§ 13F · FUND PROFILE
QVIDTVM Management LLC.
AUM · $77M (13F)Positions · 14Turnover · n/a · Q2Filed · Aug 13, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$937K deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | BIO | BIO RAD LABS INC | 66K | $19M | 25.4% | −21% |
| 2 | NBIS | NEBIUS GROUP N.V. | 49K | $13M | 17.5% | −20% |
| 3 | AMRZ | AMRIZE LTD | 247K | $13M | 17.2% | +14% |
| 4 | ORCL | ORACLE CORP | 57K | $8M | 10.9% | +46% |
| 5 | SOLV | SOLVENTUM CORP | 89K | $7M | 9.0% | −66% |
| 6 | ZGN | ERMENEGILDO ZEGNA N V | 456K | $6M | 7.7% | −13% |
| 7 | ARE | ALEXANDRIA REAL ESTATE EQ IN | 82K | $4M | 5.7% | +106% |
| 8 | BRCC | BRC INC | 2.95M | $3M | 4.3% | −13% |
| 9 | OCTV | OCTAVE INTELLIGENCE PLC | 57K | $937K | 1.2% | NEW |
| 10 | WAB | WABTEC | 750 | $202K | 0.3% | −73% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE QVIDTVM SIGNAL
AC read
QVIDTVM Management LLC is a Other fund managing $77 million in assets. The fund runs a focused portfolio of just 14 positions.
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