BDC·info
OTIC

Blue Owl Technology Income Corp

Period
SEC EDGAR ↗
Portfolio Fair Value
$4.41B
296 holdings
Avg Spread
+5.36%
FV-weighted, debt
Avg Coupon
FV-weighted
% First Lien
87.6%
of debt FV
Unrealized P/L
+$18.97M
+0.43% of cost
Non-Accrual
0
text-detected

Balance sheet

Assets$4.57B
Liabilities + Equity$4.57B
First Lien
$3.87B · 84.6%
Debt (Borrowings)
$1.79B · 39.1%
Net Assets (Equity)
$2.64B · 57.8%

Industry Composition

Systems Software
18.5%
Application Software
12.4%
Health Care Technology
11.4%
Insurance
6.9%
Professional Services
6.1%
Diversified Financial Services
5.5%
IT Services
4.7%
Health Care Providers & Services
4.4%
Food & Staples Retailing
3.7%
Commercial Services & Supplies
3.6%
Diversified Consumer Services
2.5%
Health Care Equipment & Supplies
2.3%
Other industries
17.9%

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

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%
9.5%
Schedule of Investments

All holdings

All holdings
Sortable, click headers to re-sort
296 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
$145.97M
$145.97M
$0.00
+5.50%
2028-12
SailPoint Technologies Holdings, Inc.
Systems Software
First lien senior secured loan
$113.81M
$112.17M
$1.64M
+6.00%
2029-08
Magnet Forensics, LLC (f/k/a Grayshift, LLC)
Application Software
First lien senior secured loan
$100.76M
$100.63M
$128.0K
+5.25%
2028-07
Anaplan, Inc.
Application Software
Firs lien senior secured loan
$92.76M
$92.73M
$27.0K
+5.75%
2029-06
Crewline Buyer, Inc. (dba New Relic)
Systems Software
First lien senior secured loan
$90.34M
$89.29M
$1.05M
+6.75%
2030-11
Blackhawk Network Holdings, Inc.
Diversified Financial Services
First lien senior secured loan
$90.17M
$88.20M
$1.97M
+5.00%
2029-03
Kaseya Inc.
IT Services
First lien senior secured loan
$68.33M
$67.29M
$1.03M
+5.50%
2029-06
SimpliSafe Holding Corporation
Commercial Services & Supplies
First lien senior secured loan
$68.19M
$67.28M
$911.0K
+6.25%
2028-05
Associations, Inc.
Buildings & Real Estate
First lien senior secured loan
$66.37M
$66.37M
-$2.0K
+6.50%
2028-07
Finastra USA, Inc.
Banks
First lien senior secured loan
$60.26M
$59.66M
$599.0K
+7.25%
2029-09
Picard Holdco, Inc.
Systems Software
Senior A Preferred Stock
$60.10M
$55.92M
$4.18M
Zendesk, Inc.
Application Software
First lien senior secured loan
$60.06M
$59.14M
$917.0K
+6.25%
2028-11
Knockout Intermediate Holdings I Inc. (dba Kaseya Inc.)
IT Services
Perpetual Preferred Stock
$59.51M
$58.51M
$995.0K
Barracuda Networks, Inc.
Systems Software
First lien senior secured loan
$59.48M
$58.19M
$1.29M
+4.50%
2029-08
Integrated Specialty Coverages, LLC
Insurance
First lien senior secured loan
$54.55M
$54.08M
$471.0K
+6.00%
2030-07
Minotaur Acquisition, Inc. (dba Inspira Financial)
Diversified Financial Services
First lien senior secured loan
$53.49M
$53.50M
-$8.0K
+5.00%
2030-06
Barracuda Networks, Inc.
Systems Software
Second lien senior secured loan
$51.55M
$54.46M
-$2.92M
+7.00%
2030-08
Storable, Inc.
Equity Real Estate Investment Trusts (REITs)
First lien senior secured revolving loan
$49.88M
$49.52M
$360.0K
+3.50%
2028-04
Innovation Ventures HoldCo, LLC
Beverages
First lien senior secured loan
$49.25M
$49.45M
-$205.0K
+6.25%
2027-03
Inovalon Holdings, Inc.
Health Care Technology
Second lien senior secured loan
$49.21M
$49.19M
$22.0K
2033-11
Minerva Holdco, Inc.
Health Care Technology
Senior A Preferred Stock
$48.28M
$49.68M
-$1.40M
Gerson Lehrman Group, Inc.
Professional Services
First lien senior secured loan
$47.12M
$46.86M
$261.0K
+5.25%
2027-12
Rubrik, Inc.
Systems Software
First lien senior secured loan
$46.77M
$46.22M
$556.0K
+7.00%
2028-08
ManTech International Corporation
Aerospace & Defense
First lien senior secured loan
$45.65M
$45.65M
$0.00
+5.00%
2029-09
Certinia, Inc.
Professional Services
First lien senior secured loan
$43.68M
$43.33M
$345.0K
+7.25%
2029-08
KWOL Acquisition Inc. (dba Worldwide Clinical Trials)
Health Care Providers & Services
First lien senior secured loan
$42.95M
$42.37M
$580.0K
+6.25%
2029-12
Denali BuyerCo, LLC (dba Summit Companies)
Commercial Services & Supplies
First lien senior secured loan
$41.61M
$40.91M
$696.0K
+5.75%
2028-09
Litera Bidco LLC
Diversified Consumer Services
First lien senior secured loan
$40.42M
$40.43M
-$5.0K
+4.75%
2028-05
Hyland Software, Inc.
Health Care Technology
First lien senior secured loan
$39.98M
$39.73M
$255.0K
+6.00%
2030-09
Xplor T1, LLC
Application Software
First lien senior secured loan
$39.80M
$39.80M
-$1.0K
+4.25%
2031-06
Activate Holdings (US) Corp. (dba Absolute Software)
Systems Software
First lien senior secured loan
$39.44M
$38.45M
$989.0K
+6.25%
2030-07
Central Parent Inc. (dba CDK Global Inc.)
Application Software
First lien senior secured loan
$39.10M
$39.70M
-$599.0K
+3.25%
2029-07
Color Intermediate, LLC (dba ClaimsXten)
Health Care Technology
First lien senior secured loan
$39.03M
$38.40M
$635.0K
+5.50%
2029-10
Computer Services, Inc. (dba CSI)
Diversified Financial Services
First lien senior secured loan
$38.90M
$38.46M
$435.0K
+5.25%
2029-11
PetVet Care Centers, LLC
Health Care Providers & Services
First lien senior secured loan
$38.47M
$38.69M
-$220.0K
+6.00%
2030-11
Entrata, Inc.
Real Estate Management & Development
First lien senior secured loan
$34.31M
$33.85M
$464.0K
+5.75%
2030-07
Monotype Imaging Holdings Inc.
Media
First lien senior secured loan
$33.98M
$33.90M
$77.0K
+5.50%
2031-02
Armstrong Bidco Limited
Application Software
First lien senior secured GBP term loan #1
GBP 33.50M
GBP 32.06M
GBP 1.45M
+5.25%
2029-06
Klarna Holding AB
Consumer Finance
Subordinated Floating Rate Notes
$32.67M
$32.67M
$0.00
+7.00%
2034-04
Aptean Acquiror, Inc. (dba Aptean)
Industrial Conglomerates
First lien senior secured loan
$31.25M
$31.11M
$144.0K
+5.25%
2031-01
Talon MidCo 2 Limited (dba Tufin)
Systems Software
First lien senior secured loan
$30.68M
$30.45M
$223.0K
+7.64%
2028-08
Neptune Holdings, Inc. (dba NexTech)
Health Care Technology
First lien senior secured loan
$30.50M
$30.02M
$474.0K
+5.75%
2030-08
Project Alpha Intermediate Holding, Inc. (dba Qlik)
Systems Software
., First lien senior secured revolving loan
$29.99M
$29.93M
$69.0K
+3.75%
2030-10
PerkinElmer U.S. LLC
Health Care Equipment & Supplies
First lien senior secured loan #2
$29.98M
$30.03M
-$48.0K
+5.00%
2029-03
Hyperion Refinance S.à r.l (dba Howden Group)
Insurance
First lien senior secured loan
$29.97M
$29.78M
$185.0K
+3.50%
2031-02
Proofpoint, Inc.
Professional Services
First lien senior secured loan
$29.84M
$29.82M
$12.0K
+3.00%
2028-08
Cloud Software Group, Inc.
Systems Software
Cloud Software Group, Inc., Firs lien senior secured loan #1
$29.80M
$29.85M
-$45.0K
+4.00%
2029-03
RL Datix Holdings (USA), Inc.
Health Care Technology
First lien senior secured loan
$29.52M
$29.52M
-$6.0K
+5.50%
2031-04
Delta TopCo, Inc. (dba Infoblox, Inc.)
Systems Software
First lien senior secured loan
$29.28M
$29.23M
$50.0K
+3.50%
2029-11
Sitecore Holding III A/S
Systems Software
First lien senior secured EUR term loan
EUR 29.09M
EUR 28.44M
EUR 650.0K
+7.75%
2029-03
Ultimate Software Group
Professional Services
First lien senior secured loan
$28.34M
$28.23M
$111.0K
+3.25%
2031-02
Sitecore Holding III A/S
Systems Software
First lien senior secured loan
$27.96M
$27.77M
$186.0K
+7.75%
2029-03
Interoperability Bidco, Inc. (dba Lyniate)
Health Care Technology
First lien senior secured loan
$27.63M
$27.95M
-$318.0K
+7.00%
2028-03
Asurion, LLC
Insurance
Second lien senior secured loan
$26.98M
$27.77M
-$792.0K
+5.25%
2029-01
Aurelia Netherlands Midco 2 B.V
Internet & Direct Marketing Retail
First lien senior secured EUR term loan
EUR 26.76M
EUR 26.48M
EUR 277.0K
+5.75%
2031-05
Smarsh Inc.
Diversified Financial Services
First lien senior secured loan
$26.67M
$26.47M
$196.0K
+5.75%
2029-02
AmeriLife Holdings LLC
Insurance
First lien senior secured loan
$25.91M
$25.49M
$418.0K
+5.75%
2029-08
Indikami Bidco, LLC (dba IntegriChain)
Health Care Technology
First lien senior secured loan
$25.46M
$25.30M
$159.0K
+6.50%
2030-12
Oranje Holdco, Inc. (dba KnowBe4)
Systems Software
First lien senior secured loan #2
$25.02M
$25.02M
$0.00
+7.25%
2029-02
Project Ruby Ultimate Parent Corp. (dba Wellsky)
Health Care Technology
First lien senior secured loan
$24.97M
$24.82M
$146.0K
+3.50%
2028-03
Ellucian Holdings Inc. (f/k/a Sophia, L.P.)
Diversified Consumer Services
First lien senior secured loan
$24.93M
$24.81M
$124.0K
+3.50%
2029-10
Cotiviti, Inc.
Health Care Technology
First lien senior secured loan
$24.78M
$24.82M
-$35.0K
+3.25%
2031-05
Associations Finance, Inc.
Buildings & Real Estate
Unsecured Notes
$24.61M
$24.62M
-$7.0K
2030-05
Saphilux S.a.r.L. (dba IQ-EQ)
IT Services
First lien senior secured loan
$24.50M
$24.38M
$121.0K
+4.00%
2028-07
Covetrus, Inc.
Health Care Providers & Services
Second lien senior secured loan
$24.44M
$24.56M
-$120.0K
+9.25%
2030-10
Peter C. Foy & Associates Insurance Services, LLC (dba PCF Insurance Services)
Insurance
First lien senior secured loan
$24.41M
$24.45M
-$42.0K
+5.50%
2028-11
RealPage, Inc.
Real Estate Management & Development
Second lien senior secured loan
$24.31M
$24.74M
-$423.0K
+6.50%
2029-04
Sensor Technology Topco, Inc. (dba Humanetics)
Professional Services
First lien senior secured loan
$23.90M
$23.67M
$234.0K
+7.00%
2028-05
Sovos Compliance, LLC
Professional Services
First lien senior secured loan
$23.28M
$22.84M
$438.0K
+4.50%
2028-08
Iconic IMO Merger Sub, Inc.
Health Care Technology
First lien senior secured loan
$23.04M
$22.74M
$297.0K
+5.50%
2029-05
Medline Borrower, LP
Health Care Equipment & Supplies
First lien senior secured loan
$22.91M
$22.88M
$30.0K
+2.75%
2028-10
Avalara, Inc.
Application Software
First lien senior secured loan
$22.73M
$22.46M
$267.0K
+6.75%
2028-10
Mitchell International, Inc.
Insurance
First lien senior secured loan
$22.47M
$22.59M
-$114.0K
+3.25%
2031-06
Pye-Barker Fire & Safety, LLC
Commercial Services & Supplies
First lien senior secured loan
$22.11M
$22.11M
-$1.0K
+4.50%
2031-05
Ping Identity Holding Corp.
Systems Software
First lien senior secured loan
$21.82M
$21.55M
$269.0K
+7.00%
2029-10
Imprivata, Inc.
Health Care Technology
First lien senior secured loan
$20.70M
$20.62M
$79.0K
+3.50%
2027-12
Athenahealth Group Inc.
Health Care Technology
First lien senior secured loan
$20.53M
$19.79M
$737.0K
+3.25%
2029-02
Icefall Parent, Inc. (dba EngageSmart)
Diversified Consumer Services
First lien senior secured loan
$20.39M
$20.15M
$235.0K
+6.50%
2030-01
Cloud Software Group, Inc.
Systems Software
Firs lien senior secured loan #2
$20.04M
$19.85M
$186.0K
+4.50%
2031-03
Bracket Intermediate Holding Corp.
Life Sciences Tools & Services
First lien senior secured loan
$19.86M
$19.32M
$539.0K
+5.00%
2028-05
AAlphaSense, Inc.
Application Software
First lien senior secured loan
$19.85M
$19.85M
-$1.0K
+6.25%
2029-06
Five Star Lower Holding LLC
Containers & Packaging
First lien senior secured loan
$19.77M
$21.25M
-$1.48M
+4.25%
2029-05
RealPage, Inc.
Real Estate Management & Development
First lien senior secured loan
$19.68M
$19.92M
-$246.0K
+3.00%
2028-04
Bamboo US BidCo LLC
Life Sciences Tools & Services
First lien senior secured loan
$19.58M
$19.39M
$189.0K
+6.75%
2030-09
Boxer Parent Company Inc. (f/k/a BMC)
Application Software
First lien senior secured loan
$18.92M
$18.77M
$152.0K
+4.00%
2028-12
Ministry Brands Holdings, LLC
Diversified Financial Services
First lien senior secured loan
$18.76M
$18.73M
$33.0K
+5.50%
2028-12
Simpler Postage, Inc. (dba Easypost)
Application Software
First lien senior secured loan
$18.57M
$18.57M
$0.00
+7.00%
2029-06
PerkinElmer U.S. LLC
Health Care Equipment & Supplies
First lien senior secured loan #1
$18.56M
$18.58M
-$16.0K
+5.00%
2029-03
Faraday Buyer, LLC (dba MacLean Power Systems)
Machinery
First lien senior secured loan
$17.88M
$17.65M
$233.0K
+6.00%
2028-10
Marcel Bidco LLC (dba SUSE)
IT Services
First lien senior secured loan
$17.79M
$17.71M
$88.0K
+4.00%
2030-11
Imprivata, Inc.
Health Care Technology
Second lien senior secured loan
$17.65M
$17.48M
$170.0K
+6.25%
2028-12
Armstrong Bidco Limited
Application Software
First lien senior secured GBP term loan #2
GBP 17.48M
GBP 16.73M
GBP 750.0K
+5.25%
2029-06
Sitecore USA, Inc.
Systems Software
First lien senior secured loan
$17.40M
$19.64M
-$2.23M
+7.00%
2028-04
RL Datix Holdings (USA), Inc.
Health Care Technology
First lien senior secured GBP term loan
GBP 17.28M
GBP 17.08M
GBP 203.0K
+5.50%
2031-04
Engineered Machinery Holdings, Inc. (dba Duravant)
Construction & Engineering
First lien senior secured loan
$16.93M
$16.79M
$141.0K
+3.75%
2028-05
Severin Acquisition, LLC (dba PowerSchool)
IT Services
First lien senior secured loan
$16.91M
$16.80M
$113.0K
+3.00%
2027-08
Plasma Buyer LLC (dba PathGroup)
Health Care Providers & Services
First lien senior secured loan
$16.51M
$16.46M
$46.0K
+5.75%
2029-05
Fortra, LLC (f/k/a Help/Systems Holdings, Inc.)
Systems Software
Second lien senior secured loan
$16.30M
$19.80M
-$3.50M
+6.75%
2027-11
GHX Ultimate Parent Corporation (dba Global Healthcare Exchange)
Health Care Technology
First lien senior secured loan
$16.19M
$16.09M
$99.0K
+4.00%
2027-06
Asurion, LLC
Insurance
First lien senior secured loan #1
$15.16M
$14.70M
$464.0K
+3.25%
2026-12
Truist Insurance Holdings, LLC
Insurance
First lien senior secured loan
$15.01M
$14.80M
$215.0K
+3.25%
2031-05
MED ParentCO, LP
Health Care Providers & Services
First lien senior secured loan
$14.98M
$14.93M
$54.0K
+4.00%
2031-04
Access CIG, LLC
Commercial Services & Supplies
First lien senior secured loan
$14.97M
$14.65M
$318.0K
+5.00%
2028-08
Ardonagh Midco 3 PLC
Insurance
First lien senior secured loan
$14.93M
$14.96M
-$38.0K
+3.75%
2031-02
Polaris Purchaser, INC. (dba Plusgrade)
Diversified Consumer Services
First lien senior secured loan
$14.93M
$14.86M
$69.0K
+4.50%
2031-03
The Dun & Bradstreet Corporation
IT Services
First lien senior secured loan
$14.89M
$14.89M
$0.00
+2.75%
2029-01
Confluent Medical Technologies, Inc.
Health Care Equipment & Supplies
First lien senior secured loan
$14.89M
$14.80M
$90.0K
+3.75%
2029-02
Perforce Software, Inc.
Application Software
First lien senior secured loan #1
$14.70M
$14.51M
$193.0K
+4.50%
2026-07
Inovalon Holdings, Inc.
Health Care Technology
First lien senior secured loan
$14.36M
$14.30M
$57.0K
+6.25%
2028-11
OneOncology LLC
Health Care Providers & Services
First lien senior secured loan
$14.18M
$13.99M
$190.0K
+6.25%
2030-06
Phoenix Newco, Inc. (dba Parexel)
Life Sciences Tools & Services
First lien senior secured loan
$13.95M
$13.90M
$50.0K
+3.25%
2028-11
JS PARENT, INC. (dba Jama Software)
Application Software
First lien senior secured loan
$13.61M
$13.61M
-$1.0K
+5.00%
2031-04
Integrity Marketing Acquisition, LLC
Insurance
First lien senior secured loan
$13.15M
$13.12M
$25.0K
+5.80%
2026-08
Fortra, LLC (f/k/a Help/Systems Holdings, Inc.)
Systems Software
First lien senior secured loan
$13.11M
$14.00M
-$885.0K
+4.00%
2026-11
Bamboo US BidCo LLC
Life Sciences Tools & Services
First lien senior secured EUR term loan
EUR 13.09M
EUR 12.78M
EUR 315.0K
+6.75%
2030-09
Omnia Partners, LLC
Professional Services
First lien senior secured loan
$12.99M
$12.97M
$22.0K
+3.25%
2030-07
Engage Debtco Limited
Health Care Providers & Services
First lien senior secured loan
$12.55M
$12.50M
$51.0K
+5.75%
2029-07
Hub International
Insurance
First lien senior secured loan
$12.47M
$12.44M
$23.0K
+3.25%
2030-06
Motus Group, LLC.
Professional Services
First lien senior secured loan
$12.46M
$12.47M
-$7.0K
+3.75%
2028-12
Ensemble RCM, LLC
Health Care Technology
First lien senior secured loan
$12.43M
$12.40M
$34.0K
+3.00%
2029-08
LSI Financing 1 DAC
Pharmaceuticals
Preferred Equity
$11.97M
$11.04M
$930.0K
PDI TA Holdings, Inc.
Multiline Retail
First lien senior secured loan
$11.70M
$11.65M
$52.0K
+5.25%
2031-02
Granicus, Inc.
Application Software
First lien senior secured loan
$11.63M
$11.57M
$52.0K
+5.75%
2031-01
Azurite Intermediate Holdings, Inc. (dba Alteryx, Inc.)
Systems Software
First lien senior secured delayed draw term loan
$11.22M
$11.19M
$37.0K
+6.50%
2026-03
TK Operations Ltd (dba Travelperk, Inc.)
Professional Services
First lien senior secured loan
$11.18M
$11.20M
-$20.0K
2029-05
Artifact Bidco, Inc. (dba Aveta)
Application Software
First lien senior secured loan
$10.99M
$10.99M
$0.00
+4.50%
2031-05
Acrisure, LLC
Insurance
First lien senior secured loan
$10.52M
$10.54M
-$20.0K
+3.25%
2030-11
BridgeBio Pharma, Inc.
Pharmaceuticals
First lien senior secured loan
$10.47M
$10.49M
-$12.0K
+6.50%
2029-01
Ivanti Software, Inc.
Systems Software
First lien senior secured loan
$10.18M
$12.14M
-$1.96M
+4.25%
2027-12
Deerfield Dakota Holdings
Diversified Financial Services
First lien senior secured loan
$10.12M
$9.99M
$125.0K
+3.75%
2027-04
Elliott Alto Co-Investor Aggregator L.P.
Systems Software
LP Interest
$10.07M
$7.89M
$2.19M
Fiesta Purchaser, Inc. (dba Shearer's Foods)
Food & Staples Retailing
First lien senior secured loan
$10.06M
$9.64M
$424.0K
+4.00%
2031-02
Resonetics, LLC
Health Care Equipment & Supplies
First lien senior secured loan
$10.01M
$9.97M
$38.0K
+3.75%
2031-06
Securiti, Inc.
Systems Software
Series C Preferred Shares
$10.00M
$10.00M
-$2.0K
AssuredPartners, Inc.
Insurance
First lien senior secured loan
$9.99M
$9.96M
$32.0K
+3.50%
2031-02
Zelis Cost Management Buyer, Inc.
Health Care Technology
First lien senior secured loan
$9.96M
$9.93M
$36.0K
+2.75%
2029-09
AQ Carver Buyer, Inc. (dba CoAdvantage)
Professional Services
First lien senior secured loan
$9.95M
$9.75M
$203.0K
+5.50%
2029-08
Charter NEX US, Inc.
Commercial Services & Supplies
First lien senior secured loan
$9.93M
$9.92M
$11.0K
+3.50%
2027-12
Tricorbraun Holdings, Inc.
Containers & Packaging
First lien senior secured loan
$9.92M
$9.90M
$25.0K
+3.25%
2028-03
USIC Holdings, Inc.
Energy Equipment & Services
First lien senior secured loan
$9.60M
$9.81M
-$216.0K
+3.50%
2028-05
Zoro TopCo, Inc.
Application Software
Series A Preferred Equity
$9.52M
$9.27M
$256.0K
Halo Parent Newco, LLC
Systems Software
Class H PIK Preferred Equity
$9.30M
$12.33M
-$3.03M
Dodge Construction Network LLC
Construction & Engineering
First lien senior secured loan
$8.94M
$12.12M
-$3.17M
+4.75%
2029-02
Pacific BidCo Inc.
Pharmaceuticals
First lien senior secured loan
$8.83M
$8.72M
$104.0K
+5.75%
2029-08
TC Holdings, LLC (dba TrialCard)
Health Care Providers & Services
First lien senior secured loan
$8.75M
$8.70M
$53.0K
+5.00%
2027-04
Appfire Technologies, LLC
Systems Software
First lien senior secured loan
$8.18M
$8.18M
$1.0K
+4.75%
2027-03
Project Alpine Co-Invest Fund, LP
Application Software
LP Interest
$7.88M
$6.67M
$1.21M
Cresset Capital Management, LLC
Capital Markets
First lien senior secured loan
$7.76M
$7.76M
-$1.0K
+5.00%
2030-06
Azurite Intermediate Holdings, Inc. (dba Alteryx, Inc.)
Systems Software
First lien senior secured loan
$7.74M
$7.72M
$17.0K
+6.50%
2031-03
Wand Newco 3, Inc.(dba Caliber)
Specialty Retail
First lien senior secured loan
$7.55M
$7.48M
$64.0K
+3.75%
2031-01
Hockey Parent Holdings, L.P.
Insurance
Class A Common Units
$7.50M
$7.50M
$0.00
Learning Care Group (US) No. 2 Inc.
Diversified Consumer Services
First lien senior secured loan
$7.49M
$7.44M
$42.0K
+4.00%
2028-08
BCPE Empire Holdings, Inc. (dba Imperial-Dade)
Containers & Packaging
First lien senior secured loan
$7.48M
$7.46M
$14.0K
+4.00%
2027-01
Project Hotel California Co-Invest Fund, L.P.
Systems Software
LP Interest
$7.34M
$6.72M
$625.0K
Zoro TopCo, L.P.
Application Software
Class A Common Units
$7.31M
$6.71M
$596.0K
Mitchell International, Inc.
Insurance
Second lien senior secured loan
$7.26M
$7.26M
-$5.0K
+5.25%
2032-06
Applied Systems, Inc.
Insurance
First lien senior secured loan
$7.05M
$6.99M
$56.0K
+3.50%
2031-02
Bleriot US Bidco Inc.
Aerospace & Defense
First lien senior secured loan
$6.81M
$6.78M
$27.0K
+3.25%
2028-10
EET Buyer, Inc. (dba e-Emphasys)
Building Products
First lien senior secured loan
$6.38M
$6.29M
$87.0K
+5.00%
2027-11
OneDigital Borrower LLC
Professional Services
First lien senior secured loan
$6.27M
$6.27M
$3.0K
+3.25%
2031-06
Community Brand ParentCo, LLC
Application Software
First lien senior secured loan
$6.23M
$6.15M
$84.0K
+5.50%
2028-02
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
$5.91M
$5.91M
$0.00
+5.00%
2027-12
Level 3 Financing, Inc.
Diversified Telecommunication Services
First lien senior secured loan #1
$5.49M
$5.57M
-$77.0K
+6.56%
2029-04
Level 3 Financing, Inc.
Diversified Telecommunication Services
First lien senior secured loan #2
$5.46M
$5.57M
-$106.0K
+6.56%
2030-04
OneOncology LLC
Health Care Providers & Services
First lien senior secured delayed draw term loan #1
$5.36M
$5.26M
$92.0K
+6.25%
2024-12
Pro Mach Group, Inc.
Containers & Packaging
First lien senior secured loan
$5.01M
$4.99M
$21.0K
+3.50%
2028-08
VS Buyer LLC (dba Veeam Software)
IT Services
First lien senior secured loan
$5.01M
$4.99M
$19.0K
+3.25%
2031-04
Packaging Coordinators Midco, Inc.
Health Care Equipment & Supplies
First lien senior secured loan
$5.00M
$4.99M
$13.0K
+3.25%
2027-11
Azalea TopCo, Inc. (dba Press Ganey)
Health Care Providers & Services
First lien senior secured loan
$4.99M
$4.95M
$43.0K
+3.50%
2031-04
Perforce Software, Inc.
Application Software
First lien senior secured loan #2
$4.99M
$4.98M
$12.0K
+4.75%
2031-03
EP Purchaser, LLC (dba Entertainment Partners)
Professional Services
First lien senior secured loan
$4.94M
$4.77M
$166.0K
+4.50%
2028-11
Romulus Intermediate Holdings 1 Inc. (dba PetVet Care Centers)
Health Care Providers & Services
Series A Preferred Stock
$4.63M
$4.68M
-$50.0K
Sensor Technology Topco, Inc. (dba Humanetics)
Professional Services
First lien senior secured EUR term loan
EUR 4.62M
EUR 4.64M
-EUR 16.0K
+7.25%
2028-05
Greenway Health, LLC
Health Care Technology
First lien senior secured loan
$4.61M
$4.56M
$47.0K
+6.75%
2029-04
Dynasty Acquisition Co., Inc. (dba StandardAero Limited)
Aerospace & Defense
First lien senior secured loan #1
$4.32M
$4.31M
$16.0K
+3.50%
2028-08
AlphaSense, LLC
Application Software
Series E preferred Shares
$4.31M
$4.31M
$0.00
Oranje Holdco, Inc. (dba KnowBe4)
Systems Software
First lien senior secured loan #1
$4.27M
$4.22M
$53.0K
+7.50%
2029-02
XRL 1 LLC (dba XOMA)
Pharmaceuticals
First lien senior secured loan
$4.27M
$4.34M
-$76.0K
+9.88%
2038-12
GI Ranger Intermediate, LLC (dba Rectangle Health)
Health Care Technology
First lien senior secured loan
$4.13M
$4.14M
-$12.0K
+6.00%
2028-10
Rubrik, Inc.
Systems Software
First lien senior secured delayed draw term loan
$3.75M
$3.70M
$54.0K
+7.00%
2028-08
OneDigital Borrower LLC
Professional Services
Second lien senior secured loan
$3.68M
$3.68M
$0.00
+5.25%
2032-06
Smarsh Inc.
Diversified Financial Services
First lien senior secured delayed draw term loan
$3.33M
$3.29M
$47.0K
+5.75%
2025-02
KWOL Acquisition Inc. (dba Worldwide Clinical Trials)
Health Care Providers & Services
Common stock
$3.17M
$3.17M
$0.00
Peraton Corp.
Aerospace & Defense
First lien senior secured loan
$3.04M
$3.03M
$11.0K
+3.75%
2028-02
Acrisure, LLC
Insurance
Unsecured notes
$3.00M
$3.00M
$0.00
+8.50%
2029-06
Vestwell Holdings, Inc.
Professional Services
Series D Preferred Stock
$3.00M
$3.00M
$0.00
Asurion, LLC
Insurance
First lien senior secured loan #2
$2.96M
$2.96M
-$5.0K
+4.25%
2028-08
Fleet U.S. Bidco Inc. (dba Argus Media)
Energy Equipment & Services
First lien senior secured loan
$2.51M
$2.49M
$25.0K
+3.25%
2031-02
iSolved, Inc.
Professional Services
First lien senior secured loan
$2.50M
$2.50M
$2.0K
+3.50%
2030-10
Litera Bidco LLC
Diversified Consumer Services
First lien senior secured delayed draw term loan #1
$2.35M
$2.35M
-$1.0K
+4.75%
2026-11
BTRS Holdings Inc. (dba Billtrust)
Diversified Financial Services
First lien senior secured loan
$2.30M
$2.25M
$45.0K
+8.00%
2028-12
Conservice Midco, LLC
Real Estate Management & Development
First lien senior secured loan
$1.99M
$1.99M
$0.00
+4.00%
2027-05
Integrity Marketing Acquisition, LLC
Insurance
First lien senior secured delayed draw term loan
$1.74M
$1.71M
$25.0K
+6.00%
2025-08
Dynasty Acquisition Co., Inc. (dba StandardAero Limited)
Aerospace & Defense
First lien senior secured loan #2
$1.67M
$1.66M
$6.0K
+3.50%
2028-08
Orange Blossom Parent, Inc.
Health Care Technology
Common Units
$1.66M
$1.67M
-$3.0K
KWOL Acquisition Inc. (dba Worldwide Clinical Trials)
Health Care Providers & Services
First lien senior secured revolving loan
$1.44M
$1.36M
$76.0K
+6.25%
2029-12
PDI TA Holdings, Inc.
Multiline Retail
First lien senior secured delayed draw term loan
$1.38M
$1.36M
$20.0K
+5.25%
2026-02
Forescout Technologies, Inc.
Systems Software
First lien senior secured loan
$1.23M
$1.23M
$0.00
+5.00%
2031-05
Indikami Bidco, LLC (dba IntegriChain)
Health Care Technology
First lien senior secured revolving loan
$1.10M
$1.09M
$18.0K
+6.00%
2030-06
Plasma Buyer LLC (dba PathGroup)
Health Care Providers & Services
First lien senior secured revolving loan
$1.03M
$1.03M
$1.0K
+5.75%
2028-05
Kaseya Inc.
IT Services
First lien senior secured revolving loan
$1.02M
$966.0K
$57.0K
+5.50%
2029-06
Pacific BidCo Inc.
Pharmaceuticals
First lien senior secured delayed draw term loan
$947.0K
$934.0K
$13.0K
+5.75%
2025-08
Renaissance Learning, Inc.
IT Services
First lien senior secured loan
$908.0K
$909.0K
-$1.0K
+4.25%
2030-04
TravelPerk, Inc.
Professional Services
Warrants
$906.0K
$906.0K
$0.00
Disco Parent, Inc. (dba Duck Creek Technologies, Inc.)
Insurance
First lien senior secured loan
$905.0K
$890.0K
$15.0K
+7.50%
2029-03
Simpler Postage, Inc. (dba Easypost)
Application Software
Warrants
$861.0K
$861.0K
$0.00
Coupa Holdings, LLC
Application Software
First lien senior secured loan
$785.0K
$785.0K
$0.00
+5.50%
2030-02
Sensor Technology Topco, Inc. (dba Humanetics)
Professional Services
First lien senior secured revolving loan
$748.0K
$735.0K
$13.0K
+6.50%
2028-05
Finastra USA, Inc.
Banks
First lien senior secured revolving loan
$663.0K
$601.0K
$62.0K
+7.25%
2029-09
Fullsteam Operations, LLC
Application Software
First lien senior secured loan
$662.0K
$643.0K
$19.0K
+8.25%
2029-11
Bamboo US BidCo LLC
Life Sciences Tools & Services
First lien senior secured delayed draw term loan
$569.0K
$536.0K
$33.0K
+6.75%
2025-03
Pye-Barker Fire & Safety, LLC
Commercial Services & Supplies
First lien senior secured revolving loan
$514.0K
$515.0K
-$1.0K
+4.50%
2030-05
Accelerate Topco Holdings, LLC
Insurance
Common Units
$483.0K
$354.0K
$129.0K
Kaseya Inc.
IT Services
First lien senior secured delayed draw term loan
$454.0K
$420.0K
$34.0K
+5.50%
2025-06
Appfire Technologies, LLC
Systems Software
First lien senior secured revolving loan
$373.0K
$373.0K
$0.00
+3.75%
2027-03
Aptean Acquiror, Inc. (dba Aptean)
Industrial Conglomerates
First lien senior secured delayed draw term loan
$275.0K
$248.0K
$27.0K
+5.25%
2026-01
Plasma Buyer LLC (dba PathGroup)
Health Care Providers & Services
First lien senior secured delayed draw term loan
$248.0K
$245.0K
$3.0K
+6.25%
2025-09
Truist Insurance Holdings, LLC
Insurance
First lien senior secured revolving loan
$179.0K
$179.0K
$0.00
+3.25%
2029-05
Fullsteam Operations, LLC
Application Software
First lien senior secured delayed draw term loan #1
$157.0K
$152.0K
$5.0K
+8.25%
2025-05
BTRS Holdings Inc. (dba Billtrust)
Diversified Financial Services
First lien senior secured delayed draw term loan
$144.0K
$145.0K
-$1.0K
+8.00%
2024-12
Smarsh Inc.
Diversified Financial Services
First lien senior secured revolving loan
$128.0K
$126.0K
$2.0K
+5.75%
2029-02
Galway Borrower LLC
Insurance
First lien senior secured revolving loan
$104.0K
$100.0K
$4.0K
+5.25%
2028-09
BTRS Holdings Inc. (dba Billtrust)
Diversified Financial Services
First lien senior secured revolving loan
$91.0K
$87.0K
$4.0K
+7.25%
2028-12
Fullsteam Operations, LLC
Application Software
First lien senior secured delayed draw term loan #2
$55.0K
$52.0K
$3.0K
+8.25%
2025-11
Granicus, Inc.
Application Software
First lien senior secured revolving loan
$18.0K
$11.0K
$7.0K
+4.25%
2031-01
XOMA Corporation
Pharmaceuticals
Warrants #1
$16.0K
$10.0K
$6.0K
XOMA Corporation
Pharmaceuticals
Warrants #2
$15.0K
$10.0K
$5.0K
XOMA Corporation
Pharmaceuticals
Warrants #3
$14.0K
$9.0K
$5.0K
Fullsteam Operations, LLC
Application Software
First lien senior secured delayed draw term loan #3
-$1.0K
-$3.0K
$2.0K
+7.00%
2025-08
Artifact Bidco, Inc. (dba Aveta)
Application Software
First lien senior secured revolving loan #1
-$3.0K
-$3.0K
$0.00
+4.50%
2030-05
Associations, Inc.
Buildings & Real Estate
First lien senior secured revolving loan
-$4.0K
-$4.0K
$0.00
+6.50%
2028-07
Associations, Inc.
Buildings & Real Estate
First lien senior secured delayed draw term loan
-$5.0K
-$5.0K
$0.00
+6.50%
2028-07
Gerson Lehrman Group, Inc.
Professional Services
First lien senior secured revolving loan
-$6.0K
-$19.0K
$13.0K
+5.25%
2027-12
Iconic IMO Merger Sub, Inc.
Health Care Technology
First lien senior secured revolving loan
-$6.0K
-$32.0K
$26.0K
+6.00%
2028-05
Artifact Bidco, Inc. (dba Aveta)
Application Software
First lien senior secured delayed draw term loan
-$7.0K
-$20.0K
$13.0K
+4.50%
2027-05
Artifact Bidco, Inc. (dba Aveta)
Application Software
First lien senior secured revolving loan #2
-$7.0K
-$7.0K
$0.00
+4.50%
2030-05
JS PARENT, INC. (dba Jama Software)
Application Software
First lien senior secured revolving loan
-$7.0K
-$6.0K
-$1.0K
+5.00%
2031-04
Talon MidCo 2 Limited (dba Tufin)
Systems Software
First lien senior secured revolving loan
-$10.0K
-$19.0K
$9.0K
+7.00%
2028-08
Cresset Capital Management, LLC
Capital Markets
First lien senior secured revolving loan
-$11.0K
-$11.0K
$0.00
+5.00%
2029-06
XRL 1 LLC (dba XOMA)
Pharmaceuticals
First lien senior secured delayed draw term loan
-$12.0K
-$5.0K
-$7.0K
+9.88%
2025-12
Litera Bidco LLC
Diversified Consumer Services
First lien senior secured revolving loan
-$13.0K
-$13.0K
$0.00
+4.75%
2028-05
PDI TA Holdings, Inc.
Multiline Retail
First lien senior secured revolving loan
-$13.0K
-$19.0K
$6.0K
+5.50%
2031-02
Hyland Software, Inc.
Health Care Technology
First lien senior secured revolving loan
-$14.0K
-$25.0K
$11.0K
+6.00%
2029-09
Aptean Acquiror, Inc. (dba Aptean)
Industrial Conglomerates
First lien senior secured revolving loan
-$15.0K
-$27.0K
$12.0K
+5.25%
2031-01
Icefall Parent, Inc. (dba EngageSmart)
Diversified Consumer Services
First lien senior secured revolving loan
-$15.0K
-$36.0K
$21.0K
+6.50%
2030-01
Interoperability Bidco, Inc. (dba Lyniate)
Health Care Technology
First lien senior secured revolving loan
-$20.0K
-$1.0K
-$19.0K
+7.00%
2028-03
Ministry Brands Holdings, LLC
Diversified Financial Services
First lien senior secured revolving loan
-$21.0K
-$20.0K
-$1.0K
+5.50%
2027-12
Monotype Imaging Holdings Inc.
Media
First lien senior secured revolving loan
-$21.0K
-$30.0K
$9.0K
+5.50%
2030-02
Crewline Buyer, Inc. (dba New Relic)
Systems Software
First lien senior secured revolving loan
-$24.0K
-$128.0K
$104.0K
+6.75%
2030-11
PetVet Care Centers, LLC
Health Care Providers & Services
First lien senior secured delayed draw term loan
-$26.0K
-$23.0K
-$3.0K
+6.00%
2025-11
OneOncology LLC
Health Care Providers & Services
First lien senior secured delayed draw term loan #2
-$27.0K
-$26.0K
-$1.0K
+5.00%
2025-06
SailPoint Technologies Holdings, Inc.
Systems Software
First lien senior secured revolving loan
-$27.0K
-$150.0K
$123.0K
+6.00%
2028-08
Integrated Specialty Coverages, LLC
Insurance
First lien senior secured revolving loan
-$30.0K
-$75.0K
$45.0K
+6.00%
2029-07
Neptune Holdings, Inc. (dba NexTech)
Health Care Technology
First lien senior secured revolving loan
-$31.0K
-$91.0K
$60.0K
+6.00%
2029-08
Azurite Intermediate Holdings, Inc. (dba Alteryx, Inc.)
Systems Software
First lien senior secured revolving loan
-$36.0K
-$41.0K
$5.0K
+6.50%
2031-03
Simpler Postage, Inc. (dba Easypost)
Application Software
First lien senior secured delayed draw term loan #1
-$39.0K
-$38.0K
-$1.0K
+7.00%
2026-06
AlphaSense, Inc.
Application Software
First lien senior secured revolving loan
-$40.0K
-$40.0K
$0.00
+6.25%
2025-12
Minotaur Acquisition, Inc. (dba Inspira Financial)
Diversified Financial Services
First lien senior secured delayed draw term loan #1
-$45.0K
-$44.0K
-$1.0K
+5.00%
2025-05
Minotaur Acquisition, Inc. (dba Inspira Financial)
Diversified Financial Services
First lien senior secured delayed draw term loan #2
-$45.0K
-$44.0K
-$1.0K
+5.00%
2026-05
Pye-Barker Fire & Safety, LLC
Commercial Services & Supplies
First lien senior secured delayed draw term loan
-$51.0K
-$50.0K
-$1.0K
+4.50%
2026-05
Minotaur Acquisition, Inc. (dba Inspira Financial)
Diversified Financial Services
First lien senior secured revolving loan
-$55.0K
-$54.0K
-$1.0K
+5.00%
2030-06
Certinia, Inc.
Professional Services
First lien senior secured revolving loan
-$59.0K
-$100.0K
$41.0K
+7.25%
2029-08
RL Datix Holdings (USA), Inc.
Health Care Technology
First lien senior secured revolving loan
-$59.0K
-$57.0K
-$2.0K
+5.50%
2030-10
Bamboo US BidCo LLC
Life Sciences Tools & Services
First lien senior secured revolving loan
-$72.0K
-$108.0K
$36.0K
+6.00%
2029-10
PetVet Care Centers, LLC
Health Care Providers & Services
First lien senior secured revolving loan
-$81.0K
-$51.0K
-$30.0K
+6.00%
2029-11
Securonix, Inc.
Systems Software
First lien senior secured revolving loan
-$347.0K
$57.0K
-$404.0K
+7.00%
2028-04
Activate Holdings (US) Corp. (dba Absolute Software)
Systems Software
First lien senior secured revolving loan
-$72.0K
+6.25%
2029-07
AmeriLife Holdings LLC
Insurance
First lien senior secured delayed draw term loan
-$16.0K
+5.75%
2026-06
AmeriLife Holdings LLC
Insurance
First lien senior secured revolving loan
-$32.0K
+5.75%
2028-08
Appfire Technologies, LLC
Systems Software
First lien senior secured delayed draw term loan #1
-$75.0K
+5.50%
2025-03
Appfire Technologies, LLC
Systems Software
First lien senior secured delayed draw term loan #2
-$13.0K
+4.75%
2026-06
Avalara, Inc.
Application Software
First lien senior secured revovling loan
-$24.0K
+6.75%
2028-10
Community Brand ParentCo, LLC
Application Software
First lien senior secured revolving loan
-$5.0K
+5.50%
2028-02
Computer Services, Inc. (dba CSI)
Diversified Financial Services
First lien senior secured delayed draw term loan
-$53.0K
+5.25%
2026-02
Disco Parent, Inc. (dba Duck Creek Technologies, Inc.)
Insurance
First lien senior secured revolving loan
-$2.0K
+7.50%
2029-03
EET Buyer, Inc. (dba e-Emphasys)
Building Products
First lien senior secured delayed draw term loan
-$3.0K
+5.00%
2026-04
EET Buyer, Inc. (dba e-Emphasys)
Building Products
First lien senior secured revolving loan
-$5.0K
+5.00%
2027-11
Entrata, Inc.
Real Estate Management & Development
First lien senior secured revolving loan
-$48.0K
+6.00%
2028-07
Faraday Buyer, LLC (dba MacLean Power Systems)
Machinery
First lien senior secured delayed draw term loan
-$16.0K
+6.00%
2025-11
Fiesta Purchaser, Inc. (dba Shearer's Foods)
Food & Staples Retailing
First lien senior secured revolving loan
-$46.0K
+4.50%
2029-02
Fullsteam Operations, LLC
Application Software
First lien senior secured delayed draw term loan #4
-$1.0K
+7.00%
2026-02
Fullsteam Operations, LLC
Application Software
First lien senior secured revolving loan
-$1.0K
+8.25%
2029-11
Galway Borrower LLC
Insurance
First lien senior secured delayed draw term loan
-$29.0K
+5.00%
2026-02
Granicus, Inc.
Application Software
First lien senior secured delayed draw term loan
-$8.0K
+5.75%
2026-01
Indikami Bidco, LLC (dba IntegriChain)
Health Care Technology
First lien senior secured delayed draw term loan
-$34.0K
+6.00%
2025-12
Integrated Specialty Coverages, LLC
Insurance
First lien senior secured delayed draw term loan
-$69.0K
+6.00%
2025-01
Integrity Marketing Acquisition, LLC
Insurance
First lien senior secured revolving loan
-$4.0K
+6.50%
2026-08
Magnet Forensics, LLC (f/k/a Grayshift, LLC)
Application Software
First lien senior secured revolving loan
-$39.0K
+5.25%
2028-07
Monotype Imaging Holdings Inc.
Media
First lien senior secured delayed draw term loan
-$10.0K
+5.50%
2026-02
OneOncology LLC
Health Care Providers & Services
First lien senior secured revolving loan
-$35.0K
+6.25%
2029-06
Oranje Holdco, Inc. (dba KnowBe4)
Systems Software
First lien senior secured revolving loan
-$6.0K
+7.50%
2029-02
PerkinElmer U.S. LLC
Health Care Equipment & Supplies
First lien senior secured delayed draw term loan
-$36.0K
+5.00%
2026-05
Ping Identity Holding Corp.
Systems Software
First lien senior secured revolving loan
-$23.0K
+7.00%
2028-10
TC Holdings, LLC (dba TrialCard)
Health Care Providers & Services
First lien senior secured revolving loan
-$6.0K
+5.00%
2027-04
Zendesk, Inc.
Application Software
First lien senior secured delayed draw term loan
-$398.0K
+6.25%
2024-11
Zendesk, Inc.
Application Software
First lien senior secured revolving loan
-$88.0K
+6.25%
2028-11
Disclosed holdings FV
$4.42B
Parsed holdings FV
$4.41B
Residual gap
$4.64M
Balance-sheet cash
$108.68M
CIK
0001869453
Accession
0001869453-24-000036
Form type
10-Q
Period
2024-06-30