AG
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AlTi Global’s Oaktree Specialty Lending OCSL Stock Holding History

AlTi Global’s Portfolio OCSL Stock Details OCSL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$398K Hold
35,210
– – 0.01% 333
2025
Q4 		$449K Sell
35,210
-16,431
-32% -$219K 0.01% 319
2025
Q3 		$674K Hold
51,641
– – 0.02% 284
2025
Q2 		$742K Sell
51,641
-200
-0.4% -$2.82K 0.02% 266
2025
Q1 		$796K Buy
51,841
+200
+0.4% +$3.14K 0.02% 231
2024
Q4 		$810K Hold
51,641
– – 0.02% 238
2024
Q3 		$842K Hold
51,641
– – 0.02% 229
2024
Q2 		$971K Hold
51,641
– – 0.03% 211
2024
Q1 		$1.02M Hold
51,641
– – 0.03% 198
2023
Q4 		$1.05M Buy
+51,641
New +$1.02M 0.03% 180

Other funds holding OCSL

PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JVBC
J.V. Bruni & Co Colorado Springs, Colorado $958M AUM 22.2% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return
GAM
Generali Asset Management Trieste, Italy $4.79B AUM 26.21% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $5.91B AUM 42.97% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
CAM
Claret Asset Management Montreal, Quebec, Canada $837M AUM 25.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return