本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR
Linden Rose Investment LLC (CIK 1833819) reported $128.7M across 8 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: DRAM ($38.5M, 29.93%), NVDA ($29.1M, 22.60%), MU ($28.8M, 22.40%), TSM ($17.5M, 13.63%), GOOGL ($10.1M, 7.88%). Source: SEC Form 13F.
| 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 |
来源：SEC 13F 申报文件 · 截至 2026-06-30