ADVENT CAPITAL MANAGEMENT /DE/

CIK 0001097278 · NEW YORK, NY · Quarter end: 2026-06-30 · Filed on: 2026-08-11 · Open the SEC source

ADVENT CAPITAL MANAGEMENT /DE/ reported 236 positions worth $4.46B as of June 30, 2026 (13F filed August 11, 2026). Largest holding: BAC 7.25 PERP L (4.1%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$4.46B
2026 Q2
Positions
236
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
26.6%
Est. Net Flow (Q)
2026 Q2
10 / 236 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1BAC 7.25 PERP LBANK OF AMERICA CORPSH$183.9M4.12%146,276
2WFC 7.5 PERP LWELLS FARGO & COMPANYSH$176.6M3.96%152,080
3UBER 0.875 12-01-28 2028UBER TECHNOLOGIES INCSH$146.4M3.28%122,088,000
4DASH 0 05-15-30DOORDASH INCSH$139.3M3.12%141,271,000
5NEE 7.299 06-01-27NEXTERA ENERGY INCSH$104.8M2.35%1,953,959
6CMS 3.375 05-01-28CMS ENERGY CORPSH$92.3M2.07%82,240,000
7PPL 2.875 03-15-28PPL CAPITAL FUNDING INCSH$91.7M2.05%80,083,000
8GPN 1.5 03-01-31GLOBAL PAYMENTS INCSH$85.1M1.91%94,075,000
9GOOGL 6.25 05-15-29 AALPHABET INCSH$82.7M1.85%1,638,841
10AKAM 0.25 05-15-33AKAMAI TECHNOLOGIES INCSH$82.4M1.85%56,426,000

The free plan shows the top 10 positions. The remaining 226 positions, the full portfolio and quarter changes unlock with Pro.

Pro Feature

This section is exclusive to Fundocap Pro. Full holdings tables, consensus trades, ownership analysis, backtests and exports unlock with Pro.

Upgrade to Pro

Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does ADVENT CAPITAL MANAGEMENT /DE/ hold as of Q2 2026?

ADVENT CAPITAL MANAGEMENT /DE/ reported 236 positions worth $4.46B in its Q2 2026 13F filing. Largest positions: BAC 7.25 PERP L (4.1%), WFC 7.5 PERP L (4.0%), UBER 0.875 12-01-28 2028 (3.3%), DASH 0 05-15-30 (3.1%) and NEE 7.299 06-01-27 (2.3%).

What did ADVENT CAPITAL MANAGEMENT /DE/ buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did ADVENT CAPITAL MANAGEMENT /DE/ sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.