Lind Value II ApS 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
LV Lind Value II ApS | Institutional Filer | ▲ 45.62% | $450.8M | 8 |
Current Portfolio Holdings
Showing all 8 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | CHTR | Charter Communications, Inc. | Communication Services | 937K | $202.2M | 44.86% |
| 2 | OWL | Blue Owl Capital Inc. | Financial Services | 15.3M | $139.3M | 30.90% |
| 3 | INGM | Ingram Micro Holding Corporation | Technology | 3.0M | $69.1M | 15.32% |
| 4 | FLUT | Flutter Entertainment plc | Consumer Cyclical | 180K | $18.4M | 4.07% |
| 5 | PYPL | PayPal Holdings, Inc. | Financial Services | 276K | $12.5M | 2.77% |
| 6 | INMD | InMode Ltd. | Healthcare | 606K | $8.3M | 1.84% |
| 7 | OPRA | Opera Limited | Communication Services | 44K | $621K | 0.14% |
| 8 | LESL | Leslie's, Inc. | Consumer Cyclical | 455K | $509K | 0.11% |
Showing 1 to 8 of 8 holdings