BOUSSARD & GAVAUDAN INVESTMENT MANAGEMENT LLP

PrivateCIK: 1614986
Location

London, X0

89
Positions
$1.06B
Total AUM (reported)
12.25M
Total Shares

Allocation by class

TOTAL AUM$1.06B89 positions
NOTE 3.000%11/1$186.10M17.6%
COM$149.18M14.1%
COM SER A$71.24M6.7%
NOTE 2.500% 9/1$56.80M5.4%
NOTE 4.750%10/1$50.17M4.7%
NOTE 2.500% 3/1$46.24M4.4%
NOTE 1.000% 9/1$40.81M3.9%

Portfolio Concentration

Top 328.8%4–1028.7%11–2527.7%Rest14.8%TOP 1057.5%0%100%
Top 3$305.45M28.8%
4–10$303.91M28.7%
11–25$292.86M27.7%
Rest$156.67M14.8%

Top 3 weight

28.8%

Top 10 weight

57.5%

Voting Authority Distribution

Total shares with voting rights: 12.25M

Sole

Full voting authority

12.25M

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)

Sole87
Shared0
Other2
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings89
Rows:

WESTERN DIGITAL CORP

SOLE
NOTE 3.000%11/1
Shares27.45K
TypeSH
Market value$186.10M
17.57%
Sole
27.45K
Shared
0.00
None
0.00

WARNER BROS DISCOVERY INC

SOLE
COM SER A
Shares2.30M
TypeSH
Market value$62.55M
5.91%
Sole
2.30M
Shared
0.00
None
0.00

ADVANCED ENERGY INDS

SOLE
NOTE 2.500% 9/1
Shares24.96K
TypeSH
Market value$56.80M
5.36%
Sole
24.96K
Shared
0.00
None
0.00

ELECTRONIC ARTS INC

SOLE
COM
Shares258.84K
TypeSH
Market value$52.51M
4.96%
Sole
258.84K
Shared
0.00
None
0.00

EQUINOX GOLD CORP

SOLE
NOTE 4.750%10/1
Shares21.23K
TypeSH
Market value$50.17M
4.74%
Sole
21.23K
Shared
0.00
None
0.00

BRIDGEBIO PHARMA INC

SOLE
NOTE 2.500% 3/1
Shares26K
TypeSH
Market value$46.24M
4.37%
Sole
26K
Shared
0.00
None
0.00

ALNYLAM PHARMACEUTICALS INC

SOLE
NOTE 1.000% 9/1
Shares32K
TypeSH
Market value$40.81M
3.85%
Sole
32K
Shared
0.00
None
0.00

NORFOLK SOUTHN CORP

SOLE
COM
Shares135.88K
TypeSH
Market value$38.52M
3.64%
Sole
135.88K
Shared
0.00
None
0.00

GUARDANT HEALTH INC

SOLE
DEBT 1.250% 2/1
Shares23.20K
TypeSH
Market value$38.26M
3.61%
Sole
23.20K
Shared
0.00
None
0.00

SEAGATE HDD CAYMAN

SOLE
NOTE 3.500% 6/0
Shares8.32K
TypeSH
Market value$37.39M
3.53%
Sole
8.32K
Shared
0.00
None
0.00

CHEFS WHSE INC

SOLE
NOTE 2.375%12/1
Shares22.98K
TypeSH
Market value$33.65M
3.18%
Sole
22.98K
Shared
0.00
None
0.00

OSI SYSTEMS INC

SOLE
NOTE 2.250% 8/0
Shares20.90K
TypeSH
Market value$32.15M
3.04%
Sole
20.90K
Shared
0.00
None
0.00

WHITE MTNS INS GROUP LTD

SOLE
COM
Shares13.97K
TypeSH
Market value$30.97M
2.92%
Sole
13.97K
Shared
0.00
None
0.00

GRANITE CONSTR INC

SOLE
NOTE 3.250% 6/1
Shares15K
TypeSH
Market value$24.54M
2.32%
Sole
15K
Shared
0.00
None
0.00

SNOWFLAKE INC

SOLE
NOTE 10/0
Shares16.50K
TypeSH
Market value$20.02M
1.89%
Sole
16.50K
Shared
0.00
None
0.00

LCI INDS

SOLE
NOTE 3.000% 3/0
Shares15.75K
TypeSH
Market value$18.90M
1.79%
Sole
15.75K
Shared
0.00
None
0.00

ASCENDIS PHARMA A/S

SOLE
NOTE 2.250% 4/0
Shares12.90K
TypeSH
Market value$18.83M
1.78%
Sole
12.90K
Shared
0.00
None
0.00

ON SEMICONDUCTOR CORP

SOLE
NOTE 5/0
Shares13.80K
TypeSH
Market value$17.25M
1.63%
Sole
13.80K
Shared
0.00
None
0.00

LIVE NATION ENTERTAINMENT IN

DFND
NOTE 3.125% 1/1
Shares11K
TypeSH
Market value$16.63M
1.57%
Sole
11K
Shared
0.00
None
0.00

ANI PHARMACEUTICALS INC

SOLE
NOTE 2.250% 9/0
Shares13.35K
TypeSH
Market value$16.46M
1.55%
Sole
13.35K
Shared
0.00
None
0.00

STATE STR SPDR S&P 500 ETF T

SOLE
CALL
Shares1.13K
TypeSH
Market value$16.26M
1.54%
Sole
1.13K
Shared
0.00
None
0.00

POST HLDGS INC

SOLE
NOTE 2.500% 8/1
Shares14.83K
TypeSH
Market value$16.05M
1.52%
Sole
14.83K
Shared
0.00
None
0.00

IRHYTHM HOLDINGS INC

SOLE
NOTE 1.500% 9/0
Shares11K
TypeSH
Market value$12.02M
1.14%
Sole
11K
Shared
0.00
None
0.00

MKS INC.

DFND
NOTE 1.250% 6/0
Shares6.30K
TypeSH
Market value$10.09M
0.95%
Sole
6.30K
Shared
0.00
None
0.00

QNITY ELECTRONICS INC

SOLE
COMMON STOCK
Shares81.66K
TypeSH
Market value$9.03M
0.85%
Sole
81.66K
Shared
0.00
None
0.00
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