Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
QVIDTVM Management LLC (CIK 1912226) reported $81.4M across 14 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: BIO ($23.3M, 28.68%), SOLV ($17.3M, 21.32%), AMRZ ($12.2M, 14.97%), NBIS ($6.3M, 7.74%), ORCL ($5.7M, 7.03%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | BIO | BIO RAD LABS INC | $23.3M | 28.68% | 83,732 | Added |
| 2 | SOLV | SOLVENTUM CORP | $17.3M | 21.32% | 265,615 | Trimmed |
| 3 | AMRZ | AMRIZE LTD | $12.2M | 14.97% | 217,456 | Added |
| 4 | NBIS | NEBIUS GROUP N.V. | $6.3M | 7.74% | 60,678 | Added |
| 5 | ORCL | ORACLE CORP | $5.7M | 7.03% | 38,902 | New |
| 6 | ZGN | ERMENEGILDO ZEGNA N V | $5.5M | 6.73% | 525,893 | Added |
| 7 | XRAY | DENTSPLY SIRONA INC | $4.5M | 5.49% | 385,409 | Trimmed |
| 8 | BRCC | BRC INC | $2.6M | 3.24% | 3.4M | Hold |
| 9 | ARE | ALEXANDRIA REAL ESTATE EQ IN | $1.9M | 2.28% | 40,000 | Hold |
| 10 | HRB | BLOCK H & R INC | $738,114 | 0.91% | 23,255 | New |
| 11 | WAB | WABTEC | $692,251 | 0.85% | 2,770 | Trimmed |
| 12 | RTO | RENTOKIL INITIAL PLC | $216,551 | 0.27% | 6,879 | Hold |
| 13 | LAB | STANDARD BIOTOOLS INC | $210,830 | 0.26% | 229,338 | Hold |
| 14 | PM | PHILIP MORRIS INTL INC | $178,402 | 0.22% | 1,079 | New |
| 15 | COTY | COTY INC | $0 | 0.00% | 0 | Exited |
| 16 | EQIX | EQUINIX INC | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31