Linden Rose Investment LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 5, 2026), Linden Rose Investment LLC reported 8 stock positions worth $128.7 million. Its top holding was Roundhill Memory ETF (DRAM) at 29.9% of the portfolio, followed by Nvidia (NVDA, 22.6%) and Micron Technology (MU, 22.4%). Compared with Q1 2026, it opened 2 new positions, added to 2 and reduced 4. The biggest buy was a new position in Roundhill Memory ETF (DRAM) and the biggest sale Nvidia (NVDA, shares −39%).
- Most Recent 13F
- Q2 2026
- Location
- SUGAR LAND, TX
- CIK
- 0001833819
- Portfolio Value
- $128.7M (Q2 2026)
- SEC Filing
- 0001833819-26-000005 ↗ filed Aug 5, 2026
Holdings Value
Holdings 8 stocks · $128.7M
| DRAM Roundhill Memory ETF | 29.93% | 521,570 | $38.5M | New |
| NVDA Nvidia Corp. | 22.60% | 145,365 | $29.1M | Reduce -38.9% |
| MU Micron Technology Inc. | 22.40% | 24,981 | $28.8M | Add +39.0% |
| TSM Taiwan Semiconductor-SP ADR | 13.63% | 36,732 | $17.5M | Reduce -1.4% |
| GOOGL Alphabet Inc. Class A | 7.88% | 28,379 | $10.1M | Reduce -45.0% |
| SNDK Sandisk Corp. | 2.17% | 1,228 | $2.8M | Add +2.3% |
| MRVL Marvell Technology Inc. | 0.80% | 3,452 | $1.0M | New |
| EWY iShares MSCI South Korea ETF | 0.59% | 3,782 | $764K | Reduce -2.2% |