Filed: 10/19/2026ACC: 0001965702-26-000013
📋 What this filing means
LINDEN THOMAS ADVISORY SERVICES, LLC filed this quarterly 13F‑HR report disclosing 552 equity positions with a total reported market value of $1.26B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
552
Positions
$1.26B
Total AUM (reported)
13.12M
Total Shares
Allocation by class
COM$916.89M72.8%
CL A$112.23M8.9%
COM NEW$51.15M4.1%
COM SHS$37.59M3.0%
SHS$29.36M2.3%
CAP STK CL A$20.79M1.7%
COM CL A$20.70M1.6%
Portfolio Concentration
Top 3$84.01M6.7%
4–10$105.66M8.4%
11–25$126.89M10.1%
Rest$942.13M74.8%
Top 3 weight
6.7%
Top 10 weight
15.1%
Voting Authority Distribution
Total shares with voting rights: 13.12M
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
13.12M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole552
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings552
Rows:
NVIDIA CORPORATION
SOLEShares174.80K
TypeSH
Market value$39.92M
3.17%
Sole
0.00
Shared
0.00
None
174.80K
ARISTA NETWORKS INC
SOLEShares112.12K
TypeSH
Market value$22.83M
1.81%
Sole
0.00
Shared
0.00
None
112.12K
APPLE INC
SOLEShares63.84K
TypeSH
Market value$21.26M
1.69%
Sole
0.00
Shared
0.00
None
63.84K
ALPHABET INC
SOLEShares60.41K
TypeSH
Market value$20.79M
1.65%
Sole
0.00
Shared
0.00
None
60.41K
BROADCOM INC
SOLEShares51.04K
TypeSH
Market value$17.93M
1.42%
Sole
0.00
Shared
0.00
None
51.04K
ADVANCED MICRO DEVICES INC
SOLEShares26.48K
TypeSH
Market value$16.20M
1.29%
Sole
0.00
Shared
0.00
None
26.48K
PALO ALTO NETWORKS INC
SOLEShares39.13K
TypeSH
Market value$15.55M
1.24%
Sole
0.00
Shared
0.00
None
39.13K
MICROSOFT CORP
SOLEShares27.79K
TypeSH
Market value$14.25M
1.13%
Sole
0.00
Shared
0.00
None
27.79K
F5 INC
SOLEShares23.57K
TypeSH
Market value$10.49M
0.83%
Sole
0.00
Shared
0.00
None
23.57K
EVERPURE INC
SOLEShares79.95K
TypeSH
Market value$10.46M
0.83%
Sole
0.00
Shared
0.00
None
79.95K
META PLATFORMS INC
SOLEShares14K
TypeSH
Market value$10.15M
0.81%
Sole
0.00
Shared
0.00
None
14K
ASTERA LABS INC
SOLEShares27.66K
TypeSH
Market value$9.84M
0.78%
Sole
0.00
Shared
0.00
None
27.66K
FORTINET INC
SOLEShares53.84K
TypeSH
Market value$9.62M
0.76%
Sole
0.00
Shared
0.00
None
53.84K
THERMO FISHER SCIENTIFIC INC
SOLEShares13.91K
TypeSH
Market value$9.39M
0.75%
Sole
0.00
Shared
0.00
None
13.91K
CROWDSTRIKE HLDGS INC
SOLEShares35.39K
TypeSH
Market value$9.37M
0.74%
Sole
0.00
Shared
0.00
None
35.39K
CISCO SYS INC
SOLEShares76.19K
TypeSH
Market value$8.20M
0.65%
Sole
0.00
Shared
0.00
None
76.19K
CORNING INC
SOLEShares53.04K
TypeSH
Market value$8.16M
0.65%
Sole
0.00
Shared
0.00
None
53.04K
LAM RESEARCH CORP
SOLEShares24.39K
TypeSH
Market value$8.01M
0.64%
Sole
0.00
Shared
0.00
None
24.39K
HEICO CORP NEW
SOLEShares26.32K
TypeSH
Market value$7.98M
0.63%
Sole
0.00
Shared
0.00
None
26.32K
KLA CORP
SOLEShares40.74K
TypeSH
Market value$7.94M
0.63%
Sole
0.00
Shared
0.00
None
40.74K
HEWLETT PACKARD ENTERPRISE C
SOLEShares122.98K
TypeSH
Market value$7.86M
0.62%
Sole
0.00
Shared
0.00
None
122.98K
ALTRIA GROUP INC
SOLEShares113.67K
TypeSH
Market value$7.65M
0.61%
Sole
0.00
Shared
0.00
None
113.67K
ELI LILLY & CO
SOLEShares6.61K
TypeSH
Market value$7.65M
0.61%
Sole
0.00
Shared
0.00
None
6.61K
MATSON INC
SOLEShares34.32K
TypeSH
Market value$7.54M
0.60%
Sole
0.00
Shared
0.00
None
34.32K
RESMED INC
SOLEShares34.06K
TypeSH
Market value$7.53M
0.60%
Sole
0.00
Shared
0.00
None
34.06K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 174.80K | SH | $39.92M 3.17% | 0.00 | 0.00 | 174.80K |
ARISTA NETWORKS INCSOLE | COM SHS | 112.12K | SH | $22.83M 1.81% | 0.00 | 0.00 | 112.12K |
APPLE INCSOLE | COM | 63.84K | SH | $21.26M 1.69% | 0.00 | 0.00 | 63.84K |
ALPHABET INCSOLE | CAP STK CL A | 60.41K | SH | $20.79M 1.65% | 0.00 | 0.00 | 60.41K |
BROADCOM INCSOLE | COM | 51.04K | SH | $17.93M 1.42% | 0.00 | 0.00 | 51.04K |
ADVANCED MICRO DEVICES INCSOLE | COM | 26.48K | SH | $16.20M 1.29% | 0.00 | 0.00 | 26.48K |
PALO ALTO NETWORKS INCSOLE | COM | 39.13K | SH | $15.55M 1.24% | 0.00 | 0.00 | 39.13K |
MICROSOFT CORPSOLE | COM | 27.79K | SH | $14.25M 1.13% | 0.00 | 0.00 | 27.79K |
F5 INCSOLE | COM | 23.57K | SH | $10.49M 0.83% | 0.00 | 0.00 | 23.57K |
EVERPURE INCSOLE | CL A | 79.95K | SH | $10.46M 0.83% | 0.00 | 0.00 | 79.95K |
META PLATFORMS INCSOLE | CL A | 14K | SH | $10.15M 0.81% | 0.00 | 0.00 | 14K |
ASTERA LABS INCSOLE | COM | 27.66K | SH | $9.84M 0.78% | 0.00 | 0.00 | 27.66K |
FORTINET INCSOLE | COM | 53.84K | SH | $9.62M 0.76% | 0.00 | 0.00 | 53.84K |
THERMO FISHER SCIENTIFIC INCSOLE | COM | 13.91K | SH | $9.39M 0.75% | 0.00 | 0.00 | 13.91K |
CROWDSTRIKE HLDGS INCSOLE | CL A | 35.39K | SH | $9.37M 0.74% | 0.00 | 0.00 | 35.39K |
CISCO SYS INCSOLE | COM | 76.19K | SH | $8.20M 0.65% | 0.00 | 0.00 | 76.19K |
CORNING INCSOLE | COM | 53.04K | SH | $8.16M 0.65% | 0.00 | 0.00 | 53.04K |
LAM RESEARCH CORPSOLE | COM NEW | 24.39K | SH | $8.01M 0.64% | 0.00 | 0.00 | 24.39K |
HEICO CORP NEWSOLE | COM | 26.32K | SH | $7.98M 0.63% | 0.00 | 0.00 | 26.32K |
KLA CORPSOLE | COM NEW | 40.74K | SH | $7.94M 0.63% | 0.00 | 0.00 | 40.74K |
HEWLETT PACKARD ENTERPRISE CSOLE | COM | 122.98K | SH | $7.86M 0.62% | 0.00 | 0.00 | 122.98K |
ALTRIA GROUP INCSOLE | COM | 113.67K | SH | $7.65M 0.61% | 0.00 | 0.00 | 113.67K |
ELI LILLY & COSOLE | COM | 6.61K | SH | $7.65M 0.61% | 0.00 | 0.00 | 6.61K |
MATSON INCSOLE | COM | 34.32K | SH | $7.54M 0.60% | 0.00 | 0.00 | 34.32K |
RESMED INCSOLE | COM | 34.06K | SH | $7.53M 0.60% | 0.00 | 0.00 | 34.06K |
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