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John Calamos — Institutional Investor Profile | Buyside Digest

John Calamos

Institutional Investor • Calamos Dynamic Convertible And Income Fund

Value

$1M

Stocks

55 Stocks

Turnover

0.0%

CIK

0000826732EDGAR ↗

Website ↗

Top Holdings

NVDA(10.94%) AAPL(8.79%) CBOX(8.34%) WDC(6.39%) MSFT(5.91%)

About Investor

Jon A. Vacko Sr., CFA, serves as Senior Portfolio Manager and Co-Head of Research for the Calamos Dynamic Convertible and Income Fund, bringing over two decades of specialized experience in convertible securities and credit analysis. Vacko joined Calamos Advisors in 2000 and has been Co-Portfolio Manager and Co-Head of Research since August 2013, overseeing the firm's research capabilities and portfolio management processes. His extensive financial industry experience began in 1992 at the Federal Reserve Bank of Chicago as an Examiner, where he gained deep regulatory and supervisory experience in banking operations. He transitioned to Fitch Ratings in 1997 as a Senior Bank Credit Analyst, specializing in credit ratings for both investment-grade and non-investment-grade securities, providing crucial expertise in credit risk assessment. At Calamos since 2000, Vacko initially served as a Senior Sector Analyst specializing in equity, convertible bond, and high-yield portfolios before advancing to leadership roles. He held the position of Co-Head of Research and Investments from 2010 to 2013, demonstrating his progression within the organization and expanding responsibilities. Vacko earned a Bachelor of Business Administration in Finance and Accounting from the University of Wisconsin-Madison in 1992, providing a strong foundation in financial analysis and accounting principles. He further enhanced his credentials with a Master of Business Administration with a focus on Finance from the University of Chicago in 1999, one of the nation's premier business schools. His CFA designation reflects his commitment to professional excellence and adherence to the highest standards of investment management. Under his portfolio management leadership, the fund has maintained its focus on convertible securities while adapting to changing market conditions and investor needs.

Investor Philosophy

Investment philosophy details pending verification.

John Calamos Top Holdings

Ticker	P/C	Company Name	Sector	Market Value	Weight	% Chg
NVDA	None	NVIDIA Corporation	Information Technology	$1412.6M	10.9%	No Change
AAPL	None	Apple Inc.	Information Technology	$1135.9M	8.8%	No Change
CBOX	None	Cake Box Holdings plc	General	$1077.9M	8.3%	No Change
WDC	None	Western Digital Corporation	Information Technology	$825.1M	6.4%	No Change
MSFT	None	Microsoft Corporation	Information Technology	$762.8M	5.9%	No Change
AMZN	None	Amazon.com, Inc.	Consumer Discretionary	$713.0M	5.5%	No Change
SPY	None	SPDR S&P 500 ETF Trust	General	$554.9M	4.3%	No Change
AVGO	None	Broadcom Inc.	Information Technology	$519.3M	4.0%	No Change
META	None	Meta Platforms, Inc.	Communication Services	$370.4M	2.9%	No Change
MU	None	Micron Technology, Inc.	Information Technology	$361.8M	2.8%	No Change

Recent Buys (13F)

Ticker	Amount	% Chg	Weight	Status
No recent buys.

Recent Sells (13F)

Ticker	Amount	% Chg	Weight	Status
IWMISHARES TR	$168034.9M	-100.0%	0.0%	Sold Out
MKSIMKS Instruments, Inc.	$149859.6M	-100.0%	0.0%	Sold Out
SNOWSnowflake Inc.	$148396.5M	-100.0%	0.0%	Sold Out
ONONOn Holding AG	$147703.6M	-100.0%	0.0%	Sold Out
NETCloudflare, Inc.	$121043.8M	-100.0%	0.0%	Sold Out
MCHPMicrochip Technology Inc.	$111891.8M	-100.0%	0.0%	Sold Out
GOOGLAlphabet Inc.	$1497.4M	-100.0%	0.0%	Sold Out
ORCLOracle Corporation	$178.8M	-100.0%	0.0%	Sold Out

13F Sector Breakdown

Information Technology49.1%

General21.0%

Financials7.7%

Consumer Discretionary5.5%

Health Care4.9%

Sector	Stocks	Value	Exposure
Information Technology	12	$6338.9M	49.1%
General	20	$2711.9M	21.0%
Financials	7	$993.5M	7.7%
Consumer Discretionary	1	$713.0M	5.5%
Health Care	4	$633.6M	4.9%
Communication Services	2	$602.6M	4.7%
Industrials	5	$476.4M	3.7%
Consumer Staples	2	$160.2M	1.2%
Energy	1	$155.3M	1.2%
Utilities	1	$109.7M	0.8%