LINDEN ADVISORS LP — 13F Holdings

2025 Q4  ·  543 Positions

2025 Q4 Portfolio Activity

In 2025 Q4, LINDEN ADVISORS LP maintained a portfolio of 543 distinct positions. The most significant new addition was ZOETIS INC, now representing 0.20% of the total fund value. They heavily accumulated shares in LUMENTUM HOLDINGS INC 0.5 06/1, increasing the position by 89067.7%. Conversely, LINDEN ADVISORS LP completely exited their position in BLOOM ENERGY CORP 3 06/01/2028.
Position History hover any row below to update
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LINDEN ADVISORS LP New York, NY Hedge Fund AUM $16,244M
Fund Overview SEC EDGAR
PCA Score Concentration Risk
Risk ENB
To Excel To CSV
Total Positions
543
Quarter
2025 Q4
Top Holding
N/A (5.0%)
Top 10 Concentration
24.8%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 543
Stock History Sector / Type Port % Prev % Rank / Prev Conviction
Freshness
Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
N/A
LUMENTUM HOLDIN...
Unknown 4.97% 2.47% #1 2
Prev: #3
6.0
—
18,895,000 7.1%
P
S
284,221,000 $807,131,705 — 13F Filing 2025-12-31 2026-02-17
N/A
CENTRUS ENERGY ...
Unknown 3.96% — #2
Prev: #—
6.6
—
239,902,000 —
NEW
 239,902,000 $644,023,916 — 13F Filing 2025-12-31 2026-02-17
N/A
LUMENTUM HOLDIN...
Unknown 3.05% 1.44% #3 13
Prev: #16
2.7
—
4,000,000 4.5%
P
S
93,336,000 $495,984,975 — 13F Filing 2025-12-31 2026-02-17
N/A
APPLIED DIGITAL...
Unknown 2.16% — #4
Prev: #—
4.9
—
130,435,000 —
NEW
 130,435,000 $350,858,411 — 13F Filing 2025-12-31 2026-02-17
N/A
LUMENTUM HOLDIN...
Unknown 2.05% 0.96% #5 30
Prev: #35
3.3
—
4,306,000 5.0%
P
S
89,731,000 $333,012,041 — 13F Filing 2025-12-31 2026-02-17
N/A
BILL HOLDINGS I...
Unknown 1.78% — #6
Prev: #—
4.2
—
314,207,000 —
NEW
 314,207,000 $289,473,917 — 13F Filing 2025-12-31 2026-02-17
N/A
AFFIRM HOLDINGS...
Unknown 1.74% — #7
Prev: #—
4.2
—
255,708,000 —
NEW
 255,708,000 $283,422,234 — 13F Filing 2025-12-31 2026-02-17
N/A
STRATEGY INC NO...
Unknown 1.73% 2.37% #8 4
Prev: #4
3.2
—
63,500,000 40.0%
P
S
222,440,000 $281,170,655 — 13F Filing 2025-12-31 2026-02-17
N/A
MKS INC 1.25 06...
Unknown 1.68% 1.53% #9 6
Prev: #15
1.2
—
4,849,000 2.3%
P
S
213,119,000 $272,518,824 — 13F Filing 2025-12-31 2026-02-17
N/A
LI AUTO INC 0.2...
Unknown 1.62% 2.06% #10 4
Prev: #6
1.1
—
-8,500,000 -3.1%
P
S
261,707,000 $263,567,894 — 13F Filing 2025-12-31 2026-02-17
N/A
LIBERTY MEDIA C...
Unknown 1.55% 1.95% #11 2
Prev: #9
1.1
—
-29,891,000 -10.7%
P
S
249,419,000 $251,070,353 — 13F Filing 2025-12-31 2026-02-17
N/A
EXACT SCIENCES ...
Unknown 1.51% 1.53% #12 2
Prev: #14
1.1
—
-10,000,000 -4.0%
P
S
238,106,000 $244,860,090 — 13F Filing 2025-12-31 2026-02-17
N/A
BRIDGEBIO PHARM...
Unknown 1.48% 1.15% #13 8
Prev: #21
3.1
—
39,000,000 22.3%
P
S
214,048,000 $241,048,573 — 13F Filing 2025-12-31 2026-02-17
N/A
UPSTART HOLDING...
Unknown 1.46% — #14
Prev: #—
4.1
—
187,145,000 —
NEW
 187,145,000 $236,795,254 — 13F Filing 2025-12-31 2026-02-17
N/A
JAZZ INVESTMENT...
Unknown 1.44% 2.29% #15 10
Prev: #5
0.6
—
-113,000,000 -39.2%
P
S
175,450,000 $233,995,402 — 13F Filing 2025-12-31 2026-02-17
N/A
PELOTON INTERAC...
Unknown 1.41% 2.03% #16 8
Prev: #8
1.1
—
750,000 0.5%
P
S
137,643,000 $229,099,461 — 13F Filing 2025-12-31 2026-02-17
N/A
SPHERE ENTERTAI...
Unknown 1.39% 1.03% #17 12
Prev: #29
1.1
—
1,070,000 1.3%
P
S
82,290,000 $226,542,099 — 13F Filing 2025-12-31 2026-02-17
N/A
SUNRUN INC 4 03...
Unknown 1.35% 1.06% #18 10
Prev: #28
3.0
—
36,215,000 30.7%
P
S
154,261,000 $218,620,864 — 13F Filing 2025-12-31 2026-02-17
N/A
CLEANSPARK INC ...
Unknown 1.34% — #19
Prev: #—
4.0
—
209,496,000 —
NEW
 209,496,000 $217,217,474 — 13F Filing 2025-12-31 2026-02-17
N/A
ALIBABA GROUP H...
Unknown 1.34% 2.04% #20 13
Prev: #7
1.0
—
-27,000,000 -16.2%
P
S
139,376,000 $216,887,635 — 13F Filing 2025-12-31 2026-02-17
N/A
SOLARIS ENERGY ...
Unknown 1.26% — #21
Prev: #—
4.0
—
188,600,000 —
NEW
 188,600,000 $204,332,812 — 13F Filing 2025-12-31 2026-02-17
N/A
HAEMONETICS COR...
Unknown 1.25% 1.00% #22 11
Prev: #33
3.0
—
32,947,000 20.2%
P
S
195,904,000 $203,587,137 — 13F Filing 2025-12-31 2026-02-17
N/A
CELCUITY INC 2....
Unknown 1.25% 0.38% #23 61
Prev: #84
3.5
—
50,622,000 118.4%
P
S
93,372,000 $202,498,469 — 13F Filing 2025-12-31 2026-02-17
N/A
ASCENDIS PHARMA...
Unknown 1.20% 1.32% #24 6
Prev: #18
1.0
—
-7,500,000 -5.2%
P
S
137,397,000 $195,071,417 — 13F Filing 2025-12-31 2026-02-17
N/A
COLLEGIUM PHARM...
Unknown 1.17% 0.89% #25 12
Prev: #37
2.5
—
22,000,000 19.5%
P
S
134,690,000 $190,449,215 — 13F Filing 2025-12-31 2026-02-17
N/A
VISHAY INTERTEC...
Unknown 1.15% 1.26% #26 7
Prev: #19
1.0
—
2,000 0.0%
P
S
208,038,000 $187,507,090 — 13F Filing 2025-12-31 2026-02-17
N/A
OSI SYSTEMS INC...
Unknown 1.04% 1.07% #27 3
Prev: #24
0.9
—
3,000,000 2.7%
P
S
114,046,000 $169,401,828 — 13F Filing 2025-12-31 2026-02-17
N/A
MAKEMYTRIP LIMI...
Unknown 1.04% 1.60% #28 16
Prev: #12
0.4
—
-19,771,000 -20.1%
P
S
78,484,000 $168,916,027 — 13F Filing 2025-12-31 2026-02-17
N/A
STRATEGY INC NO...
Unknown 1.02% — #29
Prev: #—
3.9
—
202,633,000 —
NEW
 202,633,000 $166,470,159 — 13F Filing 2025-12-31 2026-02-17
N/A
AEROVIRONMENT I...
Unknown 1.02% 0.89% #30 6
Prev: #36
2.9
—
44,906,000 41.6%
P
S
152,964,000 $166,248,067 — 13F Filing 2025-12-31 2026-02-17
N/A
CIPHER MINING 1...
Unknown 0.94% 1.06% #31 5
Prev: #26
0.9
—
-10,000,000 -18.5%
P
S
44,000,000 $153,449,529 — 13F Filing 2025-12-31 2026-02-17
N/A
PROGRESS SOFTWA...
Unknown 0.94% 1.01% #32 2
Prev: #30
1.4
—
no change no change
P
S
151,347,000 $153,382,398 — 13F Filing 2025-12-31 2026-02-17
N/A
MARRIOTT VACATI...
Unknown 0.93% 1.01% #33 2
Prev: #31
0.9
—
20,000 0.0%
P
S
158,451,000 $150,958,645 — 13F Filing 2025-12-31 2026-02-17
N/A
GUARDANT HEALTH...
Unknown 0.92% 0.51% #34 37
Prev: #71
2.9
—
23,353,000 39.9%
P
S
81,820,000 $149,703,098 — 13F Filing 2025-12-31 2026-02-17
N/A
BRIDGEBIO PHARM...
Unknown 0.91% 0.73% #35 10
Prev: #45
1.4
—
no change no change
P
S
78,430,000 $148,025,434 — 13F Filing 2025-12-31 2026-02-17
N/A
UPSTART HOLDING...
Unknown 0.88% — #36
Prev: #—
3.9
—
163,302,000 —
NEW
 163,302,000 $142,654,913 — 13F Filing 2025-12-31 2026-02-17
N/A
RIOT PLATFORMS ...
Unknown 0.88% — #37
Prev: #—
3.9
—
125,924,000 —
NEW
 125,924,000 $142,355,296 — 13F Filing 2025-12-31 2026-02-17
N/A
STRIDE INC 1.12...
Unknown 0.87% 0.68% #38 16
Prev: #54
3.3
—
68,160,000 190.4%
P
S
103,952,000 $141,895,832 — 13F Filing 2025-12-31 2026-02-17
N/A
CONMED CORP 2.2...
Unknown 0.82% 0.88% #39 1
Prev: #40
1.3
—
no change no change
P
S
139,175,000 $133,442,937 — 13F Filing 2025-12-31 2026-02-17
N/A
SILVERCORP META...
Unknown 0.82% — #40
Prev: #—
3.8
—
65,268,000 —
NEW
 65,268,000 $133,275,902 — 13F Filing 2025-12-31 2026-02-17
N/A
IREN LTD 3.25 0...
Unknown 0.78% — #41
Prev: #—
3.8
—
51,777,000 —
NEW
 51,777,000 $126,964,323 — 13F Filing 2025-12-31 2026-02-17
N/A
WAYFAIR INC 3.5...
Unknown 0.78% 0.72% #42 5
Prev: #47
2.3
—
3,000,000 5.8%
P
S
55,084,000 $126,275,793 — 13F Filing 2025-12-31 2026-02-17
N/A
FORTUNA MINING ...
Unknown 0.76% 0.70% #43 9
Prev: #52
2.3
—
6,133,000 9.2%
P
S
72,876,000 $123,638,805 — 13F Filing 2025-12-31 2026-02-17
N/A
TRAVERE THERAPE...
Unknown 0.75% 0.68% #44 9
Prev: #53
0.8
—
-4,944,000 -5.5%
P
S
85,562,000 $122,037,403 — 13F Filing 2025-12-31 2026-02-17
N/A
LIVANOVA PLC 2....
Unknown 0.73% 0.74% #45 1
Prev: #44
1.3
—
no change no change
P
S
102,415,000 $118,736,113 — 13F Filing 2025-12-31 2026-02-17
N/A
WESTERN DIGITAL...
Unknown 0.73% 1.38% #46 29
Prev: #17
0.3
—
-38,835,000 -60.0%
P
S
25,867,000 $118,660,424 — 13F Filing 2025-12-31 2026-02-17
N/A
COINBASE GLOBAL...
Unknown 0.69% 0.71% #47 3
Prev: #50
2.8
—
24,500,000 29.1%
P
S
108,676,000 $111,404,714 — 13F Filing 2025-12-31 2026-02-17
N/A
PACIRA BIOSCIEN...
Unknown 0.67% 0.72% #48
Prev: #48
0.8
—
2,500,000 2.4%
P
S
108,720,000 $109,631,125 — 13F Filing 2025-12-31 2026-02-17
N/A
STRATEGY INC 0....
Unknown 0.67% 1.07% #49 24
Prev: #25
0.8
—
4,000,000 3.9%
P
S
105,639,000 $108,375,657 — 13F Filing 2025-12-31 2026-02-17
N/A
STRATEGY INC NO...
Unknown 0.66% 1.15% #50 28
Prev: #22
1.3
—
no change no change
P
S
96,649,000 $107,324,675 — 13F Filing 2025-12-31 2026-02-17
Showing 1-50 of 543 holdings

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