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Linden Rose Investment LLC

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13F filer, CIK 1833819, SUGAR LAND, TX

Linden Rose Investment LLC reported $128,707,713 across 8 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-08-05.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001833819-26-000005

Period
2026-06-30
Reported value
$129M
Holdings
8
Top 10 weight
100%
New
2
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
DRAMnew+521,570$38.5M
MUadded+7,014$8.1M
MRVLnew+3,452$1.03M
SNDKadded+28$63.7K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
NVDAreduced-92,351-$18.5M
GOOGLreduced-23,251-$8.31M
TSMreduced-507-$242K
EWYreduced-84-$17K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2026

Share positions as resolved from 13F-HR 0001833819-26-000005, largest first. % of portfolio is the value over $128,707,713, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
DRAMROUNDHILL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 521,570 shares 521,570$38.5M29.93%newTimeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 267,814 shares; 2026Q1: 237,716 shares; 2026Q2: 145,365 shares 145,365$29.1M22.6%-92,351Timeline
MUMICRON TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: 17,967 shares; 2026Q2: 24,981 shares 24,981$28.8M22.4%+7,014Timeline
TSMTAIWAN SEMICONDUCTOR MANUFACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 11,522 shares; 2026Q1: 37,239 shares; 2026Q2: 36,732 shares 36,732$17.5M13.63%-507Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 40,121 shares; 2026Q1: 51,630 shares; 2026Q2: 28,379 shares 28,379$10.1M7.88%-23,251Timeline
SNDKSANDISK CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: 1,200 shares; 2026Q2: 1,228 shares 1,228$2.79M2.17%+28Timeline
MRVLMARVELL TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,452 shares 3,452$1.03M0.8%newTimeline
EWYISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: 3,866 shares; 2026Q2: 3,782 shares 3,782$764K0.59%-84Timeline

How Q2 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001833819-26-000005 base2026-08-05acceptance time not in the bulk data set

Filings

Every filing of this filer: 13F reports and notices, the 13D and 13G it filed or is a reporting person of, and Forms 3, 4 and 5 it reported as an owner.

FilingSubjectFiledAcceptedIngested
13F-HR 0001833819-26-000005 Quarter ended 2026-06-302026-08-05acceptance time not in the bulk data set
13F-HR 0001833819-26-000004 Quarter ended 2026-03-312026-05-05acceptance time not in the bulk data set
13F-HR 0001833819-26-000003 Quarter ended 2025-12-312026-02-09acceptance time not in the bulk data set
13F-HR 0001833819-23-000001 Quarter ended 2022-12-312023-01-24acceptance time not in the bulk data set
13F-HR 0001833819-22-000004 Quarter ended 2022-09-302022-10-28acceptance time not in the bulk data set
13F-HR 0001833819-22-000003 Quarter ended 2022-06-302022-07-14acceptance time not in the bulk data set
13F-HR 0001833819-22-000002 Quarter ended 2022-03-312022-04-13acceptance time not in the bulk data set
13F-HR 0001833819-22-000001 Quarter ended 2021-12-312022-01-11acceptance time not in the bulk data set
13F-HR 0001833819-21-000004 Quarter ended 2021-09-302021-10-12acceptance time not in the bulk data set
13F-HR 0001833819-21-000003 Quarter ended 2021-06-302021-07-13acceptance time not in the bulk data set
13F-HR 0001833819-21-000002 Quarter ended 2021-03-312021-04-09acceptance time not in the bulk data set
13F-HR 0001833819-21-000001 Quarter ended 2020-12-312021-01-14acceptance time not in the bulk data set