§ 13F · FUND PROFILE
QVIDTVM Management LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $93M (13F)Positions · 8Turnover · — · Q1Filed · May 15, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$7M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | BIO | BIO RAD LABS INC | 84K | $23M | 28.7% | ±0% |
| 2 | SOLV | SOLVENTUM CORP | 266K | $17M | 21.3% | −9% |
| 3 | AMRZ | AMRIZE LTD | 217K | $12M | 15.0% | ±0% |
| 4 | NBIS | NEBIUS GROUP N.V. | 61K | $6M | 7.7% | +75% |
| 5 | ORCL | ORACLE CORP | 39K | $6M | 7.0% | NEW |
| 6 | ZGN | ERMENEGILDO ZEGNA N V | 526K | $5M | 6.7% | +11% |
| 7 | XRAY | DENTSPLY SIRONA INC | 385K | $4M | 5.5% | −21% |
| 8 | BRCC | BRC INC | 3.40M | $3M | 3.2% | ±0% |
| 9 | ARE | ALEXANDRIA REAL ESTATE EQ IN | 40K | $2M | 2.3% | ±0% |
| 10 | HRB | BLOCK H & R INC | 23K | $738K | 0.9% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE QVIDTVM SIGNAL
AC read
QVIDTVM Management LLC is a Other fund managing $93 million in assets. The fund runs a focused portfolio of just 8 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed