Lind Value II ApS

Latest statistics and disclosures from Lind Value II ApS's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are CHTR, OWL, INGM, FLUT, PYPL, and represent 97.91% of Lind Value II ApS's stock portfolio.
  • Added to shares of these 7 stocks: OWL (+$121M), CHTR (+$69M), FLUT (+$18M), INGM (+$13M), INMD (+$6.6M), PYPL (+$5.5M), OPRA.
  • Started 2 new stock positions in OPRA, FLUT.
  • Reduced shares in these 3 stocks: AVT (-$44M), ARW (-$42M), CVNA.
  • Sold out of its positions in ARW, AVT, CVNA.
  • Lind Value II ApS was a net buyer of stock by $146M.
  • Lind Value II ApS has $451M in assets under management (AUM), dropping by 45.62%.
  • Central Index Key (CIK): 0001891185

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Portfolio Holdings for Lind Value II ApS

Lind Value II ApS holds 8 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Charter Communications Cl A (CHTR) 44.9 $202M +51% 937k 215.88
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Blue Owl Capital Com Cl A (OWL) 30.9 $139M +641% 15M 9.13
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Ingram Micro Hldg Corp (INGM) 15.3 $69M +22% 3.0M 23.31
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Flutter Entmt SHS (FLUT) 4.1 $18M NEW 180k 101.95
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Paypal Holdings (PYPL) 2.8 $13M +78% 276k 45.23
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Inmode SHS (INMD) 1.8 $8.3M +400% 606k 13.68
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Opera Sponsored Ads (OPRA) 0.1 $621k NEW 44k 14.26
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Leslies (LESL) 0.1 $509k 455k 1.12
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Past Filings by Lind Value II ApS

SEC 13F filings are viewable for Lind Value II ApS going back to 2024