EdgeMarket › What Linden Thomas Advisory Services, Llc reported owning
What Linden Thomas Advisory Services, Llc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
1.0BPositions
530Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| NVDA NVIDIA CORP | 30.6M | 2.9% | 175.4K | 214.72 | +22.4% |
| GOOGL Alphabet Inc. | 17.1M | 1.6% | 59.4K | 344.82 | +73.0% |
| AAPL Apple Inc. | 16.0M | 1.5% | 63.2K | 309.35 | +36.9% |
| AVGO Broadcom Inc. | 15.4M | 1.5% | 49.8K | 368.45 | +26.5% |
| ANET Arista Networks, Inc. | 13.0M | 1.3% | 105.8K | 188.65 | +43.5% |
| MSFT MICROSOFT CORP | 10.3M | 1.0% | 27.7K | 483.24 | -4.4% |
| META Meta Platforms, Inc. | 8.0M | 0.8% | 13.9K | 549.90 | -26.5% |
| RMD RESMED INC | 7.7M | 0.7% | 34.3K | 231.52 | -19.9% |
| HEI HEICO CORP | 7.4M | 0.7% | 26.8K | 355.04 | +15.6% |
| MO ALTRIA GROUP, INC. | 7.3M | 0.7% | 110.4K | 66.09 | -2.2% |
| XOM ExxonMobil Holdings Corp | 7.2M | 0.7% | 42.2K | 165.11 | +52.1% |
| NFLX NETFLIX INC | 6.9M | 0.7% | 72.1K | 79.59 | -34.4% |
| TMO THERMO FISHER SCIENTIFIC INC. | 6.7M | 0.6% | 13.7K | 629.27 | +27.2% |
| VZ VERIZON COMMUNICATIONS INC | 6.7M | 0.6% | 133.6K | 49.45 | +9.7% |
| FFIV F5, INC. | 6.7M | 0.6% | 23.1K | 384.63 | +21.8% |
| GLW CORNING INC /NY | 6.5M | 0.6% | 47.8K | 149.84 | +132.0% |
| MATX Matson, Inc. | 6.3M | 0.6% | 38.5K | 222.80 | +119.1% |
| WMT Walmart Inc. | 6.1M | 0.6% | 49.0K | 103.70 | +1.1% |
| PANW Palo Alto Networks Inc | 6.0M | 0.6% | 37.6K | 357.87 | +94.0% |
| SPGI S&P Global Inc. | 6.0M | 0.6% | 14.2K | 431.29 | -22.6% |
| KLAC KLA CORP | 6.0M | 0.6% | 4.0K | 183.99 | +109.5% |
| KNSA Kiniksa Pharmaceuticals International, plc | 5.9M | 0.6% | 121.8K | 79.03 | +138.0% |
| CSCO CISCO SYSTEMS, INC. | 5.7M | 0.6% | 73.9K | 111.04 | +65.5% |
| LLY ELI LILLY & Co | 5.6M | 0.5% | 6.1K | 1,255.40 | +78.0% |
| AGX ARGAN INC | 5.6M | 0.5% | 10.2K | 501.63 | +132.4% |
| FIX COMFORT SYSTEMS USA INC | 5.5M | 0.5% | 4.0K | 1,655.61 | +143.1% |
| CDNS CADENCE DESIGN SYSTEMS INC | 5.5M | 0.5% | 19.7K | 319.02 | -7.7% |
| V VISA INC. | 5.5M | 0.5% | 18.1K | 371.04 | +7.9% |
| WMB WILLIAMS COMPANIES, INC. | 5.5M | 0.5% | 75.3K | 70.49 | +23.2% |
| TSLA Tesla, Inc. | 5.4M | 0.5% | 14.7K | 362.86 | +12.0% |
| VICI VICI PROPERTIES INC. | 5.3M | 0.5% | 194.6K | 26.51 | -19.6% |
| COST COSTCO WHOLESALE CORP /NEW | 5.3M | 0.5% | 5.3K | 947.74 | -4.7% |
| USLM UNITED STATES LIME & MINERALS INC | 5.3M | 0.5% | 40.3K | 118.89 | +5.7% |
| NOW ServiceNow, Inc. | 5.3M | 0.5% | 50.3K | 128.48 | -27.8% |
| AMD ADVANCED MICRO DEVICES INC | 5.3M | 0.5% | 25.8K | 473.25 | +186.5% |
| NRG NRG ENERGY, INC. | 5.3M | 0.5% | 35.9K | 113.11 | -23.7% |
| APH AMPHENOL CORP /DE/ | 5.2M | 0.5% | 41.4K | 157.01 | +44.5% |
| ISRG INTUITIVE SURGICAL INC | 5.2M | 0.5% | 11.2K | 378.81 | -21.2% |
| INTU INTUIT INC. | 5.1M | 0.5% | 11.9K | 367.00 | -47.5% |
| LMT LOCKHEED MARTIN CORP | 5.1M | 0.5% | 8.4K | 563.57 | +26.4% |
| MTSI MACOM Technology Solutions Holdings, Inc. | 5.0M | 0.5% | 22.7K | 266.61 | +120.1% |
| GEV GE Vernova Inc. | 5.0M | 0.5% | 5.8K | 956.85 | +58.3% |
| LMAT LEMAITRE VASCULAR INC | 5.0M | 0.5% | 45.9K | 81.86 | -15.4% |
| GSAT Globalstar, Inc. | 5.0M | 0.5% | 75.5K | 82.36 | +230.5% |
| AZO AUTOZONE INC | 5.0M | 0.5% | 1.5K | 2,957.95 | -28.9% |
| COR Cencora, Inc. | 4.9M | 0.5% | 15.6K | 318.04 | +4.7% |
| TMUS T-Mobile US, Inc. | 4.9M | 0.5% | 23.3K | 183.04 | -29.3% |
| ABT ABBOTT LABORATORIES | 4.9M | 0.5% | 47.6K | 116.64 | -11.9% |
| MA Mastercard Inc | 4.8M | 0.5% | 9.6K | 580.63 | -2.0% |
| ICHR ICHOR HOLDINGS, LTD. | 4.8M | 0.5% | 102.7K | 60.20 | +255.6% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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