OV Management LLC — 13F holdings

OV Management LLC reported 31 holdings worth $53.5M in its 13F filing for Q2 2026, filed August 10, 2026.

Largest positions

1. PSBD PALMER SQUARE CAPITAL BDC IN — $38.9M (72.6%)
2. ACWI ISHARES TR — $6.53M (12.2%)
3. ACWX ISHARES TR — $1.44M (2.7%)
4. NVDA NVIDIA CORPORATION — $1.01M (1.9%)
5. GOOGL ALPHABET INC — $729K (1.4%)
6. AAPL APPLE INC — $512K (1.0%)
7. AMZN AMAZON COM INC — $480K (0.9%)
8. AMD ADVANCED MICRO DEVICES INC — $475K (0.9%)
9. MSFT MICROSOFT CORP — $432K (0.8%)
10. META META PLATFORMS INC — $326K (0.6%)