Linden Advisors LP

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CIK 1279396

13F portfolio (2026-Q1)

$1.9B

Positions

434

Implied 1Y CAGR

modeled · as filed

Long positions in SEC Section 13(f) securities (US-listed stocks, ADRs and ETFs), largest first · Δ vs 2025-Q4. A lagged quarterly snapshot (filed ≤45 days after quarter-end); excludes shorts, options, cash, and shares listed only on non-US exchanges — foreign companies held via a US listing or ADR (e.g. Alibaba, TSMC) ARE included.

Implied return what this book implies · modeled, not advice methodology →

Open in PORT →

As filed = each book applied at its quarter-end (what the reported book did) · As copyable = applied at its statutory 45-day filing deadline (what a 13F follower could have earned).

Computing…

Hypothetical modeled performance constructed with hindsight — not actual results, and not indicative of future results. See the Disclaimer.

Exposures · what this manager owns, by sector & size (2026-Q1)

Holdings

433

Top 5

9.9%

Top 10

14.5%

Effective N

114.3

HHI

0.009

This quarter

143 new · 0 exit →

By sector

Unclassified98.1%

Energy0.9%

Industrials0.8%

Consumer Discretionary0.2%

Materials0.0%

Health Care0.0%

By market cap

Unknown98.2%

Mid ($2–10B)0.9%

Micro (<$300M)0.8%

Small ($300M–2B)0.0%

By region

Other98.1%

North America1.8%

Asia-Pacific0.2%

By industry group GICS — finer than sector

Industry group	Weight	Names
Unclassified	98.08%	427
Oil, Gas & Consumable Fuels	0.95%	1
Commercial Services & Supplies	0.79%	2
Automobiles & Components	0.15%	1
Metals & Mining	0.03%	1
Health Care Providers & Services	0.00%	1

Top holdings

#	Ticker	Name	Sector	Weight
1		NEXTERA ENERGY INC	Unclassified	5.85%
2	SBXD	SILVERBOX CORP IV	Unclassified	1.13%
3	IPCX	INFLECTION PT ACQUISITION CO	Unclassified	1.01%
4	CRGY	Crescent Energy Co	Energy	0.95%
5	TVAI	THAYER VENTURES ACQ CORP II	Unclassified	0.95%
6	ZKP	LAFAYETTE DIGITAL ACQUISITIO	Unclassified	0.94%
7	CORZW	CORE SCIENTIFIC INC NEW	Unclassified	0.93%
8	IACOU	IDEA ACQUISITION CORP	Unclassified	0.92%
9	RNGT	RANGE CAP ACQUISITION CORP I	Unclassified	0.92%
10	TLNC	TALON CAP CORP	Unclassified	0.88%

6/433 names classified · sector 1.9% of weight · industry 1.9% · mkt cap 1.8%; unclassified names shown, never dropped.

Sector allocation over time · how the GICS mix & top names shifted quarter by quarter

top 5/sector, rest → “Other” · 52 quarters

Information TechnologyKDK, STX, MCHP, NXPI, DDOG · other

FinancialsBAC, JPM, GS, BLK, ECPG · other

Consumer DiscretionaryGM, HLF, TH, NIO, ARMK · other

Communication ServicesIRDM, GOGO, T, MSGS, NFLX · other

MaterialsUSAR, PACK, RYAM, AA, MP · other

IndustrialsIMSR, DY, BKNG, GD, Z · other

EnergyFTW, MGY, BORR, RIG, CRGY · other

Health CareBMY, ILMN, ZTS, TEVA, ISRG · other

UtilitiesXIFR, WEC, DUK, CNP, CMS · other

Real EstateEXR, RYN, BXP, VAC, WY · other

Consumer StaplesFRPT, ARKO

UnclassifiedALERE INC, ALTABA INC, BRIGHTSPRING HEALTH SVCS INC, NEXTERA ENERGY INC, SPDR Bloomberg Barclays High Yie · other

Sector is classified on each name's CURRENT fundamentals, not point-in-time — apparent sector drift can reflect the market re-rating a holding, not a manager trade. 13F is a lagged quarterly snapshot of long positions in US-listed securities only — foreign companies held via a US listing or ADR ARE included, but shares listed only on non-US exchanges (plus shorts, options and cash) are not. Latest quarter: 1.9% of the book is sector-classified (unclassified names shown, never dropped).

Style box · size × value-growth placement of the reported book (2026-Q1), classified on current fundamentals (not point-in-time) — load it into PORT to overlay your own portfolio

Only 0% of book weight classified — the grid is NOT representative of the whole book.

holdings, colored by sector (1 classified)Linden Advisors LP centroid (Small Growth)

Health Care

Style box summary for Linden Advisors LP: centroid Small Growth. Heaviest cells: Small Growth 0.0%.

Classified: 0.0% of book weight (1/422 names) · unclassified 100.0%: , SBXD, IPCX, CRGY, TVAI, ZKP, CORZW, IACOU, RNGT, TLNC +411 more. Size: cap 70/20/10 bands; style: value/growth composite on our own metrics — not Morningstar's model.

Contribution holdings-based, any period

No contribution data for this period.

Holdings· 434 positions (2026-Q1) · largest first · Δ vs 2025-Q4

#	Security	Shares	Value	Weight	Δ QoQ
1	NEXTERA ENERGY INC	2,200,000	$111M	5.9%	NEW
2	SBXDSILVERBOX CORP IV	2,000,000	$21M	1.1%	HOLD
3	IPCXINFLECTION PT ACQUISITION CO	1,865,000	$19M	1.0%	HOLD
4	CRGYCRESCENT ENERGY COMPANY	1,326,700	$18M	0.9%	NEW
5	TVAITHAYER VENTURES ACQ CORP II	1,750,000	$18M	0.9%	HOLD
6	ZKPLAFAYETTE DIGITAL ACQUISITIO	1,800,000	$18M	0.9%	NEW
7	CORZWCORE SCIENTIFIC INC NEW	2,013,335	$18M	0.9%	HOLD
8	IACOUIDEA ACQUISITION CORP	1,750,000	$17M	0.9%	NEW
9	RNGTRANGE CAP ACQUISITION CORP I	1,729,896	$17M	0.9%	HOLD
10	TLNCTALON CAP CORP	1,622,152	$17M	0.9%	HOLD
11	BCARD. BORAL ARC ACQ I CORP.	1,600,000	$16M	0.9%	ADD 482%
12	GRAFGRAF GLOBAL CORP	1,500,000	$16M	0.8%	HOLD
13	JENAJENA ACQUISITION CORP II	1,550,000	$16M	0.8%	HOLD
14	SORNSOREN ACQUISITION CORP	1,600,000	$16M	0.8%	NEW
15	ARTCART TECHNOLOGY ACQUISITION C	1,600,000	$16M	0.8%	NEW
16	BBCQBLEICHROEDER ACQUISITI CORP	1,550,000	$16M	0.8%	NEW
17	TACOBERTO ACQUISITION CORP	1,500,000	$15M	0.8%	HOLD
18	PMTRPERIMETER ACQUISITION CORP I	1,500,000	$15M	0.8%	HOLD
19	EGHAEGH ACQUISITION CORP.	1,500,000	$15M	0.8%	HOLD
20	IPFXUINFLECTION PT ACQUISIT CORP	1,500,000	$15M	0.8%	NEW
21	HVIIHENNESSY CAP INVT CORP VII	1,463,732	$15M	0.8%	HOLD
22	GTENGORES HLDGS X INC	1,475,000	$15M	0.8%	ADD 20%
23	SCIISC II ACQUISITION CORP	1,498,500	$15M	0.8%	NEW
24	IRHOIRON HORSE ACQUISIT II CORP	1,500,000	$15M	0.8%	NEW
25	FGIIFG IMPERII ACQUISITION CORP	1,500,000	$15M	0.8%	NEW
26	MLAAMOUNTAIN LAKE ACQUISIT CORP	1,500,000	$15M	0.8%	NEW
27	MKLYMCKINLEY ACQUISITION CORP	1,445,000	$15M	0.8%	HOLD
28	KCHVKOCHAV DEFENSE ACQUI CO	1,400,000	$14M	0.8%	HOLD
29	CCIICOHEN CIRCLE ACQUISIT CORP I	1,394,511	$14M	0.8%	HOLD
30	AACIUARMADA ACQUISITION CORP III	1,400,000	$14M	0.7%	NEW
31	XCBEX3 ACQUISITION CORP LTD	1,400,000	$14M	0.7%	NEW
32	LPBBLAUNCH TWO ACQUISITION CORP.	1,296,800	$14M	0.7%	HOLD
33	RDAGREPUBLIC DIGITAL ACQUISITION	1,325,023	$14M	0.7%	HOLD
34	AACOUABONY ACQUISITION CORP I	1,350,000	$13M	0.7%	NEW
35	DSACDAEDALUS SPL ACQUISITION COR	1,350,000	$13M	0.7%	NEW
36	KFIIK&F GROWTH ACQUISITION CORP	1,250,000	$13M	0.7%	HOLD
37	OTGAOTG ACQUISITION CORP. I	1,250,000	$13M	0.7%	HOLD
38	GSRFGSR IV ACQUISITION CORP	1,250,000	$13M	0.7%	HOLD
39	HACQUHCM IV ACQUISITION CORP	1,250,000	$13M	0.7%	NEW
40	FVAVFORTRESS VALUE ACQU CORP V	1,250,000	$13M	0.7%	NEW
41	TACHTITAN ACQUISITION CORP	1,200,000	$12M	0.7%	HOLD
42	BIXIBITCOIN INFRASTRUCTURE ACQUI	1,250,000	$12M	0.7%	HOLD
43	MESHMESHFLOW ACQUISITION CORP	1,250,000	$12M	0.7%	NEW
44	NPACNEW PROVIDENCE ACQUISITION C	1,200,000	$12M	0.7%	HOLD
45	CCIXCHURCHILL CAPITAL CORP IX	1,150,000	$12M	0.6%	HOLD
46	ENHAA PARADISE ACQUISITION CORP	1,200,000	$12M	0.6%	HOLD
47	JACSJACKSON ACQUISITION CO II	1,150,000	$12M	0.6%	HOLD
48	BEAGBOLD EAGLE ACQUISITION CORP	1,150,000	$12M	0.6%	HOLD
49	HCMAHCM III ACQUISITION CORP	1,200,000	$12M	0.6%	HOLD
50	EVOXEVOLUTION GLOBAL ACQUISITION	1,201,000	$12M	0.6%	HOLD
51	CRANCRANE HBR ACQUISITION CORP I	1,200,000	$12M	0.6%	NEW
52	ALOVALDABRA 4 LQDTY OPP VEH INC	1,200,000	$12M	0.6%	NEW
53	ARCIARCHIMEDES TECH SPAC PTNRS I	1,200,000	$12M	0.6%	NEW
54	MEVOM EVO GBL ACQUISITION CORP I	1,200,000	$12M	0.6%	NEW
55	OYSEOYSTER ENTERPRISES II ACQUIS	1,150,000	$12M	0.6%	HOLD
56	PAIIPYROPHYTE ACQUISITION CORP.	1,150,000	$12M	0.6%	HOLD
57	TMSLIVE OAK ACQUISITION CORP V	1,100,000	$11M	0.6%	HOLD
58	RACRITHM ACQUISITION CORP	1,100,000	$11M	0.6%	HOLD
59	BDCIBTC DEV CORP	1,125,000	$11M	0.6%	HOLD
60	WENNWEN ACQUISITION CORP	1,100,000	$11M	0.6%	HOLD
61	MBVIM3-BRIGADE ACQUISITION VI CO	1,100,000	$11M	0.6%	HOLD
62	KBONKARBON CAP PARTNERS CORP	1,100,000	$11M	0.6%	NEW
63	AEAQACTIVATE ENERGY ACQUISIT COR	1,100,000	$11M	0.6%	NEW
64	ALFCENTURION ACQUISITION CORP	1,000,000	$11M	0.6%	HOLD
65	POLEANDRETTI ACQUISITION CORP II	1,000,000	$11M	0.6%	HOLD
66	LEGOLEGATO MERGER CORP IV	1,070,000	$11M	0.6%	NEW
67	HCICUHENNESSY CAP INVTS CORP VIII	1,050,000	$11M	0.6%	NEW
68	ATIIARCHIMEDES TECH SPAC PARTNER	1,000,000	$10M	0.6%	HOLD
69	HYACHAYMAKER ACQUISITION CORP IV	900,000	$10M	0.5%	HOLD
70	EVACEQV VENTURES AC CORP. II	1,025,000	$10M	0.5%	HOLD
71	AACBARTIUS II ACQUISITION INC	1,000,000	$10M	0.5%	HOLD
72	ONCH1RT ACQUISITION CORP.	1,010,100	$10M	0.5%	ADD 98%
73	CEPFCANTOR EQUITY PARTNERS IV IN	1,000,000	$10M	0.5%	HOLD
74	CCXICHURCHILL CAP CORP XI	1,000,000	$10M	0.5%	NEW
75	PACHPIONEER ACQUISITION I CORP	1,000,000	$10M	0.5%	HOLD
76	ALDFALDEL FINL II INC	950,000	$10M	0.5%	HOLD
77	OIMONEIM ACQUISITION CORP	1,000,000	$10M	0.5%	NEW
78	TVATEXAS VENTURES ACQUISITION I	963,956	$10M	0.5%	TRIM −4%
79	ACAAUAVERIN CAP ACQUISITION CORP	1,000,000	$10M	0.5%	NEW
80	ALUBALUSSA ENERGY ACQUISIT CORP	1,000,000	$10M	0.5%	NEW
81	PAACUPROEM ACQUISITION CORP I	1,000,000	$10M	0.5%	NEW
82	SBXESILVERBOX CORP V	1,000,000	$10M	0.5%	NEW
83	MZYX.UMOZAYYX Acquisition Corp	1,000,000	$10M	0.5%	NEW
84	IGACINVEST GREEN ACQUISITION COR	1,000,000	$10M	0.5%	HOLD
85	CMIICOLUMBUS CIRCLE CAP CORP II	1,000,000	$10M	0.5%	NEW
86	PCAPPROCAP ACQUISITION CORP	950,000	$10M	0.5%	HOLD
87	LWACLIGHTWAVE ACQUISITION CORP	950,000	$10M	0.5%	HOLD
88	TMTSUSPARTACUS ACQUISITION CORP I	950,000	$10M	0.5%	NEW
89	NTWONEWBURY STR II ACQUISITION C	900,000	$9M	0.5%	HOLD
90	ILLUUILLUMINATION ACQUISITION CORP I	950,000	$9M	0.5%	NEW
91	BLUWBLUE WTR ACQUISITION CORP. I	900,000	$9M	0.5%	HOLD
92	MOUNTAIN LAKE ACQUISITION CO	875,000	$9M	0.5%	HOLD
93	IPEXINFLECTION POINT ACQU CORP V	875,716	$9M	0.5%	HOLD
94	TWLVTWELVE SEAS INVT CO III	900,000	$9M	0.5%	NEW
95	TRGSUTRG LATIN AMER ACQUIS CORP	875,000	$9M	0.5%	NEW
96	GPATGP-ACT III ACQUISITION CORP	797,584	$9M	0.5%	HOLD
97	SPEGSILVER PEGASUS ACQUISITION C	850,000	$9M	0.5%	HOLD
98	DYNCDYNAMIX CORP	819,611	$9M	0.5%	HOLD
99	APXTAPEX TREAS CORP	850,000	$8M	0.4%	HOLD
100	SDHISIDDHI ACQUISITION CORP	800,000	$8M	0.4%	HOLD
101	XRPNARMADA ACQUISITION CORP II	800,000	$8M	0.4%	HOLD
102	AEXAAMERICAN EXCEPTIONALISM ACQU	757,850	$8M	0.4%	TRIM −11%
103	SAAQSPACE ASSET ACQUISITION CORP	800,000	$8M	0.4%	NEW
104	KCAC.UKENSINGTON CAP ACQUIST CORP	800,000	$8M	0.4%	NEW
105	PALOUPALOMA ACQUISITION CORP I	800,000	$8M	0.4%	NEW
106	SVIVSPRING VY ACQUISITION CORP I	800,000	$8M	0.4%	NEW
107	ITHAITHAX ACQUISITION CORP III	800,000	$8M	0.4%	NEW
108	VHCPVINE HILL CAP INVTS CORP II	800,000	$8M	0.4%	NEW
109	BACCBLUE ACQUISITION CORP.	775,000	$8M	0.4%	HOLD
110	IRABIRIS ACQUISITION CORP II	800,000	$8M	0.4%	NEW
111	GTERAGLOBA TERRA ACQUISITION COR	760,850	$8M	0.4%	HOLD
112	FACCARTESIAN GROWTH CORP III	750,000	$8M	0.4%	HOLD
113	EMISEMMIS ACQUISITION CORP.	750,000	$8M	0.4%	HOLD
114	HVMCHIGHVIEW MERGER CORP	750,000	$8M	0.4%	HOLD
115	LATAGALATA ACQUISITION CORP II	750,000	$7M	0.4%	HOLD
116	FMACUFUTURE MONEY ACQUISITION COR	750,000	$7M	0.4%	NEW
117	SACSAFEGUARD ACQUISITION CORP	750,000	$7M	0.4%	NEW
118	BLRKBLUEROCK ACQUISITION CORP	750,000	$7M	0.4%	NEW
119	GPACGENERAL PURP ACQUISITION COR	750,000	$7M	0.4%	NEW
120	SVAQSILICON VY ACQUISITION CORP	750,000	$7M	0.4%	NEW
121	KTWOK2 CAP ACQUISITION CORP	750,000	$7M	0.4%	NEW
122	DBCAD BORAL ACQUISITION I CORP	750,000	$7M	0.4%	NEW
123	PLMKPLUM ACQUISITION CORP IV	700,000	$7M	0.4%	HOLD
124	SVCCSTELLAR V CAP CORP	700,000	$7M	0.4%	HOLD
125	SVACSPRING VY ACQUISITION CORP I	714,749	$7M	0.4%	TRIM −29%
126	CRAQCAL REDWOOD ACQUISITION CORP	700,000	$7M	0.4%	HOLD
127	NHICNEWHOLD INVT CORP III	675,000	$7M	0.4%	HOLD
128	NWAXNEW AMER ACQUISITION I CORP	700,000	$7M	0.4%	NEW
129	VACIVIKING ACQUISITION CORP I	700,000	$7M	0.4%	HOLD
130	TDWDTAILWIND 2.0 ACQUISITION COR	700,000	$7M	0.4%	HOLD
131	HCACHALL CHADWICK ACQUISITION CO	700,000	$7M	0.4%	NEW
132	AXINAXIOM INTELLIGENCE AC CORP 1	650,000	$7M	0.3%	HOLD
133	DYORINSIGHT DIGITAL PARTNERS II	650,000	$6M	0.3%	HOLD
134	OACCOAKTREE ACQUISITION CORP III	600,000	$6M	0.3%	HOLD
135	TDACTRANSLATIONAL DEV ACQUISITIO	600,000	$6M	0.3%	HOLD
136	BWIV.UBLUE WTR ACQUISITION CORP IV	625,000	$6M	0.3%	NEW
137	SZZLSIZZLE ACQUISITION CORP. II	600,000	$6M	0.3%	HOLD
138	SOCASOLARIUS CAPITAL ACQU CORP	600,000	$6M	0.3%	HOLD
139	BCSSBAIN CAP GSS INVT CORP	600,000	$6M	0.3%	HOLD
140	WLIIUWILLOW LANE ACQUISITION CRP	600,000	$6M	0.3%	NEW
141	KOYNCSLM DIGITA ASSET ACQ CORP I	600,000	$6M	0.3%	HOLD
142	LFACLEAPFROG ACQUISITION CORP	600,000	$6M	0.3%	NEW
143	DNMXDYNAMIX CORP III	581,521	$6M	0.3%	HOLD
144	BEBETGE VALUE CREATIVE SOLUTIONS	550,000	$5M	0.3%	NEW
145	RANGRANGE CAP ACQUISITION CORP	500,000	$5M	0.3%	HOLD
146	DRDBROMAN DBDR ACQUISITION CORP	500,000	$5M	0.3%	HOLD
147	GSHRGESHER ACQUISITION CORP. II	500,000	$5M	0.3%	HOLD
148	CAEPCANTOR EQUITY PARTNERS III I	500,000	$5M	0.3%	HOLD
149	FERAFIFTH ERA ACQUISITION CORP I	500,000	$5M	0.3%	HOLD
150	SOULSOULPOWER ACQUISITION CORP	500,000	$5M	0.3%	HOLD
151	OBAOXLEY BRIDGE ACQ LTD	500,000	$5M	0.3%	HOLD
152	MTAL.UMETALS ACQUISITION CORP II	500,000	$5M	0.3%	NEW
153	CHECCHENGHE ACQUISITION III CO	500,000	$5M	0.3%	HOLD
154	BLZRTRAILBLAZER ACQUISITION CORP	500,000	$5M	0.3%	HOLD
155	LEGATO MERGER CORP III	450,658	$5M	0.3%	HOLD
156	ADACAMERICAN DRIVE ACQUISITION C	500,000	$5M	0.3%	NEW
157	LPCVLAUNCHPAD CADENZA ACQU CORP	500,000	$5M	0.3%	NEW
158	VNMEVENDOME ACQUISITION CORP I	475,000	$5M	0.3%	HOLD
159	CEPOCANTOR EQUITY PARTNERS I INC	434,241	$5M	0.2%	HOLD
160	CEPVCANTOR EQUITY PARTNERS V INC	450,000	$5M	0.2%	HOLD
161	SSACSPACSPHERE ACQUISITION CORP	450,000	$4M	0.2%	NEW
162	WTGWINTERGREEN ACQUISITION CORP	400,000	$4M	0.2%	HOLD
163	QUMSQUANTUMSPHERE ACQUISITION CO	400,000	$4M	0.2%	HOLD
164	PONOUPONO CAP FOUR INC	375,000	$4M	0.2%	NEW
165	SCPQSOCIAL COMM PARTNERS CORP	375,000	$4M	0.2%	NEW
166	CANTOR EQUITY PARTNERS II IN	338,708	$4M	0.2%	TRIM −15%
167	CAQUUCAMBRIDGE ACQUISITION CORP	350,000	$3M	0.2%	NEW
168	XSLLXSOLLA SPAC 1	350,000	$3M	0.2%	NEW
169	XNDUXANADU QUANTUM TECHNOLO LTD	499,523	$3M	0.2%	NEW
170	DAAQDIGITAL ASSET ACQUISITION CO	311,840	$3M	0.2%	HOLD
171	FACTFACT II ACQUISITION CORP	300,000	$3M	0.2%	HOLD
172	CLBR.UCOLOMBIER ACQUISITION CORP I	300,000	$3M	0.2%	NEW
173	IEAGINFINITE EAGLE ACQUISITION C	300,000	$3M	0.2%	NEW
174	LILI AUTO INC	159,900	$3M	0.2%	NEW
175	HDRNGIGCAPITAL7 CORP	250,000	$3M	0.1%	HOLD
176	TAVITAVIA ACQUISITION CORP	250,000	$3M	0.1%	HOLD
177	KRSPRICE ACQUISITION CORP 3	250,000	$3M	0.1%	HOLD
178	YCYAA MISSION ACQUISITION CORP	250,000	$3M	0.1%	HOLD
179	CRACCROWN RESV ACQUISITION CORP	250,000	$3M	0.1%	HOLD
180	BPACBLUEPORT ACQUISITION LTD	250,000	$3M	0.1%	NEW
181	HAVAHARVARD AVE ACQUISITION CORP	250,000	$3M	0.1%	HOLD
182	MMTXMILUNA ACQUISITION CORP	250,000	$3M	0.1%	HOLD
183	CTAAUCLEARTHINK 1 ACQUISITION COR	250,000	$2M	0.1%	NEW
184	GIWGIGCAPITAL8 CORP	250,000	$2M	0.1%	HOLD
185	QADRUQDRO ACQUISITION CORP	250,000	$2M	0.1%	NEW
186	WPACWHITE PEARL ACQUISITION CORP	250,000	$2M	0.1%	NEW
187	BIIIBLACK SPADE ACQUISITION III	250,000	$2M	0.1%	NEW
188	PTORPRAETORIAN ACQUISITION CORP	250,000	$2M	0.1%	NEW
189	KPET.UKPET ULTRA PACELINE CORP	241,560	$2M	0.1%	NEW
190	INACINDIGO ACQUISITION CORP	225,000	$2M	0.1%	HOLD
191	NKLRTERRA INNOVATUM GLOBAL NV	454,228	$2M	0.1%	HOLD
192	CHPGCHAMPIONSGATE ACQUISITION CO	200,000	$2M	0.1%	HOLD
193	MCGAYORKVILLE ACQUISITION CORP.	200,000	$2M	0.1%	HOLD
194	MUZEMUZERO ACQUISITION CORP	200,000	$2M	0.1%	NEW
195	KDKRWKODIAK AI INC.	1,755,761	$2M	0.1%	HOLD
196	QSEAQUARTZSEA ACQUISITION CORP	175,000	$2M	0.1%	HOLD
197	CEPSCANTOR EQUITY PARTNERS VI IN	175,000	$2M	0.1%	NEW
198	SUMAUSUMA ACQUISITION CORP	175,000	$2M	0.1%	NEW
199	LAFALAFAYETTE ACQUISITION CORP	175,000	$2M	0.1%	HOLD
200	REAL ASSET ACQUISITION CORP	150,000	$2M	0.1%	TRIM −50%

showing the top 200 by weight

Position trends· top 15 holdings · shares held over 6 quarters

green added · red trimmed

Security

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

NEXTERA ENERGY INC

—

2.2M

$111M

SBXDSILVERBOX CORP IV

2.0M

$21M

IPCXINFLECTION PT ACQUISITION CO

—

1.6M

1.9M

$19M

CRGYCRESCENT ENERGY COMPANY

—

1.3M

$18M

TVAITHAYER VENTURES ACQ CORP II

—

1.8M

$18M

ZKPLAFAYETTE DIGITAL ACQUISITIO

—

1.8M

$18M

CORZWCORE SCIENTIFIC INC NEW

3.4M

5.1M

2.8M

2.0M

$18M

IACOUIDEA ACQUISITION CORP

—

1.8M

$17M

RNGTRANGE CAP ACQUISITION CORP I

—

1.7M

$17M

TLNCTALON CAP CORP

—

1.6M

$17M

BCARD. BORAL ARC ACQ I CORP.

—

275K

1.6M

$16M

GRAFGRAF GLOBAL CORP

1.5M

$16M

JENAJENA ACQUISITION CORP II

—

1.6M

$16M

SORNSOREN ACQUISITION CORP

—

1.6M

$16M

ARTCART TECHNOLOGY ACQUISITION C

—

1.6M

$16M

Shares reported each quarter by the largest current holdings. Green = added vs the prior filing of that name, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.

☆Linden Advisors LP

Implied return what this book implies · modeled, not advice methodology →

Exposures · what this manager owns, by sector & size (2026-Q1)

By sector

By market cap

By region

By industry group GICS — finer than sector

Top holdings

Sector allocation over time · how the GICS mix & top names shifted quarter by quarter

Style box · size × value-growth placement of the reported book (2026-Q1), classified on current fundamentals (not point-in-time) — load it into PORT to overlay your own portfolio

Contribution holdings-based, any period

Holdings· 434 positions (2026-Q1) · largest first · Δ vs 2025-Q4

Position trends· top 15 holdings · shares held over 6 quarters

Related· where to look next

Linden Advisors LP