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Advent Capital Management /De

All holdings · as of Mar 31, 2026

203 positions

CompanyClassValueShares% of portfolio
BRUKER CORP$20.56M71,1200.6%
QXO INC$20.52M367,4650.6%
REPLIGEN CORP$20.37M20,783,0000.6%
PG&E CORP$20.33M470,3850.6%
ARRAY TECHNOLOGIES INC$20.03M21,977,0000.6%
BILL HOLDINGS INC$19.85M22,260,0000.6%
DEXCOM INC$19.48M21,095,0000.6%
JAZZ INVESTMENTS I LTD$19.31M13,597,0000.6%
JETBLUE AIRWAYS CORP$18.78M19,404,0000.6%
PENNYMAC CORP$18.41M17,143,0000.5%
SNAP INC$18.19M22,518,0000.5%
WELLS FARGO & COMPANY$17.21M148,2220.5%
PROGRESS SOFTWARE CORP$15.90M17,784,0000.5%
MKS INC$15.69M9,458,0000.5%
SOLARIS ENERGY INFRASTRU$15.66M12,492,0000.5%
WINNEBAGO INDUSTRIES$15.49M16,953,0000.5%
NOVANTA INC$15.40M287,6110.5%
STRATEGY INC$15.05M14,597,0000.4%
NORTHERN OIL & GAS INC$14.96M13,396,0000.4%
UPSTART HOLDINGS INC$14.52M14,822,0000.4%
TELADOC HEALTH INC$14.00M14,539,0000.4%
UPWORK INC$13.91M14,174,0000.4%
ENOVIS CORP$13.72M13,929,0000.4%
SHIFT4 PAYMENTS INC$13.18M247,2140.4%
LIVE NATION ENTERTAINMEN$12.98M8,495,0000.4%
COINBASE GLOBAL INC$12.95M13,923,0000.4%
NUTANIX INC$12.84M14,172,0000.4%
FIVE9 INC$12.60M14,439,0000.4%
GUARDANT HEALTH INC$12.40M12,009,0000.4%
NEOGENOMICS INC$12.34M13,479,0000.4%
UGI CORP$11.95M8,403,0000.4%
LUMENTUM HOLDINGS INC$11.13M1,099,0000.3%
MARA HOLDINGS INC$10.83M12,689,0000.3%
ALIBABA GROUP HOLDING$10.27M7,389,0000.3%
HALOZYME THERAPEUTICS IN$10.10M7,867,0000.3%
NCL CORPORATION LTD$9.32M9,534,0000.3%
FLUOR CORP$9.21M7,447,0000.3%
SOFI TECHNOLOGIES INC$9.19M8,948,0000.3%
APPLIED OPTOELECTRONICS$8.85M3,956,0000.3%
BURLINGTON STORES INC$8.29M5,000,0000.2%
BOFA FINANCE LLC$8.17M6,800,0000.2%
IONIS PHARMACEUTICALS IN$7.77M5,132,0000.2%
CAPITAL SOUTHWEST CORP$7.44M7,206,0000.2%
NUTANIX INC$7.31M7,160,0000.2%
STRATEGY INC$6.96M97,8050.2%
SHAKE SHACK INC$6.90M7,272,0000.2%
EVERGY INC$6.85M5,025,0000.2%
ETSY INC$6.84M7,000,0000.2%
SEAGATE HDD CAYMAN$6.78M1,427,0000.2%
CLOUDFLARE INC$6.78M5,778,0000.2%
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