ADVENT CAPITAL MANAGEMENT /DE/ Q1 2023 Filing

Filed May 12, 2023

Portfolio Value

$5.3B

Holdings

213

Report Date

Q1 2023

Filing Type

13F-HR

All Holdings (213 positions)

StockValue
LUV 1.25 05/01/25SOUTHWEST AIRLINES CO
$179.0M
F 0 03/15/26FORD MOTOR COMPANY
$106.0M
WDC 1.5 02/01/24WESTERN DIGITAL CORP
$99.0M
BKNG 0.75 05/01/25BOOKING HOLDINGS INC
$96.0M
$90.0M
AFRM 0 11/15/26AFFIRM HOLDINGS INC
$88.0M
PXD 0.25 05/15/25PIONEER NATURAL RESOURCE
$88.0M
$84.0M
NCLH 1.125 02/15/27NCL CORPORATION LTD
$78.0M
EXPE 0 02/15/26EXPEDIA GROUP INC
$76.0M
DKNG 0 03/15/28DRAFTKINGS HOLDINGS INC
$75.0M
DOCN 0 12/01/26DIGITALOCEAN HOLDINGS
$74.0M
AKAM 0.375 09/01/27AKAMAI TECHNOLOGIES INC
$73.0M
NEE 6.219 09/01/23NEXTERA ENERGY INC
$70.0M
$70.0M
NISOURCE INC
$69.0M
$69.0M
ENPH 0 03/01/26ENPHASE ENERGY INC
$67.0M
$66.0M
KKR 6 09/15/23 CKKR & CO INC
$64.0M
JBLU 0.5 04/01/26JETBLUE AIRWAYS CORP
$63.0M
TYL 0.25 03/15/26TYLER TECHNOLOGIES INC
$61.0M
PANW 0.375 06/01/25PALO ALTO NETWORKS
$61.0M
OSH 0 03/15/26OAK STREET HEALTH INC
$60.0M
AYX 1 08/01/26ALTERYX INC
$58.0M
OMCL 0.25 09/15/25OMNICELL INC
$58.0M
$57.0M
EEFT 0.75 03/15/49EURONET WORLDWIDE INC
$54.0M
BILL 0 12/01/25BILL HOLDINGS INC
$53.0M
EXAS 0.375 03/01/28EXACT SCIENCES CORP
$52.0M
HAE 0 03/01/26HAEMONETICS CORP
$51.0M
UBER 0 12/15/25UBER TECHNOLOGIES INC
$51.0M
JAZZ 2 06/15/26JAZZ INVESTMENTS I LTD
$51.0M
PTON 0 02/15/26PELOTON INTERACTIVE INC
$50.0M
$47.0M
RNG 0 03/15/26RINGCENTRAL INC
$46.0M
BL 0 03/15/26BLACKLINE INC
$45.0M
DBX 0 03/01/28DROPBOX INC
$44.0M
LYFTLYFT INC
$44.0M
W 0.625 10/01/25WAYFAIR INC
$43.0M
ABNB 0 03/15/26AIRBNB INC
$41.0M
SPYSPDR S&P 500 ETF Trust
$40.0M
FOUR 0.5 08/01/27SHIFT4 PAYMENTS INC
$40.0M
$40.0M
AMERICAN ELECTRIC POWER
$39.0M
NET 0 08/15/26CLOUDFLARE INC
$36.0M
BSY 0.375 07/01/27BENTLEY SYSTEMS
$35.0M
QTWO 0.75 06/01/26Q2 HOLDINGS INC
$35.0M
SAVE 1 05/15/26SPIRIT AIRLINES INC
$35.0M
$35.0M
$35.0M
ENPH 0 03/01/28ENPHASE ENERGY INC
$34.0M
ZS 0.125 07/01/25ZSCALER INC.
$34.0M
CYBR 0 11/15/24CYBERARK SOFTWARE LTD
$33.0M
$33.0M
PEB 1.75 12/15/26PEBBLEBROOK HOTEL TRUST
$33.0M
FOUR 0 12/15/25SHIFT4 PAYMENTS INC
$32.0M
CAKE 0.375 06/15/26CHEESECAKE FACTORY (THE)
$31.0M
GTLS 6.75 12/15/25 BCHART INDUSTRIES INC
$31.0M
NRG 2.75 06/01/48NRG ENERGY INC
$31.0M
$30.0M
Z 2.75 05/15/25ZILLOW GROUP INC
$30.0M
TDOC 1.25 06/01/27TELADOC HEALTH INC
$29.0M
NEE 6.926 09/01/25NEXTERA ENERGY INC
$29.0M
SRPTSAREPTA THERAPEUTICS INC
$29.0M
$28.0M
GH 0 11/15/27GUARDANT HEALTH INC
$27.0M
$27.0M
BMRN 1.25 05/15/27BIOMARIN PHARMACEUTICAL
$26.0M
$25.0M
BMRN 0.599 08/01/24BIOMARIN PHARMACEUTICAL
$25.0M
$25.0M
ARCC 4.625 03/01/24ARES CAPITAL CORP
$24.0M
VRNT 0.25 04/15/26VERINT SYSTEMS INC
$24.0M
Z 1.375 09/01/26ZILLOW GROUP INC
$24.0M
MTN 0 01/01/26VAIL RESORTS INC
$23.0M
NEO 1.25 05/01/25NEOGENOMICS INC
$23.0M
CNK 4.5 08/15/25CINEMARK HOLDINGS INC
$22.0M
BSY 0.125 01/15/26BENTLEY SYSTEMS INC
$22.0M
AAL 6.5 07/01/25AMERICAN AIRLINES GROUP
$22.0M
EVH 1.5 10/15/25EVOLENT HEALTH INC
$21.0M
NEO 0.25 01/15/28NEOGENOMICS INC
$21.0M
HOUS 0.25 06/15/26REALOGY GROUP/CO-ISSUER
$21.0M
DBX 0 03/01/26DROPBOX INC
$20.0M
NCLH 5.375 08/01/25NCL CORPORATION LTD
$20.0M
RNG 0 03/01/25RINGCENTRAL INC
$19.0M
HLF 2.625 03/15/24HERBALIFE LTD
$19.0M
PODD 0.375 09/01/26INSULET CORPORATION
$19.0M
$19.0M
PRFT 0.125 11/15/26PERFICIENT INC
$18.0M
DISH 3.375 08/15/26DISH NETWORK CORP
$18.0M
$18.0M
CBRL 0.625 06/15/26CRACKER BARREL OLD COUNT
$18.0M
$18.0M
RDFN 0 10/15/25REDFIN CORP
$17.0M
CFLT 0 01/15/27CONFLUENT INC
$17.0M
$17.0M
BILL 0 04/01/27BILL HOLDINGS INC
$17.0M
PENN 2.75 05/15/26PENN ENTERTAINMENT INC
$17.0M
EYE 2.5 05/15/25NATIONAL VISION HOLDINGS
$17.0M
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