13F Filings History of Lind Value II ApS

13F snapshot Latest parsed holdings, value, and filing-period context. 1 signal
Form 13F summary
  • Lind Value II ApS Form 13F history summarizes parsed U.S.-listed equity disclosures for this manager.
  • Form 13F is generally due within 45 days after each calendar quarter ends.
  • Lind Value II ApS reported 8 equity holdings with a total reported market value of $450,827,755 for Q1 2026. Top reported holdings included CHTR, OWL, INGM, FLUT, and PYPL.
Manager Names, identifiers, and filing context for this profile. 2 identity fields
Manager signature
Nicolai Simonsen - Finance Manager
Manager location
Aarhus C, Denmark

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Holdings Value

Form 13F evidence

Quarterly portfolio filings

SEC-reported 13F quarters for this filer, ordered by the latest accepted filing.

Latest quarter
Q1 2026
Latest value
$450,827,755
Quarter delta
+$141,243,515
Accepted
11 May 2026, 06:26
Rows shown
1-9 of 9
Quarter Holdings SEC-reported value Bought Sold Net Top Holdings Form Type Accepted by SEC
Q1 2026 8 $450,827,755 +$233,009,598 -$86,600,052 +$146,409,546 CHTR, OWL, INGM, FLUT, PYPL 13F-HR 11 May 2026, 06:26
Q4 2025 9 $309,584,240 +$133,614,239 -$64,576,369 +$69,037,870 CHTR, INGM, AVT, ARW, OWL 13F-HR 09 Feb 2026, 06:52
Q3 2025 11 $264,964,999 +$106,048,087 -$82,131,454 +$23,916,633 CHTR, INGM, AVT, ARW, SNX 13F-HR 15 Oct 2025, 08:41
Q2 2025 10 $227,461,803 +$42,380,845 -$79,660,748 -$37,279,903 SNX, AVT, ARW, INGM, M 13F-HR 05 Aug 2025, 08:54
Q1 2025 9 $225,479,479 +$57,391,163 -$30,881,232 +$26,509,931 SNX, ARW, AVT, DBRG, M 13F-HR 08 Apr 2025, 08:07
Q4 2024 7 $225,308,217 +$55,353,296 -$49,770,587 +$5,582,709 ARW, SNX, AVT, LESL, CHTR 13F-HR 14 Jan 2025, 08:19
Q3 2024 4 $233,022,203 +$35,817,572 -$67,333,142 -$31,515,570 SNX, ARW, AVT, ALV 13F-HR 04 Oct 2024, 08:15
Q2 2024 4 $250,825,219 +$112,346,290 -$3,412,147 +$108,934,143 SNX, ARW, AVT, YUMC 13F-HR 24 Jul 2024, 06:54
Q1 2024 2 $144,806,888 $0 $0 $0 SNX, ARW 13F-HR 23 May 2024, 08:18
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