Lind Value II ApS

In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 23, 2024), Lind Value II ApS reported 2 stock positions worth $144.8 million. Its top holding was TD Synnex (SNX) at 53.8% of the portfolio, followed by Arrow Electronics (ARW, 46.2%).

Most Recent 13F
Q2 2026
Location
AARHUS C, G7
CIK
0001891185
Portfolio Value
$144.8M (Q1 2024)
SEC Filing
0001891185-24-000003 ↗ filed May 23, 2024

Holdings Value

0$200.0M$400.0M$600.0M$800.0M Q1 2024: $144.8M $144.8M Q1 2024 Q2 2024: $250.8M Q2 2024 Q3 2024: $233.0M Q3 2024 Q4 2024: $225.3M Q4 2024 Q1 2025: $225.5M Q1 2025 Q2 2025: $227.5M Q2 2025 Q3 2025: $265.0M Q3 2025 Q4 2025: $309.6M Q4 2025 Q1 2026: $450.8M Q1 2026 Q2 2026: $622.0M Q2 2026

Holdings 2 stocks · $144.8M
SNX TD Synnex Corp. 53.77% 688,398 $77.9M —
ARW Arrow Electronics Inc. 46.23% 517,141 $66.9M —

Portfolio Sells Q1 2024

No earlier filing to compare with.

Portfolio Buys Q1 2024

No earlier filing to compare with.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 7$622.0MCHTR, OWL, INGM, FLUT, PYPL
Q1 2026 8$450.8MCHTR, OWL, INGM, FLUT, PYPL
Q4 2025 9$309.6MCHTR, INGM, AVT, ARW, OWL
Q3 2025 11$265.0MCHTR, INGM, AVT, ARW, SNX
Q2 2025 10$227.5MSNX, AVT, ARW, INGM, M
Q1 2025 9$225.5MSNX, ARW, AVT, DBRG, M
Q4 2024 7$225.3MARW, SNX, AVT, LESLIES INC, CHTR
Q3 2024 4$233.0MSNX, ARW, AVT, ALV
Q2 2024 4$250.8MSNX, ARW, AVT, YUMC
Q1 2024 2$144.8MSNX, ARW