Linden Advisors LP
CIK 1279396 · Holdings on Dec 31, 2024 · First reported Feb 14, 2025
Top ten holdings
Q4 2024- 594972AE15.54%
- 958102AT24.07%
- 20717MAB92.45%
- 50202MAB82.25%
- 56087FAB02.16%
- 531229AP72.09%
- 457669AB52.03%
- 26142RAB02.02%
- 912909AT51.87%
- LITE1.84%
Share classes counted separately26.32%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- 594972AE1Weight increased · +2.86 pp2.68% → 5.54%Shares +89.69M (+38.43%)
- 531229AP7Weight increased · +0.83 pp1.26% → 2.09%Shares +98.50M (+67.97%)
- 816850AF8Weight increased · +0.75 pp1.01% → 1.76%Shares +35.57M (+42.14%)
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 | 594972AE1MICROSTRATEGY INCSDBCV View history and evidence | $668.72M | 5.54% | 323.11M principal (USD) | 2.68% → 5.54%+2.86 pp +89.69M (+38.43%) | Added | ↗▾ |
| 02 | 958102AT2WESTERN DIGITAL CORPSDBCV View history and evidence | $490.59M | 4.07% | 369.65M principal (USD) | Prior unavailable +369.65M | New | ↗▾ |
| 03 | 20717MAB9CONFLUENT INCSDBCV View history and evidence | $295.08M | 2.45% | 327.44M principal (USD) | 2.41% → 2.45%+0.04 pp +4.85M (+1.50%) | Added | ↗▾ |
| 04 | 50202MAB8LI AUTO INCSDBCV View history and evidence | $270.95M | 2.25% | 236.77M principal (USD) | 2.22% → 2.25%+0.03 pp +16.00M (+7.25%) | Added | ↗▾ |
| 05 | 56087FAB0MAKEMYTRIP LIMITEDSDBCV View history and evidence | $260.77M | 2.16% | 89.27M principal (USD) | 1.72% → 2.16%+0.44 pp +5.00M (+5.94%) | Added | ↗▾ |
| 06 | 531229AP7SIRIUS XM HOLDINGSSDBCV View history and evidence | $251.98M | 2.09% | 243.41M principal (USD) | 1.26% → 2.09%+0.83 pp +98.50M (+67.97%) | Added | ↗▾ |
| 07 | 457669AB5INSMED INCSDBCV View history and evidence | $244.45M | 2.03% | 112.52M principal (USD) | 2.59% → 2.03%-0.56 pp -21.14M (-15.82%) | Reduced | ↗▾ |
| 08 | 26142RAB0DRAFTKINGS HOLDINGS INCSDBCV View history and evidence | $244.23M | 2.02% | 286.12M principal (USD) | 2.03% → 2.02%-0.01 pp +8.81M (+3.18%) | Added | ↗▾ |
| 09 | 912909AT5UNITED STATES STEEL CORPSDBCV View history and evidence | $225.02M | 1.87% | 87.46M principal (USD) | 2.13% → 1.87%-0.26 pp -7.50M (-7.90%) | Reduced | ↗▾ |
| 10 | LITELUMENTUM HOLDINGS INCSDBCV View history and evidence | $221.71M | 1.84% | 229.04M principal (USD) | 1.26% → 1.84%+0.58 pp +56.52M (+32.76%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 68
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| 60937PAD8 MONGODB INC | Non-derivative | -164,975,000 | -$227.76M | SEC filing ↗ | SEC filing ↗ |
| 81141RAG5 SEA LTD | Non-derivative | -247,745,000 | -$224.21M | SEC filing ↗ | SEC filing ↗ |
| 539183AA1 LIVONGO HEALTH | Non-derivative | -186,476,000 | -$180.79M | SEC filing ↗ | SEC filing ↗ |
3 / 68 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 2024-12-31
Data loaded 2026-09-23 · First reported 2025-02-14
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 12063520232
}Research all 264 reported holdings.
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