Fund Holdings — CAMDEN ASSET MANAGEMENT L P /CA

Total Portfolio Value
$4.53B
Total Bought
$33.37M
Total Sold
$73.18M
Net Transaction
-$39.82M
Filing Period:
Securities
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SharesValue ($K)
Q2 2025
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Q3 2025
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Change
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Q2 2025
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Q3 2025
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Weight (%)
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Change
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WEC ENERGY GROUP IN CV 4.375PERCENT 060127 REG(WEC)00078,003171,0153.77%+93,011
UBER TECHNOLOGIES I CV 0.875PERCENT 120128 REG(UBER)00066,813150,8353.33%+84,022
WESTERN DIGITAL CORP CV 3PERCENT 111528 REG(WDC)00039,984117,9562.60%+77,972
SNOWFLAKE INC CV 0PERCENT 100129 REG(SNOW)000064,4611.42%+64,461
ANI PHARMACEUTICALS CV 2.25PERCENT 090129 REG(ANIP)000053,3451.18%+53,345
NEXTERA ENERGY CAPITAL CV 3PERCENT 030127 REG(NEE)000208,426259,2735.72%+50,847
DUKE ENERGY CORP CV 4.125PERCENT 041526 REG(DUK)00067,679115,0052.54%+47,326
OKTA INC CV 0.375PERCENT 061526 REG(OKTA)00044,16686,6921.91%+42,526
EVERGY INC CV 4.5PERCENT 121527 REG(EVRG)000167,117209,4544.62%+42,337
BRIDGEBIO PHARMA INC CV 2.25PERCENT 020129 REG(BBIO)000033,4730.74%+33,473
LYFT INC CV 0.625PERCENT 030129 REG(LYFT)000025,8000.57%+25,800
JBT MAREL CORP CV 0.25PERCENT 051526 REG(JBTM)00027,73852,6951.16%+24,957
TELADOC HEALTH INC CV 1.25PERCENT 060127 REG(TDOC)00026,73550,9641.12%+24,229
BOX INC CV 1.5PERCENT 091529 REG(BOX)000023,6180.52%+23,618
LANTHEUS HOLDINGS I CV 2.625PERCENT 121527 REG(LNTH)00017,76639,9190.88%+22,153
JAZZ INVESTMENTS I CV 3.125PERCENT 091530 REG(JAZZ)000020,7640.46%+20,764
BANK OF AMERICA CORP 7.25PERCENT CV PFD L119,488128,071+8,583145,034163,9823.62%+18,948
AIRBNB INC CV 0PERCENT 031526 REG(ABNB)000165,229182,2064.02%+16,977
VENTAS REALTY LP CV 3.75PERCENT 060126 REG(VTR)00091,731108,4282.39%+16,697
CONMED CORP CV 2.25PERCENT 061527 REG(CNMD)00043,11059,5171.31%+16,407
IMMUNOCORE HOLDINGS P CV 2.5PERCENT 020130 REG(IMCR)00019,40235,6010.79%+16,199
AMERICAN WATER CAPI CV 3.625PERCENT 061526 REG(AWK)00051,98267,7201.49%+15,738
EVOLENT HEALTH INC CV 4.5PERCENT 081531 144A(EVH)000015,4930.34%+15,493
ON SEMICONDUCTOR CORP CV 0.5PERCENT 030129 REG(ON)00042,36656,6251.25%+14,259
FORD MOTOR COMPANY CV 0PERCENT 031526 REG(F)000216,593228,3365.04%+11,743
EXACT SCIENCES CORP CV 0.375PERCENT 030128 REG00029,62441,0960.91%+11,472
INNOVIVA INC CV 2.125PERCENT 031528 REG(INVA)00026,03736,9270.81%+10,890
AMPHASTAR PHARMACEUTICA CV 2PERCENT 031529 REG(AMPH)00023,72133,2470.73%+9,526
WOLFSPEED INC COM(WOLF)0330,479+330,47909,4520.21%+9,452
ENVISTA HOLDINGS COR CV 1.75PERCENT 081528 REG(NVST)00031,62839,7620.88%+8,134
EVOLENT HEALTH INC CV 3.5PERCENT 120129 REG(EVH)00008,0050.18%+8,005
HAEMONETICS CORP CV 2.5PERCENT 060129 REG(HAE)00056,27263,9041.41%+7,632
DAYFORCE INC CV 0.25PERCENT 031526 REG00069,48277,0341.70%+7,552
LCI INDUSTRIES CV 1.125PERCENT 051526 REG(LCII)00007,1740.16%+7,174
WORLD KINECT CORP CV 3.25PERCENT 070128 REG(WKC)00063,18770,2141.55%+7,027
ADVANCED ENERGY INDUS CV 2.5PERCENT 091528 REG(AEIS)0008,61915,2300.34%+6,611
DIGITALOCEAN HOLDINGS CV 0PERCENT 120126 REG(DOCN)00050,24756,6781.25%+6,431
ETSY INC CV 0.25PERCENT 061528 REG(ETSY)00055,46161,4891.36%+6,028
ITRON INC CV 1.375PERCENT 071530 REG(ITRI)00030,97336,6720.81%+5,699
WINNEBAGO INDUSTRIES CV 3.25PERCENT 011530 REG(WGO)00016,81121,9210.48%+5,110
ZIFF DAVIS INC CV 3.625PERCENT 030128 144A(ZD)00030,49435,3710.78%+4,877
MICROCHIP TECHNOLOGY CV 0.75PERCENT 060130 REG(MCHP)00029,70634,4170.76%+4,712
EXPEDIA GROUP INC CV 0PERCENT 021526 REG(EXPE)00089,37293,6172.06%+4,245
SHOPIFY INC CV 0.125PERCENT 110125 REG(SHOP)00081,53085,6821.89%+4,152
DEXCOM INC CV 0.375PERCENT 051528 REG(DXCM)00063,06267,0411.48%+3,979
EL PASO ENERGY CA CV 4.75PERCENT 033128PFD REG(KMI)1,133,3441,192,027+58,68355,46658,9931.30%+3,528
UPWORK INC CV 0.25PERCENT 081526 REG(UPWK)00068,71371,5741.58%+2,861
ALARM.COM HOLDINGS I CV 2.25PERCENT 060129 REG(ALRM)00017,41619,6320.43%+2,216
BLACKLINE INC CV 1PERCENT 060129 REG(BL)00090,40592,1942.03%+1,790
AMC NETWORKS INC CV 4.25PERCENT 021529 REG(AMCX)00011,19812,9540.29%+1,756
CHEFS WAREHOUSE INC CV 2.375PERCENT 121528 REG(CHEF)00041,07442,4200.94%+1,346
AKAMAI TECHNOLOGIES CV 1.125PERCENT 021529 REG(AKAM)00017,96019,2290.42%+1,269
SPOTIFY USA INC CV 0PERCENT 031526 REG(SPOT)00079,04780,1861.77%+1,139
UNITY SOFTWARE INC CV 0PERCENT 111526 REG(U)00041,78042,6780.94%+898
RAPID7 INC CV 1.25PERCENT 031529 REG(RPD)00036,31337,1590.82%+845
ENTERTAINMENT PROPERTIES 9PERCENT CV PFD E(EPR)177,343197,382+20,0395,5566,3040.14%+748
ENTERTAINMENT PROPERTIES 5.75PERCENT CV PFD C(EPR)546,740576,431+29,69114,00714,6990.32%+692
FLUOR CORP CV 1.125PERCENT 081529 REG(FLR)00026,04326,5180.58%+475
BLOCK INC CV 0PERCENT 050126 REG(XYZ)00042,60343,0730.95%+469
LIVE NATION ENTERTA CV 3.125PERCENT 011529 REG(LYV)00039,89840,2870.89%+390
ENPHASE ENERGY INC CV 0PERCENT 030128 REG(ENPH)00018,06818,4300.41%+361
ALARM.COM HLDGS INC CV 0PERCENT 011526 REG(ALRM)0004,4844,5490.10%+65
Core Scientific Inc WAR 6.81 012327(CORZ)00000—0
KKR & CO INC CV 6.25PERCENT 030128PFD D REG(KKR)20,00020,00001,0721,0430.02%-29
MARRIOTT VACATIONS W CV 3.25PERCENT 121527 REG(VAC)00024,43923,8300.53%-609
SOUTHERN CO NOTE 3.875PERCENT12/1(SO)0001,0020—-1,002
TANDEM DIABETES CARE CV 1.5PERCENT 031529 REG(TNDM)00013,44312,2410.27%-1,202
FIVE9 INC CV 1PERCENT 031529 REG(FIVN)00020,25819,0390.42%-1,219
PTC THERAPEUTICS INC CV 1.5PERCENT 091526 REG(PTCT)00017,27816,0310.35%-1,247
VISHAY INTERTECHNOLO CV 2.25PERCENT 091530 REG(VSH)00021,93220,5270.45%-1,405
BLOCK INC CV 0.25PERCENT 110127 REG(XYZ)00045,49144,0830.97%-1,407
MKS INC CV 1.25PERCENT 060130 REG(MKSI)00045,85144,4310.98%-1,421
WORKIVA INC CV 1.25PERCENT 081528 REG(WK)00022,60221,1130.47%-1,489
WELLS FARGO CO 7.5PERCENT CV PFD L(WFC)31,25628,305-2,95136,66834,9700.77%-1,698
NEXTERA ENERGY INC UNIT 11/01/2027(NEE)43,7550-43,7551,9340—-1,934
TETRA TECH INC CV 2.25PERCENT 081528 REG(TTEK)00053,49550,2211.11%-3,274
AKAMAI TECHNOLOGIES INC NOTE 0.375PERCENT 9/0(AKAM)0003,4580—-3,458
GLOBAL PMTS INC NOTE 1.500PERCENT 3/0(GPN)0003,6880—-3,688
ALLIANT ENERGY CORP NOTE 3.875PERCENT 3/1(LNT)0003,8510—-3,851
PINNACLE WEST CAPITA CV 4.75PERCENT 061527 REG(PNW)00041,94238,0340.84%-3,909
DROPBOX INC NOTE 3/0(DBX)0004,4880—-4,488
XEROX HOLDINGS CORP CV 3.75PERCENT 031530 REG(XRX)00036,12130,7980.68%-5,323
PPL CAPITAL FUNDING CV 2.875PERCENT 031528 REG(PPL)00079,94673,3761.62%-6,570
NEXTERA ENERGY INC UNIT 06/01/2027(NEE)150,0000-150,0007,0770—-7,077
CABLE ONE INC NOTE 1.125PERCENT 3/1(CABO)0007,1230—-7,123
CMS ENERGY CORP CV 3.375PERCENT 050128 REG(CMS)00011,5243,7880.08%-7,736
IONIS PHARMACEUTICAL CV 1.75PERCENT 061528 REG(IONS)00078,34766,4761.47%-11,871
EVENTBRITE INC NOTE 0.750PERCENT 9/100012,1440—-12,144
HALOZYME THERAPEUTICS INC NOTE 0.250PERCENT 3/0(HALO)00012,3450—-12,345
WOLFSPEED INC NOTE 1.875PERCENT12/0(WOLF)00013,0490—-13,049
PEBBLEBROOK HOTEL TR CV 1.75PERCENT 121526 REG(PEB)00032,68618,3610.40%-14,325
SHAKE SHACK INC CV 0PERCENT 030128 REG(SHAK)00038,76324,3500.54%-14,413
BLOOM ENERGY CORP NOTE 3.000PERCENT 6/0(BE)00016,0100—-16,010
NUTANIX INC NOTE 0.250PERCENT10/0(NTNX)00017,0530—-17,053
SOUTHERN CO NOTE 4.500PERCENT 6/1 ADDED(SO)00017,6440—-17,644
WAYFAIR INC CV 3.25PERCENT 091527 REG(W)00023,2174,3810.10%-18,836
HALOZYME THERAPEUTICS I CV 1PERCENT 081528 REG(HALO)00077,37649,4671.09%-27,909
PAGERDUTY INC CV 1.5PERCENT 101528 REG(PD)00048,70018,6890.41%-30,011
ARBOR REALTY TRUST INC NOTE 7.500PERCENT 8/000032,2750—-32,275
LUMENTUM HLDGS INC NOTE 1.500PERCENT12/1(LITE)00035,3470—-35,347
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CAMDEN ASSET MANAGEMENT L P /CA — 13F Holdings — Q3 2025 | TickerTrail