Linden Thomas Advisory Services, LLC Q3 2023 Filing

Filed October 20, 2023

Portfolio Value

$448.8M

Holdings

385

Report Date

Q3 2023

Filing Type

13F-HR

All Holdings (385 positions)

StockValue
AVGOBROADCOM INC
$4.4M
LLYELI LILLY & CO
$4.4M
CRMSALESFORCE INC
$3.9M
CHECHEMED CORP NEW
$3.6M
NVDANVIDIA CORPORATION
$3.6M
AAPLAPPLE INC
$3.5M
METAMETA PLATFORMS INC
$3.3M
LMTLOCKHEED MARTIN CORP
$3.2M
FDSFACTSET RESH SYS INC
$3.2M
ITGARTNER INC
$2.9M
INTUINTUIT
$2.8M
MNSTMONSTER BEVERAGE CORP NEW
$2.8M
ORCLORACLE CORP
$2.7M
NFLXNETFLIX INC
$2.7M
TSCOTRACTOR SUPPLY CO
$2.7M
CSGPCOSTAR GROUP INC
$2.6M
TSLATESLA INC
$2.5M
ZMZOOM VIDEO COMMUNICATIONS IN
$2.5M
IDXXIDEXX LABS INC
$2.5M
LRCXEURLAM RESEARCH CORP
$2.4M
ATVIEURACTIVISION BLIZZARD INC
$2.4M
GILDGILEAD SCIENCES INC
$2.4M
AZPN1USDASPEN TECHNOLOGY INC
$2.4M
PANWPALO ALTO NETWORKS INC
$2.3M
ZBRAZEBRA TECHNOLOGIES CORPORATI
$2.3M
SPGIS&P GLOBAL INC
$2.3M
LIILENNOX INTL INC
$2.3M
OLEDUNIVERSAL DISPLAY CORP
$2.3M
EPAMEPAM SYS INC
$2.2M
BMYBRISTOL-MYERS SQUIBB CO
$2.2M
MSFTMICROSOFT CORP
$2.2M
MOALTRIA GROUP INC
$2.2M
HDHOME DEPOT INC
$2.2M
KMIKINDER MORGAN INC DEL
$2.2M
CEIXEURCONSOL ENERGY INC NEW
$2.1M
MATXMATSON INC
$2.1M
VICIVICI PPTYS INC
$2.1M
AMRALPHA METALLURGICAL RESOUR I
$2.0M
REGNREGENERON PHARMACEUTICALS
$2.0M
PAGPENSKE AUTOMOTIVE GRP INC
$2.0M
ADBEADOBE INC
$2.0M
ROLROLLINS INC
$2.0M
VEEVVEEVA SYS INC
$2.0M
BCCBOISE CASCADE CO DEL
$2.0M
KNSAKINIKSA PHARMACEUTICALS LTD
$2.0M
MPWRMONOLITHIC PWR SYS INC
$2.0M
VRTVEURVERITIV CORP
$2.0M
MAMASTERCARD INCORPORATED
$2.0M
VRTXVERTEX PHARMACEUTICALS INC
$1.9M
KLACKLA CORP
$1.9M
VVISA INC
$1.9M
PAYCPAYCOM SOFTWARE INC
$1.9M
TECHBIO-TECHNE CORP
$1.9M
CHTRCHARTER COMMUNICATIONS INC N
$1.9M
AMGNAMGEN INC
$1.8M
ABBVABBVIE INC
$1.8M
DBIDESIGNER BRANDS INC
$1.8M
TYLTYLER TECHNOLOGIES INC
$1.8M
CDNSCADENCE DESIGN SYSTEM INC
$1.8M
HCKTHACKETT GROUP INC
$1.8M
ABTABBOTT LABS
$1.8M
GWWGRAINGER W W INC
$1.7M
DPZDOMINOS PIZZA INC
$1.7M
GPCGENUINE PARTS CO
$1.7M
HPEHEWLETT PACKARD ENTERPRISE C
$1.7M
AKXANSYS INC
$1.7M
HUMHUMANA INC
$1.7M
NXQUANEX BLDG PRODS CORP
$1.7M
GDGENERAL DYNAMICS CORP
$1.7M
FFIVF5 INC
$1.7M
UBERUBER TECHNOLOGIES INC
$1.7M
MORNMORNINGSTAR INC
$1.7M
ORLYOREILLY AUTOMOTIVE INC
$1.7M
ARCBARCBEST CORP
$1.7M
TWTRADEWEB MKTS INC
$1.7M
USLMUNITED STS LIME & MINERALS I
$1.7M
VRSKVERISK ANALYTICS INC
$1.6M
LULULULULEMON ATHLETICA INC
$1.6M
HALOHALOZYME THERAPEUTICS INC
$1.6M
STZCONSTELLATION BRANDS INC
$1.6M
GOOGLALPHABET INC
$1.6M
CBOECBOE GLOBAL MKTS INC
$1.6M
SHWSHERWIN WILLIAMS CO
$1.6M
BMRNBIOMARIN PHARMACEUTICAL INC
$1.6M
FIVEFIVE BELOW INC
$1.6M
NFENEW FORTRESS ENERGY INC
$1.6M
METMETLIFE INC
$1.6M
ARCH1USDARCH RESOURCES INC
$1.6M
LMATLEMAITRE VASCULAR INC
$1.6M
APOAPOLLO GLOBAL MGMT INC
$1.6M
MMM3M CO
$1.6M
PLABPHOTRONICS INC
$1.6M
ISRGINTUITIVE SURGICAL INC
$1.6M
CRWDCROWDSTRIKE HLDGS INC
$1.6M
ALSNALLISON TRANSMISSION HLDGS I
$1.6M
OMCOMNICOM GROUP INC
$1.6M
PARRPAR PAC HOLDINGS INC
$1.5M
FICOFAIR ISAAC CORP
$1.5M
ONTOONTO INNOVATION INC
$1.5M
HTDCORCEPT THERAPEUTICS INC
$1.5M
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