ADVENT CAPITAL MANAGEMENT /DE/ Q2 2024 Filing

Filed August 13, 2024

Portfolio Value

$4.2T

Holdings

194

Report Date

Q2 2024

Filing Type

13F-HR

All Holdings (194 positions)

StockValue
BAC 7.25 PERP LBANK OF AMERICA CORP
$221.6B
WFC 7.5 PERP LWELLS FARGO & COMPANY
$212.2B
DUK 4.125 04/15/26DUKE ENERGY CORP
$121.8B
F 0 03/15/26FORD MOTOR COMPANY
$117.4B
CMS 3.375 05/01/28CMS ENERGY CORP
$106.3B
ON 0.5 03/01/29ON SEMICONDUCTOR CORP
$104.0B
UBER 0 12/15/25UBER TECHNOLOGIES INC
$94.4B
VTR 3.75 06/01/26VENTAS REALTY LP
$83.3B
$82.5B
APO 6.75 07/31/26APOLLO GLOBAL MANAGEMENT
$77.3B
NEE 6.926 09/01/25NEXTERA ENERGY INC
$74.8B
FOUR 0 12/15/25SHIFT4 PAYMENTS INC
$73.9B
Z 1.375 09/01/26ZILLOW GROUP INC
$68.2B
BKNG 0.75 05/01/25BOOKING HOLDINGS INC
$68.0B
VAC 3.25 12/15/27MARRIOTT VACATION WORLDW
$64.5B
AFRM 0 11/15/26AFFIRM HOLDINGS INC
$61.6B
PODD 0.375 09/01/26INSULET CORPORATION
$60.1B
DOCN 0 12/01/26DIGITALOCEAN HOLDINGS
$59.7B
SRPT 1.25 09/15/27SAREPTA THERAPEUTICS INC
$58.2B
BSY 0.125 01/15/26BENTLEY SYSTEMS INC
$58.1B
AKAM 0.375 09/01/27AKAMAI TECHNOLOGIES INC
$58.0B
EXPE 0 02/15/26EXPEDIA GROUP INC
$56.8B
SIRI 3.75 03/15/28LIBERTY MEDIA CORP
$53.1B
W 1 08/15/26WAYFAIR INC
$51.0B
WOLF 1.875 12/01/29WOLFSPEED INC
$50.7B
$50.1B
$48.2B
ARRY 1 12/01/28ARRAY TECHNOLOGIES INC
$48.2B
DKNG 0 03/15/28DRAFTKINGS HOLDINGS INC
$46.9B
BE 3 06/01/28BLOOM ENERGY CORP
$46.7B
PPL 2.875 03/15/28PPL CAPITAL FUNDING INC
$46.3B
W 3.25 09/15/27WAYFAIR INC
$43.9B
AAL 6.5 07/01/25AMERICAN AIRLINES GROUP
$41.6B
LUV 1.25 05/01/25SOUTHWEST AIRLINES CO
$40.9B
ZS 0.125 07/01/25ZSCALER INC.
$40.9B
CABO 0 03/15/26CABLE ONE INC
$39.2B
NCLH 5.375 08/01/25NCL CORPORATION LTD
$38.9B
NMFC 7.5 10/15/25NEW MOUNTAIN FINANCE COR
$37.5B
$36.8B
DBX 0 03/01/28DROPBOX INC
$36.6B
$35.9B
ZD 1.75 11/01/26ZIFF DAVIS INC
$35.1B
LITE 0.5 12/15/26LUMENTUM HOLDINGS INC
$35.1B
ENPH 0 03/01/28ENPHASE ENERGY INC
$33.3B
CAKE 0.375 06/15/26CHEESECAKE FACTORY (THE)
$32.7B
NET 0 08/15/26CLOUDFLARE INC
$32.3B
$31.7B
LNTH 2.625 12/15/27LANTHEUS HOLDINGS INC
$31.6B
ALNY 1 09/15/27ALNYLAM PHARMACEUTICALS
$31.5B
RIVN 4.625 03/15/29RIVIAN AUTO INC
$30.8B
$30.4B
COIN 0.5 06/01/26COINBASE GLOBAL INC
$30.3B
TDOC 1.25 06/01/27TELADOC HEALTH INC
$30.0B
NCLH 1.125 02/15/27NCL CORPORATION LTD
$28.9B
BBIO 2.5 03/15/27BRIDGEBIO PHARMA INC
$28.7B
FOUR 0.5 08/01/27SHIFT4 PAYMENTS INC
$28.2B
BSY 0.375 07/01/27BENTLEY SYSTEMS
$27.2B
MIRM 4 05/01/29MIRUM PHARMACEUTICALS
$26.7B
$26.5B
HALO 1 08/15/28HALOZYME THERAPEUTICS IN
$25.7B
CFLT 0 01/15/27CONFLUENT INC
$25.7B
MSTR 0 02/15/27MICROSTRATEGY INC
$25.2B
$24.8B
ALB 7.25 03/01/27ALBEMARLE CORP
$24.5B
LITE 1.5 12/15/29LUMENTUM HOLDINGS INC
$24.3B
MCHP 0.125 11/15/24MICROCHIP TECHNOLOGY INC
$23.8B
IWMiShares Russell 2000 ETF
$23.3B
NBR 1.75 06/15/29NABORS INDUSTRIES INC
$23.2B
NEO 0.25 01/15/28NEOGENOMICS INC
$23.1B
RCL 6 08/15/25ROYAL CARIBBEAN CRUISES
$20.8B
GTLS 6.75 12/15/25 BCHART INDUSTRIES INC
$20.7B
BBIO 2.25 02/01/29BRIDGEBIO PHARMA INC
$18.7B
LNT 3.875 03/15/26ALLIANT ENERGY CORP
$18.6B
SHAK 0 03/01/28SHAKE SHACK INC
$17.2B
JBLU 0.5 04/01/26JETBLUE AIRWAYS CORP
$16.4B
$14.8B
CYBR 0 11/15/24CYBERARK SOFTWARE LTD
$14.6B
WOLF 1.75 05/01/26WOLFSPEED INC
$14.0B
PENN 2.75 05/15/26PENN ENTERTAINMENT INC
$13.6B
LYV 3.125 01/15/29LIVE NATION ENTERTAINMEN
$12.8B
EEFT 0.75 03/15/49EURONET WORLDWIDE INC
$12.3B
$12.0B
NEE 7.299 06/01/27NEXTERA ENERGY INC
$11.9B
PANW 0.375 06/01/25PALO ALTO NETWORKS
$11.7B
$11.0B
CYTK 3.5 07/01/27CYTOKINETICS INC
$10.9B
HTHT 3 05/01/26H WORLD GROUP LTD
$10.6B
ZTO 1.5 09/01/27ZTO EXPRESS KY INC
$10.6B
$10.1B
JAZZ 2 06/15/26JAZZ INVESTMENTS I LTD
$9.9B
IONS 0 04/01/26IONIS PHARMACEUTICALS IN
$9.6B
EVH 1.5 10/15/25EVOLENT HEALTH INC
$8.8B
EXAS 0.375 03/01/28EXACT SCIENCES CORP
$8.7B
IONS 1.75 06/15/28IONIS PHARMACEUTICALS IN
$8.1B
LARCN 1.75 01/15/27LITHIUM AMERICAS AR
$7.6B
ENPH 0.25 03/01/25ENPHASE ENERGY INC
$6.9B
EXAS 0.375 03/15/27EXACT SCIENCES CORP
$6.9B
$6.8B
BTSG 6.75 02/01/27BRIGHTSPRING HEALTH SERV
$6.2B
ENV 2.625 12/01/27ENVESTNET INC
$6.2B
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