Vault-13

Linden Rose Investment LLC

SUGAR LAND, TX · CIK 1833819 · 13F filing filed 2026-08-05

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

$128.7m reported value +68.9% vs Q1 2026
8positions
100.0%in top 10
2 new 2 added 4 reduced 0 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#SecurityTickerShares Value% of portfolioChangeShares change
1 ROUNDHILL ETF TRUST MEMORY ETF DRAM DRAM 521,570 $38.5m29.93% 29.93% NewShares held: Q3 2025 —, Q4 2025 0, Q1 2026 0, Q2 2026 521.6k
2 NVIDIA CORPORATION COM NVDA NVDA 145,365 $29.1m22.60% 22.60% ReducedShares held: Q3 2025 —, Q4 2025 267.8k, Q1 2026 237.7k, Q2 2026 145.4k -92.4k -92,351 -38.9%
3 MICRON TECHNOLOGY INC COM MU MU 24,981 $28.8m22.40% 22.40% AddedShares held: Q3 2025 —, Q4 2025 0, Q1 2026 18.0k, Q2 2026 25.0k +7.0k +7,014 39.0%
4 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM TSM 36,732 $17.5m13.63% 13.63% ReducedShares held: Q3 2025 —, Q4 2025 11.5k, Q1 2026 37.2k, Q2 2026 36.7k -507 -507 -1.4%
5 ALPHABET INC CAP STK CL A GOOGL GOOGL 28,379 $10.1m7.88% 7.88% ReducedShares held: Q3 2025 —, Q4 2025 40.1k, Q1 2026 51.6k, Q2 2026 28.4k -23.3k -23,251 -45.0%
6 SANDISK CORP COM SNDK SNDK 1,228 $2.8m2.17% 2.17% AddedShares held: Q3 2025 —, Q4 2025 0, Q1 2026 1.2k, Q2 2026 1.2k +28 +28 2.3%
7 MARVELL TECHNOLOGY INC COM MRVL MRVL 3,452 $1.0m0.80% 0.80% NewShares held: Q3 2025 —, Q4 2025 0, Q1 2026 0, Q2 2026 3.5k
8 ISHARES INC MSCI STH KOR ETF EWY EWY 3,782 $763.6k0.59% 0.59% ReducedShares held: Q3 2025 —, Q4 2025 0, Q1 2026 3.9k, Q2 2026 3.8k -84 -84 -2.2%