LINDEN ADVISORS LP Q1 2021 Filing

Filed May 17, 2021

Portfolio Value

$13.5B

Holdings

712

Report Date

Q1 2021

Filing Type

13F-HR

All Holdings (712 positions)

StockValue
SEA LTD 1 12/01/2024
$806.5M
BLBLFBILIBILI INC 1.375 04/01/2026
$659.5M
SNAP 0.75 08/01/26SNAP INC 0.75 08/01/2026
$608.2M
W 1 08/15/26WAYFAIR INC 1 08/15/2026
$577.4M
Z 0.75 09/01/24ZILLOW GROUP INC 0.75 09/01/2024
$453.9M
PENN 2.75 05/15/26PENN NATIONAL GAMING INC 2.75 05/15/2026
$432.7M
Z 1.375 09/01/26ZILLOW GROUP INC 1.375 09/01/2026
$410.2M
MDB 0.25 01/15/26MONGODB INC 0.25 01/15/2026
$401.1M
EXAS 0.375 03/01/28EXACT SCIENCES CORP 0.375 03/01/2028
$356.9M
Z 2.75 05/15/25ZILLOW GROUP INC 2.75 05/15/2025
$289.4M
PDD 0 12/01/25PINDUODUO INC 0 12/01/2025
$252.5M
CHGG 0.125 03/15/25CHEGG INC 0.125 03/15/2025
$215.3M
COUP 0.125 06/15/25COUPA SOFTWARE INC 0.125 06/15/2025
$215.1M
ETSY 0.125 10/01/26ETSY INC 0.125 10/01/2026
$190.7M
SPLK 1.125 09/15/25SPLUNK INC 1.125 09/15/2025
$180.2M
SPWR 4 01/15/23SUNPOWER CORP 4 01/15/2023
$171.3M
W 1.125 11/01/24WAYFAIR INC 1.125 11/01/2024
$170.0M
BANDBANDWIDTH INC 0.25 03/01/2026
$161.6M
RH 0 09/15/2024
$150.8M
GDS HOLDINGS LIMITED 2 06/01/2025
$141.0M
OKTA 0.125 09/01/25OKTA INC 0.125 09/01/2025
$136.0M
SAILPOINT TECH HOLDINGS 0.125 09/15/2024
$135.0M
EXAS 0.375 03/15/27EXACT SCIENCES CORP 0.375 03/15/2027
$132.4M
JOYY 1.375 06/15/26JOYY INC 1.375 06/15/2026
$131.0M
EVBG 0.125 12/15/24EVERBRIDGE INC 0.125 12/15/2024
$129.0M
JOYY INC 0.75 06/15/2025
$123.5M
8X8 INC 0.5 02/01/2024
$122.7M
QTWO 0.75 06/01/26Q2 HOLDINGS INC 0.75 06/01/2026
$122.6M
APOLLO CMMRL REAL EST FI 4.75 08/23/2022
$106.2M
IQ 4 12/15/26IQIYI INC 4 12/15/2026
$101.9M
LITE 0.5 12/15/26LUMENTUM HOLDINGS INC 0.5 12/15/2026
$99.2M
NUANCE COMMUNICATIONS 1.25 04/01/2025
$99.0M
WK 1.125 08/15/26WORKIVA INC 1.125 08/15/2026
$87.5M
IQIYI INC 3.75 12/01/2023
$86.7M
MOMO 1.25 07/01/25MOMO INC 1.25 07/01/2025
$83.6M
BAOZUN INC 1.625 05/01/2024
$81.4M
HLF 2.625 03/15/24HERBALIFE LTD 2.625 03/15/2024
$75.5M
MDRX 0.875 01/01/27ALLSCRIPTS HEALTHCARE SO 0.875 01/01/2027
$73.0M
SRPT 1.5 11/15/24SAREPTA THERAPEUTICS INC 1.5 11/15/2024
$71.3M
ALTAIR ENGINEERING INC 0.25 06/01/2024
$70.7M
RH 0 06/15/2023
$67.3M
APOLLO CMMRL REAL EST FI 5.375 10/15/2023
$66.2M
HASI 0 08/15/23HANNON ARMSTRONG SUSTAIN 0 08/15/2023
$63.3M
AKAM 0.125 05/01/25AKAMAI TECHNOLOGIES INC 0.125 05/01/2025
$62.5M
LPSN 0.75 03/01/24LIVEPERSON INC 0.75 03/01/2024
$60.7M
OPK 4.5 02/15/25OPKO HEALTH INC 4.5 02/15/2025
$60.3M
IQ 2 04/01/25IQIYI INC 2 04/01/2025
$58.3M
HTHT 0.375 11/01/22HUAZHU GROUP LTD 0.375 11/01/2022
$55.0M
NEO 0.25 01/15/28NEOGENOMICS INC 0.25 01/15/2028
$53.3M
INFN 2.5 03/01/27INFINERA CORP 2.5 03/01/2027
$50.7M
NVAX 3.75 02/01/23NOVAVAX INC 3.75 02/01/2023
$46.7M
ARBOR REALTY TRUST INC 4.75 11/01/2022
$46.2M
FIREEYE INC 0.875 06/01/2024
$45.5M
INVITAE CORP 2 09/01/2024
$45.4M
EVH 1.5 10/15/25EVOLENT HEALTH INC 1.5 10/15/2025
$43.8M
PRO 1 05/15/24PROS HOLDINGS INC 1 05/15/2024
$42.2M
PEB 1.75 12/15/26PEBBLEBROOK HOTEL TRUST 1.75 12/15/2026
$38.2M
HORIZON ACQUISITION COR CL A
$37.6M
TWITTER INC 0.25 06/15/2024
$37.5M
MFA FINANCIAL INC 6.25 06/15/2024
$36.5M
EZPW 2.875 07/01/24EZCORP INC 2.875 07/01/2024
$35.6M
INVA 2.5 08/15/25INNOVIVA INC 2.5 08/15/2025
$34.6M
INVA 2.125 01/15/23THERAVANCE INC 2.125 01/15/2023
$34.4M
COHN ROBBINS HOLDINGS CL A
$33.9M
GOLAR LNG LTD 2.75 02/15/2022
$32.6M
APOLLO STRATEGIC GROWTH CL A
$32.4M
BL 0.125 08/01/24BLACKLINE INC 0.125 08/01/2024
$32.3M
E MERGE TECHNOLOGY ACQUISI A
$32.0M
ZYNGA INC 0.25 06/01/2024
$31.4M
COLLEGIUM PHARMA INC 2.625 02/15/2026
$30.5M
CCIXCHURCHILL CAPITAL CORP VII
$29.9M
IRONWOOD PHARMACEUTICALS 0.75 06/15/2024
$29.9M
NORTH ATLANTIC ACQUISITION C
$28.8M
FAR PEAK ACQUISITION CORP A
$28.6M
IGACIG ACQUISITION CORP CLASS A
$28.3M
LITE 0.25 03/15/24LUMENTUM HOLDINGS INC 0.25 03/15/2024
$27.2M
GPRE 2.25 03/15/27GREEN PLAINS INC 2.25 03/15/2027
$27.0M
MCHP 0.125 11/15/24MICROCHIP TECHNOLOGY INC 0.125 11/15/2024
$26.9M
SOARING EAGLE ACQUISITION CO
$25.3M
NTNX 0 01/15/23NUTANIX INC 0 01/15/2023
$25.0M
SOCIAL CAPITAL HEDOSOPH VI A
$24.9M
GLENFARNE MERGER CORP
$24.6M
HIG ACQUISITION CORP CLASS A
$24.1M
FG NEW AMERICA ACQUISITION A
$22.2M
ENCORE CAP EUR FINANCE 4.5 09/01/2023
$22.1M
CF ACQUISITION CORP IV CL A
$21.9M
PENG 2.25 02/15/26SMART GLOBAL HOLDINGS IN 2.25 02/15/2026
$21.2M
FTAC OLYMPUS ACQ CORP A
$21.0M
SEACOR HOLDINGS INC 3.25 05/15/2030
$20.9M
PEGA 0.75 03/01/25PEGASYSTEMS INC 0.75 03/01/2025
$20.8M
BYTE ACQUISITION CORP
$20.0M
TECH AND ENERGY TRANSITION
$20.0M
MELI 2 08/15/28MERCADOLIBRE INC 2 08/15/2028
$19.7M
ABNBAIRBNB INC CLASS A
$19.5M
BURGUNDY TECHNOLOGY ACQUIS A
$19.4M
EPIPHANY TECHNOLOGY ACQ CL A
$19.1M
AKAM 0.375 09/01/27AKAMAI TECHNOLOGIES INC 0.375 09/01/2027
$19.0M
PRIAFPRIME IMPACT ACQU I CL A
$18.9M
MBVIM3 BRIGADE ACQUISITION II CO
$18.8M
ECPG 3.25 10/01/25ENCORE CAPITAL GROUP INC 3.25 10/01/2025
$18.4M
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