Howard Marks Purchases in Q2 2024

Oaktree Capital Management LP

Stock	Shares change	Price Range	Shares Held
Cytokinetics Inc	1.7M New	N/A	1.7M $0
Nevro Corp	2.67M New	N/A	2.67M $0
Esperion Therapeutics Inc	2.5M New	N/A	2.5M $0
Nio Inc	963K + 70.76%	N/A	2.32M $0
Block Inc	1.81M New	N/A	1.81M $0
Dexcom Inc	1.8M New	N/A	1.8M $0
Vacasa Inc	978K + 246.21%	N/A	1.38M $0
Lendingtree Inc	343K + 47.25%	N/A	1.07M $0
Shift4 Payments Inc	53K + 1.61%	N/A	3.34M $0
Norwegian Cruise Line Holdings LTD	3.49M New	N/A	3.49M $0
Blackstone Mortgage Trust Inc	107K + 2.46%	N/A	4.46M $0
Sarepta Therapeutics Inc	2.39M + 119.45%	N/A	4.39M $0
Two Harbors Investment Corp	4.63M New	N/A	4.63M $0
Alphatec Holdings Inc	47K + 1.0%	N/A	4.73M $0
Chegg Inc	4.33M New	N/A	4.33M $0
Marathon Digital Holdings Inc	4.28M New	N/A	4.28M $0
Bilibili Inc	843K + 27.53%	N/A	3.91M $0
Lantheus Holdings Inc	45K + 1.17%	N/A	3.9M $0
Bridgebio Pharma Inc	289K + 8.19%	N/A	3.82M $0
Liberty Global LTD	3.8M New	N/A	3.8M $0
Green Plains Inc	398K + 12.28%	N/A	3.64M $0
Arbor Realty Trust Inc	1.01M + 40.55%	N/A	3.5M $0
Coherus Biosciences Inc	3.5M New	N/A	3.5M $0
Indivior PLC	1.14M + 34.08%	N/A	4.49M $0
BABA Alibaba Group Holding LTD Consumer Cyclical	329 + 0.27%	$68.82 - $88.54 $22.6K - $29.1K	123K $8.83M
HTHT Huazhu Group LTD Consumer Cyclical	66.9K + 5.46%	$33.32 - $42.04 $2.23M - $2.81M	1.29M $43.1M
AZUL Azul Sa Industrials	615K + 33.59%	$4.0 - $8.24 $2.46M - $5.07M	2.45M $9.78M
BAK Braskem Sa Basic Materials	416K + 20.55%	$6.45 - $10.37 $2.69M - $4.32M	2.44M $15.8M
CX Cemex Sab De Cv Basic Materials	700K + 5.0%	$6.29 - $9.15 $4.4M - $6.41M	14.7M $93.9M

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