Topco LLC (dba HealthEdge)
Health Care Technology
First lien senior secured delayed draw term loan #1
-$64.0K
Himalaya Topco LLC (dba HealthEdge)
Health Care Technology
First lien senior secured delayed draw term loan #2
-$64.0K
Modernizing Medicine, Inc. (dba ModMed)
Health Care Technology
First lien senior secured revolving loan
-$68.0K
Accommodations Plus Technologies LLC
Airlines
First lien senior secured revolving loan
-$75.0K
Einstein Parent, Inc. (dba Smartsheet)
Application Software
First lien senior secured revolving loan
-$109.0K
Tricentis Operations Holdings, Inc.
Systems Software
First lien senior secured delayed draw term loan
-$112.0K
Interoperability Bidco, Inc. (dba Lyniate)
Health Care Technology
First lien senior secured delayed draw term loan
-$114.0K
Pluralsight, LLC
IT Services
First lien senior secured delayed draw term loan
-$126.0K
Denali Intermediate Holdings, Inc. (dba Dun & Bradstreet)
Capital Markets
First lien senior secured revolving loan
-$130.0K
Tricentis Operations Holdings, Inc.
Systems Software
First lien senior secured revolving loan
-$140.0K
Himalaya Topco LLC (dba HealthEdge)
Health Care Technology
First lien senior secured revolving loan
-$145.0K
Severin Acquisition, LLC (dba PowerSchool)
IT Services
First lien senior secured revolving loan
-$146.0K
Crewline Buyer, Inc. (dba New Relic)
Systems Software
First lien senior secured revolving loan
-$160.0K
PetVet Care Centers, LLC
Health Care Providers & Services
First lien senior secured delayed draw term loan
-$666.0K
Securonix, Inc.
Systems Software
First lien senior secured revolving loan
-$730.0K
PetVet Care Centers, LLC
Health Care Providers & Services
First lien senior secured revolving loan
-$806.0K
Disclosed holdings FV
$12.88B
Parsed holdings FV
$12.96B
Residual gap
-$80.92M
Balance-sheet cash
$397.13M
CIK
0001747777
Accession
0001747777-25-000048
Form type
10-Q
Period
2025-09-30