MCKINLEY CAPITAL MANAGEMENT LLC

13F filer, CIK 915287, ANCHORAGE, AK

MCKINLEY CAPITAL MANAGEMENT LLC reported $736,909,000 across 166 holdings for the quarter ended 2022-09-30, in a 13F-HR filed 2022-11-14. Its ten largest share positions make up 31.36% of the portfolio.

Filed 2022-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:34:10 UTC13F-HR 0001398344-22-022003

Period: 2022-09-30
Reported value: $737M
Holdings: 166
Top 10 weight: 31.36%
New: 13
Sold out: 15

Largest buys vs the previous quarter

Security	Shares change	Approx. value
GOOGadded	+187,256	$18M
TSLAadded	+35,627	$9.45M
ARGXnew	+24,440	$8.63M
MCKadded	+18,443	$6.27M
MRKadded	+71,167	$6.13M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

Security	Shares change	Approx. value
SYKreduced	-45,620	-$9.24M
R1 RCM INCexited	-292,270	-$6.13M
LENexited	-58,817	-$4.15M
LADexited	-14,248	-$3.92M
METAexited	-23,707	-$3.82M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q3 2022

Share positions as resolved from 13F-HR 0001398344-22-022003, largest first. % of portfolio is the value over $736,909,000, the sum of the share positions whose value is usable for ratios (method).

Security	Shares	Value	% of portfolio	Change	Timeline
UNHUNITEDHEALTH GROUP INC	83,786	$42.3M	5.74%	+991	Timeline
MSFTMICROSOFT CORP	166,389	$38.8M	5.26%	-2,145	Timeline
AAPLAPPLE INC	256,967	$35.5M	4.82%	+10,486	Timeline
DHRDANAHER CORP DEL	79,057	$20.4M	2.77%	-344	Timeline
GOOGALPHABET INC	197,227	$19M	2.57%	+187,256	Timeline
AMZNAMAZON COM INC	164,149	$18.5M	2.52%	-1,413	Timeline
NTRNUTRIEN LTD	211,815	$17.8M	2.41%	-1,100	Timeline
MCKMCKESSON CORP	41,353	$14.1M	1.91%	+18,443	Timeline
TSLATESLA INC	48,419	$12.8M	1.74%	+35,627	Timeline
TMOTHERMO FISHER SCIENTIFIC INC	23,570	$12M	1.62%	0	Timeline
ABTABBOTT LABORATORIES	122,001	$11.8M	1.6%	-251	Timeline
PEPPEPSICO INC	69,745	$11.4M	1.55%	-138	Timeline
ARCCARES CAPITAL CORP	611,338	$10.3M	1.4%	+2,776	Timeline
COSTCOSTCO WHOLESALE CORPORATION	19,928	$9.41M	1.28%	-19	Timeline
HUMHUMANA INC	17,892	$8.68M	1.18%	+3,787	Timeline
ARGXARGENX SE	24,440	$8.63M	1.17%	new	Timeline
CITHE CIGNA GROUP	30,910	$8.58M	1.16%	0	Timeline
ELVELEVANCE HEALTH INC FORMERLY	18,810	$8.54M	1.16%	0	Timeline
MRKMERCK & CO INC	97,823	$8.42M	1.14%	+71,167	Timeline
HDHOME DEPOT INC	28,334	$7.82M	1.06%	-6,626	Timeline
GLOBGLOBANT S A	41,753	$7.81M	1.06%	-175	Timeline
COPCONOCOPHILLIPS	73,306	$7.5M	1.02%	-14,642	Timeline
INTUINTUIT	18,563	$7.19M	0.98%	-969	Timeline
FSKFS KKR CAP CORP	400,926	$6.79M	0.92%	-11,468	Timeline
NFGNATIONAL FUEL GAS CO	109,407	$6.73M	0.91%	+67,135	Timeline
MAINMAIN STR CAP CORP	195,605	$6.58M	0.89%	-4,990	Timeline
HSYHERSHEY CO	28,801	$6.35M	0.86%	-127	Timeline
PGPROCTER & GAMBLE CO	49,620	$6.26M	0.85%	-21,812	Timeline
IQVIQVIA HLDGS INC	34,090	$6.17M	0.84%	0	Timeline
PANWPALO ALTO NETWORKS INC	37,122	$6.08M	0.83%	+24,737	Timeline
GBDCGOLUB CAP BDC INC	490,628	$6.08M	0.82%	+14,699	Timeline
OBDCBLUE OWL CAPITAL CORPORATION	580,903	$6.02M	0.82%	-16,473	Timeline
CNCCENTENE CORP DEL	74,880	$5.83M	0.79%	new	Timeline
STLDSTEEL DYNAMICS INC	82,035	$5.82M	0.79%	-435	Timeline
EOGEOG RES INC	50,888	$5.69M	0.77%	-116	Timeline
LNGCHENIERE ENERGY INC	33,726	$5.6M	0.76%	new	Timeline
VVISA INC	30,886	$5.49M	0.74%	-201	Timeline
R1 RCM INCR1 RCM INC	292,270	$5.42M	0.73%	new
MDTMEDTRONIC PLC	66,540	$5.37M	0.73%	0	Timeline
LINDE PLC/OLDLINDE PLC/OLD	19,700	$5.31M	0.72%	-38
OPCHOPTION CARE HEALTH INC	168,662	$5.31M	0.72%	0	Timeline
HONHONEYWELL INTL INC	31,670	$5.29M	0.72%	-101	Timeline
AMLPALPS ETF TR	143,549	$5.25M	0.71%	+68	Timeline
BACBANK OF AMER CORP	170,600	$5.15M	0.7%	0	Timeline
CHECHEMED CORP NEW	11,600	$5.06M	0.69%	0	Timeline
MARMARRIOTT INTL INC NEW	35,931	$5.04M	0.68%	+18	Timeline
JPMJPMORGAN CHASE & CO	47,670	$4.98M	0.68%	0	Timeline
BRKRBRUKER CORP	93,020	$4.94M	0.67%	0	Timeline
WSTWEST PHARMACEUTICAL SVSC INC	19,950	$4.91M	0.67%	0	Timeline
PERFICIENT INCPERFICIENT INC	75,180	$4.89M	0.66%	0
HTGCHERCULES CAPITAL INC	415,954	$4.82M	0.65%	-10,038	Timeline
HOLXHOLOGIC INC	74,435	$4.8M	0.65%	0	Timeline
NVDANVIDIA CORPORATION	39,345	$4.78M	0.65%	-21,632	Timeline
CATALENT INC USD 0.01CATALENT INC USD 0.01	65,230	$4.72M	0.64%	-87
TTEKTETRA TECH INC NEW	36,155	$4.65M	0.63%	-6,581	Timeline
BUNGE LTDBUNGE LTD	56,044	$4.63M	0.63%	+14,191
DGXQUEST DIAGNOSTICS INC	35,820	$4.39M	0.6%	0	Timeline
ROPROPER TECHNOLOGIES INC	12,180	$4.38M	0.59%	0	Timeline
EVHEVOLENT HEALTH INC	119,900	$4.31M	0.58%	0	Timeline
SYKSTRYKER CORPORATION	20,927	$4.24M	0.58%	-45,620	Timeline
BEKEKE HLDGS INC	241,800	$4.24M	0.57%	new	Timeline
ICLRICON PUB LTD CO	22,686	$4.17M	0.57%	0	Timeline
VEEVVEEVA SYS INC	24,920	$4.11M	0.56%	0	Timeline
IDXXIDEXX LABS INC	12,608	$4.11M	0.56%	0	Timeline
CHANGE HEALTHCARE INCCHANGE HEALTHCARE INC	143,310	$3.94M	0.53%	0
CSXCSX CORP	144,491	$3.85M	0.52%	-7,759	Timeline
EWEDWARDS LIFESCIENCES CORP	46,260	$3.82M	0.52%	0	Timeline
AVGOBROADCOM INC	8,222	$3.65M	0.5%	-2,802	Timeline
TSLXSIXTH STREET SPECIALTY LENDI	220,874	$3.61M	0.49%	-6,039	Timeline
PREMIER INCPREMIER INC	104,870	$3.56M	0.48%	0
ZTSZOETIS INC	23,810	$3.53M	0.48%	0	Timeline
GSBDGOLDMAN SACHS BDC INC	242,262	$3.5M	0.48%	-6,021	Timeline
PODDINSULET CORP	15,220	$3.49M	0.47%	+4,810	Timeline
CPRICAPRI HOLDINGS LIMITED	88,263	$3.39M	0.46%	-718	Timeline
PSECPROSPECT CAP CORP	542,820	$3.37M	0.46%	-18,010	Timeline
WMWASTE MGMT INC DEL	20,958	$3.36M	0.46%	+10,692	Timeline
FITBFIFTH THIRD BANCORP	104,700	$3.35M	0.45%	0	Timeline
OAKTREE SPECIALTY LENDING C…OAKTREE SPECIALTY LENDING CORP	541,889	$3.25M	0.44%	-12,601
MDRXVERADIGM INC. COMMON STOCK(DE)	211,570	$3.22M	0.44%	0	Timeline
HSTMHEALTHSTREAM INC	150,510	$3.2M	0.43%	0	Timeline
NEXTGEN HEALTHCARE INCNEXTGEN HEALTHCARE INC	177,980	$3.15M	0.43%	0
UNPUNION PAC CORP	15,763	$3.07M	0.42%	-17	Timeline
ABNBAIRBNB INC	29,183	$3.06M	0.42%	-174	Timeline
ISRGINTUITIVE SURGICAL INC	16,060	$3.01M	0.41%	0	Timeline
MCDMCDONALDS CORP	12,773	$2.95M	0.4%	+6,104	Timeline
TECHBIO-TECHNE CORP	10,230	$2.9M	0.39%	0	Timeline
MAMASTERCARD INCORPORATED	10,005	$2.85M	0.39%	-113	Timeline
PRVAPRIVIA HEALTH GROUP INC	83,110	$2.83M	0.38%	new	Timeline
OMCLOMNICELL COM	32,020	$2.79M	0.38%	0	Timeline
ALCALCON AG	46,880	$2.77M	0.38%	+34,880	Timeline
DXCMDEXCOM INC	34,080	$2.75M	0.37%	-80	Timeline
PDDPDD HOLDINGS INC	43,474	$2.72M	0.37%	+10,525	Timeline
AZNASTRAZENECA PLC-SPONS ADR	49,480	$2.71M	0.37%	+7,292	Timeline
BXBLACKSTONE INC	31,497	$2.64M	0.36%	-16,055	Timeline
AVTRAVANTOR INC	132,590	$2.6M	0.35%	0	Timeline
RGENREPLIGEN CORP	13,590	$2.54M	0.35%	0	Timeline
CGBDCARLYLE SECURED LENDING INC	200,436	$2.29M	0.31%	-6,523	Timeline
PGNYPROGYNY INC	59,810	$2.22M	0.3%	0	Timeline
CSWCCAPITAL SOUTHWEST CORP	119,443	$2.02M	0.27%	-2,334	Timeline
ABBVABBVIE INC	15,066	$2.02M	0.27%	+4,503	Timeline
ASTRA SPACE INCASTRA SPACE INC	3,261,441	$1.99M	0.27%	0
TCPCBLACKROCK TCP CAPITAL CORP	177,926	$1.95M	0.26%	-5,697	Timeline
DOCSDOXIMITY INC	61,475	$1.86M	0.25%	0	Timeline
NMFCNEW MTN FIN CORP	160,762	$1.85M	0.25%	-4,868	Timeline
SLRCSLR INVESTMENT CORP	145,745	$1.79M	0.24%	-3,183	Timeline
AMATAPPLIED MATLS INC	20,426	$1.67M	0.23%	-4,489	Timeline
AGGISHARES TR	17,136	$1.65M	0.22%	+6	Timeline
PNNTPENNANTPARK INVTS CORP	292,490	$1.6M	0.22%	-5,180	Timeline
WNS HOLDINGS LTDWNS HOLDINGS LTD	18,936	$1.55M	0.21%	-90
BBDCBARINGS BDC INC	186,954	$1.55M	0.21%	-5,734	Timeline
NOWSERVICENOW INC	3,988	$1.51M	0.2%	-142	Timeline
TSMTAIWAN SEMICONDUCTOR MANUFAC	21,787	$1.49M	0.2%	-552	Timeline
CVXCHEVRON CORPORATION	10,094	$1.45M	0.2%	+3,461	Timeline
GLPIGAMING & LEISURE P	32,504	$1.44M	0.2%	-33	Timeline
LLYELI LILLY & CO	4,310	$1.39M	0.19%	new	Timeline
WRBBERKLEY W R CORP	21,510	$1.39M	0.19%	new	Timeline
ADBEADOBE INC	4,879	$1.34M	0.18%	-150	Timeline
ENPHENPHASE ENERGY INC	4,710	$1.31M	0.18%	new	Timeline
NVSNOVARTIS AG	16,919	$1.29M	0.17%	-24	Timeline
UTFCOHEN & STEERS INFRASTRUCTUR	54,181	$1.26M	0.17%	+27	Timeline
MFICMIDCAP FINANCIAL INVSTMNT CO	122,991	$1.26M	0.17%	-4,126	Timeline
KDPKEURIG DR PEPPER INC	34,931	$1.25M	0.17%	+440	Timeline
SLPSIMULATIONS PLUS INC	25,630	$1.24M	0.17%	new	Timeline
ALGNALIGN TECHNOLOGY INC	5,860	$1.21M	0.16%	-29	Timeline
OHIOMEGA HEALTHCARE INVS INC	39,448	$1.16M	0.16%	-48	Timeline
KKRKKR & CO INC	25,850	$1.11M	0.15%	-11,198	Timeline
JNJJOHNSON & JOHNSON	6,647	$1.09M	0.15%	+59	Timeline
GDGENERAL DYNAMICS CORP	5,026	$1.07M	0.14%	-13	Timeline
TRINTRINITY CAP INC	84,139	$1.05M	0.14%	+35,229	Timeline
BROOKFIELD ASSET MANAGEMENT…BROOKFIELD ASSET MANAGEMENT IN	25,444	$1.04M	0.14%	-46
CCAPCRESCENT CAP BDC INC	66,222	$995K	0.14%	-1,881	Timeline
ASMLASML HLDG NV	2,369	$984K	0.13%	-47	Timeline
CNQCANADIAN NAT RES LTD MED TER	20,944	$975K	0.13%	-520	Timeline
DEODIAGEO PLC	5,543	$941K	0.13%	-66	Timeline
KRKROGER CO	21,180	$926K	0.13%	+262	Timeline
PFLTPENNANTPARK FLOATING RATE CA	94,962	$912K	0.12%	-3,136	Timeline
CGCARLYLE GROUP INC	31,329	$809K	0.11%	-17,034	Timeline
ENBENBRIDGE INC	21,684	$804K	0.11%	-156	Timeline
SHELSHELL PLC	15,964	$794K	0.11%	+28	Timeline
GLADSTONE CAPITAL CORPORATI…GLADSTONE CAPITAL CORPORATION	92,134	$782K	0.11%	-3,157
MRCCMONROE CAP CORP	104,265	$755K	0.1%	-3,154	Timeline
HDBHDFC BANK LTD	11,446	$668K	0.09%	-424	Timeline
NEWTNEWTEKONE INC	40,849	$667K	0.09%	-433	Timeline
TAT&T INC	42,882	$658K	0.09%	0	Timeline
CNICANADIAN NATL RY CO	6,005	$648K	0.09%	-46	Timeline
VCSHVANGUARD SCOTTSDALE FDS	8,280	$615K	0.08%	+4	Timeline
PHYSICIANS REALTY TRUSTPHYSICIANS REALTY TRUST	39,552	$595K	0.08%	-148
BCSFBAIN CAP SPECIALTY FIN INC	48,837	$586K	0.08%	-1,601	Timeline
STMSTMICROELECTRONICS N V	18,379	$569K	0.08%	-285	Timeline
NWGNATWEST GROUP PLC	112,986	$563K	0.08%	new	Timeline
WDSWOODSIDE ENERGY GROUP LTD	26,440	$533K	0.07%	+2,144	Timeline
TOTALENERGIES SE -SPON ADRTOTALENERGIES SE -SPON ADR	11,013	$512K	0.07%	-85
TPVGTRIPLEPOINT VENTURE GROWTH B	47,051	$511K	0.07%	-1,532	Timeline
BHPBHP BILLITON LIMITED	10,091	$505K	0.07%	-7,122	Timeline
VZVERIZON COMMUNICATIONS INC	13,260	$503K	0.07%	-9	Timeline
VODVODAFONE GROUP PLC	43,718	$495K	0.07%	-302	Timeline
BABAALIBABA GROUP HLDG LTD	6,138	$491K	0.07%	-59	Timeline
BPBP PLC	17,118	$488K	0.07%	+107	Timeline
NVONOVO-NORDISK A S	4,633	$462K	0.06%	-242	Timeline
GMABGENMAB A/S	13,524	$434K	0.06%	new	Timeline
JDJD.COM INC	8,544	$430K	0.06%	-42	Timeline
VTIPVANGUARD MALVERN FDS	8,181	$394K	0.05%	new	Timeline
IBNICICI BK LTD	17,585	$369K	0.05%	+220	Timeline
BTIBRITISH AMERN TOB PLC	10,254	$364K	0.05%	-496	Timeline
PMPHILIP MORRIS INTL INC	4,248	$353K	0.05%	-110	Timeline
IWFISHARES TR	248	$52K	0.01%	-91	Timeline

Sold out in Q3 2022

Positions in the previous quarter's report that this quarter's report no longer lists.

Security	Shares before	Value before	Type
R1 RCM INCR1 RCM INC	292,270	$6.13M	shares
LENLENNAR CORP	58,817	$4.15M	shares
LADLITHIA MTRS INC	14,248	$3.92M	shares
METAMETA PLATFORMS INC	23,707	$3.82M	shares
MOSMOSAIC CO	79,426	$3.75M	shares
SYNEOS HEALTH INCSYNEOS HEALTH INC	40,290	$2.89M	shares
FEFIRSTENERGY CORP	66,090	$2.54M	shares
PACWEST BANCORP DELPACWEST BANCORP DEL	69,155	$1.84M	shares
SVB FINANCIAL GROUPSVB FINANCIAL GROUP	3,754	$1.48M	shares
SONYSONY GROUP CORP	16,778	$1.37M	shares
TIPISHARES TR	6,282	$716K	shares
NATWEST GROUP PLCNATWEST GROUP PLC	122,952	$670K	shares
GLAXOSMITHKLINE PLC-ADRGLAXOSMITHKLINE PLC-ADR	9,681	$421K	shares
COPXGLOBAL X FDS	13,051	$396K	shares
EQNREQUINOR ASA	10,455	$364K	shares

How Q3 2022 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

Filing	Role	Amendment	Filed	Accepted	Ingested
13F-HR 0001398344-22-022003	base		2022-11-14	acceptance time not in the bulk data set	2026-10-07 18:34:10 UTC