MACKAY SHIELDS LLC 13F Holdings
CIK 0000061227 · New York, NY
As of Sep 30, 2025, MACKAY SHIELDS LLC reported 354 positions worth $2.8B in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| SEAGATE HDD CAYMAN | — | — | 25,568,000 | $73.7M | 2.60% |
| QXO INC | QXO-PB | Technology | 1,182,361 | $65.3M | 2.30% |
| TETRA TECH INC NEW | — | — | 58,470,000 | $63.4M | 2.23% |
| UBER TECHNOLOGIES INC | — | — | 42,830,000 | $63.1M | 2.22% |
| MIRUM PHARMACEUTICALS INC | — | — | 26,155,000 | $62.9M | 2.22% |
| ADVANCED ENERGY INDS | — | — | 45,007,000 | $62.5M | 2.20% |
| WESTERN DIGITAL CORP | — | — | 19,099,000 | $61.3M | 2.16% |
| PG&E CORP | — | — | 60,271,000 | $61.1M | 2.15% |
| LANTHEUS HLDGS INC | — | — | 55,545,000 | $58.5M | 2.06% |
| BOEING CO | BA-PA | Industrials | 838,459 | $58.3M | 2.05% |
| HALOZYME THERAPEUTICS INC | — | — | 50,328,000 | $57.8M | 2.04% |
| CABLE ONE INC | — | — | 67,209,000 | $57.5M | 2.03% |
| POST HLDGS INC | — | — | 49,958,000 | $56.2M | 1.98% |
| NUTANIX INC | — | — | 40,514,000 | $55.8M | 1.97% |
| APOLLO GLOBAL MANAGEMENT INC | APO-PA | Financial Services | 718,886 | $50.8M | 1.79% |
| OSI SYSTEMS INC | — | — | 32,387,000 | $47.1M | 1.66% |
| ON SEMICONDUCTOR CORP | — | — | 39,817,000 | $45.4M | 1.60% |
| LIBERTY MEDIA CORP DEL | — | — | 32,784,000 | $43.5M | 1.53% |
| LUMENTUM HLDGS INC | — | — | 30,445,000 | $42.5M | 1.50% |
| MKS INC. | — | — | 37,085,000 | $40.7M | 1.43% |
| IRHYTHM TECHNOLOGIES INC | — | — | 29,518,000 | $40.6M | 1.43% |
| SNOWFLAKE INC | — | — | 26,382,000 | $40.1M | 1.41% |
| AKAMAI TECHNOLOGIES INC | — | — | 41,720,000 | $40.0M | 1.41% |
| HEWLETT PACKARD ENTERPRISE CO | HPE-PC | Technology | 575,316 | $39.2M | 1.38% |
| NCL CORP LTD | — | — | 37,605,000 | $38.6M | 1.36% |