Linden Thomas Advisory Services, LLC Q2 2025 Filing
Filed July 31, 2025
Portfolio Value
$908.1B
Holdings
478
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (478 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | NVDANVIDIA CORPORATION | 181,647 | $28.7B | 3.16% | |
| 2 | METAMETA PLATFORMS INC | 22,240 | $16.4B | 1.81% | |
| 3 | AAPLAPPLE INC | 76,455 | $15.7B | 1.73% | |
| 4 | MSFTMICROSOFT CORP | 27,903 | $13.9B | 1.53% | |
| 5 | AVGOBROADCOM INC | 38,202 | $10.5B | 1.16% | |
| 6 | PLTRPALANTIR TECHNOLOGIES INC | 66,630 | $9.1B | 1.00% | |
| 7 | RMERESMED INC | 32,523 | $8.4B | 0.92% | |
| 8 | HEIHEICO CORP NEW | 25,522 | $8.4B | 0.92% | |
| 9 | ANETARISTA NETWORKS INC | 81,320 | $8.3B | 0.92% | |
| 10 | NFLXNETFLIX INC | 5,892 | $7.9B | 0.87% | |
| 11 | FFIVF5 INC | 25,674 | $7.6B | 0.83% | |
| 12 | APPAPPLOVIN CORP | 21,042 | $7.4B | 0.81% | |
| 13 | SPGIS&P GLOBAL INC | 13,482 | $7.1B | 0.78% | |
| 14 | VVISA INC | 19,945 | $7.1B | 0.78% | |
| 15 | MAMASTERCARD INCORPORATED | 12,375 | $7.0B | 0.77% | |
| 16 | PANWPALO ALTO NETWORKS INC | 30,246 | $6.2B | 0.68% | |
| 17 | ABTABBOTT LABS | 44,874 | $6.1B | 0.67% | |
| 18 | INTUINTUIT | 7,719 | $6.1B | 0.67% | |
| 19 | MOALTRIA GROUP INC | 103,339 | $6.1B | 0.67% | |
| 20 | VICIVICI PPTYS INC | 182,718 | $6.0B | 0.66% | |
| 21 | FTNTFORTINET INC | 55,378 | $5.9B | 0.64% | |
| 22 | ISRGINTUITIVE SURGICAL INC | 10,654 | $5.8B | 0.64% | |
| 23 | CRMSALESFORCE INC | 20,996 | $5.7B | 0.63% | |
| 24 | NOWSERVICENOW INC | 5,423 | $5.6B | 0.61% | |
| 25 | GOOGLALPHABET INC | 31,422 | $5.5B | 0.61% | |
| 26 | NRANRG ENERGY INC | 33,885 | $5.4B | 0.60% | |
| 27 | BACVERIZON COMMUNICATIONS INC | 124,364 | $5.4B | 0.59% | |
| 28 | GEVGE VERNOVA INC | 10,078 | $5.3B | 0.59% | |
| 29 | GILDGILEAD SCIENCES INC | 47,527 | $5.3B | 0.58% | |
| 30 | AZOAUTOZONE INC | 1,417 | $5.3B | 0.58% | |
| 31 | TMOTHERMO FISHER SCIENTIFIC INC | 12,638 | $5.1B | 0.56% | |
| 32 | HDHOME DEPOT INC | 13,648 | $5.0B | 0.55% | |
| 33 | CDNSCADENCE DESIGN SYSTEM INC | 16,197 | $5.0B | 0.55% | |
| 34 | TMUST-MOBILE US INC | 20,683 | $4.9B | 0.54% | |
| 35 | CSCOCISCO SYS INC | 70,016 | $4.9B | 0.53% | |
| 36 | ALABASTERA LABS INC | 52,570 | $4.8B | 0.52% | |
| 37 | HTDCORCEPT THERAPEUTICS INC | 63,600 | $4.7B | 0.51% | |
| 38 | SOLVSOLVENTUM CORP | 60,573 | $4.6B | 0.51% | |
| 39 | MNSTMONSTER BEVERAGE CORP NEW | 71,695 | $4.5B | 0.49% | |
| 40 | WMBWILLIAMS COS INC | 70,301 | $4.4B | 0.49% | |
| 41 | MTSIMACOM TECH SOLUTIONS HLDGS I | 30,799 | $4.4B | 0.49% | |
| 42 | ABGCENCORA INC | 14,605 | $4.4B | 0.48% | |
| 43 | ACMAECOM | 38,641 | $4.4B | 0.48% | |
| 44 | WMTWALMART INC | 43,880 | $4.3B | 0.47% | |
| 45 | ORCLORACLE CORP | 19,528 | $4.3B | 0.47% | |
| 46 | SYKSTRYKER CORPORATION | 10,645 | $4.2B | 0.46% | |
| 47 | HRLHORMEL FOODS CORP | 138,531 | $4.2B | 0.46% | |
| 48 | IDXXIDEXX LABS INC | 7,797 | $4.2B | 0.46% | |
| 49 | FOXAFOX CORP | 74,298 | $4.2B | 0.46% | |
| 50 | LIILENNOX INTL INC | 7,259 | $4.2B | 0.46% | |
| 51 | CHTRCHARTER COMMUNICATIONS INC N | 10,021 | $4.1B | 0.45% | |
| 52 | XOMEXXON MOBIL CORP | 37,874 | $4.1B | 0.45% | |
| 53 | LRCXLAM RESEARCH CORP | 41,836 | $4.1B | 0.45% | |
| 54 | USLMUNITED STS LIME & MINERALS I | 40,676 | $4.1B | 0.45% | |
| 55 | BRK/BBERKSHIRE HATHAWAY INC DEL | 8,347 | $4.1B | 0.45% | |
| 56 | KRKROGER CO | 56,190 | $4.0B | 0.44% | |
| 57 | CTSHCOGNIZANT TECHNOLOGY SOLUTIO | 51,451 | $4.0B | 0.44% | |
| 58 | LMTLOCKHEED MARTIN CORP | 8,619 | $4.0B | 0.44% | |
| 59 | COSTCOSTCO WHSL CORP NEW | 3,983 | $3.9B | 0.43% | |
| 60 | ORLYOREILLY AUTOMOTIVE INC | 43,625 | $3.9B | 0.43% | |
| 61 | PAYXPAYCHEX INC | 26,697 | $3.9B | 0.43% | |
| 62 | KLACKLA CORP | 4,335 | $3.9B | 0.43% | |
| 63 | LLYELI LILLY & CO | 4,925 | $3.8B | 0.42% | |
| 64 | FISVFISERV INC | 21,324 | $3.7B | 0.40% | |
| 65 | APHAMPHENOL CORP NEW | 37,017 | $3.7B | 0.40% | |
| 66 | VRTXVERTEX PHARMACEUTICALS INC | 8,161 | $3.6B | 0.40% | |
| 67 | CRWDCROWDSTRIKE HLDGS INC | 7,126 | $3.6B | 0.40% | |
| 68 | CHECHEMED CORP NEW | 7,399 | $3.6B | 0.40% | |
| 69 | VEEVVEEVA SYS INC | 12,409 | $3.6B | 0.39% | |
| 70 | FDSFACTSET RESH SYS INC | 7,905 | $3.5B | 0.39% | |
| 71 | CSGPCOSTAR GROUP INC | 43,314 | $3.5B | 0.38% | |
| 72 | MATXMATSON INC | 28,982 | $3.2B | 0.36% | |
| 73 | ZBRAZEBRA TECHNOLOGIES CORPORATI | 10,446 | $3.2B | 0.35% | |
| 74 | KNSAKINIKSA PHARMACEUTICALS INTL | 116,115 | $3.2B | 0.35% | |
| 75 | BMIBADGER METER INC | 12,875 | $3.2B | 0.35% | |
| 76 | TSLATESLA INC | 9,815 | $3.1B | 0.34% | |
| 77 | TSCOTRACTOR SUPPLY CO | 58,789 | $3.1B | 0.34% | |
| 78 | AMDADVANCED MICRO DEVICES INC | 21,836 | $3.1B | 0.34% | |
| 79 | MPWRMONOLITHIC PWR SYS INC | 4,174 | $3.1B | 0.34% | |
| 80 | ITGARTNER INC | 7,481 | $3.0B | 0.33% | |
| 81 | JXNJACKSON FINANCIAL INC | 33,792 | $3.0B | 0.33% | |
| 82 | CRAICRA INTL INC | 15,917 | $3.0B | 0.33% | |
| 83 | PENPENUMBRA INC | 11,597 | $3.0B | 0.33% | |
| 84 | ADBEADOBE INC | 7,583 | $2.9B | 0.32% | |
| 85 | KMIKINDER MORGAN INC DEL | 99,213 | $2.9B | 0.32% | |
| 86 | LMATLEMAITRE VASCULAR INC | 34,553 | $2.9B | 0.32% | |
| 87 | SNOWSNOWFLAKE INC | 12,534 | $2.8B | 0.31% | |
| 88 | PODDINSULET CORP | 8,899 | $2.8B | 0.31% | |
| 89 | TXNTEXAS INSTRS INC | 13,403 | $2.8B | 0.31% | |
| 90 | CPRXCATALYST PHARMACEUTICALS INC | 127,426 | $2.8B | 0.30% | |
| 91 | QCOMQUALCOMM INC | 17,240 | $2.7B | 0.30% | |
| 92 | NVTNVENT ELECTRIC PLC | 37,028 | $2.7B | 0.30% | |
| 93 | ZSZSCALER INC | 8,613 | $2.7B | 0.30% | |
| 94 | LOWLOWES COS INC | 12,124 | $2.7B | 0.30% | |
| 95 | ADIANALOG DEVICES INC | 11,263 | $2.7B | 0.30% | |
| 96 | FICOFAIR ISAAC CORP | 1,461 | $2.7B | 0.29% | |
| 97 | GRMNGARMIN LTD | 12,487 | $2.6B | 0.29% | |
| 98 | MTNVAIL RESORTS INC | 16,585 | $2.6B | 0.29% | |
| 99 | TYLTYLER TECHNOLOGIES INC | 4,391 | $2.6B | 0.29% | |
| 100 | AMATAPPLIED MATLS INC | 14,115 | $2.6B | 0.28% |
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