Linden Thomas Advisory Services, LLC
Annual return '25
+15.7%
SPY '25
+17.7%
Alpha
-2.0ptsvs SPY
Invested
$343.3M
Holdings
46
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 95%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$NU
NU HLDGS LTD
Held since at least Q1 2024
4.9%
02
$APP
APPLOVIN CORP
Q4 2025: Exited (was 21.4k shares)
4.8%
03
$RDDT
REDDIT INC
Q4 2025: New position (10.9k shares)
4.7%
04
$MELI
MERCADOLIBRE INC
Held since at least Q1 2024
4.6%
05
$GLBE
GLOBAL E ONLINE LTD
Held since at least Q1 2024
4.5%
06
$UBER
UBER TECHNOLOGIES INC
Q4 2025: Exited (was 24.8k shares)
4.3%
07
$TEAM
ATLASSIAN CORPORATION
Q4 2025: Exited (was 10.2k shares)
4.3%
08
$ISRG
INTUITIVE SURGICAL INC
Q1 2026: Exited (was 461 shares)
4.2%
09
$FOUR
SHIFT4 PMTS INC
Held since at least Q1 2024
3.8%
10
$RBRK
RUBRIK INC.
Held since at least Q1 2024
3.6%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 12:33 UTC.