DLD ASSET MANAGEMENT, LP

PrivateCIK: 1578299
Location

NEW YORK, NY

436
Positions
$1.51B
Total AUM (reported)
613.80M
Total Shares

Allocation by class

TOTAL AUM$1.51B436 positions
COM$181.26M12.0%
NOTE 3.875%11/3$148.68M9.8%
NOTE 1.750% 6/1$93.67M6.2%
NOTE 2.500% 6/1$80.92M5.3%
ORD SHS CL A$68.06M4.5%
NOTE 1.125% 9/0$67.70M4.5%
NOTE 2.250%11/0$59.07M3.9%

Portfolio Concentration

Top 321.4%4–1023.5%11–2522.3%Rest32.8%TOP 1044.9%0%100%
Top 3$323.27M21.4%
4–10$356.22M23.5%
11–25$338.00M22.3%
Rest$496.33M32.8%

Top 3 weight

21.4%

Top 10 weight

44.9%

Voting Authority Distribution

Total shares with voting rights: 613.80M

Sole

Full voting authority

613.80M

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)

Sole436
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings436
Rows:

ECHOSTAR CORP

SOLE
NOTE 3.875%11/3
Shares47.50M
TypePRN
Market value$148.68M
9.82%
Sole
47.50M
Shared
0.00
None
0.00

IONIS PHARMACEUTICALS INC

SOLE
NOTE 1.750% 6/1
Shares60M
TypePRN
Market value$93.67M
6.19%
Sole
60M
Shared
0.00
None
0.00

WOLFSPEED INC

SOLE
NOTE 2.500% 6/1
Shares20.50M
TypePRN
Market value$80.92M
5.35%
Sole
20.50M
Shared
0.00
None
0.00

STRIDE INC

SOLE
NOTE 1.125% 9/0
Shares40M
TypePRN
Market value$67.70M
4.47%
Sole
40M
Shared
0.00
None
0.00

CENTRUS ENERGY CORP

SOLE
NOTE 2.250%11/0
Shares29.50M
TypePRN
Market value$59.07M
3.90%
Sole
29.50M
Shared
0.00
None
0.00

AKAMAI TECHNOLOGIES INC

SOLE
NOTE 0.250% 5/1
Shares40M
TypePRN
Market value$58.51M
3.87%
Sole
40M
Shared
0.00
None
0.00

ON SEMICONDUCTOR CORP

SOLE
NOTE 5/0
Shares27.50M
TypePRN
Market value$50.19M
3.32%
Sole
27.50M
Shared
0.00
None
0.00

BOFA FIN LLC

SOLE
MTNF 0.600% 5/2
Shares35.50M
TypePRN
Market value$44.71M
2.95%
Sole
35.50M
Shared
0.00
None
0.00

MARA HOLDINGS INC

SOLE
COM
Shares2.84M
TypeSH
Market value$39.46M
2.61%
Sole
2.84M
Shared
0.00
None
0.00

ELI LILLY & CO

SOLE
COM
Shares30.50K
TypeSH
Market value$36.58M
2.42%
Sole
30.50K
Shared
0.00
None
0.00

FIRSTENERGY CORP

SOLE
NOTE 3.625% 1/1
Shares30M
TypePRN
Market value$32.87M
2.17%
Sole
30M
Shared
0.00
None
0.00

ENCORE CAP GROUP INC

SOLE
NOTE 4.000% 3/1
Shares20M
TypePRN
Market value$30.86M
2.04%
Sole
20M
Shared
0.00
None
0.00

PATRICK INDS INC

SOLE
NOTE 1.750%12/0
Shares20.50M
TypePRN
Market value$30.40M
2.01%
Sole
20.50M
Shared
0.00
None
0.00

SUPER MICRO COMPUTER INC

SOLE
COM NEW
Shares1.02M
TypeSH
Market value$30.07M
1.99%
Sole
1.02M
Shared
0.00
None
0.00

MERIT MED SYS INC

SOLE
NOTE 3.000% 2/0
Shares27.50M
TypePRN
Market value$29.70M
1.96%
Sole
27.50M
Shared
0.00
None
0.00

T1 ENERGY INC

SOLE
NOTE 4.000% 4/1
Shares17M
TypePRN
Market value$29.26M
1.93%
Sole
17M
Shared
0.00
None
0.00

SUPER MICRO COMPUTER INC

SOLE
NOTE 6/1
Shares32.50M
TypePRN
Market value$29.05M
1.92%
Sole
32.50M
Shared
0.00
None
0.00

RIVIAN AUTOMOTIVE INC

SOLE
NOTE 3.625%10/1
Shares25M
TypePRN
Market value$26.81M
1.77%
Sole
25M
Shared
0.00
None
0.00

STARWOOD PPTY TR INC

SOLE
NOTE 6.750% 7/1
Shares22.50M
TypePRN
Market value$22.92M
1.51%
Sole
22.50M
Shared
0.00
None
0.00

PAGAYA TECHNOLOGIES LTD

SOLE
CL A NEW
Shares805K
TypeSH
Market value$14.68M
0.97%
Sole
805K
Shared
0.00
None
0.00

RIVIAN AUTOMOTIVE INC

SOLE
COM CL A
Shares750K
TypeSH
Market value$13.01M
0.86%
Sole
750K
Shared
0.00
None
0.00

AMPRIUS TECHNOLOGIES INC

SOLE
COMMON STOCK
Shares912.20K
TypeSH
Market value$12.64M
0.84%
Sole
912.20K
Shared
0.00
None
0.00

XEROX HOLDINGS CORP

SOLE
NOTE 3.750% 3/1
Shares35M
TypePRN
Market value$12.51M
0.83%
Sole
35M
Shared
0.00
None
0.00

AMKOR TECHNOLOGY INC

SOLE
COM
Shares140K
TypeSH
Market value$12.07M
0.80%
Sole
140K
Shared
0.00
None
0.00

BITDEER TECHNOLOGIES GROUP

SOLE
CL A ORD SHS
Shares702K
TypeSH
Market value$11.15M
0.74%
Sole
702K
Shared
0.00
None
0.00
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