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Advent Capital Management

Latest statistics and disclosures from Advent Capital Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are SPY, BAC.PL, Uber Technologies, NEE.PS, Ventas Rlty Ltd Partnership, and represent 20.58% of Advent Capital Management's stock portfolio.
Added to shares of these 10 stocks: Datadog (+$40M), Aerovironment (+$37M), Rivian Automotive (+$28M), Guidewire Software (+$27M), Microstrategy (+$21M), Affirm Hldgs (+$20M), Jetblue Airways Corp Note 2.500 9/0 (+$19M), Sunrun (+$17M), Western Digital Corp (+$15M), MCHPP (+$13M).
Started 45 new stock positions in Omnicell, Cloudflare, GE, AMZN, JOBY, CPA, CIFR, Microchip Technology, Jetblue Airways Corp Note 2.500 9/0, Wayfair.
Reduced shares in these 10 stocks: SPY (-$337M), Tyler Technologies (-$79M), Meritage Homes Corp (-$51M), Duke Energy Corp (-$48M), Box (-$44M), Live Nation Entertainment In (-$44M), Nextera Energy Cap Hldgs (-$42M), Workiva (-$35M), Nutanix (-$34M), On Semiconductor Corp (-$33M).
Sold out of its positions in BABA, Alliant Energy Corp, APLS, Bentley Systems, Blackline, BSX, Box, AVGO, CSCO, Coinbase Global.
Advent Capital Management was a net seller of stock by $-1.1B.
Advent Capital Management has $3.6B in assets under management (AUM), dropping by -27.15%.
Central Index Key (CIK): 0001097278

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Portfolio Holdings for Advent Capital Management

Advent Capital Management holds 213 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr S&p 500 Etf Call Option (SPY)	6.1	$223M	-60%	343k	650.34	View chart
Bank Of America Corp Conv Pfd (BAC.PL)	4.9	$178M	-5%	149k	1193.18	View chart
Uber Technologies Conv (Principal)	4.0	$143M	-16%	119M	1.21	View chart
Nextera Energy Conv Pfd (NEE.PS)	3.0	$110M	-2%	1.9M	56.54	View chart
Ventas Realty Conv (Principal)	2.6	$93M	-15%	62M	1.50	View chart
Global Payments Conv (Principal)	2.4	$89M	-16%	100M	0.88	View chart
Cms Energy Corp Conv (Principal)	2.3	$85M	-15%	74M	1.15	View chart
Ppl Capital Funding Conv (Principal)	2.3	$83M	+4%	70M	1.17	View chart
Kkr & Co Conv Pfd (KKR.PD)	2.3	$83M	+2%	2.0M	40.36	View chart
Apollo Global Management Conv Pfd (APO.PA)	2.1	$77M	+2%	1.3M	58.85	View chart
Datadog Conv (Principal)	2.1	$76M	+110%	79M	0.97	View chart
Affirm Holdings Conv (Principal)	1.7	$62M	+45%	66M	0.94	View chart
Southern Conv Pfd (SOMN)	1.6	$58M	+22%	1.1M	51.78	View chart
Boeing Co/the Conv Pfd (BA.PA)	1.6	$56M	+2%	867k	64.98	View chart
Aerovironment Conv (Principal)	1.5	$56M	+188%	57M	0.98	View chart
Meritage Homes Corp Conv (Principal)	1.4	$52M	-49%	53M	0.97	View chart
Centerpoint Energy Conv (Principal)	1.4	$49M	-29%	41M	1.19	View chart
Nextera Energy Capital Conv (Principal)	1.3	$49M	-46%	35M	1.39	View chart
Lantheus Holdings Conv (Principal)	1.3	$48M	-13%	40M	1.21	View chart
Southern Conv (Principal)	1.3	$48M	-19%	43M	1.13	View chart
Pg&e Corp Conv (Principal)	1.3	$47M	+23%	45M	1.05	View chart
Super Micro Computer Conv (Principal)	1.2	$44M	+20%	55M	0.80	View chart
Microchip Technology Conv Pfd (MCHPP)	1.2	$44M	+43%	761k	57.12	View chart
Tetra Tech Conv (Principal)	1.2	$42M	-9%	40M	1.05	View chart
Wec Energy Group Conv (Principal)	1.1	$41M	+14%	33M	1.25	View chart
Akamai Technologies Conv (Principal)	1.1	$41M	+4%	36M	1.15	View chart
Western Digital Corp Conv (Principal)	1.1	$40M	+63%	5.5M	7.17	View chart
Guidewire Software Conv (Principal)	1.1	$39M	+229%	38M	1.00	View chart
Snowflake Conv (Principal)	1.1	$38M	+29%	31M	1.23	View chart
Marriott Vacation Worldw Conv (Principal)	1.1	$38M	-6%	39M	0.97	View chart
Ares Management Corp Conv Pfd (ARES.PB)	1.0	$35M		933k	37.21	View chart
Rivian Auto Conv (Principal)	0.9	$34M	+438%	35M	0.98	View chart
Parsons Corp Conv (Principal)	0.9	$32M	-2%	33M	0.99	View chart
Duke Energy Corp Conv (Principal)	0.9	$32M	-59%	29M	1.12	View chart
Trip.com Group Conv (Principal)	0.9	$31M	+51%	30M	1.04	View chart
Draftkings Holdings Conv (Principal)	0.8	$30M	-33%	33M	0.90	View chart
Sunrun Conv (Principal)	0.8	$29M	+141%	24M	1.20	View chart
Rbb Fund Trust (ACVT)	0.8	$28M	+9%	1.1M	26.02	View chart
Strategy Conv (Principal)	0.8	$28M	+307%	29M	0.96	View chart
Live Nation Entertainmen Conv (Principal)	0.7	$27M	-61%	25M	1.09	View chart
Enphase Energy Conv (Principal)	0.7	$25M	+4%	28M	0.89	View chart
Hp Enterprise Conv Pfd (HPE.PC)	0.7	$24M	-28%	376k	64.88	View chart
Riot Platforms Conv (Principal)	0.7	$24M	+19%	21M	1.15	View chart
Cleanspark Conv (Principal)	0.6	$23M	+77%	24M	0.97	View chart
On Semiconductor Corp Conv (Principal)	0.6	$22M	-28%	23M	0.98	View chart
Haemonetics Corp Conv (Principal)	0.6	$22M	+27%	23M	0.97	View chart
Travere Therapeutics Conv (Principal)	0.6	$22M	+22%	17M	1.27	View chart
Itron Conv (Principal)	0.6	$22M	-28%	22M	1.01	View chart
Etsy Conv (Principal)	0.6	$22M	-5%	23M	0.93	View chart
Bridgebio Pharma Conv (Principal)	0.6	$21M	-8%	19M	1.13	View chart
Vishay Intertechnology Conv (Principal)	0.6	$21M	-13%	22M	0.96	View chart
Bruker Corp Conv Pfd (BRKRP)	0.6	$21M	-17%	71k	289.04	View chart
Qxo Conv Pfd (QXO.PB)	0.6	$21M	+38%	368k	55.84	View chart
Repligen Corp Conv (Principal)	0.6	$20M	-14%	21M	0.98	View chart
Pg&e Corp Conv Pfd (PCG.PX)	0.6	$20M		470k	43.23	View chart
Array Technologies Conv (Principal)	0.6	$20M	-4%	22M	0.91	View chart
Bill Holdings Conv (Principal)	0.5	$20M	-14%	22M	0.89	View chart
Dexcom Conv (Principal)	0.5	$20M	-5%	21M	0.92	View chart
Jazz Investments I Conv (Principal)	0.5	$19M	-29%	14M	1.42	View chart
Jetblue Airways Corp Conv (Principal)	0.5	$19M	NEW	19M	0.97	View chart
Pennymac Corp Conv (Principal)	0.5	$18M	-37%	17M	1.07	View chart
Snap Conv (Principal)	0.5	$18M	-17%	23M	0.81	View chart
Wells Fargo & Company Conv Pfd (WFC.PL)	0.5	$17M	-5%	148k	116.11	View chart
Progress Software Corp Conv (Principal)	0.4	$16M	-59%	18M	0.89	View chart
MKS Conv (Principal)	0.4	$16M	+231%	9.5M	1.66	View chart
Solaris Energy Infrastru Conv (Principal)	0.4	$16M	+61%	13M	1.25	View chart
Winnebago Industries Conv (Principal)	0.4	$16M	-10%	17M	0.91	View chart
Novanta Conv Pfd (NOVTU)	0.4	$15M	-50%	288k	53.55	View chart
Strategy Conv (Principal)	0.4	$15M	+224%	15M	1.03	View chart
Northern Oil & Gas Conv (Principal)	0.4	$15M	-55%	13M	1.12	View chart
Upstart Holdings Conv (Principal)	0.4	$15M	+540%	15M	0.98	View chart
Teladoc Health Conv (Principal)	0.4	$14M	-26%	15M	0.96	View chart
Upwork Conv (Principal)	0.4	$14M	-50%	14M	0.98	View chart
Enovis Corp Conv (Principal)	0.4	$14M	-5%	14M	0.99	View chart
Shift4 Payments Conv Pfd (FOUR.PA)	0.4	$13M	-23%	247k	53.31	View chart
Live Nation Entertainmen Conv (Principal)	0.4	$13M	-41%	8.5M	1.53	View chart
Coinbase Global Conv (Principal)	0.4	$13M	+220%	14M	0.93	View chart
Nutanix Conv (Principal)	0.4	$13M	-19%	14M	0.91	View chart
Five9 Conv (Principal)	0.3	$13M	-47%	14M	0.87	View chart
Guardant Health Conv (Principal)	0.3	$12M	NEW	12M	1.03	View chart
Neogenomics Conv (Principal)	0.3	$12M	-16%	14M	0.92	View chart
Ugi Corp Conv (Principal)	0.3	$12M	+4%	8.4M	1.42	View chart
Lumentum Holdings Conv (Principal)	0.3	$11M	+9%	1.1M	10.13	View chart
Mara Holdings Conv (Principal)	0.3	$11M	+3804%	13M	0.85	View chart
Alibaba Group Holding Conv (Principal)	0.3	$10M	-23%	7.4M	1.39	View chart
Halozyme Therapeutics In Conv (Principal)	0.3	$10M	+3290%	7.9M	1.28	View chart
Ncl Corporation Conv (Principal)	0.3	$9.3M	-7%	9.5M	0.98	View chart
Fluor Corp Conv (Principal)	0.3	$9.2M	-51%	7.4M	1.24	View chart
Sofi Technologies Conv (Principal)	0.3	$9.2M	+250%	8.9M	1.03	View chart
Applied Optoelectronics Conv (Principal)	0.2	$8.9M	-48%	4.0M	2.24	View chart
Burlington Stores Conv (Principal)	0.2	$8.3M	+233%	5.0M	1.66	View chart
Bofa Finance Conv (Principal)	0.2	$8.2M		6.8M	1.20	View chart
Ionis Pharmaceuticals In Conv (Principal)	0.2	$7.8M		5.1M	1.51	View chart
Capital Southwest Corp Conv (Principal)	0.2	$7.4M		7.2M	1.03	View chart
Microsoft Corporation Call Option (MSFT)	0.2	$7.4M	NEW	20k	370.17	View chart
Nutanix Conv (Principal)	0.2	$7.3M	-82%	7.2M	1.02	View chart
Strategy Conv Pfd (STRK)	0.2	$7.0M	-7%	98k	71.14	View chart
Shake Shack Conv (Principal)	0.2	$6.9M		7.3M	0.95	View chart
Evergy Conv (Principal)	0.2	$6.9M	+11%	5.0M	1.36	View chart
Etsy Conv (Principal)	0.2	$6.8M	-18%	7.0M	0.98	View chart
Seagate Hdd Cayman Conv (Principal)	0.2	$6.8M		1.4M	4.75	View chart
Cloudflare Conv (Principal)	0.2	$6.8M	NEW	5.8M	1.17	View chart
Blackstone Mortgage Tr Conv (Principal)	0.2	$6.4M		6.4M	1.00	View chart
Unity Software Conv (Principal)	0.2	$6.2M		6.4M	0.97	View chart
Rivian Auto Conv (Principal)	0.2	$5.9M		5.5M	1.08	View chart
Albemarle Corp Conv Pfd (ALB.PA)	0.2	$5.8M	+4%	81k	71.65	View chart
Greenbrier Cos Conv (Principal)	0.2	$5.7M	NEW	4.9M	1.17	View chart
Mgp Ingredients Conv (Principal)	0.2	$5.7M		5.9M	0.97	View chart
Cerence Conv (Principal)	0.2	$5.5M		6.2M	0.89	View chart
Cogent Biosciences Conv (Principal)	0.2	$5.5M		4.5M	1.23	View chart
Sirius Xm Holdings Conv (Principal)	0.1	$5.4M		5.1M	1.04	View chart
Jd.com Conv (Principal)	0.1	$5.2M	-44%	5.3M	1.00	View chart
Immunocore Holdings Conv (Principal)	0.1	$5.1M		5.6M	0.91	View chart
Upstart Holdings Conv (Principal)	0.1	$4.9M	-25%	6.8M	0.72	View chart
Freshpet Conv (Principal)	0.1	$4.6M	-70%	4.0M	1.15	View chart
Snap Conv (Principal)	0.1	$4.4M		4.9M	0.91	View chart
Microchip Technology Conv (Principal)	0.1	$4.3M	NEW	4.4M	0.99	View chart
On Semiconductor Corp Conv (Principal)	0.1	$4.3M	-88%	3.3M	1.29	View chart
Mirum Pharmaceuticals Conv (Principal)	0.1	$4.2M		1.4M	3.01	View chart
Wayfair Conv (Principal)	0.1	$4.1M	NEW	3.0M	1.36	View chart
Evolent Health Conv (Principal)	0.1	$4.1M	-54%	8.0M	0.51	View chart
Alphatec Holdings Conv (Principal)	0.1	$4.1M	NEW	4.1M	0.99	View chart
Wayfair Conv (Principal)	0.1	$3.8M	NEW	2.2M	1.76	View chart
Brightspring Health Serv Conv Pfd (BTSGU)	0.1	$3.8M	+94%	26k	142.64	View chart
Block Conv (Principal)	0.1	$3.7M	-83%	4.0M	0.94	View chart
General Motors Company (GM)	0.1	$3.7M	+25%	50k	74.50	View chart
Hldgs (UAL)	0.1	$3.7M	NEW	40k	92.07	View chart
Amphastar Pharmaceutical Conv (Principal)	0.1	$3.7M		4.1M	0.91	View chart
Servicenow (NOW)	0.1	$3.7M	NEW	35k	104.55	View chart
Herbalife Conv (Principal)	0.1	$3.6M	+441%	3.0M	1.21	View chart
Eaton (ETN)	0.1	$3.6M	-23%	10k	357.67	View chart
Stride Conv (Principal)	0.1	$3.5M		2.0M	1.72	View chart
Porch Group Conv (Principal)	0.1	$3.5M		3.2M	1.10	View chart
Spotify Technology Sa (SPOT)	0.1	$3.4M	NEW	7.0k	484.91	View chart
The Realreal Conv (Principal)	0.1	$3.4M		2.8M	1.20	View chart
Amazon (AMZN)	0.1	$3.3M	NEW	16k	208.27	View chart
Q2 Holdings Conv (Principal)	0.1	$3.3M	-90%	3.3M	1.00	View chart
T1 Energy Conv (Principal)	0.1	$3.3M	-55%	3.1M	1.06	View chart
Abbvie (ABBV)	0.1	$3.3M		15k	217.49	View chart
Carnival Corporation (CCL)	0.1	$3.2M	+25%	125k	25.88	View chart
Echostar Corporation Call Option (SATS)	0.1	$3.2M	NEW	28k	117.07	View chart
Pacira Biosciences Conv (Principal)	0.1	$3.2M		3.3M	0.97	View chart
Crowdstrike Hldgs Inc cl a (CRWD)	0.1	$3.1M	NEW	8.0k	390.41	View chart
Starwood Property Trust Conv (Principal)	0.1	$3.1M		3.0M	1.03	View chart
Workiva Conv (Principal)	0.1	$3.0M	-77%	3.0M	0.99	View chart
Morgan Stanley (MS)	0.1	$3.0M	NEW	18k	164.57	View chart
Halozyme Therapeutics In Conv (Principal)	0.1	$3.0M	-33%	2.8M	1.04	View chart
Lyft Conv (Principal)	0.1	$3.0M	NEW	2.9M	1.02	View chart
International Business Machines (IBM)	0.1	$2.9M	NEW	12k	242.39	View chart
Liberty Media Corp Conv (Principal)	0.1	$2.9M	+13%	2.5M	1.16	View chart
Alphabet Inc Class C cs (GOOG)	0.1	$2.9M	NEW	10k	286.86	View chart
General Electric (GE)	0.1	$2.8M	NEW	10k	283.77	View chart
Citigroup (C)	0.1	$2.8M	NEW	25k	113.41	View chart
Omnicell Conv (Principal)	0.1	$2.8M	NEW	2.9M	0.98	View chart
Corning Incorporated (GLW)	0.1	$2.7M	NEW	20k	135.97	View chart
Integer Holdings Corp Conv (Principal)	0.1	$2.7M	-60%	2.3M	1.19	View chart
Compass (COMP)	0.1	$2.5M	NEW	342k	7.31	View chart
Mara Holdings Conv (Principal)	0.1	$2.5M	NEW	2.8M	0.89	View chart
M&T Bank Corporation (MTB)	0.1	$2.5M	NEW	12k	206.72	View chart
Celcuity Conv (Principal)	0.1	$2.4M		980k	2.44	View chart
Bandwidth Conv (Principal)	0.1	$2.4M	-19%	2.7M	0.90	View chart
Shift4 Payments Conv (Principal)	0.1	$2.4M	-90%	2.5M	0.94	View chart
Seagate Technology (STX)	0.1	$2.4M	NEW	6.0k	391.76	View chart
Super Micro Computer Inc Com Usd0.001 Put Option (SMCI)	0.1	$2.3M	NEW	100k	22.77	View chart
Cipher Mining (CIFR)	0.1	$2.2M	NEW	173k	12.87	View chart
Copa Holdings Sa-class A (CPA)	0.1	$2.2M	NEW	19k	113.61	View chart
Veritone Conv (Principal)	0.1	$2.1M		2.1M	0.98	View chart
Akamai Technologies Conv (Principal)	0.1	$2.0M	-81%	1.8M	1.16	View chart
Bloom Energy Corp (BE)	0.1	$2.0M	NEW	15k	135.49	View chart
Blackline Conv (Principal)	0.1	$1.9M	-92%	2.0M	0.95	View chart
Bentley Systems Conv (Principal)	0.1	$1.9M		2.0M	0.95	View chart
Norwegian Cruise Line Hldgs Call Option (NCLH)	0.1	$1.9M	-66%	100k	18.70	View chart
Redwood Trust Conv (Principal)	0.1	$1.9M		1.8M	1.04	View chart
Nabors Industries Conv (Principal)	0.0	$1.8M	-6%	2.0M	0.92	View chart
Goldman Sachs Call Option (GS)	0.0	$1.7M	NEW	2.0k	845.99	View chart
Cytokinetics Conv (Principal)	0.0	$1.7M	-34%	1.1M	1.47	View chart
Joby Aviation Put Option (JOBY)	0.0	$1.7M	NEW	200k	8.26	View chart
Pagaya Technologies Conv (Principal)	0.0	$1.6M	-49%	1.4M	1.15	View chart
Ramaco Resources Conv (Principal)	0.0	$1.5M	NEW	2.0M	0.77	View chart
Digitalocean Holdings Conv (Principal)	0.0	$1.5M		1.5M	0.98	View chart
Evolent Health Conv (Principal)	0.0	$1.4M	-88%	2.6M	0.54	View chart
Advanced Energy Ind Conv (Principal)	0.0	$1.4M	-84%	565k	2.41	View chart
American Water Capital C Conv (Principal)	0.0	$1.2M	NEW	1.2M	1.01	View chart
Strategy Conv (Principal)	0.0	$1.1M	NEW	965k	1.15	View chart
Cracker Barrel Old Count Conv (Principal)	0.0	$1.0M		1.1M	0.98	View chart
Gossamer Bio Conv (Principal)	0.0	$961k	-62%	2.3M	0.43	View chart
Cable One Conv (Principal)	0.0	$939k		1.2M	0.76	View chart
Sarepta Therapeutics Conv (Principal)	0.0	$922k	-90%	1.0M	0.92	View chart
Lithium Argentina Conv (Principal)	0.0	$779k	-86%	809k	0.96	View chart
Ziff Davis Conv (Principal)	0.0	$767k		775k	0.99	View chart
Apple (AAPL)	0.0	$761k	NEW	3.0k	253.79	View chart
Akamai Technologies Call Option (AKAM)	0.0	$689k	-85%	6.0k	114.85	View chart
Indie Semiconductor Call Option (INDI)	0.0	$644k	NEW	200k	3.22	View chart
Plug Power Call Option (PLUG)	0.0	$565k	NEW	250k	2.26	View chart
Bridgebio Pharma Conv (Principal)	0.0	$541k		300k	1.80	View chart
Amc Networks Conv (Principal)	0.0	$427k		476k	0.90	View chart
Centrus Energy Corp Conv (Principal)	0.0	$409k	NEW	200k	2.04	View chart
Penn Entertainment Conv (Principal)	0.0	$380k	-56%	376k	1.01	View chart
Cipher Digital Conv (Principal)	0.0	$295k	NEW	95k	3.10	View chart
Applied Digital Corp Conv (Principal)	0.0	$280k	NEW	105k	2.67	View chart
Ftai Aviation (FTAI)	0.0	$230k	NEW	940.00	245.00	View chart
Qiagen NV Ord Shares (QGEN)	0.0	$156k	NEW	3.9k	40.04	View chart
Wayfair (W)	0.0	$156k	NEW	2.1k	75.21	View chart
Esperion Therapeutics (ESPR)	0.0	$137k	-73%	50k	2.74	View chart
Box Conv (Principal)	0.0	$102k	-99%	111k	0.92	View chart
Bloom Energy Corp Conv (Principal)	0.0	$98k	-98%	15k	6.56	View chart
Bigbear Ai Hldgs (BBAI)	0.0	$70k	-80%	20k	3.52	View chart
Gamestop Corp New Wt Exp 103026 (GME.WS)	0.0	$26k		6.8k	3.86	View chart
Aurora Innovatio (AUROW)	0.0	$12k		62k	0.20	View chart
Bigbear Ai Hldgs (BBAI.WS)	0.0	$8.2k		18k	0.45	View chart
Opendoor Technologies (OPENW)	0.0	$725.035300		1.2k	0.60	View chart
Opendoor Technologies (OPENL)	0.0	$294.954000		1.2k	0.25	View chart
Opendoor Technologies (OPENZ)	0.0	$282.004800		1.2k	0.24	View chart

Past Filings by Advent Capital Management

SEC 13F filings are viewable for Advent Capital Management going back to 2010

Advent Capital Management 2026 Q1 filed May 7, 2026
Advent Capital Management 2025 Q4 filed Feb. 9, 2026
Advent Capital Management 2025 Q3 filed Nov. 13, 2025
Advent Capital Management 2025 Q2 filed Aug. 13, 2025
Advent Capital Management 2025 Q1 filed May 12, 2025
Advent Capital Management 2024 Q4 filed Feb. 13, 2025
Advent Capital Management 2024 Q3 filed Nov. 13, 2024
Advent Capital Management 2024 Q2 filed Aug. 13, 2024
Advent Capital Management 2024 Q1 filed May 14, 2024
Advent Capital Management 2023 Q4 filed Feb. 13, 2024
Advent Capital Management 2023 Q3 filed Nov. 13, 2023
Advent Capital Management 2023 Q2 filed Aug. 11, 2023
Advent Capital Management 2023 Q1 filed May 12, 2023
Advent Capital Management 2022 Q4 filed Feb. 14, 2023
Advent Capital Management 2022 Q3 restated filed Nov. 15, 2022
Advent Capital Management 2022 Q3 filed Nov. 14, 2022

View all past filings

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