Linden Thomas Advisory Services, LLC Q4 2024 Filing
Filed January 21, 2025
Portfolio Value
$789.0M
Holdings
469
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (469 positions)
| Stock | Value |
|---|---|
NVDANVIDIA CORPORATION | $21.8M |
AAPLAPPLE INC | $12.7M |
METAMETA PLATFORMS INC | $11.8M |
MSFTMICROSOFT CORP | $10.3M |
AVGOBROADCOM INC | $8.6M |
ANETARISTA NETWORKS INC | $6.9M |
ALABASTERA LABS INC | $6.9M |
CRMSALESFORCE INC | $6.7M |
APPAPPLOVIN CORP | $6.3M |
MAMASTERCARD INCORPORATED | $5.9M |
LLYELI LILLY & CO | $5.8M |
VVISA INC | $5.7M |
NFLXNETFLIX INC | $5.7M |
USLMUNITED STS LIME & MINERALS I | $5.5M |
NOWSERVICENOW INC | $5.4M |
ISRGINTUITIVE SURGICAL INC | $5.3M |
SPGIS&P GLOBAL INC | $5.1M |
FTNTFORTINET INC | $5.0M |
HDHOME DEPOT INC | $4.9M |
ADBEADOBE INC | $4.7M |
PLTRPALANTIR TECHNOLOGIES INC | $4.6M |
INTUINTUIT | $4.6M |
CDNSCADENCE DESIGN SYSTEM INC | $4.4M |
PANWPALO ALTO NETWORKS INC | $4.3M |
LIILENNOX INTL INC | $4.3M |
KLACKLA CORP | $4.3M |
LMTLOCKHEED MARTIN CORP | $4.1M |
GILDGILEAD SCIENCES INC | $4.1M |
ZBRAZEBRA TECHNOLOGIES CORPORATI | $4.0M |
CHECHEMED CORP NEW | $4.0M |
SOLVSOLVENTUM CORP | $4.0M |
MTSIMACOM TECH SOLUTIONS HLDGS I | $4.0M |
GWWGRAINGER W W INC | $4.0M |
GOOGLALPHABET INC | $3.9M |
TSLATESLA INC | $3.9M |
AXPAMERICAN EXPRESS CO | $3.9M |
TMUST-MOBILE US INC | $3.9M |
FDSFACTSET RESH SYS INC | $3.8M |
MNSTMONSTER BEVERAGE CORP NEW | $3.7M |
ITGARTNER INC | $3.6M |
MATXMATSON INC | $3.6M |
WMTWALMART INC | $3.6M |
AMATAPPLIED MATLS INC | $3.6M |
VICIVICI PPTYS INC | $3.6M |
ABTABBOTT LABS | $3.5M |
RMERESMED INC | $3.5M |
ORLYOREILLY AUTOMOTIVE INC | $3.4M |
BACVERIZON COMMUNICATIONS INC | $3.3M |
GEVGE VERNOVA INC | $3.3M |
AZOAUTOZONE INC | $3.2M |
WMBWILLIAMS COS INC | $3.2M |
HTDCORCEPT THERAPEUTICS INC | $3.2M |
LMATLEMAITRE VASCULAR INC | $3.2M |
CRAICRA INTL INC | $3.2M |
FICOFAIR ISAAC CORP | $3.1M |
ORCLORACLE CORP | $3.1M |
TSCOTRACTOR SUPPLY CO | $3.1M |
CSGPCOSTAR GROUP INC | $3.1M |
IDXXIDEXX LABS INC | $3.1M |
LULULULULEMON ATHLETICA INC | $3.0M |
MTNVAIL RESORTS INC | $3.0M |
ALSNALLISON TRANSMISSION HLDGS I | $3.0M |
VRTXVERTEX PHARMACEUTICALS INC | $3.0M |
JXNJACKSON FINANCIAL INC | $3.0M |
HCKTHACKETT GROUP INC | $2.9M |
TTDTHE TRADE DESK INC | $2.9M |
LRCXLAM RESEARCH CORP | $2.8M |
EPAMEPAM SYS INC | $2.8M |
BMIBADGER METER INC | $2.8M |
AZPN1USDASPEN TECHNOLOGY INC | $2.8M |
BXBLACKSTONE INC | $2.8M |
PENPENUMBRA INC | $2.7M |
FFIVF5 INC | $2.6M |
MCOMOODYS CORP | $2.6M |
KRKROGER CO | $2.6M |
CSCOCISCO SYS INC | $2.6M |
COSTCOSTCO WHSL CORP NEW | $2.6M |
KMIKINDER MORGAN INC DEL | $2.6M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $2.6M |
LOWLOWES COS INC | $2.5M |
TYLTYLER TECHNOLOGIES INC | $2.5M |
VEEVVEEVA SYS INC | $2.5M |
CATCATERPILLAR INC | $2.5M |
NVTNVENT ELECTRIC PLC | $2.5M |
OKEONEOK INC NEW | $2.5M |
TMOTHERMO FISHER SCIENTIFIC INC | $2.5M |
GRMNGARMIN LTD | $2.5M |
PAYXPAYCHEX INC | $2.4M |
QCOMQUALCOMM INC | $2.4M |
—ARCADIUM LITHIUM PLC | $2.4M |
FOXAFOX CORP | $2.4M |
VCELVERICEL CORP | $2.4M |
GSATUSDGLOBALSTAR INC | $2.4M |
AMDADVANCED MICRO DEVICES INC | $2.4M |
MPWRMONOLITHIC PWR SYS INC | $2.4M |
BCCBOISE CASCADE CO DEL | $2.4M |
GDYNGRID DYNAMICS HLDGS INC | $2.4M |
BRBROADRIDGE FINL SOLUTIONS IN | $2.4M |
KNSAKINIKSA PHARMACEUTICALS INTL | $2.3M |
LHXL3HARRIS TECHNOLOGIES INC | $2.3M |
Page 1 of 5Next