ADVENT CAPITAL MANAGEMENT /DE/ Q4 2023 Filing

Filed February 13, 2024

Portfolio Value

$4.4T

Holdings

183

Report Date

Q4 2023

Filing Type

13F-HR

All Holdings (183 positions)

StockValue
WFC 7.5 PERP LWELLS FARGO & COMPANY
$232.4B
BAC 7.25 PERP LBANK OF AMERICA CORP
$224.1B
LUV 1.25 05/01/25SOUTHWEST AIRLINES CO
$117.4B
AFRM 0 11/15/26AFFIRM HOLDINGS INC
$99.9B
SRPT 1.25 09/15/27SAREPTA THERAPEUTICS INC
$98.9B
AAL 6.5 07/01/25AMERICAN AIRLINES GROUP
$85.5B
BKNG 0.75 05/01/25BOOKING HOLDINGS INC
$84.8B
NEE 6.926 09/01/25NEXTERA ENERGY INC
$83.9B
NCLH 1.125 02/15/27NCL CORPORATION LTD
$80.4B
$78.8B
EXPE 0 02/15/26EXPEDIA GROUP INC
$77.7B
EXAS 0.375 03/01/28EXACT SCIENCES CORP
$70.9B
APO 6.75 07/31/26APOLLO GLOBAL MANAGEMENT
$66.9B
DOCN 0 12/01/26DIGITALOCEAN HOLDINGS
$66.1B
W 1 08/15/26WAYFAIR INC
$65.9B
PXD 0.25 05/15/25PIONEER NATURAL RESOURCE
$64.9B
FOUR 0 12/15/25SHIFT4 PAYMENTS INC
$61.0B
$60.9B
PTON 0 02/15/26PELOTON INTERACTIVE INC
$60.3B
VAC 3.25 12/15/27MARRIOTT VACATION WORLDW
$60.1B
ARRY 1 12/01/28ARRAY TECHNOLOGIES INC
$57.2B
UBER 0 12/15/25UBER TECHNOLOGIES INC
$57.0B
BL 0 03/15/26BLACKLINE INC
$56.5B
F 0 03/15/26FORD MOTOR COMPANY
$56.1B
ALNY 1 09/15/27ALNYLAM PHARMACEUTICALS
$54.0B
HALO 1 08/15/28HALOZYME THERAPEUTICS IN
$52.2B
ENPH 0 03/01/28ENPHASE ENERGY INC
$51.0B
DKNG 0 03/15/28DRAFTKINGS HOLDINGS INC
$49.5B
BSY 0.125 01/15/26BENTLEY SYSTEMS INC
$49.5B
U 0 11/15/26UNITY SOFTWARE INC
$46.8B
$45.2B
JAZZ 2 06/15/26JAZZ INVESTMENTS I LTD
$44.3B
MSTR 0 02/15/27MICROSTRATEGY INC
$43.3B
ZD 1.75 11/01/26ZIFF DAVIS INC
$42.9B
WOLF 1.875 12/01/29WOLFSPEED INC
$41.6B
AYX 1 08/01/26ALTERYX INC
$39.1B
COIN 0.5 06/01/26COINBASE GLOBAL INC
$35.8B
Z 2.75 05/15/25ZILLOW GROUP INC
$33.8B
ENV 2.625 12/01/27ENVESTNET INC
$33.7B
PODD 0.375 09/01/26INSULET CORPORATION
$33.6B
GTLS 6.75 12/15/25 BCHART INDUSTRIES INC
$33.5B
NMFC 7.5 10/15/25NEW MOUNTAIN FINANCE COR
$33.3B
$33.3B
AKAM 0.375 09/01/27AKAMAI TECHNOLOGIES INC
$32.6B
BMRN 1.25 05/15/27BIOMARIN PHARMACEUTICAL
$32.4B
LNTH 2.625 12/15/27LANTHEUS HOLDINGS INC
$31.9B
TDOC 1.25 06/01/27TELADOC HEALTH INC
$31.9B
ZS 0.125 07/01/25ZSCALER INC.
$31.2B
BBIO 2.25 02/01/29BRIDGEBIO PHARMA INC
$30.4B
GH 0 11/15/27GUARDANT HEALTH INC
$30.2B
BBIO 2.5 03/15/27BRIDGEBIO PHARMA INC
$30.2B
RNG 0 03/15/26RINGCENTRAL INC
$30.0B
W 3.25 09/15/27WAYFAIR INC
$29.7B
$29.6B
FOUR 0.5 08/01/27SHIFT4 PAYMENTS INC
$28.2B
$28.1B
$27.7B
EEFT 0.75 03/15/49EURONET WORLDWIDE INC
$27.5B
CABO 0 03/15/26CABLE ONE INC
$27.4B
$27.1B
HAE 0 03/01/26HAEMONETICS CORP
$26.4B
BILL 0 12/01/25BILL HOLDINGS INC
$26.2B
CFLT 0 01/15/27CONFLUENT INC
$26.0B
$25.8B
PANW 0.375 06/01/25PALO ALTO NETWORKS
$25.5B
BE 2.5 08/15/25BLOOM ENERGY CORP
$25.1B
LITE 0.5 06/15/28LUMENTUM HOLDINGS INC
$24.2B
$24.1B
RCL 6 08/15/25ROYAL CARIBBEAN CRUISES
$23.7B
WOLF 0.25 02/15/28WOLFSPEED INC
$23.3B
NEO 0.25 01/15/28NEOGENOMICS INC
$23.2B
BSY 0.375 07/01/27BENTLEY SYSTEMS
$22.8B
NEO 1.25 05/01/25NEOGENOMICS INC
$21.6B
VRNT 0.25 04/15/26VERINT SYSTEMS INC
$21.2B
$20.6B
CYBR 0 11/15/24CYBERARK SOFTWARE LTD
$20.0B
CNPCenterPoint Energy Inc
$19.6B
Z 1.375 09/01/26ZILLOW GROUP INC
$19.2B
CAKE 0.375 06/15/26CHEESECAKE FACTORY (THE)
$19.0B
CYTK 3.5 07/01/27CYTOKINETICS INC
$18.5B
PENN 2.75 05/15/26PENN ENTERTAINMENT INC
$17.4B
$15.6B
PRFT 0.125 11/15/26PERFICIENT INC
$15.6B
EVH 1.5 10/15/25EVOLENT HEALTH INC
$14.8B
CNK 4.5 08/15/25CINEMARK HOLDINGS INC
$14.7B
CABO 1.125 03/15/28CABLE ONE INC
$14.5B
$14.3B
NCLH 5.375 08/01/25NCL CORPORATION LTD
$14.3B
BILL 0 04/01/27BILL HOLDINGS INC
$13.2B
$12.9B
LARCN 1.75 01/15/27LITHIUM AMERICAS AR
$12.7B
$12.5B
NOG 3.625 04/15/29NORTHERN OIL AND GAS INC
$11.8B
AESCAES CORP/THE
$11.8B
WOLF 1.75 05/01/26WOLFSPEED INC
$10.9B
EYE 2.5 05/15/25NATIONAL VISION HOLDINGS
$10.7B
HOUS 0.25 06/15/26REALOGY GROUP/CO-ISSUER
$10.6B
CHEF 2.375 12/15/28CHEFS' WAREHOUSE THE
$10.5B
$10.4B
$10.1B
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