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Portfolio (Quarterly) Guide ↗

MACKAY SHIELDS LLC

· CIK 0000061227
13F Portfolio $2.9B AUM 340 positions Filed Jan 29, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 10 New 7 Added 91 Reduced 14 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 DATADOG INC 33,802,000.0 $33.8M 1.18% NEW $1.00
2 LIVE NATION ENTERTAINMENT IN 29,685,000.0 $31.3M 1.09% NEW $1.05
3 NUTANIX INC 29,610,000.0 $28.6M 1.00% NEW $0.97
4 GUIDEWIRE SOFTWARE INC 25,147,000.0 $27.7M 0.97% NEW $1.10
5 AFFIRM HLDGS INC 24,259,000.0 $26.9M 0.94% NEW $1.11
6 UPSTART HLDGS INC 25,168,000.0 $22.1M 0.77% NEW $0.88
7 SYNAPTICS INC 16,169,000.0 $17.1M 0.60% NEW $1.06
8 BILL HOLDINGS INC 15,102,000.0 $13.9M 0.49% NEW $0.92
9 CWB SPDR SERIES TRUST 13,633.0 $1.2M 0.04% NEW $89.20 +18.4%
10 SECR NEW YORK LIFE INVTS ACTIVE E 11,136.0 $287K 0.01% NEW $25.73 -1.3%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 75.3%
Energy 21.8%
Communication Services 2.6%
Consumer Defensive 0.3%