account_balance
Investment manager · 13F filer · SEC CIK 1279396
Linden Advisors LP
Reported value$19.3Bas of Jun 30, 2026
Positions638 168 new, 93 sold out
Top 10 weight24.4%Vishay Intertechnology 2.25 09/15/2030 alone is 4%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
Vishay Intertechnology 2.25 09/15/2030
4.3%Added +77%
MKS Inc 1.25 06/01/2030
3.1%
Sitime 0 06/15/2031
3.1%New
Guardant Health Inc 1.25 02/15/2031
2.7%Added +76%
Centrus Energy Corp 2.25 11/01/2030
2.3%Trimmed −7%
Applied Digital Corp 2.75 06/01/2030
2.1%Trimmed −24%
Solaris Energy Infrastru 0.25 10/01/2031
1.9%Added +17%
Sphere Entertainment Co 3.5 12/01/2028
1.8%Trimmed −14%
Veeco Instruments Inc 2.875 06/01/2029
1.6%Added +36%
Solar Edge Technologies 2.25 07/01/2029
1.6%Added +56%
Penguin Solutions Inc 2 08/15/2030
1.4%Added +192%
Unity Software Inc 0 03/15/2030
1.4%Trimmed −12%
Vishay Intertechnology 2.25 09/15/2030
4.3%Added +77%
MKS Inc 1.25 06/01/2030
3.1%
Sitime 0 06/15/2031
3.1%New
Guardant Health Inc 1.25 02/15/2031
2.7%Added +76%
Centrus Energy Corp 2.25 11/01/2030
2.3%Trimmed −7%
Applied Digital Corp 2.75 06/01/20302.1%
Solaris Energy Infrastru 0.25 10/01/20311.9%
Sphere Entertainment Co 3.5 12/01/20281.8%
Veeco Instruments Inc 2.875 06/01/20291.6%
Solar Edge Technologies 2.25 07/01/20291.6%
Penguin Solutions Inc 2 08/15/20301.4%
Unity Software Inc 0 03/15/20301.4%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
Vishay Intertechnology 2.25 09/15/2030 4.3% Added +77%
MKS Inc 1.25 06/01/2030 3.1% Held
Sitime 0 06/15/2031 3.1% New
Guardant Health Inc 1.25 02/15/2031 2.7% Added +76%
Centrus Energy Corp 2.25 11/01/2030 2.3% Trimmed −7%
Applied Digital Corp 2.75 06/01/2030 2.1% Trimmed −24%
Solaris Energy Infrastru 0.25 10/01/2031 1.9% Added +17%
Sphere Entertainment Co 3.5 12/01/2028 1.8% Trimmed −14%
Veeco Instruments Inc 2.875 06/01/2029 1.6% Added +36%
Solar Edge Technologies 2.25 07/01/2029 1.6% Added +56%
Penguin Solutions Inc 2 08/15/2030 1.4% Added +192%
Unity Software Inc 0 03/15/2030 1.4% Trimmed −12%
What changed
Biggest moves since Mar 31, 2026
add_circleNew
- Sitime 0 06/15/2031 $591M
- Super Micro Computer Inc 0 06/15/2030 $251M
- Rubrik Inc 0 06/15/2030 144a $223M
- Iren Ltd 3.5 12/15/2029 $218M
arrow_upwardAdded
- Zenas Biopharma Inc 2.5 04/01/2032 +379%
- Penguin Solutions Inc 2 08/15/2030 +192%
- Synaptics Inc 0.75 12/01/2031 +185%
- Wayfair Inc 3.25 09/15/2027 +168%
arrow_downwardTrimmed
- Travere Therapeutics Inc 2.25 03/01/2029 −72%
- Arrowhead Research Corp 0 01/15/2032 −62%
- Liberty Media Corp 3.75 03/15/2028 −51%
- Applied Digital Corp 2.75 06/01/2030 −24%
remove_circleSold out
- Lumentum Holdings Inc 0.5 12/15/2026 $595M
- Bridgebio Pharma Inc 1.75 03/01/2031 144a $225M
- Ascendis Pharma A/s 2.25 04/01/2028 $205M
- Jazz Investments I Ltd 3.125 09/15/2030 $164M