QVIDTVM Management LLC

Portfolio Overview

QVIDTVM Management LLC reported a significant contraction in its portfolio for the period ending September 30, 2025. The total asset under management (AUM) dropped by 51.1%, declining from $99.85 million in the previous quarter to $48.85 million. This reduction is driven by a combination of asset reallocation and the exiting of major equity positions rather than solely market depreciation. The portfolio is currently highly concentrated, holding only 4 distinct securities....