Linden Rose Investment LLC

CIK 0001833819 · SUGAR LAND, TX · Quarter end: 2026-06-30 · Filed on: 2026-08-05 · Open the SEC source ↗

Linden Rose Investment LLC reported 8 positions worth $128.7M as of June 30, 2026 (13F filed August 5, 2026). Largest holding: DRAM (29.9%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.

$128.7M

2026 Q2

Positions

Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.

100.0%

Est. Net Flow (Q)

—

2026 Q2

Positions Changes Mix History BacktestPRO

8 positions shown

#	Symbol	Company	Type	Value ↓	% Port.	Shares	1Y	YTD
▸ 1	DRAM	ROUNDHILL ETF TRUST	SH	$38.5M	29.93%	521,570	—	—
▸ 2	NVDA	NVIDIA CORPORATION	SH	$29.1M	22.60%	145,365	—	—
▸ 3	MU	MICRON TECHNOLOGY INC	SH	$28.8M	22.40%	24,981	—	—
▸ 4	TSM	TAIWAN SEMICONDUCTOR MFG LTD	SH	$17.5M	13.63%	36,732	—	—
▸ 5	GOOGL	ALPHABET INC	SH	$10.1M	7.88%	28,379	—	—
▸ 6	SNDK	SANDISK CORP	SH	$2.8M	2.17%	1,228	—	—
▸ 7	MRVL	MARVELL TECHNOLOGY INC	SH	$1.0M	0.80%	3,452	—	—
▸ 8	EWY	ISHARES INC	SH	$763.6K	0.59%	3,782	—	—

Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Linden Rose Investment LLC hold as of Q2 2026?

Linden Rose Investment LLC reported 8 positions worth $128.7M in its Q2 2026 13F filing. Largest positions: DRAM (29.9%), NVDA (22.6%), MU (22.4%), TSM (13.6%) and GOOGL (7.9%).

What did Linden Rose Investment LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Linden Rose Investment LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.