Linden Thomas Advisory Services, LLC 13F Holdings

CIK 0001965702 · Charlotte, NC

As of Sep 30, 2025, Linden Thomas Advisory Services, LLC reported 483 positions worth $769.1M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
NVIDIA CORPNVDATechnology187,267$34.9M4.54%
APPLE INCAAPLTechnology78,851$20.1M2.61%
META PLATFORMS INCMETACommunication Services22,952 6.9M2.19%
APPLOVIN CORPAPPTechnology21,388 5.4M2.00%
MICROSOFT CORPMSFTTechnology29,098 5.1M1.96%
BROADCOM INCAVGOTechnology38,634 2.7M1.66%
PALANTIR TECHNOLOGIES INCPLTRTechnology68,139 2.4M1.62%
ARISTA NETWORKS INCANETTechnology84,316 2.3M1.60%
ASTERA LABS INCALABTechnology52,799 0.3M1.34%
RESMED INCRMDHealthcare33,135$9.1M1.18%
HEICO CORPHEIIndustrials26,283$8.5M1.10%
F5 INCFFIVTechnology26,192$8.5M1.10%
ALPHABET INCGOOGLEquity32,686$7.9M1.03%
MASTERCARD INCMAFinancial Services12,804$7.3M0.95%
NETFLIX INCNFLXCommunication Services5,928$7.1M0.92%
VISA INC-CLASS A SHARESVFinancial Services20,535$7.0M0.91%
ALTRIA GROUP INCMOEquity105,869$7.0M0.91%
S&P GLOBAL INCSPGIFinancial Services13,790$6.7M0.87%
THERMO FISHER SCIENTIFIC INCTMOHealthcare13,203$6.4M0.83%
PALO ALTO NETWORKS INCPANWTechnology31,422$6.4M0.83%
AUTOZONE INCAZOConsumer Cyclical1,451$6.2M0.81%
GE VERNOVA INCGEVUtilities10,101$6.2M0.81%
ABBOTT LABORATORIESABTHealthcare46,012$6.2M0.80%
VICI PROPERTIES INCVICIReal Estate187,586$6.1M0.80%
CADENCE DESIGN SYSTEMS INCCDNSTechnology16,631$5.8M0.76%