§ 13F · FUND PROFILE
Linden Thomas Advisory Services, LLC.
AUM · $1.2B (13F)Positions · 542Turnover · n/a · Q2Filed · Jul 16, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$24M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 16, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | 175K | $35M | 2.8% | ±0% |
| 2 | GOOGL | ALPHABET INC | 60K | $21M | 1.7% | +1% |
| 3 | AVGO | BROADCOM INC | 51K | $19M | 1.5% | +2% |
| 4 | ANET | ARISTA NETWORKS INC | 108K | $18M | 1.5% | +2% |
| 5 | AAPL | APPLE INC | 63K | $18M | 1.5% | ±0% |
| 6 | AMD | ADVANCED MICRO DEVICES INC | 26K | $15M | 1.2% | +1% |
| 7 | ALAB | ASTERA LABS INC | 27K | $13M | 1.1% | −28% |
| 8 | PANW | PALO ALTO NETWORKS INC | 38K | $13M | 1.1% | +2% |
| 9 | ICHR | ICHOR HOLDINGS | 115K | $13M | 1.0% | +12% |
| 10 | GLW | CORNING INC | 49K | $13M | 1.0% | +4% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE LINDEN SIGNAL
AC read
Linden Thomas Advisory Services, LLC is a Other fund managing $1.2 billion in assets. The fund runs a broad portfolio of 542 positions.
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