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 |
|---|---|---|---|---|---|---|---|---|
| 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 |
| 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 12/15/2026 | $5.95亿 | 3.33% | 84,348,000 | -5,383,000 | -6.0% | -$3,799.98万 | 减仓 |
| LEU | CENTRUS ENERGY CORP 2.25 11/01/2030 | $4.89亿 | 2.74% | 239,902,000 | 0 | 0.0% | — | 不变 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| — | LIBERTY MEDIA CORP 3.75 03/15/2028 | $2.58亿 | 1.44% | 249,419,000 | 0 | 0.0% | — | 不变 |
| — | STRATEGY INC NOTE 12/0 | $2.45亿 | 1.37% | 293,133,000 | 90,500,000 | 44.7% | $7,554.83万 | 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 |
| 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 |
| — | 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 |
| 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 |
| 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 |
| 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 |
| — | 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 |
| 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 |
| — | 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| — | 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 |
| — | 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 |
| 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 |
| OSIS | OSI SYSTEMS INC 2.25 08/01/2029 | $1.75亿 | 0.98% | 114,046,000 | 0 | 0.0% | — | 不变 |
| 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 |
| 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 |
| 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 |
| — | STRATEGY INC 0 03/01/2030 | $1.68亿 | 0.94% | 192,225,000 | 192,225,000 | — | $1.68亿 | 新建仓 |
| — | JAZZ INVESTMENTS I LTD 3.125 09/15/2030 | $1.64亿 | 0.92% | 115,450,000 | -60,000,000 | -34.2% | -$8,508.52万 | 减仓 |
| COLL | COLLEGIUM PHARMA INC 2.875 02/15/2029 | $1.58亿 | 0.88% | 135,690,000 | 1,000,000 | 0.7% | $116.20万 | 加仓 |
| LRN | STRIDE INC 1.125 09/01/2027 | $1.45亿 | 0.81% | 83,952,000 | -20,000,000 | -19.2% | -$3,451.11万 | 减仓 |
| RIOT | RIOT PLATFORMS INC 0.75 01/15/2030 144A | $1.44亿 | 0.80% | 124,424,000 | -1,500,000 | -1.2% | -$173.08万 | 减仓 |
| — | PROGRESS SOFTWARE CORP 3.5 03/01/2030 | $1.36亿 | 0.76% | 152,347,000 | 1,000,000 | 0.7% | $89.09万 | 加仓 |
| — | CIPHER MINING 1.75 05/15/2030 | $1.36亿 | 0.76% | 44,000,000 | 0 | 0.0% | — | 不变 |
| CNMD | CONMED CORP 2.25 06/15/2027 | $1.35亿 | 0.76% | 139,220,000 | 45,000 | 0.0% | $4.37万 | 加仓 |
| — | FORTUNA MINING CORP 3.75 06/30/2029 144A | $1.34亿 | 0.75% | 77,376,000 | 4,500,000 | 6.2% | $781.98万 | 加仓 |
| — | STRATEGY INC 0.875 03/15/2031 | $1.28亿 | 0.72% | 132,639,000 | 27,000,000 | 25.6% | $2,603.96万 | 加仓 |
| TVTX | TRAVERE THERAPEUTICS INC 2.25 03/01/2029 | $1.28亿 | 0.72% | 101,062,000 | 15,500,000 | 18.1% | $1,961.91万 | 加仓 |
| — | STRATEGY INC NOTE 2.250 6/1 | $1.26亿 | 0.71% | 123,038,000 | 26,389,000 | 27.3% | $2,705.08万 | 加仓 |
| — | ADVANCED ENERGY IND 2.5 09/15/2028 | $1.22亿 | 0.68% | 50,507,000 | -8,045,000 | -13.7% | -$1,935.98万 | 减仓 |
| — | VEECO INSTRUMENTS INC 2.875 06/01/2029 | $1.20亿 | 0.67% | 86,800,000 | 4,225,000 | 5.1% | $585.98万 | 加仓 |
| IREN | IREN LTD 3.25 06/15/2030 | $1.18亿 | 0.66% | 51,777,000 | 0 | 0.0% | — | 不变 |
| PCRX | PACIRA BIOSCIENCES INC 2.125 05/15/2029 | $1.18亿 | 0.66% | 121,495,000 | 12,775,000 | 11.8% | $1,238.71万 | 加仓 |
| — | SOLARIS ENERGY INFRASTRU 4.75 05/01/2030 | $1.15亿 | 0.65% | 48,669,000 | 0 | 0.0% | — | 不变 |
| — | NEXTERA ENERGY INC | $1.11亿 | 0.62% | 2,200,000 | 2,200,000 | — | $1.11亿 | 新建仓 |
| MUX | MCEWEN MINING INC 5.25 08/15/2030 144A | $1.10亿 | 0.62% | 52,550,000 | 52,550,000 | — | $1.10亿 | 新建仓 |
| LIVN | LIVANOVA PLC 2.5 03/15/2029 | $1.06亿 | 0.59% | 91,015,000 | -11,400,000 | -11.1% | -$1,330.73万 | 减仓 |
| COGT | COGENT BIOSCIENCES INC 1.625 11/15/2031 | $1.06亿 | 0.59% | 86,765,000 | 42,665,000 | 96.7% | $5,220.61万 | 加仓 |
| — | WAYFAIR INC 3.5 11/15/2028 | $1.05亿 | 0.59% | 60,256,000 | 5,172,000 | 9.4% | $905.07万 | 加仓 |
| BBIO | BRIDGEBIO PHARMA INC 2.5 03/15/2027 | $1.05亿 | 0.59% | 58,430,000 | -20,000,000 | -25.5% | -$3,605.00万 | 减仓 |
| COIN | COINBASE GLOBAL INC 0.25 04/01/2030 144A | $1.04亿 | 0.58% | 111,426,000 | 2,750,000 | 2.5% | $256.03万 | 加仓 |
| ENOV | ENOVIS CORP 3.875 10/15/2028 | $1.03亿 | 0.58% | 106,748,000 | 5,000,000 | 4.9% | $484.29万 | 加仓 |
| ITRI | ITRON INC 1.375 07/15/2030 144A | $1.00亿 | 0.56% | 99,437,000 | 99,437,000 | — | $1.00亿 | 新建仓 |
| GH | GUARDANT HEALTH INC 0 11/15/2027 | $9,956.12万 | 0.56% | 96,940,000 | 0 | 0.0% | — | 不变 |
| — | APPLIED OPTOELECTRONICS 2.75 01/15/2030 144A | $9,806.03万 | 0.55% | 44,070,000 | 19,820,000 | 81.7% | $4,410.16万 | 加仓 |
| — | ENCORE CAPITAL GROUP INC 4 03/15/2029 | $9,607.19万 | 0.54% | 75,960,000 | 1,000,000 | 1.3% | $126.48万 | 加仓 |
| — | ARROWHEAD RESEARCH CORP 0 01/15/2032 | $9,575.27万 | 0.54% | 92,395,000 | 92,395,000 | — | $9,575.27万 | 新建仓 |
| SPB | SPECTRUM BRANDS INC 3.375 06/01/2029 | $9,216.55万 | 0.52% | 93,200,000 | 0 | 0.0% | — | 不变 |
| — | MAKEMYTRIP LIMITED 0 02/15/2028 | $9,213.07万 | 0.52% | 78,484,000 | 0 | 0.0% | — | 不变 |
| ALKT | ALKAMI TECHNOLOGY INC 1.5 03/15/2030 | $9,163.01万 | 0.51% | 101,596,000 | 101,596,000 | — | $9,163.01万 | 新建仓 |
| UPST | UPSTART HOLDINGS INC 1 11/15/2030 | $9,085.54万 | 0.51% | 126,302,000 | -37,000,000 | -22.7% | -$2,661.60万 | 减仓 |
| — | SUPER MICRO COMPUTER INC 3.5 03/01/2029 | $9,022.43万 | 0.51% | 112,358,000 | 34,500,000 | 44.3% | $2,770.38万 | 加仓 |
| — | NIO INC 3.875 10/15/2029 | $8,926.66万 | 0.50% | 86,767,000 | 45,485,000 | 110.2% | $4,679.53万 | 加仓 |
| FIVN | FIVE9 INC 1 03/15/2029 | $8,884.30万 | 0.50% | 101,989,000 | -13,450,000 | -11.7% | -$1,171.63万 | 减仓 |
| — | QFIN HOLDINGS INC 0.5 04/01/2030 | $8,764.92万 | 0.49% | 102,339,000 | 102,339,000 | — | $8,764.92万 | 新建仓 |
| WK | WORKIVA INC 1.25 08/15/2028 | $8,655.45万 | 0.48% | 92,320,000 | 20,045,000 | 27.7% | $1,879.32万 | 加仓 |
| — | AMPHASTAR PHARMACEUTICAL 2 03/15/2029 | $8,459.25万 | 0.47% | 93,574,000 | 0 | 0.0% | — | 不变 |
| ALHC | ALIGNMENT HEALTHCARE 4.25 11/15/2029 144A | $8,284.57万 | 0.46% | 58,700,000 | 14,000,000 | 31.3% | $1,975.88万 | 加仓 |
| IMCR | IMMUNOCORE HOLDINGS 2.5 02/01/2030 | $8,192.84万 | 0.46% | 90,836,000 | 0 | 0.0% | — | 不变 |
| — | WINNEBAGO INDUSTRIES 3.25 01/15/2030 | $8,032.68万 | 0.45% | 88,548,000 | 0 | 0.0% | — | 不变 |
| LYFT | LYFT INC 0.625 03/01/2029 | $7,440.14万 | 0.42% | 73,289,000 | 17,015,000 | 30.2% | $1,727.33万 | 加仓 |
| ATEC | ALPHATEC HOLDINGS INC 0.75 03/15/2030 144A | $7,178.97万 | 0.40% | 69,900,000 | 69,900,000 | — | $7,178.97万 | 新建仓 |
| GPRE | GREEN PLAINS INC 5.25 11/01/2030 | $6,982.09万 | 0.39% | 49,508,000 | 0 | 0.0% | — | 不变 |
| JOBY | JOBY AVIATION INC 0.75 02/15/2032 | $6,855.51万 | 0.38% | 79,750,000 | 79,750,000 | — | $6,855.51万 | 新建仓 |
| OMCL | OMNICELL INC 1 12/01/2029 | $6,282.89万 | 0.35% | 64,400,000 | 0 | 0.0% | — | 不变 |
| TE | T1 ENERGY INC 5.25 12/01/2030 | $6,188.02万 | 0.35% | 58,900,000 | 27,950,000 | 90.3% | $2,936.42万 | 加仓 |
| — | NIO INC 4.625 10/15/2030 | $6,074.32万 | 0.34% | 60,748,000 | 21,000,000 | 52.8% | $2,099.84万 | 加仓 |
| EVH | EVOLENT HEALTH INC 3.5 12/01/2029 | $5,952.40万 | 0.33% | 108,850,000 | -5,750,000 | -5.0% | -$314.44万 | 减仓 |
| HLF | HERBALIFE LTD 4.25 06/15/2028 | $5,660.32万 | 0.32% | 47,431,000 | 35,231,000 | 288.8% | $4,204.40万 | 加仓 |
| TNDM | TANDEM DIABETES CARE INC 1.5 03/15/2029 144A | $5,587.10万 | 0.31% | 54,791,000 | -23,892,000 | -30.4% | -$2,436.30万 | 减仓 |
| — | PAGAYA TECHNOLOGIES LTD 6.125 10/01/2029 | $5,524.60万 | 0.31% | 47,972,000 | 0 | 0.0% | — | 不变 |
| SYNA | SYNAPTICS INC 0.75 12/01/2031 | $5,307.76万 | 0.30% | 51,300,000 | -3,500,000 | -6.4% | -$362.13万 | 减仓 |
| RPD | RAPID7 INC 1.25 03/15/2029 | $5,155.03万 | 0.29% | 61,113,000 | -25,000 | -0.0% | -$2.11万 | 减仓 |
| IQ | IQIYI INC 4.625 03/15/2030 | $5,123.92万 | 0.29% | 57,200,000 | 57,200,000 | — | $5,123.92万 | 新建仓 |
| VNET | VNET GROUP INC 2 10/01/2027 144A | $5,083.77万 | 0.28% | 45,000,000 | 45,000,000 | — | $5,083.77万 | 新建仓 |
| BB | BLACKBERRY LTD 3 02/15/2029 | $4,793.98万 | 0.27% | 41,471,000 | 0 | 0.0% | — | 不变 |
| LAR | LITHIUM ARGENTINA AG 1.75 01/15/2027 | $4,666.14万 | 0.26% | 48,555,000 | 0 | 0.0% | — | 不变 |
| ZD | ZIFF DAVIS INC 3.625 03/01/2028 144A | $4,636.78万 | 0.26% | 47,086,000 | 1,500,000 | 3.3% | $147.71万 | 加仓 |
| INVA | INNOVIVA INC 2.125 03/15/2028 | $4,598.79万 | 0.26% | 42,396,000 | -25,000,000 | -37.1% | -$2,711.80万 | 减仓 |
| — | IMPINJ INC 1.125 05/15/2027 | $4,517.72万 | 0.25% | 38,109,000 | 9,847,000 | 34.8% | $1,167.33万 | 加仓 |
| — | RIVIAN AUTO INC 4.625 03/15/2029 | $4,341.19万 | 0.24% | 40,500,000 | 0 | 0.0% | — | 不变 |
| CRNC | CERENCE INC 1.5 07/01/2028 | $3,937.03万 | 0.22% | 44,725,000 | 0 | 0.0% | — | 不变 |
| ARRY | ARRAY TECHNOLOGIES INC 1 12/01/2028 | $3,863.58万 | 0.22% | 42,670,000 | 14,500,000 | 51.5% | $1,312.91万 | 加仓 |
| GWRE | GUIDEWIRE SOFTWARE INC 1.25 11/01/2029 144A | $3,775.31万 | 0.21% | 37,821,000 | 37,821,000 | — | $3,775.31万 | 新建仓 |
| SMTC | SEMTECH CORP 1.625 11/01/2027 | $3,520.07万 | 0.20% | 16,664,000 | 0 | 0.0% | — | 不变 |
| PENG | PENGUIN SOLUTIONS INC 2 08/15/2030 | $3,367.70万 | 0.19% | 33,500,000 | 5,500,000 | 19.6% | $552.91万 | 加仓 |