Stock Taper 
ADVENT CAPITAL MANAGEMENT /DE/
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Sandisk Corporation | SNDK | 1.5K | $3.41M |
 Micron Technology, Inc. | MU | 1.8K | $2.08M |
 Cummins Inc. | CMI | 4K | $2.85M |
 Qiagen N.V. | QGEN | 6.49K | $253.8K |
 Vertiv Holdings Co | VRT | 7K | $2.34M |
 Akamai Technologies, Inc. | AKAM | 7.45K | $880.66K |
 M&T Bank Corporation | MTB | 10K | $2.38M |
 Lowe's Companies, Inc. | LOW | 10K | $2.2M |
 Eaton Corporation plc | ETN | 10K | $4.26M |
 MarineMax, Inc. | HZO | 10.4K | $380.85K |
 Amazon.com, Inc. | AMZN | 11K | $2.62M |
 NVIDIA Corporation | NVDA | 13K | $2.6M |
 Morgan Stanley | MS | 15K | $3.14M |
 Corning Inc | GLW | 17K | $4.34M |
 Wayfair Inc. | W | 30K | $2.77M |
 ServiceNow, Inc. | NOW | 35K | $3.47M |
 BigBear.ai Holdings, Inc. | BBAI | 40K | $146.8K |
 Carnival Corporation & plc | CCL | 85K | $2.43M |
 Cipher Mining Inc. | CIFR | 100K | $2.45M |
 Bank of America Corporation | BAC-PL | 146.28K | $183.86M |