Linden Advisors LP
CIK 1279396 · Holdings on Jun 30, 2026 · First reported Aug 14, 2026
Top ten holdings
Q2 2026- 928298AR94.30%
- 55306NAB03.07%
- 82982TAA43.06%
- 40131MAD12.66%
- 15643UAE42.30%
- 038169AB42.05%
- 83419XAB41.90%
- 55826TAB81.82%
- 922417AJ91.63%
- 83417MAE41.55%
Share classes counted separately24.34%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- 928298AR9Weight increased · +3.03 pp1.27% → 4.30%Shares +181.45M (+76.69%)
- 40131MAD1Weight increased · +1.57 pp1.09% → 2.66%Shares +88.51M (+76.42%)
- 83205YAE4Weight increased · +1.25 pp0.19% → 1.44%Shares +64.37M (+192.15%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | 928298AR9VISHAY INTERTECHNOLOGYSDBCV View history and evidence | $829.50M | 4.30% | 418.05M principal (USD) | 1.27% → 4.30%+3.03 pp +181.45M (+76.69%) | Added | ↗▾ |
| 02 | 55306NAB0MKS INCSDBCV View history and evidence | $593.25M | 3.07% | 201.34M principal (USD) | 1.85% → 3.07%+1.22 pp +2.46M (+1.23%) | Added | ↗▾ |
| 03 | 82982TAA4SITIMESDBCV View history and evidence | $590.93M | 3.06% | 533.75M principal (USD) | Prior unavailable +533.75M | New | ↗▾ |
| 04 | 40131MAD1GUARDANT HEALTH INCSDBCV View history and evidence | $514.19M | 2.66% | 204.33M principal (USD) | 1.09% → 2.66%+1.57 pp +88.51M (+76.42%) | Added | ↗▾ |
| 05 | 15643UAE4CENTRUS ENERGY CORPSDBCV View history and evidence | $444.52M | 2.30% | 224.03M principal (USD) | 2.74% → 2.30%-0.44 pp -15.87M (-6.62%) | Reduced | ↗▾ |
| 06 | 038169AB4APPLIED DIGITAL CORPSDBCV View history and evidence | $395.74M | 2.05% | 99.47M principal (USD) | 1.94% → 2.05%+0.11 pp -31.06M (-23.80%) | Reduced | ↗▾ |
| 07 | 83419XAB4SOLARIS ENERGY INFRASTRUSDBCV View history and evidence | $367.35M | 1.90% | 225.83M principal (USD) | 1.36% → 1.90%+0.54 pp +32.05M (+16.54%) | Added | ↗▾ |
| 08 | 55826TAB8SPHERE ENTERTAINMENT COSDBCV View history and evidence | $350.61M | 1.82% | 71.45M principal (USD) | 1.57% → 1.82%+0.25 pp -12.09M (-14.47%) | Reduced | ↗▾ |
| 09 | 922417AJ9VEECO INSTRUMENTS INCSDBCV View history and evidence | $315.30M | 1.63% | 118.21M principal (USD) | 0.67% → 1.63%+0.96 pp +31.41M (+36.18%) | Added | ↗▾ |
| 10 | 83417MAE4SOLAR EDGE TECHNOLOGIESSDBCV View history and evidence | $299.29M | 1.55% | 155.45M principal (USD) | 0.96% → 1.55%+0.59 pp +55.98M (+56.27%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 86
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| LITE LUMENTUM HOLDINGS INC | Non-derivative | -84,348,000 | -$595.43M | SEC filing ↗ | SEC filing ↗ |
| 10806XAJ1 BRIDGEBIO PHARMA INC | Non-derivative | -132,723,000 | -$225.38M | SEC filing ↗ | SEC filing ↗ |
| 04351PAD3 ASCENDIS PHARMA A/S | Non-derivative | -139,570,000 | -$205.48M | SEC filing ↗ | SEC filing ↗ |
3 / 86 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1279396 · Period Jun 30, 2026
Data loaded Oct 15, 2026 · First reported Aug 14, 2026
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 19304166908
}Research all 638 reported holdings.
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