ABSOLUTE INVESTMENT ADVISERS, LLC

PrivateCIK: 1316187
Location

ROSEMARY BEACH, FL

112
Positions
$1.03B
Total AUM (reported)
727.96M
Total Shares

Allocation by class

TOTAL AUM$1.03B112 positions
COM$75.49M7.3%
NOTE 1.250% 6/0$36.13M3.5%
NOTE 3.250% 6/1$31.47M3.0%
NOTE 2.750% 1/1$25.01M2.4%
NOTE 1.625%11/0$23.77M2.3%
NOTE 2.250% 6/1$23.17M2.2%
NOTE 6/1$21.96M2.1%

Portfolio Concentration

Top 39.0%4–1013.5%11–2523.3%Rest54.3%TOP 1022.5%0%100%
Top 3$92.61M9.0%
4–10$139.86M13.5%
11–25$240.88M23.3%
Rest$561.42M54.3%

Top 3 weight

9.0%

Top 10 weight

22.5%

Voting Authority Distribution

Total shares with voting rights: 727.96M

Sole

Full voting authority

727.96M

shares

% of voting shares100.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole112
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings112
Rows:

MKS INC.

SOLE
NOTE 1.250% 6/0
Shares12.29M
TypeSH
Market value$36.13M
3.49%
Sole
12.29M
Shared
0.00
None
0.00

GRANITE CONSTR INC

SOLE
NOTE 3.250% 6/1
Shares15M
TypeSH
Market value$31.47M
3.04%
Sole
15M
Shared
0.00
None
0.00

APPLIED OPTOELECTRONICS INC

SOLE
NOTE 2.750% 1/1
Shares7M
TypeSH
Market value$25.01M
2.42%
Sole
7M
Shared
0.00
None
0.00

SEMTECH CORP

SOLE
NOTE 1.625%11/0
Shares5.50M
TypeSH
Market value$23.77M
2.30%
Sole
5.50M
Shared
0.00
None
0.00

HALOZYME THERAPEUTICS INC

SOLE
NOTE 1.000% 8/1
Shares14M
TypeSH
Market value$20.40M
1.97%
Sole
14M
Shared
0.00
None
0.00

ETSY INC

SOLE
NOTE 1.000% 6/1
Shares17.20M
TypeSH
Market value$19.97M
1.93%
Sole
17.20M
Shared
0.00
None
0.00

FLUOR CORP

SOLE
NOTE 1.125% 8/1
Shares14.89M
TypeSH
Market value$19.71M
1.91%
Sole
14.89M
Shared
0.00
None
0.00

INTEGER HLDGS CORP

SOLE
DBCV 1.875% 3/1
Shares20M
TypeSH
Market value$19.24M
1.86%
Sole
20M
Shared
0.00
None
0.00

A10 NETWORKS INC

SOLE
NOTE 2.750% 4/0
Shares11M
TypeSH
Market value$18.65M
1.80%
Sole
11M
Shared
0.00
None
0.00

TETRA TECH INC NEW

SOLE
DBCV 2.250% 8/1
Shares17.23M
TypeSH
Market value$18.12M
1.75%
Sole
17.23M
Shared
0.00
None
0.00

CENTURY ALUM CO

SOLE
NOTE 2.750% 5/0
Shares6.94M
TypeSH
Market value$17.14M
1.66%
Sole
6.94M
Shared
0.00
None
0.00

ENCORE CAP GROUP INC

SOLE
NOTE 4.000% 3/1
Shares11.25M
TypeSH
Market value$17.13M
1.66%
Sole
11.25M
Shared
0.00
None
0.00

JAZZ INVESTMENTS I LTD

SOLE
NOTE 3.125% 9/1
Shares10M
TypeSH
Market value$17.05M
1.65%
Sole
10M
Shared
0.00
None
0.00

VISHAY INTERTECHNOLOGY INC

SOLE
NOTE 2.250% 9/1
Shares8.53M
TypeSH
Market value$16.88M
1.63%
Sole
8.53M
Shared
0.00
None
0.00

CIPHER DIGITAL INC

SOLE
NOTE 1.750% 5/1
Shares3M
TypeSH
Market value$16.86M
1.63%
Sole
3M
Shared
0.00
None
0.00

PATRICK INDS INC

SOLE
NOTE 1.750%12/0
Shares10.95M
TypeSH
Market value$16.24M
1.57%
Sole
10.95M
Shared
0.00
None
0.00

MERIT MED SYS INC

SOLE
NOTE 3.000% 2/0
Shares15M
TypeSH
Market value$16.16M
1.56%
Sole
15M
Shared
0.00
None
0.00

OSI SYSTEMS INC

SOLE
NOTE 2.250% 8/0
Shares12.01M
TypeSH
Market value$16.02M
1.55%
Sole
12.01M
Shared
0.00
None
0.00

ON SEMICONDUCTOR CORP

SOLE
NOTE 0.500% 3/0
Shares13.17M
TypeSH
Market value$15.89M
1.54%
Sole
13.17M
Shared
0.00
None
0.00

PARSONS CORP DEL

SOLE
NOTE 2.625% 3/0
Shares15.83M
TypeSH
Market value$15.60M
1.51%
Sole
15.83M
Shared
0.00
None
0.00

LANTHEUS HLDGS INC

SOLE
NOTE 2.625%12/1
Shares10.60M
TypeSH
Market value$15.38M
1.49%
Sole
10.60M
Shared
0.00
None
0.00

FLUENCE ENERGY INC

SOLE
NOTE 2.250% 6/1
Shares12M
TypeSH
Market value$15.37M
1.49%
Sole
12M
Shared
0.00
None
0.00

ANI PHARMACEUTICALS INC

SOLE
NOTE 2.250% 9/0
Shares11.72M
TypeSH
Market value$15.17M
1.47%
Sole
11.72M
Shared
0.00
None
0.00

FRESHPET INC

SOLE
NOTE 3.000% 4/0
Shares13M
TypeSH
Market value$15.14M
1.46%
Sole
13M
Shared
0.00
None
0.00

LEMAITRE VASCULAR INC

SOLE
NOTE 2.500% 2/0
Shares14M
TypeSH
Market value$14.86M
1.44%
Sole
14M
Shared
0.00
None
0.00
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