account_balance
Investment manager · 13F filer · SEC CIK 1912226
Qvidtvm Management LLC
Reported value$57.8Mas of Sep 30, 2026
Positions14 2 new, 2 sold out
Top 10 weight99.5%BIO alone is 27%
FiledNov 1243 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
BIOBio Rad Labs Inc
26.6%Trimmed −39%
ORCLOracle Corp
21.1%Added +56%
AMRZAmrize Ltd
17.4%Added +8%
NBISNebius Group N.v.
11.1%Trimmed −44%
ZGNErmenegildo Zegna N V
6.0%Trimmed −39%
AREAlexandria Real Estate Eq In
5.5%Trimmed −18%
BRCCBRC Inc
5.0%Trimmed −89%
INTUIntuit
4.9%New
SPGI1.4%SOLV0.5%PM0.4%BIOBio Rad Labs Inc
26.6%Trimmed −39%
ORCLOracle Corp
21.1%Added +56%
AMRZAmrize Ltd
17.4%Added +8%
NBISNebius Group N.v.
11.1%Trimmed −44%
ZGN6.0%ARE5.5%BRCC5.0%INTU4.9%SPGIBoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
BIO Bio Rad Labs Inc 26.6% Trimmed −39%ORCL Oracle Corp 21.1% Added +56%AMRZ Amrize Ltd 17.4% Added +8%NBIS Nebius Group N.v. 11.1% Trimmed −44%ZGN Ermenegildo Zegna N V 6.0% Trimmed −39%ARE Alexandria Real Estate Eq In 5.5% Trimmed −18%BRCC BRC Inc 5.0% Trimmed −89%INTU Intuit 4.9% NewSPGI S&P Global Inc 1.4% NewSOLV Solventum Corp 0.5% Trimmed −96%PM Philip Morris Intl Inc 0.4% Added +5%HRB Block H & R Inc 0.1% Added +11%
What changed