13F

Investor

ADVENT CAPITAL MANAGEMENT /DE/

CIK 0001097278 · filed 2026-05-07 · SEC filing

13F book

$3.63B

Positions

203

39 new · 45 sold

Largest name

4.9%

Bank America Corp

Est. mark

−$239.3M

Price effect on 164 names still held. Flow −$707.7M.
NameTickerSharesValueWeightEst. markChange
Bank America Corp149.2K$178M4.9%−$8.79MCut−$19M
Uber Technologies, IncUBER118.7M$143.3M4.0%−$11.1MCut−$41.6M
Nextera Energy Inc1.94M$109.5M3.0%$9.45MCut$6.81M
Ventas Rlty Ltd Partnership61.9M$92.9M2.6%$5.21MCut−$11.4M
Global Pmts Inc100.3M$88.7M2.4%−$2.03MCut−$19.7M
Cms Energy Corp74.2M$85M2.3%$5.02MCut−$9.26M
Ppl Cap Fdg Inc70.4M$82.7M2.3%$4.51MAdded$7.85M
Kkr & Co Inc2.05M$82.5M2.3%−$23.1MAdded−$21.2M
Apollo Global Mgmt Inc1.3M$76.7M2.1%−$21.2MAdded−$19.7M
Datadog, Inc.DDOG78.7M$76.4M2.1%−$1.16MAdded$38.9M
Affirm Hldgs Inc66.3M$62.4M1.7%−$7.73MAdded$11.8M
Southern Co1.12M$58.1M1.6%$1.84MAdded$12.4M
Boeing Co867.2K$56.4M1.6%−$3.86MAdded−$2.68M
Aerovironment IncAVAV57.3M$56.2M1.5%−$2.11MAdded$34.6M
Meritage Homes CorpMTH52.8M$51.5M1.4%−$854.4KCut−$52.7M
Centerpoint Energy IncCNP41.2M$49.1M1.4%$3.36MCut−$16M
Nextera Energy Cap Hldgs Inc35.1M$48.9M1.3%$4.83MCut−$32.7M
Lantheus Hldgs Inc39.9M$48.3M1.3%$2.44MCut−$4.68M
Southern Co42.8M$48.2M1.3%$2.3MCut−$8.92M
Pg&E Corp44.6M$46.9M1.3%$600.5KAdded$9.56M
Super Micro Computer Inc54.5M$43.7M1.2%−$4.58MAdded$2.92M
Microchip Technology Inc.760.7K$43.5M1.2%−$704.8KAdded$12.5M
Tetra Tech Inc New39.8M$41.9M1.2%−$1.75MCut−$6.19M
Wec Energy Group, Inc.WEC33M$41.4M1.1%$2.3MAdded$7.62M
Akamai Technologies IncAKAM35.8M$41.1M1.1%$5.21MAdded$6.81M
Western Digital CorpWDC5.5M$39.5M1.1%$8.69MAdded$24M
Guidewire Software, Inc.GWRE38.4M$38.6M1.1%−$1.18MAdded$25.7M
Snowflake Inc.SNOW31.2M$38.2M1.1%−$7.77MAdded$1M
MARRIOTT VACATIONS WORLDWIDE CorpVAC39.2M$38.1M1.1%$706.6KCut−$2.06M
Ares Management Corporation933.1K$34.7M1.0%−$12.3MAdded−$11.8M
Rivian Automotive Inc34.7M$33.9M0.9%−$994.5KAdded$26.6M
Parsons Corp Del32.5M$32.2M0.9%−$1.65MCut−$2.45M
Duke Energy Corp New28.6M$32.2M0.9%$2.36MCut−$42.3M
Trip Com Group Ltd30.2M$31.4M0.9%−$3.9MAdded$6.76M
Draftkings Inc New32.7M$29.5M0.8%−$437.5KCut−$15.4M
Sunrun Inc.RUN24.4M$29.2M0.8%−$2.37MAdded$14.8M
Advent Convertible Bond ETF1.08M$28.2M0.8%−$738.4KAdded$1.69M
Strategy Inc28.9M$27.9M0.8%−$506.9KAdded$20.5M
Live Nation Entertainment In24.9M$27M0.7%$490.6KCut−$42.7M
Enphase Energy, Inc.ENPH27.5M$24.6M0.7%$527.8KAdded$1.5M
Hewlett Packard Enterprise C375.6K$24.4M0.7%−$495.8KCut−$10.6M
Riot Platforms, Inc.RIOT20.6M$23.7M0.7%$289.8KAdded$4.17M
Cleanspark Inc23.5M$22.8M0.6%−$949.7KAdded$8.97M
On Semiconductor CorpON22.7M$22.2M0.6%$685.9KCut−$7.74M
Haemonetics Corp Mass23M$22.2M0.6%−$1.4MAdded$3.46M
Travere Therapeutics, Inc.TVTX17.4M$22M0.6%−$2.39MAdded$1.64M
Itron, Inc.ITRI21.7M$21.9M0.6%−$197.3KCut−$9.11M
Etsy IncETSY23.1M$21.6M0.6%$125.7KCut−$1.19M
BridgeBio Pharma, Inc.BBIO18.9M$21.2M0.6%−$189.8KCut−$2.06M
Vishay Intertechnology IncVSH22M$21.2M0.6%$1.21MCut−$1.84M
Bruker Corp71.1K$20.6M0.6%−$5.33MCut−$11M
Qxo Inc367.5K$20.5M0.6%$74.3KAdded$5.77M
Repligen CorpRGEN20.8M$20.4M0.6%−$2.45MCut−$6.46M
Pg&E Corp470.4K$20.3M0.6%$1.01MAdded$1.18M
Array Technologies, Inc.ARRY22M$20M0.6%$27.2KCut−$1.01M
BILL Holdings, Inc.BILL22.3M$19.9M0.5%−$676.7KCut−$4.29M
Dexcom IncDXCM21.1M$19.5M0.5%$51.2KCut−$1.08M
Jazz Investments I Ltd13.6M$19.3M0.5%$1.05MCut−$6.65M
Jetblue Airways CorpJBLU19.4M$18.8M0.5%New
Pennymac Corp17.1M$18.4M0.5%$61.8KCut−$11M
Snap IncSNAP22.5M$18.2M0.5%−$1.55MCut−$5.71M
Wells Fargo Co New148.2K$17.2M0.5%−$163.2MCut−$174.6M
Progress Software Corp17.8M$15.9M0.4%−$2.35MCut−$28.9M
Mks IncMKSI9.46M$15.7M0.4%$1.08MAdded$12M
Solaris Energy Infras Inc12.5M$15.7M0.4%$1.3MAdded$7.28M
Winnebago Inds Inc17M$15.5M0.4%−$741.1KCut−$2.69M
Novanta Inc287.6K$15.4M0.4%−$265.4KCut−$16.3M
Strategy Inc14.6M$15.1M0.4%−$362KAdded$10M
Northern Oil & Gas, Inc.NOG13.4M$15M0.4%$1.9MCut−$14.1M
Upstart Hldgs Inc14.8M$14.5M0.4%−$672.4KAdded$11.6M
Teladoc Health, Inc.TDOC14.5M$14M0.4%$103.1KCut−$4.84M
Upwork, IncUPWK14.2M$13.9M0.4%$33.6KCut−$14.4M
Enovis CORPENOV13.9M$13.7M0.4%−$33.7KCut−$881K
Shift4 Pmts Inc247.2K$13.2M0.4%−$6.58MCut−$12.7M
Live Nation Entertainment In8.49M$13M0.4%$493.6KCut−$8.52M
Coinbase Global, Inc.COIN13.9M$13M0.4%−$422.5KAdded$8.48M
Nutanix, Inc.NTNX14.2M$12.8M0.4%−$868.1KCut−$4.1M
Five9, Inc.FIVN14.4M$12.6M0.3%−$469.6KCut−$12.5M
Guardant Health, Inc.GH12M$12.4M0.3%New
Neogenomics IncNEO13.5M$12.3M0.3%$277.9KCut−$2.18M
Ugi Corp New8.4M$11.9M0.3%−$15.1KAdded$545.1K
Lumentum Hldgs Inc1.1M$11.1M0.3%$4.82MAdded$5.81M
MARA Holdings, Inc.MARA12.7M$10.8M0.3%$12.5KAdded$10.6M
Alibaba Group Hldg Ltd7.39M$10.3M0.3%−$1.22MCut−$4.79M
Halozyme Therapeutics, Inc.HALO7.87M$10.1M0.3%−$11.6KAdded$9.79M
Ncl Corp Ltd9.53M$9.32M0.3%−$251.1KCut−$1.02M
Fluor CorpFLR7.45M$9.21M0.3%$675.5KCut−$8.26M
SoFi Technologies, Inc.SOFI8.95M$9.19M0.3%−$681.8KAdded$5.88M
Applied Optoelectronics, Inc.AAOI3.96M$8.85M0.2%$4.22MCut−$221.5K
Burlington Stores, Inc.BURL5M$8.29M0.2%$258.1KAdded$6.06M
Bofa Fin Llc6.8M$8.17M0.2%$761.5KHeld
Ionis Pharmaceuticals IncIONS5.13M$7.77M0.2%−$399.3KAdded−$284.2K
Capital Southwest CorpCSWC7.21M$7.44M0.2%$244KCut$200K
Nutanix, Inc.NTNX7.16M$7.31M0.2%−$753.5KCut−$38.3M
Strategy Inc97.8K$6.96M0.2%−$774.6KCut−$1.4M
Shake Shack Inc.SHAK7.27M$6.9M0.2%$13.4KAdded$120.7K
Evergy, Inc.EVRG5.03M$6.85M0.2%$644.8KAdded$1.33M
Etsy IncETSY7M$6.84M0.2%−$244.1KCut−$1.8M
Seagate Hdd Cayman1.43M$6.78M0.2%$1.93MAdded$2.06M
Cloudflare, Inc.NET5.78M$6.78M0.2%New
Blackstone Mortgage Trust In6.4M$6.38M0.2%−$60.2KHeld
Unity Software Inc.U6.41M$6.24M0.2%$27.3KHeld
Rivian Automotive Inc5.48M$5.89M0.2%−$1.08MAdded−$1.08M
Albemarle Corp81.3K$5.82M0.2%$987.3KAdded$1.24M
Greenbrier Cos Inc4.9M$5.74M0.2%New
Mgp Ingredients Inc New5.9M$5.73M0.2%−$4.04KHeld
Cerence Inc.CRNC6.2M$5.51M0.2%−$84.3KHeld
Cogent Biosciences, Inc.COGT4.47M$5.51M0.2%$240.8KAdded$327K
Liberty Media Corp Del5.15M$5.37M0.1%$132.3KHeld
Jd.Com Inc5.25M$5.24M0.1%−$36.1KCut−$4.22M
Immunocore Hldgs Plc5.6M$5.07M0.1%−$73.9KHeld
Upstart Hldgs Inc6.81M$4.87M0.1%−$1.1MCut−$3.13M
Freshpet, Inc.FRPT4.01M$4.61M0.1%−$112.9KCut−$11.6M
Snap IncSNAP4.85M$4.43M0.1%$22.2KHeld
Microchip Technology Inc.4.38M$4.35M0.1%New
On Semiconductor CorpON3.34M$4.32M0.1%$331KCut−$29.9M
Mirum Pharmaceuticals, Inc.MIRM1.4M$4.21M0.1%$574.1KAdded$643.3K
Wayfair Inc.W3.05M$4.13M0.1%New
Evolent Health, Inc.EVH8.04M$4.08M0.1%−$1.76MCut−$8.7M
Alphatec Hldgs Inc4.1M$4.07M0.1%New
Wayfair Inc.W2.18M$3.85M0.1%New
Brightspring Health Svcs Inc26.3K$3.75M0.1%$221KAdded$2.04M
Block Inc3.98M$3.73M0.1%$37.3KCut−$18.8M
General Mtrs Co50K$3.73M0.1%−$272.8KAdded$472.2K
United Airls Hldgs Inc40K$3.68M0.1%New
Amphastar Pharmaceuticals In4.05M$3.68M0.1%−$106KCut−$134.9K
ServiceNow, Inc.NOW35K$3.66M0.1%New
Herbalife Ltd.HLF3M$3.64M0.1%$69.8KAdded$3.04M
Eaton Corp PlcETN10K$3.58M0.1%$391.6KCut−$563.9K
Stride, Inc.LRN2.03M$3.5M0.1%$708.3KAdded$760K
Porch Group, Inc.PRCH3.15M$3.47M0.1%−$129.3KHeld
Spotify Technology S.A.SPOT7K$3.39M0.1%New
The Realreal Inc2.8M$3.37M0.1%−$1.44MHeld
Amazon Com IncAMZN16K$3.33M0.1%New
Q2 Hldgs Inc3.34M$3.33M0.1%−$50.9KCut−$32.1M
T1 Energy Inc.TE3.1M$3.3M0.1%−$680.3KCut−$5.56M
AbbVie Inc.ABBV15K$3.26M0.1%−$165KHeld
Carnival Corp Ltd.CCL125K$3.23M0.1%−$466KAdded$181K
Pacira BioSciences, Inc.PCRX3.29M$3.2M0.1%−$122.1KCut−$126.2K
Crowdstrike Hldgs Inc8K$3.12M0.1%New
Starwood Ppty Tr Inc3M$3.1M0.1%−$100.7KHeld
Workiva IncWK3M$2.98M0.1%−$519KCut−$12.3M
Morgan Stanley18K$2.96M0.1%New
Halozyme Therapeutics, Inc.HALO2.83M$2.95M0.1%−$116.9KCut−$1.67M
Lyft, Inc.LYFT2.91M$2.95M0.1%New
International Business Machs12K$2.91M0.1%New
Liberty Media Corp Del2.5M$2.9M0.1%−$257.8KAdded$89.8K
Alphabet Inc10K$2.87M0.1%New
Ge Aerospace10K$2.84M0.1%New
Citigroup Inc25K$2.84M0.1%New
Omnicell, Inc.OMCL2.88M$2.81M0.1%New
Corning Inc20K$2.72M0.1%New
Integer Hldgs Corp2.26M$2.69M0.1%$113.3KCut−$3.82M
Compass, Inc.COMP341.7K$2.5M0.1%New
MARA Holdings, Inc.MARA2.8M$2.48M0.1%New
M & T Bk Corp12K$2.48M0.1%New
Celcuity Inc.CELC980K$2.39M0.1%$254KHeld
Bandwidth Inc.BAND2.67M$2.39M0.1%$54KCut−$497.1K
Shift4 Pmts Inc2.5M$2.35M0.1%−$58.7KCut−$22.7M
Seagate Technology Hldngs Pl6K$2.35M0.1%New
Copa Holdings Sa19K$2.16M0.1%New
Veritone, Inc.VERI2.11M$2.06M0.1%$51.3KHeld
Akamai Technologies IncAKAM1.76M$2.05M0.1%$273.2KCut−$7.37M
Bloom Energy CorpBE15K$2.03M0.1%New
Cipher Mining IncCIFR150K$1.93M0.1%New
Blackline, Inc.BL2.03M$1.92M0.1%−$228.6KCut−$25.2M
Bentley Sys Inc1.98M$1.88M0.1%$17.7KHeld
Redwood Trust Inc1.8M$1.87M0.1%$66KHeld
Nabors Inds Inc1.96M$1.8M0.1%$197.4KCut$82.4K
Cytokinetics IncCYTK1.14M$1.68M0.0%$54KCut−$815.6K
Pagaya U S Hldg Co Llc1.42M$1.64M0.0%−$979.6KCut−$3.56M
Ramaco Res Inc2M$1.53M0.0%New
Digitalocean Hldgs Inc1.55M$1.51M0.0%$17.2KHeld
Evolent Health, Inc.EVH2.56M$1.39M0.0%−$343.6KCut−$13.9M
Advanced Energy Inds565K$1.36M0.0%$428.3KCut−$4.6M
American Wtr Cap Corp1.2M$1.21M0.0%New
Strategy Inc965K$1.11M0.0%New
Cracker Barrel Old Ctry Stor1.06M$1.04M0.0%$9.78KHeld
Gossamer Bio, Inc.GOSS2.25M$960.9K0.0%−$577.4KCut−$3.14M
Cable One, Inc.CABO1.24M$939.2K0.0%−$80.4KHeld
Sarepta Therapeutics, Inc.SRPT1M$922.1K0.0%$26.3KCut−$8.11M
Lithium Argentina AgLAR809K$778.8K0.0%$37.3KCut−$4.55M
Ziff Davis, Inc.ZD775K$767.1K0.0%$5.29KHeld
Apple Inc.AAPL3K$761.4K0.0%New
BridgeBio Pharma, Inc.BBIO300K$540.9K0.0%−$27.9KHeld
Amc Networks Inc476K$426.8K0.0%−$68.5KHeld
Centrus Energy CorpLEU200K$408.5K0.0%New
PENN Entertainment, Inc.PENN376K$380K0.0%$5.75KCut−$487.9K
Cipher Mining IncCIFR95K$294.6K0.0%New
Applied Digital Corp.APLD105K$279.9K0.0%New
Ftai Aviation Ltd940$230.3K0.0%New
Qiagen Nv Ord Shares3.89K$155.9K0.0%New
Wayfair Inc.W2.07K$155.9K0.0%New
Esperion Therapeutics Inc Ne50K$137K0.0%−$48KCut−$196K
Box Inc111K$102.1K0.0%−$6.64KCut−$47.2M
Bloom Energy CorpBE15K$98.4K0.0%$34.3KCut−$3.46M
Bigbear Ai Hldgs Inc20K$70.4K0.0%New
Gamestop Corp New6.78K$26.2K0.0%$5.76KHeld
Aurora Innovation Inc61.5K$12.2K0.0%−$1.61KHeld
Bigbear Ai Hldgs Inc18.3K$8.22K0.0%−$21KHeld
Opendoor Technologies Inc1.2K$7250.0%−$354Held
Opendoor Technologies Inc1.2K$2950.0%−$329Held
Opendoor Technologies Inc1.2K$2820.0%−$197Held

Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.