Linden Thomas Advisory Services, LLC Q1 2024 Filing

Filed April 30, 2024

Portfolio Value

$622.5B

Holdings

453

Report Date

Q1 2024

Filing Type

13F-HR

All Holdings (453 positions)

StockValue
RMERESMED INC
$1.3B
SLABSILICON LABORATORIES INC
$1.3B
CAHCARDINAL HEALTH INC
$1.3B
PINSPINTEREST INC
$1.3B
PENPENUMBRA INC
$1.3B
GDYNGRID DYNAMICS HLDGS INC
$1.3B
3M4MASIMO CORP
$1.3B
DDOGDATADOG INC
$1.3B
CALMCAL MAINE FOODS INC
$1.3B
EHCENCOMPASS HEALTH CORP
$1.3B
USBUS BANCORP DEL
$1.3B
CTSHCOGNIZANT TECHNOLOGY SOLUTIO
$1.3B
AMCRAMCOR PLC
$1.3B
MKTXMARKETAXESS HLDGS INC
$1.3B
LF2PACIFIC PREMIER BANCORP
$1.3B
OREALTY INCOME CORP
$1.2B
NVEEUSDNV5 GLOBAL INC
$1.2B
CHTRCHARTER COMMUNICATIONS INC N
$1.2B
LGNDLIGAND PHARMACEUTICALS INC
$1.2B
FCFSFIRSTCASH HOLDINGS INC
$1.2B
HUMHUMANA INC
$1.2B
BBYBEST BUY INC
$1.2B
NFGNATIONAL FUEL GAS CO
$1.2B
ILMNILLUMINA INC
$1.2B
MRKMERCK & CO INC
$1.2B
BIIBBIOGEN INC
$1.2B
CXTCRANE NXT CO
$1.2B
SAICSCIENCE APPLICATIONS INTL CO
$1.1B
RMRRMR GROUP INC
$1.1B
NEOGNEOGEN CORP
$1.1B
LNTHLANTHEUS HLDGS INC
$1.1B
BERYEURBERRY GLOBAL GROUP INC
$1.1B
RSRELIANCE INC
$1.1B
JLLJONES LANG LASALLE INC
$1.1B
CGNXCOGNEX CORP
$1.1B
TELTE CONNECTIVITY LTD
$1.1B
DOCSDOXIMITY INC
$1.1B
BYDBOYD GAMING CORP
$1.1B
LKQ1LKQ CORP
$1.1B
HIIHUNTINGTON INGALLS INDS INC
$1.1B
COHUCOHU INC
$1.1B
PAGPENSKE AUTOMOTIVE GRP INC
$1.1B
NRCNATIONAL RESH CORP
$1.1B
HLIHOULIHAN LOKEY INC
$1.1B
WSTWEST PHARMACEUTICAL SVSC INC
$1.1B
KNXKNIGHT-SWIFT TRANSN HLDGS IN
$1.1B
ODFLOLD DOMINION FREIGHT LINE IN
$1.1B
UHSUNIVERSAL HLTH SVCS INC
$1.1B
GPNGLOBAL PMTS INC
$1.1B
MSCIMSCI INC
$1.1B
MKSIMKS INSTRS INC
$1.1B
TFCTRUIST FINL CORP
$1.0B
GPKGRAPHIC PACKAGING HLDG CO
$1.0B
MLIMUELLER INDS INC
$1.0B
RPRXROYALTY PHARMA PLC
$1.0B
CLXCLOROX CO DEL
$1.0B
JNPJUNIPER NETWORKS INC
$1.0B
APTALPHA PRO TECH LTD
$999.2M
WASHWASHINGTON TR BANCORP INC
$980.5M
EOGEOG RES INC
$978.2M
CWCURTISS WRIGHT CORP
$975.9M
ENPHENPHASE ENERGY INC
$975.1M
GQ9SPDR GOLD TR
$968.1M
MANMANPOWERGROUP INC WIS
$964.3M
OGSONE GAS INC
$964.3M
AYIACUITY BRANDS INC
$962.3M
IPGPIPG PHOTONICS CORP
$962.2M
AFGAMERICAN FINL GROUP INC OHIO
$960.8M
AXSAXIS CAP HLDGS LTD
$956.7M
XNCRXENCOR INC
$950.4M
BJBJS WHSL CLUB HLDGS INC
$941.5M
ALVAUTOLIV INC
$933.9M
WMKWEIS MKTS INC
$933.6M
NBIXNEUROCRINE BIOSCIENCES INC
$933.4M
TNETTRINET GROUP INC
$928.4M
ARCCARES CAPITAL CORP
$922.6M
RLRALPH LAUREN CORP
$917.8M
CASYCASEYS GEN STORES INC
$917.5M
PODDINSULET CORP
$911.0M
DTMDT MIDSTREAM INC
$907.0M
MUSAMURPHY USA INC
$905.1M
TPLTEXAS PACIFIC LAND CORPORATI
$902.5M
SUXTD SYNNEX CORPORATION
$885.6M
AMBAAMBARELLA INC
$875.0M
ROSTROSS STORES INC
$872.9M
ADSKAUTODESK INC
$868.8M
OHIOMEGA HEALTHCARE INVS INC
$863.1M
NWSANEWS CORP NEW
$862.9M
ELVELEVANCE HEALTH INC
$853.5M
FNFFIDELITY NATIONAL FINANCIAL
$845.3M
VRSNVERISIGN INC
$839.5M
BURLBURLINGTON STORES INC
$823.8M
PNWPINNACLE WEST CAP CORP
$810.3M
GATXGATX CORP
$802.6M
AMZNAMAZON COM INC
$795.3M
CACCCREDIT ACCEP CORP MICH
$787.1M
NXSTNEXSTAR MEDIA GROUP INC
$786.7M
ONON SEMICONDUCTOR CORP
$778.5M
STAASTAAR SURGICAL CO
$775.2M
TAPMOLSON COORS BEVERAGE CO
$774.6M
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