Pallas Capital Advisors LLC
Quarter-over-quarter position changes
| Action | Company | Flow |
|---|---|---|
| Exited | 47103U753 | $22.97M |
| Added | 47103U845 | $22.29M |
| Trimmed | 46641Q373 | $16.43M |
| Added | 381430107 | $15.43M |
| Trimmed | INTEL CORP | $14.38M |
| Trimmed | Comfort Systems USA Inc | $14.23M |
| Trimmed | EXXON MOBIL CORP | $14.10M |
| Exited | 78470P846 | $13.29M |
| New | 92206C870 | $12.75M |
| Trimmed | Sandisk Corp | $12.53M |
| Trimmed | Marvell Technology, Inc. | $11.81M |
| Trimmed | ELI LILLY & Co | $9.05M |
| Trimmed | 97717Y527 | $8.42M |
| Added | 92204A702 | $7.35M |
| Trimmed | Western Digital Corp | $7.08M |
| Added | NVIDIA Corp | $6.07M |
| Trimmed | Dell Technologies Inc. | $6.04M |
| Trimmed | DANAHER CORP /DE | $5.93M |
| Trimmed | Apple Inc. | $5.80M |
| Added | 02072L565 | $5.52M |
| Added | Global Partners LP | $4.81M |
| Added | THERMO FISHER SCIENTIFIC INC. | $4.57M |
| Exited | 92206C599 | $4.52M |
| Added | 464287515 | $4.39M |
| Trimmed | 464287200 | $4.25M |
| Added | 922908736 | $4.23M |
| New | 69344A834 | $4.11M |
| Trimmed | Centene Corp | $4.01M |
| New | 675222400 | $3.78M |
| Trimmed | 45783Y442 | $3.60M |
| New | 921909768 | $3.28M |
| New | 25861R881 | $3.16M |
| Exited | CHART INDUSTRIES INC | $3.14M |
| Trimmed | Cheniere Energy, Inc. | $3.09M |
| Added | ServiceNow Inc | $2.99M |
| Trimmed | Snowflake Inc. | $2.86M |
| Exited | Lyft, Inc. | $2.79M |
| Trimmed | ROBLOX Corp | $2.71M |
| Trimmed | BEST BUY CO INC | $2.68M |
| Trimmed | Zoom Communications, Inc. | $2.51M |
| Exited | Marketaxess Holdings Inc | $2.47M |
| Added | 78468R853 | $2.45M |
| Trimmed | 33744U105 | $2.38M |
| Trimmed | DOVER Corp | $2.34M |
| Trimmed | 808524755 | $2.34M |
| Trimmed | CIENA CORP | $2.31M |
| New | Molina Healthcare Inc | $2.23M |
| Added | 808524300 | $2.22M |
| Trimmed | Arista Networks, Inc.ANET | $2.17M |
| Added | MICROSOFT CORP | $2.09M |