Linden Rose Investment LLC Portfolio Holdings

Linden Rose Investment LLC

  • $37.2 Million
  • Q4 2022

Linden Rose Investment LLC has filed its 13F form on January 24, 2023 for Q4 2022 where it was disclosed a total value porftolio of $37.2 Million distributed in 4 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $16M, Alphabet Inc. with a value of $10.8M, Amazon Com Inc with a value of $8.28M, and Berkshire Hathaway Inc Class B with a value of $2.2M.

Examining the 13F form we can see an decrease of $7.01M in the current position value, from $44.2M to 37.2M.

Below you can find more details about Linden Rose Investment LLC portfolio as well as his latest detailed transactions.

Portfolio value $37.2 Million
Technology: $16 Million
Communication Services: $10.8 Million
Consumer Cyclical: $8.28 Million
Financial Services: $2.2 Million

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.58T
$16 Million 42.9% of portfolio
122,929
Q4 2022 Reduced 4.99%
$1.01T
$10.8 Million 28.96% of portfolio
122,176
Q4 2022 Reduced 5.53%
$2.11T
$8.28 Million 22.23% of portfolio
98,522
Q4 2022 Reduced 5.16%
$579B
$2.2 Million 5.91% of portfolio
7,123
Q4 2022 Reduced 15.57%

Summary

  • Portfolio
  • No. of Stocks 4
  • Current Value $37.2 Million
  • Prior Value $44.2 Million
  • Filing
  • Period Q4 2022
  • Filing Date January 24, 2023
  • Form Type 13F-HR
  • Activity in Q4 2022
  • New Purchases 0 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 4 stocks
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