AEQUIM ALTERNATIVE INVESTMENTS LP

PrivateCIK: 1728201
Location

MILL VALLEY, CA

📋 What this filing means

AEQUIM ALTERNATIVE INVESTMENTS LP filed this quarterly 13F‑HR report disclosing 102 equity positions with a total reported market value of $6.43B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

102
Positions
$6.43B
Total AUM (reported)
2.56B
Total Shares

Allocation by class

TOTAL AUM$6.43B102 positions
NOTE 3.000%11/1$1.02B15.9%
7.625 MAND CONV$473.93M7.4%
6.375 PREF SER A$258.76M4.0%
NOTE 4.375% 6/0$249.18M3.9%
NOTE 0.500% 6/0$236.20M3.7%
7 DEP CM SR A WI$223.43M3.5%
NOTE 3.875%11/3$215.63M3.4%

Portfolio Concentration

Top 327.3%4–1022.0%11–2525.4%Rest25.3%TOP 1049.3%0%100%
Top 3$1.76B27.3%
4–10$1.42B22.0%
11–25$1.63B25.4%
Rest$1.63B25.3%

Top 3 weight

27.3%

Top 10 weight

49.3%

Voting Authority Distribution

Total shares with voting rights: 2.56B

Sole

Full voting authority

2.56B

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)

Sole102
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings102
Rows:

WESTERN DIGITAL CORP

SOLE
NOTE 3.000%11/1
Shares60.50M
TypePRN
Market value$1.02B
15.90%
Sole
60.50M
Shared
0.00
None
0.00

HEWLETT PACKARD ENTERPRISE C

SOLE
7.625 MAND CONV
Shares4.05M
TypeSH
Market value$473.93M
7.37%
Sole
4.05M
Shared
0.00
None
0.00

BRUKER CORP

SOLE
6.375 PREF SER A
Shares580K
TypeSH
Market value$258.76M
4.02%
Sole
580K
Shared
0.00
None
0.00

ALIBABA GROUP HLDG LTD

SOLE
NOTE 0.500% 6/0
Shares200M
TypePRN
Market value$236.20M
3.67%
Sole
200M
Shared
0.00
None
0.00

SUPER MICRO COMPUTER INC

SOLE
7 DEP CM SR A WI
Shares4.30M
TypeSH
Market value$223.43M
3.47%
Sole
4.30M
Shared
0.00
None
0.00

ECHOSTAR CORP

SOLE
NOTE 3.875%11/3
Shares69M
TypePRN
Market value$215.63M
3.35%
Sole
69M
Shared
0.00
None
0.00

SNOWFLAKE INC

SOLE
NOTE 10/0
Shares120M
TypePRN
Market value$199.73M
3.10%
Sole
120M
Shared
0.00
None
0.00

EVERGY INC

SOLE
NOTE 4.500%12/1
Shares134M
TypePRN
Market value$190.77M
2.96%
Sole
134M
Shared
0.00
None
0.00

ORACLE CORP

SOLE
6.5 DEP CUM SR D
Shares4.10M
TypeSH
Market value$184.29M
2.86%
Sole
4.10M
Shared
0.00
None
0.00

WEC ENERGY GROUP INC

SOLE
NOTE 4.375% 6/0
Shares135M
TypePRN
Market value$167.43M
2.60%
Sole
135M
Shared
0.00
None
0.00

RIVIAN AUTOMOTIVE INC

SOLE
NOTE 3.625%10/1
Shares155M
TypePRN
Market value$165.50M
2.57%
Sole
155M
Shared
0.00
None
0.00

TXNM ENERGY INC

SOLE
NOTE 5.750% 6/0
Shares122.50M
TypePRN
Market value$160.08M
2.49%
Sole
122.50M
Shared
0.00
None
0.00

MICROCHIP TECHNOLOGY INC.

SOLE
DEP SHS REPSTG
Shares1.70M
TypeSH
Market value$130.41M
2.03%
Sole
1.70M
Shared
0.00
None
0.00

LIVE NATION ENTERTAINMENT IN

SOLE
NOTE 3.125% 1/1
Shares72.50M
TypePRN
Market value$129.34M
2.01%
Sole
72.50M
Shared
0.00
None
0.00

CENTERPOINT ENERGY INC

SOLE
NOTE 4.250% 8/1
Shares107.25M
TypePRN
Market value$129.21M
2.01%
Sole
107.25M
Shared
0.00
None
0.00

ALBEMARLE CORP

SOLE
7.25% DEP SHS A
Shares2.23M
TypeSH
Market value$123.15M
1.91%
Sole
2.23M
Shared
0.00
None
0.00

ETSY INC

SOLE
NOTE 0.125%10/0
Shares97.50M
TypePRN
Market value$99.47M
1.55%
Sole
97.50M
Shared
0.00
None
0.00

FIRSTENERGY CORP

SOLE
NOTE 3.625% 1/1
Shares87.50M
TypePRN
Market value$95.62M
1.49%
Sole
87.50M
Shared
0.00
None
0.00

NOVANTA INC

SOLE
UNIT 11/01/2028
Shares1.40M
TypeSH
Market value$95.58M
1.49%
Sole
1.40M
Shared
0.00
None
0.00

GUARDANT HEALTH INC

SOLE
DEBT 1.250% 2/1
Shares37.50M
TypePRN
Market value$94.41M
1.47%
Sole
37.50M
Shared
0.00
None
0.00

PG&E CORP

SOLE
PFD CONV SER A
Shares2.20M
TypeSH
Market value$91.01M
1.41%
Sole
2.20M
Shared
0.00
None
0.00

WEC ENERGY GROUP INC

SOLE
NOTE 4.375% 6/0
Shares67.50M
TypePRN
Market value$81.74M
1.27%
Sole
67.50M
Shared
0.00
None
0.00

INTERDIGITAL INC

SOLE
NOTE 3.500% 6/0
Shares22.30M
TypePRN
Market value$81.64M
1.27%
Sole
22.30M
Shared
0.00
None
0.00

CMS ENERGY CORP

SOLE
NOTE 3.375% 5/0
Shares70M
TypePRN
Market value$78.17M
1.21%
Sole
70M
Shared
0.00
None
0.00

REPLIGEN CORP

SOLE
NOTE 1.000%12/1
Shares75M
TypePRN
Market value$77.09M
1.20%
Sole
75M
Shared
0.00
None
0.00
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