Name: LINDEN ADVISORS LP 13F Holdings Portfolio
Creator: LINDEN ADVISORS LP

AI Portfolio Summary

In 2025 Q4, LINDEN ADVISORS LP maintained a portfolio of 543 distinct positions. The most significant new addition to the portfolio was CENTRUS ENERGY CORP , which now represents 3.96% of the total fund value. The fund also reduced its exposure to WESTERN DIGITAL CORP by 60.0%.

QUARTER

PCA Score Concentration Risk

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

Sector

Min % Portfolio

Min Market Value ($M)

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Showing 1-50 of 543

Stock	History	Sector / Type	Port %	Prev %	Rank / Prev	Conviction	Change	% Change	Influence	Shares	Mkt Value	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	no change	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	no change	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	no change	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	no change	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	no change	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	no change	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	no change	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	no change	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	no change	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	no change	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	no change	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	no change	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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