CQS (US), LLC

PrivateCIK: 1447946
Location

NEW YORK, NY

44
Positions
$367.34M
Total AUM (reported)
286.77M
Total Shares

Allocation by class

TOTAL AUM$367.34M44 positions
COM$62.97M17.1%
NOTE 3/1$33.68M9.2%
NOTE 5/0$33.17M9.0%
NOTE 0.750% 5/0$31.47M8.6%
NOTE 0.125% 5/0$31.17M8.5%
NOTE 0.750% 3/1$27.88M7.6%
NOTE 1.250% 5/0$26.93M7.3%

Portfolio Concentration

Top 326.1%4–1037.8%11–2526.8%Rest9.3%TOP 1063.9%0%100%
Top 3$95.80M26.1%
4–10$138.91M37.8%
11–25$98.56M26.8%
Rest$34.07M9.3%

Top 3 weight

26.1%

Top 10 weight

63.9%

Voting Authority Distribution

Total shares with voting rights: 286.77M

Sole

Full voting authority

0.00

shares

% of voting shares0.0%
Shared

Joint voting authority

286.77M

shares

% of voting shares100.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole0
Shared0
Other44
Dominant voting typeShared · 100.0% of voting shares
Institutional Holdings44
Rows:

ON SEMICONDUCTOR CORP

DFND
NOTE 5/0
Shares23.70M
TypePRN
Market value$33.17M
9.03%
Sole
0.00
Shared
23.70M
None
0.00

BOOKING HOLDINGS INC

DFND
NOTE 0.750% 5/0
Shares14.95M
TypePRN
Market value$31.47M
8.57%
Sole
0.00
Shared
14.95M
None
0.00

AKAMAI TECHNOLOGIES INC

DFND
NOTE 0.125% 5/0
Shares29.65M
TypePRN
Market value$31.17M
8.49%
Sole
0.00
Shared
29.65M
None
0.00

FORD MTR CO DEL

DFND
NOTE 3/1
Shares30.70M
TypePRN
Market value$31.10M
8.47%
Sole
0.00
Shared
30.70M
None
0.00

EURONET WORLDWIDE INC

DFND
NOTE 0.750% 3/1
Shares28.80M
TypePRN
Market value$27.88M
7.59%
Sole
0.00
Shared
28.80M
None
0.00

SOUTHWEST AIRLS CO

DFND
NOTE 1.250% 5/0
Shares26.85M
TypePRN
Market value$26.93M
7.33%
Sole
0.00
Shared
26.85M
None
0.00

UR-ENERGY INC

DFND
COM
Shares12.22M
TypeSH
Market value$17.11M
4.66%
Sole
0.00
Shared
12.22M
None
0.00

WAYFAIR INC

DFND
NOTE 0.625%10/0
Shares14.18M
TypePRN
Market value$13.23M
3.60%
Sole
0.00
Shared
14.18M
None
0.00

SEMTECH CORP

DFND
NOTE 1.625%11/0
Shares11.70M
TypePRN
Market value$12.42M
3.38%
Sole
0.00
Shared
11.70M
None
0.00

BURLINGTON STORES INC

DFND
NOTE 2.250% 4/1
Shares8.75M
TypePRN
Market value$10.24M
2.79%
Sole
0.00
Shared
8.75M
None
0.00

URANIUM ENERGY CORP

DFND
COM
Shares1.60M
TypeSH
Market value$9.62M
2.62%
Sole
0.00
Shared
1.60M
None
0.00

ENPHASE ENERGY INC

DFND
NOTE 3/0
Shares11.20M
TypePRN
Market value$9.32M
2.54%
Sole
0.00
Shared
11.20M
None
0.00

ARRAY TECHNOLOGIES INC

DFND
NOTE 1.000%12/0
Shares11M
TypePRN
Market value$8.88M
2.42%
Sole
0.00
Shared
11M
None
0.00

DATADOG INC

DFND
NOTE 0.125% 6/1
Shares6M
TypePRN
Market value$8.70M
2.37%
Sole
0.00
Shared
6M
None
0.00

DIAMONDBACK ENERGY INC

DFND
COM
Shares35.70K
TypeSH
Market value$7.15M
1.95%
Sole
0.00
Shared
35.70K
None
0.00

TRANSOCEAN LTD

DFND
REG SHS
Shares1.29M
TypeSH
Market value$6.93M
1.89%
Sole
0.00
Shared
1.29M
None
0.00

CAMECO CORP

DFND
COM
Shares135K
TypeSH
Market value$6.64M
1.81%
Sole
0.00
Shared
135K
None
0.00

JETBLUE AIRWAYS CORP

DFND
NOTE 0.500% 4/0
Shares7.43M
TypePRN
Market value$6.56M
1.79%
Sole
0.00
Shared
7.43M
None
0.00

ON SEMICONDUCTOR CORP

DFND
NOTE 0.500% 3/0
Shares6.75M
TypePRN
Market value$6.49M
1.77%
Sole
0.00
Shared
6.75M
None
0.00

AKAMAI TECHNOLOGIES INC

DFND
NOTE 0.375% 9/0
Shares5.75M
TypePRN
Market value$5.58M
1.52%
Sole
0.00
Shared
5.75M
None
0.00

EOG RES INC

DFND
COM
Shares42.60K
TypeSH
Market value$5.36M
1.46%
Sole
0.00
Shared
42.60K
None
0.00

TELADOC HEALTH INC

DFND
NOTE 1.250% 6/0
Shares5.90M
TypePRN
Market value$4.89M
1.33%
Sole
0.00
Shared
5.90M
None
0.00

ZTO EXPRESS CAYMAN INC

DFND
NOTE 1.500% 9/0
Shares4.70M
TypePRN
Market value$4.60M
1.25%
Sole
0.00
Shared
4.70M
None
0.00

WHEATON PRECIOUS METALS CORP

DFND
COM
Shares76K
TypeSH
Market value$3.98M
1.08%
Sole
0.00
Shared
76K
None
0.00

BLOCK INC

DFND
NOTE 0.125% 3/0
Shares4M
TypePRN
Market value$3.86M
1.05%
Sole
0.00
Shared
4M
None
0.00
Page 1 of 2