Holders — by stockHoldings — by fund
Linden Rose Investment LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001833819
$128.7M
disclosed book value
8
positions
29.9%
largest position share
Positions, as of 2026-06-30
top 8 of 8 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | DRAMROUNDHILL ETF TRUST | 521,570 | $38.5M | 29.9% |
| 2 | NVDANVIDIA CORPORATION | 145,365 | $29.1M | 22.6% |
| 3 | MUMICRON TECHNOLOGY INC | 24,981 | $28.8M | 22.4% |
| 4 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 36,732 | $17.5M | 13.6% |
| 5 | GOOGLALPHABET INC | 28,379 | $10.1M | 7.9% |
| 6 | SNDKSANDISK CORP | 1,228 | $2.8M | 2.2% |
| 7 | MRVLMARVELL TECHNOLOGY INC | 3,452 | $1.0M | 0.8% |
| 8 | EWYISHARES INC | 3,782 | $763,614 | 0.6% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.