Linden Thomas Advisory Services, LLC
- SEC CIK
- 0001965702
- 最新申報
- 2026/7/16
2024 年第 4 季持倉
持倉截至 2024/12/31，2025/1/21 申報。只含多頭部位，變化是跟 2024 年第 3 季比股數。
- 持股檔數
- 469
- 較 2024 年第 3 季 +4
- 總值
- $7.89 億
- 較 2024 年第 3 季 +$5,709 萬 (+7.8%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| NVDANVIDIA Corp | Stock | 162,056 | $2,176 萬 | 2.8% | +24,233+17.6% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 50,600 | $1,267 萬 | 1.6% | +2,422+5.0% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 20,157 | $1,180 萬 | 1.5% | +2,504+14.2% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 24,528 | $1,034 萬 | 1.3% | +3,933+19.1% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 36,881 | $855.0 萬 | 1.1% | −64−0.2% | 減碼 | 歷史 |
| ANETArista Networks, Inc. | Stock | 62,511 | $690.9 萬 | 0.9% | +5,991+10.6% | 加碼依 4 比 1 拆股換算 | 歷史 |
| ALABAstera Labs, Inc. | Stock | 52,161 | $690.9 萬 | 0.9% | −313−0.6% | 減碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 20,046 | $670.2 萬 | 0.8% | +891+4.7% | 加碼 | 歷史 |
| APPAppLovin Corp | COM CL A | 19,394 | $628.0 萬 | 0.8% | +1,311+7.2% | 加碼 | 歷史 |
| MAMastercard Inc | Stock | 11,272 | $593.5 萬 | 0.8% | +1,495+15.3% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 7,477 | $577.2 萬 | 0.7% | +335+4.7% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 18,118 | $572.6 萬 | 0.7% | +2,069+12.9% | 加碼 | 歷史 |
| NFLXNetflix Inc | Stock | 6,343 | $565.4 萬 | 0.7% | +269+4.4% | 加碼 | 歷史 |
| USLMUnited States Lime & Minerals Inc | COM | 41,170 | $546.5 萬 | 0.7% | −47−0.1% | 減碼 | 歷史 |
| NOWServiceNow, Inc. | Stock | 5,064 | $536.8 萬 | 0.7% | +582+13.0% | 加碼 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 10,217 | $533.3 萬 | 0.7% | +562+5.8% | 加碼 | 歷史 |
| SPGIS&P Global Inc. | Stock | 10,314 | $513.7 萬 | 0.7% | +881+9.3% | 加碼 | 歷史 |
| FTNTFortinet, Inc. | Stock | 52,569 | $496.7 萬 | 0.6% | +2,353+4.7% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 12,503 | $486.4 萬 | 0.6% | +1,045+9.1% | 加碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 10,672 | $474.6 萬 | 0.6% | +794+8.0% | 加碼 | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 61,397 | $464.3 萬 | 0.6% | +4,327+7.6% | 加碼 | 歷史 |
| INTUIntuit Inc. | Stock | 7,362 | $462.7 萬 | 0.6% | +426+6.1% | 加碼 | 歷史 |
| CDNSCadence Design Systems Inc | Stock | 14,673 | $440.9 萬 | 0.6% | +1,121+8.3% | 加碼 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 23,574 | $429.0 萬 | 0.5% | +1,116+5.0% | 加碼依 2 比 1 拆股換算 | 歷史 |
| LIILennox International Inc | COM | 7,024 | $428.0 萬 | 0.5% | +261+3.9% | 加碼 | 歷史 |
| KLACKLA Corp | COM NEW | 6,765 | $426.3 萬 | 0.5% | +878+14.9% | 加碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 8,472 | $411.7 萬 | 0.5% | −45−0.5% | 減碼 | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 44,531 | $411.3 萬 | 0.5% | +1,630+3.8% | 加碼 | 歷史 |
| ZBRAZebra Technologies Corp | CL A | 10,362 | $400.2 萬 | 0.5% | −85−0.8% | 減碼 | 歷史 |
| CHEChemed Corp | COM | 7,514 | $398.1 萬 | 0.5% | −58−0.8% | 減碼 | 歷史 |
| SOLVSolventum Corp | Stock | 60,096 | $397.0 萬 | 0.5% | −363−0.6% | 減碼 | 歷史 |
| MTSIMACOM Technology Solutions Holdings, Inc. | COM | 30,482 | $396.0 萬 | 0.5% | −180−0.6% | 減碼 | 歷史 |
| GWWW.W. Grainger, Inc. | Stock | 3,750 | $395.3 萬 | 0.5% | +408+12.2% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 20,619 | $390.3 萬 | 0.5% | +2,140+11.6% | 加碼 | 歷史 |
| TSLATesla, Inc. | Stock | 9,633 | $389.0 萬 | 0.5% | −84−0.9% | 減碼 | 歷史 |
| AXPAmerican Express Co | Stock | 13,081 | $388.2 萬 | 0.5% | +2,125+19.4% | 加碼 | 歷史 |
| TMUST-Mobile US, Inc. | Stock | 17,579 | $388.0 萬 | 0.5% | +2,926+20.0% | 加碼 | 歷史 |
| FDSFactset Research Systems Inc | Stock | 7,891 | $379.0 萬 | 0.5% | −60−0.8% | 減碼 | 歷史 |
| MNSTMonster Beverage Corp | COM | 70,615 | $371.2 萬 | 0.5% | +358+0.5% | 加碼 | 歷史 |
| ITGartner Inc | COM | 7,528 | $364.7 萬 | 0.5% | −51−0.7% | 減碼 | 歷史 |
| MATXMatson, Inc. | COM | 26,824 | $361.7 萬 | 0.5% | +1,136+4.4% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 39,927 | $360.7 萬 | 0.5% | +5,029+14.4% | 加碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 22,043 | $358.5 萬 | 0.5% | +1,920+9.5% | 加碼 | 歷史 |
| VICIVici Properties Inc. | COM | 122,073 | $356.6 萬 | 0.5% | +7,260+6.3% | 加碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 31,308 | $354.1 萬 | 0.4% | +2,488+8.6% | 加碼 | 歷史 |
| RMDResmed Inc | COM | 15,377 | $351.7 萬 | 0.4% | +462+3.1% | 加碼 | 歷史 |
| ORLYO Reilly Automotive Inc | Stock | 2,846 | $337.5 萬 | 0.4% | +212+8.0% | 加碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 81,823 | $327.2 萬 | 0.4% | +5,827+7.7% | 加碼 | 歷史 |
| GEVGE Vernova Inc. | Stock | 9,902 | $325.7 萬 | 0.4% | −89−0.9% | 減碼 | 歷史 |
| AZOAutoZone Inc | COM | 1,001 | $320.5 萬 | 0.4% | +92+10.1% | 加碼 | 歷史 |
| WMBWilliams Companies, Inc. | COM | 58,870 | $318.6 萬 | 0.4% | +8,246+16.3% | 加碼 | 歷史 |
| CORTCorcept Therapeutics Inc | COM | 63,224 | $318.6 萬 | 0.4% | +1,300+2.1% | 加碼 | 歷史 |
| LMATLemaitre Vascular Inc | COM | 34,482 | $317.7 萬 | 0.4% | +1,834+5.6% | 加碼 | 歷史 |
| CRAICra International, Inc. | COM | 16,840 | $315.2 萬 | 0.4% | +936+5.9% | 加碼 | 歷史 |
| FICOFair Isaac Corp | COM | 1,572 | $313.0 萬 | 0.4% | +86+5.8% | 加碼 | 歷史 |
| ORCLOracle Corp | Stock | 18,598 | $309.9 萬 | 0.4% | −60.0% | 減碼 | 歷史 |
| TSCOTractor Supply Co | COM | 58,336 | $309.5 萬 | 0.4% | −404−0.7% | 減碼依 5 比 1 拆股換算 | 歷史 |
| CSGPCostar Group, Inc. | COM | 42,998 | $307.8 萬 | 0.4% | −317−0.7% | 減碼 | 歷史 |
| IDXXIDEXX Laboratories Inc | COM | 7,436 | $307.4 萬 | 0.4% | +169+2.3% | 加碼 | 歷史 |
| LULUlululemon athletica inc. | Stock | 7,955 | $304.2 萬 | 0.4% | +400+5.3% | 加碼 | 歷史 |
| MTNVail Resorts Inc | COM | 16,057 | $301.0 萬 | 0.4% | −132−0.8% | 減碼 | 歷史 |
| ALSNAllison Transmission Holdings Inc | Stock | 27,777 | $300.2 萬 | 0.4% | +232+0.8% | 加碼 | 歷史 |
| VRTXVertex Pharmaceuticals Inc | Stock | 7,441 | $299.6 萬 | 0.4% | +644+9.5% | 加碼 | 歷史 |
| JXNJackson Financial Inc. | COM CL A | 34,219 | $298.0 萬 | 0.4% | −30−0.1% | 減碼 | 歷史 |
| HCKTHackett Group, Inc. | COM | 93,896 | $288.4 萬 | 0.4% | +5,089+5.7% | 加碼 | 歷史 |
| TTDTrade Desk, Inc. | Stock | 24,394 | $286.7 萬 | 0.4% | +1,479+6.5% | 加碼 | 歷史 |
| LRCXLam Research Corp | Stock | 39,305 | $283.9 萬 | 0.4% | +2,085+5.6% | 加碼依 10 比 1 拆股換算 | 歷史 |
| EPAMEPAM Systems, Inc. | COM | 11,922 | $278.8 萬 | 0.4% | −90−0.7% | 減碼 | 歷史 |
| BMIBadger Meter Inc | COM | 13,033 | $276.5 萬 | 0.4% | −31−0.2% | 減碼 | 歷史 |
| AZPNAspen Technology, Inc. | COM | 11,064 | $276.2 萬 | 0.4% | +70+0.6% | 加碼 | 歷史 |
| BXBlackstone Inc. | COM | 15,965 | $275.3 萬 | 0.3% | +699+4.6% | 加碼 | 歷史 |
| PENPenumbra Inc | COM | 11,365 | $269.9 萬 | 0.3% | −18−0.2% | 減碼 | 歷史 |
| FFIVF5, Inc. | Stock | 10,475 | $263.4 萬 | 0.3% | −94−0.9% | 減碼 | 歷史 |
| MCOMoodys Corp | Stock | 5,558 | $263.1 萬 | 0.3% | +775+16.2% | 加碼 | 歷史 |
| KRKroger Co | Stock | 42,648 | $260.8 萬 | 0.3% | +5,944+16.2% | 加碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 43,949 | $260.2 萬 | 0.3% | +6,147+16.3% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 2,835 | $259.8 萬 | 0.3% | +397+16.3% | 加碼 | 歷史 |
| KMIKinder Morgan, Inc. | Stock | 94,614 | $259.2 萬 | 0.3% | +420.0% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 5,676 | $257.3 萬 | 0.3% | +714+14.4% | 加碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 10,330 | $254.9 萬 | 0.3% | +739+7.7% | 加碼 | 歷史 |
| TYLTyler Technologies Inc | COM | 4,419 | $254.8 萬 | 0.3% | −16−0.4% | 減碼 | 歷史 |
| VEEVVeeva Systems Inc | Stock | 12,088 | $254.2 萬 | 0.3% | +116+1.0% | 加碼 | 歷史 |
| CATCaterpillar Inc | Stock | 6,988 | $253.5 萬 | 0.3% | +883+14.5% | 加碼 | 歷史 |
| NVTnVent Electric plc | SHS | 36,952 | $251.9 萬 | 0.3% | −321−0.9% | 減碼 | 歷史 |
| OKEONEOK Inc | COM | 24,627 | $247.3 萬 | 0.3% | −25−0.1% | 減碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 4,746 | $246.9 萬 | 0.3% | +569+13.6% | 加碼 | 歷史 |
| GRMNGarmin Ltd | SHS | 11,905 | $245.6 萬 | 0.3% | +10+0.1% | 加碼 | 歷史 |
| PAYXPaychex Inc | Stock | 17,311 | $242.7 萬 | 0.3% | +2,413+16.2% | 加碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 15,799 | $242.7 萬 | 0.3% | +1,073+7.3% | 加碼 | 歷史 |
| ALTMArcadium Lithium plc | Stock | 472,860 | $242.6 萬 | 0.3% | −4,702−1.0% | 減碼 | 歷史 |
| FOXAFox Corp | CL A COM | 49,576 | $240.8 萬 | 0.3% | −84−0.2% | 減碼 | 歷史 |
| VCELVericel Corp | COM | 43,781 | $240.4 萬 | 0.3% | +489+1.1% | 加碼 | 歷史 |
| GSATGlobalstar, Inc. | COM | 1,159,039 | $239.9 萬 | 0.3% | −1,059−0.1% | 減碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 19,855 | $239.8 萬 | 0.3% | +1,742+9.6% | 加碼 | 歷史 |
| MPWRMonolithic Power Systems, Inc. | COM | 3,997 | $236.5 萬 | 0.3% | +186+4.9% | 加碼 | 歷史 |
| BCCBoise Cascade Co | COM | 19,879 | $236.3 萬 | 0.3% | −21−0.1% | 減碼 | 歷史 |
| GDYNGrid Dynamics Holdings, Inc. | CL A | 105,868 | $235.5 萬 | 0.3% | −95−0.1% | 減碼 | 歷史 |
| BRBroadridge Financial Solutions, Inc. | Stock | 10,403 | $235.2 萬 | 0.3% | +1,455+16.3% | 加碼 | 歷史 |
| KNSAKiniksa Pharmaceuticals International, plc | ORD SHS CL A | 117,604 | $232.6 萬 | 0.3% | −106−0.1% | 減碼 | 歷史 |
| LHXL3HARRIS Technologies, Inc. | Stock | 10,948 | $230.2 萬 | 0.3% | +759+7.4% | 加碼 | 歷史 |
2024 年第 3 季之後清倉（10 檔）
2024 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 3 季股數 | 2024 年第 3 季市值 | 2024 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| PWSCPowerschool Holdings, Inc. | COM CL A | 28,375 | $64.7 萬 | 0.1% | 歷史 |
| PRFTPerficient Inc | COM | 8,463 | $63.9 萬 | 0.1% | 歷史 |
| ADMArcher-Daniels-Midland Co | Stock | 4,024 | $24.0 萬 | <0.1% | 歷史 |
| FCNFti Consulting, Inc | COM | 1,052 | $23.9 萬 | <0.1% | 歷史 |
| DHRDanaher Corp | Stock | 844 | $23.5 萬 | <0.1% | 歷史 |
| AVYAvery Dennison Corp | COM | 1,006 | $22.2 萬 | <0.1% | 歷史 |
| IPGInterpublic Group of Companies, Inc. | COM | 6,896 | $21.8 萬 | <0.1% | 歷史 |
| ZTSZoetis Inc. | Stock | 1,105 | $21.6 萬 | <0.1% | 歷史 |
| RRXRegal Rexnord Corp | COM | 1,253 | $20.8 萬 | <0.1% | 歷史 |
| EFOREverforth Inc | COM | 2,170 | $20.2 萬 | <0.1% | 歷史 |