ADVENT CAPITAL MANAGEMENT /DE/ Q1 2020 Filing

Filed May 15, 2020

Portfolio Value

$4.6B

Holdings

200

Report Date

Q1 2020

Filing Type

13F-HR

All Holdings (200 positions)

StockValue
BAC 7.25 PERP LBANK OF AMERICA CORP
$179.0M
WFC 7.5 PERP LWELLS FARGO & COMPANY
$167.9M
FORTIVE CORPORATION
$149.9M
WDC 1.5 02/01/24WESTERN DIGITAL CORP
$141.4M
PANW 0.75 07/01/23PALO ALTO NETWORKS
$130.5M
TWITTER INC
$112.1M
BOOKING HOLDINGS INC
$99.7M
DISH 3.375 08/15/26DISH NETWORK CORP
$96.7M
ILLUMINA INC
$96.1M
EEFT 0.75 03/15/49EURONET WORLDWIDE INC
$82.8M
$81.2M
BMRN 0.599 08/01/24BIOMARIN PHARMACEUTICAL
$75.3M
AVGO 8 09/30/22 ABROADCOM INC
$63.0M
DOMINION ENERGY INC
$60.2M
NUANCE COMMUNICATIONS
$60.2M
ARES CAPITAL CORP
$56.7M
ILMN 0 08/15/23ILLUMINA INC
$55.9M
HLF 2.625 03/15/24HERBALIFE LTD
$54.8M
VERINT SYSTEMS INC
$54.8M
EXAS 0.375 03/15/27EXACT SCIENCES CORP
$54.2M
LIBERTY MEDIA CORP
$53.9M
WORKDAY INC
$53.3M
FIREEYE INC
$52.6M
ARCC 4.625 03/01/24ARES CAPITAL CORP
$51.7M
JAZZ 1.5 08/15/24JAZZ INVESTMENTS I LTD
$50.3M
NEE 4.872 09/01/22NEXTERA ENERGY INC
$49.0M
PSTG 0.125 04/15/23PURE STORAGE INC
$47.6M
VSH 2.25 06/15/25VISHAY INTERTECHNOLOGY
$46.8M
NEW RELIC INC
$46.1M
NRG 2.75 06/01/48NRG ENERGY INC
$45.7M
$45.1M
MCHP 1.625 02/15/27MICROCHIP TECHNOLOGY INC
$44.8M
LMCA 1.375 10/15/23LIBERTY MEDIA CORP
$44.8M
SWK 5.25 11/15/22STANLEY BLACK & DECKER I
$43.4M
SOUTHERN CO
$42.8M
SUPERNUS PHARMACEUTICALS
$42.7M
ON SEMICONDUCTOR CORP
$42.5M
SQUARE INC
$42.0M
SPIRIT REALTY CAPITAL IN
$39.0M
CSG SYSTEMS INTERNATIONA
$38.4M
AMERICAN ELECTRIC POWER
$38.1M
TRIP.COM GROUP LTD
$36.5M
MARRIOTT VACATION WORLDW
$35.3M
MACQUARIE INFRASTRUCTURE
$34.9M
TESLA INC
$34.4M
OSI SYSTEMS INC
$34.4M
$33.6M
NOVELLUS SYSTEMS INC
$32.5M
8X8 INC
$31.5M
SRPT 1.5 11/15/24SAREPTA THERAPEUTICS INC
$31.2M
STWD 4.375 04/01/23STARWOOD PROPERTY TRUST
$30.8M
ZILLOW GROUP INC
$30.0M
DTE ENERGY CO
$30.0M
$29.7M
INTERCEPT PHARMAS
$29.4M
DANAHER CORP
$29.3M
$28.8M
SYNAPTICS INC
$28.5M
GREENBRIER COS INC
$28.5M
CHENIERE ENERGY INC
$27.5M
TERADYNE INC
$26.9M
VEREIT INC
$26.9M
SILICON LABORATORIES INC
$26.2M
EXAS 0.375 03/01/28EXACT SCIENCES CORP
$26.1M
VIAV 1 03/01/24VIAVI SOLUTIONS INC
$25.8M
PRA GROUP INC
$25.5M
AKAM 0.125 05/01/25AKAMAI TECHNOLOGIES INC
$25.3M
MERITOR INC
$24.1M
BOOKING HOLDINGS INC
$23.8M
NUVASIVE INC
$23.7M
VIAVI SOLUTIONS INC
$21.8M
ATSG 1.125 10/15/24AIR TRANSPORT SERVICES G
$21.8M
CARDTRONICS INC
$21.6M
CONMED CORP
$20.8M
QUOTIENT TECHNOLOGY INC
$20.3M
PACIRA BIOSCIENCES INC
$19.2M
BNFT 1.25 12/15/23BENEFITFOCUS INC
$19.2M
BLACKSTONE MORTGAGE TR
$19.1M
HTHT 0.375 11/01/22HUAZHU GROUP LTD
$18.9M
CYPRESS SEMICONDUCTOR CO
$18.3M
MICRON TECHNOLOGY INC
$18.3M
RAPID7 INC
$18.2M
BLACKROCK TCP CAP CORP
$18.2M
NEE 5.279 03/01/23NEXTERA ENERGY INC
$18.1M
HORIZON PHARMA INV LTD
$17.8M
FORTIVE CORPORATION
$17.4M
CHANGE HEALTHCARE INC
$16.2M
BIOMARIN PHARMACEUTICAL
$15.9M
CROWN CASTLE INTL CORP
$15.6M
TESLA INC
$15.0M
TESLA INC
$14.6M
INTERCEPT PHARMAS
$14.4M
FLG 6 11/01/51NY COMMUNITY CAP TRUST V
$14.3M
COLONY CAPITAL INC
$14.2M
FLEXION THERAPEUTICS INC
$14.2M
RWT 4.75 08/15/23REDWOOD TRUST INC
$14.2M
BXMT 4.75 03/15/23BLACKSTONE MORTGAGE TR
$13.3M
$13.2M
QTS REALTY TRUST INC
$13.2M
LYV 2.5 03/15/23LIVE NATION ENTERTAINMEN
$12.9M
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