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QVIDTVM Management LLC

13F filer · CIK 1912226 · The Woodlands, TX

Summary
QVIDTVM Management LLC reported $76.60M across 14 positions in its 13F for 2026 Q2, filed Aug 13, 2026. The largest holdings are BIO (25.4%), NBIS (17.5%), AMRZ (17.2%). Versus 2026 Q1, leaving options aside, it opened 1 new positions, added to 3, trimmed 10 and sold out of 1.
Reported value$76.60M
Positions14
Report period2026 Q2
FiledAug 13, 2026
New positions1
Added3
Trimmed10
Sold out1

Top 14 holdings

By reported value, options listed separately · change vs 2026 Q1

Weight 25.4%Value $19.45MPrice $379.55Shares 66K -20.89%Since Jun 30 +29.27%
Weight 17.5%Value $13.44MPrice $237.35Shares 49K -19.81%Since Jun 30 -14.05%
Weight 17.2%Value $13.19MPrice $37.71Shares 247K +13.77%Since Jun 30 -29.25%
Weight 10.9%Value $8.35MPrice $137.79Shares 57K +46.44%Since Jun 30 -5.98%
Weight 9.0%Value $6.87MPrice $89.32Shares 89K -66.48%Since Jun 30 +15.77%
Weight 7.7%Value $5.93MPrice $12.62Shares 456K -13.33%Since Jun 30 -3.07%
Weight 5.7%Value $4.36MPrice $48.47Shares 82K +106.17%Since Jun 30 -8.29%
Weight 4.3%Value $3.28MPrice $9.21Shares 2.95M -13.16%Since Jun 30 +729.73%
OCTAVE INTELLIGENCE PLCNo ticker matchNew
Weight 1.2%Value $936.7KShares 57K
Weight 0.3%Value $202.2KPrice $291.23Shares 750 -72.92%Since Jun 30 +8.02%
Weight 0.3%Value $200.8KPrice $8.98Shares 19K -95.09%Since Jun 30 -15.36%
Weight 0.2%Value $185.6KPrice $193.90Shares 1,026 -4.91%Since Jun 30 +7.18%
Weight 0.2%Value $182.6KPrice $0.71Shares 222K -3.20%Since Jun 30 -13.30%
Weight 0.0%Value $32.1KPrice $40.58Shares 844 -96.37%Since Jun 30 +6.56%

Weight is the share of the reported 13F value, including options at notional value. “Since Jun 30” compares the latest close with the quarter-end price implied by the filing (value ÷ shares).

Largest buys in 2026 Q2

ORCLORCLORACLE CORP≈ $2.65MAdd
AMRZAMRZAMRIZE LTD≈ $1.60MAdd
OCTAVE INTELLIGENCE PLCNo ticker match≈ $936.7KNew

Largest sells in 2026 Q2

SOLVSOLVSOLVENTUM CORP≈ $11.53MTrim
BIOBIOBIO RAD LABS INC≈ $4.88MTrim
NBISNBISNEBIUS GROUP N.V.≈ $1.25MTrim

Source: SEC Form 13F, values as reported by the filer. Filings lag up to 45 days after quarter end and cover only certain long positions. Research only, not investment advice.

Original filing All 13F filings on EDGAR