Instuitional Investor - Rovida Investment Management Ltd

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Nebius Group N.v.	NBIS	1,893,647	$196,333,321	24.62%
2.	Kratos Defense & Security Solutions Inc.	KTOS	1,773,655	$125,024,941	15.68%
3.	Boeing Co	BA	617,000	$122,770,660	15.4%
4.	Bank Of N.t. Butterfield & Son Ltd	NTB	1,793,437	$94,083,705	11.8%
5.	Nvidia Corp	NVDA	378,898	$66,041,921	8.28%