Q2 2026 13F · SEC CIK 1833819
Linden Rose Investment LLC
Investment managerFiled 2026-08-05 for Q2 2026. Open the filing ↗ · All SEC filings ↗
- Reported 13F value
- $128.7M
- Reported positions
- 8
- Holdings vs S&P 500, 3 yrs
- —
- Average holding period
- 2 qtrs
Linden Rose Investment LLC is an investment manager that reported 8 positions worth $128.7M in its Q2 2026 13F, filed 2026-08-05. Its largest holdings were Roundhill ETF Trust (DRAM, 29.9%), Nvidia Corporation Com (NVDA, 22.6%), Micron Technology Inc (MU, 22.4%).
Linden Rose Investment LLC holdings all 8 positions.
Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.
| Stock | % of 13F value | Share change | Reported value |
|---|---|---|---|
| DRAMRoundhill ETF Trust | 29.9% | — | $38.5M |
| NVDANvidia Corporation Com | 22.6% | -38.8% | $29.1M |
| MUMicron Technology Inc | 22.4% | +39.0% | $28.8M |
| TSMTaiwan Semiconductor Manufac | 13.6% | -1.4% | $17.5M |
| GOOGLAlphabet Inc | 7.9% | -45.0% | $10.1M |
| SNDKSandisk Corp | 2.2% | +2.3% | $2.8M |
| MRVLMarvell Technology Inc | 0.8% | — | $1.0M |
| EWYIshares Inc | 0.6% | -2.2% | $764K |
What Linden Rose Investment LLC bought and sold in Q2 2026, against Q1 2026.
New positions
- DRAM Roundhill ETF Trust29.9% of 13F
- MRVL Marvell Technology Inc0.8% of 13F
Added to
- MU Micron Technology Inc+39.0% shares
Reduced
- GOOGL Alphabet Inc-45.0% shares
- NVDA Nvidia Corporation Com-38.8% shares
Sold out
Nothing sold out.
Share counts compared with the Q1 2026 13F; a split also changes share counts.
How the holdings did against the S&P 500.
- 1 year
- —
- 3 years
- —
- 5 years
- —
A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.
Reported 13F value by quarter.
| Quarter | 13F value | Positions |
|---|---|---|
| Q2 2026 | $128.7M | 8 |
| Q1 2026 | $76.2M | 6 |
| Q4 2025 | $120.3M | 7 |
| Q3 2021 | $92.9M | 8 |
| Q2 2021 | $99.4M | 6 |
| Q1 2021 | $105.0M | 6 |
| Q4 2020 | $104.1M | 6 |
Questions about Linden Rose Investment LLC's portfolio
What stocks does Linden Rose Investment LLC own?
Linden Rose Investment LLC's latest 13F, for Q2 2026 and filed Aug 5, 2026, lists 8 positions worth $128.7M. The largest are Roundhill ETF Trust (DRAM) at 29.9%, Nvidia Corporation Com (NVDA) at 22.6%, Micron Technology Inc (MU) at 22.4%, Taiwan Semiconductor Manufac (TSM) at 13.6% and Alphabet Inc (GOOGL) at 7.9%.
What did Linden Rose Investment LLC buy last quarter?
In Q2 2026, Linden Rose Investment LLC added a new position in Roundhill ETF Trust (DRAM), a new position in Marvell Technology Inc (MRVL) and Micron Technology Inc (MU) (+39.0% shares), compared with its Q1 2026 filing.
What did Linden Rose Investment LLC sell last quarter?
In Q2 2026, Linden Rose Investment LLC Alphabet Inc (GOOGL) (-45.0% shares) and Nvidia Corporation Com (NVDA) (-38.8% shares), compared with its Q1 2026 filing.
When is Linden Rose Investment LLC's next 13F filing due?
13F filings are due 45 days after each quarter ends. Linden Rose Investment LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.