Rovida Advisors as of March 31, 2025
Portfolio Holdings for Rovida Advisors
Rovida Advisors holds 12 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 16.0 | $21M | 57k | 374.85 | |
| Alphabet Cap Stk Cl A (GOOGL) | 15.0 | $20M | 130k | 154.54 | |
| PAR Technology Corporation (PAR) | 15.0 | $20M | 327k | 61.34 | |
| Alight Com Cl A (ALIT) | 13.3 | $18M | 3.0M | 5.93 | |
| Nike Com Cl B (NKE) | 8.3 | $11M | 175k | 63.51 | |
| Caesars Entertainment (CZR) | 8.0 | $11M | 425k | 25.00 | |
| Ishares Tr Russell 2000 Etf (IWM) | 7.5 | $10M | 50k | 199.53 | |
| International Paper Company (IP) | 6.0 | $8.0M | 150k | 53.35 | |
| Uber Technologies (UBER) | 4.5 | $6.0M | 82k | 72.90 | |
| Asml Holding N V N Y Registry Shs (ASML) | 4.3 | $5.8M | 8.8k | 662.62 | |
| Advisorshares Tr Pure Us Cannabis (MSOS) | 1.9 | $2.6M | 1.0M | 2.60 | |
| Acuren Corporation (TIC) | 0.2 | $201k | 18k | 10.98 |
