Institutional Fund
Linden Rose Investment LLC
Sugar Land, TXCIK 18338192 filings on record
Portfolio Value
$76.20M
Q1 2026
Holdings
6
Reported positions
New Buys
3
Opened this quarter
QoQ Change
-36.7%
from $120.34M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Nvidia Corporation54.4%
- Alphabet Inc19.5%
- Taiwan Semiconductor Mfg Ltd16.5%
- Micron Technology Inc8.0%
- Sandisk Corp1.0%
- Ishares Inc0.6%
Portfolio Holdings
6 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corporation | 237.7K | $41.46M | 54.4% | −30.1K | Reduced |
| 2 | Alphabet Inc | 51.6K | $14.85M | 19.5% | +11.5K | Added |
| 3 | Taiwan Semiconductor Mfg Ltd | 37.2K | $12.59M | 16.5% | +25.7K | Added |
| 4 | Micron Technology Inc | 18.0K | $6.07M | 8.0% | +18.0K | New |
| 5 | Sandisk Corp | 1.2K | $762.4K | 1.0% | +1.2K | New |
| 6 | Ishares Inc | 3.9K | $475.6K | 0.6% | +3.9K | New |