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Portfolio (Quarterly) Guide ↗

Linden Advisors LP

· CIK 0001279396
13F Portfolio $15.0B AUM Filed Nov 14, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 407 New
Page 3 of 21  ·  407 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 IRHYTHM TECHNOLOGIES INC 1.5 09/01/2029 92,086,000.0 $126.4M 0.84% NEW $1.37
42 WORKIVA INC 1.25 08/15/2028 125,275,000.0 $123.9M 0.83% NEW $0.99
43 ETSY INC 0.25 06/15/2028 132,000,000.0 $117.3M 0.78% NEW $0.89
44 LIVANOVA PLC 2.5 03/15/2029 102,415,000.0 $110.3M 0.73% NEW $1.08
45 BRIDGEBIO PHARMA INC 2.5 03/15/2027 78,430,000.0 $110.2M 0.73% NEW $1.41
46 PAGERDUTY INC 1.5 10/15/2028 111,736,000.0 $109.5M 0.73% NEW $0.98
47 WAYFAIR INC 3.5 11/15/2028 52,084,000.0 $108.1M 0.72% NEW $2.08
48 PACIRA BIOSCIENCES INC 2.125 05/15/2029 106,220,000.0 $107.7M 0.72% NEW $1.01
49 VEECO INSTRUMENTS INC 2.875 06/01/2029 82,575,000.0 $105.9M 0.71% NEW $1.28
50 COINBASE GLOBAL INC 0.25 04/01/2030 144A 84,176,000.0 $105.9M 0.71% NEW $1.26
51 ENPHASE ENERGY INC 0 03/01/2028 121,632,000.0 $105.5M 0.70% NEW $0.87
52 FORTUNA MINING CORP 3.75 06/30/2029 144A 66,743,000.0 $104.8M 0.70% NEW $1.57
53 TRAVERE THERAPEUTICS INC 2.25 03/01/2029 90,506,000.0 $102.3M 0.68% NEW $1.13
54 STRIDE INC 1.125 09/01/2027 35,792,000.0 $101.3M 0.68% NEW $2.83
55 ENOVIS CORP 3.875 10/15/2028 101,748,000.0 $100.4M 0.67% NEW $0.99
56 ANI PHARMACEUTICALS INC 2.25 09/01/2029 144A 71,000,000.0 $99.8M 0.67% NEW $1.41
57 WEIBO CORP 1.375 12/01/2030 74,926,000.0 $97.1M 0.65% NEW $1.30
58 GUARDANT HEALTH INC 0 11/15/2027 96,940,000.0 $93.4M 0.62% NEW $0.96
59 EVOLENT HEALTH INC 3.5 12/01/2029 114,600,000.0 $92.3M 0.61% NEW $0.81
60 JAMF HOLDING CORP 0.125 09/01/2026 90,840,000.0 $87.3M 0.58% NEW $0.96
Page 3 of 21  ·  407 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 81.0%
Technology 7.7%
Real Estate 5.0%
Consumer Cyclical 2.6%
Healthcare 1.7%
Basic Materials 1.0%
Communication Services 0.7%
Industrials 0.3%