Institutions / Linden Thomas Advisory Services, LLC

Linden Thomas Advisory Services, LLC

CIK 1965702 · Institution · as of Dec 31, 2025
Portfolio value
$986.64M
Positions
485
As of
Dec 31, 2025

Top holdings

Dec 31, 2025View all 485 →
CompanyClassValueShares% of portfolio
NVIDIA Corp$35.13M188,3483.6%
Apple Inc.$21.53M79,1972.2%
Meta Platforms Inc$15.20M23,0241.5%
AppLovin Corp$14.59M21,6601.5%
Microsoft Corp$14.23M29,4241.4%
Broadcom Inc.$13.56M39,1761.4%
Palantir Technologies Inc$12.35M69,4811.3%
Arista Networks, Inc.ANETCommon Stock$11.30M86,2191.1%
Alphabet Inc.$10.30M32,9171.0%
Astera Labs, Inc.$8.74M52,5120.9%
Heico Corp$8.56M26,4680.9%
Resmed Inc$7.99M33,1600.8%
Thermo Fisher Scientific Inc.$7.74M13,3640.8%
Mastercard Inc$7.40M12,9680.8%
Lam Research Corp$7.26M42,4250.7%
Visa Inc$7.24M20,6440.7%
S&P Global Inc.$7.16M13,6960.7%
GE Vernova Inc.$6.51M9,9550.7%
F5 Inc$6.46M25,2950.7%
Intuitive Surgical Inc$6.27M11,0620.6%
Altria Group, Inc.$6.15M106,6500.6%
Gilead Sciences, Inc.$6.08M49,5530.6%
Palo Alto Networks Inc$5.89M31,9760.6%
Abbott Laboratories$5.81M46,4090.6%
Kla Corp$5.77M4,7460.6%

Activity

Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.
No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.