Linden Advisors LP 13F 持仓 · 2026年Q2
Linden Advisors 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 600 只证券，申报市值合计 193.04 亿美元。前几大持仓：VSH（4.30%）、MKSI（3.07%）、SITM（3.06%）。本季前 25 大持仓中：新建仓 4 只、增持 14 只、减持 6 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VSH | VISHAY INTERTECHNOLOGY 2.25 09/15/2030 | $829.5M | 4.30% | 0 | 增持 |
| 2 | MKSI | MKS INC 1.25 06/01/2030 | $593.3M | 3.07% | 0 | 增持 |
| 3 | SITM | SITIME 0 06/15/2031 | $590.9M | 3.06% | 0 | 新建仓 |
| 4 | GH | GUARDANT HEALTH INC 1.25 02/15/2031 | $514.2M | 2.66% | 0 | 增持 |
| 5 | LEU | CENTRUS ENERGY CORP 2.25 11/01/2030 | $444.5M | 2.30% | 0 | 减持 |
| 6 | APLD | APPLIED DIGITAL CORP 2.75 06/01/2030 | $395.7M | 2.05% | 0 | 减持 |
| 7 | SOLARIS ENERGY INFRASTRU 0.25 10/01/2031 | $367.4M | 1.90% | 0 | 增持 | |
| 8 | SPHR | SPHERE ENTERTAINMENT CO 3.5 12/01/2028 | $350.6M | 1.82% | 0 | 减持 |
| 9 | VECO | VEECO INSTRUMENTS INC 2.875 06/01/2029 | $315.3M | 1.63% | 0 | 增持 |
| 10 | SEDG | SOLAR EDGE TECHNOLOGIES 2.25 07/01/2029 | $299.3M | 1.55% | 0 | 增持 |
| 11 | PENGUIN SOLUTIONS INC 2 08/15/2030 | $277.4M | 1.44% | 0 | 增持 | |
| 12 | U | UNITY SOFTWARE INC 0 03/15/2030 | $273.4M | 1.42% | 0 | 减持 |
| 13 | BBIO | BRIDGEBIO PHARMA INC 2.25 02/01/2029 | $266.3M | 1.38% | 0 | 增持 |
| 14 | RIOT | RIOT PLATFORMS INC 0.75 01/15/2030 144A | $266.0M | 1.38% | 0 | 增持 |
| 15 | CLSKW | CLEANSPARK INC 0 06/15/2030 144A | $258.2M | 1.34% | 0 | 增持 |
| 16 | CELC | CELCUITY INC 2.75 08/01/2031 | $254.5M | 1.32% | 0 | 增持 |
| 17 | SMCIP | SUPER MICRO COMPUTER INC 0 06/15/2030 | $250.9M | 1.30% | 0 | 新建仓 |
| 18 | AFRM | AFFIRM HOLDINGS INC 0.75 12/15/2029 | $246.2M | 1.28% | 0 | 减持 |
| 19 | CIFRW | CIPHER DIGITAL INC NOTE 1.750 5/1 | $247.3M | 1.28% | 0 | 持平 |
| 20 | ITGR | INTEGER HOLDINGS CORP 1.875 03/15/2030 144A | $245.8M | 1.27% | 0 | 增持 |
| 21 | PTON | PELOTON INTERACTIVE INC 5.5 12/01/2029 | $225.6M | 1.17% | 0 | 减持 |
| 22 | RBRK | RUBRIK INC 0 06/15/2030 144A | $222.5M | 1.15% | 0 | 新建仓 |
| 23 | RUN | SUNRUN INC 4 03/01/2030 144A | $220.8M | 1.14% | 0 | 增持 |
| 24 | IREN LTD 3.5 12/15/2029 | $218.3M | 1.13% | 0 | 新建仓 | |
| 25 | SYNA | SYNAPTICS INC 0.75 12/01/2031 | $217.3M | 1.13% | 0 | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
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