Fund Holdings — ADVENT CAPITAL MANAGEMENT /DE/

Total Portfolio Value
$4.45B
Total Bought
$171.48M
Total Sold
$130.82M
Net Transaction
+$40.66M
Filing Period:
Securities
▲▼
SharesValue ($K)
Q2 2025
▲▼
Q3 2025
▲▼
Change
▲▼
Q2 2025
▲▼
Q3 2025
▲▼
Weight (%)
▲▼
Change
▲▼
PROGRESS SOFTWARE CORP(PRGS)000065,1631.46%+65,163
NEXTERA ENERGY INC(NEE)944,5512,119,534+1,174,98344,371105,4392.37%+61,068
BOX INC(BOX)000055,2771.24%+55,277
SNOWFLAKE INC(SNOW)000038,4510.86%+38,451
RIVIAN AUTO INC(RIVN)0004,43835,6790.80%+31,241
BRUKER CORP(BRKR)0112,520+112,520030,5580.69%+30,558
LANTHEUS HOLDINGS INC(LNTH)00027,11655,1551.24%+28,039
VERTEX INC(VERX)0005,60531,1670.70%+25,562
UPWORK INC(UPWK)0005,73031,2300.70%+25,500
PPL CAPITAL FUNDING INC(PPL)00063,27388,0901.98%+24,817
JAZZ INVESTMENTS I LTD(JAZZ)000022,0350.49%+22,035
VENTAS REALTY LP(VTR)000111,914133,1102.99%+21,196
Q2 HOLDINGS INC(QTWO)00019,65639,4110.89%+19,754
SOUTHERN CO(SO)00030,39048,5471.09%+18,157
BANK OF AMERICA CORP172,838176,506+3,668207,124223,2765.02%+16,152
AEROVIRONMENT INC(AVAV)000015,6740.35%+15,674
EVOLENT HEALTH INC(EVH)000014,4260.32%+14,426
ARRAY TECHNOLOGIES INC(ARRY)00093414,6460.33%+13,712
CENTERPOINT ENERGY INC(CNP)00044,66357,9331.30%+13,270
MERITAGE HOMES CORP(MTH)000101,859114,8742.58%+13,015
UBER TECHNOLOGIES INC(UBER)000171,876184,7274.15%+12,851
CMS ENERGY CORP(CMS)00073,35485,3121.92%+11,958
SSR MINING INC0001,09811,3720.26%+10,274
TETRA TECH INC(TTEK)00038,64348,6321.09%+9,989
NEXTERA ENERGY CAPITAL(NEE)00058,91868,8861.55%+9,968
ALIBABA GROUP HOLDING(BABA)00026,52335,8100.80%+9,287
EXPEDIA GROUP INC(EXPE)00058,59867,3391.51%+8,741
SHOPIFY INC(SHOP)0008,65917,0630.38%+8,404
SHAKE SHACK INC(SHAK)00016,82325,0890.56%+8,265
EVERGY INC(EVRG)00008,1920.18%+8,192
SOLARIS ENERGY INFRASTRU(SEI)0004,16011,8100.27%+7,650
FIVE9 INC(FIVN)00037,31444,7321.00%+7,417
BRIDGEBIO PHARMA INC(BBIO)00014,35821,4360.48%+7,078
SHIFT4 PAYMENTS INC(FOUR)174,538284,030+109,49219,97526,4960.60%+6,521
JETBLUE AIRWAYS CORP(JBLU)00006,4020.14%+6,402
SOFI TECHNOLOGIES INC(SOFI)00005,8050.13%+5,805
HAEMONETICS CORP(HAE)00021,59127,2940.61%+5,704
STRIDE INC(LRN)00005,6900.13%+5,690
FRESHPET INC(FRPT)0004,0939,7600.22%+5,667
THE REALREAL INC(REAL)00005,5520.12%+5,552
FORD MOTOR COMPANY(F)00022,39127,9280.63%+5,537
TYLER TECHNOLOGIES INC(TYL)00034,93640,4280.91%+5,493
WELLS FARGO & COMPANY(WFC)180,009175,046-4,963210,770215,8334.85%+5,062
HP ENTERPRISE CO(HPE)226,056270,147+44,09113,24318,2950.41%+5,052
APOLLO GLOBAL MANAGEMENT(APO)1,175,1941,320,670+145,47687,69892,4352.08%+4,738
QXO INC(QXO)80,000174,000+94,0004,9229,5330.21%+4,612
ENPHASE ENERGY INC(ENPH)00017,50121,9430.49%+4,442
TRIP.COM GROUP LTD(TCOM)00018,06522,2750.50%+4,210
STRATEGY INC(MSTR)0001,4005,4190.12%+4,019
STRATEGY INC(MSTR)39,81893,238+53,4204,8188,5260.19%+3,708
DUKE ENERGY CORP(DUK)00097,232100,9312.27%+3,699
TXNM ENERGY INC(TXNM)0009,00712,6010.28%+3,594
FIRST MAJESTIC SILVER(AG)0001,3444,8950.11%+3,550
Spotify Technology SA(SPOT)05,000+5,00003,4900.08%+3,490
PENNYMAC CORP(PMT)00026,04429,5040.66%+3,460
TRAVERE THERAPEUTICS INC(TVTX)00019,46222,8550.51%+3,392
Bristol-Myers Squibb Co(BMY)075,000+75,00003,3830.08%+3,383
Medtronic PLC(MDT)035,000+35,00003,3330.07%+3,333
ALARM.COM HLDGS INC(ALRM)00013,58616,9010.38%+3,316
CHEESECAKE FACTORY (THE)(CAKE)00003,1760.07%+3,176
NEW MOUNTAIN FINANCE COR(NMFC)0007,43410,5580.24%+3,124
MICROCHIP TECHNOLOGY INC(MCHP)441,925549,710+107,78529,37832,3540.73%+2,976
CERENCE INC(CRNC)0001,6214,5880.10%+2,967
Delta Air Lines Inc(DAL)050,000+50,00002,8380.06%+2,838
Eaton Corp PLC(ETN)3,00010,000+7,0001,0713,7430.08%+2,672
ADVANCED ENERGY IND(AEIS)00002,5500.06%+2,550
Cummins Inc(CMI)06,000+6,00002,5340.06%+2,534
GREEN PLAINS INC(GPRE)00002,5210.06%+2,521
BOEING CO/THE798,119819,770+21,65153,93256,3951.27%+2,463
ITRON INC(ITRI)0005,9408,3840.19%+2,444
PG&E CORP(PCG)394,260437,794+43,53414,77717,1970.39%+2,420
Royal Caribbean Cruises Ltd
COM
07,000+7,00002,2650.05%+2,265
Vertiv Holdings Co(VRT)015,000+15,00002,2630.05%+2,263
GOSSAMER BIO INC(GOSS)0005262,7780.06%+2,252
SHIFT4 PAYMENTS INC(FOUR)0002,5354,7000.11%+2,165
IMMUNOCORE HOLDINGS(IMCR)00001,9030.04%+1,903
HALOZYME THERAPEUTICS IN(HALO)00010,00011,8160.27%+1,816
Amazon.com Inc(AMZN)10,00018,000+8,0002,1943,9520.09%+1,758
STARWOOD PROPERTY TRUST(STWD)0001,6083,1820.07%+1,575
WEC ENERGY GROUP INC(WEC)00023,07024,5160.55%+1,446
CELCUITY INC(CELC)00001,3060.03%+1,306
UGI CORP(UGI)0005,9187,0550.16%+1,137
VERITONE INC(VERI)0004681,5320.03%+1,064
BLOCK INC(XYZ)00026,03727,1000.61%+1,063
BOFA FINANCE LLC(BAC)0006,6837,7160.17%+1,034
Diamondback Energy Inc(FANG)25,00030,000+5,0003,4354,2930.10%+858
PINNACLE WEST CAPITAL(PNW)00008500.02%+850
Advent Convertible Bond ETF
ADVENT CONV BD
990,000990,000025,86226,6310.60%+769
DeFi Development Corp(DFDV)050,000+50,00007660.02%+766
SEAGATE HDD CAYMAN(STX)0002,0272,7380.06%+711
LITHIUM ARGENTINA AG(LAR)0004,9955,6890.13%+694
BOX INC(BOX)0005,6226,2930.14%+671
WORKIVA INC(WK)00012,18412,7680.29%+584
HubSpot Inc(HUBS)01,000+1,00004680.01%+468
RAPID7 INC(RPD)0004,3454,7260.11%+381
NUTANIX INC(NTNX)00003680.01%+368
XOMETRY INC(XMTR)0004,0394,3660.10%+328
Amgen Inc(AMGN)15,00016,000+1,0004,1884,5150.10%+327
M/A-COM TECH SOLUTIONS(MTSI)0003506450.01%+296
EQUINOX GOLD CORP(EQX)00002880.01%+288
Page 1 of 3
ADVENT CAPITAL MANAGEMENT /DE/ — 13F Holdings — Q3 2025 | TickerTrail