Linden Rose Investment LLC
Net buyer this quarter
$129M
7
+$20.7M
99.4%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 DRAM | $38.5M | 29.93% | Not reported | New | Q2 2026 |
 NVDA | $29.1M | 22.60% | 0.00% | -38.9% | Q4 2025 |
 MU | $28.8M | 22.40% | 0.00% | +39.0% | Q1 2026 |
 TSM | $17.5M | 13.63% | 0.00% | -1.4% | Q4 2025 |
 GOOGL | $10.1M | 7.88% | 0.00% | -45.0% | Q4 2021 |
 SNDK | $2.79M | 2.17% | 0.00% | +2.3% | Q1 2026 |
 MRVL | $1.03M | 0.80% | 0.00% | New | Q2 2026 |
| Q1 2026 | |||||
| NVDA | $41.5M | 54.41% | 0.00% | -11.2% | Q4 2025 |
| GOOGL | $14.8M | 19.48% | 0.00% | +28.7% | Q4 2021 |
| TSM | $12.6M | 16.52% | 0.00% | +223.2% | Q4 2025 |
| MU | $6.07M | 7.97% | 0.00% | New | Q1 2026 |
| SNDK | $762K | 1.00% | 0.00% | New | Q1 2026 |
| Q4 2025 | |||||
| NVDA | $49.9M | 41.50% | 0.00% | New | Q4 2025 |
 AAPL | $26.2M | 21.81% | 0.00% | -21.5% | Q4 2020 |
 AMZN | $25.6M | 21.26% | 0.00% | +12.5% | Q4 2020 |
| GOOGL | $12.6M | 10.43% | 0.00% | -67.2% | Q4 2021 |
| TSM | $3.5M | 2.91% | 0.00% | New | Q4 2025 |
 META | $2.18M | 1.81% | Not reported | New | Q4 2025 |
 MSFT | $326K | 0.27% | 0.00% | New | Q4 2025 |
| Q4 2022 | |||||
| AAPL | $16M | 42.90% | 0.00% | -5.0% | Q4 2020 |
| GOOGL | $10.8M | 28.96% | 0.00% | -5.5% | Q4 2021 |
| AMZN | $8.28M | 22.23% | 0.00% | -5.2% | Q4 2020 |
 BRK.B | $2.2M | 5.91% | Not reported | -15.6% | Q4 2021 |