Institutions / Advent Capital Management /De

Advent Capital Management /De

CIK 1097278 · Institution · as of Mar 31, 2026
Portfolio value
$3.38B
Positions
203
As of
Mar 31, 2026

Portfolio trend

Portfolio value

$3.38B-21.9%
$4.33B$3.86B$3.38BQ4 '25Q1 '26

Positions

203-2.9%
209206203Q4 '25Q1 '26

Top holdings

Mar 31, 2026View all 203 →
CompanyClassValueShares% of portfolio
Bank of America Corp$177.99M149,1725.3%
Uber Technologies Inc$143.31M118,720,0004.2%
Nextera Energy Inc$109.52M1,937,1163.2%
Ventas Realty LP$92.89M61,850,0002.7%
Global Payments Inc$88.67M100,272,0002.6%
Cms Energy Corp$85.02M74,231,0002.5%
Ppl Capital Funding Inc$82.70M70,442,0002.4%
KKR & Co Inc$82.54M2,045,0652.4%
Apollo Global Management$76.71M1,303,4362.3%
Datadog Inc$76.38M78,717,0002.3%
Affirm Holdings Inc$62.37M66,318,0001.8%
Southern Co$58.07M1,121,3751.7%
Boeing CO/THE$56.35M867,1811.7%
Aerovironment Inc$56.17M57,262,0001.7%
Meritage Homes Corp$51.50M52,841,0001.5%
Centerpoint Energy Inc$49.14M41,168,0001.5%
Nextera Energy Capital$48.86M35,117,0001.4%
Lantheus Holdings Inc$48.34M39,934,0001.4%
Southern Co$48.19M42,825,0001.4%
PG&E Corp$46.88M44,628,0001.4%
Super Micro Computer Inc$43.74M54,492,0001.3%
Microchip Technology Inc$43.45M760,7341.3%
Tetra Tech Inc$41.90M39,825,0001.2%
Wec Energy Group Inc$41.38M33,029,0001.2%
Akamai Technologies Inc$41.08M35,844,0001.2%

Activity

InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.
DateActionCompanyValueShares ΔPosition afterImpact
Q1 2026
as of
Trim67000B203$-15.76M-294K
-50.58%
287,611
0.46% of portfolio
medium
Q1 2026
as of
Add595017302$13.18M+231K
+43.55%
760,734
1.28% of portfolio
medium
Q1 2026
as of
Add842587842$10.58M+204K
+22.29%
1,121,375
1.72% of portfolio
medium
Q1 2026
as of
Trim42824C208$-9.86M-152K
-28.80%
375,591
0.72% of portfolio
medium
Q1 2026
as of
Trim060505682$-9.71M-8K
-5.17%
149,172
5.26% of portfolio
medium
Q1 2026
as of
Add82846H504$5.70M+102K
+38.46%
367,465
0.61% of portfolio
medium
Q1 2026
as of
Trim116794207$-4.50M-16K
-17.95%
71,120
0.61% of portfolio
low
Q1 2026
as of
Trim82452J307$-4.06M-76K
-23.55%
247,214
0.39% of portfolio
low
Q1 2026
as of
ExitNorthrop Grumman Corp$-3.99M-7K
-100.00%
low
Q1 2026
as of
NewUnited Airlines Holdings Inc$3.68M+40K
40,000
0.11% of portfolio
low