Linden Rose Investment
SUGAR LAND, TXfiles as Linden Rose Investment LLC
$129m in 8 US stocks at the end of 30 June 2026. The top 10 are 100.0% of the money. It changed about 46.3% of the portfolio this quarter.
Value
$129m
Stocks
8
Top 10 share
100.0%
Turnover
46.3%
What changed this quarter
New
Bought for the first time this quarter.
- Roundhill ETF TrustDRAM29.9% of the fund
- Marvell TechnologyMRVL0.8% of the fund
Added
Bought more of a stock they already held.
- Micron TechnologyMU22.4% of the fund+39%
- SandiskSNDK2.2% of the fund+2%
Cut
Sold some of their stake.
- NvidiaNVDA22.6% of the fund-39%
- AlphabetGOOGL7.9% of the fund-45%
- IsharesEWY0.6% of the fund-2%
Sold out
Sold their entire stake.
None this quarter.
Holdings
- Roundhill ETF TrustDRAM
- Share
- 29.9%
- Value
- $39m
- Shares
- 521,570
New
- IsharesEWY
- Share
- 0.6%
- Value
- $763,614
- Shares
- 3,782
-2%
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Roundhill ETF TrustDRAM | 29.9% | $39m | 521,570 | New |
| NvidiaNVDA | 22.6% | $29m | 145,365 | -39% |
| Micron TechnologyMU | 22.4% | $29m | 24,981 | +39% |
| Taiwan Semiconductor ManufacturingTSM | 13.6% | $18m | 36,732 | Held |
| AlphabetGOOGL | 7.9% | $10m | 28,379 | -45% |
| SandiskSNDK | 2.2% | $3m | 1,228 | +2% |
| Marvell TechnologyMRVL | 0.8% | $1m | 3,452 | New |
| IsharesEWY | 0.6% | $763,614 | 3,782 | -2% |
Over time and by industry
Value over time
Dec '25
Jun '26
Value is up 6.9% since 31 December 2025.
Where the money is
Technology61.6%
Media & telecom7.9%
Other30.5%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.