LINDEN ADVISORS LP Q3 2025 Filing

Filed November 14, 2025

Portfolio Value

$15.0T

Holdings

407

Report Date

Q3 2025

Filing Type

13F-HR

All Holdings (407 positions)

#StockSharesValue% PortfolioType
1
BE 3 06/01/28BLOOM ENERGY CORP 3 06/01/2028
120,624,000$546.2B3.64%
2
BE 3 06/01/29BLOOM ENERGY CORP 3 06/01/2029 144A
122,915,000$508.8B3.39%
3
LITE 0.5 06/15/28LUMENTUM HOLDINGS INC 0.5 06/15/2028
265,326,000$370.2B2.47%
4
MSTRSTRATEGY INC NOTE 0.625 3/1
158,940,000$356.1B2.37%
5
JAZZ 3.125 09/15/30JAZZ INVESTMENTS I LTD 3.125 09/15/2030
288,450,000$343.1B2.29%
6
LI 0.25 05/01/28LI AUTO INC 0.25 05/01/2028
270,207,000$309.1B2.06%
7
BABA 0.5 06/01/31ALIBABA GROUP HOLDING 0.5 06/01/2031
166,376,000$305.6B2.04%
8
PTON 5.5 12/01/29PELOTON INTERACTIVE INC 5.5 12/01/2029
136,893,000$304.6B2.03%
9
SIRI 3.75 03/15/28LIBERTY MEDIA CORP 3.75 03/15/2028
279,310,000$292.0B1.95%
10
SMTC 1.625 11/01/27SEMTECH CORP 1.625 11/01/2027
138,664,000$270.3B1.80%
11
SMCI 3.5 03/01/29SUPER MICRO COMPUTER INC 3.5 03/01/2029
264,608,000$270.3B1.80%
12
MMYT 0 02/15/28MAKEMYTRIP LIMITED 0 02/15/2028
98,255,000$239.3B1.60%
13
EXAS 0.375 03/15/27EXACT SCIENCES CORP 0.375 03/15/2027
244,980,000$235.6B1.57%
14
EXAS 0.375 03/01/28EXACT SCIENCES CORP 0.375 03/01/2028
248,106,000$230.1B1.53%
15
MKSI 1.25 06/01/30MKS INC 1.25 06/01/2030
208,270,000$228.7B1.53%
16
LITE 1.5 12/15/29LUMENTUM HOLDINGS INC 1.5 12/15/2029
89,336,000$215.9B1.44%
17
WDC 3 11/15/28WESTERN DIGITAL CORP 3 11/15/2028
64,702,000$207.6B1.38%
18
ASND 2.25 04/01/28ASCENDIS PHARMA A/S 2.25 04/01/2028
144,897,000$198.0B1.32%
19
VSH 2.25 09/15/30VISHAY INTERTECHNOLOGY 2.25 09/15/2030
208,036,000$189.3B1.26%
20
GVA 3.25 06/15/30GRANITE CONSTRUCTION INC 3.25 06/15/2030
118,980,000$182.4B1.22%
21
BBIO 2.25 02/01/29BRIDGEBIO PHARMA INC 2.25 02/01/2029
175,048,000$173.1B1.15%
22
MSTR 2.25 06/15/32STRATEGY INC NOTE 2.250 6/1
96,649,000$172.6B1.15%
23
DKNG 0 03/15/28DRAFTKINGS HOLDINGS INC 0 03/15/2028
186,013,000$167.2B1.11%
24
OSIS 2.25 08/01/29OSI SYSTEMS INC 2.25 08/01/2029
111,046,000$160.7B1.07%
25
MSTR 0.875 03/15/31STRATEGY INC 0.875 03/15/2031
101,639,000$160.1B1.07%
26
CIFR 1.75 05/15/30CIPHER MINING 1.75 05/15/2030
54,000,000$159.4B1.06%
27
TMDX 1.5 06/01/28TRANSMEDICS GROUP INC 1.5 06/01/2028
111,874,000$159.1B1.06%
28
RUN 4 03/01/30SUNRUN INC 4 03/01/2030 144A
118,046,000$158.9B1.06%
29
SPHR 3.5 12/01/28SPHERE ENTERTAINMENT CO 3.5 12/01/2028
81,220,000$153.8B1.03%
30
PRGS 3.5 03/01/30PROGRESS SOFTWARE CORP 3.5 03/01/2030
151,347,000$152.1B1.01%
31
VAC 3.25 12/15/27MARRIOTT VACATION WORLDW 3.25 12/15/2027
158,431,000$151.7B1.01%
32
FIVN 1 03/15/29FIVE9 INC 1 03/15/2029
170,286,000$150.9B1.01%
33
HAE 2.5 06/01/29HAEMONETICS CORP 2.5 06/01/2029
162,957,000$150.7B1.00%
34
RPD 0.25 03/15/27RAPID7 INC 0.25 03/15/2027
156,062,000$146.9B0.98%
35
LITE 0.5 12/15/26LUMENTUM HOLDINGS INC 0.5 12/15/2026
85,425,000$143.9B0.96%
36
AVAV 0 07/15/30AEROVIRONMENT INC 0 07/15/2030
108,058,000$134.1B0.89%
37
COLL 2.875 02/15/29COLLEGIUM PHARMA INC 2.875 02/15/2029
112,690,000$133.5B0.89%
38
IONS 0 04/01/26IONIS PHARMACEUTICALS IN 0 04/01/2026
108,562,000$133.5B0.89%
39
SNAP 0.5 05/01/30SNAP INC 0.5 05/01/2030 144A
155,118,000$133.1B0.89%
40
CNMD 2.25 06/15/27CONMED CORP 2.25 06/15/2027
139,175,000$132.7B0.88%
41
IRTC 1.5 09/01/29IRHYTHM TECHNOLOGIES INC 1.5 09/01/2029
92,086,000$126.4B0.84%
42
WK 1.25 08/15/28WORKIVA INC 1.25 08/15/2028
125,275,000$123.9B0.83%
43
ETSY 0.25 06/15/28ETSY INC 0.25 06/15/2028
132,000,000$117.3B0.78%
44
LIVN 2.5 03/15/29LIVANOVA PLC 2.5 03/15/2029
102,415,000$110.3B0.74%
45
BBIO 2.5 03/15/27BRIDGEBIO PHARMA INC 2.5 03/15/2027
78,430,000$110.2B0.73%
46
PD 1.5 10/15/28 *PAGERDUTY INC 1.5 10/15/2028
111,736,000$109.5B0.73%
47
WWAYFAIR INC 3.5 11/15/2028
52,084,000$108.1B0.72%
48
PCRX 2.125 05/15/29PACIRA BIOSCIENCES INC 2.125 05/15/2029
106,220,000$107.7B0.72%
49
VECO 2.875 06/01/29VEECO INSTRUMENTS INC 2.875 06/01/2029
82,575,000$105.9B0.71%
50
COIN 0.25 04/01/30COINBASE GLOBAL INC 0.25 04/01/2030 144A
84,176,000$105.9B0.71%
51
ENPH 0 03/01/28ENPHASE ENERGY INC 0 03/01/2028
121,632,000$105.5B0.70%
52
FVICN 3.75 06/30/29FORTUNA MINING CORP 3.75 06/30/2029 144A
66,743,000$104.8B0.70%
53
TVTX 2.25 03/01/29TRAVERE THERAPEUTICS INC 2.25 03/01/2029
90,506,000$102.3B0.68%
54
LRN 1.125 09/01/27STRIDE INC 1.125 09/01/2027
35,792,000$101.3B0.68%
55
ENOV 3.875 10/15/28ENOVIS CORP 3.875 10/15/2028
101,748,000$100.4B0.67%
56
ANIP 2.25 09/01/29ANI PHARMACEUTICALS INC 2.25 09/01/2029 144A
71,000,000$99.8B0.67%
57
WB 1.375 12/01/30WEIBO CORP 1.375 12/01/2030
74,926,000$97.1B0.65%
58
GH 0 11/15/27GUARDANT HEALTH INC 0 11/15/2027
96,940,000$93.4B0.62%
59
EVH 3.5 12/01/29EVOLENT HEALTH INC 3.5 12/01/2029
114,600,000$92.3B0.62%
60
JAMF 0.125 09/01/26JAMF HOLDING CORP 0.125 09/01/2026
90,840,000$87.3B0.58%
61
SPB 3.375 06/01/29SPECTRUM BRANDS INC 3.375 06/01/2029
93,200,000$86.8B0.58%
62
CALY 2.75 05/01/26TOPGOLF CALL BRAN CORP 2.75 05/01/2026
87,703,000$86.5B0.58%
63
AMPH 2 03/15/29AMPHASTAR PHARMACEUTICAL 2 03/15/2029
93,574,000$85.2B0.57%
64
CFLT 0 01/15/27CONFLUENT INC 0 01/15/2027
86,949,000$82.1B0.55%
65
IMCR 2.5 02/01/30IMMUNOCORE HOLDINGS 2.5 02/01/2030
89,336,000$81.0B0.54%
66
SEI 4.75 05/01/30SOLARIS ENERGY INFRASTRU 4.75 05/01/2030
45,169,000$81.0B0.54%
67
DVAX 2 03/15/30DYNAVAX TECHNOLOGIES 2 03/15/2030 144A
86,598,000$80.7B0.54%
68
PRO 2.5 07/01/30PROS HOLDINGS INC 2.5 07/01/2030 144A
62,350,000$80.6B0.54%
69
WGO 3.25 01/15/30WINNEBAGO INDUSTRIES 3.25 01/15/2030
88,979,000$79.9B0.53%
70
HALO 0.25 03/01/27HALOZYME THERAPEUTICS IN 0.25 03/01/2027
67,930,000$78.0B0.52%
71
GH 1.25 02/15/31GUARDANT HEALTH INC 1.25 02/15/2031
58,467,000$76.1B0.51%
72
ECPG 4 03/15/29ENCORE CAPITAL GROUP INC 4 03/15/2029
74,960,000$74.6B0.50%
73
SEDG 2.25 07/01/29SOLAR EDGE TECHNOLOGIES 2.25 07/01/2029
56,200,000$74.3B0.50%
74
BL 1 06/01/29BLACKLINE INC 1 06/01/2029
70,197,000$72.9B0.49%
75
AEIS 2.5 09/15/28ADVANCED ENERGY IND 2.5 09/15/2028
52,552,000$72.8B0.49%
76
LYFT 0.625 03/01/29LYFT INC 0.625 03/01/2029
56,274,000$72.8B0.49%
77
NVST 1.75 08/15/28ENVISTA HOLDINGS CORP 1.75 08/15/2028
75,802,000$71.7B0.48%
78
W 3.25 09/15/27WAYFAIR INC 3.25 09/15/2027
46,367,000$70.6B0.47%
79
CSGS 3.875 09/15/28CSG SYSTEMS INTERNATIONA 3.875 09/15/2028
59,792,000$66.6B0.44%
80
INVA 2.125 03/15/28INNOVIVA INC 2.125 03/15/2028
67,396,000$65.9B0.44%
81
BBCN 3 02/15/29BLACKBERRY LTD 3 02/15/2029
41,471,000$61.6B0.41%
82
ETSY 0.125 09/01/27ETSY INC 0.125 09/01/2027
66,057,000$60.9B0.41%
83
NIO 4.625 10/15/30NIO INC 4.625 10/15/2030
56,282,000$59.3B0.40%
84
CELC 2.75 08/01/31CELCUITY INC 2.75 08/01/2031
42,750,000$57.1B0.38%
85
TNDM 1.5 03/15/29 2024TANDEM DIABETES CARE INC 1.5 03/15/2029 144A
63,683,000$55.8B0.37%
86
FLR 1.125 08/15/29FLUOR CORP 1.125 08/15/2029
46,413,000$55.2B0.37%
87
WT 3.25 08/15/29WISDOMTREE INC 3.25 08/15/2029 144A
38,409,000$50.2B0.33%
88
RPD 1.25 03/15/29RAPID7 INC 1.25 03/15/2029
56,138,000$50.1B0.33%
89
GVA 3.75 05/15/28GRANITE CONSTRUCTION INC 3.75 05/15/2028
20,431,000$49.2B0.33%
90
CRNC 1.5 07/01/28CERENCE INC 1.5 07/01/2028
57,225,000$47.7B0.32%
91
PI 1.125 05/15/27IMPINJ INC 1.125 05/15/2027
28,405,000$47.5B0.32%
92
QTWO 0.75 06/01/26Q2 HOLDINGS INC 0.75 06/01/2026
44,817,000$46.1B0.31%
93
NIO 3.875 10/15/29NIO INC 3.875 10/15/2029
41,532,000$44.4B0.30%
94
ZD 3.625 03/01/28ZIFF DAVIS INC 3.625 03/01/2028 144A
45,586,000$44.1B0.29%
95
LARCN 1.75 01/15/27LITHIUM ARGENTINA AG 1.75 01/15/2027
47,355,000$42.4B0.28%
96
SNAP 0.125 03/01/28SNAP INC 0.125 03/01/2028
45,400,000$40.6B0.27%
97
ON 0.5 03/01/29ON SEMICONDUCTOR CORP 0.5 03/01/2029
39,131,000$36.2B0.24%
98
SRPT 1.25 09/15/27SAREPTA THERAPEUTICS INC 1.25 09/15/2027
40,510,000$35.6B0.24%
99
UPWK 0.25 08/15/26UPWORK INC 0.25 08/15/2026
35,244,000$34.1B0.23%
100
CORZWCORE SCIENTIFIC INC 27
2,813,335$32.5B0.22%
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