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Lind Value II ApS

Portfolio Manager
Lind Value II ApS
Performance
+6.47% (2026 Q1)
AUM (13F)
$450.83M
# of Holdings
8
Performance Rank
Allocation (Top 20)
100.01%

Lind Value II ApS Holdings Map

Top 8 Lind Value II ApS Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
CHTR
CHARTER COMMUNICATIONS INC
44.86%936.8K$202.2M
+51.49%(+318.38K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 220.4K shares2025-Q4: 618.4K shares2026-Q1: 936.8K shares
$255.15(-46.23%)
2026-03-31
OWL
BLUE OWL CAPITAL INC
30.9%15.26M$139.3M
+641.93%(+13.20M)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 2.06M shares2026-Q1: 15.26M shares
$12.56(-28.03%)
2026-03-31
INGM
INGRAM MICRO HLDG CORP
15.32%2.96M$69.1M
+22.44%(+542.83K)
2025-Q1: 0 shares2025-Q2: 1.20M shares2025-Q3: 2.20M shares2025-Q4: 2.42M shares2026-Q1: 2.96M shares
$20.67(+24.11%)
2026-03-31
FLUT
FLUTTER ENTMT PLC
4.07%180.0K$18.4Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 180.0K shares
$158.49(-33.10%)
2026-03-31
PYPL
PAYPAL HLDGS INC
2.77%275.7K$12.5M
+78.59%(+121.34K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 64.6K shares2025-Q4: 154.4K shares2026-Q1: 275.7K shares
$59.78(-23.94%)
2026-03-31
INMD
INMODE LTD
1.84%606.4K$8.3M
+400.77%(+485.31K)
2025-Q1: 0 shares2025-Q2: 272.2K shares2025-Q3: 176.9K shares2025-Q4: 121.1K shares2026-Q1: 606.4K shares
$14.56(+1.64%)
2026-03-31
OPRA
OPERA LTD
0.14%43.5K$621Knew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 43.5K shares
$14.21(+40.04%)
2026-03-31
LESL
LESLIES INC
0.11%454.6K$509K
+0.00%(+0)
2025-Q1: 9.09M shares2025-Q2: 9.09M shares2025-Q3: 454.6K shares2025-Q4: 454.6K shares2026-Q1: 454.6K shares
$41.92(-79.34%)
2026-03-31

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