Nitorum Capital, L.P. QGEN — QIAGEN NV

Ownership history in Nitorum Capital, L.P.  ·  6 quarters on record

AI Ownership Summary

Nitorum Capital, L.P. reported QIAGEN NV (QGEN) in 6 quarterly 13F filings from 2025 Q1 through 2026 Q2. Peak portfolio weight reached 4.34% in 2026 Q1. The latest visible filing shows QGEN at 3.86% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this QGEN ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Nitorum Capital, L.P.'s position in QIAGEN NV, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

QGEN was reported at 3.86% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
4.34% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

QGEN stock page Nitorum Capital, L.P. fund profile Nitorum Capital, L.P. full holdings
How Nitorum Capital, L.P. held QGEN — position size vs. price
% of Fund (quarterly)    QGEN price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 144,912 +21,300 +17.2% 3.86% $5.7M 2026-08-14 $42.95
2026 Q1 REDUCED 49.5% -0.6% ✅ 123,612 -121,212 -49.5% 4.34% $4.9M 2026-05-15 $32.69
2025 Q4 REDUCED 5.7% -11.0% ✅ 244,824 -14,762 -5.7% 2.43% $11.0M 2026-02-17 $48.32
2025 Q3 REDUCED 15.7% +2.1% ❌ 259,586 -48,514 -15.7% 2.04% $11.6M 2025-11-14 $43.92
2025 Q2 ADDED — — — 308,100 +198,100 +180.1% 2.20% $14.8M 2025-08-14 $48.52
2025 Q1 INITIATED — — — 110,000 — — 0.62% $4.4M 2025-05-15 $41.65

🏢 Other funds also holding QGEN

As of 2026 Q2 — sorted by position size

Fivespan Partners, LP 24.78% NUANCE INVESTMENTS, LLC 3Y 7Y 10.62% One Fin Capital Management LP 3Y 7Y 5.05% EDENTREE ASSET MANAGEMENT Ltd 3Y 4.05% Helikon Investments Ltd 3Y 3.6% PRENTISS SMITH & CO INC 3Y 7Y 2.82% Sone Capital Management, LLC 2.54% SECTOR GAMMA AS 3Y 7Y 2.44% DNCA FINANCE 1.43% CAISSE DES DEPOTS ET CONSIGNATIONS 0.84%

FAQ About Nitorum Capital, L.P. and QGEN

These are the practical questions this page is built to answer before you even open the full history table.

How long has Nitorum Capital, L.P. reported owning QGEN?

Nitorum Capital, L.P. reported QGEN across 6 quarterly 13F filings, from 2025 Q1 through 2026 Q2.

What was the largest reported QGEN position in Nitorum Capital, L.P.'s portfolio?

The largest reported portfolio weight for QGEN was 4.34% in 2026 Q1.

What is the latest reported QGEN position on this page?

The most recent filing on this page is 2026 Q2, when Nitorum Capital, L.P. reported 144,912 shares, equal to 3.86% of portfolio, with an estimated market value of $5.7M.

What does the chart on this QGEN ownership page compare?

The chart compares Nitorum Capital, L.P.'s quarterly QGEN portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Nitorum Capital, L.P. time their QGEN position?

Based on 13F filing dates vs. subsequent QGEN price moves, Nitorum Capital, L.P. correctly timed 2 out of 5 reported position changes (40%). The annualised alpha on QGEN relative to SPY over the holding period was -18.6%.

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