BDC·info
OTF

Blue Owl Technology Finance Corp

Period
SEC EDGAR ↗
Portfolio Fair Value
$12.18B
301 holdings
Avg Spread
+5.38%
FV-weighted, debt
Avg Coupon
FV-weighted
% First Lien
78.2%
of debt FV
Unrealized P/L
+$64.58M
+0.53% of cost
Non-Accrual
6
text-detected

Balance sheet

Assets$13.22B
Liabilities + Equity$13.22B
First Lien
$9.44B · 71.4%
Debt (Borrowings)
$5.13B · 38.8%
Net Assets (Equity)
$7.95B · 60.1%

Industry Composition

Systems Software
21.3%
Application Software
13.6%
Health Care Technology
13.4%
Diversified Financial Services
8.0%
IT Services
6.0%
Professional Services
5.0%
Insurance
3.6%
Diversified Consumer Services
3.5%
Health Care Providers & Services
3.0%
Internet & Direct Marketing Retail
2.3%
Life Sciences Tools & Services
2.1%
Aerospace & defense
1.9%
Other industries
16.3%

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
301 of 312
IssuerIndustryType
Fair Value
Cost
Unrealized
Coupon
Spread
Maturity
Crewline Buyer, Inc. (dba New Relic)
Systems Software
First lien senior secured loan
$211.10M
$210.93M
$177.0K
+6.75%
2030-11
Aerosmith Bidco 1 Limited (dba Audiotonix)
Entertainment
First lien senior secured loan
$197.06M
$195.97M
$1.08M
+5.25%
2031-07
Litera Bidco LLC
Diversified Consumer Services
First lien senior secured loan
$188.72M
$188.52M
$199.0K
+5.00%
2028-05
Anaplan, Inc.
Application Software
First lien senior secured loan
$185.05M
$185.06M
-$13.0K
+5.00%
2029-06
Acquia Inc.
Systems Software
First lien senior secured loan
$184.53M
$188.00M
-$3.47M
+7.00%
2026-11
Spaceship Purchaser, Inc. (dba Squarespace)
IT Services
First lien senior secured loan
$180.85M
$180.53M
$321.0K
+5.00%
2031-10
Magnet Forensics, LLC (f/k/a Grayshift, LLC)
Application Software
First lien senior secured loan
$176.36M
$176.45M
-$92.0K
+5.00%
2028-07
Creek Parent, Inc. (dba Catalent)
Life Sciences Tools & Services
First lien senior secured loan
$174.01M
$173.08M
$937.0K
+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
$169.58M
$169.69M
-$117.0K
+5.00%
2028-12
Arctic Wolf Networks, Inc.
Systems Software
Senior convertible notes
$165.32M
$165.32M
$0.00
2030-11
Intelerad Medical Systems Incorporated (fka 11849573 Canada Inc.)
Health Care Technology
First lien senior secured loan
$160.23M
$163.73M
-$3.50M
+6.50%
2026-08
Finastra USA, Inc.
Banks
First lien senior secured loan
$156.95M
$156.24M
$706.0K
+7.25%
2029-09
Computer Services, Inc. (dba CSI)
Diversified Financial Services
First lien senior secured loan #1
$156.85M
$156.93M
-$78.0K
+5.25%
2029-11
CT Technologies Intermediate Holdings, Inc.
Health Care Technology
(& Smart Holdings Corp.) (dba Datavant), First lien senior secured loan
$155.84M
$155.60M
$231.0K
+5.00%
2031-08
Bayshore Intermediate #2, L.P. (dba Boomi)
Systems Software
First lien senior secured loan
$153.68M
$153.70M
-$20.0K
+2.88%
2028-10
Inovalon Holdings, Inc.
Health Care Technology
First lien senior secured loan
$151.45M
$149.39M
$2.07M
+5.75%
2028-11
Hyland Software, Inc.
Health Care Technology
First lien senior secured loan
$149.43M
$149.49M
-$52.0K
+5.00%
2030-09
H&F Opportunities LUX III S.À R.L (dba Checkmarx)
Systems Software
First lien senior secured loan
$148.89M
$147.92M
$965.0K
+7.50%
2026-04
BTRS Holdings Inc. (dba Billtrust)
Diversified Financial Services
First lien senior secured loan
$148.63M
$148.73M
-$104.0K
+5.50%
2028-12
Zendesk, Inc.
Application Software
First lien senior secured loan
$146.36M
$145.75M
$618.0K
+4.99%
2028-11
Minotaur Acquisition, Inc. (dba Inspira Financial)
Diversified Financial Services
First lien senior secured loan
$145.52M
$145.00M
$519.0K
+5.00%
2030-06
Thunder Purchaser, Inc. (dba Vector Solutions)
Professional Services
First lien senior secured loan
$139.41M
$138.66M
$749.0K
+5.25%
2028-06
Fifth Season Investments LLC
Insurance
Class A Units
$137.36M
$133.47M
$3.89M
Relativity ODA LLC
Diversified Consumer Services
First lien senior secured loan
$136.90M
$136.83M
$64.0K
+4.49%
2029-05
Minerva Holdco, Inc.
Health Care Technology
Senior A Preferred Stock
$135.42M
$136.94M
-$1.52M
Sitecore Holding III A/S
Systems Software
First lien senior secured EUR term loan
EUR 133.73M
EUR 132.04M
EUR 1.69M
+3.50%
2029-03
Indikami Bidco, LLC (dba IntegriChain)
Health Care Technology
First lien senior secured loan
$132.47M
$131.96M
$503.0K
+4.00%
2030-12
Monotype Imaging Holdings Inc.
Media
First lien senior secured loan
$129.37M
$129.01M
$355.0K
+5.50%
2031-02
Sitecore USA, Inc.
Systems Software
First lien senior secured loan
$128.34M
$128.07M
$273.0K
+3.50%
2029-03
Signifyd Inc.
Internet & Direct Marketing Retail
Preferred equity
$126.94M
$139.19M
-$12.25M
Packaging Coordinators Midco, Inc.
Health Care Equipment & Supplies
First lien senior secured loan
$120.87M
$120.94M
-$67.0K
+4.75%
2032-01
Oranje Holdco, Inc. (dba KnowBe4)
Systems Software
First lien senior secured loan #1
$119.64M
$119.58M
$52.0K
+7.75%
2029-02
Interoperability Bidco, Inc. (dba Lyniate)
Health Care Technology
First lien senior secured loan
$115.22M
$116.86M
-$1.64M
+5.75%
2028-03
Databricks, Inc.
Systems Software
First lien senior secured loan
$114.12M
$114.18M
-$59.0K
+4.50%
2031-01
BCPE Osprey Buyer, Inc. (dba PartsSource)
Health Care Technology
First lien senior secured loan
$112.42M
$112.81M
-$388.0K
+5.75%
2028-08
Tricentis Operations Holdings, Inc.
Systems Software
First lien senior secured loan
$111.27M
$111.32M
-$49.0K
+1.38%
2032-02
Revolut Ribbit Holdings, LLC
Diversified Financial Services
LLC Interest
$106.44M
$75.29M
$31.15M
Delinea Buyer, Inc. (f/k/a Centrify)
Systems Software
First lien senior secured loan
$105.45M
$104.05M
$1.40M
+5.75%
2028-03
Associations, Inc.
Buildings & Real Estate
First lien senior secured revolving loan
$104.66M
$104.66M
$5.0K
+6.50%
2028-07
Einstein Parent, Inc. (dba Smartsheet)
Application Software
First lien senior secured loan
$104.14M
$104.16M
-$20.0K
+6.50%
2031-01
RL Datix Holdings (USA), Inc.
Health Care Technology
First lien senior secured loan
$104.07M
$104.04M
$27.0K
+5.25%
2031-04
Ping Identity Holding Corp.
Systems Software
First lien senior secured loan
$102.34M
$102.41M
-$68.0K
+4.75%
2029-10
Inovalon Holdings, Inc.
Health Care Technology
Second lien senior secured loan
$98.16M
$97.10M
$1.07M
2033-11
LSI Financing LLC
Pharmaceuticals
Common Equity
$95.88M
$92.25M
$3.62M
Salinger Bidco Inc. (dba Surgical Information Systems)
Health Care Technology
First lien senior secured loan
$94.45M
$94.31M
$139.0K
+5.75%
2031-08
Azurite Intermediate Holdings, Inc. (dba Alteryx, Inc.)
Systems Software
First lien senior secured loan
$93.34M
$93.13M
$212.0K
+6.50%
2031-03
Severin Acquisition, LLC (dba PowerSchool)
IT Services
First lien senior secured loan
$92.16M
$92.31M
-$153.0K
+2.75%
2031-10
Pluralsight, LLC
IT Services
Non-controlled/affiliated - delayed draw debt commitments
$89.76M
Blackhawk Network Holdings, Inc.
Diversified Financial Services
First lien senior secured loan
$89.70M
$90.14M
-$430.0K
+4.00%
2029-03
Certinia Inc.
Professional Services
First lien senior secured loan
$88.23M
$87.89M
$340.0K
+5.25%
2030-08
QAD, Inc.
Industrial Conglomerates
First lien senior secured loan
$87.72M
$87.94M
-$220.0K
+4.75%
2027-11
Arctic Wolf Networks, Inc.
Systems Software
First lien senior secured loan
$87.50M
$87.52M
-$19.0K
+5.75%
2030-02
Smarsh Inc.
Diversified Financial Services
First lien senior secured loan
$86.98M
$86.65M
$324.0K
+4.75%
2029-02
Coupa Holdings, LLC
Application Software
First lien senior secured loan
$84.95M
$85.02M
-$67.0K
+5.25%
2030-02
Integrity Marketing Acquisition, LLC
Insurance
First lien senior secured loan
$84.61M
$84.42M
$187.0K
+5.00%
2028-08
BCTO BSI Buyer, Inc. (dba Buildertrend)
Household Durables
First lien senior secured loan
$83.87M
$83.59M
$281.0K
+6.50%
2026-12
WMC Bidco, Inc. (dba West Monroe)
IT Services
Senior Preferred Stock
$82.34M
$82.88M
-$544.0K
Space Exploration Technologies Corp.
Aerospace & defense
Class A Common Stock
$78.96M
$23.01M
$55.94M
Excalibur CombineCo, L.P.
Systems Software
Class A Units
$78.28M
$99.45M
-$21.17M
ManTech International Corporation
Aerospace & defense
First lien senior secured loan
$76.67M
$76.73M
-$57.0K
+5.00%
2029-09
Catalis Intermediate, Inc. (fka GovBrands Intermediate, Inc.)
Application Software
First lien senior secured loan
$76.49M
$77.65M
-$1.16M
+5.50%
2027-08
Diamondback Acquisition, Inc. (dba Sphera)
Application Software
First lien senior secured loan
$75.48M
$74.81M
$672.0K
+5.50%
2028-09
PetVet Care Centers, LLC
Health Care Providers & Services
First lien senior secured loan
$73.25M
$75.09M
-$1.84M
+6.00%
2030-11
MINDBODY, Inc.
Hotels, Restaurants & Leisure
First lien senior secured loan
$72.96M
$72.89M
$75.0K
+7.00%
2025-09
Covetrus, Inc.
Health Care Providers & Services
Second lien senior secured loan
$72.94M
$73.38M
-$440.0K
+9.25%
2030-10
Gainsight, Inc.
Application Software
First lien senior secured loan
$70.69M
$70.23M
$454.0K
+6.00%
2027-07
Aurelia Netherlands B.V.
Internet & Direct Marketing Retail
First lien senior secured EUR term loan
EUR 70.15M
EUR 69.43M
EUR 722.0K
+5.50%
2031-05
Kaseya Inc.
IT Services
First lien senior secured loan
$69.65M
$69.70M
-$48.0K
+3.25%
2032-03
CivicPlus, LLC
Application Software
First lien senior secured loan
$68.15M
$67.84M
$309.0K
+5.75%
2027-08
EET Buyer, Inc. (dba e-Emphasys)
Building products
First lien senior secured loan
$67.73M
$67.40M
$337.0K
+4.75%
2027-11
Hg Genesis 9 SumoCo Limited
Diversified Financial Services
Unsecured facility
EUR 67.72M
EUR 67.56M
EUR 152.0K
2029-03
Forescout Technologies, Inc.
Systems Software
First lien senior secured loan
$67.31M
$67.33M
-$30.0K
+5.00%
2031-05
PerkinElmer U.S. LLC
Health Care Equipment & Supplies
First lien senior secured loan
$67.03M
$67.08M
-$56.0K
+5.00%
2029-03
EresearchTechnology, Inc. (dba Clario)
Health Care Providers & Services
First lien senior secured loan
$66.86M
$66.90M
-$38.0K
+4.75%
2032-01
Klarna Holding AB
Consumer Finance
Subordinated Floating Rate Notes
$65.33M
$65.36M
-$26.0K
+7.00%
2034-04
Rubrik, Inc.
Systems Software
First lien senior secured loan
$64.73M
$64.67M
$67.0K
+7.00%
2028-08
Sensor Technology Topco, Inc. (dba Humanetics)
Professional Services
First lien senior secured loan
$64.42M
$64.47M
-$52.0K
+7.00%
2028-05
Simpler Postage, Inc. (dba Easypost)
Application Software
First lien senior secured loan
$63.52M
$63.60M
-$86.0K
+8.00%
2029-06
Peraton Corp.
Aerospace & defense
Second lien senior secured loan
$62.94M
$83.80M
-$20.86M
+7.75%
2029-02
RL Datix Holdings (USA), Inc.
Health Care Technology
First lien senior secured GBP term loan
GBP 62.21M
GBP 61.23M
GBP 979.0K
+5.25%
2031-04
Knockout Intermediate Holdings I Inc. (dba Kaseya Inc.)
IT Services
Perpetual Preferred Stock
$61.16M
$61.13M
$27.0K
Cornerstone OnDemand, Inc.
Professional Services
Second lien senior secured loan
$60.38M
$70.96M
-$10.58M
+6.50%
2029-10
Help HP SCF Investor, LP
Systems Software
LP Interest
$59.92M
$59.38M
$538.0K
AlphaSense, Inc.
Application Software
First lien senior secured loan
$58.91M
$58.91M
$10.0K
+6.25%
2029-06
Juniper Square, Inc.
Diversified Consumer Services
First lien senior secured loan
$56.58M
$56.63M
-$45.0K
+8.50%
2026-12
Activate Holdings (US) Corp. (dba Absolute Software)
Systems Software
First lien senior secured loan
$54.40M
$54.42M
-$19.0K
+5.50%
2030-07
Hg Saturn Luchaco Limited
Diversified Financial Services
Unsecured facility
GBP 52.69M
GBP 51.88M
GBP 815.0K
2026-03
GS Acquisitionco, Inc. (dba insightsoftware)
Application Software
First lien senior secured loan
$52.14M
$52.54M
-$402.0K
+5.25%
2028-05
AI Titan Parent, Inc. (dba Prometheus Group)
Application Software
First lien senior secured loan
$49.69M
$49.72M
-$37.0K
+4.75%
2031-08
Color Intermediate, LLC (dba ClaimsXten)
Health Care Technology
First lien senior secured loan
$47.79M
$47.83M
-$38.0K
+4.75%
2029-10
CP PIK DEBT ISSUER, LLC (dba CivicPlus, LLC)
Application Software
Unsecured notes
$46.50M
$45.78M
$725.0K
2034-06
TK Operations Ltd (dba Travelperk, Inc.)
Professional Services
First lien senior secured loan
$46.47M
$46.24M
$221.0K
2029-05
KWOL Acquisition, Inc. (dba Worldwide Clinical Trials)
Health Care Providers & Services
First lien senior secured loan
$45.58M
$45.24M
$334.0K
+4.75%
2029-12
Saturn Ultimate, Inc.
Application Software
Common stock
$45.53M
$25.01M
$20.53M
Entrata, Inc.
Real Estate Management & Development
First lien senior secured loan
$45.20M
$45.22M
-$25.0K
+5.75%
2030-07
Halo Parent Newco, LLC
Systems Software
Class H PIK Preferred Equity
$44.73M
$46.66M
-$1.93M
Disco Parent, Inc. (dba Duck Creek Technologies, Inc.)
Insurance
First lien senior secured loan
$44.40M
$44.43M
-$23.0K
+7.50%
2029-03
AmeriLife Holdings LLC
Insurance
First lien senior secured loan
$43.70M
$43.73M
-$38.0K
+5.00%
2029-08
Barracuda Networks, Inc.
Systems Software
Second lien senior secured loan
$42.33M
$43.66M
-$1.34M
+7.00%
2030-08
Associations Finance, Inc.
Buildings & Real Estate
Unsecured notes
$41.15M
$41.03M
$111.0K
2030-05
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
$40.10M
$39.74M
$365.0K
+5.50%
2027-04
Securiti, Inc.
Systems Software
Series C Preferred Shares
$40.00M
$40.03M
-$32.0K
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
$38.68M
$38.70M
-$19.0K
+4.75%
2032-03
Pye-Barker Fire & Safety, LLC
Commercial Services & Supplies
First lien senior secured loan
$38.59M
$38.55M
$37.0K
+4.50%
2031-05
TC Holdings, LLC (dba TrialCard)
Health Care Providers & Services
First lien senior secured loan
$38.41M
$38.45M
-$30.0K
+5.00%
2027-04
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
$37.79M
$37.59M
$204.0K
+5.00%
2027-12
Talon MidCo 2 Limited
Systems Software
First lien senior secured loan
$35.90M
$35.89M
$9.0K
+5.20%
2028-08
RealPage, Inc.
Real Estate Management & Development
First lien senior secured loan
$34.96M
$34.83M
$137.0K
+3.75%
2028-04
When I Work, Inc.
Professional Services
First lien senior secured loan
$34.94M
$36.05M
-$1.12M
+5.50%
2027-11
Securonix, Inc.
Systems Software
First lien senior secured loan
$34.64M
$37.20M
-$2.56M
+4.00%
2028-04
Bracket Intermediate Holding Corp.
Life Sciences Tools & Services
First lien senior secured loan
$34.48M
$34.50M
-$20.0K
+4.25%
2028-05
Artifact Bidco, Inc. (dba Avetta)
Application Software
First lien senior secured loan
$34.41M
$34.43M
-$23.0K
+4.50%
2031-07
Diamond Insure Bidco (dba Acturis)
Insurance
First lien senior secured GBP term loan
GBP 33.84M
GBP 33.77M
GBP 70.0K
+4.50%
2031-07
Pluralsight, LLC
IT Services
First lien senior secured loan #2
$32.32M
$32.32M
$0.00
2029-08
VEPF Torreys Aggregator, LLC (dba MINDBODY, Inc.)
Hotels, Restaurants & Leisure
Series A Preferred Stock
$32.15M
$30.19M
$1.96M
Icefall Parent, Inc. (dba EngageSmart)
Diversified Consumer Services
First lien senior secured loan
$31.04M
$30.84M
$202.0K
+6.50%
2030-01
Sunshine Software Holdings, Inc. (dba Cornerstone OnDemand, Inc.)
Professional Services
Series A Preferred Stock
$30.84M
$38.45M
-$7.61M
Fullsteam Operations, LLC
Application Software
First lien senior secured loan
$30.82M
$30.44M
$378.0K
+8.25%
2029-11
Pluralsight, LLC
IT Services
First lien senior secured loan #1
$30.59M
$30.59M
$0.00
+3.00%
2029-08
CoreTrust Purchasing Group LLC
Diversified Support Services
First lien senior secured loan
$30.01M
$30.04M
-$24.0K
+5.25%
2029-10
Delta TopCo, Inc. (dba Infoblox, Inc.)
Systems Software
Second lien senior secured loan
$29.93M
$29.97M
-$40.0K
+5.25%
2030-11
Boxer Parent Company Inc. (f/k/a BMC)
Application Software
First lien senior secured loan
$29.44M
$29.72M
-$277.0K
+3.00%
2031-07
Bamboo US BidCo LLC
Life Sciences Tools & Services
First lien senior secured loan
$29.00M
$29.00M
-$8.0K
+5.25%
2030-09
JumpCloud, Inc.
IT Services
Series F Preferred Stock
$28.34M
$40.02M
-$11.67M
JS Parent, Inc. (dba Jama Software)
Application Software
First lien senior secured loan
$27.22M
$27.17M
$50.0K
+5.00%
2031-04
Arctic Wolf Networks, Inc.
Systems Software
Preferred Stock
$26.90M
$25.04M
$1.86M
Paradigmatic Holdco LLC (dba Pluralsight)
IT Services
Common stock
$26.85M
$26.85M
$0.00
Zoro TopCo, Inc.
Application Software
Series A Preferred Equity
$26.49M
$26.29M
$202.0K
Computer Services, Inc. (dba CSI)
Diversified Financial Services
First lien senior secured loan #2
$26.46M
$26.40M
$58.0K
+4.75%
2029-11
Oranje Holdco, Inc. (dba KnowBe4)
Systems Software
First lien senior secured loan #2
$26.45M
$26.46M
-$13.0K
+7.25%
2029-02
GI Ranger Intermediate, LLC (dba Rectangle Health)
Health Care Technology
First lien senior secured loan
$26.35M
$26.55M
-$206.0K
+5.75%
2028-10
PDI TA Holdings, Inc.
Multiline Retail
First lien senior secured loan
$24.99M
$24.97M
$18.0K
+5.50%
2031-02
NMI Acquisitionco, Inc. (dba Network Merchants)
Diversified Financial Services
First lien senior secured loan
$24.29M
$24.24M
$56.0K
+5.00%
2028-09
Elliott Alto Co-Investor Aggregator L.P.
Systems Software
LP Interest
$24.09M
$21.93M
$2.15M
SimpliSafe Holding Corporation
Commercial Services & Supplies
First lien senior secured loan
$23.46M
$23.47M
-$7.0K
+6.25%
2028-05
Diligent Preferred Issuer, Inc. (dba Diligent Corporation)
Application Software
Preferred Stock
$21.65M
$22.28M
-$631.0K
Sitecore Holding III A/S
Systems Software
First lien senior secured loan
$21.29M
$21.24M
$46.0K
+3.50%
2029-03
Foundation Consumer Brands, LLC
Pharmaceuticals
First lien senior secured loan
$21.29M
$21.30M
-$17.0K
+5.00%
2029-02
CloudPay, Inc.
Professional Services
First lien senior secured loan
$20.79M
$20.82M
-$25.0K
+7.50%
2029-07
Armstrong Bidco Limited
Application Software
First lien senior secured GBP term loan
GBP 20.77M
GBP 20.17M
GBP 603.0K
+5.25%
2029-06
Engage Debtco Limited
Health Care Providers & Services
First lien senior secured loan
$20.30M
$20.32M
-$19.0K
+3.18%
2029-07
CloudPay, Inc.
Professional Services
Series E Preferred Stock
$19.95M
$19.96M
-$9.0K
Barracuda Networks, Inc.
Systems Software
First lien senior secured loan
$19.82M
$20.25M
-$436.0K
+4.50%
2029-08
Barracuda Parent, LLC
Systems Software
First lien senior secured loan
$19.37M
$19.85M
-$479.0K
+6.50%
2029-08
Sovos Compliance, LLC
Professional Services
First lien senior secured loan
$19.20M
$19.21M
-$8.0K
+4.00%
2029-08
Brooklyn Lender Co-Invest 2, L.P. (dba Boomi)
Systems Software
Common Units
$19.05M
$12.69M
$6.36M
Greenway Health, LLC
Health Care Technology
First lien senior secured loan
$18.63M
$18.58M
$43.0K
+6.75%
2029-04
Hg Genesis 8 Sumoco Limited
Diversified Financial Services
Unsecured facility
GBP 18.48M
GBP 18.07M
GBP 413.0K
2027-09
Zoro TopCo, L.P.
Application Software
Class A Common Units
$18.45M
$17.74M
$716.0K
Asurion, LLC
Insurance
First lien senior secured loan
$18.20M
$18.31M
-$107.0K
+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
$17.41M
$17.42M
-$11.0K
+5.00%
2033-03
Bamboo US BidCo LLC
Life Sciences Tools & Services
First lien senior secured EUR term loan
EUR 16.91M
EUR 16.84M
EUR 68.0K
+5.25%
2030-09
SLA Eclipse Co-Invest, L.P.
Consumer products
LP Interest
$16.55M
$15.26M
$1.29M
Chrome Investors LP
Systems Software
LP Interest
$16.41M
$16.42M
-$10.0K
Space Exploration Technologies Corp.
Aerospace & defense
Class C Common Stock
$15.86M
$4.01M
$11.85M
AAM Series 2.1 Aviation Feeder, LLC
Diversified Financial Services
First lien senior secured loan
$15.81M
$15.82M
-$10.0K
2030-11
Illumio, Inc.
Systems Software
Series F Preferred Stock
$15.50M
$16.68M
-$1.18M
Coherent Group LTD
Insurance
Non-controlled/affiliated - delayed draw debt commitments
$15.23M
Project Hotel California Co-Invest Fund, L.P.
Systems Software
LP Interest
$14.86M
$14.72M
$141.0K
Sophos Holdings, LLC
Systems Software
First lien senior secured loan
$14.57M
$14.61M
-$38.0K
+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
$14.14M
$14.15M
-$10.0K
+5.00%
2031-12
AlphaSense, LLC
Application Software
Series E Preferred Shares
$13.44M
$13.18M
$265.0K
AAM Series 1.1 Rail and Domestic Intermodal Feeder, LLC
Diversified Financial Services
First lien senior secured loan
$13.15M
$13.14M
$10.0K
2030-07
OneOncology, LLC
Health Care Providers & Services
First lien senior secured loan
$13.00M
$13.04M
-$35.0K
+4.75%
2030-06
Sensor Technology Topco, Inc. (dba Humanetics)
Professional Services
First lien senior secured EUR term loan
EUR 12.59M
EUR 12.61M
-EUR 18.0K
+7.25%
2028-05
Natural Partners, LLC
Health Care Technology
First lien senior secured loan
$12.29M
$12.30M
-$9.0K
+4.50%
2027-11
Coherent Group Inc.
Insurance
Series B Preferred Shares
$12.20M
$12.21M
-$11.0K
Tamarack Intermediate, L.L.C. (dba Verisk 3E)
Application Software
First lien senior secured loan
$12.03M
$11.94M
$82.0K
+5.75%
2028-03
Project Ruby Ultimate Parent Corp. (dba Wellsky)
Health Care Technology
First lien senior secured loan
$11.58M
$11.59M
-$13.0K
+3.00%
2028-03
Acorns Grow Incorporated
Capital Markets
Series F Preferred Stock
$11.22M
$11.38M
-$151.0K
BCPE Osprey Buyer, Inc. (dba PartsSource)
Health Care Technology
First lien senior secured revolving loan
$11.13M
$11.22M
-$94.0K
+5.75%
2026-08
OneOncology, LLC
Health Care Providers & Services
First lien senior secured delayed draw term loan
$10.89M
$10.87M
$21.0K
+5.00%
2030-06
Neptune Holdings, Inc. (dba NexTech)
Health Care Technology
First lien senior secured loan
$10.89M
$10.88M
$16.0K
+4.50%
2030-08
Bolt Technology OÜ
Road & Rail
Preferred Stock
$10.43M
$11.32M
-$887.0K
BCPE Osprey Buyer, Inc. (dba PartsSource)
Health Care Technology
First lien senior secured delayed draw term loan
$10.26M
$10.16M
$97.0K
+5.75%
2028-08
Asurion, LLC
Insurance
Second lien senior secured loan
$10.23M
$10.71M
-$481.0K
+5.25%
2028-01
XPLOR T1, LLC
Application Software
First lien senior secured loan
$9.95M
$9.95M
-$4.0K
+3.50%
2031-06
Storable, Inc.
Equity Real Estate Investment Trusts (REITs)
First lien senior secured loan
$9.86M
$9.89M
-$33.0K
+3.25%
2031-04
AAM Series 1.1 Rail and Domestic Intermodal Feeder, LLC
Diversified Financial Services
LLC Interest
$9.75M
$9.18M
$572.0K
Romulus Intermediate Holdings 1 Inc. (dba PetVet Care Centers)
Health Care Providers & Services
Series A Preferred Stock
$9.74M
$10.12M
-$374.0K
AAM Series 2.1 Aviation Feeder, LLC
Diversified Financial Services
LLC Interest
$9.69M
$9.40M
$283.0K
Thunder Topco L.P. (dba Vector Solutions)
Professional Services
Common Units
$9.35M
$7.86M
$1.49M
HARNESS INC.
Systems Software
Series D Preferred Stock
$9.17M
$9.17M
$0.00
Pacific BidCo Inc.
Pharmaceuticals
First lien senior secured loan
$8.87M
$8.88M
-$8.0K
2029-08
Phantom Purchaser, Inc.
Health Care Providers & Services
First lien senior secured loan
$8.87M
$8.87M
-$7.0K
+5.00%
2031-09
Diamond Insure Bidco (dba Acturis)
Insurance
First lien senior secured EUR term loan
EUR 8.66M
EUR 8.67M
-EUR 4.0K
+4.25%
2031-07
Fullsteam Operations, LLC
Application Software
First lien senior secured delayed draw term loan
$8.31M
$8.25M
$60.0K
+7.00%
2029-11
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
$8.14M
$8.11M
$37.0K
+5.50%
2028-12
Vermont Aus Pty Ltd
Health Care Providers & Services
First lien senior secured AUD term loan
AUD 8.02M
AUD 8.07M
-AUD 50.0K
+5.75%
2028-03
Ellucian Holdings Inc. (f/k/a Sophia, L.P.)
Diversified Consumer Services
First lien senior secured loan
$7.96M
$7.96M
$2.0K
+3.00%
2029-10
CCM Midco, LLC (f/k/a Cresset Capital Management, LLC)
Capital Markets
First lien senior secured loan
$7.78M
$7.78M
-$6.0K
+5.00%
2030-06
Integrated Specialty Coverages, LLC
Insurance
First lien senior secured loan
$7.77M
$7.78M
-$6.0K
+4.75%
2030-07
LSI Financing 1 DAC
Pharmaceuticals
Preferred equity
$7.74M
$8.04M
-$306.0K
Indikami Bidco, LLC (dba IntegriChain)
Health Care Technology
First lien senior secured revolving loan
$7.17M
$7.12M
$45.0K
+6.00%
2030-06
Innovation Ventures HoldCo, LLC (dba 5 Hour Energy)
Beverages
First lien senior secured loan
$7.09M
$7.10M
-$6.0K
+6.25%
2027-03
Appfire Technologies, LLC
Systems Software
First lien senior secured loan
$6.98M
$6.98M
-$5.0K
+5.00%
2028-03
Aptean Acquiror, Inc. (dba Aptean)
Industrial Conglomerates
First lien senior secured loan
$6.71M
$6.68M
$26.0K
+5.25%
2031-01
Replicated, Inc.
IT Services
Series C Preferred Stock
$6.50M
$20.01M
-$13.51M
Vestwell Holdings, Inc.
Professional Services
Series D Preferred Stock
$6.00M
$6.02M
-$22.0K
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
$4.86M
$4.87M
-$9.0K
+4.75%
2029-02
LogRhythm, Inc.
Systems Software
First lien senior secured loan
$4.62M
$4.62M
-$5.0K
+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
$4.31M
$4.31M
-$4.0K
+6.25%
2029-01
Granicus, Inc.
Application Software
First lien senior secured loan
$3.93M
$3.92M
$15.0K
+3.50%
2031-01
KWOL Acquisition, Inc. (dba Worldwide Clinical Trials)
Health Care Providers & Services
Class A Interest
$3.87M
$3.52M
$347.0K
Walker Edison Furniture Company LLC
Internet & Direct Marketing Retail
First lien senior secured loan
$3.77M
$19.20M
-$15.43M
2027-03
BCTO WIW Holdings, Inc. (dba When I Work)
Professional Services
Class A Common Stock
$3.62M
$7.00M
-$3.38M
Athenahealth Group Inc.
Health Care Technology
First lien senior secured loan
$3.44M
$3.44M
-$9.0K
+3.00%
2029-02
E2Open Parent Holdings, Inc.
IT Services
Class A Common Stock
$3.30M
$17.50M
-$14.20M
Proofpoint, Inc.
Professional Services
First lien senior secured loan
$3.15M
$3.15M
-$5.0K
+3.00%
2028-08
ConnectWise, LLC
Systems Software
First lien senior secured loan
$3.04M
$3.05M
-$4.0K
+3.50%
2028-09
Coherent Group Inc.
Insurance
Convertible notes
$3.03M
$3.03M
-$3.0K
+5.30%
2025-12
Algolia, Inc.
Systems Software
Series D Preferred Stock
$3.03M
$4.00M
-$973.0K
Brex, Inc.
Diversified Financial Services
Preferred Stock
$2.88M
$5.01M
-$2.13M
Insight CP (Blocker) Holdings, L.P. (dba CivicPlus, LLC)
Application Software
LP Interest
$2.87M
$2.29M
$582.0K
BEHP Co-Investor II, L.P.
Health Care Technology
LP Interest
$2.59M
$2.34M
$252.0K
Simpler Postage, Inc. (dba Easypost)
Application Software
Warrants
$2.59M
$2.63M
-$44.0K
WP Irving Co-Invest, L.P.
Health Care Technology
Partnership Units
$2.55M
$2.24M
$312.0K
Nylas, Inc.
Application Software
Series C Preferred Stock
$2.54M
$15.01M
-$12.47M
Sensor Technology Topco, Inc. (dba Humanetics)
Professional Services
First lien senior secured revolving loan
$2.53M
$2.53M
-$2.0K
+6.50%
2028-05
Blue Owl Credit SLF LLC
LLC Interest
$2.45M
$2.45M
$0.00
Blue Owl Credit SLF LLC(c)
Non-controlled/affiliated - delayed draw debt commitments
$2.45M
Juniper Square, Inc.
Diversified Financial Services
Warrants
$2.13M
$2.13M
-$2.0K
Indikami Bidco, LLC (dba IntegriChain)
Health Care Technology
First lien senior secured delayed draw term loan
$2.06M
$2.00M
$61.0K
+6.00%
2030-12
Amergin Asset Management, LLC
Diversified Financial Services
Class A Units
$1.82M
$783.0K
$1.03M
Orange Blossom Parent, Inc.
Health Care Technology
Common Units
$1.66M
$1.67M
-$1.0K
Severin Acquisition, LLC (dba PowerSchool)
IT Services
First lien senior secured revolving loan
$1.61M
$1.62M
-$13.0K
+4.75%
2031-10
Illumio, Inc.
Systems Software
Common stock
$1.49M
$2.43M
-$946.0K
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 revolving loan
$1.21M
$1.22M
-$1.0K
+5.00%
2027-12
Severin Acquisition, LLC (dba PowerSchool)
IT Services
First lien senior secured delayed draw term loan
$1.16M
$1.18M
-$20.0K
+5.00%
2031-10
Smarsh Inc.
Diversified Financial Services
First lien senior secured revolving loan
$1.16M
$1.14M
$20.0K
+4.75%
2029-02
Pacific BidCo Inc.
Pharmaceuticals
First lien senior secured delayed draw term loan
$935.0K
$936.0K
-$1.0K
+5.75%
2029-08
Circle Internet Services, Inc.
Systems Software
Series F Preferred Stock
$788.0K
$1.50M
-$712.0K
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
JumpCloud, Inc.
IT Services
Series B Preferred Stock
$639.0K
$4.53M
-$3.89M
Accelerate Topco Holdings, LLC
Insurance
Common Units
$612.0K
$612.0K
$0.00
Simplicity Financial Marketing Group Holdings, Inc.
Insurance
First lien senior secured delayed draw term loan
$587.0K
$588.0K
-$1.0K
+5.00%
2031-12
Granicus, Inc.
Application Software
First lien senior secured delayed draw term loan
$578.0K
$578.0K
$0.00
+3.00%
2031-01
Circle Internet Services, Inc.
Systems Software
Warrants
$567.0K
$6.0K
$561.0K
Dodge Construction Network Holdings, L.P.
Construction & Engineering
Class A-2 Common Units
$474.0K
$2.84M
-$2.37M
Alpha Partners Technology Merger Corp
Application Software
Common stock
$336.0K
$1.00M
-$664.0K
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
$169.0K
$174.0K
-$5.0K
Galway Borrower LLC
Insurance
First lien senior secured delayed draw term loan
$152.0K
$152.0K
$0.00
+4.50%
2028-09
Alpha Partners Technology Merger Corp
Application Software
Warrants
$113.0K
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
Databricks, Inc.
Systems Software
First lien senior secured delayed draw term loan
$0.00
$2.0K
-$2.0K
+4.50%
2031-01
Walker Edison Holdco LLC
Internet & Direct Marketing Retail
Common Units
$0.00
$9.50M
-$9.50M
Phantom Purchaser, Inc.
Health Care Providers & Services
First lien senior secured revolving loan
-$3.0K
Foundation Consumer Brands, LLC
Pharmaceuticals
First lien senior secured revolving loan
-$6.0K
Ministry Brands Holdings, LLC
Application Software
First lien senior secured revolving loan
-$6.0K
Tamarack Intermediate, L.L.C. (dba Verisk 3E)
Application Software
First lien senior secured revolving loan
-$8.0K
PDI TA Holdings, Inc.
Multiline Retail
First lien senior secured delayed draw term loan
-$11.0K
AmeriLife Holdings LLC
Insurance
First lien senior secured delayed draw term loan #2
-$13.0K
LogRhythm, Inc.
Systems Software
First lien senior secured revolving loan
-$13.0K
Simplicity Financial Marketing Group Holdings, Inc.
Insurance
First lien senior secured revolving loan
-$19.0K
AmeriLife Holdings LLC
Insurance
First lien senior secured revolving loan
-$24.0K
Litera Bidco LLC
Diversified Consumer Services
First lien senior secured revolving loan
-$25.0K
Cambrex Corporation
Health Care Equipment & Supplies
First lien senior secured delayed draw term loan
-$29.0K
Disco Parent, Inc. (dba Duck Creek Technologies, Inc.)
Insurance
First lien senior secured revolving loan
-$29.0K
QAD, Inc.
Industrial Conglomerates
First lien senior secured revolving loan
-$29.0K
Relativity ODA LLC
Diversified Consumer Services
First lien senior secured revolving loan
-$29.0K
Artifact Bidco, Inc. (dba Avetta)
Application Software
First lien senior secured revolving loan
-$30.0K
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 #2
-$44.0K
OneOncology, LLC
Health Care Providers & Services
First lien senior secured revolving loan
-$47.0K
Forescout Technologies, Inc.
Systems Software
First lien senior secured revolving loan
-$48.0K
GS Acquisitionco, Inc. (dba insightsoftware)
Application Software
First lien senior secured revolving loan
-$48.0K
AI Titan Parent, Inc. (dba Prometheus Group)
Application Software
First lien senior secured delayed draw term loan
-$50.0K
Cambrex Corporation
Health Care Equipment & Supplies
First lien senior secured revolving loan
-$51.0K
EresearchTechnology, Inc. (dba Clario)
Health Care Providers & Services
First lien senior secured delayed draw term loan #2
-$56.0K
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
Azurite Intermediate Holdings, Inc. (dba Alteryx, Inc.)
Systems Software
First lien senior secured revolving loan
-$78.0K
OneOncology, LLC
Health Care Providers & Services
First lien senior secured delayed draw term loan #1
-$87.0K
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
Creek Parent, Inc. (dba Catalent)
Life Sciences Tools & Services
First lien senior secured revolving loan
-$126.0K
Tricentis Operations Holdings, Inc.
Systems Software
First lien senior secured revolving loan
-$140.0K
Interoperability Bidco, Inc. (dba Lyniate)
Health Care Technology
First lien senior secured delayed draw term loan
-$152.0K
RL Datix Holdings (USA), Inc.
Health Care Technology
First lien senior secured revolving loan
-$155.0K
Packaging Coordinators Midco, Inc.
Health Care Equipment & Supplies
First lien senior secured revolving loan
-$170.0K
When I Work, Inc.
Professional Services
First lien senior secured revolving loan
-$196.0K
Crewline Buyer, Inc. (dba New Relic)
Systems Software
First lien senior secured revolving loan
-$214.0K
PetVet Care Centers, LLC
Health Care Providers & Services
First lien senior secured delayed draw term loan
-$461.0K
Packaging Coordinators Midco, Inc.
Health Care Equipment & Supplies
First lien senior secured delayed draw term loan
-$489.0K
PetVet Care Centers, LLC
Health Care Providers & Services
First lien senior secured revolving loan
-$591.0K
Securonix, Inc.
Systems Software
First lien senior secured revolving loan
-$783.0K
-$326.0K
-$457.0K
+7.00%
2028-04
Disclosed holdings FV
$12.07B
Parsed holdings FV
$12.18B
Residual gap
-$107.44M
Balance-sheet cash
$1.00B
CIK
0001747777
Accession
0001747777-25-000015
Form type
10-Q
Period
2025-03-31