Linden Thomas Advisory Services, LLC
CIK 1965702
13F filing for Q2 2026・No. 2,233
- Holdings
- US$1.24B
- Quarter change
- +US$201.65M
- Entries
- 542
- Net bought (estimate)
- +US$33.02M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 22
- Sold out 10
- Cut 196
- Added 322
- Corporate actions 0
- Unchanged 2
Largest holdings
542 stocks worth US$1.24B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| NVDANvidiaCOM | Cut | 175,404 | US$35.1M | 2.83% |
| GOOGLAlphabetCAP STK CL A | Added | 59,728 | US$21.34M | 1.72% |
| AVGOBroadcomCOM | Added | 50,684 | US$19.15M | 1.54% |
| ANETARISTA NETWORKS INCCOM SHS | Added | 108,394 | US$18.41M | 1.49% |
| AAPLAppleCOM | Added | 63,449 | US$18.36M | 1.48% |
| AMDAMDCOM | Added | 26,147 | US$15.19M | 1.23% |
| ALABASTERA LABS INCCOM | Cut | 27,476 | US$13.27M | 1.07% |
| PANWPALO ALTO NETWORKS INCCOM | Added | 38,340 | US$13.07M | 1.05% |
| ICHRICHOR HOLDINGSSHS | Added | 115,336 | US$12.95M | 1.04% |
| GLWCORNING INCCOM | Added | 49,467 | US$12.64M | 1.02% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 16, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.