BDC·info
OTIC

Blue Owl Technology Income Corp

Period
SEC EDGAR ↗
Portfolio Fair Value
$6.13B
295 holdings
Avg Spread
+4.56%
FV-weighted, debt
Avg Coupon
FV-weighted
% First Lien
89.5%
of debt FV
Unrealized P/L
+$28.65M
+0.47% of cost
Non-Accrual
0
text-detected

Balance sheet

Assets$6.39B
Liabilities + Equity$6.39B
First Lien
$5.48B · 85.7%
Debt (Borrowings)
$2.68B · 42.0%
Net Assets (Equity)
$3.43B · 53.6%

Industry Composition

Health Care Technology
14.0%
Systems Software
13.1%
Application Software
12.1%
Diversified Financial Services
6.6%
Insurance
6.5%
Health Care Providers & Services
6.0%
IT Services
5.5%
Professional Services
5.5%
Commercial Services & Supplies
2.9%
Health Care Equipment & Supplies
2.8%
Diversified Consumer Services
2.5%
Food & Staples Retailing
2.5%
Other industries
19.9%

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
295 of 300
IssuerIndustryType
Fair Value
Cost
Unrealized
Coupon
Spread
Maturity
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
$145.39M
$145.39M
$0.00
+4.50%
2029-12
Anaplan, Inc.
Application Software
First lien senior secured loan
$105.38M
$105.38M
$0.00
+4.50%
2029-06
Magnet Forensics, LLC (f/k/a Grayshift, LLC)
Application Software
First lien senior secured loan
$99.48M
$99.39M
$91.0K
+4.50%
2028-07
Crewline Buyer, Inc. (dba New Relic)
Systems Software
First lien senior secured loan
$93.33M
$92.90M
$427.0K
+6.75%
2030-11
Blackhawk Network Holdings, Inc.
Diversified Financial Services
First lien senior secured loan
$89.19M
$88.93M
$267.0K
+4.00%
2029-03
Inovalon Holdings, Inc.
Health Care Technology
First lien senior secured loan
$88.96M
$88.80M
$167.0K
+2.75%
2028-11
CT Technologies Intermediate Holdings, Inc.
Health Care Technology
(& Smart Holdings Corp.) (dba Datavant), First lien senior secured loan #1
$85.38M
$84.95M
$426.0K
+5.00%
2031-08
Associations, Inc.
Buildings & Real Estate
First lien senior secured loan
$80.11M
$80.00M
$112.0K
+6.50%
2028-07
Salinger Bidco Inc. (dba Surgical Information Systems)
Health Care Technology
First lien senior secured loan
$79.92M
$78.87M
$1.05M
+5.75%
2031-08
Integrated Specialty Coverages, LLC
Insurance
First lien senior secured loan
$78.21M
$77.96M
$244.0K
+4.75%
2030-07
Packaging Coordinators Midco, Inc.
Health Care Equipment & Supplies
First lien senior secured loan
$76.33M
$75.74M
$593.0K
+4.75%
2032-01
Aerosmith Bidco 1 Limited (dba Audiotonix)
Entertainment
First lien senior secured loan
$70.06M
$69.28M
$786.0K
+5.25%
2031-07
Spaceship Purchaser, Inc. (dba Squarespace)
IT Services
First lien senior secured loan
$67.50M
$67.19M
$303.0K
+5.00%
2031-10
SimpliSafe Holding Corporation
Commercial Services & Supplies
First lien senior secured loan
$67.32M
$66.76M
$561.0K
+6.25%
2028-05
Severin Acquisition, LLC (dba PowerSchool)
IT Services
First lien senior secured loan
$67.07M
$67.36M
-$291.0K
+2.75%
2031-10
Integrity Marketing Acquisition, LLC
Insurance
First lien senior secured loan
$66.48M
$66.21M
$274.0K
+5.00%
2028-08
Zendesk, Inc.
Application Software
First lien senior secured loan
$64.04M
$63.03M
$1.01M
+5.00%
2028-11
LSI Financing LLC
Pharmaceuticals
Specialty finance equity investment
$63.94M
$61.63M
$2.31M
Boxer Parent Company Inc. (f/k/a BMC)
Application Software
First lien senior secured loan
$63.45M
$63.59M
-$139.0K
+3.00%
2031-07
Minotaur Acquisition, Inc. (dba Inspira Financial)
Diversified Financial Services
First lien senior secured loan
$62.05M
$61.51M
$544.0K
+5.00%
2030-06
Modernizing Medicine, Inc. (dba ModMed)
Health Care Technology
First lien senior secured loan
$61.81M
$61.54M
$274.0K
+2.50%
2032-04
Tricentis Operations Holdings, Inc.
Systems Software
First lien senior secured loan
$60.84M
$60.90M
-$60.0K
+1.38%
2032-02
EresearchTechnology, Inc. (dba Clario)
Health Care Providers & Services
First lien senior secured loan
$59.89M
$59.30M
$589.0K
+4.75%
2032-01
Certinia, Inc.
Professional Services
First lien senior secured loan
$58.68M
$57.96M
$716.0K
+5.25%
2030-08
Minerva Holdco, Inc.
Health Care Technology
Senior A Preferred Stock
$58.50M
$58.58M
-$87.0K
PerkinElmer U.S. LLC
Health Care Equipment & Supplies
First lien senior secured loan
$57.82M
$57.72M
$102.0K
+4.75%
2029-03
Deerfield Dakota Holdings
Diversified Financial Services
First lien senior secured loan
$56.17M
$56.18M
-$2.0K
+3.00%
2032-09
Armstrong Bidco Limited
Application Software
First lien senior secured GBP delayed draw term loan
GBP 54.16M
GBP 49.01M
GBP 5.15M
+5.25%
2029-06
Creek Parent, Inc. (dba Catalent)
Life Sciences Tools & Services
First lien senior secured loan
$51.12M
$50.30M
$817.0K
+5.00%
2031-12
Litera Bidco LLC
Diversified Consumer Services
First lien senior secured loan
$50.83M
$50.65M
$184.0K
+5.00%
2028-05
Storable, Inc.
Equity Real Estate Investment Trusts (REITs)
First lien senior secured loan
$49.85M
$49.70M
$153.0K
+3.25%
2031-04
Kaseya Inc.
IT Services
First lien senior secured loan
$49.80M
$49.52M
$279.0K
+3.25%
2032-03
Bayshore Intermediate #2, L.P. (dba Boomi)
Systems Software
First lien senior secured loan
$48.99M
$48.99M
$7.0K
+2.50%
2028-10
Aptean Acquiror, Inc. (dba Aptean)
Industrial Conglomerates
First lien senior secured loan
$48.62M
$48.27M
$355.0K
+4.75%
2031-01
Databricks, Inc.
Systems Software
First lien senior secured loan
$48.57M
$48.34M
$231.0K
+4.50%
2031-01
Denali BuyerCo, LLC (dba Summit Companies)
Commercial Services & Supplies
First lien senior secured loan
$48.56M
$47.02M
$1.55M
+5.25%
2028-09
Activate Holdings (US) Corp. (dba Absolute Software)
Systems Software
First lien senior secured loan
$48.46M
$48.29M
$164.0K
+5.50%
2030-07
Gerson Lehrman Group, Inc.
Professional Services
First lien senior secured loan
$47.12M
$46.87M
$255.0K
+5.00%
2028-12
Storable Intermediate Holdings, LLC
Equity Real Estate Investment Trusts (REITs)
First lien senior secured loan
$47.03M
$46.81M
$219.0K
2032-04
BTRS Holdings Inc. (dba Billtrust)
Diversified Financial Services
First lien senior secured loan
$46.85M
$46.70M
$149.0K
+5.50%
2028-12
KWOL Acquisition, Inc. (dba Worldwide Clinical Trials)
Health Care Providers & Services
First lien senior secured loan
$45.35M
$44.71M
$639.0K
+4.75%
2029-12
Relativity ODA LLC
Diversified Consumer Services
First lien senior secured loan
$45.11M
$44.97M
$145.0K
+4.50%
2029-05
ManTech International Corporation
Aerospace & Defense
First lien senior secured loan
$44.87M
$44.87M
$0.00
+5.00%
2029-09
Ping Identity Holding Corp.
Systems Software
First lien senior secured loan
$43.46M
$43.39M
$71.0K
+4.75%
2029-10
Einstein Parent, Inc. (dba Smartsheet)
Application Software
First lien senior secured loan
$42.70M
$42.74M
-$37.0K
+6.50%
2031-01
Barracuda Parent, LLC
Systems Software
Second lien senior secured loan
$42.19M
$54.68M
-$12.49M
+7.00%
2030-08
Himalaya Topco LLC (dba HealthEdge)
Health Care Technology
First lien senior secured loan
$41.52M
$41.52M
-$5.0K
+3.00%
2032-06
Knockout Intermediate Holdings I Inc. (dba Kaseya Inc.)
IT Services
Perpetual Preferred Stock
$40.91M
$40.48M
$429.0K
Denali Intermediate Holdings, Inc. (dba Dun & Bradstreet)
Capital Markets
First lien senior secured loan
$40.30M
$40.30M
-$8.0K
+5.50%
2032-08
Hyland Software, Inc.
Health Care Technology
First lien senior secured loan
$39.78M
$39.78M
$0.00
+5.00%
2030-09
XPLOR T1, LLC
Application Software
First lien senior secured loan
$39.50M
$39.60M
-$99.0K
+3.50%
2031-06
Delta TopCo, Inc. (dba Infoblox, Inc.)
Systems Software
Second lien senior secured loan
$38.84M
$38.81M
$29.0K
+5.25%
2030-11
Color Intermediate, LLC (dba ClaimsXten)
Health Care Technology
First lien senior secured loan
$38.54M
$38.54M
$0.00
+4.75%
2029-10
Computer Services, Inc. (dba CSI)
Diversified Financial Services
First lien senior secured loan #1
$38.40M
$38.05M
$348.0K
+5.25%
2029-11
OneOncology, LLC
Health Care Providers & Services
First lien senior secured loan
$38.05M
$37.85M
$194.0K
+4.75%
2030-06
AmeriLife Holdings LLC
Insurance
First lien senior secured loan
$37.19M
$36.99M
$202.0K
+5.00%
2029-08
Vensure Employer Services, Inc.
Professional Services
First lien senior secured loan
$36.81M
$36.85M
-$41.0K
+4.98%
2031-09
PetVet Care Centers, LLC
Health Care Providers & Services
First lien senior secured loan
$35.67M
$38.26M
-$2.58M
+6.00%
2030-11
Inovalon Holdings, Inc.
Health Care Technology
Second lien senior secured loan
$35.44M
$35.44M
$0.00
2033-11
Flexera Software LLC
IT Services
First lien senior secured loan
$35.04M
$35.04M
-$2.0K
+4.75%
2032-08
Monotype Imaging Holdings Inc.
Media
First lien senior secured loan
$34.45M
$34.23M
$223.0K
+5.50%
2031-02
Sitecore Holding III A/S
Systems Software
First lien senior secured EUR term loan
EUR 34.28M
EUR 30.70M
EUR 3.58M
+3.25%
2029-03
Central Parent Inc. (dba CDK Global Inc.)
Application Software
First lien senior secured loan
$33.91M
$39.31M
-$5.40M
+3.25%
2029-07
Pye-Barker Fire & Safety, LLC
Commercial Services & Supplies
First lien senior secured loan
$33.18M
$33.08M
$102.0K
+4.50%
2031-05
Computer Services, Inc. (dba CSI)
Diversified Financial Services
First lien senior secured loan #2
$33.08M
$32.93M
$145.0K
+4.75%
2029-11
Avalara, Inc.
Application Software
First lien senior secured loan
$33.03M
$33.04M
-$10.0K
+3.25%
2032-03
Smarsh Inc.
Diversified Financial Services
First lien senior secured loan
$33.00M
$32.90M
$105.0K
+4.75%
2029-02
Indikami Bidco, LLC (dba IntegriChain)
Health Care Technology
First lien senior secured loan
$32.81M
$32.72M
$87.0K
+4.00%
2030-12
Klarna Holding AB
Consumer Finance
Subordinated Floating Rate Notes
$32.67M
$32.67M
$0.00
+7.00%
2034-04
CCI BUYER, INC. (dba Consumer Cellular)
Wireless Telecommunication Services
First lien senior secured loan
$32.43M
$32.28M
$150.0K
+5.00%
2032-05
Entrata, Inc.
Real Estate Management & Development
First lien senior secured loan
$32.42M
$32.42M
$0.00
+3.00%
2032-09
Talon MidCo 2 Limited
Systems Software
First lien senior secured loan #1
$30.78M
$30.45M
$324.0K
+5.18%
2028-08
Sitecore USA, Inc.
Systems Software
First lien senior secured loan
$30.41M
$30.26M
$145.0K
+3.00%
2029-03
Neptune Holdings, Inc. (dba NexTech)
Health Care Technology
First lien senior secured loan
$30.34M
$30.21M
$134.0K
+4.50%
2030-08
RL Datix Holdings (USA), Inc.
Health Care Technology
First lien senior secured loan
$29.82M
$29.82M
$0.00
+5.00%
2031-04
Aurelia Netherlands B.V.
Internet & Direct Marketing Retail
First lien senior secured EUR term loan
EUR 29.71M
EUR 28.57M
EUR 1.13M
+4.75%
2031-05
Associations Finance, Inc.
Buildings & Real Estate
Unsecured notes
$29.66M
$29.50M
$159.0K
2030-05
Project Alpha Intermediate Holding, Inc. (dba Qlik)
Systems Software
First lien senior secured loan
$29.62M
$29.49M
$133.0K
+3.25%
2030-10
Proofpoint, Inc.
Professional Services
First lien senior secured loan
$29.53M
$29.32M
$209.0K
+3.00%
2028-08
Infobip Inc.
Application Software
First lien senior secured loan
$28.91M
$28.94M
-$30.0K
+5.75%
2029-06
Asurion, LLC
Insurance
Second lien senior secured loan
$28.02M
$28.13M
-$114.0K
+5.25%
2029-01
Interoperability Bidco, Inc. (dba Lyniate)
Health Care Technology
First lien senior secured loan
$27.78M
$28.16M
-$380.0K
+5.75%
2028-03
Cloud Software Group, Inc.
Systems Software
First lien senior secured loan #1
$27.56M
$27.47M
$93.0K
+3.25%
2031-03
AI Titan Parent, Inc. (dba Prometheus Group)
Application Software
First lien senior secured loan
$27.27M
$27.31M
-$34.0K
+4.50%
2031-08
Sensor Technology Topco, Inc. (dba Humanetics)
Professional Services
First lien senior secured loan
$25.75M
$25.70M
$51.0K
+7.00%
2028-05
Barracuda Parent, LLC
Systems Software
First lien senior secured loan #1
$25.68M
$30.19M
-$4.51M
+4.50%
2029-08
Azurite Intermediate Holdings, Inc. (dba Alteryx, Inc.)
Systems Software
First lien senior secured loan
$25.65M
$25.33M
$320.0K
+6.00%
2031-03
Bamboo US BidCo LLC
Life Sciences Tools & Services
First lien senior secured loan
$25.62M
$25.57M
$54.0K
+5.25%
2030-09
Trucordia Insurance Holdings, LLC
Insurance
Second lien senior secured loan
$25.00M
$24.76M
$244.0K
+5.75%
2033-06
BCPE Pequod Buyer, Inc. (dba Envestnet)
Diversified Financial Services
First lien senior secured loan
$24.97M
$25.02M
-$49.0K
+3.00%
2031-11
Finastra USA, Inc.
Banks
First lien senior secured loan
$24.89M
$24.75M
$135.0K
+4.00%
2032-09
OneOncology, LLC
Health Care Providers & Services
First lien senior secured delayed draw term loan
$24.84M
$24.68M
$157.0K
+5.00%
2030-06
Saphilux S.a.r.L. (dba IQ-EQ)
IT Services
First lien senior secured loan
$24.26M
$24.20M
$67.0K
+3.00%
2028-07
Securiti, Inc.
Systems Software
Series C Preferred Shares
$23.79M
$10.00M
$13.79M
Covetrus, Inc.
Health Care Providers & Services
Second lien senior secured loan
$23.31M
$24.62M
-$1.31M
+9.25%
2030-10
Sovos Compliance, LLC
Professional Services
First lien senior secured loan
$23.27M
$23.25M
$21.0K
+3.25%
2029-08
Raven Acquisition Holdings, LLC (dba R1 RCM)
Health Care Technology
First lien senior secured loan
$23.20M
$23.11M
$96.0K
+3.00%
2031-11
Simplicity Financial Marketing Group Holdings, Inc.
Insurance
First lien senior secured loan
$23.01M
$22.79M
$228.0K
+5.00%
2031-12
Mitchell International, Inc.
Insurance
First lien senior secured loan
$22.44M
$22.38M
$61.0K
+3.25%
2031-06
Cloud Software Group, Inc.
Systems Software
First lien senior secured loan #2
$21.79M
$21.73M
$63.0K
+3.25%
2032-08
Troon Golf, L.L.C.
Hotels, Restaurants & Leisure
First lien senior secured loan
$21.61M
$21.60M
$11.0K
+4.75%
2028-08
Five Star Lower Holding LLC
Containers & Packaging
First lien senior secured loan
$21.18M
$21.03M
$145.0K
+4.25%
2029-05
Atlas Borrower, LLC (dba Anovo)
Health Care Providers & Services
First lien senior secured loan
$21.15M
$21.16M
-$2.0K
+4.50%
2032-09
Puma Buyer, LLC (dba PANTHERx)
Health Care Providers & Services
First lien senior secured loan
$20.61M
$20.47M
$146.0K
+4.25%
2032-03
Accommodations Plus Technologies LLC
Airlines
First lien senior secured loan
$20.54M
$20.55M
-$7.0K
+4.50%
2032-05
Imprivata, Inc.
Health Care Technology
First lien senior secured loan
$20.48M
$20.41M
$69.0K
+3.00%
2027-12
Athenahealth Group Inc.
Health Care Technology
First lien senior secured loan
$20.36M
$20.41M
-$52.0K
+2.75%
2029-02
Trucordia Insurance Holdings, LLC
Insurance
First lien senior secured loan
$20.03M
$19.95M
$74.0K
+3.25%
2032-06
Level 3 Financing, Inc.
Diversified Telecommunication Services
First lien senior secured loan
$20.00M
$20.00M
$0.00
+3.25%
2032-03
RealPage, Inc.
Real Estate Management & Development
First lien senior secured loan #1
$19.95M
$19.77M
$183.0K
+3.00%
2028-04
AlphaSense, Inc.
Application Software
First lien senior secured loan
$19.95M
$19.89M
$58.0K
+6.25%
2029-06
Icefall Parent, Inc. (dba EngageSmart)
Diversified Consumer Services
First lien senior secured loan
$19.90M
$19.90M
$0.00
+4.50%
2030-01
Bracket Intermediate Holding Corp.
Life Sciences Tools & Services
First lien senior secured loan
$19.64M
$19.55M
$90.0K
+4.25%
2028-05
RealPage, Inc.
Real Estate Management & Development
First lien senior secured loan #2
$19.10M
$18.96M
$138.0K
+3.75%
2028-04
Vital Bidco AB (dba Vitamin Well)
Food Products
First lien senior secured loan
$18.99M
$18.71M
$279.0K
+4.31%
2031-10
WU Holdco, Inc. (dba PurposeBuilt Brands)
Household Products
First lien senior secured loan
$18.95M
$18.91M
$45.0K
+4.75%
2032-04
Barracuda Parent, LLC
Systems Software
First lien senior secured loan #2
$18.65M
$19.89M
-$1.24M
+6.50%
2029-08
Ministry Brands Holdings, LLC
Application Software
First lien senior secured loan
$18.62M
$18.56M
$63.0K
+5.50%
2028-12
RL Datix Holdings (USA), Inc.
Health Care Technology
First lien senior secured GBP term loan
GBP 18.59M
GBP 18.63M
-GBP 45.0K
+5.00%
2031-04
Simpler Postage, Inc. (dba Easypost)
Application Software
First lien senior secured loan
$18.43M
$19.05M
-$611.0K
+8.00%
2029-06
CT Technologies Intermediate Holdings, Inc.
Health Care Technology
(& Smart Holdings Corp.) (dba Datavant), First lien senior secured loan #2
$18.39M
$18.40M
-$4.0K
+4.75%
2031-08
Securonix, Inc.
Systems Software
First lien senior secured loan
$18.26M
$20.23M
-$1.97M
+4.00%
2029-04
FR Flow Control CB LLC (dba Trillium Flow Technologies)
Machinery
First lien senior secured loan
$18.20M
$18.08M
$119.0K
+5.25%
2029-12
Bristol Hospice L.L.C.
Health Care Providers & Services
First lien senior secured loan
$18.17M
$18.17M
$0.00
+5.00%
2032-08
Faraday Buyer, LLC (dba MacLean Power Systems)
Machinery
First lien senior secured loan
$17.74M
$17.50M
$238.0K
+6.00%
2028-10
Marcel Bidco LLC (dba SUSE)
IT Services
First lien senior secured loan
$17.62M
$17.62M
$0.00
+3.00%
2030-11
Delta TopCo, Inc. (dba Infoblox, Inc.)
Systems Software
First lien senior secured loan
$16.82M
$17.03M
-$208.0K
+2.75%
2029-11
Finastra USA, Inc.
Banks
First lien senior secured loan #1
$16.75M
$16.55M
$200.0K
+7.25%
2029-09
Engineered Machinery Holdings, Inc. (dba Duravant)
Construction & Engineering
First lien senior secured loan
$16.74M
$16.60M
$139.0K
+3.50%
2028-05
PDI TA Holdings, Inc.
Multiline Retail
First lien senior secured loan
$16.55M
$16.43M
$124.0K
+5.50%
2031-02
Commander Buyer, Inc. (dba CenExel)
Life Sciences Tools & Services
First lien senior secured loan
$16.52M
$16.48M
$47.0K
+4.75%
2032-06
Tricorbraun Holdings, Inc.
Containers & Packaging
First lien senior secured loan
$16.24M
$16.26M
-$17.0K
+3.25%
2028-03
Elliott Alto Co-Investor Aggregator L.P.
Systems Software
LP Interest
$16.18M
$7.89M
$8.29M
Ardonagh Midco 3 PLC
Insurance
First lien senior secured loan
$16.07M
$16.14M
-$65.0K
+2.75%
2031-02
KnowBe4, Inc.
Systems Software
First lien senior secured loan
$16.00M
$15.96M
$39.0K
+3.75%
2032-07
Kaseya Inc.
IT Services
Second lien senior secured loan
$15.73M
$15.65M
$80.0K
+5.00%
2033-03
Zelis Cost Management Buyer, Inc.
Health Care Technology
First lien senior secured loan #2
$15.72M
$15.66M
$67.0K
+3.25%
2031-11
Valeris, Inc. (fka Phantom Purchaser, Inc.)
Health Care Providers & Services
First lien senior secured loan B
$15.08M
$15.02M
$69.0K
+4.75%
2031-09
Brex, Inc.
Diversified Financial Services
Class A Units
$15.00M
$15.00M
-$8.0K
TK Operations Ltd (dba Travelperk, Inc.)
Professional Services
First lien senior secured loan
$14.91M
$14.53M
$381.0K
2029-05
MED ParentCo, LP
Health Care Providers & Services
First lien senior secured loan
$14.91M
$14.89M
$21.0K
+3.25%
2031-04
Confluent Medical Technologies, Inc.
Health Care Equipment & Supplies
First lien senior secured loan
$14.81M
$14.74M
$74.0K
+3.00%
2029-02
Access CIG, LLC
Commercial Services & Supplies
First lien senior secured loan
$14.74M
$14.71M
$26.0K
+4.00%
2030-08
Appfire Technologies, LLC
Systems Software
First lien senior secured loan
$14.72M
$14.65M
$70.0K
+5.00%
2028-03
DCCM, LLC
Professional Services
First lien senior secured loan
$14.67M
$14.68M
-$5.0K
+4.75%
2032-06
Bamboo US BidCo LLC
Life Sciences Tools & Services
First lien senior secured EUR term loan
EUR 14.64M
EUR 13.11M
EUR 1.53M
+5.25%
2030-09
Eternal Buyer, LLC (dba Wedgewood Weddings)
Diversified Consumer Services
First lien senior secured loan
$14.30M
$14.30M
-$2.0K
+4.75%
2032-06
Plasma Buyer LLC (dba PathGroup)
Health Care Providers & Services
First lien senior secured loan
$14.19M
$16.35M
-$2.16M
+5.75%
2029-05
Dragonfly Health, Inc. (f/k/a StateServ Acquisition, Inc.)
Health Care Technology
First lien senior secured loan
$13.86M
$13.72M
$131.0K
+5.75%
2030-11
By Light Professional IT Services LLC
Aerospace & Defense
First lien senior secured loan
$13.73M
$13.74M
-$5.0K
+5.50%
2031-07
Cambrex Corporation
Health Care Equipment & Supplies
First lien senior secured loan
$13.67M
$13.54M
$128.0K
+4.50%
2032-03
JS Parent, Inc. (dba Jama Software)
Application Software
First lien senior secured loan
$13.54M
$13.48M
$57.0K
+4.75%
2031-04
ModMed Software Midco Holdings, Inc. (dba ModMed)
Health Care Technology
Series A Preferred Units
$13.49M
$13.39M
$103.0K
Clover Holdings 2, LLC (dba Cohesity)
Systems Software
First lien senior secured loan
$13.41M
$13.27M
$137.0K
+3.75%
2031-12
Perforce Software, Inc.
Application Software
First lien senior secured loan #2
$13.35M
$14.37M
-$1.01M
+4.75%
2029-06
Innovation Ventures HoldCo, LLC (dba 5 Hour Energy)
Beverages
First lien senior secured loan
$12.97M
$12.96M
$12.0K
+6.25%
2027-03
Alera Group, Inc.
Insurance
Second lien senior secured loan
$12.84M
$12.44M
$397.0K
+5.50%
2033-05
Engage Debtco Limited
Health Care Providers & Services
First lien senior secured loan
$12.70M
$13.01M
-$307.0K
+3.18%
2029-07
CCM Midco, LLC (f/k/a Cresset Capital Management, LLC)
Capital Markets
First lien senior secured loan
$12.61M
$12.46M
$151.0K
+4.75%
2030-06
IGT Holding IV AB (dba IFS)
Application Software
First lien senior secured loan
$12.56M
$12.50M
$63.0K
+3.00%
2032-04
Flexera Software LLC
IT Services
First lien senior secured EUR term loan
EUR 12.43M
EUR 12.38M
EUR 40.0K
+4.75%
2032-08
Ensemble RCM, LLC
Health Care Technology
First lien senior secured loan
$12.35M
$12.26M
$92.0K
+3.00%
2029-08
Motus Group, LLC
Professional Services
First lien senior secured loan
$12.29M
$12.31M
-$26.0K
+3.75%
2028-12
PointClickCare Technologies, Inc.
Health Care Technology
First lien senior secured loan
$11.98M
$11.97M
$7.0K
+2.75%
2031-11
Project Hotel California Co-Invest Fund, L.P.
Systems Software
LP Interest
$11.92M
$6.68M
$5.24M
Granicus, Inc.
Application Software
First lien senior secured loan
$11.88M
$11.78M
$93.0K
+3.50%
2031-01
Project Boost Purchaser, LLC (dba J.D. Power)
Professional Services
First lien senior secured loan
$11.13M
$11.17M
-$35.0K
+2.75%
2031-07
Artifact Bidco, Inc. (dba Avetta)
Application Software
First lien senior secured loan
$11.04M
$10.99M
$47.0K
+4.25%
2031-07
Vessco Midco Holdings, LLC
Water Utilities
First lien senior secured loan
$11.04M
$10.94M
$102.0K
+4.75%
2031-07
Eagan Parent, Inc. (dba Elite)
Diversified Consumer Services
First lien senior secured loan
$10.61M
$10.61M
-$4.0K
+4.50%
2032-09
iSolved, Inc.
Professional Services
First lien senior secured loan
$10.52M
$10.50M
$21.0K
+2.75%
2030-10
Acrisure, LLC
Insurance
First lien senior secured loan
$10.40M
$10.43M
-$29.0K
+3.00%
2030-11
Asurion, LLC
Insurance
First lien senior secured loan #2
GBP 9.94M
GBP 9.94M
GBP 5.0K
+3.25%
2027-07
CE Intermediate I, LLC (dba Clubessential)
Hotels, Restaurants & Leisure
First lien senior secured loan
$9.93M
$9.93M
$4.0K
+3.00%
2032-02
Project Ruby Ultimate Parent Corp. (dba Wellsky)
Health Care Technology
First lien senior secured loan
$9.90M
$9.90M
$2.0K
+2.75%
2028-03
Halo Parent Newco, LLC
Systems Software
Class H PIK Preferred Equity
$9.90M
$14.17M
-$4.27M
Resonetics, LLC
Health Care Equipment & Supplies
First lien senior secured loan
$9.89M
$9.90M
-$14.0K
+2.75%
2031-06
Fiesta Purchaser, Inc. (dba Shearer's Foods)
Food & Staples Retailing
First lien senior secured loan
$9.85M
$9.88M
-$25.0K
+2.75%
2031-02
Zelis Cost Management Buyer, Inc.
Health Care Technology
First lien senior secured loan #1
$9.82M
$9.81M
$7.0K
+2.75%
2029-09
AQ Carver Buyer, Inc. (dba CoAdvantage)
Professional Services
First lien senior secured loan
$9.31M
$9.66M
-$349.0K
+5.50%
2029-08
Pacific BidCo Inc.
Pharmaceuticals
First lien senior secured loan
$9.13M
$9.06M
$67.0K
+4.12%
2029-08
Hockey Parent Holdings, L.P.
Insurance
Class A Common Units
$9.00M
$7.50M
$1.50M
Atlas US Finco, Inc. (dba Nearmap)
Insurance
First lien senior secured loan
$8.98M
$8.99M
-$3.0K
+5.00%
2029-12
Valeris, Inc. (fka Phantom Purchaser, Inc.)
Health Care Providers & Services
First lien senior secured loan A
$8.84M
$8.76M
$78.0K
+5.00%
2031-09
Project Alpine Co-Invest Fund, LP
Application Software
LP Interest
$8.76M
$6.67M
$2.08M
Chrome Investors LP
Systems Software
LP Interest
$8.75M
$8.76M
-$3.0K
Blue Owl Credit SLF LLC
LLC Interest
$8.60M
$8.69M
-$93.0K
CloudPay, Inc.
Professional Services
First lien senior secured loan
$8.53M
$8.83M
-$295.0K
+7.50%
2029-07
EET Buyer, Inc. (dba e-Emphasys)
Building Products
First lien senior secured loan
$8.35M
$8.28M
$63.0K
+4.75%
2027-11
Zoro TopCo, Inc.
Application Software
Series A Preferred Equity
$8.25M
$8.11M
$144.0K
Ellucian Holdings Inc. (f/k/a Sophia, L.P.)
Diversified Consumer Services
First lien senior secured loan
$8.08M
$8.09M
-$5.0K
+2.75%
2029-10
CloudPay, Inc.
Professional Services
Series E Preferred Stock
$7.96M
$7.96M
$0.00
OneDigital Borrower LLC
Professional Services
First lien senior secured loan
$7.81M
$7.82M
-$9.0K
+3.00%
2031-07
Sophos Holdings, LLC
Systems Software
First lien senior secured loan
$7.73M
$7.67M
$63.0K
+3.50%
2027-03
Zoro TopCo, L.P.
Application Software
Class A Common Units
$7.54M
$6.71M
$822.0K
Alera Group, Inc.
Insurance
First lien senior secured loan
$7.53M
$7.46M
$61.0K
+3.25%
2032-05
BCPE Empire Holdings, Inc. (dba Imperial-Dade)
Containers & Packaging
First lien senior secured loan
$7.39M
$7.41M
-$15.0K
+3.25%
2030-12
W.A. Kendall and Company, LLC
Commercial Services & Supplies
First lien senior secured loan
$7.29M
$7.30M
-$7.0K
+5.75%
2030-04
Mitchell International, Inc.
Insurance
Second lien senior secured loan
$7.21M
$7.27M
-$63.0K
+5.25%
2032-06
Learning Care Group (US) No. 2 Inc.
Diversified Consumer Services
First lien senior secured loan
$7.20M
$7.35M
-$147.0K
+4.00%
2028-08
Dodge Construction Network LLC
Construction & Engineering
First lien senior secured loan #2
$6.16M
$6.29M
-$127.0K
+4.75%
2029-02
ConnectWise, LLC
Systems Software
First lien senior secured loan
$5.77M
$5.72M
$48.0K
+3.50%
2028-09
AlphaSense, LLC
Application Software
Series E Preferred Shares
$5.75M
$4.34M
$1.40M
Dodge Construction Network LLC
Construction & Engineering
First lien senior secured loan #1
$5.40M
$5.36M
$35.0K
+6.25%
2029-01
Sensor Technology Topco, Inc. (dba Humanetics)
Professional Services
First lien senior secured EUR term loan
EUR 5.19M
EUR 4.79M
EUR 400.0K
+7.25%
2028-05
Charter NEX US, Inc.
Commercial Services & Supplies
First lien senior secured loan
$5.14M
$5.13M
$14.0K
+2.75%
2030-11
Azalea TopCo, Inc. (dba Press Ganey)
Health Care Providers & Services
First lien senior secured loan
$5.09M
$5.11M
-$16.0K
+3.00%
2031-04
Romulus Intermediate Holdings 1 Inc. (dba PetVet Care Centers)
Health Care Providers & Services
Series A Preferred Stock
$5.09M
$5.66M
-$566.0K
Sitecore Holding III A/S
Systems Software
First lien senior secured loan
$5.04M
$5.02M
$24.0K
+3.25%
2029-03
Pushpay USA Inc
Diversified Financial Services
First lien senior secured loan
$4.97M
$4.96M
$12.0K
+3.75%
2031-08
Pro Mach Group, Inc.
Containers & Packaging
First lien senior secured loan
$4.96M
$4.95M
$7.0K
+2.75%
2028-08
Cotiviti, Inc.
Health Care Technology
First lien senior secured loan
$4.89M
$4.86M
$29.0K
+2.75%
2031-05
Greenway Health, LLC
Health Care Technology
First lien senior secured loan
$4.57M
$4.53M
$42.0K
+6.75%
2029-04
EP Purchaser, LLC (dba Entertainment Partners)
Professional Services
First lien senior secured loan
$4.49M
$4.75M
-$267.0K
+4.50%
2028-11
KWOL Acquisition, Inc. (dba Worldwide Clinical Trials)
Health Care Providers & Services
Class A Interest
$4.40M
$3.17M
$1.23M
Perforce Software, Inc.
Application Software
First lien senior secured loan #1
$4.38M
$4.92M
-$535.0K
+4.75%
2031-03
AmeriLife Holdings LLC
Insurance
First lien senior secured delayed draw term loan
$4.11M
$4.12M
-$4.0K
+4.81%
2029-08
GI Ranger Intermediate, LLC (dba Rectangle Health)
Health Care Technology
First lien senior secured loan
$4.07M
$4.11M
-$39.0K
+5.75%
2028-10
OneDigital Borrower LLC
Professional Services
Second lien senior secured loan
$3.73M
$3.68M
$44.0K
+5.25%
2032-07
Nscale Global Holdings Limited
IT Services
Preferred equity
$3.35M
$3.35M
$0.00
Vestwell Holdings, Inc.
Professional Services
Series D Preferred Stock
$3.23M
$3.02M
$206.0K
Acrisure, LLC
Insurance
Unsecured notes
$3.15M
$3.00M
$146.0K
+8.50%
2029-06
Asurion, LLC
Insurance
First lien senior secured loan #1
$2.96M
$2.93M
$24.0K
+4.25%
2028-08
Diamond Insure Bidco (dba Acturis)
Insurance
First lien senior secured GBP term loan
GBP 2.75M
GBP 2.54M
GBP 212.0K
+4.25%
2031-07
LSI Financing 1 DAC
Pharmaceuticals
Specialty finance equity investment
$2.53M
$2.69M
-$160.0K
Peraton Corp.
Aerospace & Defense
First lien senior secured loan
$2.53M
$3.00M
-$468.0K
+3.75%
2028-02
Indikami Bidco, LLC (dba IntegriChain)
Health Care Technology
First lien senior secured revolving loan
$2.39M
$2.38M
$5.0K
+6.00%
2030-06
Nscale Global Holdings Limited
IT Services
Series B Preferred Shares
$2.23M
$2.23M
$0.00
Blue Owl Cross-Strategy Opportunities LLC
Asset Based Lending and Fund Finance
Specialty finance equity investment
$2.15M
$2.15M
$0.00
Talon MidCo 2 Limited
Systems Software
First lien senior secured loan #2
$2.08M
$2.05M
$27.0K
+5.17%
2028-08
Granicus, Inc.
Application Software
First lien senior secured delayed draw term loan
$1.75M
$1.75M
$9.0K
+3.00%
2031-01
Orange Blossom Parent, Inc.
Health Care Technology
Common Units
$1.72M
$1.67M
$53.0K
TravelPerk, Inc.
Professional Services
Warrants
$1.71M
$985.0K
$721.0K
Plasma Buyer LLC (dba PathGroup)
Health Care Providers & Services
First lien senior secured revolving loan
$1.61M
$1.87M
-$252.0K
+5.75%
2028-05
Salinger Bidco Inc. (dba Surgical Information Systems)
Health Care Technology
First lien senior secured revolving loan
$1.29M
$1.19M
$96.0K
+5.75%
2031-05
Forescout Technologies, Inc.
Systems Software
First lien senior secured loan
$1.22M
$1.22M
$5.0K
+5.00%
2031-05
Galway Borrower LLC
Insurance
First lien senior secured delayed draw term loan
$1.17M
$1.16M
$9.0K
+4.50%
2028-09
Bayshore Intermediate #2, L.P. (dba Boomi)
Systems Software
First lien senior secured revolving loan
$1.02M
$1.01M
$12.0K
+5.00%
2027-10
Pacific BidCo Inc.
Pharmaceuticals
First lien senior secured delayed draw term loan
$947.0K
$939.0K
$8.0K
+5.75%
2029-08
Smarsh Inc.
Diversified Financial Services
First lien senior secured revolving loan
$915.0K
$912.0K
$3.0K
+4.75%
2029-02
Baypine Commander Co-Invest, LP
Life Sciences Tools & Services
Limited Partner Interest
$904.0K
$904.0K
$0.00
Coupa Holdings, LLC
Application Software
First lien senior secured loan
$775.0K
$775.0K
$0.00
+5.25%
2030-02
Renaissance Learning, Inc.
IT Services
First lien senior secured loan
$766.0K
$884.0K
-$118.0K
+4.00%
2030-04
Simpler Postage, Inc. (dba Easypost)
Application Software
Warrants
$743.0K
$861.0K
-$118.0K
Diamond Insure Bidco (dba Acturis)
Insurance
First lien senior secured EUR term loan
EUR 734.0K
EUR 659.0K
EUR 75.0K
+4.00%
2031-07
AmeriLife Holdings LLC
Insurance
First lien senior secured revolving loan
$680.0K
$670.0K
$10.0K
+5.00%
2028-08
Accelerate Topco Holdings, LLC
Insurance
Common Units
$612.0K
$354.0K
$258.0K
W.A. Kendall and Company, LLC
Commercial Services & Supplies
First lien senior secured revolving loan
$575.0K
$576.0K
-$1.0K
+5.88%
2030-04
Plasma Buyer LLC (dba PathGroup)
Health Care Providers & Services
First lien senior secured delayed draw term loan
$536.0K
$616.0K
-$80.0K
+6.25%
2029-05
Pye-Barker Fire & Safety, LLC
Commercial Services & Supplies
First lien senior secured revolving loan
$525.0K
$519.0K
$6.0K
+4.50%
2030-05
Indikami Bidco, LLC (dba IntegriChain)
Health Care Technology
First lien senior secured delayed draw term loan
$505.0K
$478.0K
$27.0K
+6.00%
2030-12
FR Flow Control CB LLC (dba Trillium Flow Technologies)
Machinery
First lien senior secured revolving loan
$333.0K
$314.0K
$19.0K
+5.25%
2029-12
Aptean Acquiror, Inc. (dba Aptean)
Industrial Conglomerates
First lien senior secured revolving loan
$330.0K
$306.0K
$24.0K
+4.34%
2031-01
Fiesta Purchaser, Inc. (dba Shearer's Foods)
Food & Staples Retailing
First lien senior secured revolving loan
$111.0K
$77.0K
$34.0K
+3.25%
2029-02
XOMA Corporation
Pharmaceuticals
Warrants
$77.0K
$29.0K
$48.0K
LSI Financing DAC
$2.5K
BOCSO
$2.2K
Truist Insurance Holdings, LLC
First lien senior secured revolving loan
-$3.0K
Atlas US Finco, Inc. (dba Nearmap)
Insurance
First lien senior secured revolving loan
-$5.0K
Eagan Parent, Inc. (dba Elite)
Diversified Consumer Services
First lien senior secured delayed draw term loan
-$7.0K
Eagan Parent, Inc. (dba Elite)
Diversified Consumer Services
First lien senior secured revolving loan
-$7.0K
Flexera Software LLC
IT Services
First lien senior secured revolving loan
-$7.0K
Commander Buyer, Inc. (dba CenExel)
Life Sciences Tools & Services
First lien senior secured revolving loan
-$8.0K
Packaging Coordinators Midco, Inc.
Health Care Equipment & Supplies
First lien senior secured revolving loan #2
-$8.0K
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
-$10.0K
CCI BUYER, INC. (dba Consumer Cellular)
Wireless Telecommunication Services
First lien senior secured revolving loan
-$10.0K
Ministry Brands Holdings, LLC
Application Software
First lien senior secured revolving loan
-$13.0K
Vensure Employer Services, Inc.
Professional Services
First lien senior secured delayed draw term loan
-$13.0K
Eternal Buyer, LLC (dba Wedgewood Weddings)
Diversified Consumer Services
First lien senior secured revolving loan
-$14.0K
Valeris, Inc. (fka Phantom Purchaser, Inc.)
Health Care Providers & Services
First lien senior secured revolving loan
-$15.0K
By Light Professional IT Services LLC
Aerospace & Defense
First lien senior secured revolving loan
-$16.0K
AlphaSense, Inc.
Application Software
First lien senior secured delayed draw term loan #1
-$20.0K
AlphaSense, Inc.
Application Software
First lien senior secured delayed draw term loan #2
-$20.0K
Deerfield Dakota Holdings
Diversified Financial Services
First lien senior secured revolving loan
-$26.0K
AI Titan Parent, Inc. (dba Prometheus Group)
Application Software
First lien senior secured delayed draw term loan
-$28.0K
DCCM, LLC
Professional Services
First lien senior secured revolving loan
-$29.0K
Himalaya Topco LLC (dba HealthEdge)
Health Care Technology
First lien senior secured delayed draw term loan #1
-$29.0K
Himalaya Topco LLC (dba HealthEdge)
Health Care Technology
First lien senior secured delayed draw term loan #2
-$29.0K
Modernizing Medicine, Inc. (dba ModMed)
Health Care Technology
First lien senior secured revolving loan
-$29.0K
Accommodations Plus Technologies LLC
Airlines
First lien senior secured revolving loan
-$32.0K
AI Titan Parent, Inc. (dba Prometheus Group)
Application Software
First lien senior secured revolving loan
-$34.0K
Atlas Borrower, LLC (dba Anovo)
Health Care Providers & Services
First lien senior secured revolving loan
-$36.0K
DCCM, LLC
Professional Services
First lien senior secured delayed draw term loan
-$36.0K
Packaging Coordinators Midco, Inc.
Health Care Equipment & Supplies
First lien senior secured revolving loan #1
-$39.0K
Einstein Parent, Inc. (dba Smartsheet)
Application Software
First lien senior secured revolving loan
-$45.0K
Tricentis Operations Holdings, Inc.
Systems Software
First lien senior secured delayed draw term loan
-$60.0K
Denali Intermediate Holdings, Inc. (dba Dun & Bradstreet)
Capital Markets
First lien senior secured revolving loan
-$61.0K
Himalaya Topco LLC (dba HealthEdge)
Health Care Technology
First lien senior secured revolving loan
-$65.0K
Crewline Buyer, Inc. (dba New Relic)
Systems Software
First lien senior secured revolving loan
-$71.0K
Tricentis Operations Holdings, Inc.
Systems Software
First lien senior secured revolving loan
-$75.0K
Severin Acquisition, LLC (dba PowerSchool)
IT Services
First lien senior secured revolving loan
-$102.0K
PetVet Care Centers, LLC
Health Care Providers & Services
First lien senior secured delayed draw term loan
-$333.0K
Securonix, Inc.
Systems Software
First lien senior secured revolving loan
-$365.0K
PetVet Care Centers, LLC
Health Care Providers & Services
First lien senior secured revolving loan
-$403.0K
Disclosed holdings FV
$6.13B
Parsed holdings FV
$6.13B
Residual gap
-$4.7K
Balance-sheet cash
$148.99M
CIK
0001869453
Accession
0001869453-25-000061
Form type
10-Q
Period
2025-09-30