MondegarAI
SILVERBACK ASSET MANAGEMENT LLC

Q4 2024 · 13F-HR

SILVERBACK ASSET MANAGEMENT LLCholdings as filed

Filed 2025-02-13 · accession 0001398344-25-002704

$682.2M
Reported value
73
Positions
2024-12-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
278768AB2SATS 3.875 11/30/30ECHOSTAR CORP$27.2M3.99%25,603,977CommonSOLE
958102AT2WDC 3 11/15/28WESTERN DIGITAL CORP$27.0M3.96%20,392,000CommonSOLE
399473AH0GRPN 6.25 03/15/27 *GROUPON INC$25.2M3.70%26,084,000CommonSOLE
816850AF8SMTC 1.625 11/01/27SEMTECH CORP$23.9M3.50%13,500,000CommonSOLE
733245AC8Porch Group Inc$23.1M3.39%27,775,000CommonSOLE
81180WBL4STX 3.5 06/01/28SEAGATE HDD CAYMAN$22.9M3.35%19,000,000CommonSOLE
35953DAB0FUBO 3.25 02/15/26FUBOTV INC$22.2M3.25%28,000,000CommonSOLE
45667GAG8INFN 3.75 08/01/28INFINERA CORP$21.6M3.17%18,454,000CommonSOLE
549498AA1Lucid Group Inc$21.5M3.15%27,314,000CommonSOLE
82452JAB5FOUR 0 12/15/25SHIFT4 PMTS INC$17.2M2.52%12,749,000CommonSOLE
928298AR9VSH 2.25 09/15/30VISHAY INTERTECHNOLOGY INC$16.9M2.47%18,867,000CommonSOLE
94419LAR2W 3.5 11/15/28WAYFAIR INC$16.8M2.46%13,487,000CommonSOLE
19459JAC8COLL 2.875 02/15/29COLLEGIUM PHARMACEUTICAL INC$16.3M2.39%15,500,000CommonSOLE
538146AD3LPSN 0 12/15/26LIVEPERSON INC$15.9M2.33%34,443,000CommonSOLE
55024UAH2LITE 1.5 12/15/29LUMENTUM HLDGS INC$15.5M2.27%11,119,000CommonSOLE
902252AB1TYL 0.25 03/15/26TYLER TEX INDPT SCH DIST$14.9M2.19%12,294,000CommonSOLE
004397AK1ACCURAY INC DEL$13.9M2.04%15,096,000CommonSOLE
282914AE0EGHT 4 02/01/288X8 INC NEW$13.8M2.02%16,220,000CommonSOLE
19260QAB3COIN 0.5 06/01/26COINBASE GLOBAL INC$13.1M1.92%12,500,000CommonSOLE
45826HAB5ITGR 2.125 02/15/28INTEGER HLDGS CORP$12.8M1.88%8,025,000CommonSOLE
08265TAD1BSY 0.375 07/01/27BENTLEY SYS INC$12.6M1.85%14,000,000CommonSOLE
87918AAF2TDOC 1.25 06/01/27TELADOC HEALTH INC$12.3M1.81%14,059,000CommonSOLE
462222AD2IONS 0 04/01/26IONIS PHARMACEUTICALS INC$12.1M1.78%12,500,000CommonSOLE
977852AD4WOLF 1.875 12/01/29WOLFSPEED INC$12.0M1.76%29,000,000CommonSOLE
29975EAD1EB 0.75 09/15/26EVENTBRITE INC$11.8M1.74%13,473,000CommonSOLE
22410JAB2CBRL 0.625 06/15/26CRACKER BARREL OLD CTRY STOR$10.9M1.59%11,548,000CommonSOLE
45569UAA9Indie Semiconductor Inc$10.1M1.48%10,960,000CommonSOLE
925550AH8VIAV 1.625 03/15/26VIAVI SOLUTIONS INC$10.0M1.47%9,744,000CommonSOLE
25402DAB8DOCN 0 12/01/26DIGITALOCEAN HLDGS INC$9.5M1.39%10,676,000CommonSOLE
88331LAA6Beauty Health Co$9.3M1.36%11,203,000CommonSOLE
413160102HLITHARMONIC INC$9.2M1.34%691,644CommonSOLE
550424AE5LAZR 11.5 01/15/30LUMINAR TECHNOLOGIES INC$9.0M1.32%20,190,000CommonSOLE
45667GAE3INFN 2.5 03/01/27INFINERA CORP$9.0M1.32%8,250,000CommonSOLE
10806XAD4BBIO 2.25 02/01/29BRIDGEBIO PHARMA INC$8.5M1.25%10,000,000CommonSOLE
30034WAD8EVRG 4.5 12/15/27EVERGY INC$8.2M1.20%7,500,000CommonSOLE
02043QAB3ALNY 1 09/15/27ALNYLAM PHARMACEUTICALS INC$8.0M1.17%7,500,000CommonSOLE
88339P101REALTHE REALREAL INC$8.0M1.17%729,941CommonSOLE
682189AS4ON 0 05/01/27ON SEMICONDUCTOR CORP$7.9M1.15%6,000,000CommonSOLE
64049MAB6NEO 0.25 01/15/28NEOGENOMICS INC$7.7M1.13%9,200,000CommonSOLE
05988JAD5BAND 0.5 04/01/28BANDWIDTH INC$7.7M1.13%9,615,000CommonSOLE
88554DAD8DDD 0 11/15/263D SYS CORP DEL$7.1M1.04%8,000,000CommonSOLE
92347MAB6VERI 1.75 11/15/26VERITONE INC$7.0M1.03%17,244,000CommonSOLE
85859NAC6STEM Inc$6.8M1.00%24,600,000CommonSOLE
12685JAE5CABO 0 03/15/26CABLE ONE INC$6.8M1.00%7,330,000CommonSOLE
45783QAB6NOTV 3.25 10/15/27INOTIV INC$6.0M0.89%15,917,000CommonSOLE
69553PAD2PD 1.5 10/15/28 *PAGERDUTY INC$5.9M0.86%6,000,000CommonSOLE
74732WAA7Qimonda AG$5.8M0.86%12,400,000CommonSOLE
45783Q100NOTVINOTIV INC$5.5M0.81%1,330,000CommonSOLE
08862EAB5BYND 0 03/15/27BEYOND MEAT INC$5.2M0.76%34,216,000CommonSOLE
40131MAB5GH 0 11/15/27GUARDANT HEALTH INC$4.7M0.69%5,600,000CommonSOLE
55024UAF6LITE 0.5 06/15/28LUMENTUM HLDGS INC$4.4M0.64%4,500,000CommonSOLE
844741BG2LUV 1.25 05/01/25SOUTHWEST AIRLS CO$4.1M0.59%3,935,000CommonSOLE
733245AA2Porch Group Inc$4.0M0.58%5,000,000CommonSOLE
781386305RDNWRUMBLEON INC$3.2M0.47%591,216CommonSOLE
69331C306PCG 6 12/01/27 APG&E CORP$2.7M0.40%55,000CommonSOLE
550424AD7LAZR 9 01/15/30LUMINAR TECHNOLOGIES INC$2.7M0.39%5,749,000CommonSOLE
977852AB8WOLF 0.25 02/15/28WOLFSPEED INC$2.5M0.37%5,500,000CommonSOLE
94419LAF8W 1 08/15/26WAYFAIR INC$2.3M0.34%2,500,000CommonSOLE
20717MAB9CFLT 0 01/15/27CONFLUENT INC$2.2M0.33%2,500,000CommonSOLE
232109AD0CUTERA INC$2.2M0.33%24,816,000CommonSOLE
08975PAB4CMRC 0.25 10/01/26BIGCOMMERCE HLDGS INC$2.1M0.31%2,375,000CommonSOLE
G29687103AVDLAVADEL PHARMACEUTICALS PLC$2.1M0.31%200,000CALLSOLE
87266JAB0TPIC 5.25 03/15/28TPI COMPOSITES INC$2.0M0.30%7,525,000CommonSOLE
76029LAA8Repay Holdings Corp$1.8M0.26%1,885,000CommonSOLE
698884AC7PAR TECHNOLOGY CORP$1.6M0.23%910,000CommonSOLE
345370CZ1F 0 03/15/26FORD MTR CO$1.5M0.21%1,500,000CommonSOLE
92347M100VERIVERITONE INC$1.4M0.20%424,722CommonSOLE
02081G201ATECALPHATEC HLDGS INC$1.4M0.20%151,100CALLSOLE
55933J203MXMAGNACHIP SEMICONDUCTOR CORP$884,4000.13%220,000CommonSOLE
236272AA8Danimer Scientific Corp$432,3000.06%28,820,000CommonSOLE
004397105ARAYACCURAY INC$136,7410.02%69,061CommonSOLE
008940108AISPAIRSHIP AI HLDGS INC$78,2500.01%12,500CommonSOLE
G9889X123ZAPPFZAPP ELEC VEHS GROUP LTD$10,1100.00%7,961CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.