13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001279396
Total reported value
$19.3B
$19.3B
307 檔
10.5%
At the close of Q1 2025, Linden Advisors LP disclosed equity holdings valued at approximately $19.3B, spread across 307 reported holdings.
In Q1 2025, Linden Advisors LP displayed an active expansion posture, initiating 200 new positions and adding to 0 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including MSTR 0.625 03-15-30, WDC 3 11-15-28, SMCI 3.5 03-01-29) accounted for 10.5% of total reported equity market value during Q1 2025.
Showing top 200 holdings (of 307 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSTR 0.625 03-15-30Bond | Strategy Inc | Bond | 3.70% | -0.17% | — | |
| 2 | WDC 3 11-15-28Bond | Western Digital CORP | Bond | 3.33% | — | +3.00% | |
| 3 | SMCI 3.5 03-01-29Bond | Super Micro Computer Inc | Bond | 2.58% | +0.03% | — | |
| 4 | COIN 0.25 04-01-30Bond | Coinbase Global Inc | Bond | 2.13% | -0.06% | — | |
| 5 | PCG 4.25 12-01-27Bond | Pg&e CORP | Bond | 2.06% | — | +117.02% | |
| 6 | LI 0.25 05-01-28Bond | Li Auto Inc | Bond | 2.04% | -0.05% | EXIT | |
| 7 | CFLT 0 01-15-27Bond | Confluent Inc | Bond | 1.99% | — | -3.21% | |
| 8 | INSM 0.75 06-01-28Bond | Insmed Inc | Bond | 1.89% | — | +4.32% | |
| 9 | SIRI 3.75 03-15-28Bond | Sirius Xm Holdings | Bond | 1.86% | -0.71% | +8.83% | |
| 10 | X 5 11-01-26Bond | United States Steel CORP | Bond | 1.66% | — | -11.43% | |
| 11 | MMYT 0 02-15-28Bond | Makemytrip Limited | Bond | 1.61% | +0.07% | +3.91% | |
| 12 | DKNG 0 03-15-28Bond | Draftkings Holdings Inc | Bond | 1.52% | — | -10.26% | |
| 13 | LITE 0.5 06-15-28Bond | Lumentum Holdings Inc | Bond | 1.52% | -8.43% | +5.99% | |
| 14 | ZTO 1.5 09-01-27Bond | Zto Express Ky Inc | Bond | 1.47% | — | -3.36% | |
| 15 | ASND 2.25 04-01-28Bond | Ascendis Pharma A/s | Bond | 1.36% | -1.15% | EXIT | |
| 16 | CYTK 3.5 07-01-27Bond | Cytokinetics Inc | Bond | 1.35% | — | +1.46% | |
| 17 | FIVN 1 03-15-29Bond | Five9 Inc | Bond | 1.31% | -0.50% | EXIT | |
| 18 | TMDX 1.5 06-01-28Bond | Transmedics Group Inc | Bond | 1.28% | -0.11% | EXIT | |
| 19 | IRTC 1.5 09-01-29Bond | Irhythm Holdings Inc | Bond | 1.27% | -0.03% | EXIT | |
| 20 | LYV 3.125 01-15-29Bond | Live Nation Entertainmen | Bond | 1.13% | -0.01% | EXIT | |
| 21 | SMTC 1.625 11-01-27Bond | Semtech CORP | Bond | 1.06% | +0.17% | +5.76% | |
| 22 | LITE 0.5 12-15-26Bond | Lumentum Holdings Inc | Bond | 1.04% | -3.33% | EXIT | |
| 23 | VAC 3.25 12-15-27Bond | Marriott Vacation Worldw | Bond | 1.00% | -0.02% | EXIT | |
| 24 | RPD 0.25 03-15-27Bond | Rapid7 Inc | Bond | 0.98% | — | — | |
| 25 | ETSY 0.125 09-01-27Bond | Etsy Inc | Bond | 0.97% | — | +6.57% | |
| 26 | SRPT 1.25 09-15-27Bond | Sarepta Therapeutics Inc | Bond | 0.97% | — | +68.98% | |
| 27 | DOCN 0 12-01-26Bond | Digitalocean Holdings | Bond | 0.94% | +0.03% | NEW | |
| 28 | VSH 2.25 09-15-30Bond | Vishay Intertechnology | Bond | 0.94% | +3.03% | +38.58% | |
| 29 | EXAS 0.375 03-15-27Bond | Exact Sciences CORP | Bond | 0.94% | — | +1.01% | |
| 30 | TNDM 1.5 03-15-29 2024Bond | Tandem Diabetes Care Inc | Bond | 0.93% | +0.06% | — | |
| 31 | CNMD 2.25 06-15-27Bond | Conmed CORP | Bond | 0.90% | -0.76% | EXIT | |
| 32 | HTHT 3 05-01-26Bond | H World Group LTD | Bond | 0.87% | — | -2.99% | |
| 33 | PRGS 3.5 03-01-30Bond | Progress Software CORP | Bond | 0.87% | -0.07% | — | |
| 34 | MSTR 0.875 03-15-31Bond | Strategy Inc | Bond | 0.86% | -0.21% | — | |
| 35 | LYFT 0.625 03-01-29Bond | Lyft Inc | Bond | 0.84% | -0.41% | — | |
| 36 | BE 3 06-01-28Bond | Bloom Energy CORP | Bond | 0.84% | — | +43.41% | |
| 37 | BBIO 2.25 02-01-29Bond | Bridgebio Pharma Inc | Bond | 0.84% | -0.12% | +33.81% | |
| 38 | ETSY 0.25 06-15-28Bond | Etsy Inc | Bond | 0.83% | — | +2.12% | |
| 39 | VAC 0 01-15-26Bond | Marriott Vacation Worldw | Bond | 0.83% | — | -1.17% | |
| 40 | COLL 2.875 02-15-29Bond | Collegium Pharma Inc | Bond | 0.82% | +0.01% | -1.14% | |
| 41 | CNP 4.25 08-15-26Bond | Centerpoint Energy Inc | Bond | 0.82% | — | +354.82% | |
| 42 | EXAS 0.375 03-01-28Bond | Exact Sciences CORP | Bond | 0.81% | — | +10.62% | |
| 43 | LRN 1.125 09-01-27Bond | Stride Inc | Bond | 0.80% | -0.07% | -15.31% | |
| 44 | IDCC 3.5 06-01-27Bond | Interdigital Inc | Bond | 0.79% | — | +55.44% | |
| 45 | LITE 1.5 12-15-29Bond | Lumentum Holdings Inc | Bond | 0.77% | -5.23% | -0.59% | |
| 46 | CSGS 3.875 09-15-28Bond | Csg Systems Internationa | Bond | 0.77% | — | +57.26% | |
| 47 | PSN 2.625 03-01-29Bond | Parsons CORP | Bond | 0.75% | — | — | |
| 48 | PI 1.125 05-15-27Bond | Impinj Inc | Bond | 0.74% | +0.03% | +13.15% | |
| 49 | PD 1.5 10-15-28 *Bond | Pagerduty Inc. | Bond | 0.72% | — | — | |
| 50 | EVRG 4.5 12-15-27Bond | Evergy Inc | Bond | 0.72% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MSTR 0.625 03-15-30Bond | Strategy Inc | — | NEW | New buy |
| 2 | WDC 3 11-15-28Bond | Western Digital CORP | — | NEW | New buy |
| 3 | SMCI 3.5 03-01-29Bond | Super Micro Computer Inc | — | NEW | New buy |
| 4 | COIN 0.25 04-01-30Bond | Coinbase Global Inc | — | NEW | New buy |
| 5 | PCG 4.25 12-01-27Bond | Pg&e CORP | — | NEW | New buy |
| 6 | LI 0.25 05-01-28Bond | Li Auto Inc | — | NEW | New buy |
| 7 | CFLT 0 01-15-27Bond | Confluent Inc | — | NEW | New buy |
| 8 | INSM 0.75 06-01-28Bond | Insmed Inc | — | NEW | New buy |
| 9 | SIRI 3.75 03-15-28Bond | Sirius Xm Holdings | — | NEW | New buy |
| 10 | X 5 11-01-26Bond | United States Steel CORP | — | NEW | New buy |
| 11 | MMYT 0 02-15-28Bond | Makemytrip Limited | — | NEW | New buy |
| 12 | DKNG 0 03-15-28Bond | Draftkings Holdings Inc | — | NEW | New buy |
| 13 | LITE 0.5 06-15-28Bond | Lumentum Holdings Inc | — | NEW | New buy |
| 14 | ZTO 1.5 09-01-27Bond | Zto Express Ky Inc | — | NEW | New buy |
| 15 | ASND 2.25 04-01-28Bond | Ascendis Pharma A/s | — | NEW | New buy |
| 16 | CYTK 3.5 07-01-27Bond | Cytokinetics Inc | — | NEW | New buy |
| 17 | FIVN 1 03-15-29Bond | Five9 Inc | — | NEW | New buy |
| 18 | TMDX 1.5 06-01-28Bond | Transmedics Group Inc | — | NEW | New buy |
| 19 | IRTC 1.5 09-01-29Bond | Irhythm Holdings Inc | — | NEW | New buy |
| 20 | LYV 3.125 01-15-29Bond | Live Nation Entertainmen | — | NEW | New buy |
| 21 | SMTC 1.625 11-01-27Bond | Semtech CORP | — | NEW | New buy |
| 22 | LITE 0.5 12-15-26Bond | Lumentum Holdings Inc | — | NEW | New buy |
| 23 | VAC 3.25 12-15-27Bond | Marriott Vacation Worldw | — | NEW | New buy |
| 24 | RPD 0.25 03-15-27Bond | Rapid7 Inc | — | NEW | New buy |
| 25 | ETSY 0.125 09-01-27Bond | Etsy Inc | — | NEW | New buy |
| 26 | SRPT 1.25 09-15-27Bond | Sarepta Therapeutics Inc | — | NEW | New buy |
| 27 | DOCN 0 12-01-26Bond | Digitalocean Holdings | — | NEW | New buy |
| 28 | VSH 2.25 09-15-30Bond | Vishay Intertechnology | — | NEW | New buy |
| 29 | EXAS 0.375 03-15-27Bond | Exact Sciences CORP | — | NEW | New buy |
| 30 | TNDM 1.5 03-15-29 2024Bond | Tandem Diabetes Care Inc | — | NEW | New buy |
| 31 | CNMD 2.25 06-15-27Bond | Conmed CORP | — | NEW | New buy |
| 32 | HTHT 3 05-01-26Bond | H World Group LTD | — | NEW | New buy |
| 33 | PRGS 3.5 03-01-30Bond | Progress Software CORP | — | NEW | New buy |
| 34 | MSTR 0.875 03-15-31Bond | Strategy Inc | — | NEW | New buy |
| 35 | LYFT 0.625 03-01-29Bond | Lyft Inc | — | NEW | New buy |
| 36 | BE 3 06-01-28Bond | Bloom Energy CORP | — | NEW | New buy |
| 37 | BBIO 2.25 02-01-29Bond | Bridgebio Pharma Inc | — | NEW | New buy |
| 38 | ETSY 0.25 06-15-28Bond | Etsy Inc | — | NEW | New buy |
| 39 | VAC 0 01-15-26Bond | Marriott Vacation Worldw | — | NEW | New buy |
| 40 | COLL 2.875 02-15-29Bond | Collegium Pharma Inc | — | NEW | New buy |
| 41 | CNP 4.25 08-15-26Bond | Centerpoint Energy Inc | — | NEW | New buy |
| 42 | EXAS 0.375 03-01-28Bond | Exact Sciences CORP | — | NEW | New buy |
| 43 | LRN 1.125 09-01-27Bond | Stride Inc | — | NEW | New buy |
| 44 | IDCC 3.5 06-01-27Bond | Interdigital Inc | — | NEW | New buy |
| 45 | LITE 1.5 12-15-29Bond | Lumentum Holdings Inc | — | NEW | New buy |
| 46 | CSGS 3.875 09-15-28Bond | Csg Systems Internationa | — | NEW | New buy |
| 47 | PSN 2.625 03-01-29Bond | Parsons CORP | — | NEW | New buy |
| 48 | PI 1.125 05-15-27Bond | Impinj Inc | — | NEW | New buy |
| 49 | PD 1.5 10-15-28 *Bond | Pagerduty Inc. | — | NEW | New buy |
| 50 | EVRG 4.5 12-15-27Bond | Evergy Inc | — | NEW | New buy |
According to official SEC Form 13F filings, Linden Advisors LP reported a total U.S. public equity portfolio value of $19.3B across 307 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
Top New Position Initiated
MSTR 0.625 03-15-30
市值: $545.4B
During Q1 2025, Linden Advisors LP's top holdings by market value included MSTR 0.625 03-15-30 (3.7%)、WDC 3 11-15-28 (3.3%)、SMCI 3.5 03-01-29 (2.6%). The largest single position, MSTR 0.625 03-15-30, represented 3.7% of total portfolio value.
In Q1 2025, Linden Advisors LP made 200 total portfolio adjustments, initiating 200 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.