Lind Value II ApS - Stock Holdings in 13F Filings (SEC)

Updated on March 15, 2026.

Based on 13F Filings filed with the SEC on February 9, 2026, for the 2025 Q4 period, Lind Value II ApS held in its portfolio 9 assets valued at $309,584,240 (i.e. $309.58M).

The most valuable assets in the portfolio included: CHARTER COMMUNICATIONS INC N ($129.09M), INGRAM MICRO HLDG CORP ($51.63M), and AVNET INC ($44.32M).

The chart below shows the top 9 valuable assets, and the table below shows the top 9 valuable assets.

You can see similar for other investment managers.

Related Topics: SEC Topic List.

Data Source: SEC.

Top Valuable Stocks in Lind Value II ApS Portfolio

CHARTER COMMUNICATIONS INC N

INGRAM MICRO HLDG CORP

AVNET INC

ARROW ELECTRS INC

BLUE OWL CAPITAL INC

PAYPAL HLDGS INC

INMODE LTD

LESLIES INC

CARVANA CO

Lind Value II ApS - Stock Holdings in 13F Filings (SEC)

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Name of Issuer	No. of Shares	Value ($)	Class
CHARTER COMMUNICATIONS INC N	618373	129085364	CL A
INGRAM MICRO HLDG CORP	2419546	51633112	COM
AVNET INC	921812	44320721	COM
ARROW ELECTRS INC	383270	42228689	COM
BLUE OWL CAPITAL INC	2056475	30723737	COM CL A
PAYPAL HLDGS INC	154385	9012996	COM
INMODE LTD	121093	1778856	SHS
LESLIES INC	454620	750123	COM
CARVANA CO	120	50642	CL A