Linden Rose Investment LLC

Est. AUM

$76.2M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	NVIDIA CORPORATION	COM	$41.5M	237716	54.41%	SOLE
2	ALPHABET INC	CAP STK CL A	$14.8M	51630	19.48%	SOLE
3	TAIWAN SEMICONDUCTOR MFG LTD	SPONSORED ADS	$12.6M	37239	16.52%	SOLE
4	MICRON TECHNOLOGY INC	COM	$6.1M	17967	7.97%	SOLE
5	SANDISK CORP	COM	$762K	1200	1.00%	SOLE
6	ISHARES MSCI SOUTH KOREA ETF	MSCI STH KOR ETF	$476K	3866	0.62%	SOLE

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.