SEGANTII CAPITAL MANAGEMENT LTD

PrivateCIK: 1544676
Location

HONG KONG, K3

93
Positions
$1.54B
Total AUM (reported)
183.73M
Total Shares

Allocation by class

TOTAL AUM$1.54B93 positions
PUT$395.17M25.7%
COM$383.98M25.0%
SPONSORED ADS$185.12M12.1%
CALL$116.58M7.6%
CSI CHI INTERNET$64.89M4.2%
NOTE 1.500% 9/0$61.83M4.0%
NOTE 3.000% 5/0$54.56M3.6%

Portfolio Concentration

Top 340.4%4–1028.3%11–2520.5%Rest10.8%TOP 1068.7%0%100%
Top 3$620.36M40.4%
4–10$434.28M28.3%
11–25$315.23M20.5%
Rest$166.25M10.8%

Top 3 weight

40.4%

Top 10 weight

68.7%

Voting Authority Distribution

Total shares with voting rights: 183.73M

Sole

Full voting authority

183.73M

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)

Sole12
Shared0
Other81
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings93
Rows:

INVESCO QQQ TR

DFND
PUT
Shares8.90K
TypeSH
Market value$395.17M
25.72%
Sole
8.90K
Shared
0.00
None
0.00

WESTROCK CO

DFND
COM
Shares2.38M
TypeSH
Market value$117.44M
7.65%
Sole
2.38M
Shared
0.00
None
0.00

ALIBABA GROUP HLDG LTD

DFND
SPONSORED ADS
Shares1.50M
TypeSH
Market value$107.75M
7.01%
Sole
1.50M
Shared
0.00
None
0.00

SYNOPSYS INC

DFND
CALL
Shares1.30K
TypeSH
Market value$74.30M
4.84%
Sole
1.30K
Shared
0.00
None
0.00

ANSYS INC

DFND
COM
Shares201K
TypeSH
Market value$69.78M
4.54%
Sole
201K
Shared
0.00
None
0.00

KRANESHARES TRUST

DFND
CSI CHI INTERNET
Shares2.47M
TypeSH
Market value$64.89M
4.22%
Sole
2.47M
Shared
0.00
None
0.00

ZTO EXPRESS CAYMAN INC

SOLE
NOTE 1.500% 9/0
Shares63.20M
TypePRN
Market value$61.83M
4.03%
Sole
63.20M
Shared
0.00
None
0.00

HESS CORP

DFND
COM
Shares397K
TypeSH
Market value$60.60M
3.94%
Sole
397K
Shared
0.00
None
0.00

H WORLD GROUP LTD

SOLE
NOTE 3.000% 5/0
Shares46.70M
TypePRN
Market value$54.56M
3.55%
Sole
46.70M
Shared
0.00
None
0.00

CEREVEL THERAPEUTICS HLDNG I

DFND
COM
Shares1.14M
TypeSH
Market value$48.33M
3.15%
Sole
1.14M
Shared
0.00
None
0.00

AMEDISYS INC

DFND
COM
Shares420K
TypeSH
Market value$38.71M
2.52%
Sole
420K
Shared
0.00
None
0.00

HESS CORP

DFND
CALL
Shares2.51K
TypeSH
Market value$38.34M
2.50%
Sole
2.51K
Shared
0.00
None
0.00

HDFC BANK LTD

DFND
SPONSORED ADS
Shares640K
TypeSH
Market value$35.46M
2.31%
Sole
640K
Shared
0.00
None
0.00

BLOCK INC

SOLE
NOTE 0.125% 3/0
Shares26.50M
TypePRN
Market value$27.10M
1.76%
Sole
26.50M
Shared
0.00
None
0.00

ZAI LAB LTD

DFND
ADR
Shares1.56M
TypeSH
Market value$24.93M
1.62%
Sole
1.56M
Shared
0.00
None
0.00

LI AUTO INC

DFND
SPONSORED ADS
Shares729.70K
TypeSH
Market value$22.62M
1.47%
Sole
729.70K
Shared
0.00
None
0.00

ALBERTSONS COS INC

DFND
COMMON STOCK
Shares975K
TypeSH
Market value$20.90M
1.36%
Sole
975K
Shared
0.00
None
0.00

NCL CORP LTD

SOLE
NOTE 5.375% 8/0
Shares15M
TypePRN
Market value$19.83M
1.29%
Sole
15M
Shared
0.00
None
0.00

CYTOKINETICS INC

DFND
COM NEW
Shares210K
TypeSH
Market value$14.72M
0.96%
Sole
210K
Shared
0.00
None
0.00

CATALENT INC

DFND
COM
Shares250K
TypeSH
Market value$14.11M
0.92%
Sole
250K
Shared
0.00
None
0.00

SILICON MOTION TECHNOLOGY CO

DFND
SPONSORED ADR
Shares175K
TypeSH
Market value$13.46M
0.88%
Sole
175K
Shared
0.00
None
0.00

REPLIGEN CORP

SOLE
NOTE 1.000%12/1 DELETED
Shares10.50M
TypePRN
Market value$11.82M
0.77%
Sole
10.50M
Shared
0.00
None
0.00

AXONICS INC

DFND
COM
Shares165K
TypeSH
Market value$11.38M
0.74%
Sole
165K
Shared
0.00
None
0.00

RIO TINTO PLC

DFND
SPONSORED ADR
Shares175K
TypeSH
Market value$11.03M
0.72%
Sole
175K
Shared
0.00
None
0.00

JUNIPER NETWORKS INC

DFND
COM
Shares291.68K
TypeSH
Market value$10.81M
0.70%
Sole
291.68K
Shared
0.00
None
0.00
Page 1 of 4