13F ガイド13F 完全解析
SEC Form 13Fとは？米国機関投資家の保有銘柄完全ガイド
Form 13Fの基準（運用資産1億ドル以上）と45日間の遅延開示ルールを解説。ヘッジファンドの保有銘柄を効果的に追跡する方法を学びます。
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CIK: 0001097278
申告総資産額
$44.6億
$44.6億
213 檔
16.7%
Q1 2026の報告期間中、Advent Capital Management /de/（CIK: 0001097278）が米国SECに提出したForm 13F報告書によると、追跡対象の米国株式ポートフォリオの時価総額は $44.6億 に達し、合計 213 件の保有銘柄を報告しました。
Q1 2026において、Advent Capital Management /de/は慎重なリスク回避姿勢を見せ、74 銘柄の減却および 44 銘柄の全売却を実施しました。
上位5銘柄（SPY, BAC 7.25 PERP L, UBER 0.875 12-01-28 2028等）の合計時価総額は全体ポートフォリオの 16.7% を占めており、主要コア銘柄への集中度を示しています。
上位200銘柄を表示中（全213銘柄）
| # | ティッカー | 発行体 | 資産子分類 | 比率 | 比率変動 | 持株数変化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 6.14% | -5.50% | -60.17% | |
| 2 | BAC 7.25 PERP L債券 | Bank Of America CORP | 債券 | 4.91% | -0.79% | -5.17% | |
| 3 | UBER 0.875 12-01-28 2028債券 | Uber Technologies Inc | 債券 | 3.95% | -0.67% | -16.53% | |
| 4 | NEE 7.299 06-01-27債券 | Nextera Energy Inc | 債券 | 3.02% | -0.67% | -2.58% | |
| 5 | VTR 3.75 06-01-26債券 | Ventas Realty LP | 債券 | 2.56% | -2.56% | EXIT | |
| 6 | GPN 1.5 03-01-31債券 | Global Payments Inc | 債券 | 2.45% | -0.54% | -16.31% | |
| 7 | CMS 3.375 05-01-28債券 | Cms Energy CORP | 債券 | 2.34% | -0.27% | -15.14% | |
| 8 | PPL 2.875 03-15-28債券 | Ppl Capital Funding Inc | 債券 | 2.28% | -0.22% | +4.21% | |
| 9 | KKR 6.25 03-01-28 D債券 | Kkr & Co Inc | 債券 | 2.28% | -0.44% | +2.38% | |
| 10 | APO 6.75 07-31-26債券 | Apollo Global Management | 債券 | 2.12% | -0.63% | +2.02% | |
| 11 | DDOG 0 12-01-29債券 | Datadog Inc | 債券 | 2.11% | -1.53% | +110.42% | |
| 12 | AFRM 0.75 12-15-29債券 | Affirm Holdings Inc | 債券 | 1.72% | -0.79% | +45.50% | |
| 13 | SO 7.125 12-15-28 A債券 | Southern Co | 債券 | 1.60% | -0.24% | +22.29% | |
| 14 | BA 6 10-15-27債券 | Boeing Co/the | 債券 | 1.55% | -0.20% | +2.12% | |
| 15 | AVAV 0 07-15-30債券 | Aerovironment Inc | 債券 | 1.55% | +0.08% | +188.94% | |
| 16 | MTH 1.75 05-15-28債券 | Meritage Homes CORP | 債券 | 1.42% | -0.30% | -49.74% | |
| 17 | CNP 4.25 08-15-26債券 | Centerpoint Energy Inc | 債券 | 1.36% | -0.24% | -29.67% | |
| 18 | NEE 3 03-01-27債券 | Nextera Energy Capital | 債券 | 1.35% | -0.20% | -46.04% | |
| 19 | LNTH 2.625 12-15-27債券 | Lantheus Holdings Inc | 債券 | 1.33% | -0.85% | -13.42% | |
| 20 | SO 4.5 06-15-27債券 | Southern Co | 債券 | 1.33% | -0.32% | -19.64% | |
| 21 | PCG 4.25 12-01-27債券 | Pg&e CORP | 債券 | 1.29% | -0.31% | +23.64% | |
| 22 | SMCI 3.5 03-01-29債券 | Super Micro Computer Inc | 債券 | 1.21% | -0.22% | +20.70% | |
| 23 | MCHP 7.5 03-15-28債券 | Microchip Technology Inc | 債券 | 1.20% | -0.16% | +43.55% | |
| 24 | TTEK 2.25 08-15-28債券 | Tetra Tech Inc | 債券 | 1.16% | +0.12% | -9.23% | |
| 25 | WEC 4.375 06-01-29債券 | Wec Energy Group Inc | 債券 | 1.14% | -0.05% | +14.75% | |
| 26 | AKAM 1.125 02-15-29債券 | Akamai Technologies Inc | 債券 | 1.13% | -0.76% | +4.04% | |
| 27 | WDC 3 11-15-28債券 | Western Digital CORP | 債券 | 1.09% | +0.61% | +63.53% | |
| 28 | GWRE 1.25 11-01-29債券 | Guidewire Software Inc | 債券 | 1.06% | -0.35% | +229.33% | |
| 29 | SNOW 0 10-01-29債券 | Snowflake Inc | 債券 | 1.05% | +0.38% | +29.78% | |
| 30 | VAC 3.25 12-15-27債券 | Marriott Vacation Worldw | 債券 | 1.05% | -0.19% | -6.90% | |
| 31 | ARES 6.75 10-01-27 B債券 | Ares Management CORP | 債券 | 0.96% | -0.16% | +1.37% | |
| 32 | RIVN 3.625 10-15-30債券 | Rivian Auto Inc | 債券 | 0.93% | +0.07% | +438.77% | |
| 33 | PSN 2.625 03-01-29債券 | Parsons CORP | 債券 | 0.89% | -0.15% | -2.32% | |
| 34 | DUK 4.125 04-15-26債券 | Duke Energy CORP | 債券 | 0.89% | -0.89% | EXIT | |
| 35 | TCOM 0.75 06-15-29債券 | Trip.com Group LTD | 債券 | 0.87% | -0.31% | +51.40% | |
| 36 | DKNG 0 03-15-28債券 | Draftkings Holdings Inc | 債券 | 0.81% | -0.16% | -33.41% | |
| 37 | RUN 4 03-01-30債券 | Sunrun Inc | 債券 | 0.81% | -0.12% | +141.62% | |
| 38 | ACVT | Advent Convertible Bond ETF | ETF-その他 | 0.78% | -0.11% | +9.42% | |
| 39 | MSTR 0.875 03-15-31債券 | Strategy Inc | 債券 | 0.77% | +0.03% | +307.89% | |
| 40 | LYV 2.875 01-15-30債券 | Live Nation Entertainmen | 債券 | 0.74% | -0.16% | -61.98% | |
| 41 | ENPH 0 03-01-28債券 | Enphase Energy Inc | 債券 | 0.68% | -0.21% | +4.13% | |
| 42 | HPE 7.625 09-01-27債券 | Hp Enterprise Co | 債券 | 0.67% | -0.29% | -28.80% | |
| 43 | RIOT 0.75 01-15-30債券 | Riot Platforms Inc | 債券 | 0.65% | -0.27% | +19.55% | |
| 44 | CLSK 0 06-15-30債券 | Cleanspark Inc | 債券 | 0.63% | -0.06% | +77.03% | |
| 45 | ON 0.5 03-01-29債券 | On Semiconductor CORP | 債券 | 0.61% | -0.50% | -28.11% | |
| 46 | HAE 2.5 06-01-29債券 | Haemonetics CORP | 債券 | 0.61% | -0.27% | +28.00% | |
| 47 | TVTX 2.25 03-01-29債券 | Travere Therapeutics Inc | 債券 | 0.61% | -0.60% | +22.38% | |
| 48 | ITRI 1.375 07-15-30債券 | Itron Inc | 債券 | 0.60% | -0.16% | -28.75% | |
| 49 | ETSY 0.125 09-01-27債券 | Etsy Inc | 債券 | 0.59% | -0.06% | -5.76% | |
| 50 | BBIO 2.25 02-01-29債券 | Bridgebio Pharma Inc | 債券 | 0.59% | -0.22% | -8.01% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | DDOG 0 12-01-29債券 | Datadog Inc | +1.4% | +110.42% | 増加 |
| 2 | AVAV 0 07-15-30債券 | Aerovironment Inc | +1.1% | +188.94% | 増加 |
| 3 | NEE 7.299 06-01-27債券 | Nextera Energy Inc | +1% | -2.58% | 減少 |
| 4 | BAC 7.25 PERP L債券 | Bank Of America CORP | +1% | -5.17% | 減少 |
| 5 | GWRE 1.25 11-01-29債券 | Guidewire Software Inc | +0.8% | +229.33% | 増加 |
| 6 | RIVN 3.625 10-15-30債券 | Rivian Auto Inc | +0.8% | +438.77% | 増加 |
| 7 | WDC 3 11-15-28債券 | Western Digital CORP | +0.8% | +63.53% | 増加 |
| 8 | PPL 2.875 03-15-28債券 | Ppl Capital Funding Inc | +0.8% | +4.21% | 増加 |
| 9 | AFRM 0.75 12-15-29債券 | Affirm Holdings Inc | +0.7% | +45.50% | 増加 |
| 10 | SO 7.125 12-15-28 A債券 | Southern Co | +0.7% | +22.29% | 増加 |
| 11 | MSTR 0.875 03-15-31債券 | Strategy Inc | +0.6% | +307.89% | 増加 |
| 12 | MCHP 7.5 03-15-28債券 | Microchip Technology Inc | +0.6% | +43.55% | 増加 |
| 13 | PCG 4.25 12-01-27債券 | Pg&e CORP | +0.5% | +23.64% | 増加 |
| 14 | RUN 4 03-01-30債券 | Sunrun Inc | +0.5% | +141.62% | 増加 |
| 15 | VTR 3.75 06-01-26債券 | Ventas Realty LP | +0.5% | -15.93% | 減少 |
| 16 | WEC 4.375 06-01-29債券 | Wec Energy Group Inc | +0.5% | +14.75% | 増加 |
| 17 | CMS 3.375 05-01-28債券 | Cms Energy CORP | +0.5% | -15.14% | 減少 |
| 18 | AKAM 1.125 02-15-29債券 | Akamai Technologies Inc | +0.4% | +4.04% | 増加 |
| 19 | SMCI 3.5 03-01-29債券 | Super Micro Computer Inc | +0.4% | +20.70% | 増加 |
| 20 | TCOM 0.75 06-15-29債券 | Trip.com Group LTD | +0.4% | +51.40% | 増加 |
| 21 | MKSI 1.25 06-01-30債券 | Mks Inc | +0.4% | +231.86% | 増加 |
| 22 | BA 6 10-15-27債券 | Boeing Co/the | +0.4% | +2.12% | 増加 |
| 23 | CLSK 0 06-15-30債券 | Cleanspark Inc | +0.4% | +77.03% | 増加 |
| 24 | UPST 2 10-01-29債券 | Upstart Holdings Inc | +0.3% | +540.26% | 増加 |
| 25 | MSTR 2.25 06-15-32債券 | Strategy Inc | +0.3% | +224.38% | 増加 |
| 26 | SNOW 0 10-01-29債券 | Snowflake Inc | +0.3% | +29.78% | 増加 |
| 27 | MARA 2.125 09-01-31債券 | Mara Holdings Inc | +0.3% | +3804.31% | 増加 |
| 28 | GPN 1.5 03-01-31債券 | Global Payments Inc | +0.3% | -16.31% | 減少 |
| 29 | HALO 1 08-15-28債券 | Halozyme Therapeutics In | +0.3% | +3290.95% | 増加 |
| 30 | COIN 0.25 04-01-30債券 | Coinbase Global Inc | +0.3% | +220.07% | 増加 |
| 31 | QXO 5.5 05-15-28債券 | Qxo Inc | +0.3% | +38.46% | 増加 |
| 32 | LNTH 2.625 12-15-27債券 | Lantheus Holdings Inc | +0.3% | -13.42% | 減少 |
| 33 | SEI 0.25 10-01-31債券 | Solaris Energy Infrastru | +0.3% | +61.60% | 増加 |
| 34 | RIOT 0.75 01-15-30債券 | Riot Platforms Inc | +0.3% | +19.55% | 増加 |
| 35 | ACVT | Advent Convertible Bond ETF | +0.3% | +9.42% | 増加 |
| 36 | VAC 3.25 12-15-27債券 | Marriott Vacation Worldw | +0.2% | -6.90% | 減少 |
| 37 | UBER 0.875 12-01-28 2028債券 | Uber Technologies Inc | +0.2% | -16.53% | 減少 |
| 38 | HAE 2.5 06-01-29債券 | Haemonetics CORP | +0.2% | +28.00% | 増加 |
| 39 | ENPH 0 03-01-28債券 | Enphase Energy Inc | +0.2% | +4.13% | 増加 |
| 40 | KKR 6.25 03-01-28 D債券 | Kkr & Co Inc | +0.2% | +2.38% | 増加 |
| 41 | LITE 1.5 12-15-29債券 | Lumentum Holdings Inc | +0.2% | +9.79% | 増加 |
| 42 | TVTX 2.25 03-01-29債券 | Travere Therapeutics Inc | +0.2% | +22.38% | 増加 |
| 43 | TTEK 2.25 08-15-28債券 | Tetra Tech Inc | +0.2% | -9.23% | 減少 |
| 44 | BURL 1.25 12-15-27債券 | Burlington Stores Inc | +0.2% | +233.33% | 増加 |
| 45 | PSN 2.625 03-01-29債券 | Parsons CORP | +0.2% | -2.32% | 減少 |
| 46 | APO 6.75 07-31-26債券 | Apollo Global Management | +0.2% | +2.02% | 増加 |
| 47 | SO 4.5 06-15-27債券 | Southern Co | +0.2% | -19.64% | 減少 |
| 48 | SOFI 0 10-15-26債券 | Sofi Technologies Inc | +0.2% | +250.35% | 増加 |
| 49 | PCG 6 12-01-27 A債券 | Pg&e CORP | +0.2% | +0.83% | 増加 |
| 50 | VSH 2.25 09-15-30債券 | Vishay Intertechnology | +0.1% | -13.25% | 減少 |
SEC公式 Form 13F 報告によると、Advent Capital Management /de/ の Q1 2026 における米国株式保有時価総額は約 $44.6億、保有銘柄数は 213 件です。
Q1 2026 における上位3銘柄は SPY (6.1%)、BAC 7.25 PERP L (4.9%)、UBER 0.875 12-01-28 2028 (4.0%) です。最大保有銘柄 SPY がポートフォリオの約 6.1% を占めています。
AlphaSMO公式ガイドをチェックして機関投資家の動きを把握
Form 13Fの基準（運用資産1億ドル以上）と45日間の遅延開示ルールを解説。ヘッジファンドの保有銘柄を効果的に追跡する方法を学びます。
今期最大新規買付
JBLU 2.5 09-01-29
市值: $1878.0万
今期最大全売却 / 減却
TYL 0.25 03-15-26
前期市值: $7929.4万
Q1 2026 中に合計 199 件の調整を実施しました（新規買付 36 件、追加買付 45 件、減却 74 件、全売却 44 件）。
本ページのデータはSEC EDGARアーカイブの Form 13F-HR より自動取得・解析され、正確なCUSIP照合により構造化データセットとして提供されています。
米国企業の経営幹部や取締役によるForm 4自社株買い・売却開示を解析し、インサイダーの最新動向を捕捉。
5%以上の株式保有申告ルール（13Dと13G）の違いを解説。機関投資家のアクティビスト（物言う株主）意図を見抜く。
ヘッジファンドの13F買い増しと企業役員のインサイダー買いが重なる「スマートマネー重複シグナル」の活用法。