13F Filings History of Rovida Investment Management Ltd

Latest 13F report
Q4 2025 - 10 Feb 2026
Value $
$734,688,443
Signature - Title
Lacey Manz - Director
Location
Grand Cayman, Cayman Islands
Summary
This page shows a list of all the recent 13F filings made by Rovida Investment Management Ltd. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Rovida Investment Management Ltd reported 17 stock holdings with total value $734,688,443 as of Q4 2025. Top holdings included NBIS, KTOS, BA, NTB, and NVDA.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 17 $734,688,443 +$35,018,850 -$59,017,159 -$23,998,309 NBIS, KTOS, BA, NTB, NVDA 13F-HR 10 Feb 2026, 13:22
Q3 2025 16 $882,092,183 +$164,457,018 -$35,453,809 +$129,003,209 NBIS, KTOS, BA, NTB, NVDA 13F-HR 12 Nov 2025, 16:23
Q2 2025 17 $540,383,939 +$189,287,792 -$27,892,246 +$161,395,546 BA, NBIS, KTOS, NTB, GLXY 13F-HR 08 Aug 2025, 12:50
Q1 2025 17 $333,811,877 +$24,270,290 -$30,433,202 -$6,162,912 BA, NTB, KTOS, IWM, IBKR 13F-HR 12 May 2025, 16:59
Q4 2024 18 $319,783,630 $0 $0 $0 BA, NTB, KTOS, IWM, IBKR 13F-HR 11 Feb 2025, 16:58