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CIK: 0001279396
Total reported value
$19.3B
$19.3B
563 檔
20.1%
During the Q1 2026 filing period, Linden Advisors LP (CIK: 0001279396) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $19.3B across 563 reported positions.
In Q1 2026, Linden Advisors LP displayed an active expansion posture, initiating 75 new positions and adding to 39 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 563 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | LITE 0.5 06-15-28Bond | Lumentum Holdings Inc | Bond | 8.43% | -8.43% | -1.00% | |
| 2 | LITE 1.5 12-15-29Bond | Lumentum Holdings Inc | Bond | 5.29% | -5.23% | +0.33% | |
| 3 | LITE 0.5 12-15-26Bond | Lumentum Holdings Inc | Bond | 3.33% | -3.33% | EXIT | |
| 4 | LEU 2.25 11-01-30Bond | Centrus Energy CORP | Bond | 2.74% | -0.44% | — | |
| 5 | APLD 2.75 06-01-30Bond | Applied Digital CORP | Bond | 1.94% | +0.11% | +0.07% | |
| 6 | MKSI 1.25 06-01-30Bond | Mks Inc | Bond | 1.85% | +1.22% | -6.68% | |
| 7 | SPHR 3.5 12-01-28Bond | Sphere Entertainment Co | Bond | 1.57% | +0.25% | +1.52% | |
| 8 | U 0 03-15-30Bond | Unity Software Inc | Bond | 1.54% | -0.12% | — | |
| 9 | BBIO 2.25 02-01-29Bond | Bridgebio Pharma Inc | Bond | 1.50% | -0.12% | +11.68% | |
| 10 | SIRI 3.75 03-15-28Bond | Sirius Xm Holdings | Bond | 1.44% | -0.71% | — | |
| 11 | MSTR 0 12-01-29Bond | Strategy Inc | Bond | 1.37% | -1.30% | +44.66% | |
| 12 | ITGR 1.875 03-15-30Bond | Integer Holdings CORP | Bond | 1.36% | -0.09% | — | |
| 13 | AFRM 0.75 12-15-29Bond | Affirm Holdings Inc | Bond | 1.36% | -0.08% | +1.53% | |
| 14 | SEI 0.25 10-01-31Bond | Solaris Energy Infrastru | Bond | 1.36% | +0.54% | +2.74% | |
| 15 | VSH 2.25 09-15-30Bond | Vishay Intertechnology | Bond | 1.27% | +3.03% | +13.73% | |
| 16 | CELC 2.75 08-01-31Bond | Celcuity Inc | Bond | 1.27% | +0.05% | -0.70% | |
| 17 | BBIO 1.75 03-01-31Bond | Bridgebio Pharma Inc | Bond | 1.26% | -1.26% | EXIT | |
| 18 | MSTR 0.625 03-15-30Bond | Strategy Inc | Bond | 1.18% | -0.17% | -17.98% | |
| 19 | RUN 4 03-01-30Bond | Sunrun Inc | Bond | 1.15% | -0.01% | +11.88% | |
| 20 | ASND 2.25 04-01-28Bond | Ascendis Pharma A/s | Bond | 1.15% | -1.15% | EXIT | |
| 21 | BILL 0 04-01-30Bond | Bill Holdings Inc | Bond | 1.12% | -0.97% | -28.85% | |
| 22 | GH 1.25 02-15-31Bond | Guardant Health Inc | Bond | 1.09% | +1.57% | +41.55% | |
| 23 | SVMCN 4.75 12-15-29Bond | Silvercorp Metals Inc | Bond | 1.08% | -0.14% | +14.56% | |
| 24 | PTON 5.5 12-01-29Bond | Peloton Interactive Inc | Bond | 1.05% | +0.12% | +1.41% | |
| 25 | CLSK 0 06-15-30Bond | Cleanspark Inc | Bond | 1.04% | +0.30% | -8.59% | |
| 26 | HAE 2.5 06-01-29Bond | Haemonetics CORP | Bond | 1.01% | -0.08% | -3.32% | |
| 27 | FSLY 7.75 06-01-28Bond | Fastly Inc | Bond | 0.98% | -0.19% | — | |
| 28 | OSIS 2.25 08-01-29Bond | Osi Systems Inc | Bond | 0.98% | -0.19% | — | |
| 29 | AVAV 0 07-15-30Bond | Aerovironment Inc | Bond | 0.98% | -0.01% | +15.95% | |
| 30 | UPST 2 10-01-29Bond | Upstart Holdings Inc | Bond | 0.97% | +0.09% | -5.61% | |
| 31 | SEDG 2.25 07-01-29Bond | Solar Edge Technologies | Bond | 0.96% | +0.59% | +57.05% | |
| 32 | MSTR 0 03-01-30Bond | Strategy Inc | Bond | 0.94% | +0.07% | — | |
| 33 | JAZZ 3.125 09-15-30Bond | Jazz Investments I LTD | Bond | 0.92% | -0.92% | EXIT | |
| 34 | COLL 2.875 02-15-29Bond | Collegium Pharma Inc | Bond | 0.88% | +0.01% | +0.74% | |
| 35 | LRN 1.125 09-01-27Bond | Stride Inc | Bond | 0.81% | -0.07% | -19.24% | |
| 36 | RIOT 0.75 01-15-30Bond | Riot Platforms Inc | Bond | 0.80% | +0.58% | -1.19% | |
| 37 | PRGS 3.5 03-01-30Bond | Progress Software CORP | Bond | 0.76% | -0.07% | +0.66% | |
| 38 | CIFR 1.75 05-15-30Bond | Cipher Digital Inc | Bond | 0.76% | +0.52% | — | |
| 39 | CNMD 2.25 06-15-27Bond | Conmed CORP | Bond | 0.76% | -0.76% | EXIT | |
| 40 | FVICN 3.75 06-30-29Bond | Fortuna Mining CORP | Bond | 0.75% | -0.14% | +6.17% | |
| 41 | MSTR 0.875 03-15-31Bond | Strategy Inc | Bond | 0.72% | -0.21% | +25.56% | |
| 42 | TVTX 2.25 03-01-29Bond | Travere Therapeutics Inc | Bond | 0.72% | -0.45% | +18.12% | |
| 43 | MSTR 2.25 06-15-32Bond | Strategy Inc | Bond | 0.71% | -0.06% | +27.30% | |
| 44 | AEIS 2.5 09-15-28Bond | Advanced Energy Ind | Bond | 0.68% | -0.68% | EXIT | |
| 45 | VECO 2.875 06-01-29Bond | Veeco Instruments Inc | Bond | 0.67% | +0.96% | +5.12% | |
| 46 | IREN 3.25 06-15-30Bond | Iren LTD | Bond | 0.66% | +0.12% | — | |
| 47 | PCRX 2.125 05-15-29Bond | Pacira Biosciences Inc | Bond | 0.66% | -0.03% | +11.75% | |
| 48 | SEI 4.75 05-01-30Bond | Solaris Energy Infrastru | Bond | 0.65% | +0.36% | — | |
| 49 | NEE 7.375 02-15-29Bond | Nextera Energy Inc | Bond | 0.62% | -0.62% | EXIT | |
| 50 | MUX 5.25 08-15-30Bond | Mcewen Inc | Bond | 0.62% | -0.10% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | LITE 0.5 06-15-28Bond | Lumentum Holdings Inc | +3.5% | -1.00% | Trim |
| 2 | LITE 1.5 12-15-29Bond | Lumentum Holdings Inc | +2.2% | +0.33% | Add |
| 3 | LITE 0.5 12-15-26Bond | Lumentum Holdings Inc | +1.3% | -6.00% | Trim |
| 4 | SEDG 2.25 07-01-29Bond | Solar Edge Technologies | +0.5% | +57.05% | Add |
| 5 | ✓ | Applied Optoele | +0.4% | +81.73% | Add |
| 6 | MSTR 0 12-01-29Bond | Strategy Inc | +0.4% | +44.66% | Add |
| 7 | COGT 1.625 11-15-31Bond | Cogent Biosciences Inc | +0.3% | +96.75% | Add |
| 8 | SVMCN 4.75 12-15-29Bond | Silvercorp Metals Inc | +0.3% | +14.56% | Add |
| 9 | NIO 3.875 10-15-29Bond | Nio Inc | +0.3% | +110.18% | Add |
| 10 | HLF 4.25 06-15-28Bond | Herbalife LTD | +0.2% | +288.78% | Add |
| 11 | SPHR 3.5 12-01-28Bond | Sphere Entertainment Co | +0.2% | +1.52% | Add |
| 12 | MKSI 1.25 06-01-30Bond | Mks Inc | +0.2% | -6.68% | Trim |
| 13 | GH 1.25 02-15-31Bond | Guardant Health Inc | +0.2% | +41.55% | Add |
| 14 | VSH 2.25 09-15-30Bond | Vishay Intertechnology | +0.1% | +13.73% | Add |
| 15 | NIO 4.625 10-15-30Bond | Nio Inc | +0.1% | +52.83% | Add |
| 16 | TE 5.25 12-01-30Bond | T1 Energy Inc | +0.1% | +90.31% | Add |
| 17 | SEI 0.25 10-01-31Bond | Solaris Energy Infrastru | +0.1% | +2.74% | Add |
| 18 | METC 0 11-01-31Bond | Ramaco Resources Inc | +0.1% | +357.83% | Add |
| 19 | AEIS 2.5 09-15-28Bond | Advanced Energy Ind | +0.1% | -13.74% | Trim |
| 20 | SMCI 3.5 03-01-29Bond | Super Micro Computer Inc | +0.1% | +44.31% | Add |
| 21 | GPRE 5.25 11-01-30 UNRSBond | Green Plains Inc | +0.1% | — | Unchanged |
| 22 | ✓ | +0.1% | +481.82% | Add | |
| 23 | ARRY 1 12-01-28Bond | Array Technologies Inc | +0.1% | +51.47% | Add |
| 24 | MSTR 0.875 03-15-31Bond | Strategy Inc | +0.1% | +25.56% | Add |
| 25 | MSTR 2.25 06-15-32Bond | Strategy Inc | +0.1% | +27.30% | Add |
| 26 | SEI 4.75 05-01-30Bond | Solaris Energy Infrastru | +0.1% | — | Unchanged |
| 27 | VECO 2.875 06-01-29Bond | Veeco Instruments Inc | 0% | +5.12% | Add |
| 28 | WK 1.25 08-15-28Bond | Workiva Inc | 0% | +27.73% | Add |
| 29 | ALHC 4.25 11-15-29Bond | Alignment Healthcare | 0% | +31.32% | Add |
| 30 | ECPG 4 03-15-29Bond | Encore Capital Group Inc | 0% | +1.33% | Add |
| 31 | GPRE 5.25 11-01-30 144ABond | Green Plains Inc | 0% | +63.46% | Add |
| 32 | BBIO 2.25 02-01-29Bond | Bridgebio Pharma Inc | 0% | +11.68% | Add |
| 33 | CELC 2.75 08-01-31Bond | Celcuity Inc | 0% | -0.70% | Trim |
| 34 | LYFT 0.625 03-01-29Bond | Lyft Inc | — | +30.24% | Add |
| 35 | FVICN 3.75 06-30-29Bond | Fortuna Mining CORP | 0% | +6.17% | Add |
| 36 | PCRX 2.125 05-15-29Bond | Pacira Biosciences Inc | 0% | +11.75% | Add |
| 37 | TVTX 2.25 03-01-29Bond | Travere Therapeutics Inc | 0% | +18.12% | Add |
| 38 | AVAV 0 07-15-30Bond | Aerovironment Inc | 0% | +15.95% | Add |
| 39 | ASND 2.25 04-01-28Bond | Ascendis Pharma A/s | -0.1% | +1.58% | Add |
| 40 | W 3.25 09-15-27Bond | Wayfair Inc | -0.1% | -2.02% | Trim |
| 41 | OSIS 2.25 08-01-29Bond | Osi Systems Inc | -0.1% | — | Unchanged |
| 42 | MARA 2.125 09-01-31Bond | Mara Holdings Inc | -0.1% | -31.69% | Trim |
| 43 | RIVN 4.625 03-15-29Bond | Rivian Auto Inc | -0.1% | — | Unchanged |
| 44 | OMCL 1 12-01-29Bond | Omnicell Inc | -0.1% | — | Unchanged |
| 45 | COIN 0.25 04-01-30Bond | Coinbase Global Inc | -0.1% | +2.53% | Add |
| 46 | SIRI 3.75 03-15-28Bond | Sirius Xm Holdings | -0.1% | — | Unchanged |
| 47 | IREN 3.25 06-15-30Bond | Iren LTD | -0.1% | — | Unchanged |
| 48 | FIVN 1 03-15-29Bond | Five9 Inc | -0.1% | -11.65% | Trim |
| 49 | LIVN 2.5 03-15-29Bond | Livanova PLC | -0.1% | -11.13% | Trim |
| 50 | EVH 3.5 12-01-29Bond | Evolent Health Inc | -0.2% | -5.02% | Trim |
According to official SEC Form 13F filings, Linden Advisors LP reported a total U.S. public equity portfolio value of $19.3B across 563 disclosed positions in Q1 2026.
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.
In terms of portfolio concentration, the top 5 core holdings (including LITE 0.5 06-15-28, LITE 1.5 12-15-29, LITE 0.5 12-15-26) accounted for 20.1% of total reported equity market value during Q1 2026.
Top New Position Initiated
U 0 03-15-30
市值: $275.9M
Top Position Liquidated / Trimmed
EXAS 0.375 03-01-28
前期市值: $244.9M
During Q1 2026, Linden Advisors LP's top holdings by market value included LITE 0.5 06-15-28 (8.4%)、LITE 1.5 12-15-29 (5.3%)、LITE 0.5 12-15-26 (3.3%). The largest single position, LITE 0.5 06-15-28, represented 8.4% of total portfolio value.
In Q1 2026, Linden Advisors LP made 189 total portfolio adjustments, initiating 75 new buys, adding to 39 positions, trimming 27 holdings, and fully liquidating 48 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.
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