MondegarAI
Mirabaud Asset Management (France) SAS

Q3 2024 · 13F-HR

Mirabaud Asset Management (France) SASholdings as filed

Filed 2024-11-13 · accession 0002033031-24-000002

$74.7M
Reported value
6
Positions
2024-09-30
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
94419LAP6W 3.25 09/15/27WAYFAIR INC$20.6M27.5%17,000,000CommonSOLE
50202MAB8LI 0.25 05/01/28LI AUTO INC$20.1M26.9%16,850,000CommonSOLE
538034BA6LYV 3.125 01/15/29LIVE NATION ENTERTAINMENT IN$10.5M14.0%8,500,000CommonSOLE
531229AQ5FWONK 2.25 08/15/27LIBERTY MEDIA CORP DEL$10.2M13.6%9,200,000CommonSOLE
00971TAJ0AKAM 0.125 05/01/25AKAMAI TECHNOLOGIES INC$6.7M8.98%6,000,000CommonSOLE
67059NAH1NTNX 0.25 10/01/27NUTANIX INC$6.6M8.86%5,500,000CommonSOLE

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.