Lind Value II ApS
Latest statistics and disclosures from Lind Value II ApS's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SNX, ARW, AVT, YUMC, and represent 100.00% of Lind Value II ApS's stock portfolio.
- Added to shares of these 3 stocks: AVT (+$62M), YUMC (+$40M), ARW (+$9.7M).
- Started 2 new stock positions in AVT, YUMC.
- Reduced shares in these 1 stock: SNX.
- Lind Value II ApS was a net buyer of stock by $109M.
- Lind Value II ApS has $251M in assets under management (AUM), dropping by 73.21%.
- Central Index Key (CIK): 0001891185
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Portfolio Holdings for Lind Value II ApS
Lind Value II ApS holds 4 positions in its portfolio as reported in the June 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| SYNNEX Corporation (SNX) | 30.3 | $76M | -4% | 659k | 115.40 |
|
| Arrow Electronics (ARW) | 28.8 | $72M | +15% | 598k | 120.76 |
|
| Avnet (AVT) | 24.9 | $62M | NEW | 1.2M | 51.49 |
|
| Yum China Holdings (YUMC) | 16.0 | $40M | NEW | 1.3M | 30.84 |
|
Past Filings by Lind Value II ApS
SEC 13F filings are viewable for Lind Value II ApS going back to 2024
- Lind Value II ApS 2024 Q2 filed July 24, 2024
- Lind Value II ApS 2024 Q1 filed May 23, 2024