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Night Owl Capital Management’s Linde LIN Stock Holding History

Night Owl 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
Q1 		$25.8M Buy
51,966
+322
+0.6% +$152K 3% 14
2025
Q4 		$22M Buy
51,644
+556
+1% +$238K 2.41% 17
2025
Q3 		$24.3M Buy
51,088
+424
+0.8% +$201K 2.65% 16
2025
Q2 		$23.8M Buy
50,664
+1,469
+3% +$671K 2.75% 15
2025
Q1 		$22.9M Buy
49,195
+1,474
+3% +$664K 2.86% 19
2024
Q4 		$20M Buy
47,721
+1,685
+4% +$768K 2.58% 19
2024
Q3 		$22M Buy
46,036
+1,438
+3% +$656K 3% 18
2024
Q2 		$19.6M Sell
44,598
-439
-1% -$193K 2.93% 17
2024
Q1 		$20.9M Buy
+45,037
New +$19.5M 3.17% 15

Other funds holding LIN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Night Owl Capital Management's LIN Position: Q1 2026 in Review

Night Owl Capital Management increased its Linde (LIN) stake by 0.62% in Q1 2026, buying an estimated $152K and bringing the position to 51,966 shares worth $25.8M. The position accounts for 3% of the portfolio, ranked #14.

Night Owl Capital Management first reported a position in LIN in Q1 2024 and has held it in 9 quarters since. 2,275 funds tracked by Wall St. Rank hold LIN as of Q1 2026.

  • Night Owl Capital Management held 51,966 shares of Linde worth $25.8M as of Q1 2026.
  • Night Owl Capital Management bought 322 Linde shares in Q1 2026, an estimated $152K.
  • Linde made up 3% of Night Owl Capital Management's portfolio in Q1 2026, its #14 holding.
  • Night Owl Capital Management first reported a position in Linde in Q1 2024 and has held it in 9 quarters since.
  • 2,275 funds tracked by Wall St. Rank held Linde as of Q1 2026.

Based on Night Owl Capital Management's 13F filing for Q1 2026, filed 15 May 2026.