# Linse Capital LLC

> Institutional holdings reported to the SEC as of Q3 2024 on Form 13F. CIK 1849040. Source: https://holderbook.com/funds/1849040-linse-capital-llc/

- Reported value: $24.6B
- Positions: 1
- Weight of the ten largest: 100.0%
- Filed: 2024-10-23

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| VALENS SEMICONDUCTOR LTD | [VLN](https://holderbook.com/stocks/VLN/) | $24.6B | 11,190,619 | 100.0% | 11 |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q3 2024 | $24.6B | 1 |
| Q2 2024 | $35.7M | 1 |
| Q1 2024 | $26.3B | 1 |
| Q4 2023 | $40.1B | 2 |
| Q3 2023 | $56.6M | 2 |
| Q2 2023 | $165.0M | 2 |
| Q4 2022 | $296.4M | 2 |
| Q3 2022 | $538.4M | 2 |
| Q2 2022 | $610.5M | 2 |
| Q1 2022 | $1.0B | 2 |
| Q4 2021 | $1.1B | 2 |