Linden Rose Investment LLC reported 8 holdings worth US$129M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 5, 2026
Linden Rose Investment LLC reported 8 holdings worth US$129M as of Jun 30, 2026. Largest: Nvidia Corporation, Micron Technology, Inc. and Taiwan Semiconductor Manufacturing Co., Ltd. Filed Aug 5, 2026 (Form 13F).
- Holdings
- 8
- Value as reported
- US$129M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Nvidia Corporation | 145K | US$29.1M | 22.6% |
| Micron Technology, Inc. | 24,981 | US$28.8M | 22.4% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 36,732 | US$17.5M | 13.6% |
| Alphabet Inc (google) Class C | 28,379 | US$10.1M | 7.9% |
| Sandisk Corporation | 1,228 | US$2.79M | 2.2% |
| Marvell Technology, Inc. | 3,452 | US$1.03M | 0.80% |