OPTI CAPITAL MANAGEMENT, LP

PrivateCIK: 1738654
Location

NEW YORK, NY

36
Positions
$1.39B
Total AUM (reported)
1.43B
Total Shares

Allocation by class

TOTAL AUM$1.39B36 positions
NOTE 3.125% 1/1$90.67M6.5%
NOTE 1.000% 6/0$85.24M6.1%
NOTE 0.250%11/0$82.16M5.9%
NOTE 1.000% 3/1$79.90M5.8%
NOTE 3/1$74.54M5.4%
NOTE 0.750% 5/0$67.26M4.8%
NOTE 0.125% 3/0$63.81M4.6%

Portfolio Concentration

Top 318.6%4–1032.4%11–2539.1%Rest10.0%TOP 1050.9%0%100%
Top 3$258.07M18.6%
4–10$449.17M32.4%
11–25$542.25M39.1%
Rest$138.69M10.0%

Top 3 weight

18.6%

Top 10 weight

50.9%

Voting Authority Distribution

Total shares with voting rights: 1.43B

Sole

Full voting authority

1.43B

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)

Sole36
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings36
Rows:

LIVE NATION ENTERTAINMENT IN

SOLE
NOTE 3.125% 1/1
Shares59.38M
TypePRN
Market value$90.67M
6.53%
Sole
59.38M
Shared
0.00
None
0.00

BLACKLINE INC

SOLE
NOTE 1.000% 6/0
Shares90.50M
TypePRN
Market value$85.24M
6.14%
Sole
90.50M
Shared
0.00
None
0.00

BLOCK INC

SOLE
NOTE 0.250%11/0
Shares87.50M
TypePRN
Market value$82.16M
5.92%
Sole
87.50M
Shared
0.00
None
0.00

FIVE9 INC

SOLE
NOTE 1.000% 3/1
Shares91.44M
TypePRN
Market value$79.90M
5.76%
Sole
91.44M
Shared
0.00
None
0.00

DRAFTKINGS INC NEW

SOLE
NOTE 3/1
Shares82.25M
TypePRN
Market value$74.54M
5.37%
Sole
82.25M
Shared
0.00
None
0.00

VERTEX INC

SOLE
NOTE 0.750% 5/0
Shares76.74M
TypePRN
Market value$67.26M
4.85%
Sole
76.74M
Shared
0.00
None
0.00

SNAP INC

SOLE
NOTE 0.125% 3/0
Shares69.45M
TypePRN
Market value$63.81M
4.60%
Sole
69.45M
Shared
0.00
None
0.00

DEXCOM INC

SOLE
NOTE 0.375% 5/1
Shares68.92M
TypePRN
Market value$63.78M
4.59%
Sole
68.92M
Shared
0.00
None
0.00

RAPID7 INC

SOLE
NOTE 0.250% 3/1
Shares54.46M
TypePRN
Market value$51.87M
3.74%
Sole
54.46M
Shared
0.00
None
0.00

TELADOC HEALTH INC

SOLE
NOTE 1.250% 6/0
Shares50M
TypePRN
Market value$48.00M
3.46%
Sole
50M
Shared
0.00
None
0.00

BOX INC

SOLE
NOTE 1.500% 9/1
Shares49.50M
TypePRN
Market value$45.74M
3.29%
Sole
49.50M
Shared
0.00
None
0.00

TRANSMEDICS GROUP INC

SOLE
NOTE 1.500% 6/0
Shares35M
TypePRN
Market value$45.44M
3.27%
Sole
35M
Shared
0.00
None
0.00

ETSY INC

SOLE
NOTE 0.125% 9/0
Shares48M
TypePRN
Market value$44.93M
3.24%
Sole
48M
Shared
0.00
None
0.00

ETSY INC

SOLE
NOTE 0.250% 6/1
Shares49.81M
TypePRN
Market value$44.83M
3.23%
Sole
49.81M
Shared
0.00
None
0.00

BENTLEY SYS INC

SOLE
NOTE 0.375% 7/0
Shares46M
TypePRN
Market value$43.90M
3.16%
Sole
46M
Shared
0.00
None
0.00

BILL HOLDINGS INC

SOLE
NOTE 4/0
Shares44M
TypePRN
Market value$39.24M
2.83%
Sole
44M
Shared
0.00
None
0.00

IRHYTHM HOLDINGS INC

SOLE
NOTE 1.500% 9/0
Shares35M
TypePRN
Market value$38.47M
2.77%
Sole
35M
Shared
0.00
None
0.00

WORKIVA INC

SOLE
NOTE 1.250% 8/1
Shares37.95M
TypePRN
Market value$35.78M
2.58%
Sole
37.95M
Shared
0.00
None
0.00

WORLD KINECT CORPORATION

SOLE
NOTE 3.250% 7/0
Shares32.46M
TypePRN
Market value$34.34M
2.47%
Sole
32.46M
Shared
0.00
None
0.00

GLOBAL PMTS INC

SOLE
NOTE 1.500% 3/0
Shares36.50M
TypePRN
Market value$32.32M
2.33%
Sole
36.50M
Shared
0.00
None
0.00

VARONIS SYS INC

SOLE
NOTE 1.000% 9/1
Shares35.67M
TypePRN
Market value$31.16M
2.24%
Sole
35.67M
Shared
0.00
None
0.00

CONMED CORP

SOLE
NOTE 2.250% 6/1
Shares29.07M
TypePRN
Market value$28.42M
2.05%
Sole
29.07M
Shared
0.00
None
0.00

BIOMARIN PHARMACEUTICAL INC

SOLE
NOTE 1.250% 5/1
Shares28.06M
TypePRN
Market value$27.13M
1.95%
Sole
28.06M
Shared
0.00
None
0.00

FRESHPET INC

SOLE
NOTE 3.000% 4/0
Shares22.50M
TypePRN
Market value$25.98M
1.87%
Sole
22.50M
Shared
0.00
None
0.00

SHAKE SHACK INC

SOLE
NOTE 3/0
Shares25.77M
TypePRN
Market value$24.58M
1.77%
Sole
25.77M
Shared
0.00
None
0.00
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