ADVENT CAPITAL MANAGEMENT /DE/ Q3 2023 Filing

Filed November 13, 2023

Portfolio Value

$4.3B

Holdings

197

Report Date

Q3 2023

Filing Type

13F-HR

All Holdings (197 positions)

StockValue
BAC 7.25 PERP LBANK OF AMERICA CORP
$200.0M
WFC 7.5 PERP LWELLS FARGO & COMPANY
$200.0M
LUV 1.25 05/01/25SOUTHWEST AIRLINES CO
$153.2M
AFRM 0 11/15/26AFFIRM HOLDINGS INC
$102.0M
BKNG 0.75 05/01/25BOOKING HOLDINGS INC
$92.8M
PXD 0.25 05/15/25PIONEER NATURAL RESOURCE
$83.3M
NEE 6.926 09/01/25NEXTERA ENERGY INC
$76.8M
DISH 0 12/15/25DISH NETWORK CORP
$74.2M
$71.3M
HALO 1 08/15/28HALOZYME THERAPEUTICS IN
$69.8M
$69.4M
NCLH 1.125 02/15/27NCL CORPORATION LTD
$67.4M
FOUR 0 12/15/25SHIFT4 PAYMENTS INC
$65.7M
DOCN 0 12/01/26DIGITALOCEAN HOLDINGS
$65.5M
DKNG 0 03/15/28DRAFTKINGS HOLDINGS INC
$60.2M
PTON 0 02/15/26PELOTON INTERACTIVE INC
$59.6M
JBLU 0.5 04/01/26JETBLUE AIRWAYS CORP
$58.3M
EXAS 0.375 03/01/28EXACT SCIENCES CORP
$56.2M
BILL 0 12/01/25BILL HOLDINGS INC
$54.0M
AYX 1 08/01/26ALTERYX INC
$53.6M
EXPE 0 02/15/26EXPEDIA GROUP INC
$51.8M
$49.4M
U 0 11/15/26UNITY SOFTWARE INC
$48.3M
SEDG 0 09/15/25SOLAR EDGE TECHNOLOGIES
$47.9M
JAZZ 2 06/15/26JAZZ INVESTMENTS I LTD
$47.2M
ENPH 0 03/01/28ENPHASE ENERGY INC
$46.9M
SRPT 1.25 09/15/27SAREPTA THERAPEUTICS INC
$46.5M
OMCL 0.25 09/15/25OMNICELL INC
$46.3M
W 1 08/15/26WAYFAIR INC
$45.3M
PODD 0.375 09/01/26INSULET CORPORATION
$45.0M
APO 6.75 07/31/26APOLLO GLOBAL MANAGEMENT
$44.4M
ALNY 1 09/15/27ALNYLAM PHARMACEUTICALS
$44.2M
$42.1M
BSY 0.125 01/15/26BENTLEY SYSTEMS INC
$41.9M
$40.7M
BMRN 1.25 05/15/27BIOMARIN PHARMACEUTICAL
$39.6M
FOUR 0.5 08/01/27SHIFT4 PAYMENTS INC
$38.5M
$36.2M
$35.0M
HOUS 0.25 06/15/26REALOGY GROUP/CO-ISSUER
$34.8M
HAE 0 03/01/26HAEMONETICS CORP
$34.8M
$34.7M
ZD 1.75 11/01/26ZIFF DAVIS INC
$34.6M
PANW 0.375 06/01/25PALO ALTO NETWORKS
$32.8M
ZS 0.125 07/01/25ZSCALER INC.
$32.5M
AKAM 0.375 09/01/27AKAMAI TECHNOLOGIES INC
$32.3M
BBIO 2.5 03/15/27BRIDGEBIO PHARMA INC
$32.1M
BL 0 03/15/26BLACKLINE INC
$32.0M
MSTR 0 02/15/27MICROSTRATEGY INC
$31.8M
SAVE 1 05/15/26SPIRIT AIRLINES INC
$31.4M
$29.8M
TDOC 1.25 06/01/27TELADOC HEALTH INC
$29.4M
Z 2.75 05/15/25ZILLOW GROUP INC
$29.3M
GH 0 11/15/27GUARDANT HEALTH INC
$29.3M
$28.0M
EEFT 0.75 03/15/49EURONET WORLDWIDE INC
$26.6M
$26.4M
WDC 1.5 02/01/24WESTERN DIGITAL CORP
$26.1M
CABO 0 03/15/26CABLE ONE INC
$25.9M
NET 0 08/15/26CLOUDFLARE INC
$25.7M
RNG 0 03/15/26RINGCENTRAL INC
$25.5M
NEO 1.25 05/01/25NEOGENOMICS INC
$23.9M
F 0 03/15/26FORD MOTOR COMPANY
$23.9M
$23.7M
VRNT 0.25 04/15/26VERINT SYSTEMS INC
$23.4M
CFLT 0 01/15/27CONFLUENT INC
$22.9M
$22.7M
EVH 1.5 10/15/25EVOLENT HEALTH INC
$22.3M
BSY 0.375 07/01/27BENTLEY SYSTEMS
$22.1M
BBIO 2.25 02/01/29BRIDGEBIO PHARMA INC
$22.1M
RCL 6 08/15/25ROYAL CARIBBEAN CRUISES
$22.0M
TYL 0.25 03/15/26TYLER TECHNOLOGIES INC
$22.0M
WOLF 0.25 02/15/28WOLFSPEED INC
$20.5M
W 3.25 09/15/27WAYFAIR INC
$20.0M
PEB 1.75 12/15/26PEBBLEBROOK HOTEL TRUST
$20.0M
LITE 0.5 06/15/28LUMENTUM HOLDINGS INC
$19.7M
$19.2M
NEO 0.25 01/15/28NEOGENOMICS INC
$18.5M
LARCN 1.75 01/15/27LITHIUM AMERICAS AR
$18.4M
CMRC 0.25 10/01/26BIGCOMMERCE HOLDINGS INC
$18.4M
$17.9M
CYBR 0 11/15/24CYBERARK SOFTWARE LTD
$17.8M
LITE 0.5 12/15/26LUMENTUM HOLDINGS INC
$16.2M
PRFT 0.125 11/15/26PERFICIENT INC
$16.1M
$16.1M
Z 1.375 09/01/26ZILLOW GROUP INC
$16.0M
CAKE 0.375 06/15/26CHEESECAKE FACTORY (THE)
$15.8M
$15.8M
CABO 1.125 03/15/28CABLE ONE INC
$15.6M
$15.6M
$15.0M
ENPH 0 03/01/26ENPHASE ENERGY INC
$14.9M
NCLH 5.375 08/01/25NCL CORPORATION LTD
$14.0M
GTLS 6.75 12/15/25 BCHART INDUSTRIES INC
$13.9M
$13.6M
EYE 2.5 05/15/25NATIONAL VISION HOLDINGS
$13.4M
RDFN 0 10/15/25REDFIN CORP
$13.1M
PD 1.25 07/01/25PAGERDUTY INC.
$13.1M
BILL 0 04/01/27BILL HOLDINGS INC
$12.3M
$12.0M
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