Rovida Investment Management Ltd Q2 2025 Filing
Filed August 8, 2025
Portfolio Value
$540.4B
Holdings
17
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (17 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | BABOEING CO | 617,000 | $129.2B | 23.91% | |
| 2 | NBISNEBIUS GROUP N.V. | 1,740,647 | $96.2B | 17.81% | |
| 3 | KTOSKRATOS DEFENSE & SEC SOLUTIO | 1,773,655 | $82.3B | 15.23% | |
| 4 | NTBBANK OF NT BUTTERFIELD&SON L | 1,793,437 | $79.4B | 14.70% | |
| 5 | GLXYGALAXY DIGITAL INC. | 1,536,200 | $33.6B | 6.22% | |
| 6 | IWMISHARES TR | 90,000 | $19.4B | 3.59% | |
| 7 | IBKRINTERACTIVE BROKERS GROUP IN | 340,000 | $18.8B | 3.49% | |
| 8 | ASPIASP ISOTOPES INC | 2,200,000 | $16.1B | 2.99% | |
| 9 | BKNGBOOKING HOLDINGS INC | 2,500 | $14.4B | 2.67% | |
| 10 | BEKEKE HLDGS INC | 550,000 | $9.8B | 1.80% | |
| 11 | HTHTH WORLD GROUP LTD | 250,000 | $8.5B | 1.57% | |
| 12 | UBERUBER TECHNOLOGIES INC | 75,000 | $7.0B | 1.29% | |
| 13 | ASHRDBX ETF TR | 250,000 | $6.9B | 1.27% | |
| 14 | BURBURFORD CAP LTD | 575,000 | $6.7B | 1.25% | |
| 15 | KWEBKRANESHARES TR | 150,000 | $5.1B | 0.95% | |
| 16 | FXIISHARES TR | 125,000 | $4.6B | 0.85% | |
| 17 | BILIBILIBILI INC | 100,000 | $2.1B | 0.40% |