POLAR ASSET MANAGEMENT PARTNERS INC.

PrivateCIK: 1326389
Location

TORONTO, A6

📋 What this filing means

POLAR ASSET MANAGEMENT PARTNERS INC. filed this quarterly 13F‑HR report disclosing 810 equity positions with a total reported market value of $6.07B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

810
Positions
$6.07B
Total AUM (reported)
975.23M
Total Shares

Allocation by class

TOTAL AUM$6.07B810 positions
COM$2.03B33.5%
ORD SHS CL A$327.29M5.4%
NOTE 3.125% 1/1$254.21M4.2%
NOTE 3.500% 6/0$209.19M3.4%
CL A ORD SHS$189.36M3.1%
USD CL A ORD SHS$187.09M3.1%
CL A$175.02M2.9%

Portfolio Concentration

Top 310.1%4–1013.4%11–2516.5%Rest59.9%TOP 1023.5%0%100%
Top 3$612.63M10.1%
4–10$816.67M13.4%
11–25$1.00B16.5%
Rest$3.64B59.9%

Top 3 weight

10.1%

Top 10 weight

23.5%

Voting Authority Distribution

Total shares with voting rights: 362.56M

Sole

Full voting authority

362.56M

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)

Sole810
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings810
Rows:

LIVE NATION ENTERTAINMENT IN

SOLE
NOTE 3.125% 1/1
Shares142.50M
TypePRN
Market value$254.21M
4.19%
Sole
0.00
Shared
0.00
None
0.00

INTERDIGITAL INC

SOLE
NOTE 3.500% 6/0
Shares56.77M
TypePRN
Market value$209.19M
3.44%
Sole
0.00
Shared
0.00
None
0.00

MICROSOFT CORP

SOLE
COM
Shares400.04K
TypeSH
Market value$149.22M
2.46%
Sole
350.04K
Shared
0.00
None
0.00

CORE SCIENTIFIC INC NEW

SOLE
*W EXP 01/23/202
Shares7.68M
TypeSH
Market value$144.51M
2.38%
Sole
7.68M
Shared
0.00
None
0.00

NVIDIA CORPORATION

SOLE
COM
Shares639.89K
TypeSH
Market value$128.04M
2.11%
Sole
339.89K
Shared
0.00
None
0.00

STATE STR SPDR S&P 500 ETF T

SOLE
TR UNIT
Shares169.38K
TypeSH
Market value$126.49M
2.08%
Sole
104.28K
Shared
0.00
None
0.00

ECHOSTAR CORP

SOLE
NOTE 3.875%11/3
Shares35M
TypePRN
Market value$109.51M
1.80%
Sole
0.00
Shared
0.00
None
0.00

GRANITE CONSTR INC

SOLE
NOTE 3.750% 5/1
Shares32.50M
TypePRN
Market value$108.12M
1.78%
Sole
0.00
Shared
0.00
None
0.00

ALPHABET INC

SOLE
CAP STK CL A
Shares300.74K
TypeSH
Market value$107.48M
1.77%
Sole
150.74K
Shared
0.00
None
0.00

MICRON TECHNOLOGY INC

SOLE
COM
Shares80.17K
TypeSH
Market value$92.53M
1.52%
Sole
166.00
Shared
0.00
None
0.00

ADOBE INC

SOLE
COM
Shares400.80K
TypeSH
Market value$82.17M
1.35%
Sole
200.80K
Shared
0.00
None
0.00

TORONTO DOMINION BK ONT

SOLE
COM NEW
Shares652.99K
TypeSH
Market value$79.27M
1.31%
Sole
652.99K
Shared
0.00
None
0.00

SUN LIFE FINANCIAL INC.

SOLE
COM
Shares1M
TypeSH
Market value$78.48M
1.29%
Sole
1M
Shared
0.00
None
0.00

MANULIFE FINL CORP

SOLE
COM
Shares1.92M
TypeSH
Market value$77.89M
1.28%
Sole
1.92M
Shared
0.00
None
0.00

VANGUARD INDEX FDS

SOLE
S&P 500 ETF SHS
Shares113.10K
TypeSH
Market value$77.68M
1.28%
Sole
113.10K
Shared
0.00
None
0.00

BROOKFIELD CORP

SOLE
CL A LTD VT SH
Shares1.76M
TypeSH
Market value$75.11M
1.24%
Sole
1.76M
Shared
0.00
None
0.00

BROOKFIELD ASSET MANAGMT LTD

SOLE
CL A LMT VTG SHS
Shares1.65M
TypeSH
Market value$74.00M
1.22%
Sole
1.65M
Shared
0.00
None
0.00

TOPBUILD COR

SOLE
COM
Shares167.59K
TypeSH
Market value$71.42M
1.18%
Sole
167.59K
Shared
0.00
None
0.00

EVERGY INC

SOLE
NOTE 4.500%12/1
Shares49.12M
TypePRN
Market value$69.78M
1.15%
Sole
0.00
Shared
0.00
None
0.00

BOEING CO

SOLE
COM
Shares300K
TypeSH
Market value$64.94M
1.07%
Sole
150K
Shared
0.00
None
0.00

SPIRIT AEROSYSTEMS INC

SOLE
NOTE 3.250%11/0
Shares33.50M
TypePRN
Market value$52.36M
0.86%
Sole
0.00
Shared
0.00
None
0.00

JAZZ INVESTMENTS I LTD

SOLE
NOTE 3.125% 9/1
Shares30M
TypePRN
Market value$51.27M
0.84%
Sole
0.00
Shared
0.00
None
0.00

JOHNSON & JOHNSON

SOLE
COM
Shares200.15K
TypeSH
Market value$50.83M
0.84%
Sole
100.15K
Shared
0.00
None
0.00

ISHARES TR

SOLE
IBOXX INV CP ETF
Shares460K
TypeSH
Market value$50.26M
0.83%
Sole
460K
Shared
0.00
None
0.00

JANUS HENDERSON GROUP PLC

SOLE
ORD SHS
Shares935.96K
TypeSH
Market value$48.62M
0.80%
Sole
935.96K
Shared
0.00
None
0.00
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