Linden Advisors LP
CIK 1279396 · Holdings on Dec 31, 2025 · First reported Feb 17, 2026
Top ten holdings
Q4 2025- LITE4.97%
- 15643UAE43.96%
- LITE3.05%
- 038169AB42.16%
- LITE2.05%
- 090043AF71.78%
- 00827BAD81.74%
- 594972AJ01.73%
- 55306NAB01.68%
- 50202MAB81.62%
Share classes counted separately24.74%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- LITEWeight increased · +2.50 pp2.47% → 4.97%Shares +18.89M (+7.12%)
- LITEWeight increased · +1.61 pp1.44% → 3.05%Shares +4.00M (+4.48%)
- LITEWeight increased · +1.09 pp0.96% → 2.05%Shares +4.31M (+5.04%)
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 | LITELUMENTUM HOLDINGS INCSDBCV View history and evidence | $807.13M | 4.97% | 284.22M principal (USD) | 2.47% → 4.97%+2.50 pp +18.89M (+7.12%) | Added | ↗▾ |
| 02 | 15643UAE4CENTRUS ENERGY CORPSDBCV View history and evidence | $644.02M | 3.96% | 239.90M principal (USD) | Prior unavailable +239.90M | New | ↗▾ |
| 03 | LITELUMENTUM HOLDINGS INCSDBCV View history and evidence | $495.98M | 3.05% | 93.34M principal (USD) | 1.44% → 3.05%+1.61 pp +4.00M (+4.48%) | Added | ↗▾ |
| 04 | 038169AB4APPLIED DIGITAL CORPSDBCV View history and evidence | $350.86M | 2.16% | 130.44M principal (USD) | Prior unavailable +130.44M | New | ↗▾ |
| 05 | LITELUMENTUM HOLDINGS INCSDBCV View history and evidence | $333.01M | 2.05% | 89.73M principal (USD) | 0.96% → 2.05%+1.09 pp +4.31M (+5.04%) | Added | ↗▾ |
| 06 | 090043AF7BILL HOLDINGS INCSDBCV View history and evidence | $289.47M | 1.78% | 314.21M principal (USD) | Prior unavailable +314.21M | New | ↗▾ |
| 07 | 00827BAD8AFFIRM HOLDINGS INCSDBCV View history and evidence | $283.42M | 1.74% | 255.71M principal (USD) | Prior unavailable +255.71M | New | ↗▾ |
| 08 | 594972AJ0STRATEGY INCSDBCV View history and evidence | $281.17M | 1.73% | 222.44M principal (USD) | 2.37% → 1.73%-0.64 pp +63.50M (+39.95%) | Added | ↗▾ |
| 09 | 55306NAB0MKS INCSDBCV View history and evidence | $272.52M | 1.68% | 213.12M principal (USD) | 1.53% → 1.68%+0.15 pp +4.85M (+2.33%) | Added | ↗▾ |
| 10 | 50202MAB8LI AUTO INCSDBCV View history and evidence | $263.57M | 1.62% | 261.71M principal (USD) | 2.06% → 1.62%-0.44 pp -8.50M (-3.15%) | Reduced | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 69
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| 093712AK3 BLOOM ENERGY CORP | Non-derivative | -120,624,000 | -$546.24M | SEC filing ↗ | SEC filing ↗ |
| 093712AM9 BLOOM ENERGY CORP | Non-derivative | -122,915,000 | -$508.82M | SEC filing ↗ | SEC filing ↗ |
| 30063PAB1 EXACT SCIENCES CORP | Non-derivative | -244,980,000 | -$235.64M | SEC filing ↗ | SEC filing ↗ |
3 / 69 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 2025-12-31
Data loaded 2026-09-23 · First reported 2026-02-17
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 16244354904
}Research all 472 reported holdings.
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