Linden Thomas Advisory Services, LLC Q4 2024 Filing
Filed January 21, 2025
Portfolio Value
$789.0B
Holdings
469
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (469 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | NVDANVIDIA CORPORATION | 162,056 | $21.8B | 2.76% | |
| 2 | AAPLAPPLE INC | 50,600 | $12.7B | 1.61% | |
| 3 | METAMETA PLATFORMS INC | 20,157 | $11.8B | 1.50% | |
| 4 | MSFTMICROSOFT CORP | 24,528 | $10.3B | 1.31% | |
| 5 | AVGOBROADCOM INC | 36,881 | $8.6B | 1.08% | |
| 6 | ANETARISTA NETWORKS INC | 62,511 | $6.9B | 0.88% | |
| 7 | ALABASTERA LABS INC | 52,161 | $6.9B | 0.88% | |
| 8 | CRMSALESFORCE INC | 20,046 | $6.7B | 0.85% | |
| 9 | APPAPPLOVIN CORP | 19,394 | $6.3B | 0.80% | |
| 10 | MAMASTERCARD INCORPORATED | 11,272 | $5.9B | 0.75% | |
| 11 | LLYELI LILLY & CO | 7,477 | $5.8B | 0.73% | |
| 12 | VVISA INC | 18,118 | $5.7B | 0.73% | |
| 13 | NFLXNETFLIX INC | 6,343 | $5.7B | 0.72% | |
| 14 | USLMUNITED STS LIME & MINERALS I | 41,170 | $5.5B | 0.69% | |
| 15 | NOWSERVICENOW INC | 5,064 | $5.4B | 0.68% | |
| 16 | ISRGINTUITIVE SURGICAL INC | 10,217 | $5.3B | 0.68% | |
| 17 | SPGIS&P GLOBAL INC | 10,314 | $5.1B | 0.65% | |
| 18 | FTNTFORTINET INC | 52,569 | $5.0B | 0.63% | |
| 19 | HDHOME DEPOT INC | 12,503 | $4.9B | 0.62% | |
| 20 | ADBEADOBE INC | 10,672 | $4.7B | 0.60% | |
| 21 | PLTRPALANTIR TECHNOLOGIES INC | 61,397 | $4.6B | 0.59% | |
| 22 | INTUINTUIT | 7,362 | $4.6B | 0.59% | |
| 23 | CDNSCADENCE DESIGN SYSTEM INC | 14,673 | $4.4B | 0.56% | |
| 24 | PANWPALO ALTO NETWORKS INC | 23,574 | $4.3B | 0.54% | |
| 25 | LIILENNOX INTL INC | 7,024 | $4.3B | 0.54% | |
| 26 | KLACKLA CORP | 6,765 | $4.3B | 0.54% | |
| 27 | LMTLOCKHEED MARTIN CORP | 8,472 | $4.1B | 0.52% | |
| 28 | GILDGILEAD SCIENCES INC | 44,531 | $4.1B | 0.52% | |
| 29 | ZBRAZEBRA TECHNOLOGIES CORPORATI | 10,362 | $4.0B | 0.51% | |
| 30 | CHECHEMED CORP NEW | 7,514 | $4.0B | 0.50% | |
| 31 | SOLVSOLVENTUM CORP | 60,096 | $4.0B | 0.50% | |
| 32 | MTSIMACOM TECH SOLUTIONS HLDGS I | 30,482 | $4.0B | 0.50% | |
| 33 | GWWGRAINGER W W INC | 3,750 | $4.0B | 0.50% | |
| 34 | GOOGLALPHABET INC | 20,619 | $3.9B | 0.49% | |
| 35 | TSLATESLA INC | 9,633 | $3.9B | 0.49% | |
| 36 | AXPAMERICAN EXPRESS CO | 13,081 | $3.9B | 0.49% | |
| 37 | TMUST-MOBILE US INC | 17,579 | $3.9B | 0.49% | |
| 38 | FDSFACTSET RESH SYS INC | 7,891 | $3.8B | 0.48% | |
| 39 | MNSTMONSTER BEVERAGE CORP NEW | 70,615 | $3.7B | 0.47% | |
| 40 | ITGARTNER INC | 7,528 | $3.6B | 0.46% | |
| 41 | MATXMATSON INC | 26,824 | $3.6B | 0.46% | |
| 42 | WMTWALMART INC | 39,927 | $3.6B | 0.46% | |
| 43 | AMATAPPLIED MATLS INC | 22,043 | $3.6B | 0.45% | |
| 44 | VICIVICI PPTYS INC | 122,073 | $3.6B | 0.45% | |
| 45 | ABTABBOTT LABS | 31,308 | $3.5B | 0.45% | |
| 46 | RMERESMED INC | 15,377 | $3.5B | 0.45% | |
| 47 | ORLYOREILLY AUTOMOTIVE INC | 2,846 | $3.4B | 0.43% | |
| 48 | BACVERIZON COMMUNICATIONS INC | 81,823 | $3.3B | 0.41% | |
| 49 | GEVGE VERNOVA INC | 9,902 | $3.3B | 0.41% | |
| 50 | AZOAUTOZONE INC | 1,001 | $3.2B | 0.41% | |
| 51 | WMBWILLIAMS COS INC | 58,870 | $3.2B | 0.40% | |
| 52 | HTDCORCEPT THERAPEUTICS INC | 63,224 | $3.2B | 0.40% | |
| 53 | LMATLEMAITRE VASCULAR INC | 34,482 | $3.2B | 0.40% | |
| 54 | CRAICRA INTL INC | 16,840 | $3.2B | 0.40% | |
| 55 | FICOFAIR ISAAC CORP | 1,572 | $3.1B | 0.40% | |
| 56 | ORCLORACLE CORP | 18,598 | $3.1B | 0.39% | |
| 57 | TSCOTRACTOR SUPPLY CO | 58,336 | $3.1B | 0.39% | |
| 58 | CSGPCOSTAR GROUP INC | 42,998 | $3.1B | 0.39% | |
| 59 | IDXXIDEXX LABS INC | 7,436 | $3.1B | 0.39% | |
| 60 | LULULULULEMON ATHLETICA INC | 7,955 | $3.0B | 0.39% | |
| 61 | MTNVAIL RESORTS INC | 16,057 | $3.0B | 0.38% | |
| 62 | ALSNALLISON TRANSMISSION HLDGS I | 27,777 | $3.0B | 0.38% | |
| 63 | VRTXVERTEX PHARMACEUTICALS INC | 7,441 | $3.0B | 0.38% | |
| 64 | JXNJACKSON FINANCIAL INC | 34,219 | $3.0B | 0.38% | |
| 65 | HCKTHACKETT GROUP INC | 93,896 | $2.9B | 0.37% | |
| 66 | TTDTHE TRADE DESK INC | 24,394 | $2.9B | 0.36% | |
| 67 | LRCXLAM RESEARCH CORP | 39,305 | $2.8B | 0.36% | |
| 68 | EPAMEPAM SYS INC | 11,922 | $2.8B | 0.35% | |
| 69 | BMIBADGER METER INC | 13,033 | $2.8B | 0.35% | |
| 70 | AZPN1USDASPEN TECHNOLOGY INC | 11,064 | $2.8B | 0.35% | |
| 71 | BXBLACKSTONE INC | 15,965 | $2.8B | 0.35% | |
| 72 | PENPENUMBRA INC | 11,365 | $2.7B | 0.34% | |
| 73 | FFIVF5 INC | 10,475 | $2.6B | 0.33% | |
| 74 | MCOMOODYS CORP | 5,558 | $2.6B | 0.33% | |
| 75 | KRKROGER CO | 42,648 | $2.6B | 0.33% | |
| 76 | CSCOCISCO SYS INC | 43,949 | $2.6B | 0.33% | |
| 77 | COSTCOSTCO WHSL CORP NEW | 2,835 | $2.6B | 0.33% | |
| 78 | KMIKINDER MORGAN INC DEL | 94,614 | $2.6B | 0.33% | |
| 79 | BRK/BBERKSHIRE HATHAWAY INC DEL | 5,676 | $2.6B | 0.33% | |
| 80 | LOWLOWES COS INC | 10,330 | $2.5B | 0.32% | |
| 81 | TYLTYLER TECHNOLOGIES INC | 4,419 | $2.5B | 0.32% | |
| 82 | VEEVVEEVA SYS INC | 12,088 | $2.5B | 0.32% | |
| 83 | CATCATERPILLAR INC | 6,988 | $2.5B | 0.32% | |
| 84 | NVTNVENT ELECTRIC PLC | 36,952 | $2.5B | 0.32% | |
| 85 | OKEONEOK INC NEW | 24,627 | $2.5B | 0.31% | |
| 86 | TMOTHERMO FISHER SCIENTIFIC INC | 4,746 | $2.5B | 0.31% | |
| 87 | GRMNGARMIN LTD | 11,905 | $2.5B | 0.31% | |
| 88 | PAYXPAYCHEX INC | 17,311 | $2.4B | 0.31% | |
| 89 | QCOMQUALCOMM INC | 15,799 | $2.4B | 0.31% | |
| 90 | —ARCADIUM LITHIUM PLC | 472,860 | $2.4B | 0.31% | |
| 91 | FOXAFOX CORP | 49,576 | $2.4B | 0.31% | |
| 92 | VCELVERICEL CORP | 43,781 | $2.4B | 0.30% | |
| 93 | GSATUSDGLOBALSTAR INC | 1,159,039 | $2.4B | 0.30% | |
| 94 | AMDADVANCED MICRO DEVICES INC | 19,855 | $2.4B | 0.30% | |
| 95 | MPWRMONOLITHIC PWR SYS INC | 3,997 | $2.4B | 0.30% | |
| 96 | BCCBOISE CASCADE CO DEL | 19,879 | $2.4B | 0.30% | |
| 97 | GDYNGRID DYNAMICS HLDGS INC | 105,868 | $2.4B | 0.30% | |
| 98 | BRBROADRIDGE FINL SOLUTIONS IN | 10,403 | $2.4B | 0.30% | |
| 99 | KNSAKINIKSA PHARMACEUTICALS INTL | 117,604 | $2.3B | 0.29% | |
| 100 | LHXL3HARRIS TECHNOLOGIES INC | 10,948 | $2.3B | 0.29% |
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