Linden Rose Investment LLC

CIK

1833819

Location

SUGAR LAND, TX

Portfolio Value

Micro $75,721,691

Diversification

Highly concentrated

Filing Date

Global Rank

#5,871 / 8,232 ▼ 615

Top Industry

Semiconductors 79.4%

3Y Alpha vs SPY

+7.5%

Period ended 2 months ago

Filed May 5, 2026 · 39d

11 quarters · since Dec 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+111.3%

SPY

+76.5%

Annualised alpha

+7.5%

Max drawdown

−27.0%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

5 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

54.8%

+13.2 pts

Top 5

100.0%

+2.1 pts

Top 10

100.0%

0.0 pts

HHI

3,723

Highly concentrated+953

Portfolio Trend

11 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	80.4%	$60,874,969	4
Communication Services	19.6%	$14,846,722	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

2 positions

Ticker	Company	Δ Shares	Shares	Value
TSM	Taiwan Semiconductor Manufacturing Co Ltd	+25,717	37,239	$12,584,920
GOOGL	Alphabet Inc.	+11,509	51,630	$14,846,722
No positions match the current search.

Trimmed

Positions the filer reduced

1 positions

Ticker	Company	Δ Shares	Shares	Value	Open
NVDA	Nvidia Corp	−30,098	237,716	$41,457,670
No positions match the current search.

New Positions

Positions the filer opened this quarter

2 positions

Ticker	Company	Shares	Value
MU	Micron Technology Inc	17,967	$6,069,971
SNDK	Sandisk Corp	1,200	$762,408
No positions match the current search.

Sold Out

Positions the filer fully exited

4 positions

Ticker	Company	Shares	Value
AAPL	Apple Inc.	96,541	$26,245,636
AMZN	Amazon Com Inc	110,837	$25,583,396
META	Meta Platforms, Inc.	3,308	$2,183,577
MSFT	Microsoft Corp	673	$325,476
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

5 positions · $75,721,691 total · as of Mar 31, 2026

All sectors Communication Services Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NVDA	Nvidia Corp Technology	Reduced	237,716	-30,098	$41,457,670	−17.0%	54.75%
GOOGL	Alphabet Inc. Communication Services	Added	51,630	+11,509	$14,846,722	+18.2%	19.61%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	37,239	+25,717	$12,584,920	+259.4%	16.62%
MU	Micron Technology Inc Technology	NEW	17,967	NEW	$6,069,971	NEW	8.02%
SNDK	Sandisk Corp Technology	NEW	1,200	NEW	$762,408	NEW	1.01%