v3.25.4
Investments (Tables)
12 Months Ended
Dec. 31, 2025
Investments, All Other Investments [Abstract]  
Schedule of Investments Excluding Investments in Money Market Funds

The Company’s investments (excluding investments in money market funds, if any) consisted of the following:

 

 

 

December 31, 2025

 

 

December 31, 2024

 

Investment Type

 

Cost

 

 

Fair Value

 

 

Cost

 

 

Fair Value

 

1st Lien/Senior Secured Debt

 

$

15,059,143

 

 

$

15,033,160

 

 

$

7,014,260

 

 

$

7,006,800

 

1st Lien/Last-Out Unitranche

 

 

295,586

 

 

 

297,348

 

 

 

263,347

 

 

 

261,643

 

2nd Lien/Senior Secured Debt

 

 

109,673

 

 

 

110,097

 

 

 

 

 

 

 

Structured Finance Obligation – Debt Instruments

 

 

171,830

 

 

 

172,100

 

 

 

 

 

 

 

Structured Finance Obligation – Equity Instruments

 

 

55,039

 

 

 

54,401

 

 

 

 

 

 

 

Preferred Stock

 

 

5,168

 

 

 

2,093

 

 

 

3,101

 

 

 

 

Common Stock

 

 

7,660

 

 

 

5,282

 

 

 

5,214

 

 

 

5,372

 

Membership Interest

 

 

 

 

 

 

 

 

 

 

 

 

Warrants

 

 

24

 

 

 

29

 

 

 

 

 

 

 

Total investments

 

$

15,704,123

 

 

$

15,674,510

 

 

$

7,285,922

 

 

$

7,273,815

 

 

Schedule of Investments as a Percentage of Fair Value and Net Asset The industry composition of the Company’s investments as a percentage of fair value and net assets was as follows:

 

 

 

December 31, 2025

 

 

December 31, 2024

Industry

 

Fair Value

 

 

Net Assets

 

 

Fair Value

 

 

Net Assets

 

 

Software

 

 

18.4

%

 

 

33.4

%

 

 

14.2

%

 

 

21.1

%

 

Financial Services

 

 

9.4

 

 

 

17.1

 

 

 

7.2

 

 

 

10.6

 

 

Commercial Services & Supplies

 

 

8.4

 

 

 

15.2

 

 

 

7.9

 

 

 

11.8

 

 

Health Care Providers & Services

 

 

6.1

 

 

 

11.1

 

 

 

6.0

 

 

 

8.9

 

 

Diversified Consumer Services

 

 

5.0

 

 

 

9.1

 

 

 

4.1

 

 

 

6.0

 

 

Machinery

 

 

4.5

 

 

 

8.2

 

 

 

7.7

 

 

 

11.5

 

 

Health Care Technology

 

 

4.5

 

 

 

8.2

 

 

 

0.9

 

 

 

1.4

 

 

Oil, Gas & Consumable Fuels

 

 

3.4

 

 

 

6.1

 

 

 

2.2

 

 

 

3.2

 

 

Trading Companies & Distributors

 

 

3.3

 

 

 

5.9

 

 

 

5.9

 

 

 

8.7

 

 

Insurance

 

 

3.0

 

 

 

5.5

 

 

 

4.2

 

 

 

6.3

 

 

Professional Services

 

 

2.9

 

 

 

5.2

 

 

 

3.8

 

 

 

5.6

 

 

IT Services

 

 

2.7

 

 

 

4.9

 

 

 

3.5

 

 

 

5.2

 

 

Food Products

 

 

2.2

 

 

 

4.1

 

 

 

4.4

 

 

 

6.5

 

 

Pharmaceuticals

 

 

2.0

 

 

 

3.7

 

 

 

1.5

 

 

 

2.3

 

 

Energy Equipment & Services

 

 

1.9

 

 

 

3.5

 

 

 

0.5

 

 

 

0.7

 

 

Chemicals

 

 

1.9

 

 

 

3.4

 

 

 

3.2

 

 

 

4.7

 

 

Wireless Telecommunication Services

 

 

1.8

 

 

 

3.2

 

 

 

3.3

 

 

 

4.9

 

 

Construction & Engineering

 

 

1.7

 

 

 

3.1

 

 

 

2.3

 

 

 

3.5

 

 

Air Freight & Logistics

 

 

1.5

 

 

 

2.8

 

 

 

 

 

 

 

 

Textiles, Apparel & Luxury Goods

 

 

1.5

 

 

 

2.7

 

 

 

0.7

 

 

 

1.0

 

 

Electric Utilities

 

 

1.4

 

 

 

2.6

 

 

 

0.2

 

 

 

0.3

 

 

Containers & Packaging

 

 

1.4

 

 

 

2.4

 

 

 

1.9

 

 

 

2.9

 

 

Building Products

 

 

1.1

 

 

 

2.0

 

 

 

2.0

 

 

 

2.9

 

 

Health Care Equipment & Supplies

 

 

1.0

 

 

 

1.8

 

 

 

1.9

 

 

 

2.8

 

 

Distributors

 

 

1.0

 

 

 

1.8

 

 

 

1.1

 

 

 

1.6

 

 

Specialty Retail

 

 

1.0

 

 

 

1.7

 

 

 

1.4

 

 

 

2.1

 

 

Technology Hardware, Storage & Peripherals

 

 

0.8

 

 

 

1.5

 

 

 

 

 

 

 

 

Media

 

 

0.8

 

 

 

1.5

 

 

 

1.4

 

 

 

2.1

 

 

Aerospace & Defense

 

 

0.8

 

 

 

1.4

 

 

 

0.9

 

 

 

1.4

 

 

Hotels, Restaurants & Leisure

 

 

0.7

 

 

 

1.3

 

 

 

0.7

 

 

 

1.1

 

 

Electrical Equipment

 

 

0.6

 

 

 

1.0

 

 

 

0.7

 

 

 

1.0

 

 

Consumer Staples Distribution & Retail

 

 

0.5

 

 

 

0.9

 

 

 

1.0

 

 

 

1.5

 

 

Leisure Products

 

 

0.5

 

 

 

0.9

 

 

 

0.9

 

 

 

1.3

 

 

Real Estate Mgmt. & Development

 

 

0.4

 

 

 

0.6

 

 

 

 

 

 

 

 

Technology Hardware & Equipment

 

 

0.3

 

 

 

0.5

 

 

 

0.4

 

 

 

0.6

 

 

Automobile Components

 

 

0.3

 

 

 

0.5

 

 

 

0.7

 

 

 

1.0

 

 

Diversified Financial Services

 

 

0.2

 

 

 

0.4

 

 

 

0.4

 

 

 

0.5

 

 

Entertainment

 

 

0.2

 

 

 

0.4

 

 

 

0.2

 

 

 

0.3

 

 

Beverages

 

 

0.2

 

 

 

0.3

 

 

 

 

 

 

 

 

Capital Goods

 

 

0.1

 

 

 

0.2

 

 

 

0.1

 

 

 

0.1

 

 

Household Products

 

 

0.1

 

 

 

0.2

 

 

 

0.1

 

 

 

0.1

 

 

Metals & Mining

 

 

0.1

 

 

 

0.2

 

 

 

0.2

 

 

 

0.3

 

 

Water Utilities

 

 

0.1

 

 

 

0.2

 

 

 

 

 

 

 

 

Life Sciences Tools & Services

 

 

0.1

 

 

 

0.2

 

 

 

0.1

 

 

 

0.1

 

 

Industrial Conglomerates

 

 

0.1

 

 

 

0.1

 

 

 

 

 

 

 

 

Telecommunication services

 

 

0.1

 

 

 

0.1

 

 

 

 

 

 

 

 

Ground Transportation

 

 

 

(1)

 

0.1

 

 

 

0.1

 

 

 

0.2

 

 

Construction Materials

 

 

 

(1)

 

0.1

 

 

 

 

 

 

 

 

Household Durables

 

 

 

(1)

 

0.1

 

 

 

0.1

 

 

 

0.1

 

 

Biotechnology

 

 

 

(1)

 

 

(1)

 

 

 

 

 

 

Telecommunications

 

 

 

 

 

 

 

 

 

(1)

 

0.1

 

 

Total

 

 

100.0

%

 

 

181.4

%

 

 

100.0

%

 

 

148.3

%

 

 

(1)
Amount rounds to less than 0.1%.
Schedule of Geographic Composition of Investments at Fair Value

The geographic composition of the Company’s investments at fair value was as follows:

 

Geographic

 

December 31, 2025

 

 

December 31, 2024

 

United States

 

 

90.1

%

 

 

95.4

%

United Kingdom

 

 

2.6

 

 

 

2.1

 

Australia

 

 

2.3

 

 

 

 

Canada

 

 

1.7

 

 

 

2.2

 

Cayman Islands

 

 

1.4

 

 

 

 

France

 

 

0.6

 

 

 

 

Sweden

 

 

0.6

 

 

 

 

Switzerland

 

 

0.3

 

 

 

0.3

 

Italy

 

 

0.2

 

 

 

 

Luxembourg

 

 

0.1

 

 

 

 

India

 

 

0.1

 

 

 

 

Belgium

 

 

 

(1)

 

 

Netherlands

 

 

 

 

 

 

United Arab Emirates

 

 

 

 

 

 

Total

 

 

100.0

%

 

 

100.0

%

(1)
Amount rounds to less than 0.1%.