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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 5 of 21  ·  407 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 BLACKBERRY LTD 3 02/15/2029 41,471,000.0 $61.6M 0.41% NEW $1.49
82 ETSY INC 0.125 09/01/2027 66,057,000.0 $60.9M 0.41% NEW $0.92
83 NIO INC 4.625 10/15/2030 56,282,000.0 $59.3M 0.40% NEW $1.05
84 CELCUITY INC 2.75 08/01/2031 42,750,000.0 $57.1M 0.38% NEW $1.34
85 TANDEM DIABETES CARE INC 1.5 03/15/2029 144A 63,683,000.0 $55.8M 0.37% NEW $0.88
86 FLUOR CORP 1.125 08/15/2029 46,413,000.0 $55.2M 0.37% NEW $1.19
87 WISDOMTREE INC 3.25 08/15/2029 144A 38,409,000.0 $50.2M 0.34% NEW $1.31
88 RAPID7 INC 1.25 03/15/2029 56,138,000.0 $50.1M 0.33% NEW $0.89
89 GRANITE CONSTRUCTION INC 3.75 05/15/2028 20,431,000.0 $49.2M 0.33% NEW $2.41
90 CERENCE INC 1.5 07/01/2028 57,225,000.0 $47.7M 0.32% NEW $0.83
91 IMPINJ INC 1.125 05/15/2027 28,405,000.0 $47.5M 0.32% NEW $1.67
92 Q2 HOLDINGS INC 0.75 06/01/2026 44,817,000.0 $46.1M 0.31% NEW $1.03
93 NIO INC 3.875 10/15/2029 41,532,000.0 $44.4M 0.30% NEW $1.07
94 ZIFF DAVIS INC 3.625 03/01/2028 144A 45,586,000.0 $44.1M 0.29% NEW $0.97
95 LITHIUM ARGENTINA AG 1.75 01/15/2027 47,355,000.0 $42.4M 0.28% NEW $0.90
96 SNAP INC 0.125 03/01/2028 45,400,000.0 $40.6M 0.27% NEW $0.89
97 ON SEMICONDUCTOR CORP 0.5 03/01/2029 39,131,000.0 $36.2M 0.24% NEW $0.93
98 SAREPTA THERAPEUTICS INC 1.25 09/15/2027 40,510,000.0 $35.6M 0.24% NEW $0.88
99 UPWORK INC 0.25 08/15/2026 35,244,000.0 $34.1M 0.23% NEW $0.97
100 CORE SCIENTIFIC INC 27 2,813,335.0 $32.5M 0.22% NEW $11.56
Page 5 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%