The Analysis of Lind Value II ApS's Holdings


Currently, Lind Value II ApS holds 11 types of securities in its portfolio with a total value $265.0M. In the most recent quarter, they have increased their positions in CHTR (+220.4K shares, valued at $60.6M), INGM (+999.2K shares, valued at $21.5M), NVO (+214.9K shares, valued at $11.9M); decreased their positions in SNX (-294.2K shares, valued at $48.2M), DBRG (-536.3K shares, valued at $6.3M), INMD (-95.2K shares, valued at $1.4M); initiated new positions in CHTR (+220.4K shares, valued at $60.6M), PYPL (+64.6K shares, valued at $4.3M), LESL (+454.6K shares, valued at $2.5M).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
CHTR CHARTER COMMUNICATIONS INC N220.4K sharesnew addition2025-09-302025-10-15history
INGM Ingram Micro Holding Corp2.2M shares83.31%2025-09-302025-10-15history
AVT AVNET INC810.1K shares-2.86%2025-09-302025-10-15history
ARW ARROW ELECTRS INC342.9K shares12.47%2025-09-302025-10-15history
SNX TD SYNNEX CORP229.0K shares-56.23%2025-09-302025-10-15history
NVO NOVO-NORDISK A/S-SPONS ADR299.1K shares255.17%2025-09-302025-10-15history
DBRG DIGITALBRIDGE GROUP INC776.7K shares-40.84%2025-09-302025-10-15history
PYPL PAYPAL HOLDINGS INC64.6K sharesnew addition2025-09-302025-10-15history
Sponsored
INMD INMODE LTD176.9K shares-34.99%2025-09-302025-10-15history
LESL LESLIE'S INC454.6K sharesnew addition2025-09-302025-10-15history
LULU LULULEMON ATHLETICA INC3.2K sharesnew addition2025-09-302025-10-15history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available