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 Rose Investment LLC (CIK 1833819) reported $76.2M across 6 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: NVDA ($41.5M, 54.41%), GOOGL ($14.8M, 19.48%), TSM ($12.6M, 16.52%), MU ($6.1M, 7.97%), SNDK ($762,408, 1.00%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $41.5M | 54.41% | 237,716 | Trimmed |
| 2 | GOOGL | ALPHABET INC | $14.8M | 19.48% | 51,630 | Added |
| 3 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | $12.6M | 16.52% | 37,239 | Added |
| 4 | MU | MICRON TECHNOLOGY INC | $6.1M | 7.97% | 17,967 | New |
| 5 | SNDK | SANDISK CORP | $762,408 | 1.00% | 1,200 | New |
| 6 | EWY | ISHARES MSCI SOUTH KOREA ETF | $475,557 | 0.62% | 3,866 | New |
| 7 | AMZN | AMAZON COM INC | $0 | 0.00% | 0 | Exited |
| 8 | AAPL | APPLE INC | $0 | 0.00% | 0 | Exited |
| 9 | META | META PLATFORM INC | $0 | 0.00% | 0 | Exited |
| 10 | MSFT | MICROSOFT CORP | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31