account_balance
Investment manager · 13F filer · SEC CIK 1965702
Linden Thomas Advisory Services, LLC
Reported value$1.26Bas of Sep 30, 2026
Positions552 27 new, 17 sold out
Top 10 weight15.1%NVDA alone is 3%
FiledOct 1919 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
NVDANVIDIA Corp
3.2%
ANETArista Networks, Inc.
1.8%Added +3%
AAPLApple Inc.
1.7%
GOOGLAlphabet Inc.
1.7%
AVGOBroadcom Inc.
1.4%
AMDAdvanced Micro Devices Inc
1.3%
PANWPalo Alto Networks Inc
1.2%Added +2%
MSFTMicrosoft Corp
1.1%
FFIVF5, Inc.
0.8%
PEverpure, Inc.
0.8%
METAMeta Platforms, Inc.
0.8%
ALABAstera Labs, Inc.
0.8%
NVDANVIDIA Corp
3.2%
ANETArista Networks, Inc.
1.8%+3%
AAPLApple Inc.
1.7%
GOOGLAlphabet Inc.
1.7%
AVGOBroadcom Inc.
1.4%
AMDAdvanced Micro Devices Inc
1.3%
PANWPalo Alto Networks Inc
1.2%
MSFTMicrosoft Corp
1.1%
FFIVF5, Inc.
0.8%
P0.8%METAALABBoxes 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
NVDA NVIDIA Corp 3.2% HeldANET Arista Networks, Inc. 1.8% Added +3%AAPL Apple Inc. 1.7% HeldGOOGL Alphabet Inc. 1.7% HeldAVGO Broadcom Inc. 1.4% HeldAMD Advanced Micro Devices Inc 1.3% HeldPANW Palo Alto Networks Inc 1.2% Added +2%MSFT Microsoft Corp 1.1% HeldFFIV F5, Inc. 0.8% HeldP Everpure, Inc. 0.8% HeldMETA Meta Platforms, Inc. 0.8% HeldALAB Astera Labs, Inc. 0.8% Held
What changed
Biggest moves since Jun 30, 2026
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