Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Pallas Capital Advisors LLC 13F Holdings -- Portfolio & Top Positions (2026-03-31)

Pallas Capital Advisors LLC (CIK 1862282) reported $2.66B across 858 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: BRKR ($342.5M, 12.88%), GLP ($72.7M, 2.74%), JMBS ($69.3M, 2.61%), MSFT ($58.4M, 2.20%), AAPL ($50.4M, 1.90%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1BRKRBRUKER CORP$342.5M12.88%9.5MAdded
2GLPGLOBAL PARTNERS LP$72.7M2.74%1.7MAdded
3JMBSJANUS DETROIT STR TR$69.3M2.61%1.5MTrimmed
4MSFTMICROSOFT CORP$58.4M2.20%157,824Added
5AAPLAPPLE INC$50.4M1.90%198,681Trimmed
6NVDANVIDIA CORPORATION$48.4M1.82%277,269Trimmed
7AMZNAMAZON COM INC$47.0M1.77%225,530Trimmed
8GOOGLALPHABET INC$40.2M1.51%139,800Trimmed
9FNDFSCHWAB STRATEGIC TR$37.7M1.42%769,625Trimmed
10FBNDFIDELITY MERRIMACK STR TR$36.7M1.38%804,597Trimmed
11DFIVDIMENSIONAL ETF TRUST$36.4M1.37%689,853Trimmed
12FENIFIDELITY COVINGTON TRUST$34.0M1.28%913,060Trimmed
13JBNDJ P MORGAN EXCHANGE TRADED F$33.7M1.27%626,242Trimmed
14DFAIDIMENSIONAL ETF TRUST$33.5M1.26%860,187Trimmed
15AVGOBROADCOM INC$30.7M1.15%99,130Trimmed
16JIREJ P MORGAN EXCHANGE TRADED F$29.8M1.12%393,272Trimmed
17JPMJPMORGAN CHASE & CO$26.6M1.00%90,593Trimmed
18CLOABLACKROCK ETF TRUST II$26.6M1.00%512,982Trimmed
19BINCBLACKROCK ETF TRUST II$24.2M0.91%465,796Trimmed
20SPYSTATE STR SPDR S&P 500 ETF T$23.4M0.88%36,029Trimmed
21BRK/BBERKSHIRE HATHAWAY INC DEL$22.4M0.84%46,839Trimmed
22SCMBSCHWAB STRATEGIC TR$21.5M0.81%845,235Trimmed
23JAAAJANUS DETROIT STR TR$21.3M0.80%422,489Added
24JEMAJ P MORGAN EXCHANGE TRADED F$20.4M0.77%392,944Trimmed
25JHEMJOHN HANCOCK EXCHANGE TRADED$19.8M0.75%578,446Trimmed

Source: SEC Form 13F filings · as of 2026-03-31