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Alken Asset Management Ltd

Q1 2025 · 13F-HR

Alken Asset Management Ltdholdings as filed

Filed 2025-04-25 · accession 0001629996-25-000003

$61,823
Reported value
44
Positions
2025-03-31
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
125896BX7CMS 3.375 05/01/28CMS Energy 3.375 01-May-2028$3,9316.36%3,550CommonNONE
90353TAM2UBER 0.875 12/01/28 2028Uber Technologies 0.875 01-Dec-2028$3,7176.01%3,050CommonNONE
26441CBY0DUK 4.125 04/15/26Duke Energy 4.125 04/15/26$3,5785.79%3,300CommonNONE
40637HAF6HALO 1 08/15/28Halozyme Thera 1.000 15-Aug-2028$3,3485.42%2,630CommonNONE
30034WAD8EVRG 4.5 12/15/27Evergy 4.500 15-Dec-2027$3,0534.94%2,600CommonNONE
03990B309ARES 6.75 10/01/27 BAres Management 6.750 01-Oct-2027 PEPS B$2,8544.62%60,000CommonNONE
45867GAD3IDCC 3.5 06/01/27InterDigital 3.500 01-Jun-2027$2,8194.56%1,050CommonNONE
45784PAK7PODD 0.375 09/01/26Insulet Corp 0.375 01-Sep-2026$2,2743.68%1,800CommonNONE
737446AT1POST 2.5 08/15/27Post Holdings 2.500 15-Aug-2027$2,2643.66%1,900CommonNONE
00971TAJ0AKAM 0.125 05/01/25Akamai Technologies 0.125 01-May-2025$2,1233.43%2,150CommonNONE
122017AD8BURL 1.25 12/15/27Burlington Stores 1.250 15-Dec-2027 (Exch)$2,1123.42%1,600CommonNONE
844741BG2LUV 1.25 05/01/25Southwest Airlines 1.250 01-May-2025$1,9943.23%2,000CommonNONE
03769M304APO 6.75 07/31/26Apollo Global Mgmt 6.750 31-Jul-2026 PEPS A$1,9513.16%26,600CommonNONE
65339F663NEE 7.299 06/01/27NextEra Energy 7.299 01-Jun-2027 PEPS$1,9293.12%40,000CommonNONE
70202LAD4PSN 2.625 03/01/29Parsons Corp 2.625 01-Mar-2029$1,8452.98%1,850CommonNONE
09857LAN8BKNG 0.75 05/01/25Booking Holdings 0.750 01-May-2025$1,5262.47%625CommonNONE
50202MAB8LI 0.25 05/01/28Li Auto 0 - 0.5 up 27.5 - 32.5 01-May-2028$1,5222.46%1,300CommonNONE
83304AAF3SNAP 0 05/01/27Snap 0 - 0.5 up 45 - 50 01-May-2027$1,5142.45%1,700CommonNONE
10316TAB0BOX 0 01/15/26Box 0.000 15-Jan-2026$1,4262.31%1,150CommonNONE
393657AM3GBX 2.875 04/15/28Greenbrier Companies 2.375 - 2.875 up 30 - 35 15-Apr-2028$1,3252.14%1,200CommonNONE
98139AAD7WK 1.25 08/15/28Workiva 1.250 15-Aug-2028$1,3062.11%1,400CommonNONE
48251W500KKR 6.25 03/01/28 DKKR and Co 6.250 01-Mar-2028 PEPS D$1,3002.10%26,500CommonNONE
26210CAD6DBX 0 03/01/28Dropbox 0 - 0.5 up 47.5 - 52.5 01-Mar-2028$1,1791.91%1,200CommonNONE
98980GAB8ZS 0.125 07/01/25Zscaler 0.125 01-Jul-2025$1,1211.81%850CommonNONE
84921RAB6SPOT 0 03/15/26Spotify USA 0.000 15-Mar-2026$9501.54%800CommonNONE
03209RAB9AMPH 2 03/15/29Amphastar Pharmaceuticals 2.000 15-Mar-2029$8831.43%1,000CommonNONE
443573AD2HUBS 0.375 06/01/25HubSpot 0.375 01-Jun-2025$8341.35%420CommonNONE
191216100KOCoca-Cola Co/The$7951.29%11,100CommonNONE
803607AD2SRPT 1.25 09/15/27Sarepta Therapeutics 1.250 15-Sep-2027$7921.28%850CommonNONE
89377MAB5TMDX 1.5 06/01/28TransMedics Group 1.500 01-Jun-2028$7011.13%650CommonNONE
55354G100MSCIMSCI Inc$6221.01%1,100CommonNONE
697435AF2PANW 0.375 06/01/25Palo Alto Networks 0.375 01-Jun-2025$5870.95%170CommonNONE
252131107DXCMDexCom Inc$4920.80%7,200CommonNONE
464285204IAUIshares Gold Trust$4100.66%7,400CommonSOLE
977852AB8WOLF 0.25 02/15/28Wolfspeed 0.250 15-Feb-2028$3950.64%1,550CommonNONE
090043AD2BILL 0 04/01/27Bill.com Holdings 0 - 0.25 up 45 - 50 01-Apr-2027$3600.58%400CommonNONE
011642AB1ALRM 0 01/15/26Alarm.com 0.000 15-Jan-2026$2880.47%300CommonNONE
76680RAH0RNG 0 03/15/26RingCentral 0.000 15-Mar-2026$2850.46%300CommonNONE
25402DAB8DOCN 0 12/01/26DigitalOcean 0 - 0.5 up 40 - 45 01-Dec-2026$2800.45%300CommonNONE
91332UAB7U 0 11/15/26Unity Software 0 - 0.25 up 47.5 - 52.5 15-Nov-2026$2760.45%300CommonNONE
29786AAL0ETSY 0.125 09/01/27Etsy 0.125 01-Sep-2027$2630.43%300CommonNONE
337932AR8FE 4 05/01/26FirstEnergy 4.000 01-May-2026$2520.41%250CommonNONE
896945AD4TRIP 0.25 04/01/26Tripadvisor 0 - 0.25 up 35 - 40 01-Apr-2026$2400.39%250CommonNONE
30231G102XOMExxon Mobil Corp CFD$1070.17%900CommonSHARED

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.