Obsido Oy

Portfolio Overview

Obsido Oy’s 13F for the quarter ended 2025-09-30 reports a materially smaller, highly concentrated portfolio. Total reported market value is $29.62 million, down 77.5% from $131.77 million on 2025-06-30 (a decline of about $102.15 million). The filing lists 6 holdings, and 87.8% of assets ($26.01M) are explicitly classified as ETFs (the remaining $3.61M is listed as “Unknown” / SPDR SERIES TRUST). The portfolio shows a decisive move away from broad, diversified positions int...