Linden Advisors LP 13F Holdings
CIK 0001279396 · New York, NY
As of Sep 30, 2025, Linden Advisors LP reported 408 positions worth
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.
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| BLOOM ENERGY CORP | — | — | 120,624,000 | $546.2M | 3.70% |
| BLOOM ENERGY CORP | — | — | 122,915,000 | $508.8M | 3.45% |
| LUMENTUM HLDGS INC | — | — | 265,326,000 | $370.2M | 2.51% |
| MICROSTRATEGY INC | — | — | 158,940,000 | $356.1M | 2.41% |
| JAZZ INVESTMENTS I LTD | — | — | 288,450,000 | $343.1M | 2.32% |
| LI AUTO INC | — | — | 270,207,000 | $309.1M | 2.09% |
| ALIBABA GROUP HLDG LTD | — | — | 166,376,000 | $305.6M | 2.07% |
| PELOTON INTERACTIVE INC | — | — | 136,893,000 | $304.6M | 2.06% |
| LIBERTY MEDIA CORP DEL | — | — | 279,310,000 | $292.0M | 1.98% |
| SEMTECH CORP | — | — | 138,664,000 | $270.3M | 1.83% |
| SUPER MICRO COMPUTER INC | — | — | 264,608,000 | $270.3M | 1.83% |
| MAKEMYTRIP LIMITED MAURITIUS | — | — | 98,255,000 | $239.3M | 1.62% |
| EXACT SCIENCES CORP | — | — | 244,980,000 | $235.6M | 1.60% |
| EXACT SCIENCES CORP | — | — | 248,106,000 | $230.1M | 1.56% |
| MKS INC. | — | — | 208,270,000 | $228.7M | 1.55% |
| LUMENTUM HLDGS INC | — | — | 89,336,000 | $215.9M | 1.46% |
| WESTERN DIGITAL CORP | — | — | 64,702,000 | $207.6M | 1.41% |
| ASCENDIS PHARMA A/S | — | — | 144,897,000 | 98.0M | 1.34% |
| VISHAY INTERTECHNOLOGY INC | — | — | 208,036,000 | 89.3M | 1.28% |
| GRANITE CONSTR INC | — | — | 118,980,000 | 82.4M | 1.24% |
| BRIDGEBIO PHARMA INC | — | — | 175,048,000 | 73.1M | 1.17% |
| MICROSTRATEGY INC | — | — | 96,649,000 | 72.6M | 1.17% |
| DRAFTKINGS INC NEW | — | — | 186,013,000 | 67.2M | 1.13% |
| OSI SYSTEMS INC | — | — | 111,046,000 | 60.7M | 1.09% |
| MICROSTRATEGY INC | — | — | 101,639,000 | 60.1M | 1.08% |