NYLI VP MacKay Convertible Portfolio
NEW YORK LIFE INVESTMENTS VP FUNDS TRUST

Portfolio moves

Net position changes between two of this fund's N-PORT snapshots. These are differences between point-in-time reports — not a trade log — and share counts can be affected by splits and other corporate actions.

Dec 31, 2025 → Mar 31, 2026

Expand a category to see the positions behind it, ranked by weight.

Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
MONEY MARKET FUND 0 30,000,000 30,000,000 2.10% $30.00M
Integer Holdings Corp 0 17,693,000 17,693,000 1.19% $16.96M
U 0 03/15/30 0 11,474,000 11,474,000 0.80% $11.45M
Oracle Corp., Series D 0 221,115 221,115 0.70% $9.95M
PTON 5.5 12/01/29 0 7,106,000 7,106,000 0.67% $9.52M
COMPASS INC CONV 0.25% 04/15/2031 144A 0 8,976,000 8,976,000 0.53% $7.54M
Tanger Properties, LP, Convertible 0 6,999,000 6,999,000 0.49% $7.04M
ALLSPRING GOVERNMENT MONEY MARKET FUND 0 7,000,000 7,000,000 0.49% $7.00M
ARWR 0 01/15/32 0 1,346,000 1,346,000 0.10% $1.40M
Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
ITGR 1.875% Sr Unsecured Nts due 2030 144A 26,747,000 0 -26,747,000 0.00% -$24.82M
Shift4 Payments, LLC 19,960,000 0 -19,960,000 0.00% -$19.23M
UNITY SOFTWARE INC SR UNSECURED 144A 03/30 0.0000 11,474,000 0 -11,474,000 0.00% -$16.61M
TYLER TECHNOLOGIES INC SR UNSECURED 03/26 0.25 15,238,000 0 -15,238,000 0.00% -$15.44M
Q2 Holdings, Inc. 11,971,000 0 -11,971,000 0.00% -$12.13M
MSILF-GOVT-INS 10,000,000 0 -10,000,000 0.00% -$10.00M
CHKP 0 12/15/30 9,785,000 0 -9,785,000 0.00% -$9.77M
Ford Motor Company Zero Coupon, Due 03/15/2026 8,850,000 0 -8,850,000 0.00% -$9.21M
VERX 0.75 05/01/29 8,938,000 0 -8,938,000 0.00% -$8.49M
LIFE360 INC CONV 0% 06/01/2030 144A 7,880,000 0 -7,880,000 0.00% -$8.46M
IMPINJ INC CONV 1.125% 05/15/2027 4,870,000 0 -4,870,000 0.00% -$7.95M
BMRN 1 1/4 05/15/27 8,118,000 0 -8,118,000 0.00% -$7.80M
TELADOC HEALTH INC SR UNSECURED 06/27 1.25 7,689,000 0 -7,689,000 0.00% -$7.34M
FIVN 1 03/15/29 6,540,000 0 -6,540,000 0.00% -$5.90M
RPD 1.25 03/15/29 6,375,000 0 -6,375,000 0.00% -$5.83M
GPN 1.5 03/01/31 4,518,000 0 -4,518,000 0.00% -$4.06M
Expedia Group, Inc., Convertible 2,758,000 0 -2,758,000 0.00% -$3.08M
Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
NYLI U.S. Government Liquidity Fund 68,125,791 237,047,349 168,921,558 16.63% $168.92M
BRIDGEBIO PHARMA INC CONV 2.25% 02/01/2029 13,325,000 13,989,000 664,000 1.10% $686.63K
IMAX CORP SR UNSECURED 144A 11/30 0.75 10,481,000 12,846,000 2,365,000 1.01% $2.86M
FRPT 3 04/01/28 8,896,000 12,041,000 3,145,000 0.97% $3.44M
ZTS 0.25 06/15/29 12,216,000 13,318,000 1,102,000 0.93% $638.39K
Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
Lumentum Holdings, Inc. 14,515,000 11,438,000 -3,077,000 4.30% $20.06M
WESTERN DIGITAL CORPORATION SR UNSEC CV 3.0% 11-15-28 7,380,000 5,783,000 -1,597,000 2.91% $7.57M
AEIS 2.5 09/15/28 19,979,000 15,043,000 -4,936,000 2.54% $3.39M
LNTH 2.625 12/15/27 25,213,000 19,360,000 -5,853,000 1.63% -$5.67M
MIRUM PHARMACEUTICALS INC CONV 4% 05/01/2029 10,041,000 7,683,000 -2,358,000 1.61% -$2.97M
TTEK 2.25 08/15/28 24,804,000 19,683,000 -5,121,000 1.45% -$6.32M
MMSI 3 02/01/29 23,817,000 18,267,000 -5,550,000 1.37% -$9.23M
PLANET LABS PBC CONV 0.5% 10/15/2030 144A 9,280,000 6,949,000 -2,331,000 1.23% $183.99K
PG&E Corporation, Convertible 19,981,000 13,319,000 -6,662,000 0.97% -$6.78M
STX 3.5 06/01/28 5,575,000 2,785,000 -2,790,000 0.93% -$5.52M
Patrick Industries, Inc., Convertible 8,966,000 7,616,000 -1,350,000 0.93% -$2.04M
Post Holdings, Inc., Convertible 20,980,000 11,766,000 -9,214,000 0.90% -$9.87M
ETSY INC CONV 0.125% 10/01/2026 17,222,000 12,892,000 -4,330,000 0.88% -$4.83M
Sirius XM Holdings, Inc. 14,595,000 9,478,000 -5,117,000 0.69% -$4.82M
Invesco Government & Agency Portfolio, Institutional Class 21,008,819 7,525,530 -13,483,289 0.53% -$13.48M
DXCM 0.375 05/15/28 14,468,000 7,523,000 -6,945,000 0.49% -$6.38M
MTH 1.75 05/15/28 15,293,000 7,110,000 -8,183,000 0.48% -$8.23M
Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
Welltower OP, LLC, Convertible 19,862,000 19,862,000 0 2.21% $1.45M
QXO INC PREFERRED STOCK 05/28 5.5 493,888 493,888 0 1.91% -$79.02K
MKS INC SR UNSECURED 06/30 1.25 16,357,000 16,357,000 0 1.90% $6.16M
UBER TECHNOLOGIES INC SR UNSECURED 12/28 0.875 18,821,000 18,821,000 0 1.59% -$1.79M
Boeing Co. (The), Conv. Pfd. 339,400 339,400 0 1.54% -$1.42M
APOLLO GLOBAL MANAGEMENT PFD 308,350 308,350 0 1.26% -$5.26M
OSI SYSTEMS INC SR UNSECURED 144A 02/31 0.5 17,392,000 17,392,000 0 1.25% $648.72K
ON Semiconductor Corporation, Convertible 13,475,000 13,475,000 0 1.22% $1.33M
NCL Corporation Ltd. 17,380,000 17,380,000 0 1.19% -$408.43K
Liberty Media Corp.-Liberty Formula One Corp. 14,461,000 14,461,000 0 1.17% -$1.61M
BURLINGTON STORES INC SR UNSECURED 12/27 1.25 10,100,000 10,100,000 0 1.17% $1.71M
IRHYTHM TECHNOLOGIES INC CONV 1.5% 09/01/2029 15,134,000 15,134,000 0 1.16% -$4.60M
HPE 7 5/8 252,600 252,600 0 1.14% -$550.67K
LYV 2.875 01/15/30 14,525,000 14,525,000 0 1.10% $392.18K
DDOG 0 12/01/29 15,880,000 15,880,000 0 1.08% -$492.28K
SNOWFLAKE INC CONV 0% 10/01/2027 12,819,000 12,819,000 0 1.06% -$3.90M
MICROCHIP TECHNOLOGY INC SER A 7.5% PC 03/15/2028 247,350 247,350 0 0.99% -$324.03K
NORTHERN OIL & GAS INC 3.625000% 04/15/2029 12,390,000 12,390,000 0 0.96% $1.65M
NET 0 06/15/30 11,620,000 11,620,000 0 0.93% $537.47K
NVMI 0 09/15/30 8,545,000 8,545,000 0 0.92% $2.52M
Chefs' Warehouse, Inc. (The), Conv. 8,827,000 8,827,000 0 0.92% -$372.50K
FLUOR CORP SR UNSECURED 08/29 1.125 10,096,000 10,096,000 0 0.87% $944.48K
GWRE 1.25 11/01/29 12,490,000 12,490,000 0 0.87% -$1.30M
PSN 2.625 03/01/29 12,237,000 12,237,000 0 0.85% -$538.43K
NUTANIX INC SR UNSECURED 12/29 0.5 13,080,000 13,080,000 0 0.83% -$817.43K
Akamai Technologies, Inc., Convertible 10,157,000 10,157,000 0 0.83% $1.58M
DROPBOX INC SR UNSECURED 03/28 0.00000 12,063,000 12,063,000 0 0.80% -$723.78K
AFRM 0.75 12/15/29 11,989,000 11,989,000 0 0.79% -$2.06M
Greenbrier Cos., Inc. (The) 9,472,000 9,472,000 0 0.77% $761.08K
Progress Software Corporation, Convertible 12,268,000 12,268,000 0 0.77% -$1.51M
DOORDASH INC SR UNSECURED 144A 05/30 0.0000 11,595,000 11,595,000 0 0.74% -$1.55M
Mirion Technologies (US), Inc. 9,354,000 9,354,000 0 0.71% -$1.44M
AVT 1.75 09/01/30 9,200,000 9,200,000 0 0.70% $901.60K
LIBERTY BROADBAND CORP CONV 3.125% 03/31/2053 144A 9,771,000 9,771,000 0 0.68% $68.40K
IONS 0 12/01/30 9,150,000 9,150,000 0 0.67% -$211.59K
CYBR 0 06/15/30 8,888,000 8,888,000 0 0.64% -$370.63K
BWX Technologies, Inc., Convertible 8,720,000 8,720,000 0 0.63% $719.40K
UPSTART HOLDINGS INC SR UNSECURED 11/30 1 12,436,000 12,436,000 0 0.62% -$2.04M
RIVN 4.625 03/15/29 8,137,000 8,137,000 0 0.61% -$1.52M
NEXTERA ENERGY INC PREFFERD STOCK 154,050 154,050 0 0.60% $648.55K
Synaptics, Inc., Convertible 7,650,000 7,650,000 0 0.56% -$162.56K
Workvia, Inc. 8,290,000 8,290,000 0 0.55% -$418.64K
HALOZYME THERAPEUTICS INC CONV 0.875% 11/15/2032 144A 7,627,000 7,627,000 0 0.53% -$217.37K
Nebius Group NV 1.0%, Due 09/15/2030 6,928,000 6,928,000 0 0.52% $652.96K
HALOZYME THERAPEUTICS INC CONV 0% 02/15/2031 144A 7,628,000 7,628,000 0 0.52% -$192.99K
ZSCALER INC SR UNSECURED 144A 07/28 0.0000 8,100,000 8,100,000 0 0.52% -$219.54K
ALNYLAM PHARMACEUTICALS INC CONV 1% 09/15/2027 5,744,000 5,744,000 0 0.52% -$1.08M
Ares Management Corp., Series B, Conv. Pfd. 199,650 199,650 0 0.51% -$2.84M
IONS 1.75 06/15/28 4,583,000 4,583,000 0 0.49% -$381.76K
BLOOM ENERGY CORP CONV 0% 11/15/2030 144A 6,475,000 6,475,000 0 0.48% $1.25M
MPUS 3 03/01/30 2,823,000 2,823,000 0 0.47% -$320.41K
EURONET WORLDWIDE INC SR UNSECURED 144A 10/30 0.625 6,930,000 6,930,000 0 0.42% -$294.52K
RUBRIK INC CONV 0% 06/15/2030 144A 6,970,000 6,970,000 0 0.42% -$838.14K
SMTC 0 10/15/30 5,222,000 5,222,000 0 0.41% $304.18K
AVAV 0 07/15/30 4,625,000 4,625,000 0 0.32% -$492.56K
TEMPUS AI INC CONV 0.75% 07/15/2030 144A 3,270,000 3,270,000 0 0.22% -$367.06K
SOUTHERN CO/THE SR UNSECURED 144A 06/28 3.25 3,035,000 3,035,000 0 0.22% $55.08K
Oil States International, Inc. 1,183,000 1,183,000 0 0.09% $74.17K

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