☆Linden Rose Investment LLC
Quality Q
0.120
AUM ($M)
129
Positions
8
Turnover
0.46
Top-10 wt
100%
Herfindahl
0.216
History (qtrs)
3
Excess Return
not eligible
AI Eval Run AI Eval
Holdings · 8 positions · portfolio value $129M
| Ticker | Name | Activity | Security Type | Weight | Δ Weight | Value ($M) | Shares | Δ Shares | Qtrs Held | Excess Return |
|---|---|---|---|---|---|---|---|---|---|---|
| ☆DRAM funds › | ROUNDHILL ETF TRUST | NEW | — | 29.9% | +29.9% | 38.5 | 521,570 | +521,570 | 1 | — |
| ☆NVDA funds › | NVIDIA CORPORATION | TRIM | — | 22.6% | -31.8% | 29.1 | 145,365 | -92,351 | 2 | — |
| ☆MU funds › | MICRON TECHNOLOGY INC | ADD | — | 22.4% | +14.4% | 28.8 | 24,981 | +7,014 | 2 | — |
| ☆TSM funds › | TAIWAN SEMICONDUCTOR MFG LTD | TRIM | — | 13.6% | -2.9% | 17.5 | 36,732 | -507 | 2 | — |
| ☆GOOGL funds › | ALPHABET INC | TRIM | Common Stock | 7.9% | -11.6% | 10.1 | 28,379 | -23,251 | 2 | — |
| ☆SNDK funds › | SANDISK CORP | ADD | — | 2.2% | +1.2% | 2.8 | 1,228 | +28 | 2 | — |
| ☆MRVL funds › | MARVELL TECHNOLOGY INC | NEW | — | 0.8% | +0.8% | 1.0 | 3,452 | +3,452 | 1 | — |
| ☆EWY funds › | ISHARES INC | TRIM | — | 0.6% | -0.0% | 0.8 | 3,782 | -84 | 2 | — |
Point-in-time history
| Period | AUM ($M) | Positions | Turnover | Top-10 wt | Herfindahl | Quality Q | Skill | Universe |
|---|---|---|---|---|---|---|---|---|
| 2026Q2 | 129 | 8 | 0.46 | 100% | 0.216 | 0.122 | — | in |
| 2026Q1 | 76 | 6 | 0.45 | 100% | 0.368 | 0.109 | — | entered |
| 2025Q4 | 120 | 7 | 0.00 | 100% | 0.277 | 0.000 | — | out |
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short.
JSON: /api/signals ·
/api/funds ·
/api/status