Thomas Lynch
Qvidtvm Management Llc
Assets Managed
$81.369M
Holdings
14
Last Quarter
2026 - Q1
Filed Date
1mo 9d ago
Growth Rate
-7.93%(2Q avg: -6.4%)
Sustained Growth
0 quarters
Portfolio positions
This chart displays the top 10 holdings in Qvidtvm Management Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 14 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 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 81.369M in assets, with a quarterly growth rate of -7.93% and a 2-quarter average growth rate of -6.4%. The portfolio is managed by Thomas Lynch, and others.
Portfolio holdings
| Investment | Portfolio % | Reported Value | Recent Activity |
|---|---|---|---|
BIO Bio-rad Laboratories-a
| 28.69% | $23.34M 83,732 shares@ $278.75 avg price | Increased 0.3% |
SOLV Solventum Corp
| 21.32% | $17.345M 265,615 shares@ $65.31 avg price | Decreased -8.6% |
AMRZ Amrize Ltd
| 14.98% | $12.182M 217,456 shares@ $56.02 avg price | Increased 0.42% |
NBIS Nebius Group Nv
| 7.74% | $6.296M 60,678 shares@ $103.76 avg price | Increased 74.87% |
ORCL Oracle Corp
| 7.04% | $5.723M 38,902 shares@ $147.11 avg price | New Position |
ZGN Ermenegildo Zegna Nv
| 6.74% | $5.48M 525,893 shares@ $10.42 avg price | Increased 10.51% |
XRAY Dentsply Sirona Inc
| 5.5% | $4.471M 385,409 shares@ $11.6 avg price | Decreased -20.6% |
BRCC Brc Inc-a
| 3.25% | $2.64M 3.401M shares@ $0.78 avg price | |
ARE Alexandria Real Estate Equit
| 2.29% | $1.857M 40,000 shares@ $46.42 avg price | |
HRB H&r Block Inc
| 0.91% | $738,114 23,255 shares@ $31.75 avg price | New Position |
1-10 of 14