Linden Rose Investment

Latest statistics and disclosures from Linden Rose Investment's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are AAPL, GOOGL, AMZN, BRK.B, and represent 100.00% of Linden Rose Investment's stock portfolio.
  • Reduced shares in these 4 stocks: AAPL, GOOGL, AMZN, BRK.B.
  • Linden Rose Investment was a net seller of stock by $-2.3M.
  • Linden Rose Investment has $37M in assets under management (AUM), dropping by -15.85%.
  • Central Index Key (CIK): 0001833819

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Positions held by Linden Rose Investment consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Linden Rose Investment

Linden Rose Investment holds 4 positions in its portfolio as reported in the December 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 42.9 $16M -4% 123k 129.93
Alphabet Cap Stk Cl A (GOOGL) 29.0 $11M -5% 122k 88.23
Amazon (AMZN) 22.2 $8.3M -5% 99k 84.00
Berkshire Hathaway Inc Del Cl B New (BRK.B) 5.9 $2.2M -15% 7.1k 308.86

Past Filings by Linden Rose Investment

SEC 13F filings are viewable for Linden Rose Investment going back to 2020