Data as of Q4 2025 (Dec 31, 2025)

QVIDTVM Management LLC

•CIK: 1912226•Filing: Q4 2025

**QVIDTVM Management LLC** is an actively managed fund overseeing $88M across 13 distinct positions. The portfolio exhibits significant concentration in technology and specialized sectors, notably with the top holding in BUWA at $25.3M. Further substantial allocations include SOLV ($23.0M) and AUB-PA ($11.7M), indicating a targeted, high-conviction approach. The remaining positions maintain diversified exposure across key market segments.

Total AUM
$88.4M
QoQ Performance
-4.9%
Positions
13
Top 10 Concentration
98.6%
Latest Filing
Q4 2025

Top Holdings Allocation

BUWA
SOLV
AMRI
XRAY
ERME
COTY
BUWA28.6%
SOLV26.1%
AMRIZE13.3%
XRAY6.3%
ERMENEGILDO5.5%
COTY5.3%
BRCC4.3%
EQIX3.8%

📈 Biggest Buys

—
AMRIZE LTD
NEW
13.3% of portfolio
—
ERMENEGILDO ZEGNA N V
+33892.4%
5.5% of portfolio
EQIX
EQUINIX INC
NEW
3.8% of portfolio
NBIS
NEBIUS GROUP N.V.
NEW
3.3% of portfolio
ARE
ALEXANDRIA REAL ESTATE EQ IN
NEW
2.2% of portfolio

📉 Biggest Sells

RTO
RENTOKIL INITIAL PLC
-99.6%
0.2% of portfolio
SOLV
SOLVENTUM CORP
-41.5%
26.1% of portfolio
BUWA
BIO RAD LABS INC
-34.0%
28.6% of portfolio
WAB
WABTEC
-64.6%
0.8% of portfolio
COTY
COTY INC
-5.9%
5.3% of portfolio

Sector Breakdown

Other96.2%
Real Estate3.8%

Changes from Q3 2025

NEW5 new positions
↑2 increased
↓6 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

📌 Top Holdings

BUWA28.6%
BIO RAD LABS INC
$25.3M
SOLV26.1%
SOLVENTUM CORP
$23.0M
XRAY6.3%
DENTSPLY SIRONA INC
$5.5M
COTY5.3%
COTY INC
$4.7M
BRCC4.3%
BRC INC
$3.8M

⚖️ Compare Fund

Compare this fund's holdings with other hedge funds.

🎯 Fund Movement Signals

See AI-analyzed fund movement signals and accumulation patterns.

👤 Insider Trading

See what corporate insiders are buying and selling.