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CIK: 0001833819
Total reported value
$128.7M
$128.7M
6 檔
58.8%
According to the latest 13F quarterly dataset, Linden Rose Investment LLC managed an equity portfolio of $128.7M at the end of Q1 2026, spanning 6 distinct U.S. exchange-listed positions.
Linden Rose Investment LLC executed strategic sector rebalancing during Q1 2026, establishing 3 new positions while fully exiting 4 holdings and trimming 1 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 54.41% | -31.81% | -11.24% | |
| 2 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 19.48% | -11.60% | +28.69% | |
| 3 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 16.52% | -2.89% | +223.20% | |
| 4 | MU | Micron Technology Inc | Stock-Tech | 7.97% | +14.43% | — | |
| 5 | SNDK | Sandisk CORP | Stock-Tech | 1.00% | +1.17% | — | |
| 6 | EWY | Ishares Msci South Korea ETF | ETF-Other | 0.62% | -0.03% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | TSM | Taiwan Semiconductor-sp Adr | +13.6% | +223.20% | Add |
| 2 | NVDA | Nvidia CORP | +12.9% | -11.24% | Trim |
| 3 | GOOGL | Alphabet Inc-cl A | +9.1% | +28.69% | Add |
| 4 | AAPL | Apple Inc | — | EXIT | Sold out |
| 5 | AMZN | Amazon.com Inc | — | EXIT | Sold out |
| 6 | MU | Micron Technology Inc | — | NEW | New buy |
| 7 | META | Meta Platforms Inc-class A | — | EXIT | Sold out |
| 8 | SNDK | Sandisk CORP | — | NEW | New buy |
| 9 | EWY | Ishares Msci South Korea ETF | — | NEW | New buy |
| 10 | MSFT | Microsoft CORP | — | EXIT | Sold out |
According to official SEC Form 13F filings, Linden Rose Investment LLC reported a total U.S. public equity portfolio value of $128.7M across 6 disclosed positions in Q1 2026.
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In terms of portfolio concentration, the top 5 core holdings (including NVDA, GOOGL, TSM) accounted for 58.8% of total reported equity market value during Q1 2026.
Top New Position Initiated
MU
市值: $6.1M
Top Position Liquidated / Trimmed
AAPL
前期市值: $26.2M
During Q1 2026, Linden Rose Investment LLC's top holdings by market value included NVDA (54.4%)、GOOGL (19.5%)、TSM (16.5%). The largest single position, NVDA, represented 54.4% of total portfolio value.
In Q1 2026, Linden Rose Investment LLC made 10 total portfolio adjustments, initiating 3 new buys, adding to 2 positions, trimming 1 holdings, and fully liquidating 4 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.
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