Linden Thomas Advisory Services, LLC
- SEC CIK
- 0001965702
- 最新申報
- 2026/7/16
2023 年第 3 季持倉
持倉截至 2023/9/30，2023/10/20 申報。只含多頭部位，變化是跟 2023 年第 2 季比股數。
- 持股檔數
- 385
- 較 2023 年第 2 季 +21
- 總值
- $4.49 億
- 較 2023 年第 2 季 −$142.9 萬 (−0.3%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AVGOBroadcom Inc. | Stock | 5,336 | $443.2 萬 | 1.0% | −667−11.1% | 減碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 8,115 | $435.9 萬 | 1.0% | −45−0.6% | 減碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 19,228 | $389.9 萬 | 0.9% | +2,479+14.8% | 加碼 | 歷史 |
| CHEChemed Corp | COM | 6,960 | $361.7 萬 | 0.8% | −527−7.0% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 8,176 | $355.6 萬 | 0.8% | −7,339−47.3% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 20,644 | $353.4 萬 | 0.8% | −3,257−13.6% | 減碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 11,151 | $334.8 萬 | 0.7% | +2,106+23.3% | 加碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 7,904 | $323.2 萬 | 0.7% | −239−2.9% | 減碼 | 歷史 |
| FDSFactset Research Systems Inc | Stock | 7,340 | $320.9 萬 | 0.7% | −1,747−19.2% | 減碼 | 歷史 |
| ITGartner Inc | COM | 8,446 | $290.2 萬 | 0.6% | −4,244−33.4% | 減碼 | 歷史 |
| INTUIntuit Inc. | Stock | 5,567 | $284.4 萬 | 0.6% | +325+6.2% | 加碼 | 歷史 |
| MNSTMonster Beverage Corp | COM | 52,092 | $275.8 萬 | 0.6% | −31,253−37.5% | 減碼 | 歷史 |
| ORCLOracle Corp | Stock | 25,816 | $273.4 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| NFLXNetflix Inc | Stock | 7,194 | $271.6 萬 | 0.6% | +696+10.7% | 加碼 | 歷史 |
| TSCOTractor Supply Co | COM | 13,324 | $270.5 萬 | 0.6% | −2,927−18.0% | 減碼 | 歷史 |
| CSGPCostar Group, Inc. | COM | 33,176 | $255.1 萬 | 0.6% | −1,475−4.3% | 減碼 | 歷史 |
| TSLATesla, Inc. | Stock | 10,021 | $250.7 萬 | 0.6% | +2,313+30.0% | 加碼 | 歷史 |
| ZMZoom Communications, Inc. | Stock | 35,519 | $248.4 萬 | 0.6% | +30,522+610.8% | 加碼 | 歷史 |
| IDXXIDEXX Laboratories Inc | COM | 5,617 | $245.6 萬 | 0.5% | +771+15.9% | 加碼 | 歷史 |
| LRCXLam Research Corp | COM | 3,845 | $241.0 萬 | 0.5% | +1,339+53.4% | 加碼 | 歷史 |
| ATVIActivision Blizzard, Inc. | COM | 25,725 | $240.9 萬 | 0.5% | +2,151+9.1% | 加碼 | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 31,981 | $239.7 萬 | 0.5% | +10,511+49.0% | 加碼 | 歷史 |
| AZPNAspen Technology, Inc. | COM | 11,671 | $238.4 萬 | 0.5% | +5,252+81.8% | 加碼 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 10,012 | $234.7 萬 | 0.5% | −3,144−23.9% | 減碼 | 歷史 |
| ZBRAZebra Technologies Corp | CL A | 9,784 | $231.4 萬 | 0.5% | +2,446+33.3% | 加碼 | 歷史 |
| SPGIS&P Global Inc. | Stock | 6,241 | $228.1 萬 | 0.5% | −1,961−23.9% | 減碼 | 歷史 |
| LIILennox International Inc | COM | 6,061 | $226.9 萬 | 0.5% | +71+1.2% | 加碼 | 歷史 |
| OLEDUniversal Display Corp | COM | 14,379 | $225.7 萬 | 0.5% | +7,999+125.4% | 加碼 | 歷史 |
| EPAMEPAM Systems, Inc. | COM | 8,732 | $223.3 萬 | 0.5% | +3,242+59.1% | 加碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 38,449 | $223.2 萬 | 0.5% | +13,488+54.0% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 7,044 | $222.4 萬 | 0.5% | +718+11.3% | 加碼 | 歷史 |
| MOAltria Group, Inc. | Stock | 52,606 | $221.2 萬 | 0.5% | +20,165+62.2% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 7,249 | $219.0 萬 | 0.5% | +260+3.7% | 加碼 | 歷史 |
| KMIKinder Morgan, Inc. | Stock | 131,184 | $217.5 萬 | 0.5% | +4,457+3.5% | 加碼 | 歷史 |
| CNRCore Natural Resources, Inc. | COM | 20,429 | $214.3 萬 | 0.5% | −31−0.2% | 減碼 | 歷史 |
| MATXMatson, Inc. | COM | 23,996 | $212.9 萬 | 0.5% | +409+1.7% | 加碼 | 歷史 |
| VICIVici Properties Inc. | COM | 71,766 | $208.8 萬 | 0.5% | +2,124+3.0% | 加碼 | 歷史 |
| AMRAlpha Metallurgical Resources, Inc. | COM | 7,838 | $203.6 萬 | 0.5% | −16−0.2% | 減碼 | 歷史 |
| REGNRegeneron Pharmaceuticals, Inc. | COM | 2,471 | $203.4 萬 | 0.5% | −626−20.2% | 減碼 | 歷史 |
| PAGPenske Automotive Group, Inc. | COM | 12,145 | $202.9 萬 | 0.5% | −629−4.9% | 減碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 3,972 | $202.5 萬 | 0.5% | −846−17.6% | 減碼 | 歷史 |
| ROLRollins Inc | COM | 54,242 | $202.5 萬 | 0.5% | −12,181−18.3% | 減碼 | 歷史 |
| VEEVVeeva Systems Inc | Stock | 9,940 | $202.2 萬 | 0.5% | +82+0.8% | 加碼 | 歷史 |
| BCCBoise Cascade Co | COM | 19,611 | $202.1 萬 | 0.5% | −30−0.2% | 減碼 | 歷史 |
| KNSAKiniksa Pharmaceuticals International, plc | COM CL A | 115,891 | $201.3 萬 | 0.4% | +57,942+100.0% | 加碼 | 歷史 |
| MPWRMonolithic Power Systems, Inc. | COM | 4,261 | $196.9 萬 | 0.4% | −1,466−25.6% | 減碼 | 歷史 |
| VRTVVeritiv Corp | COM | 11,642 | $196.6 萬 | 0.4% | +207+1.8% | 加碼 | 歷史 |
| MAMastercard Inc | Stock | 4,945 | $195.8 萬 | 0.4% | +2,253+83.7% | 加碼 | 歷史 |
| VRTXVertex Pharmaceuticals Inc | Stock | 5,459 | $189.8 萬 | 0.4% | −7,135−56.7% | 減碼 | 歷史 |
| KLACKLA Corp | COM NEW | 4,136 | $189.7 萬 | 0.4% | +1,944+88.7% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 8,237 | $189.5 萬 | 0.4% | +4,024+95.5% | 加碼 | 歷史 |
| PAYCPaycom Software, Inc. | Stock | 7,293 | $189.1 萬 | 0.4% | +1,056+16.9% | 加碼 | 歷史 |
| TECHBIO-TECHNE Corp | COM | 27,542 | $187.5 萬 | 0.4% | +8,298+43.1% | 加碼 | 歷史 |
| CHTRCharter Communications, Inc. | CL A | 4,258 | $187.3 萬 | 0.4% | +2,030+91.1% | 加碼 | 歷史 |
| AMGNAmgen Inc | Stock | 6,861 | $184.4 萬 | 0.4% | +100+1.5% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 12,342 | $184.0 萬 | 0.4% | −14−0.1% | 減碼 | 歷史 |
| DBIDesigner Brands Inc. | CL A | 143,094 | $181.2 萬 | 0.4% | −236−0.2% | 減碼 | 歷史 |
| TYLTyler Technologies Inc | COM | 4,672 | $180.4 萬 | 0.4% | −1,952−29.5% | 減碼 | 歷史 |
| CDNSCadence Design Systems Inc | Stock | 7,653 | $179.3 萬 | 0.4% | −11,205−59.4% | 減碼 | 歷史 |
| HCKTHackett Group, Inc. | COM | 75,840 | $178.9 萬 | 0.4% | +1,255+1.7% | 加碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 18,150 | $175.8 萬 | 0.4% | −506−2.7% | 減碼 | 歷史 |
| GWWW.W. Grainger, Inc. | Stock | 2,513 | $173.9 萬 | 0.4% | +1,300+107.2% | 加碼 | 歷史 |
| DPZDominos Pizza Inc | COM | 4,583 | $173.6 萬 | 0.4% | +1,146+33.3% | 加碼 | 歷史 |
| GPCGenuine Parts Co | Stock | 12,019 | $173.5 萬 | 0.4% | +260+2.2% | 加碼 | 歷史 |
| HPEHewlett Packard Enterprise Co | COM | 99,688 | $173.2 萬 | 0.4% | +2,063+2.1% | 加碼 | 歷史 |
| ANSSAnsys Inc | COM | 5,809 | $172.8 萬 | 0.4% | −2,646−31.3% | 減碼 | 歷史 |
| HUMHumana Inc | Stock | 3,502 | $170.4 萬 | 0.4% | −155−4.2% | 減碼 | 歷史 |
| NXQuanex Building Products CORP | COM | 60,269 | $169.8 萬 | 0.4% | −97−0.2% | 減碼 | 歷史 |
| GDGeneral Dynamics Corp | Stock | 7,639 | $168.8 萬 | 0.4% | +78+1.0% | 加碼 | 歷史 |
| FFIVF5, Inc. | Stock | 10,471 | $168.7 萬 | 0.4% | +2,512+31.6% | 加碼 | 歷史 |
| UBERUber Technologies, Inc | Stock | 36,610 | $168.4 萬 | 0.4% | +4,513+14.1% | 加碼 | 歷史 |
| MORNMorningstar, Inc. | COM | 7,155 | $167.6 萬 | 0.4% | +1,181+19.8% | 加碼 | 歷史 |
| ORLYO Reilly Automotive Inc | Stock | 1,835 | $166.8 萬 | 0.4% | −1,222−40.0% | 減碼 | 歷史 |
| ARCBArcbest Corp | COM | 16,284 | $165.5 萬 | 0.4% | +374+2.4% | 加碼 | 歷史 |
| TWTradeweb Markets Inc. | Stock | 20,633 | $165.5 萬 | 0.4% | +20,633 | 新進 | 歷史 |
| USLMUnited States Lime & Minerals Inc | COM | 8,218 | $165.2 萬 | 0.4% | −22−0.3% | 減碼 | 歷史 |
| VRSKVerisk Analytics, Inc. | COM | 6,904 | $163.1 萬 | 0.4% | +2,659+62.6% | 加碼 | 歷史 |
| LULUlululemon athletica inc. | Stock | 4,221 | $162.8 萬 | 0.4% | −2,892−40.7% | 減碼 | 歷史 |
| HALOHalozyme Therapeutics, Inc. | COM | 42,450 | $162.2 萬 | 0.4% | +5,126+13.7% | 加碼 | 歷史 |
| STZConstellation Brands, Inc. | Stock | 6,411 | $161.1 萬 | 0.4% | +6,411 | 新進 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 12,230 | $160.0 萬 | 0.4% | +6,713+121.7% | 加碼 | 歷史 |
| CBOECboe Global Markets, Inc. | COM | 10,240 | $160.0 萬 | 0.4% | −2,093−17.0% | 減碼 | 歷史 |
| SHWSherwin Williams Co | COM | 6,270 | $159.9 萬 | 0.4% | +489+8.5% | 加碼 | 歷史 |
| BMRNBiomarin Pharmaceutical Inc | COM | 18,049 | $159.7 萬 | 0.4% | −542−2.9% | 減碼 | 歷史 |
| FIVEFive Below, Inc | COM | 9,917 | $159.6 萬 | 0.4% | −840−7.8% | 減碼 | 歷史 |
| NFENew Fortress Energy Inc. | COM CL A | 48,657 | $159.5 萬 | 0.4% | +48,657 | 新進 | 歷史 |
| METMetlife Inc | Stock | 25,344 | $159.4 萬 | 0.4% | +725+2.9% | 加碼 | 歷史 |
| ARCHArch Resources, Inc. | CL A | 9,341 | $159.4 萬 | 0.4% | −22−0.2% | 減碼 | 歷史 |
| LMATLemaitre Vascular Inc | COM | 29,157 | $158.8 萬 | 0.4% | +568+2.0% | 加碼 | 歷史 |
| APOApollo Global Management, Inc. | COM | 17,646 | $158.4 萬 | 0.4% | +17,646 | 新進 | 歷史 |
| MMM3M Co | Stock | 16,887 | $158.1 萬 | 0.4% | +8,576+103.2% | 加碼 | 歷史 |
| PLABPhotronics Inc | COM | 78,165 | $158.0 萬 | 0.4% | −129−0.2% | 減碼 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 5,403 | $157.9 萬 | 0.4% | −3,413−38.7% | 減碼 | 歷史 |
| CRWDCrowdStrike Holdings, Inc. | Stock | 9,382 | $157.0 萬 | 0.3% | +5,584+147.0% | 加碼 | 歷史 |
| ALSNAllison Transmission Holdings Inc | Stock | 26,536 | $156.7 萬 | 0.3% | +13,080+97.2% | 加碼 | 歷史 |
| OMCOmnicom Group Inc. | COM | 20,952 | $156.1 萬 | 0.3% | +3,831+22.4% | 加碼 | 歷史 |
| PARRPar Pacific Holdings, Inc. | COM NEW | 43,001 | $154.5 萬 | 0.3% | −68−0.2% | 減碼 | 歷史 |
| FICOFair Isaac Corp | COM | 1,769 | $153.6 萬 | 0.3% | −426−19.4% | 減碼 | 歷史 |
| ONTOOnto Innovation Inc. | COM | 12,008 | $153.1 萬 | 0.3% | +12,008 | 新進 | 歷史 |
| CORTCorcept Therapeutics Inc | COM | 56,116 | $152.9 萬 | 0.3% | +368+0.7% | 加碼 | 歷史 |
2023 年第 2 季之後清倉（43 檔）
2023 年第 2 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2023 年第 2 季股數 | 2023 年第 2 季市值 | 2023 年第 2 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| ANETArista Networks, Inc. | COM | 10,128 | $164.1 萬 | 0.4% | 歷史 |
| BRBroadridge Financial Solutions, Inc. | Stock | 8,831 | $146.3 萬 | 0.3% | 歷史 |
| SNPSSynopsys Inc | COM | 2,884 | $125.6 萬 | 0.3% | 歷史 |
| HUBBHubbell Inc | COM | 3,757 | $124.6 萬 | 0.3% | 歷史 |
| ETSYEtsy Inc | COM | 14,118 | $119.5 萬 | 0.3% | 歷史 |
| EXELExelixis, Inc. | COM | 61,434 | $117.4 萬 | 0.3% | 歷史 |
| QDELQuidelOrtho Corp | COM | 13,788 | $114.2 萬 | 0.3% | 歷史 |
| BPMCBlueprint Medicines Corp | COM | 17,212 | $108.8 萬 | 0.2% | 歷史 |
| DOXAmdocs Ltd | SHS | 10,280 | $101.6 萬 | 0.2% | 歷史 |
| BAHBooz Allen Hamilton Holding Corp | CL A | 8,966 | $100.1 萬 | 0.2% | 歷史 |
| SNASnap-on Inc | COM | 3,447 | $99.3 萬 | 0.2% | 歷史 |
| UNFUnifirst Corp | COM | 6,235 | $96.6 萬 | 0.2% | 歷史 |
| DVNDevon Energy Corp | Stock | 19,923 | $96.3 萬 | 0.2% | 歷史 |
| OLLIOllie's Bargain Outlet Holdings, Inc. | Stock | 16,599 | $96.2 萬 | 0.2% | 歷史 |
| CTRACoterra Energy Inc. | Stock | 37,931 | $96.0 萬 | 0.2% | 歷史 |
| WSOWatsco Inc | COM | 2,472 | $94.3 萬 | 0.2% | 歷史 |
| TERTeradyne, Inc | Stock | 7,854 | $87.4 萬 | 0.2% | 歷史 |
| TTWOTake Two Interactive Software Inc | COM | 5,686 | $83.7 萬 | 0.2% | 歷史 |
| MMSMaximus, Inc. | COM | 9,417 | $79.6 萬 | 0.2% | 歷史 |
| OLNOLIN Corp | Stock | 14,856 | $76.3 萬 | 0.2% | 歷史 |
| INCYIncyte Corp | COM | 12,081 | $75.2 萬 | 0.2% | 歷史 |
| POOLPool Corp | COM | 1,885 | $70.6 萬 | 0.2% | 歷史 |
| WMSAdvanced Drainage Systems, Inc. | COM | 5,796 | $65.9 萬 | 0.1% | 歷史 |
| ACIAlbertsons Companies, Inc. | COMMON STOCK | 28,794 | $62.8 萬 | 0.1% | 歷史 |
| DNLIDenali Therapeutics Inc. | COM | 19,597 | $57.8 萬 | 0.1% | 歷史 |
| GGenpact LTD | SHS | 15,347 | $57.7 萬 | 0.1% | 歷史 |
| LAZLazard, Inc. | SHS A | 17,101 | $54.7 萬 | 0.1% | 歷史 |
| RVTYRevvity, Inc. | COM | 4,359 | $51.8 萬 | 0.1% | 歷史 |
| AMEDAmedisys Inc | COM | 5,522 | $50.5 萬 | 0.1% | 歷史 |
| XYZBlock, Inc. | CL A | 7,407 | $49.3 萬 | 0.1% | 歷史 |
| EXASExact Sciences Corp | COM | 5,094 | $47.8 萬 | 0.1% | 歷史 |
| CHWYChewy, Inc. | CL A | 11,820 | $46.7 萬 | 0.1% | 歷史 |
| SIRISirius XM Holdings Inc. | COM | 91,310 | $41.4 萬 | 0.1% | 歷史 |
| VIRVir Biotechnology, Inc. | COM | 13,032 | $32.0 萬 | 0.1% | 歷史 |
| SLGSL Green Realty Corp | COM | 10,134 | $30.5 萬 | 0.1% | 歷史 |
| RAREUltragenyx Pharmaceutical Inc. | COM | 6,172 | $28.5 萬 | 0.1% | 歷史 |
| LYFTLyft, Inc. | CL A COM | 27,986 | $26.8 萬 | 0.1% | 歷史 |
| LUMNLumen Technologies, Inc. | Stock | 116,942 | $26.4 萬 | 0.1% | 歷史 |
| PRFTPerficient Inc | COM | 2,685 | $22.4 萬 | <0.1% | 歷史 |
| CABOCable One, Inc. | COM | 340 | $22.3 萬 | <0.1% | 歷史 |
| APPSDigital Turbine, Inc. | COM NEW | 22,360 | $20.8 萬 | <0.1% | 歷史 |
| HLFHerbalife Ltd. | COM SHS | 11,199 | $14.8 萬 | <0.1% | 歷史 |
| SDCSmileDirectClub, Inc. | CL A COM | 63,006 | $3.34 萬 | <0.1% | 歷史 |