Linden Advisors LP
CIK 1279396 · Holdings on Jun 30, 2025 · First reported Aug 14, 2025
Top ten holdings
Q2 2025- 594972AJ04.70%
- 19260QAF43.09%
- 89677QAB32.47%
- 86800UAB02.32%
- 50202MAB81.98%
- 98980AAB11.98%
- 89377MAB51.79%
- 531229AP71.78%
- LITE1.54%
- 56087FAB01.46%
Share classes counted separately23.11%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- 20717MAB9Weight decreased · -1.01 pp1.99% → 0.98%Shares -145.30M (-45.84%)
- 594972AJ0Weight increased · +1.00 pp3.70% → 4.70%Shares +6.70M (+2.50%)
- 19260QAF4Weight increased · +0.96 pp2.13% → 3.09%Shares +45.24M (+13.35%)
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 | 594972AJ0STRATEGY INCSDBCV View history and evidence | $764.92M | 4.70% | 274.64M principal (USD) | 3.70% → 4.70%+1.00 pp +6.70M (+2.50%) | Added | ↗▾ |
| 02 | 19260QAF4COINBASE GLOBAL INCSDBCV View history and evidence | $503.02M | 3.09% | 384.18M principal (USD) | 2.13% → 3.09%+0.96 pp +45.24M (+13.35%) | Added | ↗▾ |
| 03 | 89677QAB3TRIP.COM GROUP LTDSDBCV View history and evidence | $402.40M | 2.47% | 362.63M principal (USD) | Prior unavailable +362.63M | New | ↗▾ |
| 04 | 86800UAB0SUPER MICRO COMPUTER INCSDBCV View history and evidence | $378.36M | 2.32% | 362.11M principal (USD) | 2.58% → 2.32%-0.26 pp -31.02M (-7.89%) | Reduced | ↗▾ |
| 05 | 50202MAB8LI AUTO INCSDBCV View history and evidence | $323.04M | 1.98% | 271.71M principal (USD) | 2.04% → 1.98%-0.06 pp +17.31M (+6.81%) | Added | ↗▾ |
| 06 | 98980AAB1ZTO EXPRESS KY INCSDBCV View history and evidence | $322.57M | 1.98% | 324.30M principal (USD) | 1.47% → 1.98%+0.51 pp +108.44M (+50.23%) | Added | ↗▾ |
| 07 | 89377MAB5TRANSMEDICS GROUP INCSDBCV View history and evidence | $291.08M | 1.79% | 181.37M principal (USD) | 1.28% → 1.79%+0.51 pp +5.50M (+3.13%) | Added | ↗▾ |
| 08 | 531229AP7SIRIUS XM HOLDINGSSDBCV View history and evidence | $290.40M | 1.78% | 278.21M principal (USD) | 1.86% → 1.78%-0.08 pp +13.30M (+5.02%) | Added | ↗▾ |
| 09 | LITELUMENTUM HOLDINGS INCSDBCV View history and evidence | $251.30M | 1.54% | 242.83M principal (USD) | 1.52% → 1.54%+0.02 pp +74.00K (+0.03%) | Added | ↗▾ |
| 10 | 56087FAB0MAKEMYTRIP LIMITEDSDBCV View history and evidence | $238.16M | 1.46% | 93.25M principal (USD) | 1.61% → 1.46%-0.15 pp +494.00K (+0.53%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 60
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| 69331CAL2 PG&E CORP | Non-derivative | -286,461,000 | -$303.59M | SEC filing ↗ | SEC filing ↗ |
| 457669AB5 INSMED INC | Non-derivative | -117,383,000 | -$278.63M | SEC filing ↗ | SEC filing ↗ |
| 912909AT5 UNITED STATES STEEL CORP | Non-derivative | -77,461,000 | -$245.52M | SEC filing ↗ | SEC filing ↗ |
3 / 60 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 2025-06-30
Data loaded 2026-09-23 · First reported 2025-08-14
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 16290614416
}Research all 376 reported holdings.
This page includes 30 of 376 reported holdings. Sign in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.
- Download CSV
- Earlier quarters
- Advanced screening & filtering
- API & AI access
＋ New accounts get free API credits to explore data beyond ownership filings.
For AI agents & developers
The initial HTML of this page carries its exact data as script#portfolio-data (JSON): values, units, scope, preview limits and SEC sources. Read it directly, no script or API key needed; script#research-access says what needs an account. This page lists 30 of 376 current positions (options included); totals and weights use the complete filing.
Without an account: the last 3 years, with the row caps stated on the page. A free account opens all history on file on these pages and the CSV of what a page shows. Rows beyond the caps and bulk retrieval go through the authenticated API / MCP.
MCP https://api.akkrudata.ai/mcp
get_institutional_portfolio
{"cik":"1279396","quarter":"2025Q2","page_size":100}
get_institutional_manager_history
{"cik":"1279396","page_size":100}Connect to MCP with OAuth and follow the returned pagination. Credits and usage limits depend on the account.
- MCP endpoint
- https://api.akkrudata.ai/mcp
- API / MCP documentation
- /documents
- llms.txt
- /llms.txt
Sources, coverage & how to read this data
Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.