QVIDTVM Management LLC — 13F holdings

QVIDTVM Management LLC reported 14 holdings worth $76.6M in its 13F filing for Q2 2026, filed August 13, 2026.

Largest positions

1. BIO BIO RAD LABS INC — $19.4M (25.4%)
2. NBIS NEBIUS GROUP N.V. — $13.4M (17.5%)
3. AMRZ Amrize Ltd — $13.2M (17.2%)
4. ORCL ORACLE CORP — $8.35M (10.9%)
5. SOLV SOLVENTUM CORP — $6.87M (9.0%)
6. ZGN ERMENEGILDO ZEGNA N V — $5.93M (7.7%)
7. ARE ALEXANDRIA REAL ESTATE EQ IN — $4.36M (5.7%)
8. BRCC BRC INC — $3.28M (4.3%)
9. OCTV OCTAVE INTELLIGENCE PLC — $937K (1.2%)
10. WAB WABTEC — $202K (0.3%)