LINDEN ADVISORS LP
Sector Allocation
- Technology33.5%$6.5B
- Financials18.7%$3.6B
- Other18.6%$3.6B
- Healthcare11.5%$2.2B
- Materials4.7%$901.9M
- Consumer Discretionary4.5%$876.5M
- Energy3.0%$588.6M
- Communication Services2.8%$534.9M
- Industrials2.3%$448.3M
- Consumer Staples0.3%$54.8M
AUM History
13fpro.ai/research/fund/linden-advisors-lp-1279396
Conviction and streaks
Diversifying · top 10 = 24.4%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
VSH
$829.5MMKSI
$593.3MSITM
$590.9MGH
$514.2MLEU
$444.5MAPLD
$395.7MSEI
$367.4MSPHR
$350.6MVECO
$315.3M- SOLAR$299.3M
PENG
$277.4M- UNITY$273.4M
BBIO
$266.3MRIOT
$266.0MCLSK
$258.2MCELC
$254.5MSMCI
$250.9M- CIPHER$247.3M
AFRM
$246.2M- INTEGER$245.8M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/linden-advisors-lp-1279396
LINDEN ADVISORS LP 13F holdings — Q2 2026
$19.3B portfolio (+8.1% QoQ) · 638 holdings · Q2 2026 13F · top 10 are 24% of the stock portfolio
$829.5M
4.3% of stocks
+77%This quarter-23.9%Since filed8 qtrsHeldAIQuality49.9#1,649Est. buyEstimated buy price is Pro: unlock with a free trialAdded 2 qtrs in a row$593.3M
3.1% of stocks
+1%This quarter-34.9%Since filed5 qtrsHeld$590.9M
3.1% of stocks
NewThis quarter-34.7%Since filedNew this quarterHeld$514.2M
2.7% of stocks
+76%This quarter+10.2%Since filed8 qtrsHeldAIQuality39.1#2,152Est. buyEstimated buy price is Pro: unlock with a free trialAdded 3 qtrs in a row$444.5M
2.3% of stocks
-7%This quarter-48.2%Since filed3 qtrsHeld$395.7M
2.0% of stocks
-24%This quarter-42.9%Since filed3 qtrsHeld$367.4M
1.9% of stocks
+17%This quarter-1.7%Since filed5 qtrsHeldAIQuality56.5#1,148Est. buyEstimated buy price is Pro: unlock with a free trialAdded 5 qtrs in a row$350.6M
1.8% of stocks
-14%This quarter-34.3%Since filed7 qtrsHeld$315.3M
1.6% of stocks
+36%This quarter-18.8%Since filed9 qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialAdded 2 qtrs in a row- 10
SOLAR EDGE TECHNOLOGIES 2.25 07/01/2029 - SDBCV
$299.3M
1.6% of stocks
+56%This quarter—Since filed—HeldAIQuality—Est. buy—
All holdings — LINDEN ADVISORS LP (Q2 2026)
638 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | Penguin Solutions, Inc. | Technology | $277.4M | 1.4% | 97.87M | +192% | 10+ qtrsAdded 4 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | — | UNITY SOFTWARE INC 0 03/15/2030 - SDBCV | — | $273.4M | 1.4% | 241.36M | -12% | — | — | 13F |
| 13 | BridgeBio Pharma, Inc.note | Healthcare | $266.3M | 1.4% | 239.68M | +0.3% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | Riot Platforms, Inc.note | Financials | $266.0M | 1.4% | 132.10M | +6% | 3 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | CLEANSPARK, INC. | Financials | $258.2M | 1.3% | 197.81M | +3% | 3 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | Celcuity Inc.note | Healthcare | $254.5M | 1.3% | 112.90M | +22% | 4 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | Super Micro Computer, Inc. | Technology | $250.9M | 1.3% | 281.83M | New | 6 qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | — | CIPHER DIGITAL INC NOTE 1.750 5/1 - SDBCVnote | — | $247.3M | 1.3% | 44.00M | — | — | — | 13F |
| 19 | Affirm Holdings, Inc.note | Financials | $246.2M | 1.3% | 210.91M | -19% | 3 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | — | INTEGER HOLDINGS CORP 1.875 03/15/2030 144A - SDBCVnote | — | $245.8M | 1.3% | 254.16M | +0.1% | — | — | 13F |
| 21 | PELOTON INTERACTIVE, INC. | Consumer Discretionary | $225.6M | 1.2% | 139.29M | -0.2% | 5 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | Rubrik, Inc. | Technology | $222.5M | 1.1% | 217.64M | New | 1 qtr | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | Sunrun Inc. | Technology | $220.8M | 1.1% | 185.93M | +8% | 6 qtrsAdded 4 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | IREN Ltd | Financials | $218.3M | 1.1% | 61.69M | New | 3 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | SYNAPTICS Incnote | Technology | $217.3M | 1.1% | 146.24M | +185% | 3 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | — | MAKEMYTRIP LIMITED 0 07/01/2030 144A - SDBCV | — | $215.4M | 1.1% | 236.59M | New | |||
| 27 | — | GDS HOLDINGS LIMITED 2.25 06/01/2032 - SDBCV | — | $204.6M | 1.1% | 170.03M | New | |||
| 28 | $UPST | Upstart Holdings, Inc. | Financials | $203.8M | 1.1% | 178.15M | +0.8% | |||
| 29 | — | STRATEGY INC 0 03/01/2030 - SDBCV | — | $195.4M | 1.0% | 220.22M | +15% | |||
| 30 | $MSTR | Strategy Inc | Financials | $195.3M | 1.0% | 191.16M | +5% | |||
| 31 | $SEI | Solaris Energy Infrastructure, Inc. | Energy | $194.3M | 1.0% | 60.67M | +25% | |||
| 32 | $AVAV | AeroVironment Inc | Industrials | $188.2M | 1.0% | 197.81M | +12% | |||
| 33 | $ECHO | EchoStar CORP | Communication Services | $183.2M | 0.9% | 58.52M | New | |||
| 34 | $SVM | SILVERCORP METALS INC | Materials | $181.7M | 0.9% | 74.77M | — | |||
| 35 | $HAE | HAEMONETICS CORP | Healthcare | $179.2M | 0.9% | 176.91M | -7% | |||
| 36 | — | COLLEGIUM PHARMA INC 2.875 02/15/2029 - SDBCV | — | $171.7M | 0.9% | 139.19M | +3% | |||
| 37 | $ON | ON SEMICONDUCTOR CORP | Technology | $168.8M | 0.9% | 139.76M | New | |||
| 38 | $AAOI | APPLIED OPTOELECTRONICS, INC. | Technology | $165.5M | 0.9% | 46.79M | +6% | |||
| 39 | $BB | BLACKBERRY Ltd | Technology | $158.4M | 0.8% | 48.56M | +17% | |||
| 40 | $OSIS | OSI SYSTEMS INC | Technology | $152.6M | 0.8% | 114.05M | — | |||
| 41 | $FSLY | Fastly, Inc. | Technology | $152.0M | 0.8% | 104.71M | +11% | |||
| 42 | $IREN | IREN Ltd | Financials | $150.0M | 0.8% | 52.06M | +0.5% | |||
| 43 | $XMTR | Xometry, Inc. | Industrials | $148.2M | 0.8% | 66.70M | New | |||
| 44 | $LRN | Stride, Inc. | Consumer Discretionary | $141.9M | 0.7% | 83.95M | — | |||
| 45 | — | LIBERTY MEDIA CORP 3.75 03/15/2028 - SDBCV | — | $141.7M | 0.7% | 123.42M | -51% | |||
| 46 | $PRGS | PROGRESS SOFTWARE CORP /MA | Technology | $132.5M | 0.7% | 137.87M | -10% | |||
| 47 | $MSTR | Strategy Inc | Financials | $126.1M | 0.7% | 131.26M | +7% | |||
| 48 | — | JOBY AVIATION INC 0.75 02/15/2032 - SDBCV | — | $124.0M | 0.6% | 135.95M | +70% | |||
| 49 | $PCRX | Pacira BioSciences, Inc. | Healthcare | $121.9M | 0.6% | 121.50M | — | |||
| 50 | $TE | T1 Energy Inc. | Technology | $121.4M | 0.6% | 71.65M | +22% | |||
| 51 | $FSM | FORTUNA MINING CORP. | Materials | $118.5M | 0.6% | 77.38M | — | |||
| 52 | $ECPG | ENCORE CAPITAL GROUP INC | Financials | $118.3M | 0.6% | 77.21M | +2% | |||
| 53 | $GH | Guardant Health, Inc. | Healthcare | $118.2M | 0.6% | 94.94M | -2% | |||
| 54 | $LIF | Life360, Inc. | Technology | $114.2M | 0.6% | 109.95M | New | |||
| 55 | $MMYT | MakeMyTrip Ltd | Consumer Discretionary | $113.9M | 0.6% | 74.73M | -5% | |||
| 56 | $GOOG | Alphabet Inc. | Technology | $111.1M | 0.6% | 314K | New | |||
| 57 | $GOOGL | Alphabet Inc. | Technology | $110.8M | 0.6% | 310K | New | |||
| 58 | $COGT | Cogent Biosciences, Inc. | Healthcare | $108.9M | 0.6% | 89.17M | +3% | |||
| 59 | $UPST | Upstart Holdings, Inc. | Financials | $103.8M | 0.5% | 126.30M | — | |||
| 60 | $SMCI | Super Micro Computer, Inc. | Technology | $103.5M | 0.5% | 112.36M | — | |||
| 61 | $ITRI | ITRON, INC. | Technology | $102.8M | 0.5% | 103.00M | +4% | |||
| 62 | $ENOV | Enovis CORP | Healthcare | $102.7M | 0.5% | 106.75M | — | |||
| 63 | — | MCEWEN MINING INC 5.25 08/15/2030 144A - SDBCV | — | $101.3M | 0.5% | 52.64M | +0.2% | |||
| 64 | $COIN | Coinbase Global, Inc. | Financials | $100.2M | 0.5% | 111.43M | — | |||
| 65 | $MSTR | Strategy Inc | Financials | $98.7M | 0.5% | 107.64M | -19% | |||
| 66 | $LIVN | LivaNova PLC | Healthcare | $98.6M | 0.5% | 72.52M | -20% | |||
| 67 | $CELC | Celcuity Inc. | Healthcare | $98.1M | 0.5% | 86.20M | New | |||
| 68 | — | ALKAMI TECHNOLOGY INC 1.5 03/15/2030 - SDBCV | — | $97.1M | 0.5% | 101.60M | — | |||
| 69 | $NIO | NIO Inc. | Consumer Discretionary | $96.4M | 0.5% | 95.37M | +10% | |||
| 70 | $EVH | Evolent Health, Inc. | Technology | $96.3M | 0.5% | 128.85M | +18% | |||
| 71 | $SPB | Spectrum Brands Holdings, Inc. | Technology | $94.5M | 0.5% | 90.68M | -3% | |||
| 72 | $FLNC | Fluence Energy, Inc. | Technology | $92.5M | 0.5% | 72.08M | New | |||
| 73 | $TE | T1 Energy Inc. | Technology | $91.8M | 0.5% | 53.25M | New | |||
| 74 | — | MACOM TECH SOLUTIONS 0 12/15/2029 - SDBCV | — | $88.2M | 0.5% | 38.30M | New | |||
| 75 | $NIO | NIO Inc. | Consumer Discretionary | $84.1M | 0.4% | 83.99M | +38% | |||
| 76 | $ATEN | A10 Networks, Inc. | Technology | $84.1M | 0.4% | 49.55M | New | |||
| 77 | $ARRY | Array Technologies, Inc. | Consumer Discretionary | $82.6M | 0.4% | 66.25M | New | |||
| 78 | $WK | WORKIVA INC | Technology | $81.9M | 0.4% | 87.32M | -5% | |||
| 79 | $WGO | WINNEBAGO INDUSTRIES INC | Industrials | $81.5M | 0.4% | 87.14M | -2% | |||
| 80 | $W | Wayfair Inc. | Consumer Discretionary | $81.0M | 0.4% | 53.42M | +168% | |||
| 81 | $LAR | Lithium Argentina AG | Materials | $75.9M | 0.4% | 76.70M | +58% | |||
| 82 | $SMTC | SEMTECH CORP | Technology | $72.3M | 0.4% | 16.66M | — | |||
| 83 | $IMCR | Immunocore Holdings plc | Healthcare | $71.9M | 0.4% | 78.34M | -14% | |||
| 84 | $TNDM | TANDEM DIABETES CARE INC | Healthcare | $71.2M | 0.4% | 74.79M | +37% | |||
| 85 | $OMCL | OMNICELL, INC. | Technology | $68.4M | 0.3% | 64.40M | — | |||
| 86 | $GPRE | Green Plains Inc. | Materials | $67.3M | 0.3% | 49.51M | — | |||
| 87 | — | RIVIAN AUTO INC 4.625 03/15/2029 - SDBCV | — | $67.2M | 0.3% | 56.70M | +40% | |||
| 88 | $PGY | Pagaya Technologies Ltd. | Financials | $62.7M | 0.3% | 39.47M | -18% | |||
| 89 | — | IQIYI INC 4.625 03/15/2030 - SDBCV | — | $61.7M | 0.3% | 67.70M | +18% | |||
| 90 | — | VNET GROUP INC 2 10/01/2027 144A - SDBCV | — | $61.1M | 0.3% | 52.50M | +17% | |||
| 91 | — | ALPHATEC HOLDINGS INC 0.75 03/15/2030 144A - SDBCV | — | $59.2M | 0.3% | 61.90M | -11% | |||
| 92 | $NUVB | Nuvation Bio Inc. | Healthcare | $54.9M | 0.3% | 52.58M | New | |||
| 93 | $HLF | HERBALIFE LTD. | Consumer Staples | $54.8M | 0.3% | 47.43M | — | |||
| 94 | $MARA | MARA Holdings, Inc. | Financials | $54.1M | 0.3% | 48.60M | +67% | |||
| 95 | $PI | IMPINJ INC | Technology | $54.1M | 0.3% | 38.12M | +0.0% | |||
| 96 | $TVTX | Travere Therapeutics, Inc. | Healthcare | $51.9M | 0.3% | 28.08M | -72% | |||
| 97 | $RPD | Rapid7, Inc. | Technology | $51.2M | 0.3% | 61.11M | — | |||
| 98 | $FINV | FinVolution Group | Financials | $45.6M | 0.2% | 52.65M | New | |||
| 99 | $ARRY | Array Technologies, Inc. | Consumer Discretionary | $44.7M | 0.2% | 48.17M | +13% | |||
| 100 | — | ZENAS BIOPHARMA INC 2.5 04/01/2032 - SDBCV | — | $42.9M | 0.2% | 35.90M | +379% | |||
| 101 | — | ARROWHEAD RESEARCH CORP 0 01/15/2032 - SDBCV | — | $41.8M | 0.2% | 34.89M | -62% | |||
| 102 | $CRNC | Cerence Inc. | Technology | $41.0M | 0.2% | 44.73M | — | |||
| 103 | $ENPH | Enphase Energy, Inc. | Technology | $39.3M | 0.2% | 42.10M | New | |||
| 104 | $RVMD | Revolution Medicines, Inc. | Healthcare | $36.3M | 0.2% | 28.80M | New | |||
| 105 | — | CRACKER BARREL OLD COUNT 1.75 09/15/2030 144A - SDBCV | — | $34.1M | 0.2% | 33.34M | New | |||
| 106 | — | RIVIAN AUTO INC 3.625 10/15/2030 - SDBCV | — | $32.0M | 0.2% | 29.91M | +40% | |||
| 107 | $MARA | MARA Holdings, Inc. | Financials | $29.9M | 0.1% | 29.77M | New | |||
| 108 | $BILL | BILL Holdings, Inc. | Technology | $29.0M | 0.1% | 33.56M | -85% | |||
| 109 | $METC | Ramaco Resources, Inc. | Energy | $24.8M | 0.1% | 33.33M | — | |||
| 110 | $HOOD | Robinhood Markets, Inc. | Financials | $22.7M | 0.1% | 227K | New | |||
| 111 | — | SUPER MICRO COMPUTER INC 2.25 07/15/2028 144A - SDBCV | — | $22.1M | 0.1% | 22.50M | — | |||
| 112 | $XMTR | Xometry, Inc. | Industrials | $21.9M | 0.1% | 12.49M | — | |||
| 113 | $SBXD | SilverBox Corp IV | Financials | $21.6M | 0.1% | 2.00M | — | |||
| 114 | $CUB | Lionheart Holdings | Financials | $21.5M | 0.1% | 2.00M | New | |||
| 115 | $IPCX | Inflection Point Acquisition Corp. III | Financials | $19.2M | 0.1% | 1.86M | — | |||
| 116 | $HALO | HALOZYME THERAPEUTICS, INC. | Healthcare | $19.0M | 0.1% | 12.99M | — | |||
| 117 | $TVAI | Thayer Ventures Acquisition Corp II | Financials | $18.1M | 0.1% | 1.75M | — | |||
| 118 | — | LAFAYETTE DIGITAL ACQUISITIO - COM | — | $18.0M | 0.1% | 1.80M | — | |||
| 119 | — | FUTURECORP SPACE ACQUISITION - COM | — | $17.7M | 0.1% | 1.75M | New | |||
| 120 | — | ARES ACQUISITION CORP III - COM | — | $17.6M | 0.1% | 1.75M | New | |||
| 121 | $RNGT | Range Capital Acquisition Corp II | Financials | $17.4M | 0.1% | 1.73M | — | |||
| 122 | $IACO | Idea Acquisition Corp. | Financials | $17.3M | 0.1% | 1.75M | New | |||
| 123 | $GUAC | Berto Acquisition Corp. II | Financials | $17.2M | 0.1% | 1.70M | New | |||
| 124 | $CCAQ | COLLECTIVE ACQUISITION CORP. | Financials | $16.8M | 0.1% | 1.70M | New | |||
| 125 | $TLNC | Talon Capital Corp. | Financials | $16.7M | 0.1% | 1.62M | — | |||
| 126 | $TONT | Graf Global Corp. | Financials | $16.3M | 0.1% | 1.50M | — | |||
| 127 | $BCARU | D. Boral ARC Acquisition I Corp. | Financials | $16.3M | 0.1% | 1.56M | -3% | |||
| 128 | $JENA | JENA ACQUISITION Corp II | Financials | $16.1M | 0.1% | 1.55M | — | |||
| 129 | — | BLEICHROEDER ACQUIS II CL A - COM | — | $16.0M | 0.1% | 1.55M | — | |||
| 130 | — | ART TECHNOLOGY ACQUISIT CL A - COM | — | $15.9M | 0.1% | 1.60M | — | |||
| 131 | — | SOREN ACQUISITION CORP CL A - COM | — | $15.9M | 0.1% | 1.60M | — | |||
| 132 | $TACO | Berto Acquisition Corp. | Financials | $15.7M | 0.1% | 1.50M | — | |||
| 133 | — | COLUMBUS CIRCLE CAPITAL CO A - COM | — | $15.7M | 0.1% | 1.55M | +55% | |||
| 134 | $PMTR | Perimeter Acquisition Corp. I | Financials | $15.6M | 0.1% | 1.50M | — | |||
| 135 | — | INFLECTION POINT ACQUISITION - COM | — | $15.5M | 0.1% | 1.50M | New | |||
| 136 | $EGHA | EGH Acquisition Corp. | Financials | $15.4M | 0.1% | 1.50M | — | |||
| 137 | $GTEN | Gores Holdings X, Inc. / CI | Financials | $15.4M | 0.1% | 1.48M | — | |||
| 138 | $ONEN | ONE Nuclear Energy Inc. | Utilities | $15.3M | 0.1% | 1.46M | — | |||
| 139 | — | SAFEGUARD ACQUISITION C CL A - COM | — | $15.2M | 0.1% | 1.51M | +101% | |||
| 140 | — | KARBON CAPITAL PARTNERS CL A - COM | — | $15.0M | 0.1% | 1.49M | +36% | |||
| 141 | $IRHO | Iron Horse Acquisition II Corp. | Financials | $15.0M | 0.1% | 1.50M | — | |||
| 142 | — | SC II ACQUISITION CORP CL A - COM | — | $15.0M | 0.1% | 1.50M | — | |||
| 143 | $EVOX | Evolution Global Acquisition Corp | Financials | $15.0M | 0.1% | 1.49M | +24% | |||
| 144 | $ALHC | Alignment Healthcare, Inc. | Healthcare | $14.9M | 0.1% | 8.70M | -85% | |||
| 145 | — | MOUNTAIN LAKE ACQUISITI CL A - COM | — | $14.9M | 0.1% | 1.50M | — | |||
| 146 | — | FG IMPERII ACQUISITION CL A - COM | — | $14.9M | 0.1% | 1.50M | — | |||
| 147 | $MKLY | McKinley Acquisition Corp | Financials | $14.7M | 0.1% | 1.45M | — | |||
| 148 | $KCHV | Kochav Defense Acquisition Corp. | Financials | $14.5M | 0.1% | 1.40M | — | |||
| 149 | $CCII | Cohen Circle Acquisition Corp. II | Financials | $14.4M | 0.1% | 1.39M | — | |||
| 150 | — | X3 ACQUISITION CORP LTD CL A - COM | — | $14.0M | 0.1% | 1.40M | — |
What changed in Q2 2026
Against the previous quarter's 13F: 155 new, 67 added to, 45 trimmed, 78 sold out. Share-count changes; largest moves by dollar size first.
New positions (155)
first bought this quarter
$RBRKRubrik, Inc.$222.5M
first bought this quarter
- MAKEMYTRIP LIMITED 0 07/01/2030 144A - SDBCV$215.4M
first bought this quarter
- GDS HOLDINGS LIMITED 2.25 06/01/2032 - SDBCV$204.6M
first bought this quarter
$ECHOEchoStar CORP$183.2M
first bought this quarter
$ONON SEMICONDUCTOR CORP$168.8M
first bought this quarter
+149 more in the Excel export
Added to (67)
now $829.5M · held 8 qtrs, 2 adds in a row
now $514.2M · held 8 qtrs, 3 adds in a row
now $277.4M · held 10+ qtrs, 4 adds in a row
$SYNASYNAPTICS Inc+185%
now $217.3M · held 3 qtrs
- SOLAR EDGE TECHNOLOGIES 2.25 07/01/2029 - SDBCV+56%
now $299.3M
now $315.3M · held 9 qtrs, 2 adds in a row
+61 more in the Excel export
Trimmed (45)
$LITELumentum Holdings Inc.-100%
now $327K · held 10+ qtrs, 2 trims in a row
$BILLBILL Holdings, Inc.-85%
now $29.0M · held 3 qtrs, 2 trims in a row
- LIBERTY MEDIA CORP 3.75 03/15/2028 - SDBCV-51%
now $141.7M
$TVTXTravere Therapeutics, Inc.-72%
now $51.9M · held 10+ qtrs
now $395.7M · held 3 qtrs
- QFIN HOLDINGS INC 0.5 04/01/2030 - SDBCV-96%
now $3.5M
+39 more in the Excel export
Sold out (78)
- BRIDGEBIO PHARMA INC 1.75 03/01/2031 144Awas $225.4M
$ASNDAscendis Pharma A/Swas $205.5M
held 9+ qtrs
- JAZZ INVESTMENTS I LTD 3.125 09/15/2030was $163.7M
$CNMDCONMED Corpwas $135.2M
held 9+ qtrs
$AEISADVANCED ENERGY INDUSTRIES INCwas $121.5M
- NEXTERA ENERGY INCwas $110.6M
+72 more in the Excel export
Holdings by quarter
Every 13F LINDEN ADVISORS LP has filed, 39 earlier quarters. Pick one to see what it held then.
Is it too late to follow LINDEN ADVISORS?
Q2 2026 13F filed with the SEC on Aug 14, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of LINDEN ADVISORS's top 20 holdings: 50/100 (our AI quality score, weighted by position size; 19 of the 20 are scored)
Top 10 since filing
-17.9%
Value-weighted move of the 10 largest stock positions
Turnover
30%
Last quarter; 98% over the last 4
Top 10 weight
24%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
63%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
LINDEN ADVISORS LP disclosed 638 positions worth $19.3B in its Form 13F-HR for Q2 2026, led by $VSH (VISHAY INTERTECHNOLOGY INC) at 4.3% of the equity portfolio, followed by $MKSI and $SITM. During the quarter the fund opened 155 new positions and exited 78 — including a new stake in $SITM. The portfolio is most concentrated in Technology (33.5% of disclosed assets). All figures are sourced directly from LINDEN ADVISORS LP’s Form 13F-HR filing with the SEC under CIK 1279396.
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AI-Powered Hedge Fund Analysis: LINDEN ADVISORS LP
13F Pro is an AI hedge fund tracker and stock research platform. For LINDEN ADVISORS LP (SEC CIK: 1279396), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in LINDEN ADVISORS LP's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.