Linden Thomas Advisory Services, LLC
CIK 1965702 · Holdings on Sep 30, 2025 · First reported Nov 6, 2025
Top ten holdings
Q3 2025- NVDA3.54%
- AAPL2.03%
- META1.71%
- APP1.56%
- MSFT1.53%
- AVGO1.29%
- PLTR1.26%
- ANET1.24%
- ALAB1.05%
- RMD0.92%
Share classes counted separately16.13%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- APPWeight increased · +0.75 pp0.81% → 1.56%Shares +346 (+1.64%)
- ALABWeight increased · +0.53 pp0.52% → 1.05%Shares +229 (+0.44%)
- NVDAWeight increased · +0.38 pp3.16% → 3.54%Shares +5.62K (+3.09%)
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 | NVDANVIDIA CORP View history and evidence | $34.94M | 3.54% | 187.27K shares | 3.16% → 3.54%+0.38 pp +5.62K (+3.09%) | Added | ↗▾ |
| 02 | AAPLAPPLE INC View history and evidence | $20.08M | 2.03% | 78.85K shares | 1.73% → 2.03%+0.30 pp +2.40K (+3.13%) | Added | ↗▾ |
| 03 | METAMETA PLATFORMS INC-CLASS ACL A View history and evidence | $16.86M | 1.71% | 22.95K shares | 1.81% → 1.71%-0.10 pp +712 (+3.20%) | Added | ↗▾ |
| 04 | APPAPPLOVIN CORP-CLASS ACOM CL A View history and evidence | $15.37M | 1.56% | 21.39K shares | 0.81% → 1.56%+0.75 pp +346 (+1.64%) | Added | ↗▾ |
| 05 | MSFTMICROSOFT CORP View history and evidence | $15.07M | 1.53% | 29.10K shares | 1.53% → 1.53%+0.00 pp +1.20K (+4.28%) | Added | ↗▾ |
| 06 | AVGOBROADCOM INC View history and evidence | $12.75M | 1.29% | 38.63K shares | 1.16% → 1.29%+0.13 pp +432 (+1.13%) | Added | ↗▾ |
| 07 | PLTRPALANTIR TECHNOLOGIES INC-ACL A View history and evidence | $12.43M | 1.26% | 68.14K shares | 1.00% → 1.26%+0.26 pp +1.51K (+2.26%) | Added | ↗▾ |
| 08 | ANETARISTA NETWORKS INCCOM SHS View history and evidence | $12.29M | 1.24% | 84.32K shares | 0.92% → 1.24%+0.32 pp +3.00K (+3.68%) | Added | ↗▾ |
| 09 | ALABASTERA LABS INC View history and evidence | $10.34M | 1.05% | 52.80K shares | 0.52% → 1.05%+0.53 pp +229 (+0.44%) | Added | ↗▾ |
| 10 | RMDRESMED INC View history and evidence | $9.07M | 0.92% | 33.13K shares | 0.92% → 0.92%+0.00 pp +612 (+1.88%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 10
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| AKX ANSYS INC | Non-derivative | -6,561 | -$2.30M | SEC filing ↗ | SEC filing ↗ |
| NVEE NV5 GLOBAL INC | Non-derivative | -50,318 | -$1.16M | SEC filing ↗ | SEC filing ↗ |
| 69478X105 PACIFIC PREMIER BANCORP INC | Non-derivative | -52,065 | -$1.10M | SEC filing ↗ | SEC filing ↗ |
3 / 10 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 1965702 · Period 2025-09-30
Data loaded 2026-09-23 · First reported 2025-11-06
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 988204335
}Research all 483 reported holdings.
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