Lind Value II ApS 13F Holdings

CIK 0001891185 · AARHUS C, G7

As of Sep 30, 2025, Lind Value II ApS reported 11 positions worth $265.0M in its SEC Form 13F filing.

Top 11 holdings

SecurityTickerSectorSharesValue% of portfolio
CHARTER COMMUNICATIONS INCCHTRCommunication Services220,445$60.6M22.89%
INGRAM MICRO HOLDING CORPINGMTechnology2,198,567$47.2M17.83%
AVNET INCAVTTechnology810,073$42.4M15.98%
ARROW ELECTRONICS INCARWTechnology342,942$41.5M15.66%
TD SYNNEX CORPSNXTechnology228,992$37.5M14.15%
NOVO NORDISK A SNVOHealthcare299,144 6.6M6.26%
DIGITALBRIDGE GROUP INCDBRGReal Estate776,742$9.1M3.43%
PAYPAL HOLDINGS INCPYPLFinancial Services64,612$4.3M1.64%
INMODE LTDINMDHealthcare176,940$2.6M1.00%
LESLIES INCLESLConsumer Cyclical454,620$2.5M0.94%
LULULEMON ATHLETICA INCLULUConsumer Cyclical3,210$571.2K0.22%