ADVENT CAPITAL MANAGEMENT /DE/ Q2 2022 Filing

Filed August 15, 2022

Portfolio Value

$5.7B

Holdings

246

Report Date

Q2 2022

Filing Type

13F-HR

All Holdings (246 positions)

StockValue
BAC 7.25 PERP LBANK OF AMERICA CORP
$186.2M
LUV 1.25 05/01/25SOUTHWEST AIRLINES CO
$138.3M
BKNG 0.75 05/01/25BOOKING HOLDINGS INC
$134.9M
PXD 0.25 05/15/25PIONEER NATURAL RESOURCE
$122.5M
F 0 03/15/26FORD MOTOR COMPANY
$109.9M
WFC 7.5 PERP LWELLS FARGO & COMPANY
$103.6M
EXPE 0 02/15/26EXPEDIA GROUP INC
$91.8M
WDC 1.5 02/01/24WESTERN DIGITAL CORP
$83.7M
$82.2M
$80.1M
EEFT 0.75 03/15/49EURONET WORLDWIDE INC
$79.7M
ILMN 0 08/15/23ILLUMINA INC
$77.0M
NEE 6.219 09/01/23NEXTERA ENERGY INC
$76.8M
ABNB 0 03/15/26AIRBNB INC
$76.3M
TYL 0.25 03/15/26TYLER TECHNOLOGIES INC
$73.7M
$70.4M
DISH 3.375 08/15/26DISH NETWORK CORP
$69.6M
KKR 6 09/15/23 CKKR & CO INC
$69.0M
$67.9M
JAZZ 2 06/15/26JAZZ INVESTMENTS I LTD
$66.2M
PANW 0.375 06/01/25PALO ALTO NETWORKS
$65.5M
NISOURCE INC
$64.0M
ELV 2.75 10/15/42ELEVANCE HEALTH INC
$62.9M
$62.7M
AMERICAN ELECTRIC POWER
$60.0M
DBX 0 03/01/28DROPBOX INC
$59.1M
$57.6M
AKAM 0.375 09/01/27AKAMAI TECHNOLOGIES INC
$56.9M
CYBR 0 11/15/24CYBERARK SOFTWARE LTD
$56.2M
VAC 0 01/15/26MARRIOTT VACATION WORLDW
$53.5M
SAVE 1 05/15/26SPIRIT AIRLINES INC
$53.0M
LYFTLYFT INC
$51.6M
SWK 5.25 11/15/22STANLEY BLACK & DECKER I
$51.1M
SPYSPDR S&P 500 ETF Trust
$50.9M
PEB 1.75 12/15/26PEBBLEBROOK HOTEL TRUST
$50.9M
JBLU 0.5 04/01/26JETBLUE AIRWAYS CORP
$49.1M
FOUR 0 12/15/25SHIFT4 PAYMENTS INC
$48.5M
$48.4M
HLF 2.625 03/15/24HERBALIFE LTD
$47.2M
RCL 2.875 11/15/23ROYAL CARIBBEAN CRUISES
$44.0M
HAE 0 03/01/26HAEMONETICS CORP
$43.9M
BILL 0 12/01/25BILL.COM HOLDINGS INC
$42.6M
UBER 0 12/15/25UBER TECHNOLOGIES INC
$41.8M
LPSN 0 12/15/26LIVEPERSON INC
$41.4M
EXAS 0.375 03/01/28EXACT SCIENCES CORP
$41.3M
QTWO 0.75 06/01/26Q2 HOLDINGS INC
$40.5M
VSH 2.25 06/15/25VISHAY INTERTECHNOLOGY
$40.4M
$40.4M
WORKDAY INC
$39.9M
$39.7M
AYX 1 08/01/26ALTERYX INC
$39.0M
$38.6M
BMRN 1.25 05/15/27BIOMARIN PHARMACEUTICAL
$37.5M
$35.9M
CAKE 0.375 06/15/26CHEESECAKE FACTORY (THE)
$34.8M
STWD 4.375 04/01/23STARWOOD PROPERTY TRUST
$34.2M
$34.0M
LCII 1.125 05/15/26LCI INDUSTRIES
$33.8M
BMRN 0.599 08/01/24BIOMARIN PHARMACEUTICAL
$33.8M
LMCA 1.375 10/15/23LIBERTY MEDIA CORP
$33.7M
RNG 0 03/01/25RINGCENTRAL INC
$33.6M
INN 1.5 02/15/26SUMMIT HOTEL PROPERTIES
$33.3M
DHR 5 04/15/23 BDANAHER CORP
$32.8M
RCL 4.25 06/15/23ROYAL CARIBBEAN CRUISES
$32.6M
CBRL 0.625 06/15/26CRACKER BARREL OLD COUNT
$32.4M
DBX 0 03/01/26DROPBOX INC
$30.3M
BSY 0.125 01/15/26BENTLEY SYSTEMS INC
$30.0M
AVGO 8 09/30/22 ABROADCOM INC
$29.7M
TDOC 1.25 06/01/27TELADOC HEALTH INC
$29.1M
$28.9M
PODD 0.375 09/01/26INSULET CORPORATION
$28.7M
NRG 2.75 06/01/48NRG ENERGY INC
$28.5M
EVBG 0.125 12/15/24EVERBRIDGE INC
$28.4M
DTE ENERGY CO
$28.3M
NEE 5.279 03/01/23NEXTERA ENERGY INC
$28.2M
BSX 5.5 06/01/23 ABOSTON SCIENTIFIC CORP
$28.2M
ARCC 4.625 03/01/24ARES CAPITAL CORP
$27.6M
ENPH 0 03/01/28ENPHASE ENERGY INC
$27.4M
RNG 0 03/15/26RINGCENTRAL INC
$27.3M
MERITOR INC
$27.2M
$26.9M
ZS 0.125 07/01/25ZSCALER INC.
$25.9M
HALO 0.25 03/01/27HALOZYME THERAPEUTICS IN
$25.8M
$25.3M
TWTR 0 03/15/26TWITTER INC
$25.2M
BURL 2.25 04/15/25BURLINGTON STORES INC
$25.1M
RWT 4.75 08/15/23REDWOOD TRUST INC
$24.9M
NEO 1.25 05/01/25NEOGENOMICS INC
$24.3M
$23.6M
NEW MOUNTAIN FINANCE COR
$23.1M
IONS 0 04/01/26IONIS PHARMACEUTICALS IN
$22.9M
PRAA 3.5 06/01/23PRA GROUP INC
$22.2M
$21.4M
MIDD 1 09/01/25MIDDLEBY CORP
$20.5M
ENPH 0 03/01/26ENPHASE ENERGY INC
$20.4M
LITE 0.5 12/15/26LUMENTUM HOLDINGS INC
$20.2M
NEO 0.25 01/15/28NEOGENOMICS INC
$20.2M
$20.0M
RBC 5 10/15/24 ARBC BEARINGS INC
$19.8M
NCLH 5.375 08/01/25NCL CORPORATION LTD
$19.6M
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