Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Linden Advisors LP 13F Holdings -- Portfolio & Top Positions (2026-06-30)

Linden Advisors LP (CIK 1279396) reported $19.30B across 598 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: VSH ($829.5M, 4.30%), MKSI ($593.3M, 3.07%), SITM ($590.9M, 3.06%), GH ($514.2M, 2.66%), LEU ($444.5M, 2.30%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1VSHVISHAY INTERTECHNOLOGY 2.25 09/15/2030$829.5M4.30%0Added
2MKSIMKS INC 1.25 06/01/2030$593.3M3.07%0Added
3SITMSITIME 0 06/15/2031$590.9M3.06%0New
4GHGUARDANT HEALTH INC 1.25 02/15/2031$514.2M2.66%0Added
5LEUCENTRUS ENERGY CORP 2.25 11/01/2030$444.5M2.30%0Trimmed
6APLDAPPLIED DIGITAL CORP 2.75 06/01/2030$395.7M2.05%0Trimmed
7SOLARIS ENERGY INFRASTRU 0.25 10/01/2031$367.4M1.90%0Added
8SPHRSPHERE ENTERTAINMENT CO 3.5 12/01/2028$350.6M1.82%0Trimmed
9VECOVEECO INSTRUMENTS INC 2.875 06/01/2029$315.3M1.63%0Added
10SEDGSOLAR EDGE TECHNOLOGIES 2.25 07/01/2029$299.3M1.55%0Added
11PENGUIN SOLUTIONS INC 2 08/15/2030$277.4M1.44%0Added
12UUNITY SOFTWARE INC 0 03/15/2030$273.4M1.42%0Trimmed
13RIOTRIOT PLATFORMS INC 0.75 01/15/2030 144A$266.0M1.38%0Added
14BBIOBRIDGEBIO PHARMA INC 2.25 02/01/2029$266.3M1.38%0Added
15CLSKWCLEANSPARK INC 0 06/15/2030 144A$258.2M1.34%0Added
16CELCCELCUITY INC 2.75 08/01/2031$254.5M1.32%0Added
17SMCIPSUPER MICRO COMPUTER INC 0 06/15/2030$250.9M1.30%0New
18CIFRWCIPHER DIGITAL INC NOTE 1.750 5/1$247.3M1.28%0Hold
19AFRMAFFIRM HOLDINGS INC 0.75 12/15/2029$246.2M1.28%0Trimmed
20ITGRINTEGER HOLDINGS CORP 1.875 03/15/2030 144A$245.8M1.27%0Added
21PTONPELOTON INTERACTIVE INC 5.5 12/01/2029$225.6M1.17%0Trimmed
22RBRKRUBRIK INC 0 06/15/2030 144A$222.5M1.15%0New
23RUNSUNRUN INC 4 03/01/2030 144A$220.8M1.14%0Added
24SYNASYNAPTICS INC 0.75 12/01/2031$217.3M1.13%0Added
25IREN LTD 3.5 12/15/2029$218.3M1.13%0New

Source: SEC Form 13F filings · as of 2026-06-30