Q2 2026 13F · SEC CIK 1279396

Linden Advisors LP

Hedge fundFiled 2026-08-14 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $2.3B
Reported positions: 504
Top holdings a year, 3 yrs: +6.6%
Assets under management: $38.8B

Linden Advisors LP is a hedge fund that reported 504 positions worth $2.3B in its Q2 2026 13F, filed 2026-08-14. Its largest holdings were Alphabet Inc (GOOG, 4.8%), Alphabet Inc (GOOGL, 4.8%), Robinhood Mkts Inc (HOOD, 1.0%). A portfolio copying its top holdings returned 6.6% a year over the last 3 years, against 19.9% for the S&P 500.

Linden Advisors LP holdings largest 50 of 504 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Linden Advisors LP 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
GOOGAlphabet Inc	4.8%	—	314,480	—	$111.1M
GOOGLAlphabet Inc	4.8%	—	309,980	—	$110.8M
HOODRobinhood Mkts Inc	1.0%	—	226,725	—	$22.7M
SBXDSilverbox Corp Iv-A	0.9%	1.1%	2,000,000	+0.0%	$21.6M
CUBLionheart Holdings	0.9%	—	2,000,000	—	$21.5M
IPCXInflection Point Acquisiti-A	0.8%	1.0%	1,865,000	+0.0%	$19.2M
TVAIThayer Ventures Acq Corp II	0.8%	0.9%	1,750,000	+0.0%	$18.1M
ZKPLafayette Digital Acquisitio	0.8%	0.9%	1,800,000	+0.0%	$18.0M
G37307124Futurecorp Space Acquisition	0.8%	—	1,750,000	—	$17.7M
AAC-UNAres Acquisition Corp unit	0.8%	—	1,750,000	—	$17.6M
RNGTRange Cap Acquisition Corp I	0.8%	0.9%	1,729,896	+0.0%	$17.4M
IACOIdea Acquisition Corp	0.7%	—	1,750,000	—	$17.3M
GUACUBerto Acquisition Corp II	0.7%	—	1,700,000	—	$17.2M
CAIICollective Acquisition Corp II	0.7%	—	1,700,000	—	$16.8M
TLNCTalon Cap Corp	0.7%	0.9%	1,622,152	+0.0%	$16.7M
GRAFGraf Global Corp	0.7%	0.8%	1,500,000	+0.0%	$16.3M
BCARD Boral Arc Acquisition I Cl A Ord	0.7%	0.9%	1,558,729	-2.6%	$16.3M
JENAJena Acquisition Corp II	0.7%	0.8%	1,550,000	+0.0%	$16.1M
BBCQBleichroeder Acquisiti Corp	0.7%	0.8%	1,550,000	+0.0%	$16.0M
ARTCArt Technology Acquisition Cmn	0.7%	0.8%	1,600,000	+0.0%	$15.9M
SORNSoren Acquisition Corp	0.7%	0.8%	1,600,000	+0.0%	$15.9M
TACOBerto Acquisition Corp	0.7%	0.8%	1,500,000	+0.0%	$15.7M
CMIIColumbus Circle Cap Corp II	0.7%	—	1,550,000	—	$15.7M
PMTRPerimeter Acquisition Corp I	0.7%	0.8%	1,500,000	+0.0%	$15.6M
IPFXInflection Pt Acquisit Corp	0.7%	—	1,500,000	—	$15.5M
EGHAEgh Acquis	0.7%	0.8%	1,500,000	+0.0%	$15.4M
GTENGores Holdings X Inc-Cl A	0.7%	0.8%	1,475,000	+0.0%	$15.4M
HVIIHennessy Capital Investment	0.7%	0.8%	1,463,732	+0.0%	$15.3M
SACSafeguard Acquisition Corp	0.7%	—	1,510,000	—	$15.2M
KBONKarbon Cap Partners Corp	0.7%	—	1,492,822	—	$15.0M
IRHOIron Horse Acquisit II Corp	0.7%	0.8%	1,500,000	+0.0%	$15.0M
SCIISC II Acquisition Corp	0.7%	0.8%	1,498,500	+0.0%	$15.0M
EVOXEvolution Global Acquisition	0.6%	0.6%	1,491,000	+24.1%	$15.0M
FGIIFg Imperii Acquisition Corp	0.6%	0.8%	1,500,000	+0.0%	$14.9M
MLAAMountain Lake Acquisition Corp	0.6%	0.8%	1,500,000	+0.0%	$14.9M
MKLYMckinley Acquisition Corp	0.6%	0.8%	1,445,000	+0.0%	$14.7M
KCHVKochav Defense Acqui Co	0.6%	0.8%	1,400,000	+0.0%	$14.5M
CCIICohen Circle Acquisit Corp I	0.6%	0.8%	1,394,511	+0.0%	$14.4M
XCBEX3 Acquisition Corp Ltd	0.6%	0.7%	1,400,000	+0.0%	$14.0M
AACIArmada Acquisition Corp III	0.6%	—	1,400,000	—	$13.9M
LPBBLaunch Two Acquisition Corp.	0.6%	0.7%	1,296,800	+0.0%	$13.9M
RDAGRepublic Digital Acquisition	0.6%	0.7%	1,325,023	+0.0%	$13.7M
DSACDaedalus Spl Acquisition Cor	0.6%	0.7%	1,350,000	+0.0%	$13.6M
AACOAbony Acquisition Corp I	0.6%	—	1,350,000	—	$13.4M
SVIVSpring Vy Acquisition Corp I	0.6%	—	1,300,000	—	$13.3M
KFIIK&f Growth Acquisition Corp	0.6%	0.7%	1,250,000	+0.0%	$13.2M
KEYYKeystone Acquisition Corp	0.6%	—	1,300,000	—	$12.8M
CEPFCantor Equity Partners IV in	0.6%	—	1,229,860	—	$12.8M
GSRFGSR IV Acquisition Corp	0.5%	0.7%	1,250,000	+0.0%	$12.7M
OTGAOtg Acquisition Corp. I	0.5%	0.7%	1,250,000	+0.0%	$12.7M

What Linden Advisors LP bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

EVOX Evolution Global Acquisition+24.1% shares

Reduced

No position shrank by more than 5%.

Left the top 50

NextEra Energy 7.375 15-Feb-2029 PEPSwas 5.9%
CRGY Crescent Energy Companywas 0.9%
CORZW Core Scientific Inc Newwas 0.9%
IACOU Idea Acquisition Corpwas 0.9%
IPFXU Inflection Pt Acquisit Corpwas 0.8%
AACIU Armada Acquisition Corp IIIwas 0.7%
AACOU Abony Acquisition Corp I unitwas 0.7%
HACQU HCM IV Acquisition Corp unitwas 0.7%

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +9.8% /yr; S&P 500 +20.1%
3 years: +6.6% /yr; S&P 500 +19.9%
5 years: +7.1% /yr; S&P 500 +12.7%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$2.3B	504
Q1 2026	$1.9B	433
Q4 2025	$1.4B	330
Q3 2025	$1.1B	273
Q2 2025	$1.0B	227
Q1 2025	$489.4M	152
Q4 2024	$339.8M	119
Q3 2024	$273.3M	117
Q2 2024	$265.5M	124
Q1 2024	$137.4B	137
Q4 2023	$136.6M	152
Q3 2023	$247.1M	190

Questions about Linden Advisors LP's portfolio

What stocks does Linden Advisors LP own?

Linden Advisors LP's latest 13F, for Q2 2026 and filed Aug 14, 2026, lists 504 positions worth $2.3B. The largest are Alphabet Inc (GOOG) at 4.8%, Alphabet Inc (GOOGL) at 4.8%, Robinhood Mkts Inc (HOOD) at 1.0%, Silverbox Corp Iv-A (SBXD) at 0.9% and Lionheart Holdings (CUB) at 0.9%.

What did Linden Advisors LP buy last quarter?

In Q2 2026, Linden Advisors LP added Evolution Global Acquisition (EVOX) (+24.1% shares), compared with its Q1 2026 filing.

What did Linden Advisors LP sell last quarter?

In Q2 2026, Linden Advisors LP cut from its top 50 NextEra Energy 7.375 15-Feb-2029 PEPS, cut from its top 50 Crescent Energy Company (CRGY), cut from its top 50 Core Scientific Inc New (CORZW), cut from its top 50 Idea Acquisition Corp (IACOU) and cut from its top 50 Inflection Pt Acquisit Corp (IPFXU), compared with its Q1 2026 filing.

How has Linden Advisors LP's portfolio performed?

A portfolio copying Linden Advisors LP's 20 largest 13F holdings each quarter, from the day each filing was public, returned +6.6% a year over the last 3 years, against +19.9% for the S&P 500. Over 1 year: +9.8% against +20.1%. Over 5 years: +7.1% a year against +12.7%.

When is Linden Advisors LP's next 13F filing due?

13F filings are due 45 days after each quarter ends. Linden Advisors LP's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Linden Advisors LP manage?

Linden Advisors LP reported $38.8B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $2.3B.