Linden Advisors LP 13F Holdings

CIK 0001279396 · New York, NY

As of Sep 30, 2025, Linden Advisors LP reported 408 positions worth 4.8B in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
BLOOM ENERGY CORP——120,624,000$546.2M3.70%
BLOOM ENERGY CORP——122,915,000$508.8M3.45%
LUMENTUM HLDGS INC——265,326,000$370.2M2.51%
MICROSTRATEGY INC——158,940,000$356.1M2.41%
JAZZ INVESTMENTS I LTD——288,450,000$343.1M2.32%
LI AUTO INC——270,207,000$309.1M2.09%
ALIBABA GROUP HLDG LTD——166,376,000$305.6M2.07%
PELOTON INTERACTIVE INC——136,893,000$304.6M2.06%
LIBERTY MEDIA CORP DEL——279,310,000$292.0M1.98%
SEMTECH CORP——138,664,000$270.3M1.83%
SUPER MICRO COMPUTER INC——264,608,000$270.3M1.83%
MAKEMYTRIP LIMITED MAURITIUS——98,255,000$239.3M1.62%
EXACT SCIENCES CORP——244,980,000$235.6M1.60%
EXACT SCIENCES CORP——248,106,000$230.1M1.56%
MKS INC.——208,270,000$228.7M1.55%
LUMENTUM HLDGS INC——89,336,000$215.9M1.46%
WESTERN DIGITAL CORP——64,702,000$207.6M1.41%
ASCENDIS PHARMA A/S——144,897,000 98.0M1.34%
VISHAY INTERTECHNOLOGY INC——208,036,000 89.3M1.28%
GRANITE CONSTR INC——118,980,000 82.4M1.24%
BRIDGEBIO PHARMA INC——175,048,000 73.1M1.17%
MICROSTRATEGY INC——96,649,000 72.6M1.17%
DRAFTKINGS INC NEW——186,013,000 67.2M1.13%
OSI SYSTEMS INC——111,046,000 60.7M1.09%
MICROSTRATEGY INC——101,639,000 60.1M1.08%