Linden Thomas Advisory Services, LLC: 13F holdings
CIK 19657022026Q2
| Positions | 542 |
|---|
| Reported value | $1.2bn |
|---|
| Filed | 2026-07-16 |
|---|
Change since last quarter
| Positions | 542 (+12 vs prior quarter) |
|---|
| Reported value | $1.2bn (+19.4%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| NVDA NVIDIA CORPORATION | 175,404 | $35.1m | 2.8% |
| GOOGL ALPHABET INC | 59,728 | $21.3m | 1.7% |
| AVGO BROADCOM INC | 50,684 | $19.1m | 1.5% |
| ANET ARISTA NETWORKS INC | 108,394 | $18.4m | 1.5% |
| AAPL APPLE INC | 63,449 | $18.4m | 1.5% |
| AMD ADVANCED MICRO DEVICES INC | 26,147 | $15.2m | 1.2% |
| ALAB ASTERA LABS INC | 27,476 | $13.3m | 1.1% |
| PANW PALO ALTO NETWORKS INC | 38,340 | $13.1m | 1.1% |
| ICHOR HOLDINGS | 115,336 | $12.9m | 1.0% |
| GLW CORNING INC | 49,467 | $12.6m | 1.0% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1965702")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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