Baker Avenue Asset Management, LP

Position in LIN — Linde PLC

CIK 1432529 SAN FRANCISCO, CA

Position in LIN

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$25,979,174

+$2,271,436 QoQ

Shares Held

50,062

+4.7% QoQ

Ownership

0.011%

of shares outstanding

% of Portfolio

0.79%

of 13F equity value

Holder Rank

#373

of 2,293 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 67% Shared 0% None 33%

Basic Materials · as of Jun 30, 2026

Baker Avenue Asset Management, LP holds $31,366,410 across 11 Specialty Chemicals names. LIN ranks #1 (82.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LIN	Linde PLC This page	50,062	$25,979,174
2	SHW	Sherwin Williams Co	4,220	$1,453,030
3	ECL	Ecolab Inc.	2,616	$728,843
4	DD	DuPont de Nemours, Inc.	4,249	$576,334
5	IFF	International Flavors & Fragrances Inc	7,158	$567,056
6	PPG	Ppg Industries Inc	4,299	$521,425
7	ESI	Element Solutions Inc	10,081	$481,367
8	AXTA	Axalta Coating Systems Ltd.	10,019	$342,850

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$25,979,174	50,062	+4.7%	Shares	Sole	2026-07-28
2026-03-31	$23,707,738	47,821	+8.2%	Shares	Sole	2026-05-12
2025-12-31	$18,840,468	44,186	+6.4%	Shares	Sole	2026-02-10
2025-09-30	$19,728,175	41,533	+1.7%	Shares	Sole	2025-10-31
2025-06-30	$19,163,657	40,845	-3.2%	Shares	Sole	2025-08-13
2025-03-31	$19,645,817	42,191	+27.4%	Shares	Sole	2025-05-08
2024-12-31	$13,867,606	33,123	+1.6%	Shares	Sole	2025-02-14
2024-09-30	$15,548,020	32,605	+0.0%	Shares	Sole	2024-11-04
2024-06-30	$14,304,767	32,599	-3.3%	Shares	Sole	2024-08-08
2024-03-31	$15,660,584	33,728	+2.3%	Shares	Sole	2024-05-13
2023-12-31	$13,540,287	32,968	+1.4%	Shares	Sole	2024-02-15
2023-09-30	$12,100,630	32,498	-1.0%	Shares	Sole	2023-11-15
2023-06-30	$12,513,523	32,837	-4.3%	Shares	Sole	2023-08-14
2023-03-31	$12,200,478	34,325	—	Shares	Sole	2023-05-16
No filing history on record for this holder in this stock.