SHENKMAN CAPITAL MANAGEMENT INC

PrivateCIK: 1275228
Location

NEW YORK, NY

81
Positions
$830.59M
Total AUM (reported)
658.58M
Total Shares

Allocation by class

TOTAL AUM$830.59M81 positions
BROAD USD HIGH$64.15M7.7%
STATE STREET SPD$49.85M6.0%
NOTE 0.250% 6/1$47.94M5.8%
NOTE 12/0$41.78M5.0%
SR LN ETF$40.16M4.8%
NOTE 1.125% 2/1$31.10M3.7%
NOTE 3.625%10/1$23.26M2.8%

Portfolio Concentration

Top 319.5%4–1022.5%11–2526.2%Rest31.7%TOP 1042.0%0%100%
Top 3$161.94M19.5%
4–10$187.17M22.5%
11–25$218.02M26.2%
Rest$263.46M31.7%

Top 3 weight

19.5%

Top 10 weight

42.0%

Voting Authority Distribution

Total shares with voting rights: 658.58M

Sole

Full voting authority

658.58M

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)

Sole81
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings81
Rows:

ISHARES TR

SOLE
BROAD USD HIGH
Shares1.71M
TypeSH
Market value$64.15M
7.72%
Sole
1.71M
Shared
0.00
None
0.00

SPDR SERIES TRUST

SOLE
STATE STREET SPD
Shares2M
TypeSH
Market value$49.85M
6.00%
Sole
2M
Shared
0.00
None
0.00

ETSY INC

SOLE
NOTE 0.250% 6/1
Shares53.49M
TypePRN
Market value$47.94M
5.77%
Sole
53.49M
Shared
0.00
None
0.00

INVESCO EXCH TRADED FD TR II

SOLE
SR LN ETF
Shares1.92M
TypeSH
Market value$40.16M
4.84%
Sole
1.92M
Shared
0.00
None
0.00

AKAMAI TECHNOLOGIES INC

SOLE
NOTE 1.125% 2/1
Shares26.68M
TypePRN
Market value$31.10M
3.74%
Sole
26.68M
Shared
0.00
None
0.00

STRATEGY INC

SOLE
NOTE 12/0
Shares31.55M
TypePRN
Market value$26.27M
3.16%
Sole
31.55M
Shared
0.00
None
0.00

RIVIAN AUTOMOTIVE INC

SOLE
NOTE 3.625%10/1
Shares23.52M
TypePRN
Market value$23.26M
2.80%
Sole
23.52M
Shared
0.00
None
0.00

CMS ENERGY CORP

SOLE
NOTE 3.375% 5/0
Shares19.51M
TypePRN
Market value$22.45M
2.70%
Sole
19.51M
Shared
0.00
None
0.00

SUPER MICRO COMPUTER INC

SOLE
NOTE 3.500% 3/0
Shares27.09M
TypePRN
Market value$22.15M
2.67%
Sole
27.09M
Shared
0.00
None
0.00

ON SEMICONDUCTOR CORP

SOLE
NOTE 0.500% 3/0
Shares21.92M
TypePRN
Market value$21.78M
2.62%
Sole
21.92M
Shared
0.00
None
0.00

VARONIS SYS INC

SOLE
NOTE 1.000% 9/1
Shares24.57M
TypePRN
Market value$21.51M
2.59%
Sole
24.57M
Shared
0.00
None
0.00

DROPBOX INC

SOLE
NOTE 3/0
Shares19.87M
TypePRN
Market value$19.20M
2.31%
Sole
19.87M
Shared
0.00
None
0.00

GLOBAL PMTS INC

SOLE
NOTE 1.500% 3/0
Shares20.42M
TypePRN
Market value$18.23M
2.20%
Sole
20.42M
Shared
0.00
None
0.00

PARSONS CORP DEL

SOLE
NOTE 2.625% 3/0
Shares17.09M
TypePRN
Market value$17.39M
2.09%
Sole
17.09M
Shared
0.00
None
0.00

BLACKLINE INC

SOLE
NOTE 1.000% 6/0
Shares17.47M
TypePRN
Market value$16.81M
2.02%
Sole
17.47M
Shared
0.00
None
0.00

DATADOG INC

SOLE
NOTE 12/0
Shares15.81M
TypePRN
Market value$15.51M
1.87%
Sole
15.81M
Shared
0.00
None
0.00

BOFA FIN LLC

SOLE
MTNF 0.600% 5/2
Shares12.35M
TypePRN
Market value$14.90M
1.79%
Sole
12.35M
Shared
0.00
None
0.00

ALIBABA GROUP HLDG LTD

SOLE
NOTE 0.500% 6/0
Shares10.53M
TypePRN
Market value$14.56M
1.75%
Sole
10.53M
Shared
0.00
None
0.00

TRAVERE THERAPEUTICS INC

SOLE
NOTE 2.250% 3/0
Shares9.66M
TypePRN
Market value$12.44M
1.50%
Sole
9.66M
Shared
0.00
None
0.00

AEROVIRONMENT INC

SOLE
NOTE 7/1
Shares11.92M
TypePRN
Market value$11.88M
1.43%
Sole
11.92M
Shared
0.00
None
0.00

INTEGER HLDGS CORP

SOLE
DBCV 1.875% 3/1
Shares11.91M
TypePRN
Market value$11.60M
1.40%
Sole
11.91M
Shared
0.00
None
0.00

REDFIN CORP

SOLE
NOTE 0.500% 4/0
Shares11.99M
TypePRN
Market value$11.53M
1.39%
Sole
11.99M
Shared
0.00
None
0.00

REPLIGEN CORP

SOLE
NOTE 1.000%12/1
Shares11.36M
TypePRN
Market value$11.31M
1.36%
Sole
11.36M
Shared
0.00
None
0.00

GUIDEWIRE SOFTWARE INC

SOLE
NOTE 1.250%11/0
Shares10.76M
TypePRN
Market value$10.94M
1.32%
Sole
10.76M
Shared
0.00
None
0.00

VISHAY INTERTECHNOLOGY INC

SOLE
NOTE 2.250% 9/1
Shares10.44M
TypePRN
Market value$10.20M
1.23%
Sole
10.44M
Shared
0.00
None
0.00
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