Lind Value II ApS
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed July 24, 2024), Lind Value II ApS reported 4 stock positions worth $250.8 million. Its top holding was TD Synnex (SNX) at 30.3% of the portfolio, followed by Arrow Electronics (ARW, 28.8%) and Avnet (AVT, 24.9%). Compared with Q1 2024, it opened 2 new positions, added to 1 and reduced 1. The biggest buy was a new position in Avnet (AVT) and the biggest sale TD Synnex (SNX, shares −4%).
- Most Recent 13F
- Q2 2026
- Location
- AARHUS C, G7
- CIK
- 0001891185
- Portfolio Value
- $250.8M (Q2 2024)
- SEC Filing
- 0001891185-24-000004 ↗ filed Jul 24, 2024
Holdings Value
Holdings 4 stocks · $250.8M
Portfolio Sells Q1 2024 → Q2 2024
| SNX TD Synnex Corp. | Reduce -4.3% | 30.31% | −23.46 |
Portfolio Buys Q1 2024 → Q2 2024
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 7 | $622.0M | CHTR, OWL, INGM, FLUT, PYPL |
| Q1 2026 | 8 | $450.8M | CHTR, OWL, INGM, FLUT, PYPL |
| Q4 2025 | 9 | $309.6M | CHTR, INGM, AVT, ARW, OWL |
| Q3 2025 | 11 | $265.0M | CHTR, INGM, AVT, ARW, SNX |
| Q2 2025 | 10 | $227.5M | SNX, AVT, ARW, INGM, M |
| Q1 2025 | 9 | $225.5M | SNX, ARW, AVT, DBRG, M |
| Q4 2024 | 7 | $225.3M | ARW, SNX, AVT, LESLIES INC, CHTR |
| Q3 2024 | 4 | $233.0M | SNX, ARW, AVT, ALV |
| Q2 2024 | 4 | $250.8M | SNX, ARW, AVT, YUMC |
| Q1 2024 | 2 | $144.8M | SNX, ARW |