BDC·info
OTIC

Blue Owl Technology Income Corp

Period
SEC EDGAR ↗
Portfolio Fair Value
$5.90B
292 holdings
Avg Spread
+4.64%
FV-weighted, debt
Avg Coupon
FV-weighted
% First Lien
91.4%
of debt FV
Unrealized P/L
+$15.65M
+0.27% of cost
Non-Accrual
0
text-detected

Balance sheet

Assets$6.07B
Liabilities + Equity$6.07B
First Lien
$5.39B · 88.9%
Debt (Borrowings)
$2.54B · 41.8%
Net Assets (Equity)
$3.31B · 54.5%

Industry Composition

Health Care Technology
13.9%
Application Software
12.9%
Systems Software
12.9%
Insurance
7.6%
Professional Services
6.1%
Diversified Financial Services
5.8%
Health Care Providers & Services
5.4%
IT Services
4.9%
Commercial Services & Supplies
2.9%
Health Care Equipment & Supplies
2.9%
Diversified Consumer Services
2.7%
Food & Staples Retailing
2.6%
Other industries
19.3%

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
292 of 297
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
Magnet Forensics, LLC (f/k/a Grayshift, LLC)
Application Software
First lien senior secured loan
$99.74M
$99.64M
$99.0K
+4.50%
2028-07
Crewline Buyer, Inc. (dba New Relic)
Systems Software
First lien senior secured loan
$93.09M
$92.86M
$233.0K
+6.75%
2030-11
Anaplan, Inc.
Application Software
First lien senior secured loan
$92.29M
$92.29M
$0.00
+4.50%
2029-06
Blackhawk Network Holdings, Inc.
Diversified Financial Services
First lien senior secured loan
$89.57M
$89.15M
$419.0K
+4.00%
2029-03
Inovalon Holdings, Inc.
Health Care Technology
First lien senior secured loan
$87.93M
$87.80M
$129.0K
+3.00%
2028-11
CT Technologies Intermediate Holdings, Inc.
Health Care Technology
(& Smart Holdings Corp.) (dba Datavant), First lien senior secured loan
$84.38M
$83.94M
$440.0K
+5.00%
2031-08
Salinger Bidco Inc. (dba Surgical Information Systems)
Health Care Technology
First lien senior secured loan
$79.92M
$78.83M
$1.09M
+5.75%
2031-08
Integrated Specialty Coverages, LLC
Insurance
First lien senior secured loan
$78.41M
$78.15M
$254.0K
+4.75%
2030-07
Packaging Coordinators Midco, Inc.
Health Care Equipment & Supplies
First lien senior secured loan
$75.94M
$75.90M
$46.0K
+4.75%
2032-01
Associations, Inc.
Buildings & Real Estate
First lien senior secured loan
$71.06M
$71.00M
$61.0K
+6.50%
2028-07
Aerosmith Bidco 1 Limited (dba Audiotonix)
Entertainment
First lien senior secured loan
$70.06M
$69.25M
$811.0K
+5.25%
2031-07
Spaceship Purchaser, Inc. (dba Squarespace)
IT Services
First lien senior secured loan
$67.67M
$67.35M
$313.0K
+5.00%
2031-10
SimpliSafe Holding Corporation
Commercial Services & Supplies
First lien senior secured loan
$67.50M
$66.86M
$634.0K
+6.25%
2028-05
Avalara, Inc.
Application Software
First lien senior secured loan
$66.49M
$65.88M
$607.0K
+3.25%
2032-03
Severin Acquisition, LLC (dba PowerSchool)
IT Services
First lien senior secured loan
$66.36M
$66.62M
-$265.0K
+2.75%
2031-10
Integrity Marketing Acquisition, LLC
Insurance
First lien senior secured loan
$66.09M
$65.80M
$292.0K
+5.00%
2028-08
Zendesk, Inc.
Application Software
First lien senior secured loan
$64.20M
$63.11M
$1.09M
+5.00%
2028-11
Boxer Parent Company Inc. (f/k/a BMC)
Application Software
First lien senior secured loan
$63.30M
$63.74M
-$440.0K
+3.00%
2031-07
Minotaur Acquisition, Inc. (dba Inspira Financial)
Diversified Financial Services
First lien senior secured loan
$62.27M
$61.70M
$571.0K
+5.00%
2030-06
Modernizing Medicine, Inc. (dba ModMed)
Health Care Technology
First lien senior secured loan
$61.08M
$61.10M
-$15.0K
+2.50%
2032-04
Tricentis Operations Holdings, Inc.
Systems Software
First lien senior secured loan
$60.09M
$60.13M
-$35.0K
+1.38%
2032-02
Finastra USA, Inc.
Banks
First lien senior secured loan
$59.66M
$59.06M
$593.0K
+7.25%
2029-09
EresearchTechnology, Inc. (dba Clario)
Health Care Providers & Services
First lien senior secured loan
$59.25M
$59.28M
-$31.0K
+4.75%
2032-01
Certinia, Inc.
Professional Services
First lien senior secured loan
$58.82M
$58.08M
$748.0K
+5.25%
2030-08
PerkinElmer U.S. LLC
Health Care Equipment & Supplies
First lien senior secured loan
$57.39M
$57.86M
-$470.0K
+4.75%
2029-03
Minerva Holdco, Inc.
Health Care Technology
Senior A Preferred Stock
$56.93M
$56.98M
-$48.0K
Armstrong Bidco Limited
Application Software
First lien senior secured GBP delayed draw term loan
GBP 55.13M
GBP 48.97M
GBP 6.17M
+5.00%
2029-06
Storable, Inc.
Equity Real Estate Investment Trusts (REITs)
First lien senior secured loan
$53.38M
$53.41M
-$27.0K
+3.25%
2031-04
Creek Parent, Inc. (dba Catalent)
Life Sciences Tools & Services
First lien senior secured loan
$51.24M
$50.40M
$846.0K
+5.25%
2031-12
Litera Bidco LLC
Diversified Consumer Services
First lien senior secured loan
$50.43M
$50.37M
$65.0K
+5.00%
2028-05
Kaseya Inc.
IT Services
First lien senior secured loan
$50.05M
$49.63M
$412.0K
+3.25%
2032-03
Activate Holdings (US) Corp. (dba Absolute Software)
Systems Software
First lien senior secured loan
$48.58M
$48.41M
$171.0K
+5.50%
2030-07
Databricks, Inc.
Systems Software
First lien senior secured loan
$48.45M
$48.33M
$119.0K
+4.50%
2031-01
Bayshore Intermediate #2, L.P. (dba Boomi)
Systems Software
First lien senior secured loan
$48.42M
$48.42M
$7.0K
+2.88%
2028-10
Aptean Acquiror, Inc. (dba Aptean)
Industrial Conglomerates
First lien senior secured loan
$48.26M
$47.88M
$377.0K
+4.75%
2031-01
Denali BuyerCo, LLC (dba Summit Companies)
Commercial Services & Supplies
First lien senior secured loan
$47.73M
$47.09M
$641.0K
+5.25%
2028-09
Gerson Lehrman Group, Inc.
Professional Services
First lien senior secured loan
$47.12M
$46.84M
$281.0K
+5.00%
2027-12
Knockout Intermediate Holdings I Inc. (dba Kaseya Inc.)
IT Services
Perpetual Preferred Stock
$46.97M
$46.52M
$451.0K
Storable Intermediate Holdings, LLC
Equity Real Estate Investment Trusts (REITs)
First lien senior secured loan
$45.58M
$45.58M
-$2.0K
2032-04
BTRS Holdings Inc. (dba Billtrust)
Diversified Financial Services
First lien senior secured loan
$45.47M
$45.44M
$34.0K
+5.50%
2028-12
KWOL Acquisition, Inc. (dba Worldwide Clinical Trials)
Health Care Providers & Services
First lien senior secured loan
$45.47M
$44.79M
$672.0K
+4.75%
2029-12
Relativity ODA LLC
Diversified Consumer Services
First lien senior secured loan
$45.11M
$44.96M
$154.0K
+4.50%
2029-05
ManTech International Corporation
Aerospace & Defense
First lien senior secured loan
$44.98M
$44.98M
$0.00
+5.00%
2029-09
Ping Identity Holding Corp.
Systems Software
First lien senior secured loan
$43.57M
$43.49M
$75.0K
+4.75%
2029-10
Einstein Parent, Inc. (dba Smartsheet)
Application Software
First lien senior secured loan
$42.70M
$42.73M
-$23.0K
+6.50%
2031-01
Barracuda Parent, LLC
Systems Software
Second lien senior secured loan
$41.35M
$54.63M
-$13.28M
+7.00%
2030-08
Hyland Software, Inc.
Health Care Technology
First lien senior secured loan
$39.88M
$39.88M
$0.00
+5.00%
2030-09
XPLOR T1, LLC
Application Software
First lien senior secured loan
$39.70M
$39.70M
$0.00
+3.50%
2031-06
Color Intermediate, LLC (dba ClaimsXten)
Health Care Technology
First lien senior secured loan
$38.54M
$38.64M
-$97.0K
+4.75%
2029-10
Computer Services, Inc. (dba CSI)
Diversified Financial Services
First lien senior secured loan #1
$38.50M
$38.14M
$367.0K
+5.25%
2029-11
AmeriLife Holdings LLC
Insurance
First lien senior secured loan
$37.28M
$37.06M
$223.0K
+4.75%
2029-08
PetVet Care Centers, LLC
Health Care Providers & Services
First lien senior secured loan
$36.53M
$38.34M
-$1.81M
+6.00%
2030-11
Vensure Employer Services, Inc.
Professional Services
First lien senior secured loan
$35.84M
$35.87M
-$32.0K
+4.76%
2031-09
Monotype Imaging Holdings Inc.
Media
First lien senior secured loan
$34.54M
$34.31M
$231.0K
+5.50%
2031-02
Smarsh Inc.
Diversified Financial Services
First lien senior secured loan
$34.40M
$34.28M
$120.0K
+4.75%
2029-02
Entrata, Inc.
Real Estate Management & Development
First lien senior secured loan
$33.97M
$33.57M
$400.0K
+5.75%
2030-07
Sitecore Holding III A/S
Systems Software
First lien senior secured EUR term loan
EUR 33.81M
EUR 30.25M
EUR 3.56M
+3.25%
2029-03
Inovalon Holdings, Inc.
Health Care Technology
Second lien senior secured loan
$33.56M
$33.56M
$0.00
2033-11
Computer Services, Inc. (dba CSI)
Diversified Financial Services
First lien senior secured loan #2
$33.16M
$33.01M
$151.0K
+4.75%
2029-11
Talon MidCo 2 Limited
Systems Software
First lien senior secured loan
$32.94M
$32.56M
$379.0K
+5.18%
2028-08
Central Parent Inc. (dba CDK Global Inc.)
Application Software
First lien senior secured loan
$32.81M
$39.41M
-$6.60M
+3.25%
2029-07
Indikami Bidco, LLC (dba IntegriChain)
Health Care Technology
First lien senior secured loan
$32.76M
$32.49M
$278.0K
+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
$32.27M
$32.27M
-$4.0K
+5.00%
2032-05
Pye-Barker Fire & Safety, LLC
Commercial Services & Supplies
First lien senior secured loan
$31.10M
$31.02M
$80.0K
+4.50%
2031-05
Innovation Ventures HoldCo, LLC (dba 5 Hour Energy)
Beverages
First lien senior secured loan
$30.57M
$30.82M
-$248.0K
+6.25%
2027-03
Neptune Holdings, Inc. (dba NexTech)
Health Care Technology
First lien senior secured loan
$30.42M
$30.28M
$140.0K
+4.50%
2030-08
PointClickCare Technologies, Inc.
Health Care Technology
First lien senior secured loan
$29.94M
$29.78M
$166.0K
+3.25%
2031-11
Sitecore USA, Inc.
Systems Software
First lien senior secured loan
$29.93M
$29.77M
$154.0K
+3.25%
2029-03
Project Alpha Intermediate Holding, Inc. (dba Qlik)
Systems Software
First lien senior secured loan
$29.75M
$29.56M
$196.0K
+3.25%
2030-10
Hyperion Refinance S.à r.l (dba Howden Group)
Insurance
First lien senior secured loan
$29.70M
$29.63M
$77.0K
+3.00%
2031-02
Aurelia Netherlands B.V.
Internet & Direct Marketing Retail
First lien senior secured EUR term loan
EUR 29.68M
EUR 28.57M
EUR 1.10M
+4.75%
2031-05
RL Datix Holdings (USA), Inc.
Health Care Technology
First lien senior secured loan
$29.67M
$29.56M
$111.0K
+5.25%
2031-04
Proofpoint, Inc.
Professional Services
First lien senior secured term loan
$29.53M
$29.38M
$146.0K
+3.00%
2028-08
Infobip Inc.
Application Software
First lien senior secured loan
$28.98M
$28.99M
-$5.0K
+5.75%
2029-06
Associations Finance, Inc.
Buildings & Real Estate
Unsecured notes
$28.61M
$28.45M
$165.0K
2030-05
Cloud Software Group, Inc.
Systems Software
First lien senior secured loan #1
$27.51M
$27.47M
$41.0K
+3.75%
2031-03
Interoperability Bidco, Inc. (dba Lyniate)
Health Care Technology
First lien senior secured loan
$27.36M
$27.80M
-$443.0K
+5.75%
2028-03
AI Titan Parent, Inc. (dba Prometheus Group)
Application Software
First lien senior secured loan
$27.27M
$27.30M
-$26.0K
+4.50%
2031-08
Asurion, LLC
Insurance
First lien senior secured loan4
$27.16M
$28.05M
-$896.0K
+5.25%
2029-01
OneOncology, LLC
Health Care Providers & Services
First lien senior secured loan
$25.80M
$25.80M
-$3.0K
+4.75%
2030-06
Sensor Technology Topco, Inc. (dba Humanetics)
Professional Services
First lien senior secured loan
$25.66M
$25.59M
$67.0K
+7.00%
2028-05
Azurite Intermediate Holdings, Inc. (dba Alteryx, Inc.)
Systems Software
First lien senior secured loan
$25.65M
$25.32M
$332.0K
+6.00%
2031-03
Barracuda Parent, LLC
Systems Software
First lien senior secured loan
$25.51M
$30.23M
-$4.72M
+4.50%
2029-08
Oranje Holdco, Inc. (dba KnowBe4)
Systems Software
First lien senior secured loan #2
$25.21M
$25.07M
$138.0K
+7.25%
2029-02
BCPE Pequod Buyer, Inc. (dba Envestnet)
Diversified Financial Services
First lien senior secured loan
$24.96M
$24.40M
$566.0K
+3.25%
2031-11
OneOncology, LLC
Health Care Providers & Services
First lien senior secured delayed draw term loan
$24.90M
$24.73M
$164.0K
+5.00%
2030-06
Project Ruby Ultimate Parent Corp. (dba Wellsky)
Health Care Technology
First lien senior secured loan
$24.77M
$24.75M
$19.0K
+3.00%
2028-03
Trucordia Insurance Holdings, LLC
Insurance
Second lien senior secured loan
$24.75M
$24.75M
-$1.0K
+5.75%
2033-06
Saphilux S.a.r.L. (dba IQ-EQ)
IT Services
First lien senior secured loan
$24.37M
$24.26M
$111.0K
+3.50%
2028-07
Covetrus, Inc.
Health Care Providers & Services
Second lien senior secured loan
$23.63M
$24.61M
-$981.0K
+9.25%
2030-10
Bamboo US BidCo LLC
Life Sciences Tools & Services
First lien senior secured loan
$23.41M
$23.36M
$45.0K
+5.25%
2030-09
Sovos Compliance, LLC
Professional Services
First lien senior secured loan
$23.35M
$23.25M
$102.0K
+4.00%
2029-08
Raven Acquisition Holdings, LLC (dba R1 RCM)
Health Care Technology
First lien senior secured loan
$23.25M
$23.16M
$86.0K
+3.25%
2031-11
Mitchell International, Inc.
Insurance
First lien senior secured loan
$22.49M
$22.43M
$63.0K
+3.25%
2031-06
Cloud Software Group, Inc.
Systems Software
First lien senior secured loan #2
$22.02M
$22.01M
$16.0K
+3.50%
2029-03
Troon Golf, L.L.C.
Hotels, Restaurants & Leisure
First lien senior secured loan
$21.66M
$21.65M
$13.0K
+4.75%
2028-08
Five Star Lower Holding LLC
Containers & Packaging
First lien senior secured loan
$21.20M
$21.08M
$126.0K
+4.25%
2029-05
Simplicity Financial Marketing Group Holdings, Inc.
Insurance
First lien senior secured loan
$21.16M
$21.17M
-$11.0K
+5.00%
2031-12
UKG Inc. (dba Ultimate Software)
Professional Services
First lien senior secured loan
$20.82M
$20.73M
$89.0K
+3.00%
2031-02
Puma Buyer, LLC (dba PANTHERx)
Health Care Providers & Services
First lien senior secured loan
$20.67M
$20.52M
$151.0K
+4.25%
2032-03
Accommodations Plus Technologies LLC
Airlines
First lien senior secured loan
$20.59M
$20.59M
-$2.0K
+4.50%
2032-05
Icefall Parent, Inc. (dba EngageSmart)
Diversified Consumer Services
First lien senior secured loan
$20.54M
$20.21M
$334.0K
+5.75%
2030-01
Imprivata, Inc.
Health Care Technology
First lien senior secured loan
$20.52M
$20.46M
$63.0K
+3.00%
2027-12
Athenahealth Group Inc.
Health Care Technology
First lien senior secured loan
$20.43M
$20.46M
-$33.0K
+2.75%
2029-02
Level 3 Financing, Inc.
Diversified Telecommunication Services
First lien senior secured loan
$20.20M
$19.71M
$497.0K
+4.25%
2032-03
Ellucian Holdings Inc. (f/k/a Sophia, L.P.)
Diversified Consumer Services
First lien senior secured loan
$20.12M
$20.08M
$38.0K
+3.00%
2029-10
Trucordia Insurance Holdings, LLC
Insurance
First lien senior secured loan
$19.95M
$19.95M
$0.00
+3.25%
2032-06
RealPage, Inc.
Real Estate Management & Development
First lien senior secured loan
$19.91M
$19.80M
$106.0K
AlphaSense, Inc.
Application Software
First lien senior secured loan
$19.90M
$19.88M
$17.0K
+6.25%
2029-06
Simpler Postage, Inc. (dba Easypost)
Application Software
First lien senior secured loan
$19.70M
$19.69M
$10.0K
+8.00%
2029-06
Bracket Intermediate Holding Corp.
Life Sciences Tools & Services
First lien senior secured loan
$19.65M
$19.60M
$45.0K
+4.25%
2028-05
RealPage, Inc.
Real Estate Management & Development
First lien senior secured loan #2
$19.10M
$19.00M
$99.0K
+3.75%
2028-04
LSI Financing LLC
Pharmaceuticals
Common Equity
$19.08M
$18.26M
$824.0K
Vital Bidco AB (dba Vitamin Well)
Food Products
First lien senior secured loan
$19.04M
$18.75M
$287.0K
+4.50%
2031-10
WU Holdco, Inc. (dba PurposeBuilt Brands)
Household Products
First lien senior secured loan
$18.91M
$18.91M
-$1.0K
+4.75%
2032-04
RL Datix Holdings (USA), Inc.
Health Care Technology
First lien senior secured GBP term loan
GBP 18.83M
GBP 17.10M
GBP 1.73M
+5.25%
2031-04
Ministry Brands Holdings, LLC
Application Software
First lien senior secured loan
$18.67M
$18.59M
$75.0K
+5.50%
2028-12
Barracuda Parent, LLC
Systems Software
First lien senior secured loan1
$18.50M
$19.86M
-$1.36M
+6.50%
2029-08
FR Flow Control CB LLC (dba Trillium Flow Technologies)
Machinery
First lien senior secured loan
$18.11M
$18.12M
-$12.0K
+5.00%
2029-12
Securonix, Inc.
Systems Software
First lien senior secured loan
$18.09M
$20.05M
-$1.96M
+4.00%
2029-04
Marcel Bidco LLC (dba SUSE)
IT Services
First lien senior secured loan
$17.70M
$17.62M
$78.0K
+3.50%
2030-11
Faraday Buyer, LLC (dba MacLean Power Systems)
Machinery
First lien senior secured loan
$17.65M
$17.53M
$122.0K
+6.00%
2028-10
Delta TopCo, Inc. (dba Infoblox, Inc.)
Systems Software
First lien senior secured loan
$16.94M
$17.07M
-$131.0K
+2.75%
2029-12
Engineered Machinery Holdings, Inc. (dba Duravant)
Construction & Engineering
First lien senior secured loan
$16.80M
$16.64M
$160.0K
+3.50%
2028-05
PDI TA Holdings, Inc.
Multiline Retail
First lien senior secured loan
$16.51M
$16.46M
$45.0K
+5.50%
2031-02
Commander Buyer, Inc. (dba CenExel)
Life Sciences Tools & Services
First lien senior secured loan
$16.48M
$16.48M
$0.00
+4.75%
2032-06
Tricorbraun Holdings, Inc.
Containers & Packaging
First lien senior secured loan
$16.35M
$16.32M
$33.0K
+3.25%
2028-03
Ardonagh Midco 3 PLC
Insurance
First lien senior secured loan
$16.07M
$16.18M
-$111.0K
+2.75%
2031-02
Plasma Buyer LLC (dba PathGroup)
Health Care Providers & Services
First lien senior secured loan
$16.01M
$16.34M
-$328.0K
+5.75%
2029-05
Zelis Cost Management Buyer, Inc.
Health Care Technology
First lien senior secured loan #2
$15.67M
$15.70M
-$24.0K
+3.25%
2031-11
Valeris, Inc. (fka Phantom Purchaser, Inc.)
Health Care Providers & Services
1 First lien senior secured loan
$15.05M
$15.05M
-$2.0K
+4.75%
2031-09
MED ParentCo, LP
Health Care Providers & Services
First lien senior secured loan
$14.93M
$14.89M
$43.0K
+3.25%
2031-04
Access CIG, LLC
Commercial Services & Supplies
First lien senior secured loan
$14.80M
$14.75M
$53.0K
+4.25%
2028-08
Confluent Medical Technologies, Inc.
Health Care Equipment & Supplies
First lien senior secured loan
$14.76M
$14.77M
-$18.0K
+3.25%
2029-02
DCCM, LLC
Professional Services
First lien senior secured loan
$14.71M
$14.71M
$0.00
+4.75%
2032-06
Bamboo US BidCo LLC
Life Sciences Tools & Services
First lien senior secured EUR term loan
EUR 14.66M
EUR 13.14M
EUR 1.52M
+5.25%
2030-09
Eternal Buyer, LLC (dba Wedgewood Weddings)
Diversified Consumer Services
First lien senior secured loan
$14.30M
$14.30M
$0.00
+4.75%
2032-06
TK Operations Ltd (dba Travelperk, Inc.)
Professional Services
First lien senior secured loan
$14.30M
$14.04M
$262.0K
2029-05
Elliott Alto Co-Investor Aggregator L.P.
Systems Software
LP Interest
$14.21M
$7.89M
$6.32M
Perforce Software, Inc.
Application Software
First lien senior secured loan #2
$14.03M
$14.39M
-$366.0K
+4.75%
2029-06
Appfire Technologies, LLC
Systems Software
First lien senior secured loan
$13.92M
$13.89M
$30.0K
+5.00%
2028-03
Kaseya Inc.
IT Services
Second lien senior secured loan
$13.85M
$13.76M
$92.0K
+5.00%
2033-03
Cambrex Corporation
Health Care Equipment & Supplies
First lien senior secured loan
$13.64M
$13.54M
$98.0K
+4.75%
2032-03
JS Parent, Inc. (dba Jama Software)
Application Software
First lien senior secured loan
$13.57M
$13.52M
$59.0K
+4.75%
2031-04
Clover Holdings 2, LLC (dba Cohesity)
Systems Software
First lien senior secured loan
$13.45M
$13.30M
$149.0K
+4.00%
2031-12
ModMed Software Midco Holdings, Inc. (dba ModMed)
Health Care Technology
Series A Preferred Units
$13.39M
$13.39M
$0.00
Alera Group, Inc.
Insurance
Second lien senior secured loan
$12.73M
$12.44M
$291.0K
+5.50%
2033-05
CCM Midco, LLC (f/k/a Cresset Capital Management, LLC)
Capital Markets
First lien senior secured loan
$12.57M
$12.46M
$111.0K
+5.00%
2030-06
IGT Holding IV AB (dba IFS)
Application Software
First lien senior secured loan
$12.56M
$12.47M
$93.0K
+3.50%
2032-04
Ensemble RCM, LLC
Health Care Technology
First lien senior secured loan
$12.40M
$12.29M
$115.0K
+3.00%
2029-08
Project Hotel California Co-Invest Fund, L.P.
Systems Software
LP Interest
$12.35M
$6.68M
$5.66M
Motus Group, LLC
Professional Services
First lien senior secured loan
$12.32M
$12.34M
-$23.0K
+3.75%
2028-12
Project Boost Purchaser, LLC (dba J.D. Power)
Professional Services
Second lien senior secured loan
$12.27M
$12.24M
$30.0K
+3.00%
2031-07
Granicus, Inc.
Application Software
First lien senior secured loan
$11.84M
$11.74M
$97.0K
+3.50%
2031-01
Artifact Bidco, Inc. (dba Avetta)
Application Software
First lien senior secured loan
$11.04M
$10.99M
$49.0K
+4.25%
2031-07
Securiti, Inc.
Systems Software
Series C Preferred Shares
$10.87M
$10.00M
$863.0K
iSolved, Inc.
Professional Services
First lien senior secured loan
$10.55M
$10.52M
$34.0K
+3.00%
2030-10
Vessco Midco Holdings, LLC
Water Utilities
First lien senior secured loan
$10.51M
$10.46M
$48.0K
+4.75%
2031-07
Asurion, LLC
Insurance
First lien senior secured loan2
$10.45M
$10.45M
$6.0K
+4.25%
2030-09
Acrisure, LLC
Insurance
First lien senior secured loan
$10.42M
$10.46M
-$37.0K
+3.00%
2030-11
Halo Parent Newco, LLC
Systems Software
Class H PIK Preferred Equity
$10.16M
$13.78M
-$3.63M
Asurion, LLC
Insurance
First lien senior secured loan3
$9.96M
$9.96M
-$2.0K
+3.25%
2027-07
CE Intermediate I, LLC (dba Clubessential)
Hotels, Restaurants & Leisure
First lien senior secured loan
$9.94M
$9.95M
-$12.0K
+3.00%
2032-02
Resonetics, LLC
Health Care Equipment & Supplies
First lien senior secured loan
$9.93M
$9.93M
$0.00
+3.25%
2031-06
Fiesta Purchaser, Inc. (dba Shearer's Foods)
Food & Staples Retailing
First lien senior secured loan
$9.92M
$9.90M
$19.0K
+3.25%
2031-02
AssuredPartners, Inc.
Insurance
First lien senior secured loan
$9.90M
$9.86M
$34.0K
+3.50%
2031-02
Zelis Cost Management Buyer, Inc.
Health Care Technology
First lien senior secured loan #1
$9.80M
$9.84M
-$35.0K
+2.75%
2029-09
Deerfield Dakota Holdings
Diversified Financial Services
First lien senior secured loan
$9.73M
$9.94M
-$210.0K
+3.75%
2027-04
AQ Carver Buyer, Inc. (dba CoAdvantage)
Professional Services
First lien senior secured loan
$9.67M
$9.68M
-$10.0K
+5.50%
2029-08
Engage Debtco Limited
Health Care Providers & Services
First lien senior secured loan
$9.47M
$9.74M
-$266.0K
+3.33%
2029-07
Pacific BidCo Inc.
Pharmaceuticals
First lien senior secured loan
$9.08M
$9.05M
$28.0K
+4.12%
2029-08
Atlas US Finco, Inc. (dba Nearmap)
Insurance
First lien senior secured loan
$9.01M
$9.01M
-$1.0K
+5.00%
2029-12
Hockey Parent Holdings, L.P.
Insurance
Class A Common Units
$9.00M
$7.50M
$1.50M
Valeris, Inc. (fka Phantom Purchaser, Inc.)
Health Care Providers & Services
First lien senior secured loan
$8.84M
$8.78M
$59.0K
+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
Zoro TopCo, Inc.
Application Software
Series A Preferred Equity
$7.97M
$7.83M
$147.0K
Sophos Holdings, LLC
Systems Software
First lien senior secured loan
$7.77M
$7.68M
$88.0K
+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
$7.52M
$7.46M
$58.0K
+3.25%
2032-05
CloudPay, Inc.
Professional Services
Series E Preferred Stock
$7.50M
$7.50M
$0.00
Dragonfly Health, Inc. (f/k/a StateServ Acquisition, Inc.)
Health Care Technology
First lien senior secured loan
$7.44M
$7.45M
-$4.0K
+5.75%
2027-11
CloudPay, Inc.
Professional Services
First lien senior secured loan
$7.41M
$7.58M
-$168.0K
+7.50%
2029-07
BCPE Empire Holdings, Inc. (dba Imperial-Dade)
Containers & Packaging
First lien senior secured loan
$7.38M
$7.42M
-$50.0K
+3.25%
2030-12
Learning Care Group (US) No. 2 Inc.
Diversified Consumer Services
First lien senior secured loan
$7.35M
$7.37M
-$16.0K
+4.00%
2028-08
Mitchell International, Inc.
Insurance
Second lien senior secured loan
$7.15M
$7.27M
-$114.0K
+5.25%
2032-06
EET Buyer, Inc. (dba e-Emphasys)
Building Products
First lien senior secured loan
$6.32M
$6.25M
$63.0K
+4.75%
2027-11
OneDigital Borrower LLC
Professional Services
First lien senior secured loan
$6.22M
$6.24M
-$17.0K
+3.00%
2031-07
Dodge Construction Network LLC
Construction & Engineering
First lien senior secured loan #2
$6.19M
$6.23M
-$43.0K
+4.75%
2029-02
ConnectWise, LLC
Systems Software
First lien senior secured loan
$5.80M
$5.73M
$69.0K
+3.50%
2028-09
W.A. Kendall and Company, LLC
Commercial Services & Supplies
First lien senior secured loan
$5.46M
$5.46M
$0.00
+5.75%
2030-04
Dodge Construction Network LLC
Construction & Engineering
First lien senior secured loan #1
$5.43M
$5.37M
$55.0K
+6.25%
2029-01
Charter NEX US, Inc.
Commercial Services & Supplies
First lien senior secured loan
$5.16M
$5.14M
$16.0K
+2.75%
2030-11
Sensor Technology Topco, Inc. (dba Humanetics)
Professional Services
First lien senior secured EUR term loan
EUR 5.16M
EUR 4.76M
EUR 399.0K
+7.25%
2028-05
Azalea TopCo, Inc. (dba Press Ganey)
Health Care Providers & Services
First lien senior secured loan
$5.13M
$5.12M
$9.0K
+3.25%
2031-04
Romulus Intermediate Holdings 1 Inc. (dba PetVet Care Centers)
Health Care Providers & Services
Series A Preferred Stock
$5.06M
$5.45M
-$388.0K
Pushpay USA Inc
Diversified Financial Services
First lien senior secured loan
$5.00M
$4.97M
$25.0K
+4.00%
2031-08
Pro Mach Group, Inc.
Containers & Packaging
First lien senior secured loan
$4.97M
$4.96M
$8.0K
+2.75%
2028-08
Cotiviti, Inc.
Health Care Technology
First lien senior secured loan
$4.97M
$4.87M
$100.0K
+2.75%
2031-05
Sitecore Holding III A/S
Systems Software
First lien senior secured loan
$4.96M
$4.94M
$25.0K
+3.25%
2029-03
Blue Owl Credit SLF LLC
LLC Interest
$4.92M
$4.96M
-$36.0K
EP Purchaser, LLC (dba Entertainment Partners)
Professional Services
First lien senior secured loan
$4.80M
$4.75M
$47.0K
+4.50%
2028-11
Perforce Software, Inc.
Application Software
First lien senior secured loan #1
$4.73M
$4.93M
-$195.0K
+4.75%
2031-03
AlphaSense, LLC
Application Software
Series E Preferred Shares
$4.69M
$4.34M
$352.0K
Greenway Health, LLC
Health Care Technology
First lien senior secured loan
$4.58M
$4.54M
$47.0K
+6.75%
2029-04
KWOL Acquisition, Inc. (dba Worldwide Clinical Trials)
Health Care Providers & Services
Class A Interest
$4.28M
$3.17M
$1.11M
Oranje Holdco, Inc. (dba KnowBe4)
Systems Software
First lien senior secured loan #1
$4.27M
$4.23M
$44.0K
+7.75%
2029-02
GI Ranger Intermediate, LLC (dba Rectangle Health)
Health Care Technology
First lien senior secured loan
$4.08M
$4.12M
-$36.0K
+5.75%
2028-10
AmeriLife Holdings LLC
Insurance
First lien senior secured delayed draw term loan
$3.79M
$3.79M
-$3.0K
+4.84%
2029-08
Project Boost Purchaser, LLC (dba J.D. Power)
Professional Services
1 Second lien senior secured loan
$3.77M
$3.73M
$39.0K
+5.25%
2032-07
OneDigital Borrower LLC
Professional Services
Second lien senior secured loan
$3.70M
$3.68M
$13.0K
+5.25%
2032-07
Severin Acquisition, LLC (dba PowerSchool)
IT Services
First lien senior secured revolving loan
$3.44M
$3.47M
-$29.0K
+4.75%
2031-10
Vestwell Holdings, Inc.
Professional Services
Series D Preferred Stock
$3.23M
$3.02M
$206.0K
Acrisure, LLC
Insurance
Unsecured notes
$3.13M
$3.00M
$128.0K
+8.50%
2029-06
Engage Debtco Limited
Health Care Providers & Services
First lien senior secured delayed draw term loan
$3.08M
$3.17M
-$92.0K
+3.18%
2029-07
Asurion, LLC
Insurance
First lien senior secured loan1
GBP 2.92M
GBP 2.94M
-GBP 19.0K
+4.25%
2028-08
Diamond Insure Bidco (dba Acturis)
Insurance
First lien senior secured GBP term loan
GBP 2.78M
GBP 2.54M
GBP 248.0K
+4.50%
2031-07
Peraton Corp.
Aerospace & Defense
First lien senior secured loan
$2.65M
$3.00M
-$352.0K
+3.75%
2028-02
LSI Financing 1 DAC
Pharmaceuticals
Preferred equity
$2.44M
$2.69M
-$246.0K
Indikami Bidco, LLC (dba IntegriChain)
Health Care Technology
First lien senior secured revolving loan
$2.40M
$2.38M
$23.0K
+6.00%
2030-06
Plasma Buyer LLC (dba PathGroup)
Health Care Providers & Services
First lien senior secured revolving loan
$1.82M
$1.86M
-$43.0K
+5.75%
2028-05
Granicus, Inc.
Application Software
First lien senior secured delayed draw term loan
$1.75M
$1.74M
$6.0K
+3.00%
2031-01
Orange Blossom Parent, Inc.
Health Care Technology
Common Units
$1.72M
$1.67M
$53.0K
TravelPerk, Inc.
Professional Services
Warrants
$1.60M
$985.0K
$613.0K
Salinger Bidco Inc. (dba Surgical Information Systems)
Health Care Technology
First lien senior secured revolving loan
$1.55M
$1.45M
$100.0K
+5.75%
2031-05
RL Datix Holdings (USA), Inc.
Health Care Technology
First lien senior secured revolving loan
$1.26M
$1.25M
$19.0K
+5.25%
2030-10
Galway Borrower LLC
Insurance
First lien senior secured delayed draw term loan
$1.25M
$1.25M
$9.0K
+4.50%
2028-09
Finastra USA, Inc.
Banks
First lien senior secured revolving loan
$1.24M
$1.18M
$63.0K
+7.25%
2029-09
Simplicity Financial Marketing Group Holdings, Inc.
Insurance
First lien senior secured delayed draw term loan
$1.23M
$1.24M
-$3.0K
+5.00%
2031-12
Forescout Technologies, Inc.
Systems Software
First lien senior secured loan
$1.23M
$1.22M
$5.0K
+5.00%
2031-05
Disco Parent, Inc. (dba Duck Creek Technologies, Inc.)
Insurance
First lien senior secured loan
$1.06M
$1.04M
$19.0K
+7.00%
2029-03
Fullsteam Operations, LLC
Application Software
First lien senior secured loan
$982.0K
$957.0K
$25.0K
+8.25%
2029-11
Pacific BidCo Inc.
Pharmaceuticals
First lien senior secured delayed draw term loan
$943.0K
$938.0K
$5.0K
+5.75%
2029-08
Baypine Commander Co-Invest, LP
Life Sciences & Services
Limited Partner Interest
$904.0K
$904.0K
$0.00
Renaissance Learning, Inc.
IT Services
First lien senior secured loan
$884.0K
$973.0K
-$89.0K
+4.00%
2030-04
Simpler Postage, Inc. (dba Easypost)
Application Software
Warrants
$817.0K
$861.0K
-$44.0K
Coupa Holdings, LLC
Application Software
First lien senior secured loan
$777.0K
$777.0K
$0.00
+5.25%
2030-02
Diamond Insure Bidco (dba Acturis)
Insurance
First lien senior secured EUR term loan
EUR 730.0K
EUR 659.0K
EUR 71.0K
+4.25%
2031-07
Accelerate Topco Holdings, LLC
Insurance
Common Units
$612.0K
$354.0K
$258.0K
Plasma Buyer LLC (dba PathGroup)
Health Care Providers & Services
First lien senior secured delayed draw term loan
$604.0K
$616.0K
-$12.0K
+6.25%
2029-05
Pye-Barker Fire & Safety, LLC
Commercial Services & Supplies
First lien senior secured revolving loan
$525.0K
$518.0K
$7.0K
+4.50%
2030-05
Indikami Bidco, LLC (dba IntegriChain)
Health Care Technology
First lien senior secured delayed draw term loan
$507.0K
$476.0K
$31.0K
+6.00%
2030-12
Bayshore Intermediate #2, L.P. (dba Boomi)
Systems Software
First lien senior secured revolving loan
$492.0K
$479.0K
$13.0K
+5.75%
2027-10
W.A. Kendall and Company, LLC
Commercial Services & Supplies
First lien senior secured revolving loan
$341.0K
$341.0K
$0.00
+5.88%
2030-04
AmeriLife Holdings LLC
Insurance
First lien senior secured revolving loan
$329.0K
$318.0K
$11.0K
+4.75%
2028-08
Fullsteam Operations, LLC
Application Software
First lien senior secured delayed draw term loan
$322.0K
$316.0K
$6.0K
+7.00%
2029-11
FR Flow Control CB LLC (dba Trillium Flow Technologies)
Machinery
First lien senior secured revolving loan
$311.0K
$313.0K
-$2.0K
+5.00%
2029-12
Granicus, Inc.
Application Software
First lien senior secured revolving loan
$230.0K
$217.0K
$13.0K
+4.25%
2031-01
Ministry Brands Holdings, LLC
Application Software
First lien senior secured revolving loan
$129.0K
$127.0K
$2.0K
+4.50%
2027-12
XOMA Corporation
Pharmaceuticals
Warrants
$41.0K
$29.0K
$12.0K
LSI Financing DAC
$2.4K
W.A. Kendall and Company, LLC
Commercial Services & Supplies
First lien senior secured delayed draw term loan
-$3.0K
Cambrex Corporation
Health Care Equipment & Supplies
First lien senior secured revolving loan
-$4.0K
WU Holdco, Inc. (dba PurposeBuilt Brands)
Household Products
First lien senior secured revolving loan
-$4.0K
Atlas US Finco, Inc. (dba Nearmap)
Insurance
First lien senior secured revolving loan
-$5.0K
Vessco Midco Holdings, LLC
Water Utilities
First lien senior secured revolving loan
-$5.0K
WU Holdco, Inc. (dba PurposeBuilt Brands)
Household Products
First lien senior secured delayed draw term loan
-$6.0K
Eternal Buyer, LLC (dba Wedgewood Weddings)
Diversified Consumer Services
First lien senior secured delayed draw term loan
-$7.0K
Litera Bidco LLC
Diversified Consumer Services
First lien senior secured revolving loan
-$7.0K
Valeris, Inc. (fka Phantom Purchaser, Inc.)
Health Care Providers & Services
First lien senior secured revolving loan
-$7.0K
AmeriLife Holdings LLC
Insurance
First lien senior secured delayed draw term loan #2
-$10.0K
Commander Buyer, Inc. (dba CenExel)
Life Sciences Tools & Services
First lien senior secured delayed draw term loan
-$11.0K
Litera Bidco LLC
Diversified Consumer Services
First lien senior secured delayed draw term loan #2
-$12.0K
Eternal Buyer, LLC (dba Wedgewood Weddings)
Diversified Consumer Services
First lien senior secured revolving loan
-$14.0K
Commander Buyer, Inc. (dba CenExel)
Life Sciences Tools & Services
First lien senior secured revolving loan
-$15.0K
Vensure Employer Services, Inc.
Professional Services
First lien senior secured delayed draw term loan
-$18.0K
CCI BUYER, INC. (dba Consumer Cellular)
Wireless Telecommunication Services
First lien senior secured revolving loan
-$19.0K
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
Simplicity Financial Marketing Group Holdings, Inc.
Insurance
First lien senior secured revolving loan
-$29.0K
AlphaSense, Inc.
Application Software
First lien senior secured delayed draw term loan #1
-$30.0K
AlphaSense, Inc.
Application Software
First lien senior secured delayed draw term loan #2
-$30.0K
Accommodations Plus Technologies LLC
Airlines
First lien senior secured revolving loan
-$32.0K
Dragonfly Health, Inc. (f/k/a StateServ Acquisition, Inc.)
Health Care Technology
First lien senior secured delayed draw term loan
-$33.0K
AI Titan Parent, Inc. (dba Prometheus Group)
Application Software
First lien senior secured revolving loan
-$34.0K
BCPE Pequod Buyer, Inc. (dba Envestnet)
Diversified Financial Services
First lien senior secured revolving loan
-$36.0K
DCCM, LLC
Professional Services
First lien senior secured delayed draw term loan
-$36.0K
OneOncology, LLC
Health Care Providers & Services
First lien senior secured revolving loan
-$38.0K
Einstein Parent, Inc. (dba Smartsheet)
Application Software
First lien senior secured revolving loan
-$45.0K
EresearchTechnology, Inc. (dba Clario)
Health Care Providers & Services
First lien senior secured revolving loan
-$47.0K
Modernizing Medicine, Inc. (dba ModMed)
Health Care Technology
First lien senior secured revolving loan
-$58.0K
Tricentis Operations Holdings, Inc.
Systems Software
First lien senior secured delayed draw term loan
-$60.0K
Tricentis Operations Holdings, Inc.
Systems Software
First lien senior secured revolving loan
-$75.0K
W.A. Kendall and Company, LLC
Commercial Services & Supplies
First lien senior secured delayed draw term loan2
-$83.0K
Crewline Buyer, Inc. (dba New Relic)
Systems Software
First lien senior secured revolving loan
-$94.0K
Packaging Coordinators Midco, Inc.
Health Care Equipment & Supplies
First lien senior secured revolving loan
-$97.0K
Packaging Coordinators Midco, Inc.
Health Care Equipment & Supplies
First lien senior secured delayed draw term loan
-$204.0K
PetVet Care Centers, LLC
Health Care Providers & Services
First lien senior secured delayed draw term loan
-$230.0K
Securonix, Inc.
Systems Software
First lien senior secured revolving loan
-$285.0K
$63.0K
-$348.0K
+7.00%
2029-04
PetVet Care Centers, LLC
Health Care Providers & Services
First lien senior secured revolving loan
-$295.0K
Disclosed holdings FV
$5.90B
Parsed holdings FV
$5.90B
Residual gap
-$2.4K
Balance-sheet cash
$95.85M
CIK
0001869453
Accession
0001869453-25-000040
Form type
10-Q
Period
2025-06-30