Linden Rose Investment LLC
CIK
1833819
Location
SUGAR LAND, TX
Portfolio Value
Micro
$60,874,969
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 · 40d
11 quarters · since Dec 2020
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+111.3%
SPY
+76.3%
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, 2025Top 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 |
|---|---|---|
| Technology | 80.4% | $60,874,969 |
| Communication Services | 19.6% | $14,846,722 |
Last Quarter's Activity
Export CSVTrimmed
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. | |||||
4 positions ·
$60,874,969 total
· Technology only
· as of Mar 31, 2026
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
Reduced | 237,716 | $41,457,670 | 68.10% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
Added | 37,239 | $12,584,920 | 20.67% | |
| MU |
Micron Technology Inc
Technology
|
NEW | 17,967 | $6,069,971 | 9.97% | |
| SNDK |
Sandisk Corp
Technology
|
NEW | 1,200 | $762,408 | 1.25% |