SHENKMAN CAPITAL MANAGEMENT INC 13F Holdings
CIK 0001275228 · New York, NY
As of Sep 30, 2025, SHENKMAN CAPITAL MANAGEMENT INC reported 123 positions worth
CIK 0001275228 · New York, NY
As of Sep 30, 2025, SHENKMAN CAPITAL MANAGEMENT INC reported 123 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| ETSY INC | — | — | 66,215,000 | $58.7M | 5.77% |
| UNITI GROUP LLC | — | — | 37,773,000 | $42.9M | 4.22% |
| INVESCO SENIOR LOAN ETF | BKLN | — | 1,907,890 | $39.9M | 3.93% |
| DUKE ENERGY CORP NEW | — | — | 30,181,000 | $33.2M | 3.26% |
| SNAP INC | — | — | 28,421,000 | $24.6M | 2.41% |
| SOUTHERN CO | — | — | 21,723,000 | $24.5M | 2.41% |
| CMS ENERGY CORP | — | — | 21,293,000 | $23.7M | 2.33% |
| GLOBAL PMTS INC | — | — | 24,639,000 | $22.9M | 2.25% |
| VARONIS SYS INC | — | — | 18,188,000 | $20.0M | 1.97% |
| DIGITALOCEAN HLDGS INC | — | — | 19,044,000 | 8.0M | 1.77% |
| FIRSTENERGY CORP | — | — | 15,984,000 | 6.9M | 1.66% |
| GUARDANT HEALTH INC | — | — | 11,530,000 | 5.1M | 1.48% |
| DROPBOX INC | — | — | 14,349,000 | 5.1M | 1.48% |
| MICROCHIP TECHNOLOGY INC. | — | — | 15,048,000 | 4.9M | 1.46% |
| SUPER MICRO COMPUTER INC | — | — | 14,378,000 | 4.8M | 1.46% |
| BLACKLINE INC | — | — | 13,853,000 | 4.7M | 1.45% |
| BOX INC | — | — | 13,887,000 | 4.2M | 1.40% |
| BOFA FIN LLC | — | — | 14,054,000 | 4.1M | 1.39% |
| BENTLEY SYS INC | — | — | 13,741,000 | 3.9M | 1.36% |
| NEXTERA ENERGY CAP HLDGS INC | — | — | 11,110,000 | 3.3M | 1.31% |
| ECHOSTAR CORP | — | — | 5,268,888 | 3.2M | 1.30% |
| JAZZ INVESTMENTS I LTD | — | — | 10,620,000 | 2.9M | 1.27% |
| JD.COM INC | — | — | 11,987,000 | 2.9M | 1.26% |
| ON SEMICONDUCTOR CORP | — | — | 13,271,000 | 2.5M | 1.23% |
| MKS INC. | — | — | 11,102,000 | 2.4M | 1.22% |