13F HOLDINGS REPORT
Rovida Advisors Inc.
Quarter ended Q4 2024 · Filed February 12, 2025 · Accession 0000950123-25-001616
Total Value
$128.5M
Positions
12
Other Managers
0
Confidential Omitted
No
Holdings (12)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ALPHABET INC | GOOG | 106,250 | $20.1M | 15.65% |
| 2 | ALIGHT INC | ALIT | 2,700,000 | $18.7M | 14.52% |
| 3 | PAR TECHNOLOGY CORP | PAR | 250,000 | $18.2M | 14.14% |
| 4 | CAESARS ENTERTAINMENT INC NE | 12769G100 | 400,000 | $13.4M | 10.40% |
| 5 | NIKE INC | NKE | 175,000 | $13.2M | 10.31% |
| 6 | MICROSOFT CORP | MSFT | 30,000 | $12.6M | 9.83% |
| 7 | INTERNATIONAL PAPER CO | 460146103 | 200,000 | $10.8M | 8.37% |
| 8 | ASML HOLDING N V | ASMLF | 8,750 | $6.1M | 4.72% |
| 9 | UBER TECHNOLOGIES INC | UBER | 81,815 | $4.9M | 3.84% |
| 10 | HUNTSMAN | HUN | 250,000 | $4.5M | 3.51% |
| 11 | ADVISORSHARES TR | 00768Y453 | 1,000,000 | $3.8M | 2.95% |
| 12 | FRONTLINE PLC | FRO | 160,000 | $2.3M | 1.77% |