Thomas Lynch

@Qvidtvm Management Llc

Latest period2024 - Q3

Reported2mo 6d ago

Managed Assets$142.873M

Total holdings8

Assets growth rate14.27%

Assets growth rate (2-Q avg)7.47%

Continuous growth in asset value3 quarters

Portfolio positions

This chart displays the top 10 holdings in Qvidtvm Management Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 8 positions.

Assets under management

The assets under management (AUM) of Qvidtvm Management Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 3 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 142.873M in assets, with a quarterly growth rate of 14.27% and a 2-quarter average growth rate of 7.47%. The portfolio is managed by Thomas Lynch, and others.

Portfolio holdings

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
BIOBio Rad Labs Inc Recent Activity	29.5%	$42.136M 125,938 shares@ $334.58 avg price
SOLVSolventum Corp Recent Activity Increased 13.48%	24.27%	$34.67M 497,276 shares@ $69.73 avg price	Increased 13.48%
WABWabtec Recent Activity Decreased -4.82%	13.81%	$19.718M 108,475 shares@ $181.78 avg price	Decreased -4.82%
RTORentokil Initial Plc Recent Activity Decreased -15.59%	13.09%	$18.702M 750,176 shares@ $24.94 avg price	Decreased -15.59%
XRAYDentsply Sirona Inc Recent Activity Increased 75.77%	8.7%	$12.417M 458,866 shares@ $27.07 avg price	Increased 75.77%
BRCCBrc Inc Recent Activity Increased 24.22%	7.71%	$11.012M 3.22M shares@ $3.42 avg price	Increased 24.22%
ZGNErmenegildo Zegna N V Ord Shs Recent Activity New Position	2.04%	$2.908M 295,562 shares@ $9.84 avg price	New Position
OMICSingular Genomics Systems Inc Recent Activity	0.92%	$1.309M 83,558 shares@ $15.68 avg price