Agave Capital Management’s Linde LIN Stock Holding History

Agave Capital Management’s Portfolio LIN Stock Details LIN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-70,000	Closed	-$34.7M	–	16
2026 Q1	$34.7M	Buy	70,000 +12,000	+21%	+$5.66M	5.58%	5
2025 Q4	$24.8M	Buy	+58,000	New	+$24.8M	4.15%	8

Other funds holding LIN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Agave Capital Management's LIN Position: Q2 2026 in Review

Agave Capital Management sold out of Linde (LIN) in Q2 2026, closing a stake of 70,000 shares — an estimated $34.7M sold.

Agave Capital Management first reported a position in LIN in Q4 2025 and held it in 2 quarters. The position peaked at $34.7M in Q1 2026. 2,350 funds tracked by Wall St. Rank hold LIN as of Q2 2026.

Agave Capital Management reported no remaining Linde position as of Q2 2026 after selling out during the quarter.
Agave Capital Management sold 70,000 Linde shares in Q2 2026, an estimated $34.7M.
Agave Capital Management first reported a position in Linde in Q4 2025 and held it in 2 quarters.
Agave Capital Management's Linde position peaked at $34.7M in Q1 2026.
2,350 funds tracked by Wall St. Rank held Linde as of Q2 2026.

Based on Agave Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.