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 |
|---|---|---|---|---|---|---|---|---|
| — | ARROWHEAD RESEARCH CORP 0 01/15/2032 | $4,183.85万 | 0.22% | 34,889,000 | -57,506,000 | -62.2% | -$6,896.06万 | 减仓 |
| CRNC | CERENCE INC 1.5 07/01/2028 | $4,099.74万 | 0.21% | 44,725,000 | 0 | 0.0% | — | 不变 |
| ENPH | ENPHASE ENERGY INC 0 03/01/2028 | $3,929.14万 | 0.20% | 42,098,000 | -79,534,000 | -65.4% | -$7,423.16万 | 重新持有 |
| — | REVOLUTION MEDICINES INC 0.5 05/01/2033 | $3,631.58万 | 0.19% | 28,798,000 | 28,798,000 | — | $3,631.58万 | 新建仓 |
| — | CRACKER BARREL OLD COUNT 1.75 09/15/2030 144A | $3,413.40万 | 0.18% | 33,338,000 | 33,338,000 | — | $3,413.40万 | 新建仓 |
| — | RIVIAN AUTO INC 3.625 10/15/2030 | $3,202.26万 | 0.17% | 29,914,000 | 8,614,000 | 40.4% | $922.12万 | 加仓 |
| MARA | MARA HOLDINGS INC 0 03/01/2030 144A | $2,990.08万 | 0.15% | 29,771,000 | -76,729,000 | -72.0% | -$7,706.36万 | 重新持有 |
| BILL | BILL HOLDINGS INC 0 04/01/2030 144A | $2,904.68万 | 0.15% | 33,559,000 | -190,000,000 | -85.0% | -$1.64亿 | 减仓 |
| — | RAMACO RESOURCES INC 0 11/01/2031 | $2,480.62万 | 0.13% | 33,330,000 | 0 | 0.0% | — | 不变 |
| HOOD | ROBINHOOD MARKETS INC A | $2,273.60万 | 0.12% | 226,725 | 226,725 | — | $2,273.60万 | 新建仓 |
| — | SUPER MICRO COMPUTER INC 2.25 07/15/2028 144A | $2,209.10万 | 0.11% | 22,500,000 | 0 | 0.0% | — | 不变 |
| — | XOMETRY INC 1 02/01/2027 | $2,188.53万 | 0.11% | 12,486,000 | 0 | 0.0% | — | 不变 |
| SBXDF | SILVERBOX CORP IV A | $2,162.00万 | 0.11% | 2,000,000 | 0 | 0.0% | — | 不变 |
| CUB | LIONHEART HOLDINGS CL A | $2,154.00万 | 0.11% | 2,000,000 | 2,000,000 | — | $2,154.00万 | 新建仓 |
| — | INFLECTION POINT ACQUISITION | $1,924.68万 | 0.10% | 1,865,000 | 0 | 0.0% | — | 不变 |
| HALO | HALOZYME THERAPEUTICS IN 1 08/15/2028 | $1,901.45万 | 0.10% | 12,993,000 | 0 | 0.0% | — | 不变 |
| TVAI | THAYER VENTURES ACQUIS CL A | $1,809.50万 | 0.09% | 1,750,000 | 0 | 0.0% | — | 不变 |
| ZKP | LAFAYETTE DIGITAL ACQUISITIO | $1,796.40万 | 0.09% | 1,800,000 | 0 | 0.0% | — | 不变 |
| FTRA/U | FUTURECORP SPACE ACQUISITION | $1,772.75万 | 0.09% | 1,750,000 | 1,750,000 | — | $1,772.75万 | 新建仓 |
| AAC/U | ARES ACQUISITION CORP III | $1,758.75万 | 0.09% | 1,750,000 | 1,750,000 | — | $1,758.75万 | 新建仓 |
| RNGT | RANGE CAPITAL ACQUISIT CL A | $1,743.74万 | 0.09% | 1,729,896 | 0 | 0.0% | — | 不变 |
| IACO | IDEA ACQUISITION CORP CL A | $1,732.50万 | 0.09% | 1,750,000 | 1,750,000 | — | $1,732.50万 | 新建仓 |
| GUACU | BERTO ACQUISITION CORP II | $1,718.70万 | 0.09% | 1,700,000 | 1,700,000 | — | $1,718.70万 | 新建仓 |
| — | COLLECTIVE ACQUIS CORP CL A | $1,683.00万 | 0.09% | 1,700,000 | 1,700,000 | — | $1,683.00万 | 新建仓 |
| TLNC | TALON CAPITAL CORP CL A | $1,670.82万 | 0.09% | 1,622,152 | 0 | 0.0% | — | 不变 |
| TONT | GRAF GLOBAL CORP CL A | $1,627.50万 | 0.08% | 1,500,000 | 0 | 0.0% | — | 不变 |
| — | D BORAL ARC ACQUISIT CL A | $1,625.75万 | 0.08% | 1,558,729 | -41,271 | -2.6% | -$43.05万 | 减仓 |
| JENA | JENA ACQUISITION CORP II A | $1,605.80万 | 0.08% | 1,550,000 | 0 | 0.0% | — | 不变 |
| — | BLEICHROEDER ACQUIS II CL A | $1,599.60万 | 0.08% | 1,550,000 | 0 | 0.0% | — | 不变 |
| ARTC | ART TECHNOLOGY ACQUISIT CL A | $1,590.40万 | 0.08% | 1,600,000 | 0 | 0.0% | — | 不变 |
| SORN | SOREN ACQUISITION CORP CL A | $1,587.20万 | 0.08% | 1,600,000 | 0 | 0.0% | — | 不变 |
| TACO | BERTO ACQUISITION CORP | $1,573.50万 | 0.08% | 1,500,000 | 0 | 0.0% | — | 不变 |
| IPXG | COLUMBUS CIRCLE CAPITAL CO A | $1,570.15万 | 0.08% | 1,550,000 | 550,000 | 55.0% | $557.15万 | 加仓 |
| PMTR | PERIMETER ACQUIS CORP I CL A | $1,561.50万 | 0.08% | 1,500,000 | 0 | 0.0% | — | 不变 |
| IPFX | INFLECTION POINT ACQUISITION | $1,551.00万 | 0.08% | 1,500,000 | 1,500,000 | — | $1,551.00万 | 新建仓 |
| EGHA | EGH ACQUISITION CO A | $1,545.00万 | 0.08% | 1,500,000 | 0 | 0.0% | — | 不变 |
| GTEN | GORES HOLDINGS X INC CL A | $1,538.42万 | 0.08% | 1,475,000 | 0 | 0.0% | — | 不变 |
| ONEN | HENNESSY CAPITAL INVESTMENT | $1,529.60万 | 0.08% | 1,463,732 | 0 | 0.0% | — | 不变 |
| SAC | SAFEGUARD ACQUISITION C CL A | $1,519.06万 | 0.08% | 1,510,000 | 760,000 | 101.3% | $764.56万 | 加仓 |
| KBON | KARBON CAPITAL PARTNERS CL A | $1,504.76万 | 0.08% | 1,492,822 | 392,822 | 35.7% | $395.96万 | 加仓 |
| IRHO | IRON HORSE ACQUISITIONS CORP | $1,504.50万 | 0.08% | 1,500,000 | 0 | 0.0% | — | 不变 |
| SCII | SC II ACQUISITION CORP CL A | $1,504.49万 | 0.08% | 1,498,500 | 0 | 0.0% | — | 不变 |
| EVOX | EVOLUTION GLOBAL ACQUIS CL A | $1,496.22万 | 0.08% | 1,491,000 | 290,000 | 24.1% | $291.01万 | 加仓 |
| ALHC | ALIGNMENT HEALTHCARE 4.25 11/15/2029 144A | $1,491.13万 | 0.08% | 8,700,000 | -50,000,000 | -85.2% | -$8,569.72万 | 减仓 |
| FGII | FG IMPERII ACQUISITION CL A | $1,489.50万 | 0.08% | 1,500,000 | 0 | 0.0% | — | 不变 |
| MLAA | MOUNTAIN LAKE ACQUISITI CL A | $1,489.50万 | 0.08% | 1,500,000 | 0 | 0.0% | — | 不变 |
| MKLY | MCKINLEY ACQUISITION CO CL A | $1,468.84万 | 0.08% | 1,445,000 | 0 | 0.0% | — | 不变 |
| KCHV | KOCHAV DEFENSE ACQUISITION A | $1,451.80万 | 0.08% | 1,400,000 | 0 | 0.0% | — | 不变 |
| CCII | COHEN CIRCLE ACQUISIT II A | $1,436.35万 | 0.07% | 1,394,511 | 0 | 0.0% | — | 不变 |
| XCBE | X3 ACQUISITION CORP LTD CL A | $1,398.60万 | 0.07% | 1,400,000 | 0 | 0.0% | — | 不变 |
| — | STRATEGY INC NOTE 12/0 | $1,393.85万 | 0.07% | 16,133,000 | -277,000,000 | -94.5% | -$2.39亿 | 减仓 |
| AACI | ARMADA ACQ CORP III A | $1,393.00万 | 0.07% | 1,400,000 | 1,400,000 | — | $1,393.00万 | 新建仓 |
| LPBB | LAUNCH TWO ACQUISITION CL A | $1,390.17万 | 0.07% | 1,296,800 | 0 | 0.0% | — | 不变 |
| MARA | MARA HOLDINGS INC 0 06/01/2031 | $1,384.28万 | 0.07% | 14,275,000 | -55,440,000 | -79.5% | -$5,376.15万 | 重新持有 |
| RDAG | REPUBLIC DIGITAL ACQUIS CL A | $1,367.42万 | 0.07% | 1,325,023 | 0 | 0.0% | — | 不变 |
| DSAC | DAEDALUS SPECIAL ACQUIS CL A | $1,362.15万 | 0.07% | 1,350,000 | 0 | 0.0% | — | 不变 |
| AACO | ABONY ACQUISITION CORP I A | $1,336.50万 | 0.07% | 1,350,000 | 1,350,000 | — | $1,336.50万 | 新建仓 |
| SVIV | SPRING VALLEY ACQUISITIO A | $1,326.00万 | 0.07% | 1,300,000 | 500,000 | 62.5% | $510.00万 | 加仓 |
| KFII | K&F GROWTH ACQUISITION COR A | $1,320.00万 | 0.07% | 1,250,000 | 0 | 0.0% | — | 不变 |
| — | VIRIDIAN THERAPEUTICS IN 1.75 05/15/2032 | $1,314.36万 | 0.07% | 12,250,000 | 12,250,000 | — | $1,314.36万 | 新建仓 |
| KEYY | KEYSTONE ACQUISITION CO CL A | $1,281.80万 | 0.07% | 1,300,000 | 1,300,000 | — | $1,281.80万 | 新建仓 |
| CEPF | CANTOR EQUITY PARTNERS CL A | $1,279.05万 | 0.07% | 1,229,860 | 229,860 | 23.0% | $239.05万 | 加仓 |
| OTGA | OTG ACQUISITION CORP I CL A | $1,270.00万 | 0.07% | 1,250,000 | 0 | 0.0% | — | 不变 |
| GSRF | GSR IV ACQUISITION CORP CL A | $1,270.00万 | 0.07% | 1,250,000 | 0 | 0.0% | — | 不变 |
| FVAV | FORTRESS VALUE ACQUIS V CL A | $1,268.75万 | 0.07% | 1,250,000 | 0 | 0.0% | — | 不变 |
| HACQ | HCM IV ACQUISITION CORP CL A | $1,256.25万 | 0.07% | 1,250,000 | 1,250,000 | — | $1,256.25万 | 新建仓 |
| — | CHURCHILL CAPITAL CORP IX | $1,252.35万 | 0.06% | 1,150,000 | 0 | 0.0% | — | 不变 |
| MESH | MESHFLOW ACQUISITION CO CL A | $1,251.25万 | 0.06% | 1,250,000 | 0 | 0.0% | — | 不变 |
| BIXI | BITCOIN INFRASTRUCTURE CL A | $1,250.00万 | 0.06% | 1,250,000 | 0 | 0.0% | — | 不变 |
| ISNRU | SNOW ROTHSCHILD ACQUISITION | $1,250.00万 | 0.06% | 1,250,000 | 1,250,000 | — | $1,250.00万 | 新建仓 |
| TACH | TITAN ACQUISITION CORP CL A | $1,249.20万 | 0.06% | 1,200,000 | 0 | 0.0% | — | 不变 |
| NPAC | NEW PROVIDENCE ACQUISITION A | $1,245.60万 | 0.06% | 1,200,000 | 0 | 0.0% | — | 不变 |
| HCMA | HCM III ACQUISITION COR CL A | $1,233.60万 | 0.06% | 1,200,000 | 0 | 0.0% | — | 不变 |
| LITE | LUMENTUM HOLDINGS INC 1.5 12/15/2029 | $1,230.23万 | 0.06% | 1,000,000 | -92,648,000 | -98.9% | -$11.40亿 | 减仓 |
| TDAC | TRANSLATIONAL DEVELOPMENT AC | $1,229.35万 | 0.06% | 1,150,000 | 550,000 | 91.7% | $587.95万 | 加仓 |
| BEAG | BOLD EAGLE ACQUISITION COR A | $1,228.20万 | 0.06% | 1,150,000 | 0 | 0.0% | — | 不变 |
| JACS | JACKSON ACQUISITION CO CL A | $1,223.60万 | 0.06% | 1,150,000 | 0 | 0.0% | — | 不变 |
| CRAN | CRANE HARBOR ACQUISITIO CL A | $1,216.80万 | 0.06% | 1,200,000 | 0 | 0.0% | — | 不变 |
| GHXIU | GORES HOLDINGS XI INC | $1,216.80万 | 0.06% | 1,200,000 | 1,200,000 | — | $1,216.80万 | 新建仓 |
| ARCI | ARCHIMEDES TECH SPAC PARTNER | $1,201.20万 | 0.06% | 1,200,000 | 0 | 0.0% | — | 不变 |
| ALOV | ALDABRA 4 LIQUIDITY OPP CL A | $1,192.80万 | 0.06% | 1,200,000 | 0 | 0.0% | — | 不变 |
| MEVO | M EVO GLOBAL ACQUISITIO CL A | $1,190.40万 | 0.06% | 1,200,000 | 0 | 0.0% | — | 不变 |
| OYSE | OYSTER ENTERPRISES II ACQ A | $1,185.65万 | 0.06% | 1,150,000 | 0 | 0.0% | — | 不变 |
| PAII | PYROPHYTE ACQUISITION CORP A | $1,173.00万 | 0.06% | 1,150,000 | 0 | 0.0% | — | 不变 |
| — | GLADSTONE CAPITAL CORP 5.875 10/01/2030 | $1,168.12万 | 0.06% | 12,130,000 | 0 | 0.0% | — | 不变 |
| RAC | RITHM ACQUISITION CORP A | $1,150.60万 | 0.06% | 1,100,000 | 0 | 0.0% | — | 不变 |
| — | CH4 NATURAL SOLUTIONS ACQU A | $1,132.75万 | 0.06% | 1,150,000 | 1,150,000 | — | $1,132.75万 | 新建仓 |
| WENN | WEN ACQUISITION CORP A | $1,131.90万 | 0.06% | 1,100,000 | 0 | 0.0% | — | 不变 |
| BDCI | BTC DEVELOPMENT CORP CL A | $1,131.75万 | 0.06% | 1,125,000 | 0 | 0.0% | — | 不变 |
| MBVI | M3 BRIGADE ACQUISITION CL A | $1,114.30万 | 0.06% | 1,100,000 | 0 | 0.0% | — | 不变 |
| — | STRATEGY INC NOTE 0.625 9/1 | $1,110.11万 | 0.06% | 10,843,000 | 0 | 0.0% | — | 不变 |
| AEAQ | ACTIVATE ENERGY ACQUISITIO A | $1,100.00万 | 0.06% | 1,100,000 | 0 | 0.0% | — | 不变 |
| — | CENTURION ACQUISITION CORP | $1,081.00万 | 0.06% | 1,000,000 | 0 | 0.0% | — | 不变 |
| EVH | EVOLENT HEALTH INC 4.5 08/15/2031 144A | $1,080.92万 | 0.06% | 13,650,000 | 0 | 0.0% | — | 不变 |
| POLE | ANDRETTI ACQUISITION CORP A | $1,075.00万 | 0.06% | 1,000,000 | 0 | 0.0% | — | 不变 |
| CXII | CHURCHILL CAPITAL CORP CL A | $1,065.00万 | 0.06% | 1,000,000 | 1,000,000 | — | $1,065.00万 | 新建仓 |
| LEGO | LEGATO MERGER CORP IV | $1,061.44万 | 0.05% | 1,070,000 | 0 | 0.0% | — | 不变 |
| — | GREEN PLAINS INC 5.25 11/01/2030 144A | $1,055.49万 | 0.05% | 7,738,000 | 0 | 0.0% | — | 不变 |
| — | ARTIUS II ACQUISITION INC A | $1,048.00万 | 0.05% | 1,000,000 | 0 | 0.0% | — | 不变 |
| EVAC | EQV VENTURES ACQUISITION C A | $1,043.45万 | 0.05% | 1,025,000 | 0 | 0.0% | — | 不变 |