Funds · 13F filer · Sugar Land, TX

Linden Rose Investment LLC

$128.7M in 8 U.S. stocks and ETFs at the end of June 30, 2026, as reported to the SEC.1

Returns–Not enough quarters yet

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.

Top holdings

At the end of June 30, 2026. Change is in shares since the quarter before.2

StockValueShare of portfolioChange
DRAMRoundhill Etf Trust$38.5M29.9%New
NVDANvidia Corporation$29.1M22.6%−38.8%
MUMicron Technology Inc$28.8M22.4%+39.0%
TSMTaiwan Semiconductor Mfg Ltd$17.5M13.6%−1.4%
GOOGLAlphabet Inc$10.1M7.9%−45.0%
SNDKSandisk Corp$2.8M2.2%+2.3%
MRVLMarvell Technology Inc$1.0M0.8%New
EWYIshares Inc$764K0.6%−2.2%

Best picks still held

How each current holding has done since the quarter it first appeared in its filings (up to six years back).

StockHeld sinceReturn sinceNow worth
EWYIshares IncMarch 31, 2026+64.1%$764K
TSMTaiwan Semiconductor Mfg LtdDecember 31, 2025+57.2%$17.5M
GOOGLAlphabet IncDecember 31, 2025+14.2%$10.1M
NVDANvidia CorporationDecember 31, 2025+7.3%$29.1M

Quarter by quarter

QuarterIts picksS&P 500
June 30, 2026+21.9%+14.8%
March 31, 2026−7.0%−4.6%
March 31, 2023+21.7%+7.0%
December 31, 2022−10.6%+7.1%
September 30, 2022−1.9%−5.3%
June 30, 2022−25.4%−16.5%
March 31, 2022−1.1%−4.9%
December 31, 2021−25.8%+10.7%
September 30, 2021−3.7%+0.3%

Sources

Every number on this page points here. Each one links to the public record.

  1. 1
    CIK 1833819
  2. 2
    Filed August 5, 2026 · accession 0001833819-26-000005