Filed: 8/14/2026ACC: 0001193125-26-350767
📋 What this filing means
LINDEN ADVISORS LP filed this quarterly 13F‑HR report disclosing 638 equity positions with a total reported market value of $19.30B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
638
Positions
$19.30B
Total AUM (reported)
12.20B
Total Shares
Allocation by class
SDBCV$16.99B88.0%
COM$2.25B11.7%
RT$60.05M0.3%
ADR$2.81M0.0%
Portfolio Concentration
Top 3$2.01B10.4%
4–10$2.69B13.9%
11–25$3.69B19.1%
Rest$10.91B56.5%
Top 3 weight
10.4%
Top 10 weight
24.4%
Voting Authority Distribution
Total shares with voting rights: 12.20B
Sole
Full voting authority
11.73B
shares
% of voting shares96.2%
Shared
Joint voting authority
464.50M
shares
% of voting shares3.8%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole638
Shared0
Other0
Dominant voting typeSole · 96.2% of voting shares
Institutional Holdings638
Rows:
VISHAY INTERTECHNOLOGY 2.25 09/15/2030
SOLEShares418.05M
TypePRN
Market value$829.50M
4.30%
Sole
403.54M
Shared
14.51M
None
0.00
MKS INC 1.25 06/01/2030
SOLEShares201.34M
TypePRN
Market value$593.25M
3.07%
Sole
193.88M
Shared
7.46M
None
0.00
SITIME 0 06/15/2031
SOLEShares533.75M
TypePRN
Market value$590.93M
3.06%
Sole
515.85M
Shared
17.90M
None
0.00
GUARDANT HEALTH INC 1.25 02/15/2031
SOLEShares204.33M
TypePRN
Market value$514.19M
2.66%
Sole
197.37M
Shared
6.96M
None
0.00
CENTRUS ENERGY CORP 2.25 11/01/2030
SOLEShares224.03M
TypePRN
Market value$444.52M
2.30%
Sole
214.18M
Shared
9.85M
None
0.00
APPLIED DIGITAL CORP 2.75 06/01/2030
SOLEShares99.47M
TypePRN
Market value$395.74M
2.05%
Sole
94.69M
Shared
4.78M
None
0.00
SOLARIS ENERGY INFRASTRU 0.25 10/01/2031
SOLEShares225.83M
TypePRN
Market value$367.35M
1.90%
Sole
217.35M
Shared
8.48M
None
0.00
SPHERE ENTERTAINMENT CO 3.5 12/01/2028
SOLEShares71.45M
TypePRN
Market value$350.61M
1.82%
Sole
68.24M
Shared
3.21M
None
0.00
VEECO INSTRUMENTS INC 2.875 06/01/2029
SOLEShares118.21M
TypePRN
Market value$315.30M
1.63%
Sole
112.77M
Shared
5.43M
None
0.00
SOLAR EDGE TECHNOLOGIES 2.25 07/01/2029
SOLEShares155.45M
TypePRN
Market value$299.29M
1.55%
Sole
150.16M
Shared
5.29M
None
0.00
PENGUIN SOLUTIONS INC 2 08/15/2030
SOLEShares97.87M
TypePRN
Market value$277.41M
1.44%
Sole
94.53M
Shared
3.33M
None
0.00
UNITY SOFTWARE INC 0 03/15/2030
SOLEShares241.36M
TypePRN
Market value$273.38M
1.42%
Sole
232.71M
Shared
8.64M
None
0.00
BRIDGEBIO PHARMA INC 2.25 02/01/2029
SOLEShares239.68M
TypePRN
Market value$266.25M
1.38%
Sole
231.13M
Shared
8.55M
None
0.00
RIOT PLATFORMS INC 0.75 01/15/2030 144A
SOLEShares132.10M
TypePRN
Market value$265.97M
1.38%
Sole
126.53M
Shared
5.57M
None
0.00
CLEANSPARK INC 0 06/15/2030 144A
SOLEShares197.81M
TypePRN
Market value$258.23M
1.34%
Sole
190.42M
Shared
7.39M
None
0.00
CELCUITY INC 2.75 08/01/2031
SOLEShares112.90M
TypePRN
Market value$254.46M
1.32%
Sole
108.67M
Shared
4.23M
None
0.00
SUPER MICRO COMPUTER INC 0 06/15/2030
SOLEShares281.83M
TypePRN
Market value$250.95M
1.30%
Sole
271.04M
Shared
10.79M
None
0.00
CIPHER DIGITAL INC NOTE 1.750 5/1
SOLEShares44M
TypePRN
Market value$247.29M
1.28%
Sole
41.70M
Shared
2.30M
None
0.00
AFFIRM HOLDINGS INC 0.75 12/15/2029
SOLEShares210.91M
TypePRN
Market value$246.24M
1.28%
Sole
202.64M
Shared
8.27M
None
0.00
INTEGER HOLDINGS CORP 1.875 03/15/2030 144A
SOLEShares254.16M
TypePRN
Market value$245.81M
1.27%
Sole
245.64M
Shared
8.52M
None
0.00
PELOTON INTERACTIVE INC 5.5 12/01/2029
SOLEShares139.29M
TypePRN
Market value$225.57M
1.17%
Sole
134.48M
Shared
4.81M
None
0.00
RUBRIK INC 0 06/15/2030 144A
SOLEShares217.64M
TypePRN
Market value$222.51M
1.15%
Sole
209.46M
Shared
8.18M
None
0.00
SUNRUN INC 4 03/01/2030 144A
SOLEShares185.93M
TypePRN
Market value$220.82M
1.14%
Sole
179.38M
Shared
6.55M
None
0.00
IREN LTD 3.5 12/15/2029
SOLEShares61.69M
TypePRN
Market value$218.30M
1.13%
Sole
59.44M
Shared
2.25M
None
0.00
SYNAPTICS INC 0.75 12/01/2031
SOLEShares146.24M
TypePRN
Market value$217.31M
1.13%
Sole
140.51M
Shared
5.73M
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VISHAY INTERTECHNOLOGY 2.25 09/15/2030SOLE | SDBCV | 418.05M | PRN | $829.50M 4.30% | 403.54M | 14.51M | 0.00 |
MKS INC 1.25 06/01/2030SOLE | SDBCV | 201.34M | PRN | $593.25M 3.07% | 193.88M | 7.46M | 0.00 |
SITIME 0 06/15/2031SOLE | SDBCV | 533.75M | PRN | $590.93M 3.06% | 515.85M | 17.90M | 0.00 |
GUARDANT HEALTH INC 1.25 02/15/2031SOLE | SDBCV | 204.33M | PRN | $514.19M 2.66% | 197.37M | 6.96M | 0.00 |
CENTRUS ENERGY CORP 2.25 11/01/2030SOLE | SDBCV | 224.03M | PRN | $444.52M 2.30% | 214.18M | 9.85M | 0.00 |
APPLIED DIGITAL CORP 2.75 06/01/2030SOLE | SDBCV | 99.47M | PRN | $395.74M 2.05% | 94.69M | 4.78M | 0.00 |
SOLARIS ENERGY INFRASTRU 0.25 10/01/2031SOLE | SDBCV | 225.83M | PRN | $367.35M 1.90% | 217.35M | 8.48M | 0.00 |
SPHERE ENTERTAINMENT CO 3.5 12/01/2028SOLE | SDBCV | 71.45M | PRN | $350.61M 1.82% | 68.24M | 3.21M | 0.00 |
VEECO INSTRUMENTS INC 2.875 06/01/2029SOLE | SDBCV | 118.21M | PRN | $315.30M 1.63% | 112.77M | 5.43M | 0.00 |
SOLAR EDGE TECHNOLOGIES 2.25 07/01/2029SOLE | SDBCV | 155.45M | PRN | $299.29M 1.55% | 150.16M | 5.29M | 0.00 |
PENGUIN SOLUTIONS INC 2 08/15/2030SOLE | SDBCV | 97.87M | PRN | $277.41M 1.44% | 94.53M | 3.33M | 0.00 |
UNITY SOFTWARE INC 0 03/15/2030SOLE | SDBCV | 241.36M | PRN | $273.38M 1.42% | 232.71M | 8.64M | 0.00 |
BRIDGEBIO PHARMA INC 2.25 02/01/2029SOLE | SDBCV | 239.68M | PRN | $266.25M 1.38% | 231.13M | 8.55M | 0.00 |
RIOT PLATFORMS INC 0.75 01/15/2030 144ASOLE | SDBCV | 132.10M | PRN | $265.97M 1.38% | 126.53M | 5.57M | 0.00 |
CLEANSPARK INC 0 06/15/2030 144ASOLE | SDBCV | 197.81M | PRN | $258.23M 1.34% | 190.42M | 7.39M | 0.00 |
CELCUITY INC 2.75 08/01/2031SOLE | SDBCV | 112.90M | PRN | $254.46M 1.32% | 108.67M | 4.23M | 0.00 |
SUPER MICRO COMPUTER INC 0 06/15/2030SOLE | SDBCV | 281.83M | PRN | $250.95M 1.30% | 271.04M | 10.79M | 0.00 |
CIPHER DIGITAL INC NOTE 1.750 5/1SOLE | SDBCV | 44M | PRN | $247.29M 1.28% | 41.70M | 2.30M | 0.00 |
AFFIRM HOLDINGS INC 0.75 12/15/2029SOLE | SDBCV | 210.91M | PRN | $246.24M 1.28% | 202.64M | 8.27M | 0.00 |
INTEGER HOLDINGS CORP 1.875 03/15/2030 144ASOLE | SDBCV | 254.16M | PRN | $245.81M 1.27% | 245.64M | 8.52M | 0.00 |
PELOTON INTERACTIVE INC 5.5 12/01/2029SOLE | SDBCV | 139.29M | PRN | $225.57M 1.17% | 134.48M | 4.81M | 0.00 |
RUBRIK INC 0 06/15/2030 144ASOLE | SDBCV | 217.64M | PRN | $222.51M 1.15% | 209.46M | 8.18M | 0.00 |
SUNRUN INC 4 03/01/2030 144ASOLE | SDBCV | 185.93M | PRN | $220.82M 1.14% | 179.38M | 6.55M | 0.00 |
IREN LTD 3.5 12/15/2029SOLE | SDBCV | 61.69M | PRN | $218.30M 1.13% | 59.44M | 2.25M | 0.00 |
SYNAPTICS INC 0.75 12/01/2031SOLE | SDBCV | 146.24M | PRN | $217.31M 1.13% | 140.51M | 5.73M | 0.00 |
Page 1 of 26
…