LINDEN ADVISORS LP
•CIK: 1279396•Filing: Q4 2025
LINDEN ADVISORS LP, managed by the seasoned team of John Linden and his co-managers, currently oversees $16.2 billion in assets with a focus on concentrated, high-conviction bets, as evidenced by their top holdings in UBS and VYLD. Recently, the fund has made notable moves by adding C-PR and GSCE, achieving significant gains of +694% and +255% respectively, while exiting positions in C-PR and BK-PK.
Total AUM
$1.4B
QoQ Performance
+22.3%
Positions
313
Top 10 Concentration
15.0%
Latest Filing
Q4 2025
Top Holdings Allocation
ZTS2.3%
EQV2.3%
SILVERBOX1.5%
INFLECTION1.4%
THAYER1.3%
RANGE1.3%
CORZW1.2%
TALON1.2%
📈 Biggest Buys
📉 Biggest Sells
CORZW
CORE SCIENTIFIC INC 27
-28.4%
1.2% of portfolio
—
CHURCHILL CAPITAL CORP X
-38.7%
0.1% of portfolio
—
CRANE HARBOR ACQU CORP A
-12.5%
0.3% of portfolio
—
KYIVSTAR GROUP LTD ORD SHS
-12.3%
0.2% of portfolio
—
WILLOW LANE ACQUISITION 29
-8.1%
0.1% of portfolio
Sector Breakdown
Other100.0%
🚪 Exited Positionssold since Q3 2025
—
TALON CAPITAL CORP
SOLD
$15.0M
—
MCKINLEY ACQUISITION CORP
SOLD
$14.4M
—
GSR IV ACQUISITION CORP
SOLD
$12.7M
+136 more exited positions
Changes from Q3 2025
NEW68 new positions
↑11 increased
↓7 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023