Ov Management LLC
OV Management LLC is an institutional investment manager headquartered in Minneapolis, Minnesota. Incorporated in South Dakota, the firm primarily manages public equity portfolios, as evidenced by its regular SEC 13F filings. The firm oversees 57 stock positions and manages assets for institutional clients, based on public regulatory disclosures. The business appears to be relatively new, with filings beginning in 2023. Specific details regarding employee count and founding year are not publicly disclosed.
Investment Strategy
OV Management LLC engages in public equity investing, with a diversified portfolio spanning technology (e.g., Microsoft, Apple, NVIDIA), consumer, healthcare, financial, and industrial sectors. Its filings show active portfolio management, with frequent buys, reductions, and new position initiations. The strategy appears to focus on large-cap and growth stocks, and the firm maintains a dynamic stance by adjusting exposures based on market and opportunity set shifts. Recent filings indicated net positive buying activity, suggesting a tactical approach to equity allocation.
Top Holdings
Equity Positions (56)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
P PSBD | Palmer Square Capital BDC Inc | 43.63% | $52.1M | 3,730,065 | $16.30 | $13.96 | +$2.4M |
N NVDA | Nvidia Corporation | 4.64% | $5.5M | 35,080 | $54.48 | $157.99 | -$4.6M |
M MSFT | Microsoft Corp | 4.55% | $5.4M | 10,920 | $381.58 | $497.41 | -$5.3M |
A AAPL | Apple Inc | 3.06% | $3.7M | 17,809 | $196.82 | $205.17 | -$6.5M |
M META | Meta Platforms Inc | 2.45% | $2.9M | 3,959 | $374.60 | $738.09 | -$3.2M |