Instuitional Investor - Qvidtvm Management Llc

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Bio-Rad Laboratories Inc.	BIO	83,732	$23,340,295	28.68%
2.	Solventum Corp	SOLV	265,615	$17,344,660	21.32%
3.	Amrize Ltd	AMRZ	217,456	$12,181,885	14.97%
4.	Nebius Group N.v.	NBIS	60,678	$6,295,949	7.74%
5.	Oracle Corp	ORCL	38,902	$5,722,873	7.03%