Linden Thomas Advisory Services, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$1.04B
Q ending 2026-03-31
Prior quarter
$986.6M
Q ending 2025-12-31
Change
+5.2% QoQ · +34.4% YoY
Positions
530
reported holdings
Largest positions
Top 100 of 530 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Nvidia Corporation | NVDA | Shares | $30.6M | 175K |
| Alphabet Inc | GOOGL | Shares | $17.1M | 59K |
| Apple Inc | AAPL | Shares | $16.0M | 63K |
| Broadcom Inc | AVGO | Shares | $15.4M | 50K |
| Arista Networks Inc | ANET | Shares | $13.0M | 106K |
| Microsoft Corp | MSFT | Shares | $10.3M | 28K |
| Meta Platforms Inc | META | Shares | $8.0M | 14K |
| Resmed Inc | RMD | Shares | $7.7M | 34K |
| Heico Corp New | HEI | Shares | $7.4M | 27K |
| Altria Group Inc | MO | Shares | $7.3M | 110K |
| Exxon Mobil Corp | XOM | Shares | $7.2M | 42K |
| Netflix Inc. | NFLX | Shares | $6.9M | 72K |
| Thermo Fisher Scientific Inc | TMO | Shares | $6.7M | 14K |
| Verizon Communications Inc | VZ | Shares | $6.7M | 134K |
| F5 Inc | FFIV | Shares | $6.7M | 23K |
| Corning Inc | GLW | Shares | $6.5M | 48K |
| Matson Inc | MATX | Shares | $6.3M | 38K |
| Walmart Inc | WMT | Shares | $6.1M | 49K |
| Palo Alto Networks Inc | PANW | Shares | $6.0M | 38K |
| S&P Global Inc | SPGI | Shares | $6.0M | 14K |
| Kla Corp | KLAC | Shares | $6.0M | 4K |
| Kiniksa Pharmaceuticals Intl | Shares | $5.9M | 122K | |
| Cisco Sys Inc | CSCO | Shares | $5.7M | 74K |
| Eli Lilly & Co | LLY | Shares | $5.6M | 6K |
| Argan Inc | AGX | Shares | $5.6M | 10K |
| Comfort Sys Usa Inc | FIX | Shares | $5.5M | 4K |
| Cadence Design System Inc | CDNS | Shares | $5.5M | 20K |
| Visa Inc | V | Shares | $5.5M | 18K |
| Williams Cos Inc | WMB | Shares | $5.5M | 75K |
| Tesla Inc | TSLA | Shares | $5.4M | 15K |
| Vici Pptys Inc | VICI | Shares | $5.3M | 195K |
| Costco Wholesale Corporation | COST | Shares | $5.3M | 5K |
| United Sts Lime & Minerals I | USLM | Shares | $5.3M | 40K |
| Servicenow Inc | NOW | Shares | $5.3M | 50K |
| Advanced Micro Devices Inc | AMD | Shares | $5.3M | 26K |
| Nrg Energy Inc | NRG | Shares | $5.3M | 36K |
| Amphenol Corp | APH | Shares | $5.2M | 41K |
| Intuitive Surgical Inc | ISRG | Shares | $5.2M | 11K |
| Intuit | INTU | Shares | $5.1M | 12K |
| Lockheed Martin Corp | LMT | Shares | $5.1M | 8K |
| Macom Tech Solutions Hldgs I | MTSI | Shares | $5.0M | 23K |
| Ge Vernova Inc | GEV | Shares | $5.0M | 6K |
| Lemaitre Vascular Inc | LMAT | Shares | $5.0M | 46K |
| Globalstar Inc | GSAT | Shares | $5.0M | 75K |
| Autozone Inc | AZO | Shares | $5.0M | 1K |
| Cencora Inc | COR | Shares | $4.9M | 16K |
| T-Mobile Us Inc | TMUS | Shares | $4.9M | 23K |
| Abbott Laboratories | ABT | Shares | $4.9M | 48K |
| Mastercard Incorporated | MA | Shares | $4.8M | 10K |
| Ichor Holdings | Shares | $4.8M | 103K | |
| Fortinet Inc | FTNT | Shares | $4.8M | 59K |
| Fox Corp | FOXA | Shares | $4.7M | 80K |
| Lam Research Corp | LRCX | Shares | $4.7M | 22K |
| Idexx Labs Inc | IDXX | Shares | $4.5M | 8K |
| Nvent Elec Plc | Shares | $4.4M | 37K | |
| Kroger Co | KR | Shares | $4.4M | 60K |
| Incyte Corp | INCY | Shares | $4.3M | 46K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $4.3M | 9K |
| Monster Beverage Corp New | MNST | Shares | $4.3M | 59K |
| Astera Labs Inc | ALAB | Shares | $4.2M | 38K |
| Applied Matls Inc | AMAT | Shares | $4.2M | 12K |
| Arcbest Corp | ARCB | Shares | $4.1M | 42K |
| Catalyst Pharmaceuticals Inc | Shares | $4.1M | 164K | |
| Lennox Intl Inc | LII | Shares | $4.0M | 9K |
| Regeneron Pharmaceuticals | REGN | Shares | $4.0M | 5K |
| Formfactor Inc | FORM | Shares | $3.9M | 40K |
| Salesforce Inc | CRM | Shares | $3.8M | 20K |
| Graham Hldgs Co | GHC | Shares | $3.7M | 4K |
| Spdr Gold Tr | GLD | Shares | $3.7M | 9K |
| Stryker Corporation | SYK | Shares | $3.7M | 11K |
| Gilead Sciences Inc | GILD | Shares | $3.7M | 27K |
| Vertex Pharmaceuticals Inc | VRTX | Shares | $3.6M | 8K |
| Five Below Inc | FIVE | Shares | $3.6M | 16K |
| Analog Devices Inc | ADI | Shares | $3.6M | 11K |
| First Solar Inc | FSLR | Shares | $3.6M | 18K |
| Kinder Morgan Inc Del | KMI | Shares | $3.6M | 106K |
| Jackson Financial Inc | JXN | Shares | $3.5M | 33K |
| Palantir Technologies Inc | PLTR | Shares | $3.5M | 24K |
| Aecom | ACM | Shares | $3.5M | 41K |
| Allison Transmission Hldgs I | ALSN | Shares | $3.4M | 29K |
| Columbia Bkg Sys Inc | COLB | Shares | $3.4M | 124K |
| Crowdstrike Hldgs Inc | CRWD | Shares | $3.4M | 9K |
| Core Natural Resources Inc | CNR | Shares | $3.4M | 32K |
| Cra Intl Inc | CRAI | Shares | $3.4M | 21K |
| Cognizant Technology Solutio | CTSH | Shares | $3.3M | 55K |
| Ligand Pharmaceuticals Inc | LGND | Shares | $3.3M | 17K |
| Hormel Foods Corp | HRL | Shares | $3.3M | 147K |
| Penumbra Inc | PEN | Shares | $3.3M | 10K |
| Lowes Cos Inc | LOW | Shares | $3.2M | 14K |
| Acadian Asset Management Inc | AAMI | Shares | $3.2M | 59K |
| Everpure Inc | P | Shares | $3.1M | 53K |
| Myr Group Inc | MYRG | Shares | $3.1M | 11K |
| Photronics Inc | PLAB | Shares | $3.1M | 78K |
| Oracle Corp | ORCL | Shares | $3.1M | 21K |
| Abbvie Inc | ABBV | Shares | $3.1M | 14K |
| Timken Co | TKR | Shares | $3.1M | 31K |
| Garmin Ltd | Shares | $3.1M | 13K | |
| Oreilly Automotive Inc | ORLY | Shares | $3.1M | 33K |
| General Dynamics Corp | GD | Shares | $3.0M | 9K |
| Fifth Third Bancorp | FITB | Shares | $3.0M | 65K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.