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Linden顾问 · 13F 持仓分析
期权收益计算器 机构排行

Linden顾问

LINDEN ADVISORS LPNo.396 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$193.03亿
环比变动 Q1 2026
+$14.42亿+8.1%
持仓股票数
637
新买入
157
加仓
70
减仓
45
清仓
82
持股不变
365
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
VVishay IntertechnologyVSH
4.3%1.27%$8.29亿4.18亿股$2.28亿2.37亿股+1.81亿股+76.69%加仓
MMKS, Inc.MKSI
3.07%1.85%$5.93亿2.01亿股$3.30亿1.99亿股+245.6万股+1.23%加仓
SSiTimeSITM
3.06%$5.91亿5.34亿股$00股+5.34亿股新买入
Guardant HealthGH
2.66%1.09%$5.14亿2.04亿股$1.95亿1.16亿股+8,851.0万股+76.42%加仓
CCENTRUS ENERGYLEU
2.3%2.74%$4.45亿2.24亿股$4.89亿2.40亿股-1,587.2万股-6.62%减仓
AApplied Digital CorporationAPLD
2.05%1.94%$3.96亿9,946.6万股$3.46亿1.31亿股-3,106.4万股-23.80%减仓
SSolaris Oilfield Infrastructure Inc
1.9%1.36%$3.67亿2.26亿股$2.42亿1.94亿股+3,205.2万股+16.54%加仓
SSphere EntertainmentSPHR
1.82%1.57%$3.51亿7,145.2万股$2.81亿8,354.0万股-1,208.8万股-14.47%减仓
VVeeco InstrumentsVECO
1.63%0.67%$3.15亿1.18亿股$1.20亿8,680.0万股+3,140.7万股+36.18%加仓
SSOLAREDGE TECHNOLOGIESSEDG
1.55%0.96%$2.99亿1.55亿股$1.71亿9,947.3万股+5,597.5万股+56.27%加仓
PPENGUIN SOLUTIONSPENG
1.44%0.19%$2.77亿9,786.9万股$3,367.7万3,350.0万股+6,436.9万股+192.15%加仓
UUnityU
1.42%1.54%$2.73亿2.41亿股$2.76亿2.76亿股-3,425.0万股-12.43%减仓
BBridgeBioBBIO
1.38%1.5%$2.66亿2.40亿股$2.68亿2.39亿股+62.9万股+0.26%加仓
RRiot PlatformsRIOT
1.38%0.8%$2.66亿1.32亿股$1.44亿1.24亿股+767.4万股+6.17%加仓
CCleanSparkCLSK
1.34%1.04%$2.58亿1.98亿股$1.86亿1.91亿股+631.5万股+3.30%加仓
CCelcuityCELC
1.32%1.27%$2.54亿1.13亿股$2.26亿9,271.5万股+2,018.6万股+21.77%加仓
超微电脑SMCI
1.3%$2.51亿2.82亿股$00股+2.82亿股新买入
CCIPHER MININGCIFR
1.28%0.76%$2.47亿4,400.0万股$1.36亿4,400.0万股00.00%持仓不变
AffirmAFRM
1.28%1.36%$2.46亿2.11亿股$2.43亿2.60亿股-4,871.0万股-18.76%减仓
IINTEGERITGR
1.27%1.36%$2.46亿2.54亿股$2.44亿2.54亿股+31.8万股+0.13%加仓
PPELOTON INTERACTIVEPTON
1.17%1.05%$2.26亿1.39亿股$1.87亿1.40亿股-30.0万股-0.21%减仓
RRubrik, Inc.RBRK
1.15%$2.23亿2.18亿股$00股+2.18亿股新买入
SSUNRUNRUN
1.14%1.15%$2.21亿1.86亿股$2.06亿1.73亿股+1,334.9万股+7.73%加仓
IIRENIREN
1.13%$2.18亿6,168.8万股$00股+6,168.8万股新买入
SSYNAPTICSSYNA
1.13%0.3%$2.17亿1.46亿股$5,307.8万5,130.0万股+9,493.8万股+185.06%加仓
MMAKEMYTRIP LIMITED MAURITIUSMMYT
1.12%$2.15亿2.37亿股$00股+2.37亿股新买入
GGDS
1.06%$2.05亿1.70亿股$00股+1.70亿股新买入
UUPSTARTUPST
1.06%0.97%$2.04亿1.78亿股$1.73亿1.77亿股+150.0万股+0.85%加仓
MicroStrategy IncMSTR
1.01%0.94%$1.95亿2.20亿股$1.68亿1.92亿股+2,800.0万股+14.57%加仓
StrategyMSTR
1.01%1.18%$1.95亿1.91亿股$2.10亿1.82亿股+872.2万股+4.78%加仓
SSOLARIS ENERGY INFRASSEI
1.01%0.65%$1.94亿6,066.9万股$1.15亿4,866.9万股+1,200.0万股+24.66%加仓
AAEROVIRONMENTAVAV
0.97%0.98%$1.88亿1.98亿股$1.74亿1.77亿股+2,044.1万股+11.52%加仓
EECHOSTARECHO
0.95%$1.83亿5,851.7万股$00股+5,851.7万股新买入
SSilvercorp MetalsSVM
0.94%1.08%$1.82亿7,476.8万股$1.92亿7,476.8万股00.00%持仓不变
HHaemoneticsHAE
0.93%1.01%$1.79亿1.77亿股$1.81亿1.89亿股-1,249.0万股-6.59%减仓
CCOLLEGIUM PHARMACEUTICALCOLL
0.89%0.88%$1.72亿1.39亿股$1.58亿1.36亿股+350.0万股+2.58%加仓
OON Semiconductor CorporationON
0.87%$1.69亿1.40亿股$00股+1.40亿股新买入
AAPPLIED OPTOELECTRONICSAAOI
0.86%$1.65亿4,679.1万股$00股+4,679.1万股新买入
BBLACKBERRYBB
0.82%0.27%$1.58亿4,855.9万股$4,794.0万4,147.1万股+708.8万股+17.09%加仓
OOSI SYSTEMSOSIS
0.79%0.98%$1.53亿1.14亿股$1.75亿1.14亿股00.00%持仓不变
FFastlyFSLY
0.79%0.98%$1.52亿1.05亿股$1.75亿9,400.0万股+1,071.0万股+11.39%加仓
IIREN LIMITEDIREN
0.78%0.66%$1.50亿5,205.7万股$1.18亿5,177.7万股+28.0万股+0.54%加仓
XXOMETRYXMTR
0.77%$1.48亿6,670.5万股$00股+6,670.5万股新买入
SSTRIDELRN
0.74%0.81%$1.42亿8,395.2万股$1.45亿8,395.2万股00.00%持仓不变
Sirius XMFWONK
0.73%1.44%$1.42亿1.23亿股$2.58亿2.49亿股-1.26亿股-50.52%减仓
PProgress SoftwarePRGS
0.69%0.76%$1.33亿1.38亿股$1.36亿1.52亿股-1,448.1万股-9.51%减仓
MicroStrategy IncMSTR
0.65%0.71%$1.26亿1.31亿股$1.26亿1.23亿股+822.5万股+6.68%加仓
JJOBY AVIATIONJOBY
0.64%0.38%$1.24亿1.36亿股$6,855.5万7,975.0万股+5,619.8万股+70.47%加仓
PPacira BioSciencesPCRX
0.63%0.66%$1.22亿1.21亿股$1.18亿1.21亿股00.00%持仓不变
TT1 EnergyTE
0.63%0.35%$1.21亿7,165.0万股$6,188.0万5,890.0万股+1,275.0万股+21.65%加仓

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