Filed: 1/16/2026ACC: 0001965702-26-000002
📋 What this filing means
LINDEN THOMAS ADVISORY SERVICES, LLC filed this quarterly 13F‑HR report disclosing 485 equity positions with a total reported market value of $986.64M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
485
Positions
$986.64M
Total AUM (reported)
10.35M
Total Shares
Allocation by class
COM$725.66M73.5%
CL A$80.96M8.2%
COM NEW$44.49M4.5%
COM CL A$28.24M2.9%
COM SHS$25.71M2.6%
SHS$12.89M1.3%
CL A COM$10.87M1.1%
Portfolio Concentration
Top 3$71.86M7.3%
4–10$85.07M8.6%
11–25$102.29M10.4%
Rest$727.42M73.7%
Top 3 weight
7.3%
Top 10 weight
15.9%
Voting Authority Distribution
Total shares with voting rights: 10.35M
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
10.35M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole485
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings485
Rows:
NVIDIA CORPORATION
SOLEShares188.35K
TypeSH
Market value$35.13M
3.56%
Sole
0.00
Shared
0.00
None
188.35K
APPLE INC
SOLEShares79.20K
TypeSH
Market value$21.53M
2.18%
Sole
0.00
Shared
0.00
None
79.20K
META PLATFORMS INC
SOLEShares23.02K
TypeSH
Market value$15.20M
1.54%
Sole
0.00
Shared
0.00
None
23.02K
APPLOVIN CORP
SOLEShares21.66K
TypeSH
Market value$14.59M
1.48%
Sole
0.00
Shared
0.00
None
21.66K
MICROSOFT CORP
SOLEShares29.42K
TypeSH
Market value$14.23M
1.44%
Sole
0.00
Shared
0.00
None
29.42K
BROADCOM INC
SOLEShares39.18K
TypeSH
Market value$13.56M
1.37%
Sole
0.00
Shared
0.00
None
39.18K
PALANTIR TECHNOLOGIES INC
SOLEShares69.48K
TypeSH
Market value$12.35M
1.25%
Sole
0.00
Shared
0.00
None
69.48K
ARISTA NETWORKS INC
SOLEShares86.22K
TypeSH
Market value$11.30M
1.15%
Sole
0.00
Shared
0.00
None
86.22K
ALPHABET INC
SOLEShares32.92K
TypeSH
Market value$10.30M
1.04%
Sole
0.00
Shared
0.00
None
32.92K
ASTERA LABS INC
SOLEShares52.51K
TypeSH
Market value$8.74M
0.89%
Sole
0.00
Shared
0.00
None
52.51K
HEICO CORP NEW
SOLEShares26.47K
TypeSH
Market value$8.56M
0.87%
Sole
0.00
Shared
0.00
None
26.47K
RESMED INC
SOLEShares33.16K
TypeSH
Market value$7.99M
0.81%
Sole
0.00
Shared
0.00
None
33.16K
THERMO FISHER SCIENTIFIC INC
SOLEShares13.36K
TypeSH
Market value$7.74M
0.78%
Sole
0.00
Shared
0.00
None
13.36K
MASTERCARD INCORPORATED
SOLEShares12.97K
TypeSH
Market value$7.40M
0.75%
Sole
0.00
Shared
0.00
None
12.97K
LAM RESEARCH CORP
SOLEShares42.42K
TypeSH
Market value$7.26M
0.74%
Sole
0.00
Shared
0.00
None
42.42K
VISA INC
SOLEShares20.64K
TypeSH
Market value$7.24M
0.73%
Sole
0.00
Shared
0.00
None
20.64K
S&P GLOBAL INC
SOLEShares13.70K
TypeSH
Market value$7.16M
0.73%
Sole
0.00
Shared
0.00
None
13.70K
GE VERNOVA INC
SOLEShares9.96K
TypeSH
Market value$6.51M
0.66%
Sole
0.00
Shared
0.00
None
9.96K
F5 INC
SOLEShares25.30K
TypeSH
Market value$6.46M
0.65%
Sole
0.00
Shared
0.00
None
25.30K
INTUITIVE SURGICAL INC
SOLEShares11.06K
TypeSH
Market value$6.27M
0.63%
Sole
0.00
Shared
0.00
None
11.06K
ALTRIA GROUP INC
SOLEShares106.65K
TypeSH
Market value$6.15M
0.62%
Sole
0.00
Shared
0.00
None
106.65K
GILEAD SCIENCES INC
SOLEShares49.55K
TypeSH
Market value$6.08M
0.62%
Sole
0.00
Shared
0.00
None
49.55K
PALO ALTO NETWORKS INC
SOLEShares31.98K
TypeSH
Market value$5.89M
0.60%
Sole
0.00
Shared
0.00
None
31.98K
ABBOTT LABS
SOLEShares46.41K
TypeSH
Market value$5.81M
0.59%
Sole
0.00
Shared
0.00
None
46.41K
KLA CORP
SOLEShares4.75K
TypeSH
Market value$5.77M
0.58%
Sole
0.00
Shared
0.00
None
4.75K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 188.35K | SH | $35.13M 3.56% | 0.00 | 0.00 | 188.35K |
APPLE INCSOLE | COM | 79.20K | SH | $21.53M 2.18% | 0.00 | 0.00 | 79.20K |
META PLATFORMS INCSOLE | CL A | 23.02K | SH | $15.20M 1.54% | 0.00 | 0.00 | 23.02K |
APPLOVIN CORPSOLE | COM CL A | 21.66K | SH | $14.59M 1.48% | 0.00 | 0.00 | 21.66K |
MICROSOFT CORPSOLE | COM | 29.42K | SH | $14.23M 1.44% | 0.00 | 0.00 | 29.42K |
BROADCOM INCSOLE | COM | 39.18K | SH | $13.56M 1.37% | 0.00 | 0.00 | 39.18K |
PALANTIR TECHNOLOGIES INCSOLE | CL A | 69.48K | SH | $12.35M 1.25% | 0.00 | 0.00 | 69.48K |
ARISTA NETWORKS INCSOLE | COM SHS | 86.22K | SH | $11.30M 1.15% | 0.00 | 0.00 | 86.22K |
ALPHABET INCSOLE | CAP STK CL A | 32.92K | SH | $10.30M 1.04% | 0.00 | 0.00 | 32.92K |
ASTERA LABS INCSOLE | COM | 52.51K | SH | $8.74M 0.89% | 0.00 | 0.00 | 52.51K |
HEICO CORP NEWSOLE | COM | 26.47K | SH | $8.56M 0.87% | 0.00 | 0.00 | 26.47K |
RESMED INCSOLE | COM | 33.16K | SH | $7.99M 0.81% | 0.00 | 0.00 | 33.16K |
THERMO FISHER SCIENTIFIC INCSOLE | COM | 13.36K | SH | $7.74M 0.78% | 0.00 | 0.00 | 13.36K |
MASTERCARD INCORPORATEDSOLE | CL A | 12.97K | SH | $7.40M 0.75% | 0.00 | 0.00 | 12.97K |
LAM RESEARCH CORPSOLE | COM NEW | 42.42K | SH | $7.26M 0.74% | 0.00 | 0.00 | 42.42K |
VISA INCSOLE | COM CL A | 20.64K | SH | $7.24M 0.73% | 0.00 | 0.00 | 20.64K |
S&P GLOBAL INCSOLE | COM | 13.70K | SH | $7.16M 0.73% | 0.00 | 0.00 | 13.70K |
GE VERNOVA INCSOLE | COM | 9.96K | SH | $6.51M 0.66% | 0.00 | 0.00 | 9.96K |
F5 INCSOLE | COM | 25.30K | SH | $6.46M 0.65% | 0.00 | 0.00 | 25.30K |
INTUITIVE SURGICAL INCSOLE | COM NEW | 11.06K | SH | $6.27M 0.63% | 0.00 | 0.00 | 11.06K |
ALTRIA GROUP INCSOLE | COM | 106.65K | SH | $6.15M 0.62% | 0.00 | 0.00 | 106.65K |
GILEAD SCIENCES INCSOLE | COM | 49.55K | SH | $6.08M 0.62% | 0.00 | 0.00 | 49.55K |
PALO ALTO NETWORKS INCSOLE | COM | 31.98K | SH | $5.89M 0.60% | 0.00 | 0.00 | 31.98K |
ABBOTT LABSSOLE | COM | 46.41K | SH | $5.81M 0.59% | 0.00 | 0.00 | 46.41K |
KLA CORPSOLE | COM NEW | 4.75K | SH | $5.77M 0.58% | 0.00 | 0.00 | 4.75K |
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