ADVENT CAPITAL MANAGEMENT /DE/ Q3 2020 Filing

Filed November 16, 2020

Portfolio Value

$4.5T

Holdings

174

Report Date

Q3 2020

Filing Type

13F-HR

All Holdings (174 positions)

StockValue
LUV 1.25 05/01/25SOUTHWEST AIRLINES CO
$212.7M
BAC 7.25 PERP LBANK OF AMERICA CORP
$195.8M
WFC 7.5 PERP LWELLS FARGO & COMPANY
$175.2M
FORTIVE CORPORATION
$126.1M
WDC 1.5 02/01/24WESTERN DIGITAL CORP
$111.4M
EEFT 0.75 03/15/49EURONET WORLDWIDE INC
$99.1M
PROOFPOINT INC
$98.9M
BOOKING HOLDINGS INC
$97.4M
DISH 3.375 08/15/26DISH NETWORK CORP
$95.9M
TWITTER INC
$88.9M
EXAS 0.375 03/15/27EXACT SCIENCES CORP
$87.5M
ILMN 0 08/15/23ILLUMINA INC
$84.9M
BMRN 0.599 08/01/24BIOMARIN PHARMACEUTICAL
$68.8M
ARCC 4.625 03/01/24ARES CAPITAL CORP
$66.1M
HLF 2.625 03/15/24HERBALIFE LTD
$64.8M
SWK 5.25 11/15/22STANLEY BLACK & DECKER I
$64.3M
PANW 0.75 07/01/23PALO ALTO NETWORKS
$63.0M
LMCA 1.375 10/15/23LIBERTY MEDIA CORP
$51.9M
FIREEYE INC
$51.7M
TESLA INC
$51.5M
LGND 0.75 05/15/23LIGAND PHARMACEUTICALS I
$51.0M
VSH 2.25 06/15/25VISHAY INTERTECHNOLOGY
$51.0M
ILLUMINA INC
$50.5M
$49.0M
DOMINION ENERGY INC
$48.7M
TESLA INC
$47.4M
NRG 2.75 06/01/48NRG ENERGY INC
$45.8M
AYX 1 08/01/26ALTERYX INC
$45.3M
LIBERTY MEDIA CORP
$45.3M
NEE 5.279 03/01/23NEXTERA ENERGY INC
$44.8M
VERINT SYSTEMS INC
$44.8M
WORKDAY INC
$44.5M
LYV 2.5 03/15/23LIVE NATION ENTERTAINMEN
$44.3M
JAZZ 1.5 08/15/24JAZZ INVESTMENTS I LTD
$43.7M
NEW RELIC INC
$43.6M
MCHP 1.625 02/15/27MICROCHIP TECHNOLOGY INC
$41.9M
ARES CAPITAL CORP
$41.7M
AKAM 0.375 09/01/27AKAMAI TECHNOLOGIES INC
$40.5M
SUPERNUS PHARMACEUTICALS
$39.3M
SYNAPTICS INC
$38.7M
MACQUARIE INFRASTRUCTURE
$37.2M
MARRIOTT VACATION WORLDW
$36.1M
NEE 6.219 09/01/23NEXTERA ENERGY INC
$35.8M
$35.7M
ON SEMICONDUCTOR CORP
$35.1M
VONAGE HOLDINGS CORP
$34.6M
$33.5M
AMERICAN ELECTRIC POWER
$33.1M
CSG SYSTEMS INTERNATIONA
$32.6M
GREENBRIER COS INC
$32.3M
CHENIERE ENERGY INC
$30.8M
INTERDIGITAL INC
$30.6M
TERADYNE INC
$30.4M
8X8 INC
$30.3M
EXAS 0.375 03/01/28EXACT SCIENCES CORP
$30.0M
ATSG 1.125 10/15/24AIR TRANSPORT SERVICES G
$30.0M
PSTG 0.125 04/15/23PURE STORAGE INC
$30.0M
STWD 4.375 04/01/23STARWOOD PROPERTY TRUST
$29.8M
TWITTER INC
$29.7M
VIAV 1 03/01/24VIAVI SOLUTIONS INC
$29.7M
BSX 5.5 06/01/23 ABOSTON SCIENTIFIC CORP
$29.5M
$28.2M
DTE ENERGY CO
$28.2M
SOUTHERN CO
$27.2M
MERITOR INC
$26.8M
PLURALSIGHT INC
$26.5M
OSI SYSTEMS INC
$25.0M
$24.3M
SRPT 1.5 11/15/24SAREPTA THERAPEUTICS INC
$23.7M
INTERCEPT PHARMAS
$23.5M
SQUARE INC
$22.4M
NEE 4.872 09/01/22NEXTERA ENERGY INC
$21.9M
$21.6M
AMERICAN ELECTRIC POWER
$21.0M
CHANGE HEALTHCARE INC
$20.5M
FIREEYE INC
$19.9M
NUVASIVE INC
$19.8M
ZYNGA INC
$19.1M
NTNX 0 01/15/23NUTANIX INC
$17.4M
LPSN 0.75 03/01/24LIVEPERSON INC
$17.0M
MICRON TECHNOLOGY INC
$16.8M
BNFT 1.25 12/15/23BENEFITFOCUS INC
$16.7M
CONMED CORP
$16.2M
PACIRA BIOSCIENCES INC
$16.0M
$15.9M
RWT 4.75 08/15/23REDWOOD TRUST INC
$15.1M
REALPAGE INC
$14.9M
AAL 6.5 07/01/25AMERICAN AIRLINES GROUP
$14.5M
FLG 6 11/01/51NY COMMUNITY CAP TRUST V
$14.3M
VIAVI SOLUTIONS INC
$14.3M
AKAM 0.125 05/01/25AKAMAI TECHNOLOGIES INC
$14.1M
NEW MOUNTAIN FINANCE COR
$13.8M
FLEXION THERAPEUTICS INC
$13.7M
ENVESTNET INC
$13.3M
ASSURANT INC
$13.1M
INTERCEPT PHARMAS
$13.0M
BXMT 4.75 03/15/23BLACKSTONE MORTGAGE TR
$12.6M
Z 2.75 05/15/25ZILLOW GROUP INC
$12.5M
BLACKROCK TCP CAP CORP
$11.8M
INTL FLAVOR & FRAGRANCES
$11.7M
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