CAMDEN ASSET MANAGEMENT L P /CA

CIK 0000903944 · LOS ANGELES, CA · Quarter end: 2026-06-30 · Filed on: 2026-08-12 · Open the SEC source

CAMDEN ASSET MANAGEMENT L P /CA reported 73 positions worth $3.43B as of June 30, 2026 (13F filed August 12, 2026). Largest holding: AKAM 0.25 05-15-33 (5.0%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$3.43B
2026 Q2
Positions
73
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
36.7%
Est. Net Flow (Q)
2026 Q2
10 / 73 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1AKAM 0.25 05-15-33AKAMAI TECHNOLOGIES CV 0.25Percent 051533 REGSH$173.2M5.04%118,770,000
2FE 3.625 01-15-29FIRSTENERGY CORP CV 3.625Percent 011529 REGSH$161.7M4.71%148,122,000
3NEE 3 03-01-27NEXTERA ENERGY CAPITAL CV 3Percent 030127 REGSH$147.6M4.30%112,340,000
4BA 6 10-15-27BOEING CO/THE CV 6Percent 101527PFD REGSH$145.7M4.24%2,150,000
5GOOGL 6.25 05-15-29 BALPHABET INC CV 6.25Percent 051529 PFD BREGSH$132.3M3.85%2,637,759
6UBER 0.875 12-01-28 2028UBER TECHNOLOGIES I CV 0.875Percent 120128 REGSH$108.5M3.16%90,735,000
7NET 0 06-15-30CLOUDFLARE INC CV 0Percent 061530 REGSH$105.9M3.08%83,676,000
8BBIO 1.75 03-01-31BRIDGEBIO PHARMA INC CV 1.75Percent 030131 REGSH$101.9M2.97%60,600,000
9BAC 7.25 PERP LBANK OF AMERICA CORP 7.25Percent CV PFD LSH$99.7M2.90%79,488
10DASH 0 05-15-30DOORDASH INC CV 0Percent 051530 REGSH$82.7M2.41%84,000,000

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

Frequently Asked Questions

What stocks does CAMDEN ASSET MANAGEMENT L P /CA hold as of Q2 2026?

CAMDEN ASSET MANAGEMENT L P /CA reported 73 positions worth $3.43B in its Q2 2026 13F filing. Largest positions: AKAM 0.25 05-15-33 (5.0%), FE 3.625 01-15-29 (4.7%), NEE 3 03-01-27 (4.3%), BA 6 10-15-27 (4.2%) and GOOGL 6.25 05-15-29 B (3.9%).

What did CAMDEN ASSET MANAGEMENT L P /CA buy in Q2 2026?

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

What did CAMDEN ASSET MANAGEMENT L P /CA 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.