SHENKMAN CAPITAL MANAGEMENT INC — 13F holdings

SHENKMAN CAPITAL MANAGEMENT INC reported 80 holdings worth $721M in its 13F filing for Q2 2026, filed August 10, 2026.

Largest positions

1. BKLN INVESCO EXCH TRADED FD TR II — $57.2M (7.9%)
2. USHY ISHARES TR — $51.5M (7.2%)
3. ETSY INC — $43.8M (6.1%)
4. PARSONS CORP DEL — $32.8M (4.6%)
5. DOORDASH INC — $28.6M (4.0%)
6. SUPER MICRO COMPUTER INC — $23.4M (3.2%)
7. CMS ENERGY CORP — $19.5M (2.7%)
8. SJNK SPDR SERIES TRUST — $17.0M (2.4%)
9. RIVIAN AUTOMOTIVE INC — $16.4M (2.3%)
10. VARONIS SYS INC — $16.3M (2.3%)