What does Rovida Investment Management Ltd hold? Q1 2026 13F Holdings & Portfolio

AI Analysis · Q1 2026 · Q1 2026

Rovida Investment Management Ltd filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

NEBIUS GROUP N.V.

$196M1.9M24.6%

KRATOS DEFENSE & SEC SOLUTIO

$125M1.8M15.7%

BOEING CO

$123M617K15.4%

BANK OF NT BUTTERFIELD&SON L

$94M1.8M11.8%

NVIDIA CORPORATION

$66M379K8.3%

FREEPORT MCMORAN INC

$51M870K6.4%

GALAXY DIGITAL INC.

$32M1.7M4.0%

INTERACTIVE BROKERS GROUP IN

$20M300K2.5%

ASP ISOTOPES INC

$18M4.1M2.3%

VISA INC

$15M50K1.9%

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