LINDEN ADVISORS LP
Q2 2026 13F-HR Holdings
Net value change ($000)
+1,443,476
(8.1%)
New positions
137
Sold out positions
66
Turnover %
55.1%
Sector allocation + QoQ delta (equities-only)
Snapshot: Change Analysis
Compared to Q1 2026
Methodology:
sector metrics are equities-only;
instrument mix chart is ex-options;
options exposure is shown separately.
Why this matters.
Top Adds (Value $000, Stocks/ETFs)
| GOOGL | 111,115 | NEW |
| GOOGL | 110,778 | NEW |
| HOOD | 22,736 | NEW |
| CUB | 21,540 | NEW |
| FUTURECORP SPACE ACQUISITION | 17,728 | NEW |
| ARES ACQUISITION CORP III | 17,588 | NEW |
| IDEA ACQUISITION CORP CL A | 17,325 | NEW |
| BERTO ACQUISITION CORP II | 17,187 | NEW |
| COLLECTIVE ACQUIS CORP CL A | 16,830 | NEW |
| INFLECTION POINT ACQUISITION | 15,510 | NEW |
Top Reduces (Value $000, Stocks/ETFs)
| NEE | -110,609 | -100.0% |
| CRGY | -17,910 | -100.0% |
| CORZ | -17,607 | -100.0% |
| IDEA ACQUISITION CORP | -17,343 | -100.0% |
| INFLECTION PT ACQUISIT CORP | -15,180 | -100.0% |
| ARMADA ACQUISITION CORP III | -13,986 | -100.0% |
| ABONY ACQUISITION CORP I | -13,419 | -100.0% |
| HCM IV ACQUISITION CORP | -12,531 | -100.0% |
| APAD | -12,204 | -100.0% |
| LOKV | -11,440 | -100.0% |
Instrument mix + QoQ Δ (ex-options)
How this table is calculated:
SEC
VALUE ($000) is used as reported.
For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received.
Column % is bucket-based:
non-options share is calculated inside non-option total, options share is calculated inside options total.
Details.
Filter:
Instrument:
| Issuer Name | Ticker | Sector | Industry | Class | History | Value ($000) | % | Shares | Shares Δ | Shares Δ% | Value Δ ($000) | Value Δ% | Principal | Option Type |
|---|