BDC·info
OTF

Blue Owl Technology Finance Corp

Period
SEC EDGAR ↗
Portfolio Fair Value
$12.96B
308 holdings
Avg Spread
+5.20%
FV-weighted, debt
Avg Coupon
FV-weighted
% First Lien
76.6%
of debt FV
Unrealized P/L
+$275.91M
+2.18% of cost
Non-Accrual
2
text-detected

Balance sheet

Assets$13.04B
Liabilities + Equity$13.04B
First Lien
$9.75B · 74.7%
Equity
$1.52B · 11.7%
Debt (Borrowings)
$4.75B · 36.4%
Net Assets (Equity)
$7.99B · 61.2%

Industry Composition

Systems Software
19.7%
Health Care Technology
14.2%
Application Software
12.7%
Diversified Financial Services
8.2%
IT Services
5.7%
Professional Services
4.8%
Insurance
4.1%
Health Care Providers & Services
3.0%
Diversified Consumer Services
2.8%
Internet & Direct Marketing Retail
2.3%
Life Sciences Tools & Services
2.2%
Pharmaceuticals
2.0%
Other industries
18.2%

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 319
IssuerIndustryType
Fair Value
Cost
Unrealized
Coupon
Spread
Maturity
Crewline Buyer, Inc. (dba New Relic)
Systems Software
First lien senior secured loan
$211.10M
$210.99M
$110.0K
+6.75%
2030-11
Aerosmith Bidco 1 Limited (dba Audiotonix)
Entertainment
First lien senior secured loan
$197.06M
$196.00M
$1.05M
+5.25%
2031-07
Inovalon Holdings, Inc.
Health Care Technology
First lien senior secured loan
$190.52M
$190.24M
$278.0K
+3.00%
2028-11
Litera Bidco LLC
Diversified Consumer Services
First lien senior secured loan
$188.24M
$188.09M
$152.0K
+5.00%
2028-05
Acquia Inc.
Systems Software
First lien senior secured loan
$185.00M
$188.13M
-$3.13M
+7.00%
2026-10
Spaceship Purchaser, Inc. (dba Squarespace)
IT Services
First lien senior secured loan
$180.40M
$180.09M
$311.0K
+5.00%
2031-10
Magnet Forensics, LLC (f/k/a Grayshift, LLC)
Application Software
First lien senior secured loan
$175.91M
$175.99M
-$86.0K
+4.50%
2028-07
Creek Parent, Inc. (dba Catalent)
Life Sciences Tools & Services
First lien senior secured loan
$174.45M
$172.69M
$1.76M
+5.25%
2031-12
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
$173.45M
$173.52M
-$73.0K
+4.50%
2029-12
Arctic Wolf Networks, Inc.
Systems Software
Senior convertible notes
$170.74M
$170.74M
$0.00
2030-11
Fifth Season Investments LLC
Insurance
Class A Units
$163.84M
$157.02M
$6.82M
Intelerad Medical Systems Incorporated (fka 11849573 Canada Inc.)
Health Care Technology
First lien senior secured loan
$160.66M
$163.44M
-$2.78M
+6.50%
2026-08
Zendesk, Inc.
Application Software
First lien senior secured loan
$157.22M
$156.26M
$963.0K
+5.00%
2028-11
Computer Services, Inc. (dba CSI)
Diversified Financial Services
First lien senior secured loan #1
$156.45M
$156.52M
-$73.0K
+5.25%
2029-11
CT Technologies Intermediate Holdings, Inc.
Health Care Technology
(& Smart Holdings Corp.) (dba Datavant), First lien senior secured loan
$155.44M
$155.22M
$225.0K
+5.00%
2031-08
Bayshore Intermediate #2, L.P. (dba Boomi)
Systems Software
First lien senior secured loan
$154.96M
$155.00M
-$36.0K
+2.88%
2028-10
Finastra USA, Inc.
Banks
First lien senior secured loan
$152.53M
$151.90M
$632.0K
+7.25%
2029-09
Hyland Software, Inc.
Health Care Technology
First lien senior secured loan
$149.06M
$149.11M
-$51.0K
+5.00%
2030-09
H&F Opportunities LUX III S.À R.L (dba Checkmarx)
Systems Software
First lien senior secured loan
$148.89M
$148.15M
$740.0K
+6.50%
2027-04
BTRS Holdings Inc. (dba Billtrust)
Diversified Financial Services
First lien senior secured loan
$148.63M
$148.74M
-$118.0K
+5.50%
2028-12
Sitecore Holding III A/S
Systems Software
First lien senior secured EUR term loan
EUR 147.31M
EUR 133.96M
EUR 13.35M
+3.25%
2029-03
Minotaur Acquisition, Inc. (dba Inspira Financial)
Diversified Financial Services
First lien senior secured loan
$144.58M
$144.09M
$495.0K
+5.00%
2030-06
Modernizing Medicine, Inc. (dba ModMed)
Health Care Technology
First lien senior secured loan
$144.00M
$144.04M
-$35.0K
+2.50%
2032-04
Minerva Holdco, Inc.
Health Care Technology
Senior A Preferred Stock
$142.33M
$140.86M
$1.47M
Signifyd Inc.
Internet & Direct Marketing Retail
Preferred equity
$142.31M
$145.39M
-$3.08M
Thunder Purchaser, Inc. (dba Vector Solutions)
Professional Services
First lien senior secured loan
$139.06M
$138.36M
$696.0K
+5.50%
2028-06
Relativity ODA LLC
Diversified Consumer Services
First lien senior secured loan
$137.24M
$136.85M
$388.0K
+4.50%
2029-05
Indikami Bidco, LLC (dba IntegriChain)
Health Care Technology
First lien senior secured loan
$133.31M
$132.87M
$437.0K
+4.00%
2030-12
Sitecore USA, Inc.
Systems Software
First lien senior secured loan
$130.40M
$130.15M
$258.0K
+3.25%
2029-03
Monotype Imaging Holdings Inc.
Media
First lien senior secured loan
$129.32M
$128.98M
$345.0K
+5.50%
2031-02
Revolut Ribbit Holdings, LLC
Diversified Financial Services
LLC Interest
$121.21M
$75.29M
$45.92M
Packaging Coordinators Midco, Inc.
Health Care Equipment & Supplies
First lien senior secured loan
$121.03M
$120.98M
$47.0K
+4.75%
2032-01
Oranje Holdco, Inc. (dba KnowBe4)
Systems Software
First lien senior secured loan #1
$119.64M
$119.59M
$49.0K
+7.75%
2029-02
Databricks, Inc.
Systems Software
First lien senior secured loan
$114.41M
$114.20M
$208.0K
+4.50%
2031-01
Interoperability Bidco, Inc. (dba Lyniate)
Health Care Technology
First lien senior secured loan
$113.97M
$115.38M
-$1.41M
+5.75%
2028-03
Tricentis Operations Holdings, Inc.
Systems Software
First lien senior secured loan
$112.63M
$112.73M
-$96.0K
+1.38%
2032-02
BCPE Osprey Buyer, Inc. (dba PartsSource)
Health Care Technology
First lien senior secured loan
$112.42M
$112.59M
-$171.0K
+5.75%
2028-08
LSI Financing 1 DAC
Pharmaceuticals
Preferred equity
$112.37M
$106.50M
$5.88M
LSI Financing LLC
Pharmaceuticals
Non-controlled/affiliated - equity commitments
$112.37M
Anaplan, Inc.
Application Software
First lien senior secured loan
$107.08M
$107.08M
$0.00
+4.50%
2029-06
Associations, Inc.
Buildings & Real Estate
First lien senior secured revolving loan
$105.87M
$105.87M
$4.0K
+6.50%
2028-07
Delinea Buyer, Inc. (f/k/a Centrify)
Systems Software
First lien senior secured loan
$105.18M
$103.89M
$1.30M
+5.75%
2028-03
RL Datix Holdings (USA), Inc.
Health Care Technology
First lien senior secured loan
$104.33M
$104.06M
$267.0K
+5.25%
2031-04
Einstein Parent, Inc. (dba Smartsheet)
Application Software
First lien senior secured loan
$104.14M
$104.18M
-$49.0K
+6.50%
2031-01
Storable Intermediate Holdings, LLC
Equity Real Estate Investment Trusts (REITs)
First lien senior secured loan
$103.02M
$103.03M
-$5.0K
2032-04
Ping Identity Holding Corp.
Systems Software
First lien senior secured loan
$102.09M
$102.15M
-$65.0K
+4.75%
2029-10
Severin Acquisition, LLC (dba PowerSchool)
IT Services
First lien senior secured delayed draw term loan
$94.95M
$95.07M
-$121.0K
+2.75%
2031-10
Salinger Bidco Inc. (dba Surgical Information Systems)
Health Care Technology
First lien senior secured loan
$94.45M
$94.32M
$136.0K
+5.75%
2031-08
Azurite Intermediate Holdings, Inc. (dba Alteryx, Inc.)
Systems Software
First lien senior secured loan
$94.05M
$93.17M
$884.0K
+6.00%
2031-03
CivicPlus, LLC
Application Software
First lien senior secured loan
$92.42M
$92.20M
$223.0K
+5.50%
2030-08
Smarsh Inc.
Diversified Financial Services
First lien senior secured revolving loan
$90.43M
$90.35M
$85.0K
+4.75%
2029-02
Blackhawk Network Holdings, Inc.
Diversified Financial Services
First lien senior secured loan
$90.37M
$89.91M
$460.0K
+4.00%
2029-03
Integrity Marketing Acquisition, LLC
Insurance
First lien senior secured loan
$90.02M
$89.81M
$214.0K
+5.00%
2028-08
Pluralsight, LLC
IT Services
Non-controlled/affiliated - equity commitments
$89.74M
Certinia Inc.
Professional Services
First lien senior secured loan
$88.23M
$87.91M
$328.0K
+5.25%
2030-08
QAD, Inc.
Industrial Conglomerates
First lien senior secured loan
$87.71M
$87.71M
-$1.0K
+4.75%
2027-11
Arctic Wolf Networks, Inc.
Systems Software
First lien senior secured loan
$87.50M
$87.55M
-$46.0K
+5.75%
2030-02
WMC Bidco, Inc. (dba West Monroe)
IT Services
Senior Preferred Stock
$84.90M
$85.32M
-$423.0K
Coupa Holdings, LLC
Application Software
First lien senior secured loan
$84.74M
$84.81M
-$64.0K
+5.25%
2030-02
BCTO BSI Buyer, Inc. (dba Buildertrend)
Household Durables
First lien senior secured loan
$83.69M
$83.45M
$243.0K
+6.50%
2026-12
EresearchTechnology, Inc. (dba Clario)
Health Care Providers & Services
First lien senior secured loan
$79.00M
$79.06M
-$60.0K
+4.75%
2032-01
Space Exploration Technologies Corp.
Aerospace & defense
Class A Common Stock
$78.96M
$23.01M
$55.94M
Catalis Intermediate, Inc. (fka GovBrands Intermediate, Inc.)
Application Software
First lien senior secured loan
$76.30M
$77.55M
-$1.25M
+5.50%
2027-08
Aurelia Netherlands B.V.
Internet & Direct Marketing Retail
First lien senior secured EUR term loan
EUR 76.23M
EUR 73.40M
EUR 2.83M
+4.75%
2031-05
ManTech International Corporation
Aerospace & defense
First lien senior secured loan
$76.12M
$76.17M
-$53.0K
+5.00%
2029-09
Diamondback Acquisition, Inc. (dba Sphera)
Application Software
First lien senior secured loan
$75.47M
$74.67M
$806.0K
+5.50%
2028-09
CCI BUYER, INC. (dba Consumer Cellular)
Wireless Telecommunication Services
First lien senior secured loan
$74.36M
$74.37M
-$10.0K
+5.00%
2032-05
Excalibur CombineCo, L.P.
Systems Software
Class A Units
$73.56M
$99.45M
-$25.89M
PetVet Care Centers, LLC
Health Care Providers & Services
First lien senior secured loan
$73.07M
$74.98M
-$1.91M
+6.00%
2030-11
MINDBODY, Inc.
Hotels, Restaurants & Leisure
First lien senior secured loan
$72.96M
$72.92M
$44.0K
+6.00%
2027-09
Inovalon Holdings, Inc.
Health Care Technology
Second lien senior secured loan
$72.23M
$72.23M
$0.00
2033-11
Covetrus, Inc.
Health Care Providers & Services
Second lien senior secured loan
$70.88M
$73.43M
-$2.55M
+9.25%
2030-10
Kaseya Inc.
IT Services
First lien senior secured loan
$70.06M
$69.53M
$531.0K
+3.25%
2032-03
Sensor Technology Topco, Inc. (dba Humanetics)
Professional Services
First lien senior secured loan
$68.46M
$68.48M
-$22.0K
+7.00%
2028-05
Gainsight, Inc.
Application Software
First lien senior secured loan
$67.75M
$67.38M
$377.0K
+5.75%
2027-07
EET Buyer, Inc. (dba e-Emphasys)
Building products
First lien senior secured loan
$67.56M
$67.25M
$306.0K
+4.75%
2027-11
Forescout Technologies, Inc.
Systems Software
First lien senior secured loan
$67.47M
$67.17M
$298.0K
+5.00%
2031-05
Infobip Inc.
Application Software
First lien senior secured loan
$66.69M
$66.70M
-$14.0K
+5.75%
2029-06
PerkinElmer U.S. LLC
Health Care Equipment & Supplies
First lien senior secured loan
$66.69M
$66.92M
-$229.0K
+4.75%
2029-03
Hg Genesis 9 SumoCo Limited
Diversified Financial Services
Unsecured facility
EUR 66.39M
EUR 61.23M
EUR 5.16M
2029-03
RL Datix Holdings (USA), Inc.
Health Care Technology
First lien senior secured GBP term loan
GBP 66.21M
GBP 61.24M
GBP 4.96M
+5.25%
2031-04
Cornerstone OnDemand, Inc.
Professional Services
Second lien senior secured loan
$65.93M
$70.99M
-$5.06M
+6.50%
2029-10
Knockout Intermediate Holdings I Inc. (dba Kaseya Inc.)
IT Services
Perpetual Preferred Stock
$65.75M
$65.73M
$26.0K
Klarna Holding AB
Consumer Finance
Subordinated Floating Rate Notes
$65.33M
$65.36M
-$26.0K
+7.00%
2034-04
Simpler Postage, Inc. (dba Easypost)
Application Software
First lien senior secured loan
$62.46M
$62.37M
$84.0K
+8.00%
2029-06
Help HP SCF Investor, LP
Systems Software
LP Interest
$59.92M
$59.38M
$538.0K
Trucordia Insurance Holdings, LLC
Insurance
Second lien senior secured loan
$59.90M
$59.90M
$0.00
+5.75%
2033-06
AlphaSense, Inc.
Application Software
First lien senior secured loan
$58.91M
$58.92M
-$5.0K
+6.25%
2029-06
Peraton Corp.
Aerospace & defense
Second lien senior secured loan
$58.76M
$83.84M
-$25.08M
+7.75%
2029-02
Juniper Square, Inc.
Diversified Financial Services
First lien senior secured loan
$56.58M
$56.62M
-$39.0K
+8.50%
2026-12
Hg Saturn Luchaco Limited
Diversified Financial Services
Unsecured facility
GBP 55.94M
GBP 51.88M
GBP 4.06M
2027-03
Activate Holdings (US) Corp. (dba Absolute Software)
Systems Software
First lien senior secured loan
$54.26M
$54.28M
-$18.0K
+5.50%
2030-07
GS Acquisitionco, Inc. (dba insightsoftware)
Application Software
First lien senior secured loan
$52.89M
$53.07M
-$174.0K
+5.25%
2028-05
AI Titan Parent, Inc. (dba Prometheus Group)
Application Software
First lien senior secured loan
$49.69M
$49.74M
-$50.0K
+4.50%
2031-08
Accommodations Plus Technologies LLC
Airlines
First lien senior secured loan
$48.48M
$48.48M
-$5.0K
+4.50%
2032-05
TK Operations Ltd (dba Travelperk, Inc.)
Professional Services
First lien senior secured loan
$48.32M
$47.83M
$491.0K
2029-05
Color Intermediate, LLC (dba ClaimsXten)
Health Care Technology
First lien senior secured loan
$47.55M
$47.70M
-$156.0K
+4.75%
2029-10
Halo Parent Newco, LLC
Systems Software
Class H PIK Preferred Equity
$45.95M
$48.85M
-$2.90M
KWOL Acquisition, Inc. (dba Worldwide Clinical Trials)
Health Care Providers & Services
First lien senior secured loan
$45.47M
$45.15M
$319.0K
+4.75%
2029-12
Entrata, Inc.
Real Estate Management & Development
First lien senior secured loan
$45.08M
$45.11M
-$24.0K
+5.75%
2030-07
Disco Parent, Inc. (dba Duck Creek Technologies, Inc.)
Insurance
First lien senior secured loan
$44.74M
$44.43M
$307.0K
+7.00%
2029-03
Securiti, Inc.
Systems Software
Series C Preferred Shares
$43.46M
$40.03M
$3.43M
Associations Finance, Inc.
Buildings & Real Estate
Unsecured notes
$42.63M
$42.52M
$108.0K
2030-05
AmeriLife Holdings LLC
Insurance
First lien senior secured loan
$41.41M
$41.45M
-$42.0K
+4.75%
2029-08
Barracuda Parent, LLC
Systems Software
Second lien senior secured loan
$41.35M
$44.02M
-$2.67M
+7.00%
2030-08
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
$40.00M
$39.68M
$324.0K
+5.50%
2027-04
Pye-Barker Fire & Safety, LLC
Commercial Services & Supplies
First lien senior secured loan
$39.58M
$39.55M
$36.0K
+4.50%
2031-05
Kajabi Holdings, LLC
Internet & Direct Marketing Retail
Senior Preferred Class D Units
$39.46M
$50.02M
-$10.56M
Cambrex Corporation
Health Care Equipment & Supplies
First lien senior secured loan
$38.97M
$38.70M
$264.0K
+4.75%
2032-03
Saturn Ultimate, Inc.
Application Software
Common stock
$38.03M
$25.01M
$13.02M
Linked Store Cayman Ltd. (dba Nuvemshop)
Internet & Direct Marketing Retail
Series E Preferred Stock
$38.00M
$42.50M
-$4.50M
Gerson Lehrman Group, Inc.
Professional Services
First lien senior secured loan
$37.70M
$37.55M
$143.0K
+5.00%
2027-12
Diamond Insure Bidco (dba Acturis)
Insurance
First lien senior secured GBP term loan
GBP 36.19M
GBP 33.78M
GBP 2.42M
+4.50%
2031-07
Securonix, Inc.
Systems Software
First lien senior secured loan
$36.17M
$37.75M
-$1.58M
+4.00%
2029-04
Talon MidCo 2 Limited
Systems Software
First lien senior secured loan
$35.81M
$35.80M
$8.0K
+5.18%
2028-08
Sunshine Software Holdings, Inc. (dba Cornerstone OnDemand, Inc.)
Professional Services
Series A Preferred Stock
$35.52M
$40.49M
-$4.98M
When I Work, Inc.
Professional Services
First lien senior secured loan
$35.23M
$35.99M
-$768.0K
+5.50%
2027-11
RealPage, Inc.
Real Estate Management & Development
First lien senior secured loan
$34.91M
$34.74M
$172.0K
+3.75%
2028-04
Artifact Bidco, Inc. (dba Avetta)
Application Software
First lien senior secured loan
$34.58M
$34.43M
$146.0K
+4.25%
2031-07
Bracket Intermediate Holding Corp.
Life Sciences Tools & Services
First lien senior secured loan
$34.38M
$34.40M
-$20.0K
+4.25%
2028-05
VEPF Torreys Aggregator, LLC (dba MINDBODY, Inc.)
Hotels, Restaurants & Leisure
Series A Preferred Stock
$33.95M
$30.93M
$3.02M
Pluralsight, LLC
IT Services
First lien senior secured loan #2
$33.30M
$33.30M
$0.00
2029-08
Commander Buyer, Inc. (dba CenExel)
Life Sciences Tools & Services
First lien senior secured loan
$32.95M
$32.95M
$0.00
+4.75%
2032-06
ModMed Software Midco Holdings, Inc. (dba ModMed)
Health Care Technology
Series A Preferred Units
$31.57M
$31.57M
$0.00
Fullsteam Operations, LLC
Application Software
First lien senior secured loan
$31.41M
$31.03M
$374.0K
+8.25%
2029-11
Icefall Parent, Inc. (dba EngageSmart)
Diversified Consumer Services
First lien senior secured loan
$31.04M
$30.85M
$193.0K
+5.75%
2030-01
Pluralsight, LLC
IT Services
First lien senior secured loan #1
$30.71M
$30.71M
$0.00
+3.00%
2029-08
Delta TopCo, Inc. (dba Infoblox, Inc.)
Systems Software
Second lien senior secured loan
$30.05M
$29.98M
$73.0K
+5.25%
2030-11
CoreTrust Purchasing Group LLC
Diversified Support Services
First lien senior secured loan
$29.94M
$29.96M
-$23.0K
+5.25%
2029-10
Boxer Parent Company Inc. (f/k/a BMC)
Application Software
First lien senior secured loan
$29.72M
$29.65M
$66.0K
+3.00%
2031-07
Bamboo US BidCo LLC
Life Sciences Tools & Services
First lien senior secured loan
$29.26M
$29.25M
$14.0K
+5.25%
2030-09
JumpCloud, Inc.
IT Services
Series F Preferred Stock
$28.34M
$40.02M
-$11.67M
PDI TA Holdings, Inc.
Multiline Retail
First lien senior secured loan
$27.78M
$27.77M
$16.0K
+5.50%
2031-02
JS Parent, Inc. (dba Jama Software)
Application Software
First lien senior secured loan
$27.15M
$27.10M
$49.0K
+4.75%
2031-04
Arctic Wolf Networks, Inc.
Systems Software
Preferred Stock
$26.90M
$25.04M
$1.86M
Oranje Holdco, Inc. (dba KnowBe4)
Systems Software
First lien senior secured loan #2
$26.58M
$26.47M
$110.0K
+7.25%
2029-02
CP PIK DEBT ISSUER, LLC (dba CivicPlus, LLC)
Application Software
Unsecured notes
$26.53M
$26.27M
$256.0K
2034-06
Elliott Alto Co-Investor Aggregator L.P.
Systems Software
LP Interest
$26.53M
$21.93M
$4.59M
Computer Services, Inc. (dba CSI)
Diversified Financial Services
First lien senior secured loan #2
$26.46M
$26.34M
$120.0K
+4.75%
2029-11
GI Ranger Intermediate, LLC (dba Rectangle Health)
Health Care Technology
First lien senior secured loan
$26.28M
$26.50M
-$226.0K
+5.75%
2028-10
Paradigmatic Holdco LLC (dba Pluralsight)
IT Services
Common stock
$25.73M
$26.85M
-$1.12M
NMI Acquisitionco, Inc. (dba Network Merchants)
Diversified Financial Services
First lien senior secured loan
$24.23M
$24.19M
$37.0K
+5.00%
2028-09
SimpliSafe Holding Corporation
Commercial Services & Supplies
First lien senior secured loan
$23.40M
$23.41M
-$7.0K
+6.25%
2028-05
Armstrong Bidco Limited
Application Software
First lien senior secured GBP term loan
GBP 22.05M
GBP 20.18M
GBP 1.87M
+5.00%
2029-06
BCPE Osprey Buyer, Inc. (dba PartsSource)
Health Care Technology
First lien senior secured delayed draw term loan
$21.95M
$21.73M
$217.0K
+5.75%
2028-08
Natural Partners, LLC
Health Care Providers & Services
First lien senior secured loan
$21.88M
$21.91M
-$24.0K
+4.50%
2030-11
Sitecore Holding III A/S
Systems Software
First lien senior secured loan
$21.63M
$21.59M
$43.0K
+3.25%
2029-03
Diligent Preferred Issuer, Inc. (dba Diligent Corporation)
Application Software
Preferred Stock
$21.54M
$22.29M
-$753.0K
OneOncology, LLC
Health Care Providers & Services
First lien senior secured loan
$21.26M
$21.22M
$43.0K
+4.75%
2030-06
Foundation Consumer Brands, LLC
Pharmaceuticals
First lien senior secured loan
$21.19M
$21.21M
-$18.0K
+5.00%
2029-02
Hg Genesis 8 Sumoco Limited
Diversified Financial Services
Unsecured facility
GBP 20.73M
GBP 19.17M
GBP 1.57M
2027-09
CloudPay, Inc.
Professional Services
Series E Preferred Stock
$20.63M
$20.64M
-$8.0K
Brooklyn Lender Co-Invest 2, L.P. (dba Boomi)
Systems Software
Common Units
$20.58M
$12.69M
$7.89M
CloudPay, Inc.
Professional Services
First lien senior secured loan
$20.37M
$20.82M
-$448.0K
+7.50%
2029-07
Project Hotel California Co-Invest Fund, L.P.
Systems Software
LP Interest
$19.74M
$14.72M
$5.03M
Zoro TopCo, Inc.
Application Software
Series A Preferred Equity
$19.52M
$19.54M
-$13.0K
Sovos Compliance, LLC
Professional Services
First lien senior secured loan
$19.34M
$19.16M
$177.0K
+4.00%
2029-08
Barracuda Parent, LLC
Systems Software
First lien senior secured loan #1
$18.96M
$20.32M
-$1.36M
+4.50%
2029-08
Greenway Health, LLC
Health Care Technology
First lien senior secured loan
$18.58M
$18.55M
$25.0K
+6.75%
2029-04
Barracuda Parent, LLC
Systems Software
First lien senior secured loan #2
$18.50M
$19.88M
-$1.38M
+6.50%
2029-08
Zoro TopCo, L.P.
Application Software
Class A Common Units
$18.45M
$17.74M
$716.0K
Bamboo US BidCo LLC
Life Sciences Tools & Services
First lien senior secured EUR term loan
EUR 18.33M
EUR 16.80M
EUR 1.53M
+5.25%
2030-09
Asurion, LLC
Insurance
First lien senior secured loan
$18.13M
$18.26M
-$133.0K
+4.25%
2028-08
Algolia, Inc.
Systems Software
Series C Preferred Stock
$17.52M
$10.00M
$7.52M
Project Alpine Co-Invest Fund, LP
Application Software
LP Interest
$17.51M
$16.38M
$1.13M
Kaseya Inc.
IT Services
Second lien senior secured loan
$17.50M
$17.43M
$79.0K
+5.00%
2033-03
SLA Eclipse Co-Invest, L.P.
Consumer products
LP Interest
$17.24M
$15.26M
$1.98M
Coherent Group LTD
Insurance
Non-controlled/affiliated - equity commitments
$16.53M
Aptean Acquiror, Inc. (dba Aptean)
Industrial Conglomerates
First lien senior secured loan
$16.48M
$16.41M
$75.0K
+4.75%
2031-01
Chrome Investors LP
Systems Software
LP Interest
$16.41M
$16.42M
-$10.0K
AAM Series 2.1 Aviation Feeder, LLC
Diversified Financial Services
First lien senior secured loan
$16.21M
$16.22M
-$9.0K
2030-11
Space Exploration Technologies Corp.
Aerospace & defense
Class C Common Stock
$15.86M
$4.01M
$11.85M
AAM Series 1.1 Rail and Domestic Intermodal Feeder, LLC
Diversified Financial Services
First lien senior secured loan
$15.26M
$15.25M
$9.0K
2030-07
Engage Debtco Limited
Health Care Providers & Services
First lien senior secured loan
$15.15M
$15.46M
-$312.0K
+3.33%
2029-07
Valeris, Inc. (fka Phantom Purchaser, Inc.)
Health Care Providers & Services
First lien senior secured loan #2
$15.05M
$15.05M
-$1.0K
+4.75%
2031-09
Illumio, Inc.
Systems Software
Series F Preferred Stock
$14.91M
$16.68M
-$1.78M
Sophos Holdings, LLC
Systems Software
First lien senior secured loan
$14.59M
$14.56M
$24.0K
+3.50%
2027-03
Circle Internet Services, Inc.
Systems Software
Series D Preferred Stock
$14.18M
$15.00M
-$825.0K
Simplicity Financial Marketing Group Holdings, Inc.
Insurance
First lien senior secured loan
$14.11M
$14.12M
-$12.0K
+5.00%
2031-12
AlphaSense, LLC
Application Software
Series E Preferred Shares
$13.90M
$13.18M
$720.0K
OneOncology, LLC
Health Care Providers & Services
First lien senior secured delayed draw term loan
$13.83M
$13.80M
$35.0K
+5.00%
2030-06
Sensor Technology Topco, Inc. (dba Humanetics)
Professional Services
First lien senior secured EUR term loan
EUR 13.75M
EUR 12.67M
EUR 1.09M
+7.25%
2028-05
Coherent Group Inc.
Insurance
Series B Preferred Shares
$13.50M
$12.21M
$1.29M
CCM Midco, LLC (f/k/a Cresset Capital Management, LLC)
Capital Markets
First lien senior secured loan
$12.57M
$12.53M
$39.0K
+5.00%
2030-06
Project Ruby Ultimate Parent Corp. (dba Wellsky)
Health Care Technology
First lien senior secured loan
$11.61M
$11.57M
$42.0K
+3.00%
2028-03
Acorns Grow Incorporated
Capital Markets
Series F Preferred Stock
$11.52M
$11.52M
-$3.0K
Bolt Technology OÜ
Road & Rail
Preferred Stock
$11.34M
$11.32M
$17.0K
AAM Series 2.1 Aviation Feeder, LLC
Diversified Financial Services
LLC Interest
$11.26M
$9.07M
$2.18M
Neptune Holdings, Inc. (dba NexTech)
Health Care Technology
First lien senior secured loan
$10.86M
$10.85M
$15.0K
+4.50%
2030-08
Storable, Inc.
Equity Real Estate Investment Trusts (REITs)
First lien senior secured loan
$10.68M
$10.66M
$15.0K
+3.25%
2031-04
Blue Owl Credit SLF LLC
LLC Interest
$10.49M
$10.58M
-$83.0K
Blue Owl Credit SLF LLC(c)
Non-controlled/affiliated - equity commitments
$10.49M
Asurion, LLC
Insurance
Second lien senior secured loan
$10.33M
$10.72M
-$388.0K
+5.25%
2028-01
Fullsteam Operations, LLC
Application Software
First lien senior secured delayed draw term loan
$10.28M
$10.19M
$92.0K
+7.00%
2029-11
Tamarack Intermediate, L.L.C. (dba Verisk 3E)
Application Software
First lien senior secured loan #1
$10.18M
$10.06M
$120.0K
+5.75%
2028-03
Romulus Intermediate Holdings 1 Inc. (dba PetVet Care Centers)
Health Care Providers & Services
Series A Preferred Stock
$10.11M
$10.55M
-$434.0K
AAM Series 1.1 Rail and Domestic Intermodal Feeder, LLC
Diversified Financial Services
LLC Interest
$9.94M
$9.18M
$758.0K
XPLOR T1, LLC
Application Software
First lien senior secured loan
$9.93M
$9.93M
-$4.0K
+3.50%
2031-06
Indikami Bidco, LLC (dba IntegriChain)
Health Care Technology
First lien senior secured revolving loan
$9.78M
$9.74M
$36.0K
+6.00%
2030-06
Diamond Insure Bidco (dba Acturis)
Insurance
First lien senior secured EUR term loan
EUR 9.48M
EUR 8.67M
EUR 815.0K
+4.25%
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
$9.08M
$9.03M
$49.0K
+4.12%
2029-08
Valeris, Inc. (fka Phantom Purchaser, Inc.)
Health Care Providers & Services
First lien senior secured loan #1
$8.84M
$8.85M
-$8.0K
+5.00%
2031-09
Vermont Aus Pty Ltd
Health Care Providers & Services
First lien senior secured AUD term loan
AUD 8.42M
AUD 8.05M
AUD 362.0K
+5.75%
2028-03
Axonius, Inc.
Systems Software
Series E Preferred Stock
$8.14M
$8.15M
-$7.0K
Ministry Brands Holdings, LLC
Application Software
First lien senior secured loan
$8.12M
$8.09M
$31.0K
+5.50%
2028-12
Ellucian Holdings Inc. (f/k/a Sophia, L.P.)
Diversified Consumer Services
First lien senior secured loan
$7.97M
$7.94M
$37.0K
+3.00%
2029-10
HARNESS INC.
Systems Software
Series D Preferred Stock
$7.75M
$9.17M
-$1.42M
Integrated Specialty Coverages, LLC
Insurance
First lien senior secured loan
$7.75M
$7.76M
-$6.0K
+4.75%
2030-07
Appfire Technologies, LLC
Systems Software
First lien senior secured loan
$6.96M
$6.96M
-$5.0K
+5.00%
2028-03
Replicated, Inc.
IT Services
Series C Preferred Stock
$6.50M
$20.01M
-$13.51M
Vestwell Holdings, Inc.
Professional Services
Series D Preferred Stock
$6.45M
$6.02M
$430.0K
LSI Financing LLC
Pharmaceuticals
Common Equity
$6.25M
$7.04M
-$791.0K
Innovation Ventures HoldCo, LLC (dba 5 Hour Energy)
Beverages
First lien senior secured loan
$6.12M
$6.13M
-$15.0K
+6.25%
2027-03
BCPE Osprey Buyer, Inc. (dba PartsSource)
Health Care Technology
First lien senior secured revolving loan
$5.99M
$6.07M
-$74.0K
+5.75%
2026-08
TravelPerk, Inc.
Professional Services
Warrants
$5.40M
$4.45M
$953.0K
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
$4.95M
$4.93M
$24.0K
+4.75%
2029-02
Severin Acquisition, LLC (dba PowerSchool)
IT Services
First lien senior secured revolving loan
$4.92M
$4.94M
-$18.0K
+4.75%
2031-10
Engage Debtco Limited
Health Care Providers & Services
First lien senior secured delayed draw term loan
$4.92M
$5.02M
-$102.0K
+3.18%
2029-07
LogRhythm, Inc.
Systems Software
First lien senior secured loan
$4.62M
$4.63M
-$11.0K
+7.50%
2029-07
EShares, Inc. (dba Carta)
Application Software
Series E Preferred Stock
$4.38M
$2.01M
$2.37M
Dodge Construction Network LLC
Construction & Engineering
First lien senior secured loan #1
$4.34M
$4.29M
$46.0K
+6.25%
2029-01
KWOL Acquisition, Inc. (dba Worldwide Clinical Trials)
Health Care Providers & Services
Class A Interest
$4.28M
$3.52M
$762.0K
RL Datix Holdings (USA), Inc.
Health Care Technology
First lien senior secured revolving loan
$4.26M
$4.20M
$54.0K
+5.25%
2030-10
Granicus, Inc.
Application Software
First lien senior secured loan
$3.95M
$3.93M
$15.0K
+3.50%
2031-01
AmeriLife Holdings LLC
Insurance
First lien senior secured delayed draw term loan
$3.79M
$3.79M
-$3.0K
+4.84%
2029-08
BCTO WIW Holdings, Inc. (dba When I Work)
Professional Services
Class A Common Stock
$3.77M
$7.00M
-$3.23M
Athenahealth Group Inc.
Health Care Technology
First lien senior secured loan
$3.47M
$3.44M
$32.0K
+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
Finastra USA, Inc.
Banks
First lien senior secured revolving loan
$3.18M
$3.11M
$73.0K
+7.25%
2029-09
Proofpoint, Inc.
Professional Services
First lien senior secured term loan
$3.15M
$3.14M
$15.0K
+3.00%
2028-08
ConnectWise, LLC
Systems Software
First lien senior secured loan
$3.05M
$3.04M
$13.0K
+3.50%
2028-09
Coherent Group Inc.
Insurance
Convertible notes
$3.03M
$3.03M
-$2.0K
+5.30%
2026-03
Algolia, Inc.
Systems Software
Series D Preferred Stock
$3.03M
$4.00M
-$973.0K
Brex, Inc.
Diversified Financial Services
Preferred Stock
$3.00M
$5.01M
-$2.01M
Insight CP (Blocker) Holdings, L.P. (dba CivicPlus, LLC)
Application Software
LP Interest
$2.86M
$2.29M
$577.0K
Simpler Postage, Inc. (dba Easypost)
Application Software
Warrants
$2.59M
$2.63M
-$44.0K
Amergin Asset Management, LLC
Diversified Financial Services
Class A Units
$2.17M
$783.0K
$1.38M
Nylas, Inc.
Application Software
Series C Preferred Stock
$2.11M
$15.01M
-$12.90M
Tamarack Intermediate, L.L.C. (dba Verisk 3E)
Application Software
First lien senior secured loan #2
$2.08M
$2.06M
$28.0K
+5.75%
2029-03
Indikami Bidco, LLC (dba IntegriChain)
Health Care Technology
First lien senior secured delayed draw term loan
$2.06M
$2.01M
$57.0K
+6.00%
2030-12
Walker Edison Furniture Company LLC
Internet & Direct Marketing Retail
First lien senior secured delayed draw term loan
$2.04M
$1.98M
$57.0K
2027-03
Salinger Bidco Inc. (dba Surgical Information Systems)
Health Care Technology
First lien senior secured revolving loan
$1.83M
$1.81M
$18.0K
+5.75%
2031-05
Juniper Square, Inc.
Diversified Financial Services
Warrants
$1.82M
$2.13M
-$306.0K
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
Bayshore Intermediate #2, L.P. (dba Boomi)
Systems Software
First lien senior secured revolving loan
$1.58M
$1.55M
$29.0K
+5.75%
2027-10
Illumio, Inc.
Systems Software
Common stock
$1.44M
$2.43M
-$994.0K
Walker Edison Furniture Company LLC
Internet & Direct Marketing Retail
First lien senior secured loan
$1.18M
$17.60M
-$16.42M
2027-03
Pacific BidCo Inc.
Pharmaceuticals
First lien senior secured delayed draw term loan
$943.0K
$937.0K
$6.0K
+5.75%
2029-08
Simplicity Financial Marketing Group Holdings, Inc.
Insurance
First lien senior secured delayed draw term loan
$807.0K
$823.0K
-$16.0K
+5.00%
2031-12
Circle Internet Services, Inc.
Systems Software
Series F Preferred Stock
$788.0K
$1.50M
-$712.0K
JumpCloud, Inc.
IT Services
Series B Preferred Stock
$783.0K
$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
$664.0K
$4.0K
+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
$582.0K
$580.0K
$2.0K
+3.00%
2031-01
Circle Internet Services, Inc.
Systems Software
Warrants
$535.0K
$6.0K
$529.0K
Dodge Construction Network Holdings, L.P.
Construction & Engineering
Class A-2 Common Units
$474.0K
$2.84M
-$2.37M
AmeriLife Holdings LLC
Insurance
First lien senior secured revolving loan
$384.0K
$386.0K
-$2.0K
+4.75%
2028-08
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
$313.0K
$312.0K
$1.0K
+4.50%
2028-09
Bird Holding B.V. (fka MessageBird Holding B.V.)
Application Software
Extended Series C Warrants
$278.0K
$1.17M
-$896.0K
XOMA Corporation
Pharmaceuticals
Warrants
$236.0K
$174.0K
$62.0K
Alpha Partners Technology Merger Corp
Application Software
Warrants
$127.0K
Granicus, Inc.
Application Software
First lien senior secured revolving loan
$77.0K
$75.0K
$2.0K
+4.25%
2031-01
Ministry Brands Holdings, LLC
Application Software
First lien senior secured revolving loan
$56.0K
$55.0K
$1.0K
+4.50%
2027-12
Dodge Construction Network Holdings, L.P.
Construction & Engineering
Series A Preferred Units
$41.0K
$69.0K
-$28.0K
Blend Labs, Inc.
Thrifts & Mortgage Finance
Warrants
$4.0K
$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
Foundation Consumer Brands, LLC
Pharmaceuticals
First lien senior secured revolving loan
-$3.0K
Valeris, Inc. (fka Phantom Purchaser, Inc.)
Health Care Providers & Services
First lien senior secured revolving loan
-$7.0K
Natural Partners, LLC
Health Care Providers & Services
First lien senior secured revolving loan
-$8.0K
AmeriLife Holdings LLC
Insurance
First lien senior secured delayed draw term loan #2
-$13.0K
Cambrex Corporation
Health Care Equipment & Supplies
First lien senior secured revolving loan
-$13.0K
GS Acquisitionco, Inc. (dba insightsoftware)
Application Software
First lien senior secured delayed draw term loan #2
-$13.0K
LogRhythm, Inc.
Systems Software
First lien senior secured revolving loan
-$13.0K
CivicPlus, LLC
Application Software
First lien senior secured revolving loan #1
-$15.0K
Simplicity Financial Marketing Group Holdings, Inc.
Insurance
First lien senior secured revolving loan
-$19.0K
Commander Buyer, Inc. (dba CenExel)
Life Sciences Tools & Services
First lien senior secured delayed draw term loan
-$23.0K
Litera Bidco LLC
Diversified Consumer Services
First lien senior secured revolving loan
-$25.0K
Commander Buyer, Inc. (dba CenExel)
Life Sciences Tools & Services
First lien senior secured revolving loan
-$30.0K
CCI BUYER, INC. (dba Consumer Cellular)
Wireless Telecommunication Services
First lien senior secured revolving loan
-$44.0K
GI Ranger Intermediate, LLC (dba Rectangle Health)
Health Care Technology
First lien senior secured revolving loan
-$44.0K
Litera Bidco LLC
Diversified Consumer Services
First lien senior secured delayed draw term loan #1
-$44.0K
OneOncology, LLC
Health Care Providers & Services
First lien senior secured revolving loan
-$47.0K
AI Titan Parent, Inc. (dba Prometheus Group)
Application Software
First lien senior secured delayed draw term loan
-$50.0K
AI Titan Parent, Inc. (dba Prometheus Group)
Application Software
First lien senior secured revolving loan
-$63.0K
EresearchTechnology, Inc. (dba Clario)
Health Care Providers & Services
First lien senior secured revolving loan
-$63.0K
Accommodations Plus Technologies LLC
Airlines
First lien senior secured revolving loan
-$75.0K
AlphaSense, Inc.
Application Software
First lien senior secured delayed draw term loan #2
-$89.0K
AlphaSense, Inc.
Application Software
First lien senior secured delayed draw term loan #1
-$90.0K
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
-$133.0K
Modernizing Medicine, Inc. (dba ModMed)
Health Care Technology
First lien senior secured revolving loan
-$136.0K
Tricentis Operations Holdings, Inc.
Systems Software
First lien senior secured revolving loan
-$140.0K
When I Work, Inc.
Professional Services
First lien senior secured revolving loan
-$140.0K
Packaging Coordinators Midco, Inc.
Health Care Equipment & Supplies
First lien senior secured revolving loan
-$154.0K
Crewline Buyer, Inc. (dba New Relic)
Systems Software
First lien senior secured revolving loan
-$214.0K
Packaging Coordinators Midco, Inc.
Health Care Equipment & Supplies
First lien senior secured delayed draw term loan
-$326.0K
PetVet Care Centers, LLC
Health Care Providers & Services
First lien senior secured delayed draw term loan
-$461.0K
Securonix, Inc.
Systems Software
First lien senior secured revolving loan
-$569.0K
-$286.0K
-$283.0K
+7.00%
2029-04
PetVet Care Centers, LLC
Health Care Providers & Services
First lien senior secured revolving loan
-$591.0K
Disclosed holdings FV
$12.73B
Parsed holdings FV
$12.96B
Residual gap
-$229.13M
Balance-sheet cash
$170.52M
CIK
0001747777
Accession
0001747777-25-000024
Form type
10-Q
Period
2025-06-30