Asset Manager
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Linden Rose Investment LLC
5414 LINDEN ROSE LANE, SUGAR LAND, TX 77479 • 9738417158
Market Value
$129M
+68.9%
Holdings
8
-2
New Purchases
2
Added To
2
Closed
0
Reduced
4
Top 10 Concentration
100.0%
Turnover
25.0%
Top Buys (by % of Portfolio)
Sector Allocation Over Time
Industry Breakdown
| Industry | Weight |
|---|---|
| Technology | 79.7% |
| Communication Services | 19.7% |
| Financial Services | 0.6% |
| Consumer Cyclical | 0.0% |
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mega Cap | 6 | $89M | 69.5% |
| Large Cap | 1 | $764K | 0.6% |
| Mid Cap | 1 | $39M | 29.9% |
Portfolio Analytics
Avg Market Cap
$1.7T
Median Market Cap
$734.3B
Avg P/E
33.5
Median P/E
25.5
Avg Dividend Yield
0.00%
Avg Beta
3.35
# Stocks
6
# ETFs / Funds
2
Top Holdings (8 total)
| # | Symbol | % Port | Shares | Value | Avg Price | Q/Q Value Chg | Share Chg | Chg % | Status |
|---|---|---|---|---|---|---|---|---|---|
| 1 | DRAM | 29.93% | 521,570 | $39M | $73.85 | — | +521,570 | — | NEW |
| 2 | NVDA | 22.60% | 145,365 | $29M | $200.09 | -$12M | -92,351 | -38.9% | |
| 3 | MU | 22.40% | 24,981 | $29M | $1,154.31 | $23M | +7,014 | +39.0% | |
| 4 | TSM | 13.63% | 36,732 | $18M | $477.57 | $5M | -507 | -1.4% | |
| 5 | GOOGL | 7.88% | 28,379 | $10M | $357.36 | -$5M | -23,251 | -45.0% | |
| 6 | SNDK | 2.17% | 1,228 | $3M | $2,273.73 | $2M | +28 | +2.3% | |
| 7 | MRVL | 0.80% | 3,452 | $1M | $297.89 | — | +3,452 | — | NEW |
| 8 | EWY | 0.59% | 3,782 | $764K | $201.91 | $288K | -84 | -2.2% |