POLAR ASSET MANAGEMENT PARTNERS INC.

PrivateCIK: 1326389
Location

TORONTO, A6

670
Positions
$5.01B
Total AUM (reported)
808.84M
Total Shares

Allocation by class

TOTAL AUM$5.01B670 positions
COM$1.46B29.2%
CL A$303.22M6.1%
NOTE 3.500% 6/0$242.60M4.8%
ORD SHS CL A$219.32M4.4%
NOTE 3.875%11/3$214.22M4.3%
NOTE 3.125% 1/1$212.88M4.3%
S&P 100 ETF$202.44M4.0%

Portfolio Concentration

Top 313.4%4–1018.6%11–2516.8%Rest51.2%TOP 1032.0%0%100%
Top 3$669.70M13.4%
4–10$930.76M18.6%
11–25$842.33M16.8%
Rest$2.57B51.2%

Top 3 weight

13.4%

Top 10 weight

32.0%

Voting Authority Distribution

Total shares with voting rights: 299.72M

Sole

Full voting authority

299.72M

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)

Sole670
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings670
Rows:

INTERDIGITAL INC

SOLE
NOTE 3.500% 6/0
Shares61.77M
TypePRN
Market value$242.60M
4.84%
Sole
0.00
Shared
0.00
None
0.00

ECHOSTAR CORP

SOLE
NOTE 3.875%11/3
Shares59.85M
TypePRN
Market value$214.22M
4.28%
Sole
0.00
Shared
0.00
None
0.00

LIVE NATION ENTERTAINMENT IN

SOLE
NOTE 3.125% 1/1
Shares140M
TypePRN
Market value$212.88M
4.25%
Sole
0.00
Shared
0.00
None
0.00

ISHARES TR

SOLE
S&P 100 ETF
Shares1.67M
TypeSH
Market value$202.44M
4.04%
Sole
0.00
Shared
0.00
None
0.00

STATE STR SPDR S&P 500 ETF T

SOLE
TR UNIT
Shares298.10K
TypeSH
Market value$193.87M
3.87%
Sole
0.00
Shared
0.00
None
0.00

VANECK ETF TRUST

SOLE
GOLD MINERS ETF
Shares1.35M
TypeSH
Market value$136.78M
2.73%
Sole
49.51K
Shared
0.00
None
0.00

NVIDIA CORPORATION

SOLE
COM
Shares698.36K
TypeSH
Market value$121.79M
2.43%
Sole
698.36K
Shared
0.00
None
0.00

AMAZON COM INC

SOLE
COM
Shares463K
TypeSH
Market value$96.43M
1.93%
Sole
238K
Shared
0.00
None
0.00

PPL CAP FDG INC

SOLE
NOTE 2.875% 3/1
Shares80M
TypePRN
Market value$93.77M
1.87%
Sole
0.00
Shared
0.00
None
0.00

CLEARWATER ANALYTICS HLDGS I

SOLE
CL A
Shares3.62M
TypeSH
Market value$85.67M
1.71%
Sole
3.62M
Shared
0.00
None
0.00

GRANITE CONSTR INC

SOLE
NOTE 3.750% 5/1
Shares32.50M
TypePRN
Market value$85.46M
1.71%
Sole
0.00
Shared
0.00
None
0.00

TESLA INC

SOLE
COM
Shares200K
TypeSH
Market value$74.35M
1.48%
Sole
100K
Shared
0.00
None
0.00

ONESTREAM INC

SOLE
CL A
Shares2.94M
TypeSH
Market value$70.67M
1.41%
Sole
2.94M
Shared
0.00
None
0.00

TRI POINTE HOMES INC

SOLE
COM
Shares1.43M
TypeSH
Market value$66.82M
1.33%
Sole
1.43M
Shared
0.00
None
0.00

EVERGY INC

SOLE
NOTE 4.500%12/1
Shares49.12M
TypePRN
Market value$66.35M
1.32%
Sole
0.00
Shared
0.00
None
0.00

ELECTRONIC ARTS INC

SOLE
COM
Shares323.08K
TypeSH
Market value$65.87M
1.32%
Sole
323.08K
Shared
0.00
None
0.00

MIRUM PHARMACEUTICALS INC

SOLE
NOTE 4.000% 5/0
Shares21.38M
TypePRN
Market value$63.85M
1.27%
Sole
0.00
Shared
0.00
None
0.00

VERIS RESIDENTIAL INC

SOLE
COM
Shares2.72M
TypeSH
Market value$51.41M
1.03%
Sole
2.72M
Shared
0.00
None
0.00

SEALED AIR CORP NEW

SOLE
COM
Shares1.21M
TypeSH
Market value$50.82M
1.01%
Sole
1.21M
Shared
0.00
None
0.00

MASIMO CORP

SOLE
COM
Shares257.03K
TypeSH
Market value$45.72M
0.91%
Sole
232.03K
Shared
0.00
None
0.00

HOLOGIC INC

SOLE
COM
Shares586.04K
TypeSH
Market value$44.30M
0.88%
Sole
586.04K
Shared
0.00
None
0.00

M3BRIGADE ACQUISITION V CORP

SOLE
CL A
Shares3.81M
TypeSH
Market value$40.95M
0.82%
Sole
3.81M
Shared
0.00
None
0.00

INVESCO QQQ TR

SOLE
UNIT SER 1
Shares70K
TypeSH
Market value$40.40M
0.81%
Sole
0.00
Shared
0.00
None
0.00

TERNS PHARMACEUTICALS INC

SOLE
COM
Shares725K
TypeSH
Market value$38.22M
0.76%
Sole
725K
Shared
0.00
None
0.00

WEBSTER FINL CORP

SOLE
COM
Shares535.01K
TypeSH
Market value$37.14M
0.74%
Sole
535.01K
Shared
0.00
None
0.00
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