QVIDTVM Management LLC: 13F holdings
CIK 19122262026Q2
| Positions | 14 |
|---|
| Reported value | $76.6m |
|---|
| Filed | 2026-08-13 |
|---|
Change since last quarter
| Positions | 14 (+0 vs prior quarter) |
|---|
| Reported value | $76.6m (-5.9%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| BIO BIO RAD LABS INC | 66,243 | $19.4m | 25.4% |
| NBIS NEBIUS GROUP N.V. | 48,657 | $13.4m | 17.5% |
| AMRIZE LTD | 247,391 | $13.2m | 17.2% |
| ORCL ORACLE CORP | 56,970 | $8.3m | 10.9% |
| SOLV SOLVENTUM CORP | 89,033 | $6.9m | 9.0% |
| ERMENEGILDO ZEGNA N V | 455,804 | $5.9m | 7.7% |
| ARE ALEXANDRIA REAL ESTATE EQ IN | 82,470 | $4.4m | 5.7% |
| BRC INC | 2,953,138 | $3.3m | 4.3% |
| OCTAVE INTELLIGENCE PLC | 57,466 | $936,696 | 1.2% |
| WAB WABTEC | 750 | $202,200 | 0.3% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1912226")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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