Filed: 7/31/2025ACC: 0001085146-25-004378
📋 What this filing means
LINDEN THOMAS ADVISORY SERVICES, LLC filed this quarterly 13F‑HR report disclosing 478 equity positions with a total reported market value of $908.15M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
478
Positions
$908.15M
Total AUM (reported)
10.24M
Total Shares
Allocation by class
COM$693.09M76.3%
CL A$81.88M9.0%
COM NEW$33.69M3.7%
COM CL A$22.38M2.5%
COM SHS$18.82M2.1%
SHS$11.47M1.3%
CL A COM$9.96M1.1%
Portfolio Concentration
Top 3$60.80M6.7%
4–10$66.46M7.3%
11–25$94.94M10.5%
Rest$685.95M75.5%
Top 3 weight
6.7%
Top 10 weight
14.0%
Voting Authority Distribution
Total shares with voting rights: 10.24M
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
10.24M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole478
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings478
Rows:
NVIDIA CORPORATION
SOLEShares181.65K
TypeSH
Market value$28.70M
3.16%
Sole
0.00
Shared
0.00
None
181.65K
META PLATFORMS INC
SOLEShares22.24K
TypeSH
Market value$16.42M
1.81%
Sole
0.00
Shared
0.00
None
22.24K
APPLE INC
SOLEShares76.45K
TypeSH
Market value$15.69M
1.73%
Sole
0.00
Shared
0.00
None
76.45K
MICROSOFT CORP
SOLEShares27.90K
TypeSH
Market value$13.88M
1.53%
Sole
0.00
Shared
0.00
None
27.90K
BROADCOM INC
SOLEShares38.20K
TypeSH
Market value$10.53M
1.16%
Sole
0.00
Shared
0.00
None
38.20K
PALANTIR TECHNOLOGIES INC
SOLEShares66.63K
TypeSH
Market value$9.08M
1.00%
Sole
0.00
Shared
0.00
None
66.63K
RESMED INC
SOLEShares32.52K
TypeSH
Market value$8.39M
0.92%
Sole
0.00
Shared
0.00
None
32.52K
HEICO CORP NEW
SOLEShares25.52K
TypeSH
Market value$8.37M
0.92%
Sole
0.00
Shared
0.00
None
25.52K
ARISTA NETWORKS INC
SOLEShares81.32K
TypeSH
Market value$8.32M
0.92%
Sole
0.00
Shared
0.00
None
81.32K
NETFLIX INC
SOLEShares5.89K
TypeSH
Market value$7.89M
0.87%
Sole
0.00
Shared
0.00
None
5.89K
F5 INC
SOLEShares25.67K
TypeSH
Market value$7.56M
0.83%
Sole
0.00
Shared
0.00
None
25.67K
APPLOVIN CORP
SOLEShares21.04K
TypeSH
Market value$7.37M
0.81%
Sole
0.00
Shared
0.00
None
21.04K
S&P GLOBAL INC
SOLEShares13.48K
TypeSH
Market value$7.11M
0.78%
Sole
0.00
Shared
0.00
None
13.48K
VISA INC
SOLEShares19.95K
TypeSH
Market value$7.08M
0.78%
Sole
0.00
Shared
0.00
None
19.95K
MASTERCARD INCORPORATED
SOLEShares12.38K
TypeSH
Market value$6.95M
0.77%
Sole
0.00
Shared
0.00
None
12.38K
PALO ALTO NETWORKS INC
SOLEShares30.25K
TypeSH
Market value$6.19M
0.68%
Sole
0.00
Shared
0.00
None
30.25K
ABBOTT LABS
SOLEShares44.87K
TypeSH
Market value$6.10M
0.67%
Sole
0.00
Shared
0.00
None
44.87K
INTUIT
SOLEShares7.72K
TypeSH
Market value$6.08M
0.67%
Sole
0.00
Shared
0.00
None
7.72K
ALTRIA GROUP INC
SOLEShares103.34K
TypeSH
Market value$6.06M
0.67%
Sole
0.00
Shared
0.00
None
103.34K
VICI PPTYS INC
SOLEShares182.72K
TypeSH
Market value$5.96M
0.66%
Sole
0.00
Shared
0.00
None
182.72K
FORTINET INC
SOLEShares55.38K
TypeSH
Market value$5.85M
0.64%
Sole
0.00
Shared
0.00
None
55.38K
INTUITIVE SURGICAL INC
SOLEShares10.65K
TypeSH
Market value$5.79M
0.64%
Sole
0.00
Shared
0.00
None
10.65K
SALESFORCE INC
SOLEShares21K
TypeSH
Market value$5.73M
0.63%
Sole
0.00
Shared
0.00
None
21K
SERVICENOW INC
SOLEShares5.42K
TypeSH
Market value$5.58M
0.61%
Sole
0.00
Shared
0.00
None
5.42K
ALPHABET INC
SOLEShares31.42K
TypeSH
Market value$5.54M
0.61%
Sole
0.00
Shared
0.00
None
31.42K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 181.65K | SH | $28.70M 3.16% | 0.00 | 0.00 | 181.65K |
META PLATFORMS INCSOLE | CL A | 22.24K | SH | $16.42M 1.81% | 0.00 | 0.00 | 22.24K |
APPLE INCSOLE | COM | 76.45K | SH | $15.69M 1.73% | 0.00 | 0.00 | 76.45K |
MICROSOFT CORPSOLE | COM | 27.90K | SH | $13.88M 1.53% | 0.00 | 0.00 | 27.90K |
BROADCOM INCSOLE | COM | 38.20K | SH | $10.53M 1.16% | 0.00 | 0.00 | 38.20K |
PALANTIR TECHNOLOGIES INCSOLE | CL A | 66.63K | SH | $9.08M 1.00% | 0.00 | 0.00 | 66.63K |
RESMED INCSOLE | COM | 32.52K | SH | $8.39M 0.92% | 0.00 | 0.00 | 32.52K |
HEICO CORP NEWSOLE | COM | 25.52K | SH | $8.37M 0.92% | 0.00 | 0.00 | 25.52K |
ARISTA NETWORKS INCSOLE | COM SHS | 81.32K | SH | $8.32M 0.92% | 0.00 | 0.00 | 81.32K |
NETFLIX INCSOLE | COM | 5.89K | SH | $7.89M 0.87% | 0.00 | 0.00 | 5.89K |
F5 INCSOLE | COM | 25.67K | SH | $7.56M 0.83% | 0.00 | 0.00 | 25.67K |
APPLOVIN CORPSOLE | COM CL A | 21.04K | SH | $7.37M 0.81% | 0.00 | 0.00 | 21.04K |
S&P GLOBAL INCSOLE | COM | 13.48K | SH | $7.11M 0.78% | 0.00 | 0.00 | 13.48K |
VISA INCSOLE | COM CL A | 19.95K | SH | $7.08M 0.78% | 0.00 | 0.00 | 19.95K |
MASTERCARD INCORPORATEDSOLE | CL A | 12.38K | SH | $6.95M 0.77% | 0.00 | 0.00 | 12.38K |
PALO ALTO NETWORKS INCSOLE | COM | 30.25K | SH | $6.19M 0.68% | 0.00 | 0.00 | 30.25K |
ABBOTT LABSSOLE | COM | 44.87K | SH | $6.10M 0.67% | 0.00 | 0.00 | 44.87K |
INTUITSOLE | COM | 7.72K | SH | $6.08M 0.67% | 0.00 | 0.00 | 7.72K |
ALTRIA GROUP INCSOLE | COM | 103.34K | SH | $6.06M 0.67% | 0.00 | 0.00 | 103.34K |
VICI PPTYS INCSOLE | COM | 182.72K | SH | $5.96M 0.66% | 0.00 | 0.00 | 182.72K |
FORTINET INCSOLE | COM | 55.38K | SH | $5.85M 0.64% | 0.00 | 0.00 | 55.38K |
INTUITIVE SURGICAL INCSOLE | COM NEW | 10.65K | SH | $5.79M 0.64% | 0.00 | 0.00 | 10.65K |
SALESFORCE INCSOLE | COM | 21K | SH | $5.73M 0.63% | 0.00 | 0.00 | 21K |
SERVICENOW INCSOLE | COM | 5.42K | SH | $5.58M 0.61% | 0.00 | 0.00 | 5.42K |
ALPHABET INCSOLE | CAP STK CL A | 31.42K | SH | $5.54M 0.61% | 0.00 | 0.00 | 31.42K |
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