Institutional Fund
Lind Value II Aps
Aarhus C, DenmarkCIK 18911855 filings on record
Portfolio Value
$450.83M
Q1 2026
Holdings
8
Reported positions
New Buys
2
Opened this quarter
QoQ Change
+45.6%
from $309.58M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Charter Communications Inc N44.9%
- Blue Owl Capital Inc30.9%
- Ingram Micro Hldg Corp15.3%
- Flutter Entmt PLC4.1%
- Paypal Hldgs Inc2.8%
- Inmode Ltd1.8%
Portfolio Holdings
8 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Charter Communications Inc N | 936.8K | $202.23M | 44.9% | +318.4K | Added |
| 2 | Blue Owl Capital Inc | 15.26M | $139.30M | 30.9% | +13.20M | Added |
| 3 | Ingram Micro Hldg Corp | 2.96M | $69.05M | 15.3% | +542.8K | Added |
| 4 | Flutter Entmt PLC | 180.0K | $18.35M | 4.1% | +180.0K | New |
| 5 | Paypal Hldgs Inc | 275.7K | $12.47M | 2.8% | +121.3K | Added |
| 6 | Inmode Ltd | 606.4K | $8.30M | 1.8% | +485.3K | Added |
| 7 | Opera Ltd | 43.5K | $620.8K | 0.1% | +43.5K | New |
| 8 | Leslies Inc | 454.6K | $509.2K | 0.1% | 0 | Held |