ADVENT CAPITAL MANAGEMENT /DE/ Q2 2021 Filing

Filed August 16, 2021

Portfolio Value

$5.1B

Holdings

261

Report Date

Q2 2021

Filing Type

13F-HR

All Holdings (261 positions)

StockValue
PXD 0.25 05/15/25PIONEER NATURAL RESOURCE
$158.9M
LUV 1.25 05/01/25SOUTHWEST AIRLINES CO
$152.7M
DISH 3.375 08/15/26DISH NETWORK CORP
$128.6M
PANW 0.375 06/01/25PALO ALTO NETWORKS
$120.0M
BKNG 0.75 05/01/25BOOKING HOLDINGS INC
$119.7M
RNG 0 03/01/25RINGCENTRAL INC
$110.6M
WDC 1.5 02/01/24WESTERN DIGITAL CORP
$106.1M
$105.3M
EEFT 0.75 03/15/49EURONET WORLDWIDE INC
$103.3M
SWK 5.25 11/15/22STANLEY BLACK & DECKER I
$93.6M
PEB 1.75 12/15/26PEBBLEBROOK HOTEL TRUST
$91.1M
NRG 2.75 06/01/48NRG ENERGY INC
$83.3M
TDOC 1.25 06/01/27TELADOC HEALTH INC
$82.4M
FIREEYE INC
$80.4M
ILMN 0 08/15/23ILLUMINA INC
$76.4M
WORKDAY INC
$73.4M
BMRN 1.25 05/15/27BIOMARIN PHARMACEUTICAL
$71.2M
HLF 2.625 03/15/24HERBALIFE LTD
$67.6M
LMCA 1.375 10/15/23LIBERTY MEDIA CORP
$63.0M
AYX 1 08/01/26ALTERYX INC
$61.4M
TERADYNE INC
$59.7M
$59.6M
$58.4M
TWITTER INC
$56.0M
$55.8M
MCHP 0.125 11/15/24MICROCHIP TECHNOLOGY INC
$55.0M
NEE 6.219 09/01/23NEXTERA ENERGY INC
$54.8M
BMRN 0.599 08/01/24BIOMARIN PHARMACEUTICAL
$54.3M
$54.1M
PSTG 0.125 04/15/23PURE STORAGE INC
$54.0M
INN 1.5 02/15/26SUMMIT HOTEL PROPERTIES
$52.2M
TWITTER INC
$51.8M
AMERICAN ELECTRIC POWER
$48.6M
VSH 2.25 06/15/25VISHAY INTERTECHNOLOGY
$47.8M
FORTIVE CORPORATION
$47.1M
LITE 0.5 12/15/26LUMENTUM HOLDINGS INC
$44.4M
ZYNGA INC
$42.5M
ARCC 4.625 03/01/24ARES CAPITAL CORP
$41.0M
$40.3M
ARES CAPITAL CORP
$40.2M
$38.9M
ATSG 1.125 10/15/24AIR TRANSPORT SERVICES G
$38.8M
STWD 4.375 04/01/23STARWOOD PROPERTY TRUST
$38.5M
AKAM 0.375 09/01/27AKAMAI TECHNOLOGIES INC
$38.2M
JAZZ 2 06/15/26JAZZ INVESTMENTS I LTD
$37.9M
JAZZ 1.5 08/15/24JAZZ INVESTMENTS I LTD
$37.3M
$36.9M
$36.7M
EXAS 0.375 03/15/27EXACT SCIENCES CORP
$36.3M
NISOURCE INC
$35.7M
DOMINION ENERGY INC
$35.1M
PRAA 3.5 06/01/23PRA GROUP INC
$34.6M
NEE 5.279 03/01/23NEXTERA ENERGY INC
$34.1M
CSG SYSTEMS INTERNATIONA
$32.3M
ZENDESK INC
$31.8M
IART 0.5 08/15/25INTEGRA LIFESCIENCES HLD
$31.4M
MERITOR INC
$31.3M
$31.1M
CHENIERE ENERGY INC
$30.9M
PODD 0.375 09/01/26INSULET CORPORATION
$30.7M
VONAGE HOLDINGS CORP
$30.5M
OSI SYSTEMS INC
$30.3M
INTERDIGITAL INC
$30.1M
SAVE 1 05/15/26SPIRIT AIRLINES INC
$29.9M
AYX 0.5 08/01/24ALTERYX INC
$29.8M
$27.9M
NTNX 0 01/15/23NUTANIX INC
$26.6M
SOUTHERN CO
$26.6M
RWT 4.75 08/15/23REDWOOD TRUST INC
$26.4M
ELAN 5 02/01/23ELANCO ANIMAL HEALTH INC
$26.1M
Z 2.75 05/15/25ZILLOW GROUP INC
$26.0M
CYBR 0 11/15/24CYBERARK SOFTWARE LTD
$25.1M
NEW RELIC INC
$25.0M
TABULA RASA HLTHCR INC
$24.7M
TESLA INC
$24.4M
$24.2M
QTWO 0.75 06/01/26Q2 HOLDINGS INC
$23.1M
$22.7M
$22.6M
SLAB 0.625 06/15/25SILICON LABORATORIES INC
$22.0M
DTE ENERGY CO
$21.4M
BNFT 1.25 12/15/23BENEFITFOCUS INC
$20.9M
QIAGEN NV
$20.8M
$20.1M
NEW MOUNTAIN FINANCE COR
$19.8M
TDOC 0.875 06/01/25LIVONGO HEALTH
$19.7M
ZS 0.125 07/01/25ZSCALER INC.
$19.6M
$19.4M
PENN 2.75 05/15/26PENN NATIONAL GAMING INC
$19.1M
IONS 0.125 12/15/24IONIS PHARMACEUTICALS IN
$18.4M
PEGA 0.75 03/01/25PEGASYSTEMS INC
$18.3M
LENDINGTREE INC
$18.3M
MCHP 1.625 02/15/27MICROCHIP TECHNOLOGY INC
$17.5M
Z 0.75 09/01/24ZILLOW GROUP INC
$16.9M
VIAV 1 03/01/24VIAVI SOLUTIONS INC
$16.5M
AESCAES CORP/THE
$16.3M
$16.0M
LYFTLYFT INC
$15.9M
PANW 0.75 07/01/23PALO ALTO NETWORKS
$15.9M
COUP 0.375 06/15/26COUPA SOFTWARE INC
$15.8M
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