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Lind Value II ApS · 13F Holdings
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Lind Value II ApS

No.3712 Data as of 2026Q2
Latest AUM (Q2 2026)
$622.0M
QoQ Change Q1 2026
+$171.2M+38.0%
Holdings
7
New Buys
0
Adds
4
Reduces
2
Exits
1
Unchanged
1
Holdings Value Trend
Holdings by Sector
Stock Ownership TrendPortfolio %Prev Q %Q2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
CHARTER COMMUNICATIONSCHTR
50.84%44.86%$316.3M2.2M$202.2M936,751+1.3M+137.41%Add
BBLUE OWL CAPITAL INCOWL
23.52%30.9%$146.3M16.7M$139.3M15.3M+1.5M+9.58%Add
IINGRAM MICRO HLDG CORP COMINGM
12.03%15.32%$74.8M2.7M$69.1M3.0M-233,873-7.89%Reduce
FLUTTER ENTMT PLCFLUT
9.75%4.07%$60.7M593,676$18.4M180,000+413,676+229.82%Add
PAYPAL HLDGS INC COMPYPL
2.25%2.77%$14.0M323,471$12.5M275,722+47,749+17.32%Add
INMODE LTDINMD
0.87%1.84%$5.4M368,887$8.3M606,403-237,516-39.17%Reduce
LLESLIES INC COMLESL
0.74%0.11%$4.6M454,620$509,174454,62000.00%Unchanged

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow