LINDEN ADVISORS LP

data from 30/09/2025

Capitalization

$ 14.999 B -7.93 %

Average holding period

4 ans

Performance

$ 1.800 B 49 508.21 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in LINDEN ADVISORS LP

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 BLOOM ENERGY CORP 3 06/01/2028 3.64% 546.242 M $ 120624000 2024/09/30 273.426 M $ 205.48 %
2025/09/30 BLOOM ENERGY CORP 3 06/01/2029 144A 3.39% 508.819 M $ 122915000 2025/06/30 295.980 M $ 192.10 %
2025/09/30 LUMENTUM HOLDINGS INC 0.5 06/15/2028 2.47% 370.179 M $ 265326000 2023/03/31 89.846 M $ 35.75 %
2025/09/30 STRATEGY INC NOTE 0.625 3/1 2.37% 356.085 M $ 158940000 2025/03/31 -151.052 M $ -19.75 %
2025/09/30 JAZZ INVESTMENTS I LTD 3.125 09/15/2030 2.29% 343.101 M $ 288450000 2025/09/30 0.000 $ 0.00 %
2025/09/30 LI AUTO INC 0.25 05/01/2028 2.06% 309.101 M $ 270207000 2022/06/30 -13.585 M $ -4.21 %
2025/09/30 ALIBABA GROUP HOLDING 0.5 06/01/2031 2.04% 305.632 M $ 166376000 2025/06/30 38.568 M $ 43.84 %
2025/09/30 PELOTON INTERACTIVE INC 5.5 12/01/2029 2.03% 304.581 M $ 136893000 2025/06/30 44.821 M $ 20.71 %
2025/09/30 LIBERTY MEDIA CORP 3.75 03/15/2028 1.95% 291.958 M $ 279310000 2024/03/31 2.782 M $ 0.96 %
2025/09/30 SEMTECH CORP 1.625 11/01/2027 1.80% 270.300 M $ 138664000 2023/12/31 69.505 M $ 36.27 %
2025/09/30 SUPER MICRO COMPUTER INC 3.5 03/01/2029 1.80% 270.268 M $ 264608000 2025/03/31 -7.242 M $ -1.91 %
2025/09/30 MAKEMYTRIP LIMITED 0 02/15/2028 1.60% 239.319 M $ 98255000 2022/03/31 -10.258 M $ -4.31 %
2025/09/30 EXACT SCIENCES CORP 0.375 03/15/2027 1.57% 235.641 M $ 244980000 2024/06/30 1.228 M $ 0.69 %
2025/09/30 EXACT SCIENCES CORP 0.375 03/01/2028 1.53% 230.136 M $ 248106000 2023/09/30 2.498 M $ 1.67 %
2025/09/30 MKS INC 1.25 06/01/2030 1.53% 228.741 M $ 208270000 2025/06/30 24.148 M $ 11.25 %
2025/09/30 LUMENTUM HOLDINGS INC 1.5 12/15/2029 1.44% 215.874 M $ 89336000 2024/06/30 56.792 M $ 57.27 %
2025/09/30 WESTERN DIGITAL CORP 3 11/15/2028 1.38% 207.555 M $ 64702000 2024/12/31 64.792 M $ 78.52 %
2025/09/30 ASCENDIS PHARMA A/S 2.25 04/01/2028 1.32% 197.951 M $ 144897000 2023/06/30 18.570 M $ 9.58 %
2025/09/30 VISHAY INTERTECHNOLOGY 2.25 09/15/2030 1.26% 189.298 M $ 208036000 2024/09/30 1.992 M $ 1.15 %
2025/09/30 GRANITE CONSTRUCTION INC 3.25 06/15/2030 1.22% 182.426 M $ 118980000 2025/06/30 20.536 M $ 11.70 %
2025/09/30 BRIDGEBIO PHARMA INC 2.25 02/01/2029 1.15% 173.094 M $ 175048000 2023/09/30 7.787 M $ 5.62 %
2025/09/30 STRATEGY INC NOTE 2.250 6/1 1.15% 172.610 M $ 96649000 2025/06/30 -35.625 M $ -16.76 %
2025/09/30 DRAFTKINGS HOLDINGS INC 0 03/15/2028 1.11% 167.175 M $ 186013000 2022/03/31 234.118 K $ 0.11 %
2025/09/30 OSI SYSTEMS INC 2.25 08/01/2029 1.07% 160.669 M $ 111046000 2025/09/30 0.000 $ 0.00 %
2025/09/30 STRATEGY INC 0.875 03/15/2031 1.07% 160.109 M $ 101639000 2025/03/31 -29.521 M $ -15.93 %
2025/09/30 CIPHER MINING 1.75 05/15/2030 1.06% 159.417 M $ 54000000 2025/06/30 78.490 M $ 130.87 %
2025/09/30 TRANSMEDICS GROUP INC 1.5 06/01/2028 1.06% 159.137 M $ 111874000 2024/06/30 -32.647 M $ -11.22 %
2025/09/30 SUNRUN INC 4 03/01/2030 144A 1.06% 158.927 M $ 118046000 2025/03/31 31.287 M $ 94.24 %
2025/09/30 SPHERE ENTERTAINMENT CO 3.5 12/01/2028 1.03% 153.800 M $ 81220000 2024/12/31 42.826 M $ 34.88 %
2025/09/30 PROGRESS SOFTWARE CORP 3.5 03/01/2030 1.01% 152.070 M $ 151347000 2025/03/31 -19.832 M $ -13.79 %
2025/09/30 MARRIOTT VACATION WORLDW 3.25 12/15/2027 1.01% 151.739 M $ 158431000 2023/12/31 3.542 M $ 2.44 %
2025/09/30 FIVE9 INC 1 03/15/2029 1.01% 150.864 M $ 170286000 2025/03/31 2.376 M $ 1.23 %
2025/09/30 HAEMONETICS CORP 2.5 06/01/2029 1.00% 150.687 M $ 162957000 2025/06/30 -11.671 M $ -7.16 %
2025/09/30 RAPID7 INC 0.25 03/15/2027 0.98% 146.884 M $ 156062000 2022/03/31 2.674 M $ 1.84 %
2025/09/30 LUMENTUM HOLDINGS INC 0.5 12/15/2026 0.96% 143.929 M $ 85425000 2020/12/31 73.713 M $ 42.49 %
2025/09/30 AEROVIRONMENT INC 0 07/15/2030 0.89% 134.070 M $ 108058000 2025/09/30 0.000 $ 0.00 %
2025/09/30 COLLEGIUM PHARMA INC 2.875 02/15/2029 0.89% 133.479 M $ 112690000 2024/03/31 11.255 M $ 9.30 %
2025/09/30 IONIS PHARMACEUTICALS IN 0 04/01/2026 0.89% 133.456 M $ 108562000 2023/06/30 14.195 M $ 21.79 %
2025/09/30 SNAP INC 0.5 05/01/2030 144A 0.89% 133.117 M $ 155118000 2025/06/30 1.182 M $ 1.00 %
2025/09/30 CONMED CORP 2.25 06/15/2027 0.88% 132.702 M $ 139175000 2023/06/30 529.368 K $ 0.40 %
2025/09/30 IRHYTHM TECHNOLOGIES INC 1.5 09/01/2029 0.84% 126.410 M $ 92086000 2025/03/31 14.071 M $ 7.02 %
2025/09/30 WORKIVA INC 1.25 08/15/2028 0.83% 123.872 M $ 125275000 2024/09/30 5.955 M $ 6.36 %
2025/09/30 ETSY INC 0.25 06/15/2028 0.78% 117.330 M $ 132000000 2023/06/30 4.344 M $ 3.40 %
2025/09/30 LIVANOVA PLC 2.5 03/15/2029 0.74% 110.294 M $ 102415000 2025/03/31 7.239 M $ 6.91 %
2025/09/30 BRIDGEBIO PHARMA INC 2.5 03/15/2027 0.73% 110.217 M $ 78430000 2023/09/30 12.629 M $ 12.80 %
2025/09/30 PAGERDUTY INC 1.5 10/15/2028 0.73% 109.535 M $ 111736000 2024/12/31 2.751 M $ 2.56 %
2025/09/30 WAYFAIR INC 3.5 11/15/2028 0.72% 108.139 M $ 52084000 2025/06/30 30.733 M $ 54.00 %
2025/09/30 PACIRA BIOSCIENCES INC 2.125 05/15/2029 0.72% 107.681 M $ 106220000 2025/06/30 3.345 M $ 3.20 %
2025/09/30 VEECO INSTRUMENTS INC 2.875 06/01/2029 0.71% 105.912 M $ 82575000 2024/06/30 19.981 M $ 20.71 %
2025/09/30 COINBASE GLOBAL INC 0.25 04/01/2030 144A 0.71% 105.850 M $ 84176000 2025/03/31 -19.209 M $ -3.82 %
2025/09/30 ENPHASE ENERGY INC 0 03/01/2028 0.70% 105.491 M $ 121632000 2023/12/31 6.067 M $ 6.10 %
2025/09/30 FORTUNA MINING CORP 3.75 06/30/2029 144A 0.70% 104.805 M $ 66743000 2025/06/30 13.409 M $ 21.65 %
2025/09/30 TRAVERE THERAPEUTICS INC 2.25 03/01/2029 0.68% 102.277 M $ 90506000 2023/03/31 16.569 M $ 18.47 %
2025/09/30 STRIDE INC 1.125 09/01/2027 0.68% 101.282 M $ 35792000 2021/09/30 2.428 M $ 1.80 %
2025/09/30 ENOVIS CORP 3.875 10/15/2028 0.67% 100.433 M $ 101748000 2024/12/31 -99.277 K $ -0.10 %
2025/09/30 ANI PHARMACEUTICALS INC 2.25 09/01/2029 144A 0.67% 99.829 M $ 71000000 2025/09/30 0.000 $ 0.00 %
2025/09/30 WEIBO CORP 1.375 12/01/2030 0.65% 97.060 M $ 74926000 2024/12/31 14.522 M $ 16.04 %
2025/09/30 GUARDANT HEALTH INC 0 11/15/2027 0.62% 93.363 M $ 96940000 2023/09/30 5.252 M $ 5.93 %
2025/09/30 EVOLENT HEALTH INC 3.5 12/01/2029 0.62% 92.254 M $ 114600000 2024/12/31 -5.974 M $ -5.60 %
2025/09/30 JAMF HOLDING CORP 0.125 09/01/2026 0.58% 87.336 M $ 90840000 2022/09/30 1.729 M $ 2.00 %
2025/09/30 SPECTRUM BRANDS INC 3.375 06/01/2029 0.58% 86.800 M $ 93200000 2025/06/30 1.988 M $ 2.33 %
2025/09/30 TOPGOLF CALL BRAN CORP 2.75 05/01/2026 0.58% 86.525 M $ 87703000 2021/06/30 1.287 M $ 1.51 %
2025/09/30 AMPHASTAR PHARMACEUTICAL 2 03/15/2029 0.57% 85.168 M $ 93574000 2024/09/30 3.934 M $ 4.89 %
2025/09/30 CONFLUENT INC 0 01/15/2027 0.55% 82.055 M $ 86949000 2022/12/31 1.780 M $ 1.11 %
2025/09/30 IMMUNOCORE HOLDINGS 2.5 02/01/2030 0.54% 81.039 M $ 89336000 2025/03/31 3.506 M $ 4.83 %
2025/09/30 SOLARIS ENERGY INFRASTRU 4.75 05/01/2030 0.54% 80.976 M $ 45169000 2025/06/30 12.150 M $ 33.64 %
2025/09/30 DYNAVAX TECHNOLOGIES 2 03/15/2030 144A 0.54% 80.727 M $ 86598000 2025/03/31 2.063 M $ 2.64 %
2025/09/30 PROS HOLDINGS INC 2.5 07/01/2030 144A 0.54% 80.554 M $ 62350000 2025/06/30 13.093 M $ 19.42 %
2025/09/30 WINNEBAGO INDUSTRIES 3.25 01/15/2030 0.53% 79.905 M $ 88979000 2025/03/31 3.019 M $ 3.90 %
2025/09/30 HALOZYME THERAPEUTICS IN 0.25 03/01/2027 0.52% 77.956 M $ 67930000 2022/12/31 14.995 M $ 15.36 %
2025/09/30 GUARDANT HEALTH INC 1.25 02/15/2031 0.51% 76.115 M $ 58467000 2025/03/31 10.649 M $ 12.04 %
2025/09/30 ENCORE CAPITAL GROUP INC 4 03/15/2029 0.50% 74.638 M $ 74960000 2024/03/31 3.669 M $ 5.44 %
2025/09/30 SOLAR EDGE TECHNOLOGIES 2.25 07/01/2029 0.50% 74.321 M $ 56200000 2025/09/30 0.000 $ 0.00 %
2025/09/30 BLACKLINE INC 1 06/01/2029 0.49% 72.916 M $ 70197000 2025/06/30 -1.533 M $ -1.88 %
2025/09/30 ADVANCED ENERGY IND 2.5 09/15/2028 0.49% 72.819 M $ 52552000 2024/09/30 14.640 M $ 15.83 %
2025/09/30 LYFT INC 0.625 03/01/2029 0.49% 72.755 M $ 56274000 2025/03/31 24.765 M $ 20.51 %
2025/09/30 ENVISTA HOLDINGS CORP 1.75 08/15/2028 0.48% 71.723 M $ 75802000 2024/09/30 1.271 M $ 1.64 %
2025/09/30 WAYFAIR INC 3.25 09/15/2027 0.47% 70.602 M $ 46367000 2025/06/30 8.499 M $ 33.35 %
2025/09/30 CSG SYSTEMS INTERNATIONA 3.875 09/15/2028 0.44% 66.617 M $ 59792000 2024/09/30 -2.066 M $ -1.77 %
2025/09/30 INNOVIVA INC 2.125 03/15/2028 0.44% 65.891 M $ 67396000 2023/03/31 -2.195 M $ -3.21 %
2025/09/30 BLACKBERRY LTD 3 02/15/2029 0.41% 61.594 M $ 41471000 2025/03/31 2.728 M $ 4.92 %
2025/09/30 ETSY INC 0.125 09/01/2027 0.41% 60.893 M $ 66057000 2023/03/31 4.282 M $ 2.98 %
2025/09/30 NIO INC 4.625 10/15/2030 0.40% 59.306 M $ 56282000 2025/06/30 412.300 K $ 64.65 %
2025/09/30 CELCUITY INC 2.75 08/01/2031 0.38% 57.111 M $ 42750000 2025/09/30 0.000 $ 0.00 %
2025/09/30 TANDEM DIABETES CARE INC 1.5 03/15/2029 144A 0.37% 55.789 M $ 63683000 2025/03/31 -8.312 M $ -9.24 %
2025/09/30 FLUOR CORP 1.125 08/15/2029 0.37% 55.152 M $ 46413000 2024/12/31 -5.274 M $ -9.13 %
2025/09/30 WISDOMTREE INC 3.25 08/15/2029 144A 0.33% 50.212 M $ 38409000 2025/09/30 0.000 $ 0.00 %
2025/09/30 RAPID7 INC 1.25 03/15/2029 0.33% 50.145 M $ 56138000 2024/09/30 225.674 K $ 0.45 %
2025/09/30 GRANITE CONSTRUCTION INC 3.75 05/15/2028 0.33% 49.249 M $ 20431000 2024/09/30 12.187 M $ 15.85 %
2025/09/30 CERENCE INC 1.5 07/01/2028 0.32% 47.690 M $ 57225000 2024/09/30 3.445 M $ 7.79 %
2025/09/30 IMPINJ INC 1.125 05/15/2027 0.32% 47.542 M $ 28405000 2022/12/31 43.848 M $ 33.69 %
2025/09/30 Q2 HOLDINGS INC 0.75 06/01/2026 0.31% 46.106 M $ 44817000 2020/06/30 -7.698 M $ -12.66 %
2025/09/30 NIO INC 3.875 10/15/2029 0.30% 44.423 M $ 41532000 2025/06/30 8.281 M $ 49.88 %
2025/09/30 ZIFF DAVIS INC 3.625 03/01/2028 144A 0.29% 44.113 M $ 45586000 2024/09/30 1.392 M $ 3.26 %
2025/09/30 LITHIUM ARGENTINA AG 1.75 01/15/2027 0.28% 42.422 M $ 47355000 2022/12/31 3.294 M $ 8.42 %
2025/09/30 SNAP INC 0.125 03/01/2028 0.27% 40.581 M $ 45400000 2023/03/31 1.009 M $ 3.10 %
2025/09/30 ON SEMICONDUCTOR CORP 0.5 03/01/2029 0.24% 36.247 M $ 39131000 2025/06/30 22.269 K $ 0.03 %
2025/09/30 SAREPTA THERAPEUTICS INC 1.25 09/15/2027 0.24% 35.641 M $ 40510000 2023/09/30 41.555 M $ 19.90 %
2025/09/30 UPWORK INC 0.25 08/15/2026 0.23% 34.116 M $ 35244000 2022/09/30 882.862 K $ 2.66 %
2025/09/30 CORZW CORE SCIENTIFIC INC 27 0.22% 32.536 M $ 2813335 2024/06/30 2.223 M $ 7.29 %