QVIDTVM Management
QVIDTVM Management reported 14 stocks worth $76.6M in its 13F filing for Q2 2026, filed Aug 13, 2026. Its largest holdings are BIO (25.4%), NBIS (17.5%) and AMRZ (17.2%). Compared with Q1 2026, the fund opened new positions in OCTV, added to AMRZ, ORCL and ARE, trimmed BIO, NBIS and SOLV and sold out of RTO.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  BIO Bio Rad Labs Inc | $19.4M | 25.4% | 66K | −17K (−21%) | 8 of 8 | |
| 2 |  NBIS Nebius Group | $13.4M | 17.5% | 49K | −12K (−20%) | 3 of 8 | |
| 3 |  AMRZ Amrize Ltd | $13.2M | 17.2% | 247K | +30K (+14%) | 3 of 8 | |
| 4 |  ORCL Oracle Corp | $8.3M | 10.9% | 57K | +18K (+46%) | 2 of 8 | |
| 5 |  SOLV Solventum Corp | $6.9M | 9.0% | 89K | −177K (−66%) | 8 of 8 | |
| 6 |  ZGN Ermenegildo Zegna N V | $5.9M | 7.8% | 456K | −70K (−13%) | 8 of 8 | |
| 7 |  ARE Alexandria Real Estate EQ in | $4.4M | 5.7% | 82K | +42K (+106%) | 3 of 8 | |
| 8 | BRC INC | $3.3M | 4.3% | 3M | −448K (−13%) | 8 of 8 | |
| 9 |  OCTV Octave Intelligence PLC Ord Shs CL B | $937K | 1.2% | 57K | New position | 1 of 8 | |
| 10 |  WAB Wabtec | $202K | 0.3% | 750 | −2,020 (−73%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 RTO Rentokil Initial PLC | $217K | 6,879 |
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 13, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →QVIDTVM Management 13F FAQ
What does QVIDTVM Management own?
QVIDTVM Management reported 14 stocks worth $76.6M in its 13F filing for Q2 2026, filed Aug 13, 2026. Its largest holdings are BIO (25.4%), NBIS (17.5%) and AMRZ (17.2%). The table above lists every position in the filing (the top 10 without an account).
What did QVIDTVM Management buy and sell in Q2 2026?
Compared with Q1 2026: 1 new positions, 3 added to, 10 trimmed and 1 sold out. New positions include OCTV. It sold all of RTO.
When will QVIDTVM Management file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is QVIDTVM Management's portfolio worth?
The Q2 2026 filing reports $76.6M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.