LINDEN ADVISORS LP Q1 2025 Filing

Filed May 15, 2025

Portfolio Value

$14.7B

Holdings

307

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (307 positions)

StockValue
LPSN 0 12/15/26LIVEPERSON INC 0 12/15/2026
$39.2B
NOTV 3.25 10/15/27INOTIV INC 3.25 10/15/2027
$10.5B
NABORS ENERGY TRANSITI CW
$855.0M
MSTRMICROSTRATEGY INC 0.625 03/15/2030 144A
$545.4M
WDC 3 11/15/28WESTERN DIGITAL CORP 3 11/15/2028
$490.5M
BACQBLEICHROEDER ACQUISITION COR
$477.8M
EVACEQV VENTURES ACQUISITION
$406.2M
SMCI 3.5 03/01/29SUPER MICRO COMPUTER INC NOTE 3.50 3/1/2029
$381.1M
PGACAIFEEX NEXUS ACQUISITION COR
$352.5M
ARES ACQUISITION CORP II 28
$345.8M
JACSJACKSON ACQUISITION CO II
$325.0M
COIN 0.25 04/01/30COINBASE GLOBAL INC 0.25 04/01/2030 144A
$314.0M
PCG 4.25 12/01/27PG&E CORP 4.25 12/01/2027
$303.6M
LI 0.25 05/01/28LI AUTO INC 0.25 05/01/2028
$300.1M
CFLT 0 01/15/27CONFLUENT INC 0 01/15/2027
$293.0M
INSM 0.75 06/01/28INSMED INC 0.75 06/01/2028
$278.6M
SIRI 3.75 03/15/28LIBERTY MEDIA CORP 3.75 03/15/2028
$274.6M
KFIIK&F GROWTH ACQUISITION CORP
$249.8M
X 5 11/01/26UNITED STATES STEEL CORP 5 11/01/2026
$245.5M
SBXDSILVERBOX CORP IV A 29
$238.7M
MMYT 0 02/15/28MAKEMYTRIP LIMITED 0 02/15/2028
$238.0M
HVIIUHENNESSY CAPITAL INVESTMENT
$236.8M
RANGRANGE CAPITAL ACQUISITION CO
$230.7M
DKNG 0 03/15/28DRAFTKINGS HOLDINGS INC 0 03/15/2028
$224.5M
LITE 0.5 06/15/28LUMENTUM HOLDINGS INC 0.5 06/15/2028
$224.4M
ZTO 1.5 09/01/27ZTO EXPRESS KY INC 1.5 09/01/2027
$217.2M
BEAGBOLD EAGLE ACQUISITION CORP
$201.6M
ASND 2.25 04/01/28ASCENDIS PHARMA A/S 2.25 04/01/2028
$201.1M
GRAFGRAF GLOBAL CORP 29
$200.1M
CYTK 3.5 07/01/27CYTOKINETICS INC 3.5 07/01/2027
$198.9M
MRNOMURANO GLOBAL BV 28
$198.2M
FIVN 1 03/15/29FIVE9 INC 1 03/15/2029
$192.8M
TMDX 1.5 06/01/28TRANSMEDICS GROUP INC 1.5 06/01/2028
$189.1M
IRTC 1.5 09/01/29IRHYTHM TECHNOLOGIES INC 1.5 09/01/2029
$186.6M
LYV 3.125 01/15/29LIVE NATION ENTERTAINMEN 3.125 01/15/2029
$166.9M
AGRICULTURE & NATURAL SOLU W
$160.7M
ETHMDYNAMIX CORP 29
$158.1M
SMTC 1.625 11/01/27SEMTECH CORP 1.625 11/01/2027
$156.7M
LITE 0.5 12/15/26LUMENTUM HOLDINGS INC 0.5 12/15/2026
$153.7M
MLACMOUNTAIN LAKE ACQUISITION CO
$153.1M
ALDFALDEL FINANCIAL II INC 29
$152.6M
CRMLCRITICAL METALS CORP 28
$148.8M
VAC 3.25 12/15/27MARRIOTT VACATION WORLDW 3.25 12/15/2027
$147.3M
RPD 0.25 03/15/27RAPID7 INC 0.25 03/15/2027
$144.2M
ETSY 0.125 09/01/27ETSY INC 0.125 09/01/2027
$143.7M
SRPT 1.25 09/15/27SAREPTA THERAPEUTICS INC 1.25 09/15/2027
$142.5M
DOCN 0 12/01/26DIGITALOCEAN HOLDINGS 0 12/01/2026
$139.3M
VSH 2.25 09/15/30VISHAY INTERTECHNOLOGY 2.25 09/15/2030
$138.9M
EXAS 0.375 03/15/27EXACT SCIENCES CORP 0.375 03/15/2027
$138.1M
TNDM 1.5 03/15/29 2024TANDEM DIABETES CARE INC 1.5 03/15/2029 144A
$137.3M
CNMD 2.25 06/15/27CONMED CORP 2.25 06/15/2027
$132.7M
HTHT 3 05/01/26H WORLD GROUP LTD 3 05/01/2026
$128.9M
PRGS 3.5 03/01/30PROGRESS SOFTWARE CORP 3.5 03/01/2030
$128.3M
SVCCUSTELLAR V CAPITAL CORPCL 29
$127.8M
MSTR 0.875 03/15/31MICROSTRATEGY INC 0.875 03/15/2031
$127.0M
LYFT 0.625 03/01/29LYFT INC 0.625 03/01/2029
$124.3M
BE 3 06/01/28BLOOM ENERGY CORP 3 06/01/2028
$123.4M
BBIO 2.25 02/01/29BRIDGEBIO PHARMA INC 2.25 02/01/2029
$123.2M
ETSY 0.25 06/15/28ETSY INC 0.25 06/15/2028
$122.9M
VAC 0 01/15/26MARRIOTT VACATION WORLDW 0 01/15/2026
$122.0M
COLL 2.875 02/15/29COLLEGIUM PHARMA INC 2.875 02/15/2029
$121.4M
CNP 4.25 08/15/26CENTERPOINT ENERGY INC 4.25 08/15/2026
$120.9M
EXAS 0.375 03/01/28EXACT SCIENCES CORP 0.375 03/01/2028
$119.2M
LRN 1.125 09/01/27STRIDE INC 1.125 09/01/2027
$118.4M
IDCC 3.5 06/01/27INTERDIGITAL INC 3.5 06/01/2027
$116.8M
LITE 1.5 12/15/29LUMENTUM HOLDINGS INC 1.5 12/15/2029
$113.2M
CSGS 3.875 09/15/28CSG SYSTEMS INTERNATIONA 3.875 09/15/2028
$112.8M
LPBBLAUNCH TWO ACQUISITION 29
$112.3M
PSN 2.625 03/01/29PARSONS CORP 2.625 03/01/2029
$110.0M
PI 1.125 05/15/27IMPINJ INC 1.125 05/15/2027
$109.3M
PD 1.5 10/15/28 *PAGERDUTY Inc 1.5 10/15/2028
$106.1M
EVRG 4.5 12/15/27EVERGY INC 4.5 12/15/2027
$105.9M
ENPH 0 03/01/28ENPHASE ENERGY INC 0 03/01/2028
$104.4M
EVH 3.5 12/01/29EVOLENT HEALTH INC 3.5 12/01/2029
$102.6M
ENOV 3.875 10/15/28ENOVIS CORP 3.875 10/15/2028
$100.5M
CAMT 0 12/01/26CAMTEK LTD/ISRAEL 0 12/01/2026
$100.4M
TDOC 1.25 06/01/27TELADOC HEALTH INC 1.25 06/01/2027
$99.2M
VECO 2.875 06/01/29VEECO INSTRUMENTS INC 2.875 06/01/2029
$98.5M
CSIQ 2.5 10/01/25CANADIAN SOLAR INC 2.5 10/01/2025
$97.6M
FVRR 0 11/01/25FIVERR INTERNATIONAL LTD 0 11/01/2025
$96.4M
TVTX 2.25 03/01/29TRAVERE THERAPEUTICS INC 2.25 03/01/2029
$93.8M
TALKWTALKSPACE INC CW25
$92.8M
NEWBURY STREET II ACQ 29
$91.6M
PEB 1.75 12/15/26PEBBLEBROOK HOTEL TRUST 1.75 12/15/2026
$91.3M
WK 1.25 08/15/28WORKIVA INC 1.25 08/15/2028
$89.5M
CABO 0 03/15/26CABLE ONE INC 0 03/15/2026
$89.2M
HALO 0.25 03/01/27HALOZYME THERAPEUTICS IN 0.25 03/01/2027
$88.5M
CRGOFREIGHTOS LTD CW28
$87.8M
CALY 2.75 05/01/26TOPGOLF CALL BRAN CORP 2.75 05/01/2026
$87.0M
JAMF 0.125 09/01/26JAMF HOLDING CORP 0.125 09/01/2026
$86.0M
LIVN 2.5 03/15/29LIVANOVA PLC 2.5 03/15/2029
$86.0M
HYACHAYMAKER ACQUISITION CORP 28
$85.5M
GH 1.25 02/15/31GUARDANT HEALTH INC 1.25 02/15/2031
$84.8M
AMPH 2 03/15/29AMPHASTAR PHARMACEUTICAL 2 03/15/2029
$82.5M
RUN 4 03/01/30SUNRUN INC 4 03/01/2030 144A
$82.3M
LNTH 2.625 12/15/27LANTHEUS HOLDINGS INC 2.625 12/15/2027
$82.0M
ENPH 0 03/01/26ENPHASE ENERGY INC 0 03/01/2026
$81.5M
SPHR 3.5 12/01/28SPHERE ENTERTAINMENT CO 3.5 12/01/2028
$80.8M
BIIIBLACK SPADE ACQUISITION 30
$79.2M
VCICVINE HILL CAPITAL CLASS A 2
$78.8M
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