1y return+6.7%S&P 500 +20.9%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since September 30, 2023: $122 against $175 in the S&P 500.2
Linden Advisors LPS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| GOOGAlphabet Inc Cl C | $111.1M | 4.8% | New |
| GOOGLAlphabet Inc Cl A | $110.8M | 4.8% | New |
| HOODRobinhood Markets Inc A | $22.7M | 1.0% | New |
| Silverbox Corp Iv ACUSIP G81354105 | $21.6M | 0.9% | |
| Lionheart Holdings Cl ACUSIP G5501C109 | $21.5M | 0.9% | New |
| Inflection Point AcquisitionCUSIP G47875102 | $19.2M | 0.8% | |
| Thayer Ventures Acquis Cl ACUSIP G87890102 | $18.1M | 0.8% | |
| Lafayette Digital AcquisitioCUSIP G5345D107 | $18.0M | 0.8% | |
| Futurecorp Space AcquisitionCUSIP G37307124 | $17.7M | 0.8% | New |
| Ares Acquisition Corp IIICUSIP G3303U112 | $17.6M | 0.8% | New |
| Range Capital Acquisit Cl ACUSIP G7375J103 | $17.4M | 0.8% | |
| Idea Acquisition Corp Cl ACUSIP G4727U100 | $17.3M | 0.7% | New |
| Berto Acquisition Corp IICUSIP G1051M126 | $17.2M | 0.7% | New |
| Collective Acquis Corp Cl ACUSIP G22741105 | $16.8M | 0.7% | New |
| Talon Capital Corp Cl ACUSIP G86652107 | $16.7M | 0.7% | |
| Graf Global Corp Cl ACUSIP G4036C106 | $16.3M | 0.7% | |
| D Boral Arc Acquisit Cl ACUSIP G2616F101 | $16.3M | 0.7% | −2.6% |
| Jena Acquisition Corp II ACUSIP G5093B105 | $16.1M | 0.7% | |
| Bleichroeder Acquis II Cl ACUSIP G1170E104 | $16.0M | 0.7% | |
| Art Technology Acquisit Cl ACUSIP G0579E103 | $15.9M | 0.7% | |
| Soren Acquisition Corp Cl ACUSIP G8274J103 | $15.9M | 0.7% | |
| Berto Acquisition CorpCUSIP G1051H101 | $15.7M | 0.7% | |
| Columbus Circle Capital Co ACUSIP G2296M103 | $15.7M | 0.7% | +55.0% |
| Perimeter Acquis Corp I Cl ACUSIP G7010A129 | $15.6M | 0.7% | |
| Inflection Point AcquisitionCUSIP G4790S107 | $15.5M | 0.7% | New |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| Graf Global Corp Cl ACUSIP G4036C106 | December 31, 2024 | +7.5% | $16.3M |
| Silverbox Corp Iv ACUSIP G81354105 | December 31, 2024 | +7.1% | $21.6M |
| Hennessy Capital InvestmentCUSIP G4405D107 | March 31, 2025 | +5.8% | $15.3M |
| D Boral Arc Acquisit Cl ACUSIP G2616F101 | September 30, 2025 | +5.0% | $16.3M |
| Kochav Defense Acquisition ACUSIP G5304D106 | September 30, 2025 | +3.4% | $14.5M |
| Columbus Circle Capital Co ACUSIP G2296M103 | March 31, 2026 | +3.2% | $15.7M |
| Bleichroeder Acquis II Cl ACUSIP G1170E104 | March 31, 2026 | +3.0% | $16.0M |
| Thayer Ventures Acquis Cl ACUSIP G87890102 | September 30, 2025 | +2.8% | $18.1M |
| Egh Acquisition Co ACUSIP G2946P100 | September 30, 2025 | +2.8% | $15.4M |
| Perimeter Acquis Corp I Cl ACUSIP G7010A129 | June 30, 2025 | +2.5% | $15.6M |
Sold off last quarter
- Nextera Energy IncCUSIP 65339F655 was $110.6M
- CRGYCrescent Energy Inc A was $17.9M
- CORZWCore Scientific Inc 27 was $17.6M
- Idea Acquisition CorpCUSIP G4727U126 was $17.3M
- Inflection Point AcquisitionCUSIP G4790S123 was $15.2M
- Armada Acquisition Corp IIICUSIP G0R38M127 was $14.0M
- Abony Acquisition Corp ICUSIP G00582125 was $13.4M
- Hcm Iv Acquisition CorpCUSIP G4365S128 was $12.5M
- A Paradise Acquisition ACUSIP G04819101 was $12.2M
- Live Oak Acquisition Corp ACUSIP G5509P102 was $11.4M
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +2.7% | +14.8% |
| March 31, 2026 | −0.1% | −4.6% |
| December 31, 2025 | −0.1% | +2.4% |
| September 30, 2025 | +4.2% | +7.8% |
| June 30, 2025 | +8.5% | +10.5% |
| March 31, 2025 | −6.5% | −4.6% |
| December 31, 2024 | +5.9% | +2.1% |
| September 30, 2024 | +10.2% | +5.4% |
| June 30, 2024 | −5.1% | +4.0% |
| March 31, 2024 | +0.4% | +10.0% |
| December 31, 2023 | +1.0% | +11.2% |
| June 30, 2023 | +0.6% | +8.3% |
| September 30, 2022 | +0.3% | −5.3% |
| June 30, 2022 | −0.5% | −16.5% |
| March 31, 2022 | −1.3% | −4.9% |
| December 31, 2021 | −2.1% | +10.7% |
| September 30, 2021 | −2.4% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Linden Advisors LP Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1279396&type=13F-HR&dateb=&owner=include&count=40CIK 1279396
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1279396/000119312526350767/Filed August 14, 2026 · accession 0001193125-26-350767