Linden Advisors LP
New York NY · SEC CIK 0001279396
$193.04亿2026Q2 申报市值
638持仓数
24.4%前十大占比 · 第一大 4.3%
162 / 92新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
SITM 新建仓+$5.91亿
VSH 加仓+$3.60亿
SUPER MICRO COMP 新建仓+$2.51亿
GH 加仓+$2.23亿
RBRK 新建仓+$2.23亿
2026Q2 卖出最多 按季末市值估算
LITE 减仓-$18.37亿
LITE 减仓-$11.40亿
LITE 清仓-$5.95亿
STRATEGY INC NOT 减仓-$2.39亿
BBIO 清仓-$2.25亿
2026Q2 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 NOTE 0.625 3/1 | $1.95亿 | 1.01% | 191,162,000 | 8,722,000 | 4.8% | $891.11万 | 加仓 |
| — | STRATEGY INC 0 03/01/2030 | $1.95亿 | 1.01% | 220,225,000 | 28,000,000 | 14.6% | $2,484.77万 | 加仓 |
| UPST | UPSTART HOLDINGS INC 2 10/01/2029 144A | $2.04亿 | 1.06% | 178,145,000 | 1,500,000 | 0.8% | $171.62万 | 加仓 |
| — | GDS HOLDINGS LIMITED 2.25 06/01/2032 | $2.05亿 | 1.06% | 170,027,000 | 170,027,000 | — | $2.05亿 | 新建仓 |
| — | MAKEMYTRIP LIMITED 0 07/01/2030 144A | $2.15亿 | 1.12% | 236,590,000 | 236,590,000 | — | $2.15亿 | 新建仓 |
| SYNA | SYNAPTICS INC 0.75 12/01/2031 | $2.17亿 | 1.13% | 146,238,000 | 94,938,000 | 185.1% | $1.41亿 | 加仓 |
| IREN | IREN LTD 3.5 12/15/2029 | $2.18亿 | 1.13% | 61,688,000 | 61,688,000 | — | $2.18亿 | 新建仓 |
| RUN | SUNRUN INC 4 03/01/2030 144A | $2.21亿 | 1.14% | 185,934,000 | 13,349,000 | 7.7% | $1,585.33万 | 加仓 |
| RBRK | RUBRIK INC 0 06/15/2030 144A | $2.23亿 | 1.15% | 217,638,000 | 217,638,000 | — | $2.23亿 | 新建仓 |
| PTON | PELOTON INTERACTIVE INC 5.5 12/01/2029 | $2.26亿 | 1.17% | 139,290,000 | -300,000 | -0.2% | -$48.58万 | 减仓 |
| ITGR | INTEGER HOLDINGS CORP 1.875 03/15/2030 144A | $2.46亿 | 1.27% | 254,156,000 | 318,000 | 0.1% | $30.76万 | 加仓 |
| AFRM | AFFIRM HOLDINGS INC 0.75 12/15/2029 | $2.46亿 | 1.28% | 210,913,000 | -48,710,000 | -18.8% | -$5,686.77万 | 减仓 |
| — | CIPHER DIGITAL INC NOTE 1.750 5/1 | $2.47亿 | 1.28% | 44,000,000 | 0 | 0.0% | — | 不变 |
| — | SUPER MICRO COMPUTER INC 0 06/15/2030 | $2.51亿 | 1.30% | 281,828,000 | 281,828,000 | — | $2.51亿 | 新建仓 |
| CELC | CELCUITY INC 2.75 08/01/2031 | $2.54亿 | 1.32% | 112,901,000 | 20,186,000 | 21.8% | $4,549.52万 | 加仓 |
| — | CLEANSPARK INC 0 06/15/2030 144A | $2.58亿 | 1.34% | 197,811,000 | 6,315,000 | 3.3% | $824.37万 | 加仓 |
| RIOT | RIOT PLATFORMS INC 0.75 01/15/2030 144A | $2.66亿 | 1.38% | 132,098,000 | 7,674,000 | 6.2% | $1,545.08万 | 加仓 |
| BBIO | BRIDGEBIO PHARMA INC 2.25 02/01/2029 | $2.66亿 | 1.38% | 239,677,000 | 629,000 | 0.3% | $69.87万 | 加仓 |
| U | UNITY SOFTWARE INC 0 03/15/2030 | $2.73亿 | 1.42% | 241,357,000 | -34,250,000 | -12.4% | -$3,879.46万 | 减仓 |
| PENG | PENGUIN SOLUTIONS INC 2 08/15/2030 | $2.77亿 | 1.44% | 97,869,000 | 64,369,000 | 192.1% | $1.82亿 | 加仓 |
| SEDG | SOLAR EDGE TECHNOLOGIES 2.25 07/01/2029 | $2.99亿 | 1.55% | 155,448,000 | 55,975,000 | 56.3% | $1.08亿 | 加仓 |
| — | VEECO INSTRUMENTS INC 2.875 06/01/2029 | $3.15亿 | 1.63% | 118,207,000 | 31,407,000 | 36.2% | $8,377.26万 | 加仓 |
| SPHR | SPHERE ENTERTAINMENT CO 3.5 12/01/2028 | $3.51亿 | 1.82% | 71,452,000 | -12,088,000 | -14.5% | -$5,931.52万 | 减仓 |
| — | SOLARIS ENERGY INFRASTRU 0.25 10/01/2031 | $3.67亿 | 1.90% | 225,826,000 | 32,052,000 | 16.5% | $5,213.89万 | 加仓 |
| APLD | APPLIED DIGITAL CORP 2.75 06/01/2030 | $3.96亿 | 2.05% | 99,466,000 | -31,064,000 | -23.8% | -$1.24亿 | 减仓 |
| LEU | CENTRUS ENERGY CORP 2.25 11/01/2030 | $4.45亿 | 2.30% | 224,030,000 | -15,872,000 | -6.6% | -$3,149.30万 | 减仓 |
| GH | GUARDANT HEALTH INC 1.25 02/15/2031 | $5.14亿 | 2.66% | 204,330,000 | 88,510,000 | 76.4% | $2.23亿 | 加仓 |
| SITM | SITIME 0 06/15/2031 | $5.91亿 | 3.06% | 533,750,000 | 533,750,000 | — | $5.91亿 | 新建仓 |
| MKSI | MKS INC 1.25 06/01/2030 | $5.93亿 | 3.07% | 201,344,000 | 2,456,000 | 1.2% | $723.65万 | 加仓 |
| VSH | VISHAY INTERTECHNOLOGY 2.25 09/15/2030 | $8.29亿 | 4.30% | 418,051,000 | 181,450,000 | 76.7% | $3.60亿 | 加仓 |