O'Connor Alternative Investments LLC

CIK
2081629
City
NEW YORK
State / Country
NY

Top Portfolio Positions

78 positions · $1,044,827,444 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio
HOLX
HOLOGIC INC
Healthcare
3,118,178 $235,703,075 22.56%
AL
SUMISHO AIR LEASE CORP
Industrials
2,860,079 $185,733,530 17.78%
FOLD
AMICUS THERAPEUTICS, INC.
Healthcare
8,444,992 $122,114,584 11.69%
SEE
SEALED AIR CORP/DE
Consumer Cyclical
2,214,582 $93,123,173 8.91%
OS
OneStream, Inc.
Technology
3,186,804 $76,483,296 7.32%
SPY
Spdr S&P 500 Etf Trust
115,000 $74,789,100 7.16%
DAWN
Day One Biopharmaceuticals, Inc.
Healthcare
1,867,553 $40,040,336 3.83%
CUK
CARNIVAL PLC
Consumer Cyclical
982,643 $25,322,710 2.42%
AAL
American Airlines Group Inc.
Industrials
2,133,300 $22,911,642 2.19%
QQQ
Invesco Qqq Trust, Series 1
26,000 $15,006,680 1.44%

Holdings in TLNC

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Report Date Value (USD) Shares
2026-03-31 $2,550,000 250,000