Linden Thomas Advisory Services, LLC Q4 2023 Filing
Filed February 1, 2024
Portfolio Value
$535.5M
Holdings
415
Report Date
Q4 2023
Filing Type
13F-HR
All Holdings (415 positions)
| Stock | Value |
|---|---|
AVGOBROADCOM INC | $6.1M |
CRMSALESFORCE INC | $5.5M |
AAPLAPPLE INC | $5.2M |
NVDANVIDIA CORPORATION | $5.2M |
LLYELI LILLY & CO | $5.0M |
METAMETA PLATFORMS INC | $4.8M |
CHECHEMED CORP NEW | $4.1M |
MSFTMICROSOFT CORP | $4.0M |
ITGARTNER INC | $3.9M |
INTUINTUIT | $3.8M |
LMTLOCKHEED MARTIN CORP | $3.7M |
NFLXNETFLIX INC | $3.6M |
FDSFACTSET RESH SYS INC | $3.5M |
IDXXIDEXX LABS INC | $3.3M |
LRCXEURLAM RESEARCH CORP | $3.2M |
PANWPALO ALTO NETWORKS INC | $3.1M |
MNSTMONSTER BEVERAGE CORP NEW | $3.1M |
SPGIS&P GLOBAL INC | $3.0M |
CSGPCOSTAR GROUP INC | $2.9M |
ORCLORACLE CORP | $2.9M |
TSCOTRACTOR SUPPLY CO | $2.9M |
MPWRMONOLITHIC PWR SYS INC | $2.9M |
OLEDUNIVERSAL DISPLAY CORP | $2.8M |
HDHOME DEPOT INC | $2.8M |
LIILENNOX INTL INC | $2.8M |
KLACKLA CORP | $2.8M |
GILDGILEAD SCIENCES INC | $2.8M |
ADBEADOBE INC | $2.7M |
MATXMATSON INC | $2.7M |
VVISA INC | $2.7M |
ZBRAZEBRA TECHNOLOGIES CORPORATI | $2.7M |
EPAMEPAM SYS INC | $2.7M |
ZMZOOM VIDEO COMMUNICATIONS IN | $2.6M |
AZPN1USDASPEN TECHNOLOGY INC | $2.6M |
AMRALPHA METALLURGICAL RESOUR I | $2.6M |
CRWDCROWDSTRIKE HLDGS INC | $2.6M |
MAMASTERCARD INCORPORATED | $2.6M |
ROLROLLINS INC | $2.5M |
BCCBOISE CASCADE CO DEL | $2.5M |
TSLATESLA INC | $2.5M |
KMIKINDER MORGAN INC DEL | $2.5M |
VRTXVERTEX PHARMACEUTICALS INC | $2.4M |
VICIVICI PPTYS INC | $2.4M |
PLABPHOTRONICS INC | $2.4M |
AMDADVANCED MICRO DEVICES INC | $2.4M |
GWWGRAINGER W W INC | $2.3M |
REGNREGENERON PHARMACEUTICALS | $2.3M |
MOALTRIA GROUP INC | $2.3M |
FICOFAIR ISAAC CORP | $2.3M |
UBERUBER TECHNOLOGIES INC | $2.2M |
CDNSCADENCE DESIGN SYSTEM INC | $2.2M |
ABTABBOTT LABS | $2.2M |
LULULULULEMON ATHLETICA INC | $2.2M |
TECHBIO-TECHNE CORP | $2.2M |
GSATUSDGLOBALSTAR INC | $2.2M |
FIVEFIVE BELOW INC | $2.2M |
AKXANSYS INC | $2.1M |
MORNMORNINGSTAR INC | $2.1M |
GDGENERAL DYNAMICS CORP | $2.1M |
AMGNAMGEN INC | $2.1M |
PAGPENSKE AUTOMOTIVE GRP INC | $2.1M |
BMYBRISTOL-MYERS SQUIBB CO | $2.0M |
ARCBARCBEST CORP | $2.0M |
CEIXEURCONSOL ENERGY INC NEW | $2.0M |
SHWSHERWIN WILLIAMS CO | $2.0M |
KNSAKINIKSA PHARMACEUTICALS LTD | $2.0M |
ISRGINTUITIVE SURGICAL INC | $2.0M |
TYLTYLER TECHNOLOGIES INC | $2.0M |
MMM3M CO | $2.0M |
VEEVVEEVA SYS INC | $2.0M |
TWTRADEWEB MKTS INC | $1.9M |
ABBVABBVIE INC | $1.9M |
OMCOMNICOM GROUP INC | $1.9M |
MEDPMEDPACE HLDGS INC | $1.9M |
ONTOONTO INNOVATION INC | $1.9M |
NFENEW FORTRESS ENERGY INC | $1.9M |
GOOGLALPHABET INC | $1.9M |
CBOECBOE GLOBAL MKTS INC | $1.9M |
DPZDOMINOS PIZZA INC | $1.9M |
APHAMPHENOL CORP NEW | $1.9M |
USLMUNITED STS LIME & MINERALS I | $1.9M |
FFIVF5 INC | $1.9M |
BACVERIZON COMMUNICATIONS INC | $1.9M |
ADIANALOG DEVICES INC | $1.9M |
ABCBAMERIS BANCORP | $1.8M |
HTDCORCEPT THERAPEUTICS INC | $1.8M |
ULTAULTA BEAUTY INC | $1.8M |
ORLYOREILLY AUTOMOTIVE INC | $1.8M |
CPRTCOPART INC | $1.8M |
BKUBANKUNITED INC | $1.8M |
NXQUANEX BLDG PRODS CORP | $1.8M |
MDC1USDM D C HLDGS INC | $1.8M |
VRSKVERISK ANALYTICS INC | $1.8M |
GPCGENUINE PARTS CO | $1.8M |
HPEHEWLETT PACKARD ENTERPRISE C | $1.8M |
CMACOMERICA INC | $1.8M |
T7DTRANSDIGM GROUP INC | $1.8M |
HCKTHACKETT GROUP INC | $1.8M |
OKEONEOK INC NEW | $1.8M |
METMETLIFE INC | $1.8M |
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