Linden Rose Investment LLC 13F Holdings · Q2 2026
Linden Rose Investment LLC reported 8 securities worth $128.71M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: DRAM (29.93%), NVDA (22.60%), MU (22.40%). Among its top 25 positions this quarter: 2 new, 2 added, 4 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DRAM | ROUNDHILL ETF TRUST | $38.5M | 29.93% | 521,570 | New |
| 2 | NVDA | NVIDIA CORPORATION | $29.1M | 22.60% | 145,365 | Trimmed |
| 3 | MU | MICRON TECHNOLOGY INC | $28.8M | 22.40% | 24,981 | Added |
| 4 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | $17.5M | 13.63% | 36,732 | Trimmed |
| 5 | GOOGL | ALPHABET INC | $10.1M | 7.88% | 28,379 | Trimmed |
| 6 | SNDK | SANDISK CORP | $2.8M | 2.17% | 1,228 | Added |
| 7 | MRVL | MARVELL TECHNOLOGY INC | $1.0M | 0.80% | 3,452 | New |
| 8 | EWY | ISHARES INC | $763,614 | 0.59% | 3,782 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR