Rovida Advisors Inc. Top Holdings and 13F Report (2025) About Rovida Advisors Inc.Investment ActivityRovida Advisors Inc. has $540.38 million in total holdings as of June 30, 2025.Rovida Advisors Inc. owns shares of 17 different stocks, but just 6 companies or ETFs make up 80% of its holdings.Approximately 96.70% of the portfolio was purchased this quarter.About 21.87% of the portfolio was sold this quarter.This quarter, Rovida Advisors Inc. has purchased 12 new stocks and bought additional shares in 1 stock.Rovida Advisors Inc. sold shares of 1 stock and completely divested from 10 stocks this quarter.Largest Holdings Boeing $129,230,650Yandex $96,222,966Kratos Defense & Security Solutions $82,315,329Bank of N.T. Butterfield & Son $79,413,390GALAXY DIGITAL INC. $33,612,056 Largest New Holdings this Quarter 097023105 - Boeing $129,230,650 HoldingN97284108 - Yandex $96,222,966 Holding50077B207 - Kratos Defense & Security Solutions $82,315,329 HoldingG0772R208 - Bank of N.T. Butterfield & Son $79,413,390 Holding36317J209 - GALAXY DIGITAL INC. $33,612,056 Holding Largest Purchases this Quarter Boeing 617,000 shares (about $129.23M)Yandex 1,740,647 shares (about $96.22M)Kratos Defense & Security Solutions 1,773,655 shares (about $82.32M)Bank of N.T. Butterfield & Son 1,793,437 shares (about $79.41M)GALAXY DIGITAL INC. 1,536,200 shares (about $33.61M) Largest Sales this Quarter Uber Technologies 6,815 shares (about $635.57K) Sector Allocation Over TimeMap of 500 Largest Holdings ofRovida Advisors Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorBABoeing$129,230,650$129,230,650 ▲New Holding617,00023.9%AerospaceYNDXYandex$96,222,966$96,222,966 ▲New Holding1,740,64717.8%Computer and TechnologyKTOSKratos Defense & Security Solutions$82,315,329$82,315,329 ▲New Holding1,773,65515.2%AerospaceNTBBank of N.T. Butterfield & Son$79,413,390$79,413,390 ▲New Holding1,793,43714.7%FinanceGALAXY DIGITAL INC.$33,612,056$33,612,056 ▲New Holding1,536,2006.2%CL AIWMiShares Russell 2000 ETF$19,423,800$8,568,054 ▲78.9%90,0003.6%FinanceIBKRInteractive Brokers Group$18,832,600$18,832,600 ▲New Holding340,0003.5%FinanceASPIASP Isotopes$16,148,000$16,148,000 ▲New Holding2,200,0003.0%Basic MaterialsBKNGBooking$14,446,800$14,446,800 ▲New Holding2,5002.7%Retail/WholesaleBEKEKE$9,751,500$9,751,500 ▲New Holding550,0001.8%Computer and TechnologyHTHTH World Group$8,480,000$8,480,000 ▲New Holding250,0001.6%Consumer DiscretionaryUBERUber Technologies$6,994,500$635,567 ▼-8.3%75,0001.3%Computer and TechnologyASHRXtrackers Harvest CSI 300 China A-Shares ETF$6,882,500$6,882,500 ▲New Holding250,0001.3%ETFBURBurford Capital$6,743,099$6,743,099 ▲New Holding575,0001.2%FinanceKWEBKraneShares CSI China Internet ETF$5,148,000$5,148,000 ▲New Holding150,0001.0%ManufacturingFXIiShares China Large-Cap ETF$4,593,750$4,593,750 ▲New Holding125,0000.9%ETFBILIBilibili$2,145,000$2,145,000 ▲New Holding100,0000.4%Consumer DiscretionaryMSFTMicrosoft$0$21,328,965 ▼-100.0%00.0%Computer and TechnologyGOOGLAlphabet$0$20,090,200 ▼-100.0%00.0%Computer and TechnologyPARPAR Technology$0$20,027,142 ▼-100.0%00.0%Business ServicesALITAlight$0$17,744,807 ▼-100.0%00.0%Computer and TechnologyNKENIKE$0$11,114,250 ▼-100.0%00.0%Consumer DiscretionaryCZRCaesars Entertainment$0$10,625,000 ▼-100.0%00.0%Consumer DiscretionaryIPInternational Paper$0$8,002,500 ▼-100.0%00.0%Basic MaterialsASMLASML$0$5,797,925 ▼-100.0%00.0%Computer and TechnologyMSOSAdvisorShares Pure US Cannabis ETF$0$2,600,000 ▼-100.0%00.0%ETFACUREN CORP$0$200,714 ▼-100.0%00.0%COMShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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