Linden Rose Investment LLC Concentrated Active

CIK: 0001833819 · Show all filings

Period: Q4 2025 (← Previous)

Filing Date: Feb 9, 2026

Total Value ($000): $120,345 (100.0% shares, 0.0% debt)

Holdings (7)

New Positions (4)

NVDA NVIDIA CORPORATION 41.5%

Value ($000) $49,947 Shares 267,814 Est. Cost $186.13 Unrealized 0.0%

TSM TAIWAN SEMICONDUCTOR MFG LTD 2.9%

Value ($000) $3,501 Shares 11,522 Est. Cost $303.89 Unrealized —

META META PLATFORM INC 1.8%

Value ($000) $2,184 Shares 3,308 Est. Cost $667.32 Unrealized 0.0%

MSFT MICROSOFT CORP 0.3%

Value ($000) $326 Shares 673 Est. Cost $500.58 Unrealized 0.0%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
NVDA	NVIDIA CORPORATION	267,814	$49,947	41.5%	$186.13	0.0%	COM	67066G104
TSM	TAIWAN SEMICONDUCTOR MFG LTD	11,522	$3,501	2.9%	$303.89	—	SPONSORED ADS	874039100
META	META PLATFORM INC	3,308	$2,184	1.8%	$667.32	0.0%	CL A	30303M102
MSFT	MICROSOFT CORP	673	$326	0.3%	$500.58	0.0%	COM	594918104

Increased Positions (1)

AMZN AMAZON COM INC 21.3%

Value ($000) $25,583 (+309027.6%) Shares 110,837 (+12.5%) Est. Cost $138.54 Unrealized +65.1%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
AMZN	AMAZON COM INC	110,837 (+12.5%)	$25,583 (+309027.6%)	21.3%	$138.54	+65.1%	COM	023135106

Exited Positions (1)

BRK/B BERKSHIRE HATHAWAY INC DEL 0.0%

Value ($000) $2 Shares 7,123 Est. Cost $286.33 Unrealized +73.8%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
BRK/B	BERKSHIRE HATHAWAY INC DEL	7,123	$2	0.0%	$286.33	+73.8%	—	084670702

Decreased Positions (2)

AAPL APPLE INC 21.8%

Value ($000) $26,246 (+164222.0%) Shares 96,541 (-21.5%) Est. Cost $148.34 Unrealized +80.9%

GOOGL ALPHABET INC 10.4%

Value ($000) $12,558 (+116391.8%) Shares 40,121 (-67.2%) Est. Cost $111.50 Unrealized +156.1%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
AAPL	APPLE INC	96,541 (-21.5%)	$26,246 (+164222.0%)	21.8%	$148.34	+80.9%	COM	037833100
GOOGL	ALPHABET INC	40,121 (-67.2%)	$12,558 (+116391.8%)	10.4%	$111.50	+156.1%	CAP STK CL A	02079K305