Linden Rose Investment LLC

Q3 2026 13F-HR Holdings

Location
Sugar Land, TX
Holdings as of
9/30/2026
Date filed
11/3/2026
Form type
13F-HR
Num holdings
8
Total value ($000)
$116,986
Net value change ($000)
-11,722 (-9.1%)
New positions
1
Sold out positions
1
Turnover %
10.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/5/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
NVDA 5,227 18.0%
INTC 1,527 NEW
MU 269 0.9%
Top Reduces (Value $000, Stocks/ETFs)
GOOGL -10,142 -100.0%
ROUNDHILL ETF TRUST -6,991 -18.1%
TSM -779 -4.4%
SNDK -645 -23.1%
MRVL -116 -11.3%
EWY -73 -9.6%
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.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type