Holders — by stockHoldings — by fund
Linden Thomas Advisory Services, 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 0001965702
$1.24B
disclosed book value
542
positions
2.8%
largest position share
Positions, as of 2026-06-30
top 100 of 542 · 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 | NVDANVIDIA CORPORATION | 175,404 | $35.1M | 2.8% |
| 2 | GOOGLALPHABET INC | 59,728 | $21.3M | 1.7% |
| 3 | AVGOBROADCOM INC | 50,684 | $19.1M | 1.5% |
| 4 | ANETARISTA NETWORKS INC | 108,394 | $18.4M | 1.5% |
| 5 | AAPLAPPLE INC | 63,449 | $18.4M | 1.5% |
| 6 | AMDADVANCED MICRO DEVICES INC | 26,147 | $15.2M | 1.2% |
| 7 | ALABASTERA LABS INC | 27,476 | $13.3M | 1.1% |
| 8 | PANWPALO ALTO NETWORKS INC | 38,340 | $13.1M | 1.1% |
| 9 | ICHRICHOR HOLDINGS | 115,336 | $12.9M | 1% |
| 10 | GLWCORNING INC | 49,467 | $12.6M | 1% |
| 11 | KLACKLA CORP | 40,772 | $12.3M | 1% |
| 12 | MSFTMICROSOFT CORP | 27,747 | $10.4M | 0.8% |
| 13 | LRCXLAM RESEARCH CORP | 22,359 | $9.7M | 0.8% |
| 14 | FFIVF5 INC | 23,286 | $9.7M | 0.8% |
| 15 | HEIHEICO CORP NEW | 26,170 | $9.3M | 0.8% |
| 16 | AGXARGAN INC | 11,464 | $9.2M | 0.7% |
| 17 | AMATAPPLIED MATLS INC | 12,371 | $8.9M | 0.7% |
| 18 | FIXCOMFORT SYS USA INC | 4,497 | $8.9M | 0.7% |
| 19 | CSCOCISCO SYS INC | 75,135 | $8.8M | 0.7% |
| 20 | FTNTFORTINET INC | 53,077 | $8.2M | 0.7% |
| 21 | MOALTRIA GROUP INC | 112,317 | $8.1M | 0.7% |
| 22 | METAMETA PLATFORMS INC | 14,013 | $7.9M | 0.6% |
| 23 | LLYELI LILLY & CO | 6,333 | $7.6M | 0.6% |
| 24 | CDNSCADENCE DESIGN SYSTEM INC | 19,898 | $7.5M | 0.6% |
| 25 | GEVGE VERNOVA INC | 5,896 | $6.9M | 0.6% |
| 26 | TMOTHERMO FISHER SCIENTIFIC INC | 13,803 | $6.9M | 0.6% |
| 27 | CRWDCROWDSTRIKE HLDGS INC | 8,876 | $6.8M | 0.5% |
| 28 | RMDRESMED INC | 33,667 | $6.6M | 0.5% |
| 29 | MATXMATSON INC | 32,805 | $6.3M | 0.5% |
| 30 | VVISA INC | 18,352 | $6.3M | 0.5% |
| 31 | PEVERPURE INC | 79,347 | $6.3M | 0.5% |
| 32 | TSLATESLA INC | 14,647 | $6.2M | 0.5% |
| 33 | ARCBARCBEST CORP | 42,877 | $6.2M | 0.5% |
| 34 | XOMEXXON MOBIL CORP | 43,742 | $6.0M | 0.5% |
| 35 | DDOGDATADOG INC | 22,590 | $5.9M | 0.5% |
| 36 | SPGIS&P GLOBAL INC | 14,370 | $5.9M | 0.5% |
| 37 | MTSIMACOM TECH SOLUTIONS HLDGS I | 15,380 | $5.9M | 0.5% |
| 38 | WMTWALMART INC | 51,038 | $5.8M | 0.5% |
| 39 | VZVERIZON COMMUNICATIONS INC | 136,084 | $5.8M | 0.5% |
| 40 | WMBWILLIAMS COS INC | 76,267 | $5.7M | 0.5% |
| 41 | APHAMPHENOL CORP | 31,930 | $5.6M | 0.5% |
| 42 | CATALYST PHARMACEUTICALS INC | 176,004 | $5.5M | 0.4% |
| 43 | HPEHEWLETT PACKARD ENTERPRISE C | 121,692 | $5.5M | 0.4% |
| 44 | NVTNVENT ELEC PLC | 31,955 | $5.4M | 0.4% |
| 45 | LIILENNOX INTL INC | 9,403 | $5.4M | 0.4% |
| 46 | NRGNRG ENERGY INC | 36,710 | $5.4M | 0.4% |
| 47 | VICIVICI PPTYS INC | 198,978 | $5.3M | 0.4% |
| 48 | INCYINCYTE CORP | 46,507 | $5.3M | 0.4% |
| 49 | NOWSERVICENOW INC | 51,009 | $5.1M | 0.4% |
| 50 | COSTCOSTCO WHOLESALE CORPORATION | 5,331 | $5.0M | 0.4% |
| 51 | MAMASTERCARD INCORPORATED | 9,628 | $4.9M | 0.4% |
| 52 | ROGROGERS CORP | 29,743 | $4.9M | 0.4% |
| 53 | AAMIACADIAN ASSET MANAGEMENT INC | 66,756 | $4.8M | 0.4% |
| 54 | AZOAUTOZONE INC | 1,488 | $4.8M | 0.4% |
| 55 | ADIANALOG DEVICES INC | 11,971 | $4.8M | 0.4% |
| 56 | MNSTMONSTER BEVERAGE CORP NEW | 48,981 | $4.7M | 0.4% |
| 57 | NFLXNETFLIX INC. | 65,506 | $4.7M | 0.4% |
| 58 | GWWWW GRAINGER INC | 3,437 | $4.7M | 0.4% |
| 59 | PLXSPLEXUS CORP | 15,496 | $4.7M | 0.4% |
| 60 | DXCMDEXCOM INC | 69,082 | $4.7M | 0.4% |
| 61 | TKRTIMKEN CO | 31,472 | $4.6M | 0.4% |
| 62 | LMATLEMAITRE VASCULAR INC | 47,314 | $4.5M | 0.4% |
| 63 | BRK/BBERKSHIRE HATHAWAY INC DEL | 9,062 | $4.5M | 0.4% |
| 64 | ISRGINTUITIVE SURGICAL INC | 11,365 | $4.5M | 0.4% |
| 65 | CORCENCORA INC | 15,773 | $4.5M | 0.4% |
| 66 | ABTABBOTT LABORATORIES | 48,804 | $4.4M | 0.4% |
| 67 | OKTAOKTA INC | 32,429 | $4.4M | 0.4% |
| 68 | LMTLOCKHEED MARTIN CORP | 8,642 | $4.4M | 0.4% |
| 69 | FSLRFIRST SOLAR INC | 18,489 | $4.4M | 0.4% |
| 70 | GHCGRAHAM HLDGS CO | 3,801 | $4.3M | 0.4% |
| 71 | FOXAFOX CORP | 82,417 | $4.3M | 0.3% |
| 72 | IDXXIDEXX LABS INC | 7,872 | $4.1M | 0.3% |
| 73 | VRTXVERTEX PHARMACEUTICALS INC | 8,103 | $4.0M | 0.3% |
| 74 | TMUST-MOBILE US INC | 23,951 | $4.0M | 0.3% |
| 75 | OTTROTTER TAIL CORP | 44,579 | $4.0M | 0.3% |
| 76 | AFRMAFFIRM HLDGS INC | 47,819 | $3.9M | 0.3% |
| 77 | CRDOCREDO TECHNOLOGY GROUP HOLDI | 14,282 | $3.9M | 0.3% |
| 78 | TXNTEXAS INSTRS INC | 12,936 | $3.9M | 0.3% |
| 79 | APPAPPLOVIN CORP | 7,412 | $3.8M | 0.3% |
| 80 | ABBVABBVIE INC | 15,041 | $3.8M | 0.3% |
| 81 | DORMDORMAN PRODS INC | 27,711 | $3.8M | 0.3% |
| 82 | HRLHORMEL FOODS CORP | 150,050 | $3.7M | 0.3% |
| 83 | FITBFIFTH THIRD BANCORP | 65,744 | $3.7M | 0.3% |
| 84 | MKSIMKS INC. | 8,267 | $3.7M | 0.3% |
| 85 | PSMTPRICESMART INC | 18,718 | $3.7M | 0.3% |
| 86 | SYKSTRYKER CORPORATION | 11,498 | $3.6M | 0.3% |
| 87 | GNKGENCO SHIPPING & TRADING LTD | 144,456 | $3.6M | 0.3% |
| 88 | RRYDER SYS INC | 13,482 | $3.6M | 0.3% |
| 89 | WMKWEIS MKTS INC | 45,059 | $3.5M | 0.3% |
| 90 | KNSAKINIKSA PHARMACEUTICALS INTL | 54,803 | $3.5M | 0.3% |
| 91 | GLDSPDR GOLD TR | 9,482 | $3.5M | 0.3% |
| 92 | KMIKINDER MORGAN INC DEL | 108,929 | $3.5M | 0.3% |
| 93 | GILDGILEAD SCIENCES INC | 27,150 | $3.4M | 0.3% |
| 94 | CRMSALESFORCE INC | 21,703 | $3.4M | 0.3% |
| 95 | KRKROGER CO | 60,952 | $3.4M | 0.3% |
| 96 | MYRGMYR GROUP INC | 6,749 | $3.4M | 0.3% |
| 97 | ALSNALLISON TRANSMISSION HLDGS I | 29,740 | $3.4M | 0.3% |
| 98 | AITAPPLIED INDL TECHNOLOGIES IN | 9,893 | $3.3M | 0.3% |
| 99 | ZBRAZEBRA TECHNOLOGIES CORPORATI | 12,700 | $3.3M | 0.3% |
| 100 | AZZAZZ INC | 21,355 | $3.3M | 0.3% |
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.