Lind Value II ApS Q3 2025 Filing
Filed October 15, 2025
Portfolio Value
$265.0B
Holdings
11
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (11 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | CHTRCHARTER COMMUNICATIONS INC N | 220,445 | $60.6B | 22.89% | |
| 2 | INGMIngram Micro Holding Corp | 2,198,567 | $47.2B | 17.83% | |
| 3 | AVTAVNET INC | 810,073 | $42.4B | 15.98% | |
| 4 | ARWARROW ELECTRS INC | 342,942 | $41.5B | 15.66% | |
| 5 | SUXTD SYNNEX CORP | 228,992 | $37.5B | 14.15% | |
| 6 | NVONOVO-NORDISK A/S-SPONS ADR | 299,144 | $16.6B | 6.26% | |
| 7 | DBRGDIGITALBRIDGE GROUP INC | 776,742 | $9.1B | 3.43% | |
| 8 | PYPLPAYPAL HOLDINGS INC | 64,612 | $4.3B | 1.64% | |
| 9 | INMDINMODE LTD | 176,940 | $2.6B | 1.00% | |
| 10 | LESLLESLIE'S INC | 454,620 | $2.5B | 0.94% | |
| 11 | LULULULULEMON ATHLETICA INC | 3,210 | $571.2M | 0.22% |