Fund HoldingsCAMDEN ASSET MANAGEMENT L P /CA

Total Portfolio Value
$4.27B
Total Bought
$91.98M
Total Sold
$49.67M
Net Transaction
+$42.32M
Filing Period:
Securities
SharesValue ($K)
Q1 2025
Q2 2025
Change
Q1 2025
Q2 2025
Weight (%)
Change
BLACKLINE INC NOTE 1.000PERCENT 6/0 ADDED(BL)000090,4052.12%+90,405
WEC ENERGY GROUP INC NOTE 4.375PERCENT 6/0 ADDED(WEC)000078,0031.83%+78,003
WEC ENERGY GROUP INC NOTE 4.375PERCENT 6/0 ADDED(WEC)000068,5891.61%+68,589
HAEMONETICS CORP MASS NOTE 2.500PERCENT 6/0 ADDED(HAE)000056,2721.32%+56,272
BANK AMERICA CORP 7.25PERCENTCNV PFD L76,010119,488+43,47894,014145,0343.40%+51,020
MKS INC. NOTE 1.250PERCENT 6/0 ADDED(MKSI)000045,8511.07%+45,851
PINNACLE WEST CAP CORP NOTE 4.750PERCENT 6/1 ADDED(PNW)000041,9420.98%+41,942
FORD MTR CO NOTE 3/1(F)000179,615216,5935.07%+36,978
WELLS FARGO CO NEW PERP PFD CNV A(WFC)2,31431,256+28,9422,78036,6680.86%+33,888
ITRON INC NOTE 1.375PERCENT 7/1 ADDED(ITRI)000030,9730.73%+30,973
MICROCHIP TECHNOLOGY INC. NOTE 0.750PERCENT 6/0 ADDED(MCHP)000029,7060.70%+29,706
EVERGY INC NOTE 4.500PERCENT12/1(EVRG)000144,627167,1173.91%+22,490
SEAGATE HDD CAYMAN NOTE 3.500PERCENT 6/0(STX)00054,94076,3121.79%+21,372
SOUTHERN CO NOTE 4.500PERCENT 6/1 ADDED(SO)000017,6440.41%+17,644
ALARM COM HLDGS INC NOTE 2.250PERCENT 6/0 ADDED(ALRM)000017,4160.41%+17,416
PTC THERAPEUTICS INC NOTE 1.500PERCENT 9/1(PTCT)000017,2780.40%+17,278
TELADOC HEALTH INC NOTE 1.250PERCENT 6/0(TDOC)0009,67826,7350.63%+17,057
HALOZYME THERAPEUTICS INC NOTE 1.000PERCENT 8/1(HALO)00061,33677,3761.81%+16,039
EXPEDIA GROUP INC NOTE 2/1(EXPE)00073,76889,3722.09%+15,604
UNITY SOFTWARE INC NOTE 11/1(U)00027,63641,7800.98%+14,144
DAYFORCE INC NOTE 0.250PERCENT 3/100056,18069,4821.63%+13,303
ON SEMICONDUCTOR CORP NOTE 0.500PERCENT 3/0(ON)00030,16142,3660.99%+12,205
EXACT SCIENCES CORP NOTE 0.375PERCENT 3/000017,55029,6240.69%+12,074
WESTERN DIGITAL CORP NOTE 3.000PERCENT11/1(WDC)00028,64639,9840.94%+11,338
AMC NETWORKS INC NOTE 4.250PERCENT 2/1 ADDED000011,1980.26%+11,198
WORLD KINECT CORPORATION NOTE 3.250PERCENT 7/0(WKC)00053,53463,1871.48%+9,653
LUMENTUM HLDGS INC NOTE 1.500PERCENT12/1(LITE)00025,90935,3470.83%+9,438
CINEMARK HLDGS INC NOTE 4.500PERCENT 8/1(CNK)00033,67240,9050.96%+7,233
NEXTERA ENERGY INC UNIT 06/01/2027(NEE)0150,000+150,00007,0770.17%+7,077
ETSY INC NOTE 0.250PERCENT 6/1(ETSY)00048,56855,4611.30%+6,893
UBER TECHNOLOGIES INC NOTE 0.875PERCENT12/0(UBER)00060,54566,8131.56%+6,268
IMMUNOCORE HLDGS PLC NOTE 2.500PERCENT 2/0(IMCR)00013,64219,4020.45%+5,761
AIRBNB INC NOTE 3/1(ABNB)000159,879165,2293.87%+5,350
SNAP INC NOTE 5/0(SNAP)00050,57655,8831.31%+5,307
DEXCOM INC NOTE 0.375PERCENT 5/1(DXCM)00058,07163,0621.48%+4,991
CHEFS WHSE INC NOTE 2.375PERCENT12/1(CHEF)00036,61241,0740.96%+4,462
IONIS PHARMACEUTICALS INC NOTE 1.750PERCENT 6/1(IONS)00074,31178,3471.83%+4,036
LIVE NATION ENTERTAINMENT IN NOTE 3.125PERCENT 1/1(LYV)00036,09239,8980.93%+3,805
PROGRESS SOFTWARE CORP NOTE 3.500PERCENT 3/0(PRGS)00034,75738,2820.90%+3,525
VISHAY INTERTECHNOLOGY INC NOTE 2.250PERCENT 9/1(VSH)00018,49321,9320.51%+3,439
AKAMAI TECHNOLOGIES INC NOTE 1.125PERCENT 2/1(AKAM)00014,70117,9600.42%+3,259
BLOOM ENERGY CORP NOTE 3.000PERCENT 6/0(BE)00012,83616,0100.37%+3,174
BLOCK INC NOTE 5/0(XYZ)00040,03542,6031.00%+2,568
CABLE ONE INC NOTE 1.125PERCENT 3/10004,5617,1230.17%+2,562
SHOPIFY INC NOTE 0.125PERCENT11/0(SHOP)00079,11081,5301.91%+2,419
ADVANCED ENERGY INDS NOTE 2.500PERCENT 9/1(AEIS)0006,2878,6190.20%+2,332
SHAKE SHACK INC NOTE 3/0(SHAK)00036,46038,7630.91%+2,304
WINNEBAGO INDS INC NOTE 3.250PERCENT 1/1(WGO)00014,63216,8110.39%+2,179
DIGITALOCEAN HLDGS INC NOTE 12/0(DOCN)00048,21750,2471.18%+2,031
TETRA TECH INC NEW DBCV 2.250PERCENT 8/1(TTEK)00051,51653,4951.25%+1,979
FLUOR CORP NOTE 1.125PERCENT 8/1(FLR)00024,27826,0430.61%+1,765
WOLFSPEED INC NOTE 1.875PERCENT12/0(WOLF)00011,33613,0490.31%+1,714
INNOVIVA INC NOTE 2.125PERCENT 3/1(INVA)00024,46926,0370.61%+1,568
FIVE9 INC NOTE 1.000PERCENT 3/1(FIVN)00018,90320,2580.47%+1,355
PEBBLEBROOK HOTEL TR NOTE 1.750PERCENT12/1(PEB)00031,38532,6860.77%+1,300
EPR PPTYS PFD C CV 5.75PERCENT(EPR)546,740546,740012,73414,0070.33%+1,274
WORKIVA INC NOTE 1.250PERCENT 8/1(WK)00021,77122,6020.53%+831
ENPHASE ENERGY INC NOTE 3/0(ENPH)00017,26118,0680.42%+807
UPWORK INC NOTE 0.250PERCENT 8/1(UPWK)00068,00568,7131.61%+708
BLOCK INC NOTE 0.250PERCENT11/0(XYZ)00044,85445,4911.07%+637
XEROX HOLDINGS CORP NOTE 3.750PERCENT 3/100035,59536,1210.85%+526
TANDEM DIABETES CARE INC NOTE 1.500PERCENT 3/1(TNDM)00013,16013,4430.31%+283
EPR PPTYS CONV PFD 9PERCENT SR E(EPR)177,343177,34305,3425,5560.13%+215
DROPBOX INC NOTE 3/0(DBX)0004,3054,4880.11%+183
ALARM COM HLDGS INC NOTE 1/1(ALRM)0004,4174,4840.10%+67
AKAMAI TECHNOLOGIES INC NOTE 0.375PERCENT 9/0(AKAM)0003,4323,4580.08%+26
CORE SCIENTIFIC INC NEW W EXP 01/23/202(CORZ)000000
OKTA INC NOTE 0.375PERCENT 6/1(OKTA)00044,16644,1661.03%0
EL PASO ENERGY CAP TR I PFD CV TR SEC 28(KMI)1,139,4791,133,344-6,13555,51555,4661.30%-50
EVENTBRITE INC NOTE 0.750PERCENT 9/100012,21112,1440.28%-67
JBT MAREL CORPORATION NOTE 0.250PERCENT 5/1(JBTM)00027,83127,7380.65%-93
GLOBAL PMTS INC NOTE 1.500PERCENT 3/0(GPN)0003,8393,6880.09%-151
UBER TECHNOLOGIES INC NOTE 12/1(UBER)00083,48182,9651.94%-516
AMPHASTAR PHARMACEUTICALS IN NOTE 2.000PERCENT 3/1(AMPH)00024,38923,7210.56%-669
ENVISTA HOLDINGS CORPORATION NOTE 1.750PERCENT 8/1(NVST)00032,43431,6280.74%-806
CONMED CORP NOTE 2.250PERCENT 6/1(CNMD)00044,08643,1101.01%-976
PAGERDUTY INC NOTE 1.500PERCENT10/100049,72348,7001.14%-1,023
LANTHEUS HLDGS INC NOTE 2.625PERCENT12/1(LNTH)00019,74017,7660.42%-1,974
ZIFF DAVIS INC DEBT 3.625PERCENT 3/0(ZD)00034,20030,4940.71%-3,707
SPOTIFY USA INC NOTE 3/1(SPOT)00084,26579,0471.85%-5,217
PAR TECHNOLOGY CORP NOTE 1.500PERCENT10/10005,8580-5,858
AMERICAN AIRLINES GROUP INC NOTE 6.500PERCENT 7/0(AAL)0006,0340-6,034
VENTAS RLTY LTD PARTNERSHIP NOTE 3.750PERCENT 6/0(VTR)00098,71391,7312.15%-6,982
ETSY INC NOTE 0.125PERCENT 9/0(ETSY)0007,0200-7,020
ARBOR REALTY TRUST INC NOTE 7.500PERCENT 8/000039,38732,2750.76%-7,112
AMERICAN WTR CAP CORP NOTE 3.625PERCENT 6/1(AWK)00059,44851,9821.22%-7,466
NEXTERA ENERGY CAP HLDGS INC NOTE 3.000PERCENT 3/0(NEE)000216,700208,4264.88%-8,275
SOUTHERN CO NOTE 3.875PERCENT12/1(SO)0009,4241,0020.02%-8,422
MARRIOTT VACATIONS WORLDWIDE NOTE 3.250PERCENT12/1(VAC)00033,53124,4390.57%-9,092
NEXTERA ENERGY INC UNIT 11/01/2027(NEE)258,75543,755-215,00011,6751,9340.05%-9,741
PPL CAP FDG INC NOTE 2.875PERCENT 3/1(PPL)00091,60079,9461.87%-11,655
RAPID7 INC NOTE 1.250PERCENT 3/100048,39736,3130.85%-12,084
WAYFAIR INC NOTE 3.250PERCENT 9/1(W)00035,55723,2170.54%-12,339
NUTANIX INC NOTE 0.250PERCENT10/0(NTNX)00029,43117,0530.40%-12,378
ORMAT TECHNOLOGIES INC NOTE 2.500PERCENT 7/1(ORA)00015,8340-15,834
KKR & CO INC 6.25 CON SER D(KKR)385,00020,000-365,00018,8191,0720.03%-17,747
ALLIANT ENERGY CORP NOTE 3.875PERCENT 3/1(LNT)00023,3063,8510.09%-19,455
HALOZYME THERAPEUTICS INC NOTE 0.250PERCENT 3/0(HALO)00034,30812,3450.29%-21,962
NEXTERA ENERGY INC UNIT 09/01/2025(NEE)2,072,1231,572,123-500,00084,60562,4761.46%-22,129
CMS ENERGY CORP NOTE 3.375PERCENT 5/0(CMS)00035,49311,5240.27%-23,969
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