§ 13F · FUND PROFILE
Linden Advisors LP.
AUM · $19.3B (13F)Positions · 638Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$4.1B deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | VSH 2.25 09/15/30 | VISHAY INTERTECHNOLOGY 2.25 09/15/2030 | 418.05M | $829M | 4.3% | +77% |
| 2 | MKSI 1.25 06/01/30 | MKS INC 1.25 06/01/2030 | 201.34M | $593M | 3.1% | +1% |
| 3 | SITM 0 06/15/31 | SITIME 0 06/15/2031 | 533.75M | $591M | 3.1% | NEW |
| 4 | GH 1.25 02/15/31 | GUARDANT HEALTH INC 1.25 02/15/2031 | 204.33M | $514M | 2.7% | +76% |
| 5 | LEU 2.25 11/01/30 | CENTRUS ENERGY CORP 2.25 11/01/2030 | 224.03M | $445M | 2.3% | −7% |
| 6 | APLD 2.75 06/01/30 | APPLIED DIGITAL CORP 2.75 06/01/2030 | 99.47M | $396M | 2.0% | −24% |
| 7 | SEI 0.25 10/01/31 | SOLARIS ENERGY INFRASTRU 0.25 10/01/2031 | 225.83M | $367M | 1.9% | +17% |
| 8 | SPHR 3.5 12/01/28 | SPHERE ENTERTAINMENT CO 3.5 12/01/2028 | 71.45M | $351M | 1.8% | −14% |
| 9 | VECO 2.875 06/01/29 | VEECO INSTRUMENTS INC 2.875 06/01/2029 | 118.21M | $315M | 1.6% | +36% |
| 10 | SEDG 2.25 07/01/29 | SOLAR EDGE TECHNOLOGIES 2.25 07/01/2029 | 155.45M | $299M | 1.6% | +56% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE LINDEN SIGNAL
AC read
Linden Advisors LP is a Other fund managing $19.3 billion in assets. The fund runs a broad portfolio of 638 positions.
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