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
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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