The Analysis of Lind Value II ApS's Holdings


Currently, Lind Value II ApS holds 9 types of securities in its portfolio with a total value $309.6M. In the most recent quarter, they have increased their positions in CHTR (+397.9K shares, valued at $83.1M), OWL (+2.1M shares, valued at $30.7M), AVT (+111.7K shares, valued at $5.4M); decreased their positions in INMD (-55.8K shares, valued at $820.4K); initiated new positions in OWL (+2.1M shares, valued at $30.7M), CVNA (+120 shares, valued at $50.6K).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
CHTR CHARTER COMMUNICATIONS INC N618.4K shares180.51%2025-12-312026-02-09history
INGM INGRAM MICRO HLDG CORP2.4M shares10.05%2025-12-312026-02-09history
AVT AVNET INC921.8K shares13.79%2025-12-312026-02-09history
ARW ARROW ELECTRS INC383.3K shares11.76%2025-12-312026-02-09history
OWL BLUE OWL CAPITAL INC2.1M sharesnew addition2025-12-312026-02-09history
PYPL PAYPAL HLDGS INC154.4K shares138.94%2025-12-312026-02-09history
INMD INMODE LTD121.1K shares-31.56%2025-12-312026-02-09history
LESLIES INC LESLIES INC454.6K shares0.00%2025-12-312026-02-09history
Sponsored
CVNA CARVANA CO120 sharesnew addition2025-12-312026-02-09history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available