Filed: 11/6/2025ACC: 0001965702-25-000009
📋 What this filing means
LINDEN THOMAS ADVISORY SERVICES, LLC filed this quarterly 13F‑HR report disclosing 483 equity positions with a total reported market value of $988.20M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
483
Positions
$988.20M
Total AUM (reported)
10.37M
Total Shares
Allocation by class
COM$739.68M74.9%
CL A$82.91M8.4%
COM NEW$39.23M4.0%
COM CL A$30.32M3.1%
COM SHS$26.61M2.7%
SHS$13.45M1.4%
CL A COM$10.99M1.1%
Portfolio Concentration
Top 3$71.87M7.3%
4–10$87.31M8.8%
11–25$103.36M10.5%
Rest$725.66M73.4%
Top 3 weight
7.3%
Top 10 weight
16.1%
Voting Authority Distribution
Total shares with voting rights: 10.37M
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
10.37M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole483
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings483
Rows:
NVIDIA CORPORATION
SOLEShares187.27K
TypeSH
Market value$34.94M
3.54%
Sole
0.00
Shared
0.00
None
187.27K
APPLE INC
SOLEShares78.85K
TypeSH
Market value$20.08M
2.03%
Sole
0.00
Shared
0.00
None
78.85K
META PLATFORMS INC
SOLEShares22.95K
TypeSH
Market value$16.86M
1.71%
Sole
0.00
Shared
0.00
None
22.95K
APPLOVIN CORP
SOLEShares21.39K
TypeSH
Market value$15.37M
1.56%
Sole
0.00
Shared
0.00
None
21.39K
MICROSOFT CORP
SOLEShares29.10K
TypeSH
Market value$15.07M
1.53%
Sole
0.00
Shared
0.00
None
29.10K
BROADCOM INC
SOLEShares38.63K
TypeSH
Market value$12.75M
1.29%
Sole
0.00
Shared
0.00
None
38.63K
PALANTIR TECHNOLOGIES INC
SOLEShares68.14K
TypeSH
Market value$12.43M
1.26%
Sole
0.00
Shared
0.00
None
68.14K
ARISTA NETWORKS INC
SOLEShares84.32K
TypeSH
Market value$12.29M
1.24%
Sole
0.00
Shared
0.00
None
84.32K
ASTERA LABS INC
SOLEShares52.80K
TypeSH
Market value$10.34M
1.05%
Sole
0.00
Shared
0.00
None
52.80K
RESMED INC
SOLEShares33.13K
TypeSH
Market value$9.07M
0.92%
Sole
0.00
Shared
0.00
None
33.13K
HEICO CORP NEW
SOLEShares26.28K
TypeSH
Market value$8.48M
0.86%
Sole
0.00
Shared
0.00
None
26.28K
F5 INC
SOLEShares26.19K
TypeSH
Market value$8.46M
0.86%
Sole
0.00
Shared
0.00
None
26.19K
ALPHABET INC
SOLEShares32.69K
TypeSH
Market value$7.95M
0.80%
Sole
0.00
Shared
0.00
None
32.69K
MASTERCARD INCORPORATED
SOLEShares12.80K
TypeSH
Market value$7.28M
0.74%
Sole
0.00
Shared
0.00
None
12.80K
NETFLIX INC
SOLEShares5.93K
TypeSH
Market value$7.11M
0.72%
Sole
0.00
Shared
0.00
None
5.93K
VISA INC
SOLEShares20.54K
TypeSH
Market value$7.01M
0.71%
Sole
0.00
Shared
0.00
None
20.54K
ALTRIA GROUP INC
SOLEShares105.87K
TypeSH
Market value$6.99M
0.71%
Sole
0.00
Shared
0.00
None
105.87K
S&P GLOBAL INC
SOLEShares13.79K
TypeSH
Market value$6.71M
0.68%
Sole
0.00
Shared
0.00
None
13.79K
THERMO FISHER SCIENTIFIC INC
SOLEShares13.20K
TypeSH
Market value$6.40M
0.65%
Sole
0.00
Shared
0.00
None
13.20K
PALO ALTO NETWORKS INC
SOLEShares31.42K
TypeSH
Market value$6.40M
0.65%
Sole
0.00
Shared
0.00
None
31.42K
AUTOZONE INC
SOLEShares1.45K
TypeSH
Market value$6.23M
0.63%
Sole
0.00
Shared
0.00
None
1.45K
GE VERNOVA INC
SOLEShares10.10K
TypeSH
Market value$6.21M
0.63%
Sole
0.00
Shared
0.00
None
10.10K
ABBOTT LABS
SOLEShares46.01K
TypeSH
Market value$6.16M
0.62%
Sole
0.00
Shared
0.00
None
46.01K
VICI PPTYS INC
SOLEShares187.59K
TypeSH
Market value$6.12M
0.62%
Sole
0.00
Shared
0.00
None
187.59K
CADENCE DESIGN SYSTEM INC
SOLEShares16.63K
TypeSH
Market value$5.84M
0.59%
Sole
0.00
Shared
0.00
None
16.63K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 187.27K | SH | $34.94M 3.54% | 0.00 | 0.00 | 187.27K |
APPLE INCSOLE | COM | 78.85K | SH | $20.08M 2.03% | 0.00 | 0.00 | 78.85K |
META PLATFORMS INCSOLE | CL A | 22.95K | SH | $16.86M 1.71% | 0.00 | 0.00 | 22.95K |
APPLOVIN CORPSOLE | COM CL A | 21.39K | SH | $15.37M 1.56% | 0.00 | 0.00 | 21.39K |
MICROSOFT CORPSOLE | COM | 29.10K | SH | $15.07M 1.53% | 0.00 | 0.00 | 29.10K |
BROADCOM INCSOLE | COM | 38.63K | SH | $12.75M 1.29% | 0.00 | 0.00 | 38.63K |
PALANTIR TECHNOLOGIES INCSOLE | CL A | 68.14K | SH | $12.43M 1.26% | 0.00 | 0.00 | 68.14K |
ARISTA NETWORKS INCSOLE | COM SHS | 84.32K | SH | $12.29M 1.24% | 0.00 | 0.00 | 84.32K |
ASTERA LABS INCSOLE | COM | 52.80K | SH | $10.34M 1.05% | 0.00 | 0.00 | 52.80K |
RESMED INCSOLE | COM | 33.13K | SH | $9.07M 0.92% | 0.00 | 0.00 | 33.13K |
HEICO CORP NEWSOLE | COM | 26.28K | SH | $8.48M 0.86% | 0.00 | 0.00 | 26.28K |
F5 INCSOLE | COM | 26.19K | SH | $8.46M 0.86% | 0.00 | 0.00 | 26.19K |
ALPHABET INCSOLE | CAP STK CL A | 32.69K | SH | $7.95M 0.80% | 0.00 | 0.00 | 32.69K |
MASTERCARD INCORPORATEDSOLE | CL A | 12.80K | SH | $7.28M 0.74% | 0.00 | 0.00 | 12.80K |
NETFLIX INCSOLE | COM | 5.93K | SH | $7.11M 0.72% | 0.00 | 0.00 | 5.93K |
VISA INCSOLE | COM CL A | 20.54K | SH | $7.01M 0.71% | 0.00 | 0.00 | 20.54K |
ALTRIA GROUP INCSOLE | COM | 105.87K | SH | $6.99M 0.71% | 0.00 | 0.00 | 105.87K |
S&P GLOBAL INCSOLE | COM | 13.79K | SH | $6.71M 0.68% | 0.00 | 0.00 | 13.79K |
THERMO FISHER SCIENTIFIC INCSOLE | COM | 13.20K | SH | $6.40M 0.65% | 0.00 | 0.00 | 13.20K |
PALO ALTO NETWORKS INCSOLE | COM | 31.42K | SH | $6.40M 0.65% | 0.00 | 0.00 | 31.42K |
AUTOZONE INCSOLE | COM | 1.45K | SH | $6.23M 0.63% | 0.00 | 0.00 | 1.45K |
GE VERNOVA INCSOLE | COM | 10.10K | SH | $6.21M 0.63% | 0.00 | 0.00 | 10.10K |
ABBOTT LABSSOLE | COM | 46.01K | SH | $6.16M 0.62% | 0.00 | 0.00 | 46.01K |
VICI PPTYS INCSOLE | COM | 187.59K | SH | $6.12M 0.62% | 0.00 | 0.00 | 187.59K |
CADENCE DESIGN SYSTEM INCSOLE | COM | 16.63K | SH | $5.84M 0.59% | 0.00 | 0.00 | 16.63K |
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