Linden Rose Investment LLC

In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 9, 2026), Linden Rose Investment LLC reported 7 stock positions worth $120.3 million. Its top holding was Nvidia (NVDA) at 41.5% of the portfolio, followed by Apple (AAPL, 21.8%) and Amazon.com (AMZN, 21.3%).

Most Recent 13F
Q2 2026
Location
SUGAR LAND, TX
CIK
0001833819
Portfolio Value
$120.3M (Q4 2025)
SEC Filing
0001833819-26-000003 ↗ filed Feb 9, 2026

Holdings Value

0$50.0M$100.0M$150.0M Q4 2025: $120.3M $120.3M Q4 2025 Q1 2026: $76.2M Q1 2026 Q2 2026: $128.7M Q2 2026

Holdings 7 stocks · $120.3M

NVDA Nvidia Corp. 41.50% 267,814 $49.9M —
AAPL Apple Inc. 21.81% 96,541 $26.2M —
AMZN Amazon.com Inc. 21.26% 110,837 $25.6M —
GOOGL Alphabet Inc. Class A 10.43% 40,121 $12.6M —
TSM Taiwan Semiconductor-SP ADR 2.91% 11,522 $3.5M —
META Meta Platforms Inc. Class A 1.81% 3,308 $2.2M —
MSFT Microsoft Corp. 0.27% 673 $326K —

Portfolio Sells Q4 2025

No earlier filing to compare with.

Portfolio Buys Q4 2025

No earlier filing to compare with.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 8$128.7MDRAM, NVDA, MU, TSM, GOOGL
Q1 2026 6$76.2MNVDA, GOOGL, TSM, MU, SNDK
Q4 2025 7$120.3MNVDA, AAPL, AMZN, GOOGL, TSM