Fund HoldingsADVENT CAPITAL MANAGEMENT /DE/

Total Portfolio Value
$4.56B
Total Bought
$354.23M
Total Sold
$86.18M
Net Transaction
+$268.05M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
GLOBAL PAYMENTS INC(GPN)0000153,6523.37%+153,652
SPDR S&P 500 ETF Trust(SPY)(Put)7,000170,000+163,0004,10395,096+90,994
SPDR S&P 500 ETF Trust(SPY)(Call)0125,000+125,000069,924+69,924
NEXTERA ENERGY CAPITAL(NEE)000056,1371.23%+56,137
KKR & CO INC(KKR)01,136,551+1,136,551055,4151.22%+55,415
LYFT INC(LYFT)000048,3641.06%+48,364
COINBASE GLOBAL INC(COIN)000046,7861.03%+46,786
SUPER MICRO COMPUTER INC(SMCI)000038,6620.85%+38,662
MICROCHIP TECHNOLOGY INC(MCHP)0640,000+640,000032,0560.70%+32,056
WAYFAIR INC(W)0001,25032,7670.72%+31,517
WINNEBAGO INDUSTRIES(WGO)000028,2420.62%+28,242
AKAMAI TECHNOLOGIES INC(AKAM)000077,9661.71%+77,966
LUMENTUM HOLDINGS INC(LITE)000025,7710.57%+25,771
CLOUDFLARE INC(NET)000024,7350.54%+24,735
FIRSTENERGY CORP(FE)0003,82527,7840.61%+23,959
DUKE ENERGY CORP(DUK)000086,6281.90%+86,628
VENTAS REALTY LP(VTR)00099,662119,8562.63%+20,194
DIGITALOCEAN HOLDINGS(DOCN)000071,7721.57%+71,772
SHIFT4 PAYMENTS INC(FOUR)000029,5710.65%+29,571
NCL CORPORATION LTD(NCLH)00038,29455,5631.22%+17,269
TANDEM DIABETES CARE INC(TNDM)000016,0810.35%+16,081
Alibaba Group Holding Ltd(BABA)(Call)0120,000+120,000015,868+15,868
LUMENTUM HOLDINGS INC(LITE)00020,69335,6180.78%+14,924
ON SEMICONDUCTOR CORP(ON)00021,42335,9640.79%+14,541
FIVE9 INC(FIVN)000014,1760.31%+14,176
TYLER TECHNOLOGIES INC(TYL)000013,5800.30%+13,580
BRIDGEBIO PHARMA INC(BBIO)000015,1430.33%+15,143
BENTLEY SYSTEMS INC(BSY)000037,6150.83%+37,615
LUMENTUM HOLDINGS INC(LITE)000011,5240.25%+11,524
DATADOG INC(DDOG)000013,5820.30%+13,582
PARSONS CORP(PSN)000011,0270.24%+11,027
WORKIVA INC(WK)000022,5750.50%+22,575
TRANSMEDICS GROUP INC(TMDX)0007,34318,1470.40%+10,804
NCL CORPORATION LTD(NCLH)000012,5930.28%+12,593
SHOPIFY INC(SHOP)00009,9440.22%+9,944
EXPEDIA GROUP INC(EXPE)00060,86470,7131.55%+9,849
WELLS FARGO & COMPANY(WFC)0179,720+179,7200215,4004.72%+215,400
NEXTERA ENERGY INC(NEE)697,558890,515+192,95733,90242,7050.94%+8,804
FLUOR CORP(FLR)00015,90423,8270.52%+7,923
UBER TECHNOLOGIES INC(UBER)000161,447169,0663.71%+7,619
NORTHERN OIL & GAS INC(NOG)00007,5100.16%+7,510
Q2 HOLDINGS INC(QTWO)00007,5360.17%+7,536
SEAGATE HDD CAYMAN(STX)000018,5160.41%+18,516
ITRON INC(ITRI)000047,7051.05%+47,705
FRESHPET INC(FRPT)00005,1190.11%+5,119
CHART INDUSTRIES INC0177,618+177,61809,7950.21%+9,795
Broadcom Inc(AVGO)030,000+30,00005,0230.11%+5,023
TJX Cos Inc/The(TJX)(Call)040,000+40,00004,872+4,872
XOMETRY INC(XMTR)0004,4859,3050.20%+4,820
SHAKE SHACK INC(SHAK)000023,0800.51%+23,080
BOX INC(BOX)00009,0380.20%+9,038
Northrop Grumman Corp(NOC)07,000+7,00003,5840.08%+3,584
AIRBNB INC(ABNB)00039,20042,7810.94%+3,581
Dexcom Inc(DXCM)050,000+50,00003,4150.07%+3,415
NCL CORPORATION LTD(NCLH)00003,3640.07%+3,364
BANK OF AMERICA CORP0173,455+173,4550214,9034.71%+214,903
A10 Networks Inc(Put)0200,000+200,00003,268+3,268
Netflix Inc(NFLX)03,500+3,50003,2640.07%+3,264
CAPITAL SOUTHWEST CORP(CSWC)0009,21112,3900.27%+3,179
MICROSTRATEGY INC(MSTR)035,818+35,81802,9970.07%+2,997
PG&E CORP(PCG)00067,48770,4311.54%+2,944
MGP INGREDIENTS INC00005,5950.12%+5,595
Eli Lilly & Co(LLY)03,500+3,50002,8910.06%+2,891
AXON ENTERPRISE INC(AXON)00002,8380.06%+2,838
CONFLUENT INC00030,97933,7740.74%+2,795
Eaton Corp PLC(ETN)010,000+10,00002,7180.06%+2,718
NEXTERA ENERGY INC(NEE)01,777,321+1,777,321072,1821.58%+72,182
AMPHASTAR PHARMACEUTICAL(AMPH)00002,7040.06%+2,704
Valero Energy Corp(VLO)020,000+20,00002,6410.06%+2,641
TRAVERE THERAPEUTICS INC(TVTX)00002,6370.06%+2,637
PALO ALTO NETWORKS(PANW)00002,6250.06%+2,625
Parker-Hannifin Corp(PH)04,000+4,00002,4310.05%+2,431
IRHYTHM TECHNOLOGIES INC(IRTC)00002,4280.05%+2,428
Sarepta Therapeutics Inc(SRPT)036,900+36,90002,3550.05%+2,355
SoFi Technologies Inc(SOFI)(Call)0200,000+200,00002,326+2,326
M&T Bank Corp(MTB)012,000+12,00002,1450.05%+2,145
TETRA TECH INC(TTEK)00028,55930,6630.67%+2,103
UNITY SOFTWARE INC(U)0006,0488,0930.18%+2,045
CERENCE INC00001,9220.04%+1,922
PEBBLEBROOK HOTEL TRUST(PEB)00021,50423,3320.51%+1,829
REDWOOD TRUST INC00001,7770.04%+1,777
STARWOOD PROPERTY TRUST(STWD)00001,5890.03%+1,589
PG&E Corp(PCG)079,368+79,36801,3640.03%+1,364
BRIGHTSPRING HEALTH SERV(BTSG)099,321+99,32106,4960.14%+6,496
JAZZ INVESTMENTS I LTD(JAZZ)00004,1140.09%+4,114
Diamondback Energy Inc(FANG)19,00025,000+6,0003,1133,9970.09%+884
BURLINGTON STORES INC(BURL)00013,94714,8160.32%+869
Zoetis Inc(ZTS)15,00020,000+5,0002,4443,2930.07%+849
HubSpot Inc(HUBS)(Call)01,000+1,0000571+571
General Electric Co(GE)16,00016,00002,6693,2020.07%+534
Lowe's Cos Inc(LOW)15,00018,000+3,0003,7024,1980.09%+496
OppFi Inc(Put)050,000+50,0000465+465
EXACT SCIENCES CORP00001,9700.04%+1,970
MIDDLEBY CORP(MIDD)00005,0240.11%+5,024
SPIRIT AEROSYSTEMS INC
NOTE
0008151,1630.03%+349
FTAI Aviation Ltd(FTAI)(Call)03,000+3,0000333+333
GameStop Corp(GME)013,900+13,90003100.01%+310
REDFIN CORP
NOTE
00017,96318,2530.40%+290
VARONIS SYSTEM INC(VRNS)00002670.01%+267
M/A-COM TECH SOLUTIONS(MTSI)00002550.01%+255
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