CAMDEN ASSET MANAGEMENT L P /CA

PrivateCIK: 903944
Location

LOS ANGELES, CA

69
Positions
$2.94B
Total AUM (reported)
2.40B
Total Shares

Allocation by class

TOTAL AUM$2.94B69 positions
CNV$2.54B86.2%
CVP$397.33M13.5%
STO$8.02M0.3%
WAR$0.000.0%

Portfolio Concentration

Top 317.3%4–1022.7%11–2531.0%Rest29.1%TOP 1040.0%0%100%
Top 3$508.87M17.3%
4–10$666.32M22.7%
11–25$910.51M31.0%
Rest$855.95M29.1%

Top 3 weight

17.3%

Top 10 weight

40.0%

Voting Authority Distribution

Total shares with voting rights: 2.40B

Sole

Full voting authority

0.00

shares

% of voting shares0.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

2.40B

shares

% of voting shares100.0%

Investment Discretion (by position count)

Sole69
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings69
Rows:

NEXTERA ENERGY CAPITAL CV 3PERCENT 030127 REG

SOLE
CNV
Shares145.47M
TypePRN
Market value$201.85M
6.86%
Sole
0.00
Shared
0.00
None
145.47M

WEC ENERGY GROUP IN CV 4.375PERCENT 060127 REG

SOLE
CNV
Shares145.64M
TypePRN
Market value$175.50M
5.97%
Sole
0.00
Shared
0.00
None
145.64M

VENTAS REALTY LP CV 3.75PERCENT 060126 REG

SOLE
CNV
Shares88.45M
TypePRN
Market value$131.52M
4.47%
Sole
0.00
Shared
0.00
None
88.45M

OKTA INC CV 0.375PERCENT 061526 REG

SOLE
CNV
Shares119.52M
TypePRN
Market value$118.32M
4.02%
Sole
0.00
Shared
0.00
None
119.52M

UBER TECHNOLOGIES I CV 0.875PERCENT 120128 REG

SOLE
CNV
Shares97.11M
TypePRN
Market value$116.77M
3.97%
Sole
0.00
Shared
0.00
None
97.11M

PPL CORPORATION CV 7PERCENT 021529 PFD REG

SOLE
CVP
Shares1.78M
TypeSH
Market value$90.83M
3.09%
Sole
0.00
Shared
0.00
None
1.78M

AMERICAN WATER CAPI CV 3.625PERCENT 061526 REG

SOLE
CNV
Shares88.97M
TypePRN
Market value$88.77M
3.02%
Sole
0.00
Shared
0.00
None
88.97M

ON SEMICONDUCTOR CORP CV 0.5PERCENT 030129 REG

SOLE
CNV
Shares90.37M
TypePRN
Market value$88.34M
3.00%
Sole
0.00
Shared
0.00
None
90.37M

BANK OF AMERICA CORP 7.25PERCENT CV PFD L

SOLE
CVP
Shares71.86K
TypeSH
Market value$85.56M
2.91%
Sole
0.00
Shared
0.00
None
71.86K

EVERGY INC CV 4.5PERCENT 121527 REG

SOLE
CNV
Shares57.61M
TypePRN
Market value$77.72M
2.64%
Sole
0.00
Shared
0.00
None
57.61M

UPWORK INC CV 0.25PERCENT 081526 REG

SOLE
CNV
Shares79.02M
TypePRN
Market value$77.24M
2.63%
Sole
0.00
Shared
0.00
None
79.02M

NEXTERA ENERGY CV 7.375PERCENT 021529 PFD REG

SOLE
CVP
Shares1.50M
TypeSH
Market value$75.46M
2.57%
Sole
0.00
Shared
0.00
None
1.50M

DEXCOM INC CV 0.375PERCENT 051528 REG

SOLE
CNV
Shares75.05M
TypePRN
Market value$69.12M
2.35%
Sole
0.00
Shared
0.00
None
75.05M

CONMED CORP CV 2.25PERCENT 061527 REG

SOLE
CNV
Shares69.30M
TypePRN
Market value$67.08M
2.28%
Sole
0.00
Shared
0.00
None
69.30M

WORLD KINECT CORP CV 3.25PERCENT 070128 REG

SOLE
CNV
Shares63.85M
TypePRN
Market value$66.95M
2.28%
Sole
0.00
Shared
0.00
None
63.85M

ETSY INC CV 0.25PERCENT 061528 REG

SOLE
CNV
Shares70.72M
TypePRN
Market value$63.14M
2.15%
Sole
0.00
Shared
0.00
None
70.72M

EL PASO ENERGY CA CV 4.75PERCENT 033128PFD REG

SOLE
CVP
Shares1.19M
TypeSH
Market value$60.84M
2.07%
Sole
0.00
Shared
0.00
None
1.19M

TELADOC HEALTH INC CV 1.25PERCENT 060127 REG

SOLE
CNV
Shares62.64M
TypePRN
Market value$59.76M
2.03%
Sole
0.00
Shared
0.00
None
62.64M

CHEESECAKE FACTORY (THE CV 2PERCENT 031530 REG

SOLE
CNV
Shares58.70M
TypePRN
Market value$59.67M
2.03%
Sole
0.00
Shared
0.00
None
58.70M

DIGITALOCEAN HOLDINGS CV 0PERCENT 120126 REG

SOLE
CNV
Shares60.25M
TypePRN
Market value$58.68M
1.99%
Sole
0.00
Shared
0.00
None
60.25M

NUTANIX INC CV 0.5PERCENT 121529 REG

SOLE
CNV
Shares63.93M
TypePRN
Market value$57.63M
1.96%
Sole
0.00
Shared
0.00
None
63.93M

SNOWFLAKE INC CV 0PERCENT 100129 REG

SOLE
CNV
Shares42.68M
TypePRN
Market value$52.22M
1.78%
Sole
0.00
Shared
0.00
None
42.68M

ANI PHARMACEUTICALS CV 2.25PERCENT 090129 REG

SOLE
CNV
Shares40.52M
TypePRN
Market value$50.17M
1.71%
Sole
0.00
Shared
0.00
None
40.52M

ARROWHEAD RESEARCH CORP CV 0PERCENT 011532 REG

SOLE
CNV
Shares45.50M
TypePRN
Market value$47.07M
1.60%
Sole
0.00
Shared
0.00
None
45.50M

LANTHEUS HOLDINGS I CV 2.625PERCENT 121527 REG

SOLE
CNV
Shares37.92M
TypePRN
Market value$45.46M
1.55%
Sole
0.00
Shared
0.00
None
37.92M
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