Filed: 4/30/2025ACC: 0001085146-25-002486
📋 What this filing means
LINDEN THOMAS ADVISORY SERVICES, LLC filed this quarterly 13F‑HR report disclosing 460 equity positions with a total reported market value of $772.47M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
460
Positions
$772.47M
Total AUM (reported)
9.70M
Total Shares
Allocation by class
COM$601.45M77.9%
CL A$61.16M7.9%
COM NEW$27.31M3.5%
COM CL A$19.16M2.5%
COM SHS$14.75M1.9%
SHS$9.41M1.2%
CL A COM$7.46M1.0%
Portfolio Concentration
Top 3$43.25M5.6%
4–10$49.26M6.4%
11–25$76.11M9.9%
Rest$603.86M78.2%
Top 3 weight
5.6%
Top 10 weight
12.0%
Voting Authority Distribution
Total shares with voting rights: 9.70M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
9.70M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole460
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings460
Rows:
NVIDIA CORPORATION
SOLEShares174.04K
TypeSH
Market value$18.86M
2.44%
Sole
0.00
Shared
0.00
None
174.04K
META PLATFORMS INC
SOLEShares21.43K
TypeSH
Market value$12.35M
1.60%
Sole
0.00
Shared
0.00
None
21.43K
APPLE INC
SOLEShares54.18K
TypeSH
Market value$12.04M
1.56%
Sole
0.00
Shared
0.00
None
54.18K
MICROSOFT CORP
SOLEShares26.52K
TypeSH
Market value$9.96M
1.29%
Sole
0.00
Shared
0.00
None
26.52K
CORCEPT THERAPEUTICS INC
SOLEShares63.69K
TypeSH
Market value$7.27M
0.94%
Sole
0.00
Shared
0.00
None
63.69K
VISA INC
SOLEShares19.30K
TypeSH
Market value$6.76M
0.88%
Sole
0.00
Shared
0.00
None
19.30K
MASTERCARD INCORPORATED
SOLEShares12.02K
TypeSH
Market value$6.59M
0.85%
Sole
0.00
Shared
0.00
None
12.02K
ELI LILLY & CO
SOLEShares7.77K
TypeSH
Market value$6.42M
0.83%
Sole
0.00
Shared
0.00
None
7.77K
BROADCOM INC
SOLEShares37.36K
TypeSH
Market value$6.26M
0.81%
Sole
0.00
Shared
0.00
None
37.36K
NETFLIX INC
SOLEShares6.43K
TypeSH
Market value$6.00M
0.78%
Sole
0.00
Shared
0.00
None
6.43K
SALESFORCE INC
SOLEShares20.86K
TypeSH
Market value$5.60M
0.72%
Sole
0.00
Shared
0.00
None
20.86K
S&P GLOBAL INC
SOLEShares10.85K
TypeSH
Market value$5.51M
0.71%
Sole
0.00
Shared
0.00
None
10.85K
PALANTIR TECHNOLOGIES INC
SOLEShares64.90K
TypeSH
Market value$5.48M
0.71%
Sole
0.00
Shared
0.00
None
64.90K
APPLOVIN CORP
SOLEShares20.49K
TypeSH
Market value$5.43M
0.70%
Sole
0.00
Shared
0.00
None
20.49K
INTUITIVE SURGICAL INC
SOLEShares10.66K
TypeSH
Market value$5.28M
0.68%
Sole
0.00
Shared
0.00
None
10.66K
FORTINET INC
SOLEShares54.62K
TypeSH
Market value$5.26M
0.68%
Sole
0.00
Shared
0.00
None
54.62K
ARISTA NETWORKS INC
SOLEShares67.19K
TypeSH
Market value$5.21M
0.67%
Sole
0.00
Shared
0.00
None
67.19K
GILEAD SCIENCES INC
SOLEShares45.90K
TypeSH
Market value$5.14M
0.67%
Sole
0.00
Shared
0.00
None
45.90K
T-MOBILE US INC
SOLEShares19.02K
TypeSH
Market value$5.07M
0.66%
Sole
0.00
Shared
0.00
None
19.02K
KLA CORP
SOLEShares7.36K
TypeSH
Market value$5.00M
0.65%
Sole
0.00
Shared
0.00
None
7.36K
HOME DEPOT INC
SOLEShares13.07K
TypeSH
Market value$4.79M
0.62%
Sole
0.00
Shared
0.00
None
13.07K
INTUIT
SOLEShares7.64K
TypeSH
Market value$4.69M
0.61%
Sole
0.00
Shared
0.00
None
7.64K
SOLVENTUM CORP
SOLEShares61.41K
TypeSH
Market value$4.67M
0.60%
Sole
0.00
Shared
0.00
None
61.41K
CHEMED CORP NEW
SOLEShares7.50K
TypeSH
Market value$4.62M
0.60%
Sole
0.00
Shared
0.00
None
7.50K
ADOBE INC
SOLEShares11.39K
TypeSH
Market value$4.37M
0.57%
Sole
0.00
Shared
0.00
None
11.39K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 174.04K | SH | $18.86M 2.44% | 0.00 | 0.00 | 174.04K |
META PLATFORMS INCSOLE | CL A | 21.43K | SH | $12.35M 1.60% | 0.00 | 0.00 | 21.43K |
APPLE INCSOLE | COM | 54.18K | SH | $12.04M 1.56% | 0.00 | 0.00 | 54.18K |
MICROSOFT CORPSOLE | COM | 26.52K | SH | $9.96M 1.29% | 0.00 | 0.00 | 26.52K |
CORCEPT THERAPEUTICS INCSOLE | COM | 63.69K | SH | $7.27M 0.94% | 0.00 | 0.00 | 63.69K |
VISA INCSOLE | COM CL A | 19.30K | SH | $6.76M 0.88% | 0.00 | 0.00 | 19.30K |
MASTERCARD INCORPORATEDSOLE | CL A | 12.02K | SH | $6.59M 0.85% | 0.00 | 0.00 | 12.02K |
ELI LILLY & COSOLE | COM | 7.77K | SH | $6.42M 0.83% | 0.00 | 0.00 | 7.77K |
BROADCOM INCSOLE | COM | 37.36K | SH | $6.26M 0.81% | 0.00 | 0.00 | 37.36K |
NETFLIX INCSOLE | COM | 6.43K | SH | $6.00M 0.78% | 0.00 | 0.00 | 6.43K |
SALESFORCE INCSOLE | COM | 20.86K | SH | $5.60M 0.72% | 0.00 | 0.00 | 20.86K |
S&P GLOBAL INCSOLE | COM | 10.85K | SH | $5.51M 0.71% | 0.00 | 0.00 | 10.85K |
PALANTIR TECHNOLOGIES INCSOLE | CL A | 64.90K | SH | $5.48M 0.71% | 0.00 | 0.00 | 64.90K |
APPLOVIN CORPSOLE | COM CL A | 20.49K | SH | $5.43M 0.70% | 0.00 | 0.00 | 20.49K |
INTUITIVE SURGICAL INCSOLE | COM NEW | 10.66K | SH | $5.28M 0.68% | 0.00 | 0.00 | 10.66K |
FORTINET INCSOLE | COM | 54.62K | SH | $5.26M 0.68% | 0.00 | 0.00 | 54.62K |
ARISTA NETWORKS INCSOLE | COM SHS | 67.19K | SH | $5.21M 0.67% | 0.00 | 0.00 | 67.19K |
GILEAD SCIENCES INCSOLE | COM | 45.90K | SH | $5.14M 0.67% | 0.00 | 0.00 | 45.90K |
T-MOBILE US INCSOLE | COM | 19.02K | SH | $5.07M 0.66% | 0.00 | 0.00 | 19.02K |
KLA CORPSOLE | COM NEW | 7.36K | SH | $5.00M 0.65% | 0.00 | 0.00 | 7.36K |
HOME DEPOT INCSOLE | COM | 13.07K | SH | $4.79M 0.62% | 0.00 | 0.00 | 13.07K |
INTUITSOLE | COM | 7.64K | SH | $4.69M 0.61% | 0.00 | 0.00 | 7.64K |
SOLVENTUM CORPSOLE | COM SHS | 61.41K | SH | $4.67M 0.60% | 0.00 | 0.00 | 61.41K |
CHEMED CORP NEWSOLE | COM | 7.50K | SH | $4.62M 0.60% | 0.00 | 0.00 | 7.50K |
ADOBE INCSOLE | COM | 11.39K | SH | $4.37M 0.57% | 0.00 | 0.00 | 11.39K |
Page 1 of 19
…