Linden Thomas Advisory Services, LLC

13F filer · CIK 0001965702

Reported Jul 16, 2026

Net buyer this quarter

13F portfolio value$1.24BU.S. long equity reported on 13F

Positions54022 new · 9 closed

Net flow last quarter+$27.4MBuys minus sells

Top 10 positions weight14.5%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 16, 2026540 positions
NVDANvidia Corp	$35.1M	2.83%	0.00%	0.0%	Q4 2022
GOOGLAlphabet Inc.	$21.3M	1.72%	0.00%	+0.6%	Q4 2022
AVGOBroadcom Inc.	$19.1M	1.54%	0.00%	+1.8%	Q4 2022
ANETArista Networks, Inc.	$18.4M	1.49%	0.01%	+2.5%	Q4 2022
AAPLApple Inc.	$18.4M	1.48%	0.00%	+0.5%	Q4 2022
AMDAdvanced Micro Devices Inc	$15.2M	1.23%	0.00%	+1.2%	Q4 2022
ALABAstera Labs, Inc.	$13.3M	1.07%	0.02%	-27.6%	Q2 2024
PANWPalo Alto Networks Inc	$13.1M	1.05%	0.00%	+1.9%	Q4 2022
ICHRIchor Holdings, Ltd.	$12.9M	1.04%	0.31%	+12.3%	Q2 2023
GLWCorning Inc	$12.6M	1.02%	0.01%	+3.5%	Q4 2022
KLACKla Corp	$12.3M	0.99%	0.00%	+0.9%	Q4 2022
MSFTMicrosoft Corp	$10.4M	0.84%	0.00%	0.0%	Q4 2022
LRCXLam Research Corp	$9.69M	0.78%	0.00%	+1.9%	Q4 2022
FFIVF5, Inc.	$9.69M	0.78%	0.04%	+0.6%	Q4 2022
HEIHeico Corp	$9.32M	0.75%	0.05%	-2.4%	Q4 2022
AGXArgan Inc	$9.15M	0.74%	0.08%	+12.2%	Q2 2025
AMATApplied Materials Inc	$8.94M	0.72%	0.00%	+1.8%	Q4 2022
FIXComfort Systems USA Inc	$8.91M	0.72%	0.01%	+11.8%	Q2 2023
CSCOCisco Systems, Inc.	$8.83M	0.71%	0.00%	+1.7%	Q4 2022
FTNTFortinet, Inc.	$8.15M	0.66%	0.01%	-9.4%	Q4 2022
MOAltria Group, Inc.	$8.08M	0.65%	0.01%	+1.8%	Q4 2022
METAMeta Platforms, Inc.	$7.89M	0.64%	Not reported	+0.6%	Q4 2022
LLYELI LILLY & Co	$7.6M	0.61%	0.00%	+3.4%	Q4 2022
CDNSCadence Design Systems Inc	$7.47M	0.60%	0.01%	+0.8%	Q4 2022
GEVGE Vernova Inc.	$6.93M	0.56%	0.00%	+2.2%	Q2 2024
TMOThermo Fisher Scientific Inc.	$6.92M	0.56%	0.00%	+0.9%	Q4 2022
CRWDCrowdStrike Holdings, Inc.	$6.77M	0.55%	0.00%	+1.9%	Q4 2022
RMDResmed Inc	$6.56M	0.53%	0.02%	-1.8%	Q4 2022
MATXMatson, Inc.	$6.31M	0.51%	0.11%	-14.7%	Q4 2022
VVisa Inc.	$6.3M	0.51%	0.00%	+1.2%	Q4 2022
PEverpure, Inc.	$6.25M	0.50%	0.02%	+48.9%	Q2 2024
TSLATesla, Inc.	$6.16M	0.50%	0.00%	0.0%	Q4 2022
ARCBArcbest Corp	$6.15M	0.50%	0.19%	+3.3%	Q2 2023
XOMExxonMobil Holdings Corp	$5.98M	0.48%	0.00%	+3.6%	Q4 2022
DDOGDatadog, Inc.	$5.88M	0.47%	0.03%	+3.1%	Q3 2023
SPGIS&P Global Inc.	$5.85M	0.47%	0.00%	+1.4%	Q4 2022
MTSIMACOM Technology Solutions Holdings, Inc.	$5.85M	0.47%	0.02%	-32.2%	Q2 2024
WMTWalmart Inc.	$5.78M	0.47%	0.00%	+4.2%	Q4 2022
VZVerizon Communications Inc	$5.76M	0.46%	0.00%	+1.9%	Q4 2022
WMBWilliams Companies, Inc.	$5.67M	0.46%	0.01%	+1.3%	Q4 2022
APHAmphenol Corp	$5.63M	0.45%	0.00%	-22.9%	Q4 2022
CPRXCatalyst Pharmaceuticals, Inc.	$5.53M	0.45%	0.14%	+7.6%	Q4 2023
HPEHewlett Packard Enterprise Co	$5.49M	0.44%	0.01%	+2.6%	Q4 2022
NVTnVent Electric plc	$5.42M	0.44%	0.02%	-14.6%	Q4 2022
LIILennox International Inc	$5.39M	0.43%	0.03%	+7.8%	Q4 2022
NRGNRG Energy, Inc.	$5.36M	0.43%	0.02%	+2.2%	Q2 2025
VICIVici Properties Inc.	$5.28M	0.43%	0.02%	+2.2%	Q4 2022
INCYIncyte Corp	$5.27M	0.43%	0.02%	+1.4%	Q4 2022
NOWServiceNow, Inc.	$5.06M	0.41%	0.00%	+1.4%	Q4 2022
COSTCostco Wholesale Corp	$4.99M	0.40%	0.00%	+0.4%	Q4 2022

Q1 2026Reported Apr 10, 2026527 positions
NVDANvidia Corp	$30.6M	2.95%	0.00%	-6.9%	Q4 2022
GOOGLAlphabet Inc.	$17.1M	1.64%	0.00%	+80.3%	Q4 2022
AAPLApple Inc.	$16M	1.54%	0.00%	-20.3%	Q4 2022
AVGOBroadcom Inc.	$15.4M	1.49%	0.00%	+27.2%	Q4 2022
ANETArista Networks, Inc.	$13M	1.25%	0.01%	+22.7%	Q4 2022
MSFTMicrosoft Corp	$10.3M	0.99%	0.00%	-5.7%	Q4 2022
METAMeta Platforms, Inc.	$7.97M	0.77%	Not reported	-39.5%	Q4 2022
RMDResmed Inc	$7.7M	0.74%	0.02%	+3.4%	Q4 2022
HEIHeico Corp	$7.35M	0.71%	0.05%	+1.3%	Q4 2022
MOAltria Group, Inc.	$7.28M	0.70%	0.01%	+3.5%	Q4 2022
XOMExxonMobil Holdings Corp	$7.16M	0.69%	0.00%	+6.1%	Q4 2022
NFLXNetflix Inc	$6.93M	0.67%	0.00%	+21.4%	Q4 2022
TMOThermo Fisher Scientific Inc.	$6.72M	0.65%	0.00%	+2.3%	Q4 2022
VZVerizon Communications Inc	$6.71M	0.65%	0.00%	+6.8%	Q4 2022
FFIVF5, Inc.	$6.7M	0.65%	0.04%	-8.5%	Q4 2022
GLWCorning Inc	$6.5M	0.63%	0.01%	+2.9%	Q4 2022
MATXMatson, Inc.	$6.3M	0.61%	0.13%	+30.5%	Q4 2022
WMTWalmart Inc.	$6.09M	0.59%	0.00%	+6.9%	Q4 2022
PANWPalo Alto Networks Inc	$6.03M	0.58%	0.00%	+17.7%	Q4 2022
SPGIS&P Global Inc.	$6.03M	0.58%	0.00%	+3.5%	Q4 2022
KLACKla Corp	$5.95M	0.57%	0.00%	-14.8%	Q4 2022
KNSAKiniksa Pharmaceuticals International, plc	$5.86M	0.56%	Not reported	+6.4%	Q2 2023
CSCOCisco Systems, Inc.	$5.73M	0.55%	0.00%	+3.4%	Q4 2022
LLYELI LILLY & Co	$5.64M	0.54%	0.00%	+19.9%	Q4 2022
AGXArgan Inc	$5.57M	0.54%	0.07%	+96.6%	Q2 2025
FIXComfort Systems USA Inc	$5.55M	0.53%	0.01%	+95.8%	Q2 2023
CDNSCadence Design Systems Inc	$5.48M	0.53%	0.01%	+17.8%	Q4 2022
VVisa Inc.	$5.48M	0.53%	0.00%	-12.1%	Q4 2022
WMBWilliams Companies, Inc.	$5.48M	0.53%	0.01%	+3.2%	Q4 2022
TSLATesla, Inc.	$5.45M	0.52%	0.00%	+50.8%	Q4 2022
VICIVici Properties Inc.	$5.32M	0.51%	0.02%	+7.9%	Q4 2022
COSTCostco Wholesale Corp	$5.29M	0.51%	0.00%	+31.5%	Q4 2022
USLMUnited States Lime & Minerals Inc	$5.26M	0.51%	0.14%	+0.6%	Q2 2023
NOWServiceNow, Inc.	$5.26M	0.51%	0.00%	+73.2%	Q4 2022
AMDAdvanced Micro Devices Inc	$5.26M	0.51%	0.00%	+12.5%	Q4 2022
NRGNRG Energy, Inc.	$5.25M	0.51%	0.02%	+1.9%	Q2 2025
APHAmphenol Corp	$5.23M	0.50%	0.00%	+8.3%	Q4 2022
ISRGIntuitive Surgical Inc	$5.16M	0.50%	0.00%	+1.3%	Q4 2022
INTUIntuit Inc.	$5.13M	0.49%	0.00%	+50.2%	Q4 2022
LMTLockheed Martin Corp	$5.09M	0.49%	0.00%	-4.0%	Q4 2022
MTSIMACOM Technology Solutions Holdings, Inc.	$5.04M	0.49%	0.03%	-25.4%	Q2 2024
GEVGE Vernova Inc.	$5.04M	0.49%	0.00%	-42.0%	Q2 2024
LMATLemaitre Vascular Inc	$5.02M	0.48%	0.20%	+31.1%	Q2 2023
GSATGlobalstar, Inc.	$5.01M	0.48%	0.06%	+0.6%	Q2 2023
AZOAutozone Inc	$4.99M	0.48%	0.01%	+1.2%	Q4 2022
CORCencora, Inc.	$4.9M	0.47%	0.01%	+2.8%	Q4 2022
TMUST-Mobile US, Inc.	$4.89M	0.47%	0.00%	+9.5%	Q4 2022
ABTAbbott Laboratories	$4.89M	0.47%	0.00%	+2.6%	Q4 2022
MAMastercard Inc	$4.8M	0.46%	0.00%	-25.9%	Q4 2022
ICHRIchor Holdings, Ltd.	$4.79M	0.46%	0.30%	+102.6%	Q2 2023

Q4 2025Reported Jan 16, 2026475 positions
NVDANvidia Corp	$35.1M	3.56%	0.00%	+0.6%	Q4 2022
AAPLApple Inc.	$21.5M	2.18%	0.00%	+0.4%	Q4 2022
METAMeta Platforms, Inc.	$15.2M	1.54%	Not reported	+0.3%	Q4 2022
APPAppLovin Corp	$14.6M	1.48%	0.01%	+1.3%	Q2 2024
MSFTMicrosoft Corp	$14.2M	1.44%	0.00%	+1.1%	Q4 2022
AVGOBroadcom Inc.	$13.6M	1.37%	0.00%	+1.4%	Q4 2022
PLTRPalantir Technologies Inc.	$12.4M	1.25%	0.00%	+2.0%	Q3 2023
ANETArista Networks, Inc.	$11.3M	1.15%	0.01%	+2.3%	Q4 2022
GOOGLAlphabet Inc.	$10.3M	1.04%	0.00%	+0.7%	Q4 2022
ALABAstera Labs, Inc.	$8.74M	0.89%	0.03%	-0.5%	Q2 2024
HEIHeico Corp	$8.56M	0.87%	0.05%	+0.7%	Q4 2022
RMDResmed Inc	$7.99M	0.81%	0.02%	+0.1%	Q4 2022
TMOThermo Fisher Scientific Inc.	$7.74M	0.78%	0.00%	+1.2%	Q4 2022
MAMastercard Inc	$7.4M	0.75%	0.00%	+1.3%	Q4 2022
LRCXLam Research Corp	$7.26M	0.74%	0.00%	-0.1%	Q4 2022
VVisa Inc.	$7.24M	0.73%	0.00%	+0.5%	Q4 2022
SPGIS&P Global Inc.	$7.16M	0.73%	0.00%	-0.7%	Q4 2022
GEVGE Vernova Inc.	$6.51M	0.66%	0.00%	-1.5%	Q2 2024
FFIVF5, Inc.	$6.46M	0.65%	0.04%	-3.4%	Q4 2022
ISRGIntuitive Surgical Inc	$6.27M	0.63%	0.00%	+1.1%	Q4 2022
MOAltria Group, Inc.	$6.15M	0.62%	0.01%	+0.7%	Q4 2022
GILDGilead Sciences, Inc.	$6.08M	0.62%	0.00%	+2.7%	Q4 2022
PANWPalo Alto Networks Inc	$5.89M	0.60%	0.00%	+1.8%	Q4 2022
ABTAbbott Laboratories	$5.81M	0.59%	0.00%	+0.9%	Q4 2022
KLACKla Corp	$5.77M	0.58%	0.00%	+2.8%	Q4 2022
FOXAFox Corp	$5.69M	0.58%	7781600.00%	+2.8%	Q4 2022
CRMSalesforce, Inc.	$5.66M	0.57%	0.00%	-0.3%	Q4 2022
NRGNRG Energy, Inc.	$5.61M	0.57%	0.02%	+0.6%	Q2 2025
NFLXNetflix Inc	$5.56M	0.56%	0.00%	+0.1%	Q4 2022
CSCOCisco Systems, Inc.	$5.5M	0.56%	0.00%	+0.6%	Q4 2022
LLYELI LILLY & Co	$5.49M	0.56%	0.00%	+2.9%	Q4 2022
MNSTMonster Beverage Corp	$5.44M	0.55%	0.01%	-0.8%	Q4 2022
IDXXIdexx Laboratories Inc	$5.31M	0.54%	0.01%	+0.4%	Q4 2022
CDNSCadence Design Systems Inc	$5.24M	0.53%	0.01%	+0.7%	Q4 2022
INTUIntuit Inc.	$5.24M	0.53%	0.00%	+0.8%	Q4 2022
MTSIMACOM Technology Solutions Holdings, Inc.	$5.21M	0.53%	0.04%	-0.9%	Q2 2024
APHAmphenol Corp	$5.17M	0.52%	0.00%	+1.0%	Q4 2022
CORCencora, Inc.	$5.12M	0.52%	0.01%	+0.6%	Q4 2022
WMTWalmart Inc.	$5.1M	0.52%	0.00%	+0.9%	Q4 2022
VZVerizon Communications Inc	$5.1M	0.52%	0.00%	-2.1%	Q4 2022
VICIVici Properties Inc.	$5.07M	0.51%	0.02%	-3.8%	Q4 2022
AZOAutozone Inc	$4.94M	0.50%	0.01%	+0.5%	Q4 2022
AMDAdvanced Micro Devices Inc	$4.92M	0.50%	0.00%	+1.3%	Q4 2022
USLMUnited States Lime & Minerals Inc	$4.8M	0.49%	0.14%	-1.4%	Q2 2023
XOMExxonMobil Holdings Corp	$4.79M	0.49%	0.00%	+1.6%	Q4 2022
HDHome Depot, Inc.	$4.76M	0.48%	0.00%	-0.6%	Q4 2022
SOLVSolventum Corp	$4.74M	0.48%	0.03%	-0.9%	Q2 2024
KNSAKiniksa Pharmaceuticals International, plc	$4.72M	0.48%	Not reported	-1.4%	Q2 2023
FTNTFortinet, Inc.	$4.6M	0.47%	0.01%	+2.1%	Q4 2022
GSATGlobalstar, Inc.	$4.58M	0.46%	0.06%	-1.4%	Q2 2023

Q3 2025Reported Nov 6, 2025479 positions
NVDANvidia Corp	$34.9M	3.54%	0.00%	+3.1%	Q4 2022
AAPLApple Inc.	$20.1M	2.03%	0.00%	+3.1%	Q4 2022
METAMeta Platforms, Inc.	$16.9M	1.71%	Not reported	+3.2%	Q4 2022
APPAppLovin Corp	$15.4M	1.56%	0.01%	+1.6%	Q2 2024
MSFTMicrosoft Corp	$15.1M	1.53%	0.00%	+4.3%	Q4 2022
AVGOBroadcom Inc.	$12.7M	1.29%	0.00%	+1.1%	Q4 2022
PLTRPalantir Technologies Inc.	$12.4M	1.26%	0.00%	+2.3%	Q3 2023
ANETArista Networks, Inc.	$12.3M	1.24%	0.01%	+3.7%	Q4 2022
ALABAstera Labs, Inc.	$10.3M	1.05%	0.03%	+0.4%	Q2 2024
RMDResmed Inc	$9.07M	0.92%	0.02%	+1.9%	Q4 2022
HEIHeico Corp	$8.48M	0.86%	0.05%	+3.0%	Q4 2022
FFIVF5, Inc.	$8.46M	0.86%	0.05%	+2.0%	Q4 2022
GOOGLAlphabet Inc.	$7.95M	0.80%	0.00%	+4.0%	Q4 2022
MAMastercard Inc	$7.28M	0.74%	0.00%	+3.5%	Q4 2022
NFLXNetflix Inc	$7.11M	0.72%	0.00%	+0.6%	Q4 2022
VVisa Inc.	$7.01M	0.71%	0.00%	+3.0%	Q4 2022
MOAltria Group, Inc.	$6.99M	0.71%	0.01%	+2.5%	Q4 2022
SPGIS&P Global Inc.	$6.71M	0.68%	0.00%	+2.3%	Q4 2022
TMOThermo Fisher Scientific Inc.	$6.4M	0.65%	0.00%	+4.5%	Q4 2022
PANWPalo Alto Networks Inc	$6.4M	0.65%	0.00%	+3.9%	Q4 2022
AZOAutozone Inc	$6.23M	0.63%	0.01%	+2.4%	Q4 2022
GEVGE Vernova Inc.	$6.21M	0.63%	0.00%	+0.2%	Q2 2024
ABTAbbott Laboratories	$6.16M	0.62%	0.00%	+2.5%	Q4 2022
VICIVici Properties Inc.	$6.12M	0.62%	0.02%	+2.7%	Q4 2022
CDNSCadence Design Systems Inc	$5.84M	0.59%	0.01%	+2.7%	Q4 2022
LRCXLam Research Corp	$5.68M	0.58%	0.00%	+1.5%	Q4 2022
NRGNRG Energy, Inc.	$5.68M	0.57%	0.02%	+3.4%	Q2 2025
HDHome Depot, Inc.	$5.64M	0.57%	0.00%	+2.0%	Q4 2022
VZVerizon Communications Inc	$5.62M	0.57%	0.00%	+2.8%	Q4 2022
ORCLOracle Corp	$5.61M	0.57%	0.00%	+2.1%	Q4 2022
GILDGilead Sciences, Inc.	$5.36M	0.54%	0.00%	+1.6%	Q4 2022
INTUIntuit Inc.	$5.35M	0.54%	0.00%	+1.5%	Q4 2022
USLMUnited States Lime & Minerals Inc	$5.35M	0.54%	0.14%	-0.1%	Q2 2023
CORTCorcept Therapeutics Inc	$5.31M	0.54%	0.06%	+0.5%	Q2 2023
NOWServiceNow, Inc.	$5.23M	0.53%	0.00%	+4.9%	Q4 2022
ACMAecom	$5.21M	0.53%	0.03%	+3.4%	Q2 2025
TMUST-Mobile US, Inc.	$5.17M	0.52%	0.00%	+4.4%	Q4 2022
CRMSalesforce, Inc.	$5.08M	0.51%	0.00%	+2.1%	Q4 2022
IDXXIdexx Laboratories Inc	$5M	0.51%	0.01%	+0.4%	Q4 2022
KLACKla Corp	$4.98M	0.50%	0.00%	+6.5%	Q4 2022
ISRGIntuitive Surgical Inc	$4.89M	0.50%	0.00%	+2.7%	Q4 2022
CSCOCisco Systems, Inc.	$4.86M	0.49%	0.00%	+1.5%	Q4 2022
ORLYO Reilly Automotive Inc	$4.83M	0.49%	0.01%	+2.8%	Q4 2022
MNSTMonster Beverage Corp	$4.82M	0.49%	0.01%	-0.1%	Q4 2022
FOXAFox Corp	$4.77M	0.48%	7570900.00%	+1.9%	Q4 2022
FTNTFortinet, Inc.	$4.77M	0.48%	0.01%	+2.5%	Q4 2022
CORCencora, Inc.	$4.71M	0.48%	0.01%	+3.2%	Q4 2022
APHAmphenol Corp	$4.69M	0.47%	0.00%	+2.3%	Q4 2022
WMTWalmart Inc.	$4.68M	0.47%	0.00%	+3.5%	Q4 2022
WMBWilliams Companies, Inc.	$4.61M	0.47%	0.01%	+3.4%	Q4 2022

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