Linden Thomas Advisory Services, LLC Q1 2025 Filing
Filed April 30, 2025
Portfolio Value
$772.5B
Holdings
460
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (460 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | NVDANVIDIA CORPORATION | 174,045 | $18.9B | 2.44% | |
| 2 | METAMETA PLATFORMS INC | 21,432 | $12.4B | 1.60% | |
| 3 | AAPLAPPLE INC | 54,181 | $12.0B | 1.56% | |
| 4 | MSFTMICROSOFT CORP | 26,523 | $10.0B | 1.29% | |
| 5 | HTDCORCEPT THERAPEUTICS INC | 63,692 | $7.3B | 0.94% | |
| 6 | VVISA INC | 19,301 | $6.8B | 0.88% | |
| 7 | MAMASTERCARD INCORPORATED | 12,017 | $6.6B | 0.85% | |
| 8 | LLYELI LILLY & CO | 7,774 | $6.4B | 0.83% | |
| 9 | AVGOBROADCOM INC | 37,363 | $6.3B | 0.81% | |
| 10 | NFLXNETFLIX INC | 6,431 | $6.0B | 0.78% | |
| 11 | CRMSALESFORCE INC | 20,860 | $5.6B | 0.72% | |
| 12 | SPGIS&P GLOBAL INC | 10,850 | $5.5B | 0.71% | |
| 13 | PLTRPALANTIR TECHNOLOGIES INC | 64,897 | $5.5B | 0.71% | |
| 14 | APPAPPLOVIN CORP | 20,491 | $5.4B | 0.70% | |
| 15 | ISRGINTUITIVE SURGICAL INC | 10,657 | $5.3B | 0.68% | |
| 16 | FTNTFORTINET INC | 54,620 | $5.3B | 0.68% | |
| 17 | ANETARISTA NETWORKS INC | 67,192 | $5.2B | 0.67% | |
| 18 | GILDGILEAD SCIENCES INC | 45,897 | $5.1B | 0.67% | |
| 19 | TMUST-MOBILE US INC | 19,021 | $5.1B | 0.66% | |
| 20 | KLACKLA CORP | 7,355 | $5.0B | 0.65% | |
| 21 | HDHOME DEPOT INC | 13,073 | $4.8B | 0.62% | |
| 22 | INTUINTUIT | 7,636 | $4.7B | 0.61% | |
| 23 | SOLVSOLVENTUM CORP | 61,406 | $4.7B | 0.60% | |
| 24 | CHECHEMED CORP NEW | 7,505 | $4.6B | 0.60% | |
| 25 | ADBEADOBE INC | 11,391 | $4.4B | 0.57% | |
| 26 | ABTABBOTT LABS | 32,824 | $4.4B | 0.56% | |
| 27 | NOWSERVICENOW INC | 5,353 | $4.3B | 0.55% | |
| 28 | VICIVICI PPTYS INC | 129,877 | $4.2B | 0.55% | |
| 29 | MNSTMONSTER BEVERAGE CORP NEW | 72,316 | $4.2B | 0.55% | |
| 30 | PANWPALO ALTO NETWORKS INC | 24,697 | $4.2B | 0.55% | |
| 31 | ORLYOREILLY AUTOMOTIVE INC | 2,935 | $4.2B | 0.54% | |
| 32 | AZOAUTOZONE INC | 1,061 | $4.0B | 0.52% | |
| 33 | LIILENNOX INTL INC | 7,199 | $4.0B | 0.52% | |
| 34 | BACVERIZON COMMUNICATIONS INC | 87,816 | $4.0B | 0.52% | |
| 35 | GWWGRAINGER W W INC | 4,013 | $4.0B | 0.51% | |
| 36 | CDNSCADENCE DESIGN SYSTEM INC | 15,493 | $3.9B | 0.51% | |
| 37 | WMBWILLIAMS COS INC | 64,345 | $3.8B | 0.50% | |
| 38 | AXPAMERICAN EXPRESS CO | 14,146 | $3.8B | 0.49% | |
| 39 | LMTLOCKHEED MARTIN CORP | 8,519 | $3.8B | 0.49% | |
| 40 | WMTWALMART INC | 42,912 | $3.8B | 0.49% | |
| 41 | VRTXVERTEX PHARMACEUTICALS INC | 7,733 | $3.7B | 0.49% | |
| 42 | FDSFACTSET RESH SYS INC | 8,017 | $3.6B | 0.47% | |
| 43 | USLMUNITED STS LIME & MINERALS I | 41,059 | $3.6B | 0.47% | |
| 44 | RMERESMED INC | 15,892 | $3.6B | 0.46% | |
| 45 | AMATAPPLIED MATLS INC | 24,513 | $3.6B | 0.46% | |
| 46 | MATXMATSON INC | 27,503 | $3.5B | 0.46% | |
| 47 | CSGPCOSTAR GROUP INC | 43,943 | $3.5B | 0.45% | |
| 48 | GOOGLALPHABET INC | 22,222 | $3.4B | 0.44% | |
| 49 | TSCOTRACTOR SUPPLY CO | 59,552 | $3.3B | 0.42% | |
| 50 | BRK/BBERKSHIRE HATHAWAY INC DEL | 6,114 | $3.3B | 0.42% | |
| 51 | IDXXIDEXX LABS INC | 7,731 | $3.2B | 0.42% | |
| 52 | ITGARTNER INC | 7,603 | $3.2B | 0.41% | |
| 53 | ALABASTERA LABS INC | 53,237 | $3.2B | 0.41% | |
| 54 | MTSIMACOM TECH SOLUTIONS HLDGS I | 31,187 | $3.1B | 0.41% | |
| 55 | GEVGE VERNOVA INC | 10,253 | $3.1B | 0.41% | |
| 56 | KRKROGER CO | 46,064 | $3.1B | 0.40% | |
| 57 | PENPENUMBRA INC | 11,647 | $3.1B | 0.40% | |
| 58 | FICOFAIR ISAAC CORP | 1,672 | $3.1B | 0.40% | |
| 59 | CRAICRA INTL INC | 17,413 | $3.0B | 0.39% | |
| 60 | LRCXLAM RESEARCH CORP | 41,293 | $3.0B | 0.39% | |
| 61 | ZBRAZEBRA TECHNOLOGIES CORPORATI | 10,589 | $3.0B | 0.39% | |
| 62 | LMATLEMAITRE VASCULAR INC | 35,591 | $3.0B | 0.39% | |
| 63 | CSCOCISCO SYS INC | 47,440 | $2.9B | 0.38% | |
| 64 | COSTCOSTCO WHSL CORP NEW | 3,062 | $2.9B | 0.37% | |
| 65 | PAYXPAYCHEX INC | 18,699 | $2.9B | 0.37% | |
| 66 | FFIVF5 INC | 10,829 | $2.9B | 0.37% | |
| 67 | VEEVVEEVA SYS INC | 12,416 | $2.9B | 0.37% | |
| 68 | JXNJACKSON FINANCIAL INC | 34,130 | $2.9B | 0.37% | |
| 69 | HCKTHACKETT GROUP INC | 97,013 | $2.8B | 0.37% | |
| 70 | FOXAFOX CORP | 49,869 | $2.8B | 0.37% | |
| 71 | MCOMOODYS CORP | 6,005 | $2.8B | 0.36% | |
| 72 | ALSNALLISON TRANSMISSION HLDGS I | 29,012 | $2.8B | 0.36% | |
| 73 | KMIKINDER MORGAN INC DEL | 95,395 | $2.7B | 0.35% | |
| 74 | BRBROADRIDGE FINL SOLUTIONS IN | 11,220 | $2.7B | 0.35% | |
| 75 | ABGCENCORA INC | 9,729 | $2.7B | 0.35% | |
| 76 | TMOTHERMO FISHER SCIENTIFIC INC | 5,397 | $2.7B | 0.35% | |
| 77 | TPLTEXAS PACIFIC LAND CORPORATI | 2,020 | $2.7B | 0.35% | |
| 78 | MTNVAIL RESORTS INC | 16,477 | $2.6B | 0.34% | |
| 79 | ORCLORACLE CORP | 18,740 | $2.6B | 0.34% | |
| 80 | KNSAKINIKSA PHARMACEUTICALS INTL | 117,281 | $2.6B | 0.34% | |
| 81 | ABBVABBVIE INC | 12,387 | $2.6B | 0.34% | |
| 82 | GRMNGARMIN LTD | 11,951 | $2.6B | 0.34% | |
| 83 | XOMEXXON MOBIL CORP | 21,791 | $2.6B | 0.34% | |
| 84 | TSLATESLA INC | 9,972 | $2.6B | 0.33% | |
| 85 | TYLTYLER TECHNOLOGIES INC | 4,429 | $2.6B | 0.33% | |
| 86 | CNRCORE NATURAL RESOURCES INC | 32,955 | $2.5B | 0.33% | |
| 87 | QCOMQUALCOMM INC | 16,465 | $2.5B | 0.33% | |
| 88 | LOWLOWES COS INC | 10,637 | $2.5B | 0.32% | |
| 89 | BMIBADGER METER INC | 13,000 | $2.5B | 0.32% | |
| 90 | CATCATERPILLAR INC | 7,489 | $2.5B | 0.32% | |
| 91 | OKEONEOK INC NEW | 24,741 | $2.5B | 0.32% | |
| 92 | CRWDCROWDSTRIKE HLDGS INC | 6,958 | $2.5B | 0.32% | |
| 93 | SYKSTRYKER CORPORATION | 6,538 | $2.4B | 0.32% | |
| 94 | MPWRMONOLITHIC PWR SYS INC | 4,121 | $2.4B | 0.31% | |
| 95 | PODDINSULET CORP | 9,054 | $2.4B | 0.31% | |
| 96 | LHXL3HARRIS TECHNOLOGIES INC | 11,352 | $2.4B | 0.31% | |
| 97 | UNHUNITEDHEALTH GROUP INC | 4,534 | $2.4B | 0.31% | |
| 98 | NGVCNATURAL GROCERS BY VITAMIN C | 59,026 | $2.4B | 0.31% | |
| 99 | LULULULULEMON ATHLETICA INC | 8,377 | $2.4B | 0.31% | |
| 100 | SHWSHERWIN WILLIAMS CO | 6,714 | $2.3B | 0.30% |
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