Linden Rose Investment LLC Portfolio Activity in Q2 2026
Linden Rose Investment LLC's portfolio value stood at $90.18 million as of June 30, 2026. The investment firm adjusted its holdings across several stocks during the quarter.
As of June 30, 2026, Linden Rose Investment LLC's portfolio held a total value of $90.18 million.
The investment strategy appears heavily concentrated in the Technology sector, which accounted for approximately 84.8% ($76.5 million) of the portfolio's value according to Linden Rose Investment LLC's disclosed allocations.
Stock Sales: During Q2 2026, Linden Rose Investment LLC sold shares in several major holdings. The most significant reduction was observed in NVIDIA Corporation (NVDA), where the firm decreased its position by $9.08 million, representing a nearly 39% drop in share count.
Purchase Details: Linden Rose Investment LLC also purchased shares during the quarter. Micron Technology Inc (MU) saw a substantial increase in its position, with the investor acquiring an additional 3,904 shares.
Sector Shifts: The disclosed Linden Rose Investment LLC sector allocations show Technology remaining dominant at 84.8%, while Communication Services allocation decreased slightly to $10.1 million (11.2%). The rest of the portfolio, totaling $3.56 million or 3.9% ($764,923), was allocated to stocks with unknown sectors.
Significant Activity: Notably, Linden Rose Investment LLC made a significant purchase of MARVELL TECHNOLOGY INC (MRVL) during the quarter. This was highlighted as a "significant buy" by the investor's platform, with shares increasing from 0 to 3,452.