Instuitional Investor - Rovida Investment Management Ltd

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Nebius Group N.v.	NBIS	1,996,147	$550,936,572	37.56%
2.	Alphabet Inc.	GOOGL	591,000	$211,022,460	14.39%
3.	Boeing Co	BA	832,000	$180,044,800	12.28%
4.	Bank Of N.t. Butterfield & Son Ltd	NTB	1,793,437	$106,709,502	7.28%
5.	Kratos Defense & Security Solutions Inc.	KTOS	1,773,655	$88,452,175	6.03%