Linden Advisors LP
New York NY · SEC CIK 0001279396
$178.61亿2026Q1 申报市值
563持仓数
29.6%前十大占比 · 第一大 8.4%
160 / 64新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
U 新建仓+$2.76亿
ITGR 新建仓+$2.44亿
BBIO 新建仓+$2.25亿
FSLY 新建仓+$1.75亿
STRATEGY INC 0 0 新建仓+$1.68亿
2026Q1 卖出最多 按季末市值估算
LI AUTO INC 0.25 减仓-$2.53亿
EXACT SCIENCES C 清仓-$2.45亿
ALIBABA GROUP HO 清仓-$2.17亿
VAC 减仓-$1.49亿
WDC 清仓-$1.19亿
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| — | STRATEGY INC 0 03/01/2030 | $1.68亿 | 0.94% | 192,225,000 | 192,225,000 | — | $1.68亿 | 新建仓 |
| SEDG | SOLAR EDGE TECHNOLOGIES 2.25 07/01/2029 | $1.71亿 | 0.96% | 99,473,000 | 36,135,000 | 57.1% | $6,212.54万 | 加仓 |
| UPST | UPSTART HOLDINGS INC 2 10/01/2029 144A | $1.73亿 | 0.97% | 176,645,000 | -10,500,000 | -5.6% | -$1,029.76万 | 减仓 |
| AVAV | AEROVIRONMENT INC 0 07/15/2030 | $1.74亿 | 0.98% | 177,364,000 | 24,400,000 | 16.0% | $2,398.72万 | 加仓 |
| OSIS | OSI SYSTEMS INC 2.25 08/01/2029 | $1.75亿 | 0.98% | 114,046,000 | 0 | 0.0% | — | 不变 |
| FSLY | FASTLY INC 7.75 06/01/2028 | $1.75亿 | 0.98% | 94,000,000 | 94,000,000 | — | $1.75亿 | 新建仓 |
| — | HAEMONETICS CORP 2.5 06/01/2029 | $1.81亿 | 1.01% | 189,401,000 | -6,503,000 | -3.3% | -$619.87万 | 减仓 |
| — | CLEANSPARK INC 0 06/15/2030 144A | $1.86亿 | 1.04% | 191,496,000 | -18,000,000 | -8.6% | -$1,750.60万 | 减仓 |
| PTON | PELOTON INTERACTIVE INC 5.5 12/01/2029 | $1.87亿 | 1.05% | 139,590,000 | 1,947,000 | 1.4% | $261.35万 | 加仓 |
| SVM | SILVERCORP METALS INC 4.75 12/15/2029 144A | $1.92亿 | 1.08% | 74,768,000 | 9,500,000 | 14.6% | $2,443.47万 | 加仓 |
| GH | GUARDANT HEALTH INC 1.25 02/15/2031 | $1.95亿 | 1.09% | 115,820,000 | 34,000,000 | 41.6% | $5,720.48万 | 加仓 |
| BILL | BILL HOLDINGS INC 0 04/01/2030 144A | $1.99亿 | 1.12% | 223,559,000 | -90,648,000 | -28.8% | -$8,075.75万 | 减仓 |
| — | ASCENDIS PHARMA A/S 2.25 04/01/2028 | $2.05亿 | 1.15% | 139,570,000 | 2,173,000 | 1.6% | $319.92万 | 加仓 |
| RUN | SUNRUN INC 4 03/01/2030 144A | $2.06亿 | 1.15% | 172,585,000 | 18,324,000 | 11.9% | $2,184.62万 | 加仓 |
| — | STRATEGY INC NOTE 0.625 3/1 | $2.10亿 | 1.18% | 182,440,000 | -40,000,000 | -18.0% | -$4,608.99万 | 减仓 |
| BBIO | BRIDGEBIO PHARMA INC 1.75 03/01/2031 144A | $2.25亿 | 1.26% | 132,723,000 | 132,723,000 | — | $2.25亿 | 新建仓 |
| CELC | CELCUITY INC 2.75 08/01/2031 | $2.26亿 | 1.27% | 92,715,000 | -657,000 | -0.7% | -$160.43万 | 减仓 |
| VSH | VISHAY INTERTECHNOLOGY 2.25 09/15/2030 | $2.28亿 | 1.27% | 236,601,000 | 28,563,000 | 13.7% | $2,746.46万 | 加仓 |
| — | SOLARIS ENERGY INFRASTRU 0.25 10/01/2031 | $2.42亿 | 1.36% | 193,774,000 | 5,174,000 | 2.7% | $647.23万 | 加仓 |
| AFRM | AFFIRM HOLDINGS INC 0.75 12/15/2029 | $2.43亿 | 1.36% | 259,623,000 | 3,915,000 | 1.5% | $365.98万 | 加仓 |
| ITGR | INTEGER HOLDINGS CORP 1.875 03/15/2030 144A | $2.44亿 | 1.36% | 253,838,000 | 253,838,000 | — | $2.44亿 | 新建仓 |
| — | STRATEGY INC NOTE 12/0 | $2.45亿 | 1.37% | 293,133,000 | 90,500,000 | 44.7% | $7,554.83万 | 加仓 |
| — | LIBERTY MEDIA CORP 3.75 03/15/2028 | $2.58亿 | 1.44% | 249,419,000 | 0 | 0.0% | — | 不变 |
| BBIO | BRIDGEBIO PHARMA INC 2.25 02/01/2029 | $2.68亿 | 1.50% | 239,048,000 | 25,000,000 | 11.7% | $2,807.89万 | 加仓 |
| U | UNITY SOFTWARE INC 0 03/15/2030 | $2.76亿 | 1.54% | 275,607,000 | 275,607,000 | — | $2.76亿 | 新建仓 |
| SPHR | SPHERE ENTERTAINMENT CO 3.5 12/01/2028 | $2.81亿 | 1.57% | 83,540,000 | 1,250,000 | 1.5% | $420.79万 | 加仓 |
| MKSI | MKS INC 1.25 06/01/2030 | $3.30亿 | 1.85% | 198,888,000 | -14,231,000 | -6.7% | -$2,359.66万 | 减仓 |
| APLD | APPLIED DIGITAL CORP 2.75 06/01/2030 | $3.46亿 | 1.94% | 130,530,000 | 95,000 | 0.1% | $25.22万 | 加仓 |
| LEU | CENTRUS ENERGY CORP 2.25 11/01/2030 | $4.89亿 | 2.74% | 239,902,000 | 0 | 0.0% | — | 不变 |
| LITE | LUMENTUM HOLDINGS INC 0.5 12/15/2026 | $5.95亿 | 3.33% | 84,348,000 | -5,383,000 | -6.0% | -$3,799.98万 | 减仓 |
| LITE | LUMENTUM HOLDINGS INC 1.5 12/15/2029 | $9.44亿 | 5.29% | 93,648,000 | 312,000 | 0.3% | $314.62万 | 加仓 |
| LITE | LUMENTUM HOLDINGS INC 0.5 06/15/2028 | $15.06亿 | 8.43% | 281,381,000 | -2,840,000 | -1.0% | -$1,520.36万 | 减仓 |