Qvidtvm Management Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$81.4M
Q ending 2026-03-31
Prior quarter
$88.4M
Q ending 2025-12-31
Change
-7.9% QoQ · -28.1% YoY
Positions
14
reported holdings
Largest positions
All 14 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Bio Rad Labs Inc | BIO | Shares | $23.3M | 84K |
| Solventum Corp | SOLV | Shares | $17.3M | 266K |
| Amrize Ltd | Shares | $12.2M | 217K | |
| Nebius Group N.V. | Shares | $6.3M | 61K | |
| Oracle Corp | ORCL | Shares | $5.7M | 39K |
| Ermenegildo Zegna N V | Shares | $5.5M | 526K | |
| Dentsply Sirona Inc | XRAY | Shares | $4.5M | 385K |
| Brc Inc | BRCC | Shares | $2.6M | 3.4M |
| Alexandria Real Estate Eq In | ARE | Shares | $1.9M | 40K |
| Block H & R Inc | HRB | Shares | $738K | 23K |
| Wabtec | WAB | Shares | $692K | 3K |
| Rentokil Initial Plc | RTO | Shares | $217K | 7K |
| Standard Biotools Inc | LAB | Shares | $211K | 229K |
| Philip Morris Intl Inc | PM | Shares | $178K | 1K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.