Lind Value II ApS
Top Portfolio Positions
7 positions ·
$450,318,580 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| CHTR |
Charter Communications, Inc. /Mo/
Communication Services
|
936,751 | $202,225,805 | 44.91% |
| OWL |
Blue Owl Capital Inc.
Financial Services
|
15,257,548 | $139,301,413 | 30.93% |
| INGM |
Ingram Micro Holding Corp
Technology
|
2,962,379 | $69,053,054 | 15.33% |
| FLUT |
Flutter Entertainment plc
Consumer Cyclical
|
180,000 | $18,351,000 | 4.08% |
| PYPL |
PayPal Holdings, Inc.
Financial Services
|
275,722 | $12,470,906 | 2.77% |
| INMD |
InMode Ltd.
Healthcare
|
606,403 | $8,295,593 | 1.84% |
| OPRA |
Opera Ltd
Communication Services
|
43,535 | $620,809 | 0.14% |
Portfolio Trend
Holdings in FLUT
1 of 1 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $18,351,000 | 180,000 | Shares | Sole | 2026-05-11 | |
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