Linden Thomas Advisory Services, LLC
Q3 2026 13F filing
Updated 17 days ago552 disclosed positions worth $1.3B
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | N NVIDIA CORPORATION | $39.9M | 174.8K | 3.17% | Trimmed(-0.3%) |
| 2 | A ARISTA NETWORKS INC | $22.8M | 112.1K | 1.81% | Added(+3.4%) |
| 3 | A APPLE INC | $21.3M | 63.8K | 1.69% | Added(+0.6%) |
| 4 | G ALPHABET INC | $20.8M | 60.4K | 1.65% | Added(+1.1%) |
| 5 | A BROADCOM INC | $17.9M | 51.0K | 1.42% | Added(+0.7%) |
| 6 | A ADVANCED MICRO DEVICES INC | $16.2M | 26.5K | 1.29% | Added(+1.3%) |
| 7 | P PALO ALTO NETWORKS INC | $15.5M | 39.1K | 1.24% | Added(+2.1%) |
| 8 | M MICROSOFT CORP | $14.3M | 27.8K | 1.13% | Added(+0.2%) |
| 9 | F F5 INC | $10.5M | 23.6K | 0.83% | Added(+1.2%) |
| 10 | E EVERPURE INC | $10.5M | 80.0K | 0.83% | Added(+0.8%) |
| 11 | M META PLATFORMS INC | $10.2M | 14.0K | 0.81% | Trimmed(-0.1%) |
| 12 | A ASTERA LABS INC | $9.8M | 27.7K | 0.78% | Added(+0.7%) |
| 13 | F FORTINET INC | $9.6M | 53.8K | 0.76% | Added(+1.4%) |
| 14 | T THERMO FISHER SCIENTIFIC INC | $9.4M | 13.9K | 0.75% | Added(+0.8%) |
| 15 | C CROWDSTRIKE HLDGS INC | $9.4M | 35.4K | 0.74% | Added(+298.7%) |
| 16 | C CISCO SYS INC | $8.2M | 76.2K | 0.65% | Added(+1.4%) |
| 17 | G CORNING INC | $8.2M | 53.0K | 0.65% | Added(+7.2%) |
| 18 | L LAM RESEARCH CORP | $8M | 24.4K | 0.64% | Added(+9.1%) |
| 19 | H HEICO CORP NEW | $8M | 26.3K | 0.63% | Added(+0.6%) |
| 20 | K KLA CORP | $7.9M | 40.7K | 0.63% | Trimmed(-0.1%) |
| 21 | H HEWLETT PACKARD ENTERPRISE C | $7.9M | 123.0K | 0.62% | Added(+1.1%) |
| 22 | M ALTRIA GROUP INC | $7.7M | 113.7K | 0.61% | Added(+1.2%) |
| 23 | L ELI LILLY & CO | $7.6M | 6.6K | 0.61% | Added(+4.4%) |
| 24 | M MATSON INC | $7.5M | 34.3K | 0.60% | Added(+4.6%) |
| 25 | R RESMED INC | $7.5M | 34.1K | 0.60% | Added(+1.2%) |
| 26 | X EXXONMOBIL HOLDINGS CORP | $7.3M | 45.1K | 0.58% | — |
| 27 | O OKTA INC | $7M | 33.3K | 0.55% | Added(+2.7%) |
| 28 | N SERVICENOW INC | $7M | 51.9K | 0.55% | Added(+1.8%) |
| 29 | C CADENCE DESIGN SYSTEM INC | $6.7M | 20.1K | 0.53% | Added(+1.3%) |
| 30 | V VISA INC | $6.6M | 18.4K | 0.53% | Added(+0.4%) |
| 31 | A APPLIED MATLS INC | $6.4M | 12.5K | 0.51% | Added(+1.0%) |
| 32 | D DATADOG INC | $6.4M | 23.2K | 0.51% | Added(+2.9%) |
| 33 | V VERIZON COMMUNICATIONS INC | $6.3M | 137.9K | 0.50% | Added(+1.3%) |
| 34 | G GE VERNOVA INC | $6.1M | 6.4K | 0.49% | Added(+9.3%) |
| 35 | D DEXCOM INC | $6M | 69.0K | 0.47% | Trimmed(-0.1%) |
| 36 | A AMPHENOL CORP | $5.8M | 68.9K | 0.46% | Added(+115.7%) |
| 37 | A ARCBEST CORP | $5.8M | 45.3K | 0.46% | Added(+5.6%) |
| 38 | T ATLASSIAN CORPORATION | $5.8M | 32.2K | 0.46% | Added(+2.9%) |
| 39 | S S&P GLOBAL INC | $5.7M | 14.6K | 0.46% | Added(+1.3%) |
| 40 | I INCYTE CORP | $5.7M | 47.3K | 0.46% | Added(+1.7%) |
| 41 | W WALMART INC | $5.5M | 52.7K | 0.43% | Added(+3.2%) |
| 42 | A ANALOG DEVICES INC | $5.4M | 13.5K | 0.43% | Added(+12.8%) |
| 43 | F FOX CORP | $5.4M | 85.5K | 0.43% | Added(+3.7%) |
| 44 | M MASTERCARD INCORPORATED | $5.4M | 9.7K | 0.43% | Added(+0.8%) |
| 45 | F WILLIAMS COS INC | $5.3M | 77.3K | 0.42% | Added(+1.3%) |
| 46 | N NVENT ELEC PLC | $5.2M | 32.5K | 0.41% | Added(+1.6%) |
| 47 | T TESLA INC | $5.1M | 14.5K | 0.41% | Trimmed(-1.0%) |
| 48 | C COSTCO WHOLESALE CORPORATION | $5M | 5.5K | 0.40% | Added(+3.6%) |
| 49 | C SALESFORCE INC | $5M | 21.7K | 0.40% | Added(+0.2%) |
| 50 | R ROGERS CORP | $4.9M | 32.0K | 0.39% | Added(+7.7%) |