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 |
|---|---|---|---|---|---|---|---|---|
| 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 |
| 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 |
| SITM | SITIME 0 06/15/2031 | $5.91亿 | 3.06% | 533,750,000 | 533,750,000 | — | $5.91亿 | 新建仓 |
| 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 |
| 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 |
| 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 |
| — | 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 |
| 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 |
| — | 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| — | 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 |
| 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 |
| — | 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 |
| — | CIPHER DIGITAL INC NOTE 1.750 5/1 | $2.47亿 | 1.28% | 44,000,000 | 0 | 0.0% | — | 不变 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| — | MAKEMYTRIP LIMITED 0 07/01/2030 144A | $2.15亿 | 1.12% | 236,590,000 | 236,590,000 | — | $2.15亿 | 新建仓 |
| — | 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 |
| 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 |
| — | 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 |
| — | 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 |
| — | SOLARIS ENERGY INFRASTRU 4.75 05/01/2030 | $1.94亿 | 1.01% | 60,669,000 | 12,000,000 | 24.7% | $3,842.89万 | 加仓 |
| AVAV | AEROVIRONMENT INC 0 07/15/2030 | $1.88亿 | 0.97% | 197,805,000 | 20,441,000 | 11.5% | $1,944.57万 | 加仓 |
| ECHO | ECHOSTAR CORP 3.875 11/30/2030 | $1.83亿 | 0.95% | 58,517,000 | 58,517,000 | — | $1.83亿 | 新建仓 |
| SVM | SILVERCORP METALS INC 4.75 12/15/2029 144A | $1.82亿 | 0.94% | 74,768,000 | 0 | 0.0% | — | 不变 |
| — | HAEMONETICS CORP 2.5 06/01/2029 | $1.79亿 | 0.93% | 176,911,000 | -12,490,000 | -6.6% | -$1,265.35万 | 减仓 |
| COLL | COLLEGIUM PHARMA INC 2.875 02/15/2029 | $1.72亿 | 0.89% | 139,190,000 | 3,500,000 | 2.6% | $431.71万 | 加仓 |
| ON | ON SEMICONDUCTOR CORP 0.5 03/01/2029 | $1.69亿 | 0.87% | 139,756,000 | 139,756,000 | — | $1.69亿 | 新建仓 |
| AAOI | APPLIED OPTOELECTRONICS 2.75 01/15/2030 | $1.65亿 | 0.86% | 46,791,000 | 2,721,000 | 6.2% | $962.30万 | 加仓 |
| BB | BLACKBERRY LTD 3 02/15/2029 | $1.58亿 | 0.82% | 48,559,000 | 7,088,000 | 17.1% | $2,311.77万 | 加仓 |
| OSIS | OSI SYSTEMS INC 2.25 08/01/2029 | $1.53亿 | 0.79% | 114,046,000 | 0 | 0.0% | — | 不变 |
| FSLY | FASTLY INC 7.75 06/01/2028 | $1.52亿 | 0.79% | 104,710,000 | 10,710,000 | 11.4% | $1,554.35万 | 加仓 |
| IREN | IREN LTD 3.25 06/15/2030 | $1.50亿 | 0.78% | 52,057,000 | 280,000 | 0.5% | $80.67万 | 加仓 |
| XMTR | XOMETRY INC 0.75 06/15/2030 | $1.48亿 | 0.77% | 66,705,000 | 66,705,000 | — | $1.48亿 | 新建仓 |
| LRN | STRIDE INC 1.125 09/01/2027 | $1.42亿 | 0.73% | 83,952,000 | 0 | 0.0% | — | 不变 |
| — | LIBERTY MEDIA CORP 3.75 03/15/2028 | $1.42亿 | 0.73% | 123,419,000 | -126,000,000 | -50.5% | -$1.45亿 | 减仓 |
| — | PROGRESS SOFTWARE CORP 3.5 03/01/2030 | $1.33亿 | 0.69% | 137,866,000 | -14,481,000 | -9.5% | -$1,391.80万 | 减仓 |
| — | STRATEGY INC NOTE 2.250 6/1 | $1.26亿 | 0.65% | 131,263,000 | 8,225,000 | 6.7% | $789.88万 | 加仓 |
| JOBY | JOBY AVIATION INC 0.75 02/15/2032 | $1.24亿 | 0.64% | 135,948,000 | 56,198,000 | 70.5% | $5,125.94万 | 加仓 |
| PCRX | PACIRA BIOSCIENCES INC 2.125 05/15/2029 | $1.22亿 | 0.63% | 121,495,000 | 0 | 0.0% | — | 不变 |
| TE | T1 ENERGY INC 5.25 12/01/2030 | $1.21亿 | 0.63% | 71,650,000 | 12,750,000 | 21.6% | $2,160.75万 | 加仓 |
| — | FORTUNA MINING CORP 3.75 06/30/2029 144A | $1.19亿 | 0.61% | 77,376,000 | 0 | 0.0% | — | 不变 |
| — | ENCORE CAPITAL GROUP INC 4 03/15/2029 | $1.18亿 | 0.61% | 77,210,000 | 1,250,000 | 1.6% | $191.52万 | 加仓 |
| GH | GUARDANT HEALTH INC 0 11/15/2027 | $1.18亿 | 0.61% | 94,940,000 | -2,000,000 | -2.1% | -$249.02万 | 减仓 |
| — | LIFE360 INC 0 06/01/2030 144A | $1.14亿 | 0.59% | 109,950,000 | 109,950,000 | — | $1.14亿 | 新建仓 |
| — | MAKEMYTRIP LIMITED 0 02/15/2028 | $1.14亿 | 0.59% | 74,734,000 | -3,750,000 | -4.8% | -$571.35万 | 减仓 |
| GOOG | ALPHABET INC CL C | $1.11亿 | 0.58% | 314,480 | 314,480 | — | $1.11亿 | 新建仓 |
| GOOGL | ALPHABET INC CL A | $1.11亿 | 0.57% | 309,980 | 309,980 | — | $1.11亿 | 新建仓 |
| COGT | COGENT BIOSCIENCES INC 1.625 11/15/2031 | $1.09亿 | 0.56% | 89,165,000 | 2,400,000 | 2.8% | $293.24万 | 加仓 |
| UPST | UPSTART HOLDINGS INC 1 11/15/2030 | $1.04亿 | 0.54% | 126,302,000 | 0 | 0.0% | — | 不变 |
| — | SUPER MICRO COMPUTER INC 3.5 03/01/2029 | $1.04亿 | 0.54% | 112,358,000 | 0 | 0.0% | — | 不变 |
| ITRI | ITRON INC 1.375 07/15/2030 144A | $1.03亿 | 0.53% | 102,996,000 | 3,559,000 | 3.6% | $355.18万 | 加仓 |
| ENOV | ENOVIS CORP 3.875 10/15/2028 | $1.03亿 | 0.53% | 106,748,000 | 0 | 0.0% | — | 不变 |
| MUX | MCEWEN MINING INC 5.25 08/15/2030 144A | $1.01亿 | 0.52% | 52,640,000 | 90,000 | 0.2% | $17.31万 | 加仓 |
| COIN | COINBASE GLOBAL INC 0.25 04/01/2030 144A | $1.00亿 | 0.52% | 111,426,000 | 0 | 0.0% | — | 不变 |
| — | STRATEGY INC 0.875 03/15/2031 | $9,872.83万 | 0.51% | 107,639,000 | -25,000,000 | -18.8% | -$2,293.04万 | 减仓 |
| LIVN | LIVANOVA PLC 2.5 03/15/2029 | $9,863.70万 | 0.51% | 72,515,000 | -18,500,000 | -20.3% | -$2,516.42万 | 减仓 |
| CELC | CELCUITY INC 0.25 08/01/2032 | $9,806.79万 | 0.51% | 86,200,000 | 86,200,000 | — | $9,806.79万 | 新建仓 |
| ALKT | ALKAMI TECHNOLOGY INC 1.5 03/15/2030 | $9,708.85万 | 0.50% | 101,596,000 | 0 | 0.0% | — | 不变 |
| — | NIO INC 3.875 10/15/2029 | $9,642.60万 | 0.50% | 95,367,000 | 8,600,000 | 9.9% | $869.55万 | 加仓 |
| EVH | EVOLENT HEALTH INC 3.5 12/01/2029 | $9,627.88万 | 0.50% | 128,850,000 | 20,000,000 | 18.4% | $1,494.43万 | 加仓 |
| SPB | SPECTRUM BRANDS INC 3.375 06/01/2029 | $9,445.19万 | 0.49% | 90,678,000 | -2,522,000 | -2.7% | -$262.70万 | 减仓 |
| FLNC | FLUENCE ENERGY INC 2.25 06/15/2030 | $9,248.47万 | 0.48% | 72,085,000 | 17,761,000 | 32.7% | $2,278.73万 | 重新持有 |
| TE | T1 ENERGY INC 4 04/15/2031 | $9,175.16万 | 0.48% | 53,250,000 | 53,250,000 | — | $9,175.16万 | 新建仓 |
| — | MACOM TECH SOLUTIONS 0 12/15/2029 | $8,820.23万 | 0.46% | 38,296,000 | 38,296,000 | — | $8,820.23万 | 新建仓 |
| — | NIO INC 4.625 10/15/2030 | $8,411.75万 | 0.44% | 83,987,000 | 23,239,000 | 38.3% | $2,327.51万 | 加仓 |
| ATEN | A10 NETWORKS INC 2.75 04/01/2030 144A | $8,405.33万 | 0.44% | 49,555,000 | 49,555,000 | — | $8,405.33万 | 新建仓 |
| ARRY | ARRAY TECHNOLOGIES INC 2.875 07/01/2031 144A | $8,263.43万 | 0.43% | 66,250,000 | 66,250,000 | — | $8,263.43万 | 新建仓 |
| WK | WORKIVA INC 1.25 08/15/2028 | $8,194.15万 | 0.42% | 87,320,000 | -5,000,000 | -5.4% | -$469.20万 | 减仓 |
| — | WINNEBAGO INDUSTRIES 3.25 01/15/2030 | $8,151.20万 | 0.42% | 87,139,000 | -1,409,000 | -1.6% | -$131.80万 | 减仓 |
| W | WAYFAIR INC 3.25 09/15/2027 | $8,102.75万 | 0.42% | 53,416,000 | 33,500,000 | 168.2% | $5,081.67万 | 加仓 |
| LAR | LITHIUM ARGENTINA AG 1.75 01/15/2027 | $7,587.11万 | 0.39% | 76,698,000 | 28,143,000 | 58.0% | $2,783.96万 | 加仓 |
| SMTC | SEMTECH CORP 1.625 11/01/2027 | $7,225.77万 | 0.37% | 16,664,000 | 0 | 0.0% | — | 不变 |
| IMCR | IMMUNOCORE HOLDINGS 2.5 02/01/2030 | $7,194.37万 | 0.37% | 78,336,000 | -12,500,000 | -13.8% | -$1,148.00万 | 减仓 |
| TNDM | TANDEM DIABETES CARE INC 1.5 03/15/2029 144A | $7,118.65万 | 0.37% | 74,791,000 | 20,000,000 | 36.5% | $1,903.61万 | 加仓 |
| OMCL | OMNICELL INC 1 12/01/2029 | $6,839.13万 | 0.35% | 64,400,000 | 0 | 0.0% | — | 不变 |
| GPRE | GREEN PLAINS INC 5.25 11/01/2030 | $6,732.24万 | 0.35% | 49,508,000 | 0 | 0.0% | — | 不变 |
| — | RIVIAN AUTO INC 4.625 03/15/2029 | $6,715.58万 | 0.35% | 56,700,000 | 16,200,000 | 40.0% | $1,918.74万 | 加仓 |
| — | PAGAYA TECHNOLOGIES LTD 6.125 10/01/2029 | $6,266.74万 | 0.32% | 39,472,000 | -8,500,000 | -17.7% | -$1,349.50万 | 减仓 |
| IQ | IQIYI INC 4.625 03/15/2030 | $6,170.04万 | 0.32% | 67,700,000 | 10,500,000 | 18.4% | $956.95万 | 加仓 |
| VNET | VNET GROUP INC 2 10/01/2027 144A | $6,107.38万 | 0.32% | 52,500,000 | 7,500,000 | 16.7% | $872.48万 | 加仓 |
| ATEC | ALPHATEC HOLDINGS INC 0.75 03/15/2030 144A | $5,915.23万 | 0.31% | 61,900,000 | -8,000,000 | -11.4% | -$764.49万 | 减仓 |
| NUVB | NUVATION BIO INC 0.75 07/01/2032 | $5,493.24万 | 0.28% | 52,584,000 | 52,584,000 | — | $5,493.24万 | 新建仓 |
| HLF | HERBALIFE LTD 4.25 06/15/2028 | $5,478.16万 | 0.28% | 47,431,000 | 0 | 0.0% | — | 不变 |
| MARA | MARA HOLDINGS INC 2.125 09/01/2031 144A | $5,412.09万 | 0.28% | 48,600,000 | 19,500,000 | 67.0% | $2,171.52万 | 加仓 |
| — | IMPINJ INC 1.125 05/15/2027 | $5,411.75万 | 0.28% | 38,119,000 | 10,000 | 0.0% | $1.42万 | 加仓 |
| TVTX | TRAVERE THERAPEUTICS INC 2.25 03/01/2029 | $5,194.92万 | 0.27% | 28,076,000 | -72,986,000 | -72.2% | -$1.35亿 | 减仓 |
| RPD | RAPID7 INC 1.25 03/15/2029 | $5,119.74万 | 0.27% | 61,113,000 | 0 | 0.0% | — | 不变 |
| — | FINVOLUTION GROUP 2.5 07/01/2030 144A | $4,560.02万 | 0.24% | 52,650,000 | 52,650,000 | — | $4,560.02万 | 新建仓 |
| ARRY | ARRAY TECHNOLOGIES INC 1 12/01/2028 | $4,473.19万 | 0.23% | 48,170,000 | 5,500,000 | 12.9% | $510.74万 | 加仓 |
| ZBIO | ZENAS BIOPHARMA INC 2.5 04/01/2032 | $4,286.08万 | 0.22% | 35,897,000 | 28,397,000 | 378.6% | $3,390.58万 | 加仓 |