Lind Value II ApS
Net buyer this quarter
$622M
7
+$229M
100.0%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 CHTR | $316M | 50.84% | 0.82% | +137.4% | Q4 2024 |
 OWL | $146M | 23.52% | 243.19% | +9.6% | Q4 2025 |
 INGM | $74.8M | 12.03% | 1.16% | -7.9% | Q2 2025 |
 FLUT | $60.7M | 9.75% | 0.34% | +229.8% | Q1 2026 |
 PYPL | $14M | 2.25% | 0.04% | +17.3% | Q3 2025 |
 INMD | $5.39M | 0.87% | 0.58% | -39.2% | Q2 2025 |
 LESL | $4.61M | 0.74% | 4.86% | Not reported | Q4 2024 |
| Q1 2026 | |||||
| CHTR | $202M | 44.86% | 0.35% | +51.5% | Q4 2024 |
| OWL | $139M | 30.90% | 221.93% | +641.9% | Q4 2025 |
| INGM | $69.1M | 15.32% | 1.26% | +22.4% | Q2 2025 |
| FLUT | $18.4M | 4.07% | 0.10% | New | Q1 2026 |
| PYPL | $12.5M | 2.77% | 0.03% | +78.6% | Q3 2025 |
| INMD | $8.3M | 1.84% | 0.96% | +400.8% | Q2 2025 |
 OPRA | $621K | 0.14% | 0.05% | New | Q1 2026 |
| LESL | $509K | 0.11% | 4.88% | Not reported | Q4 2024 |
| Q4 2025 | |||||
| CHTR | $129M | 41.70% | 0.23% | +180.5% | Q4 2024 |
| INGM | $51.6M | 16.68% | 1.03% | +10.1% | Q2 2025 |
 AVT | $44.3M | 14.32% | 1.13% | +13.8% | Q2 2024 |
 ARW | $42.2M | 13.64% | 0.74% | +11.8% | Q1 2024 |
| OWL | $30.7M | 9.92% | 29.91% | New | Q4 2025 |
| PYPL | $9.01M | 2.91% | 0.02% | +138.9% | Q3 2025 |
| INMD | $1.78M | 0.57% | 0.19% | -31.6% | Q2 2025 |
| LESL | $750K | 0.24% | 4.89% | Not reported | Q4 2024 |
 CVNA | $50.6K | 0.02% | Not reported | New | Q4 2025 |
| Q3 2025 | |||||
| CHTR | $60.6M | 22.89% | 0.08% | Not reported | Q4 2024 |
| INGM | $47.2M | 17.83% | 0.94% | +83.3% | Q2 2025 |
| AVT | $42.4M | 15.98% | 0.97% | -2.9% | Q2 2024 |
| ARW | $41.5M | 15.66% | 0.67% | +12.5% | Q1 2024 |
 SNX | $37.5M | 14.15% | 0.28% | -56.2% | Q1 2024 |
 NVO | $16.6M | 6.26% | Not reported | +255.2% | Q1 2025 |
 DBRG | $9.09M | 3.43% | 0.43% | -40.8% | Q1 2025 |
| PYPL | $4.33M | 1.64% | 0.01% | New | Q3 2025 |
| INMD | $2.64M | 1.00% | 0.25% | -35.0% | Q2 2025 |
| LESL | $2.5M | 0.94% | 4.90% | 0.0% | Q4 2024 |
 LULU | $571K | 0.22% | 0.00% | New | Q3 2025 |