Qvidtvm Management Llc Portfolio Stock Holdings
Qvidtvm Management Llc disclosed 14 stock positions valued at approximately $81.4 million in its latest SEC 13F filing. The largest holdings include BIO RAD LABS INC, SOLVENTUM CORP, and AMRIZE LTD. The filing reflects positions held as of March 31, 2026 and was filed on May 15, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 14
- Portfolio Value
- $81.4M
Holdings by Sector
Qvidtvm Management Llc Portfolio Holdings in Q1 2026
13 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| BIO RAD LABS INC | BIO | Healthcare | 28.68% | 83,732 | +249 | +0.30% | $23,340,295 |
| SOLVENTUM CORP | SOLV | Healthcare | 21.32% | 265,615 | -25,000 | -8.60% | $17,344,660 |
| AMRIZE LTD | AMRZ | Other | 14.97% | 217,456 | +900 | +0.42% | $12,181,885 |
| NEBIUS GROUP N.V. | NBIS | Other | 7.74% | 60,678 | +25,978 | +74.86% | $6,295,949 |
| ORACLE CORP | ORCL | Technology | 7.03% | 38,902 | +38,902 | +100.00% | $5,722,873 |
| DENTSPLY SIRONA INC | XRAY | Healthcare | 5.49% | 385,409 | -100,000 | -20.60% | $4,470,744 |
| BRC INC | BRCC | Consumer Defensive | 3.24% | 3,400,681 | - | - | $2,639,609 |
| ALEXANDRIA REAL ESTATE EQ IN | ARE | Real Estate | 2.28% | 40,000 | - | - | $1,856,800 |
| BLOCK H & R INC | HRB | Consumer Cyclical | 0.91% | 23,255 | +23,255 | +100.00% | $738,114 |
| WABTEC | WAB | Industrials | 0.85% | 2,770 | -634 | -18.63% | $692,251 |
| RENTOKIL INITIAL PLC | RTO | Industrials | 0.27% | 6,879 | - | - | $216,551 |
| STANDARD BIOTOOLS INC | LAB | Healthcare | 0.26% | 229,338 | - | - | $210,830 |
| PHILIP MORRIS INTL INC | PM | Consumer Defensive | 0.22% | 1,079 | +1,079 | +100.00% | $178,402 |