MVM Partners, LLC
Portfolio value QoQ: -82.2% 13F does not disclose cash
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 0.0% Est. buys $0 · sells $0
Median holding: 1.0 quarters Tracked Q1 2025–Q2 2026 · 33.3% still held
Performance vs S&P 500
Annualized: -81.2% · S&P 500: +21.7%
Approximates a buy-and-hold portfolio built from quarterly SEC 13F snapshots. Excludes cash, short positions, options/derivatives, and non-13(f) securities — reflects the disclosed long-equity book only, not total fund AUM. SEC filing lag is up to 45 days; this is not a real-time-copyable timing.
Sector breakdown
Full portfolio 1 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| MDXH | $1,911,206 | 100.00% | 4,700,457 | $-8,852,841 | |||
| No matches | |||||||
Exited positions
Includes corporate events (mergers, delistings) — not all exits are sells
Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.
| Security | Quarter | Shares before | Value before | Price since exit |
|---|---|---|---|---|
| FNA | June 30, 2025 | 4,854,882 | $63,380,485 | No longer tracked |
| OPTN | June 30, 2025 | 973,684 | $8,909,209 | No longer tracked |