Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Linden Advisors LP (CIK 1279396) reported $17.86B across 271 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: LITE ($1.51B, 8.43%), LITE ($944.3M, 5.29%), LITE ($595.4M, 3.33%), LEU ($488.6M, 2.74%), APLD ($346.5M, 1.94%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | LITE | LUMENTUM HOLDINGS INC 0.5 06/15/2028 | $1.51B | 8.43% | 281.4M | Trimmed |
| 2 | LITE | LUMENTUM HOLDINGS INC 1.5 12/15/2029 | $944.3M | 5.29% | 93.6M | Added |
| 3 | LITE | LUMENTUM HOLDINGS INC 0.5 12/15/2026 | $595.4M | 3.33% | 84.3M | Trimmed |
| 4 | LEU | CENTRUS ENERGY CORP 2.25 11/01/2030 | $488.6M | 2.74% | 239.9M | Hold |
| 5 | APLD | APPLIED DIGITAL CORP 2.75 06/01/2030 | $346.5M | 1.94% | 130.5M | Added |
| 6 | MKSI | MKS INC 1.25 06/01/2030 | $329.8M | 1.85% | 198.9M | Trimmed |
| 7 | MSGE | SPHERE ENTERTAINMENT CO 3.5 12/01/2028 | $281.2M | 1.57% | 83.5M | Added |
| 8 | U | UNITY SOFTWARE INC 0 03/15/2030 | $275.9M | 1.54% | 275.6M | New |
| 9 | BBIO | BRIDGEBIO PHARMA INC 2.25 02/01/2029 | $268.5M | 1.50% | 239.0M | Added |
| 10 | BATRA1 | LIBERTY MEDIA CORP 3.75 03/15/2028 | $257.9M | 1.44% | 249.4M | Hold |
| 11 | MSTR | STRATEGY INC NOTE 12/0 | $244.7M | 1.37% | 293.1M | Added |
| 12 | SOLARIS ENERGY INFRASTRU 0.25 10/01/2031 | $242.4M | 1.36% | 193.8M | Added | |
| 13 | ITGR | INTEGER HOLDINGS CORP 1.875 03/15/2030 144A | $243.7M | 1.36% | 253.8M | New |
| 14 | AFRM | AFFIRM HOLDINGS INC 0.75 12/15/2029 | $242.7M | 1.36% | 259.6M | Added |
| 15 | VSH | VISHAY INTERTECHNOLOGY 2.25 09/15/2030 | $227.5M | 1.27% | 236.6M | Added |
| 16 | CELC | CELCUITY INC 2.75 08/01/2031 | $226.4M | 1.27% | 92.7M | Trimmed |
| 17 | BBIO | BRIDGEBIO PHARMA INC 1.75 03/01/2031 144A | $225.4M | 1.26% | 132.7M | New |
| 18 | MSTR | STRATEGY INC NOTE 0.625 3/1 | $210.2M | 1.18% | 182.4M | Trimmed |
| 19 | RUN | SUNRUN INC 4 03/01/2030 144A | $205.8M | 1.15% | 172.6M | Added |
| 20 | ASND | ASCENDIS PHARMA A/S 2.25 04/01/2028 | $205.5M | 1.15% | 139.6M | Added |
| 21 | BILL | BILL HOLDINGS INC 0 04/01/2030 144A | $199.2M | 1.12% | 223.6M | Trimmed |
| 22 | GH | GUARDANT HEALTH INC 1.25 02/15/2031 | $194.9M | 1.09% | 115.8M | Added |
| 23 | SVM | SILVERCORP METALS INC 4.75 12/15/2029 144A | $192.3M | 1.08% | 74.8M | Added |
| 24 | PTON | PELOTON INTERACTIVE INC 5.5 12/01/2029 | $187.4M | 1.05% | 139.6M | Added |
| 25 | CLSKW | CLEANSPARK INC 0 06/15/2030 144A | $186.2M | 1.04% | 191.5M | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31