StockDriftsStockDriftsTop 14 Qvidtvm Management Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BIO | BIO RAD LABS INC | 28.68% | 83.7K | $23.3M | +0.30%(+249) | $351.57(-29.59%) | 2026-03-31 | |
| SOLV | SOLVENTUM CORP | 21.32% | 265.6K | $17.3M | -8.60%(-25.00K) | $63.32(+17.27%) | 2026-03-31 | |
| AMRZ | AMRIZE LTD | 14.97% | 217.5K | $12.2M | +0.42%(+900) | $51.32(-4.50%) | 2026-03-31 | |
| NBIS | NEBIUS GROUP N.V. | 7.74% | 60.7K | $6.3M | +74.86%(+25.98K) | $96.17(+129.97%) | 2026-03-31 | |
| ORCL | ORACLE CORP | 7.03% | 38.9K | $5.7M | new | $171.01(+12.83%) | 2026-03-31 | |
| ZGN | ERMENEGILDO ZEGNA N V | 6.73% | 525.9K | $5.5M | +10.51%(+50.00K) | $9.90(+27.11%) | 2026-03-31 | |
| XRAY | DENTSPLY SIRONA INC | 5.49% | 385.4K | $4.5M | -20.60%(-100.00K) | $29.05(-65.33%) | 2026-03-31 | |
| BRCC | BRC INC | 3.24% | 3.40M | $2.6M | +0.00%(+0) | $4.98(-67.88%) | 2026-03-31 | |
| ARE | ALEXANDRIA REAL ESTATE EQ IN | 2.28% | 40.0K | $1.9M | +0.00%(+0) | $66.14(-32.01%) | 2026-03-31 | |
| HRB | BLOCK H & R INC | 0.91% | 23.3K | $738K | new | $37.66(-1.09%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -6.98% | -19.51% |
| Top 20 Holdings Unweighted | -7.24% | -20.20% |
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