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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 7 of 21  ·  407 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 OIL STATES INTL INC 4.75 04/01/2026 17,296,000.0 $17.3M 0.12% NEW $1.00
122 GRAF GLOBAL CORP CL A 1,500,000.0 $15.8M 0.10% NEW $10.54
123 JENA ACQUISITION CORP II A 1,550,000.0 $15.7M 0.10% NEW $10.15
124 PERIMETER ACQUIS CORP I CL A 1,500,000.0 $15.4M 0.10% NEW $10.25
125 TALON CAPITAL CORP 1,500,000.0 $15.0M 0.10% NEW $10.03
126 EGH ACQUISITION CO A 1,500,000.0 $15.0M 0.10% NEW $10.01
127 XOMETRY INC 1 02/01/2027 12,486,000.0 $15.0M 0.10% NEW $1.20
128 MCKINLEY ACQUISITION CORP 1,445,000.0 $14.4M 0.10% NEW $9.99
129 COHEN CIRCLE ACQUISIT II A 1,394,511.0 $14.2M 0.09% NEW $10.15
130 KCHV KOCHAV DEFENSE ACQUISITION A Financial Services 1,400,000.0 $14.0M 0.09% NEW $10.03 +2.7%
131 REPLIGEN CORP 1 12/15/2028 13,655,000.0 $13.8M 0.09% NEW $1.01
132 LAUNCH TWO ACQUISITION CL A 1,296,800.0 $13.5M 0.09% NEW $10.45
133 RDAG REPUBLIC DIGITAL ACQUIS CL A Financial Services 1,325,023.0 $13.5M 0.09% NEW $10.21 +0.6%
134 VARONIS SYSTEM INC 1 09/15/2029 144A 12,419,000.0 $13.4M 0.09% NEW $1.08
135 TACO BERTO ACQUISITION CORP Financial Services 1,250,000.0 $13.0M 0.09% NEW $10.41 -0.1%
136 K&F GROWTH ACQUISITION COR A 1,250,000.0 $12.8M 0.09% NEW $10.22
137 GSR IV ACQUISITION CORP 1,250,000.0 $12.7M 0.08% NEW $10.13
138 OTGA OTG ACQUISITION CORP I Financial Services 1,250,000.0 $12.6M 0.08% NEW $10.07 +0.5%
139 GTEN GORES HOLDINGS X INC CL A Financial Services 1,225,000.0 $12.5M 0.08% NEW $10.22 +1.3%
140 HENNESSY CAPITAL INVESTMENT 1,213,732.0 $12.4M 0.08% NEW $10.25
Page 7 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%