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QVIDTVM Management LLC

Q2 2025 · Filed 2025-08-11
Market Value
$100M
-11.7%
Holdings
8
New Purchases
0
Added To
1
Closed
0
Reduced
4
Top 10 Concentration
100.0%
Turnover
0.0%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
SOLV 39.00% 34.55% +4.45% $39M
BIO 30.47% 27.17% +3.30% $30M
SIRO 7.38% 6.13% +1.25% $7M
ZGN 3.69% 2.75% +0.94% $4M
WAB 2.33% 2.24% +0.08% $2M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
RTO 5.33% 13.29% -7.97% $5M
BRCC 4.33% 6.10% -1.77% $4M
COTY 7.47% 7.76% -0.29% $7M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Large Cap 4 $54M 54.0%
Mid Cap 2 $34M 34.2%
Small Cap 2 $12M 11.8%

Portfolio Analytics

Avg Market Cap
$13.5B
Median Market Cap
$10.5B
Avg P/E
32.1
Median P/E
36.0
Avg Dividend Yield
0.01%
Avg Beta
0.91
# Stocks
8
# ETFs / Funds
0

Top Holdings (8 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 SOLV 39.00% 513,389 $39M $75.84 -$144K -537 -0.1%
2 BIO 30.47% 126,080 $30M $241.32 -$312K -120 -0.1%
3 COTY 7.47% 1,605,020 $7M $4.65 -$1M
4 SIRO 7.38% 463,866 $7M $15.88 $436K
5 RTO 5.33% 221,621 $5M $24.00 -$10M -435,055 -66.2%
6 BRCC 4.33% 3,301,681 $4M $1.31 -$3M
7 ZGN 3.69% 431,095 $4M $8.55 $577K +10,966 +2.6%
8 WAB 2.33% 11,104 $2M $209.35 -$214K -2,897 -20.7%
View SEC EDGAR Filings for QVIDTVM Management LLC →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms