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@LionCubsFund "Which Lion-Cubs have roared the loudest YTD in 2025 TerraVest Industries $TVK +45.75% Topicus $TOI +42.82% Invisio $IVSO +42.61% Lifco $LIFCO +34.32% Addtech $ADDT +26% Which of your holdings has outperformed this year"
X Link @LionCubsFund 2025-05-13T12:35Z 5032 followers, 6546 engagements

"What are the most hated sectors in the stock market right now From a UK perspective its probably: - Asset Managers e.g. Schroders Liontrust - REITS e.g. British Land Land Securities - Housebuilders e.g. Taylor Wimpey Persimmon - Building Materials e.g. Breedon - Green energy fund e.g Greencoat wind Forsight Solar - Infrastructure funds e.g SEQI HICL Globally maybe unfashionable tech like Snapchat Any others"
X Link @LionCubsFund 2025-09-04T15:25Z 5034 followers, 1821 engagements

"My top XX holdings over XX% of total assets: Lifco $LIFCO Lagercrantz $LAGR Teqnion $TEQ Fortnox $FNOX Cerillion $CER Addtech $ADDT HMS Networks $HMS ChemoMetec $CHEMM Camtek $CAMT Topicus $TOI"
X Link @LionCubsFund 2024-06-10T15:58Z 5034 followers, 5785 engagements

"New-look top-10 as of today: - Lifco - XXXX% - Teqnion - XXXX% - Cerillion - XXXX% - Lagerkrantz - XXXX% - Addtech - XXXX% - Topicus - XXXX% - TerraVest - XXXX% - Momentum Group - XXXX% - MedCap - XXXX% - Lumine Group - 4.61%"
X Link @LionCubsFund 2024-09-09T15:53Z 5032 followers, 4766 engagements

"Performance update for Jan 25: January 2025: +3.27% Annualised Since Inception Dec-21: +9.08% No new outright buys or sells. Top X Winners: - Nova $NVMI - Invisio $IVSO - HMS Networks $HMS Bottom X Laggards: - Manhattan Associates - Aehr Test Systems - MedCap"
X Link @LionCubsFund 2025-02-01T11:45Z 5031 followers, 2682 engagements

"Here is my full portfolio as of end of September 2025: - Camtek $CAMT - XXXXX% - Nova $NVMI - XXXXX% - Momentum Group $MMGR - XXXX% - Topicus $TOI - XXXX% - Lumine Group $LMN - XXXX% - MedCap $MCAP - XXXX% - Lagercrantz $LAGR - XXXX% - Lifco $LIFCO - XXXX% - AddTech $ADDT - XXXX% - Teqnion $TEQ - XXXX% - TerraVest $TVK - XXXX% - Bufab $BUFAB - XXXX% - Judges Scientific $JDG - XXXX% A change this month was exiting Cerillion in order to take advantage of recent drops on Topicus and Lumine Group which felt are more diversified with longer runways. I am close to adding a brand new holding to the"
X Link @LionCubsFund 2025-09-30T13:04Z 5032 followers, 4879 engagements

"X-Ray of Magnificent Seven - Teqnion $TEQ - HMS Networks $HMS - Lifco $LIFCO - Addtech $ADDT - Lagercrantz $LAGR - Vitec Software $VIT - Indutrade $INDT FCF Yld: XXXX% Rev CAGR 5yr: XXXXX% EPS CAGR 5yr: XXXXX% ROCE 5y: XXXXX% Op Margin: XXXXX% Gross Margin: 44.34%"
X Link @LionCubsFund 2024-04-05T09:18Z 5034 followers, 12.5K engagements

"The Lion-Cubs Portfolio Top-10: - Momentum Group $MMGR - XXXX% - Lifco $LIFCO - XXXX% - TerraVest $TVK - XXXX% - Lagerkrantz $LAGR - XXXX% - Teqnion $TEQ - XXXX% - Lumine Group $LMN - XXXX% - ChemoMetec $CHEMM - XXXX% - Topicus $TOI - XXXX% - Judges Scientific $JDG - XXXX% - Addtech $ADDT - 4.59%"
X Link @LionCubsFund 2025-02-05T20:33Z 5032 followers, 13.8K engagements

"🦁 The Lion-Cubs Portfolio - XX March 2025. - Momentum Group $MMGR - XXXX% - Lifco $LIFCO - XXXX% - Judges Scientific $JDG - XXXX% - Lagerkrantz $LAGR - XXXX% - ChemoMetec $CHEMM - XXXX% - Teqnion $TEQ - XXXX% - Invisio $IVSO - XXXX% - TerraVest Industries $TVK - XXXX% - Lumine Group $LMN - XXXX% - Topicus $TOI - XXXX% - AddTech $ADDT - XXXX% - Indutrade $INDT - XXXX% - Bufab $BUFAB - XXXX% - Kadant $KAI - XXXX% - HMS Networks $HMS - XXXX% - Cerillion $CER - XXXX% - Camtek $CAMT - XXXX% - Nova $NVMI - XXXX% - MedCap $MCAP - XXXX% - Manhattan Associates $MANH - XXXX% - Axcelis Technologies"
X Link @LionCubsFund 2025-03-03T10:09Z 5030 followers, 4464 engagements

"My portfolio top-10 as of today: - Momentum Group $MMGR - XXXX% - TerraVest Industries $TVK - XXXX% - Lifco $LIFCO - XXXX% - Topicus $TOI - XXXX% - Lumine Group $LMN - XXXX% - Judges Scientific $JDG - XXXX% - Lagerkrantz $LAGR - XXXX% - ChemoMetec $CHEMM - XXXX% - AddTech $ADDT - XXXX% - Invisio $IVSO - XXXX% - Cerillion $CER - XXXX% Roughly XX% of total assets. Would you change any of these"
X Link @LionCubsFund 2025-05-31T07:49Z 5034 followers, 17.6K engagements

"My portfolio as of today: - Momentum Group $MMGR - XXXX% - Topicus $TOI - XXXX% - Lifco $LIFCO - XXXX% - Camtek $CAMT - XXXX% - Lumine Group $LMN - XXXX% - Lagerkrantz $LAGR - XXXX% - Nova $NVMI - XXXX% - Addtech $ADDT - XXXX% - TerraVest $TVK - XXXX% - MedCap $MCAP - XXXX% - Judges Scientific $JDG - XXXX% - Teqnion $TEQ - XXXX% - Cerillion $CER - XXXX% - Bufab $BUFAB - XXXX% Do you hold any of these"
X Link @LionCubsFund 2025-06-11T13:47Z 5032 followers, 13.2K engagements

"Which of my holdings should I add to at this stage Or do I need to add a new name entirely"
X Link @LionCubsFund 2025-09-19T06:55Z 5032 followers, 2860 engagements

"Is Momentum Group $MMGR a future Lifco or Addtech The Directors Dealings feature on @Stockopedia shows there has been consistent insider buying. I like to see skin in the game Followers of this channel can claim a XX% discount on @Stockopedia by using the code LCS25"
X Link @LionCubsFund 2024-09-07T16:47Z 5034 followers, 2902 engagements

"Camtek now up +103% in the last X months. Apparently it has a short interest of 16%. I hope for their sake these hedge funds opened their shorts at or near current levels. It is now XX% of my fund. $CAMT"
X Link @LionCubsFund 2025-10-14T15:05Z 5034 followers, XXX engagements

"Portfolio update: - Lumine Group $LMN - XXXX% - Momentum Group $MMGR - XXXX% - Teqnion $TEQ - XXXX% - TerraVest $TVK - XXXX% - Lifco $LIFCO - XXXX% - Lagerkrantz $LAGR - XXXX% - ChemoMetec $CHEMM - XXXX% - Cerillion $CER - XXXX% - MedCap $MCAP - XXXX% - Topicus $TOI - XXXX% - Kadant $KAI - XXXX% - Addtech $ADDT - XXXX% - Manhattan Associates $MANH - XXXX% - Camtek $CAMT - XXXX% - Judges Scientific $JDG - XXXX% - HMS Networks $HMS - XXXX% - Bufab $BUFAB - XXXX% - Nova $NVMI - XXXX% - Axcelis Technologies $ACLS - XXXX% - Clinica Baviera $CBAV - XXXX% - Prevas $PREV - XXXX% - Fortnox $FNOX -"
X Link @LionCubsFund 2024-11-28T10:39Z 5034 followers, 16.8K engagements

"My full portfolio as of today: - Momentum Group $MMGR - XXXX% - Camtek $CAMT - XXXX% - Topicus $TOI - XXXX% - Nova $NVMI - XXXX% - Lifco $LIFCO - XXXX% - Lumine Group $LMN - XXXX% - Lagerkrantz $LAGR - XXXX% - Addtech $ADDT - XXXX% - TerraVest $TVK - XXXX% - MedCap $MCAP - XXXX% - Judges Scientific $JDG - XXXX% - Teqnion $TEQ - XXXX% - Bufab $BUFAB - XXXX% - Cerillion $CER - XXXX% What would you change"
X Link @LionCubsFund 2025-06-26T09:12Z 5032 followers, 12.7K engagements

"5 Battered British Businesses I think look interesting right now: - Spirax Group $SPX.L - Croda International $CRDA.L - Burberry $BRBY.L - YouGov $YOU.L - Focusrite $TUNE.L All once market darlings now on negative 5-year returns. Do you hold any of these"
X Link @LionCubsFund 2024-09-04T18:41Z 5032 followers, 3410 engagements

"The 5-year CAGR of the real Magnificent Seven: - Vitec - XXXX% - Teqnion - XXXX% - Addtech - XXXX% - Lagercrantz - XXXX% - Lifco - XXXX% - Indutrade - XXXX% - HMS Networks - XXXX% The invincible NASDAQ $QQQ did XXXX% over the same period"
X Link @LionCubsFund 2024-03-10T07:15Z 5034 followers, 17K engagements

"Here are some high-quality small/mid-caps which are in my investable universe: - Mader Group - Bufab - Croda International - Installed Building Products - Elmos Semiconductor - Elkem - BE Semiconductor - Nova Measuring Instruments - MedCap - Technology One"
X Link @LionCubsFund 2024-02-24T14:40Z 5034 followers, 2321 engagements

"Lots of people asking me why I dont yet own $ROKO. Roko looks like an interesting acquirer but is it better than all the others I have Would buying Roko be better than buying more Bufab Momentum Group Topicus Lagercrantz or Addtech If so why"
X Link @LionCubsFund 2025-07-22T11:13Z 5031 followers, 2919 engagements

"My full portfolio as of now: - Camtek $CAMT - XXXXX% - Nova $NVMI - XXXXX% - Topicus $TOI - XXXX% - Momentum Group $MMGR - XXXX% - Lumine Group $LMN - XXXX% - Lagercrantz $LAGR - XXXX% - Lifco $LIFCO - XXXX% - AddTech $ADDT - XXXX% - MedCap $MCAP - XXXX% - TerraVest Industries $TVK - XXXX% - Teqnion $TEQ - XXXX% - Judges Scientific $JDG - XXXX% - Bufab $BUFAB - XXXX% - Cerillion $CER - XXXX% What would you change"
X Link @LionCubsFund 2025-07-15T15:57Z 5034 followers, 26.5K engagements

"My favourite Italian small/mid-caps: - Carel Industries $CRLM - Brunello Cucinelli $BCUCY - The Italian Sea Group $TISG - Sesa $SES - Recordati $REC - Moncler $MONC - San Lorenzo $SL - Campari $CPR - Cembre $CMB - Technoprobe $TPRO Do you hold any of these"
X Link @LionCubsFund 2024-04-19T14:40Z 5034 followers, 10.4K engagements

"Here is my full portfolio as of today: - Camtek $CAMT - XXXX% - Nova $NVMI - XXXX% - Momentum Group $MMGR - XXXX% - Topicus $TOI - XXXX% - MedCap $MCAP - XXXX% - Lumine Group $LMN - XXXX% - Lagercrantz $LAGR - XXXX% - Addtech $ADDT - XXXX% - Lifco $LIFCO - XXXX% - TerraVest Industries $TVK - XXXX% - Teqnion $TEQ - XXXX% - Bufab $BUFAB - XXXX% - Judges Scientific $JDG - XXXX% - Cerillion $CER - XXXX% No buys or sells since the last announcement"
X Link @LionCubsFund 2025-09-01T09:08Z 5034 followers, 10.7K engagements

"Atoss Software $AOF.DE +44% ROE. Not to be confused with: Atos - $ATO.PA negative XX% ROE #SaintsandSinners"
X Link @LionCubsFund 2024-01-03T18:43Z 5032 followers, 1165 engagements

"Quite big falls for Constellation Software and its constituents like Topicus and Lumine both of which I hold. This seems to be a combination of fears that AI could negatively impact software businesses and also Constellation CEO Mark Leonards resignation due to health reasons. First of all I wish Mark Leonard all the best in making a full recovery from his current health issue. Thoughts with him and his family. Second on my view these are all buying opportunities. Whilst the development of AI Is exciting this could benefit the Constellation universe rather than hinder it. Many businesses and"
X Link @LionCubsFund 2025-09-27T10:51Z 5032 followers, 3199 engagements

"AddTech earnings today proving more palatable to the market than Lifcos yesterday. Up X% currently Glad I backed up the truck last month 💷 $ADDT"
X Link @LionCubsFund 2025-07-15T07:22Z 5034 followers, 3192 engagements

"My two largest holdings are X Israeli semiconductor stocks making up roughly XX% of my entire portfolio: - Nova $NVMI ($9.18bn) - Camtek $CAMT ($4.46bn) Both are picks & shovels plays to the AI/semiconductor boom. They both benefit as demand for higher powered chips increases. What is the bull case for each $NVMI - Makes tools that check chips during production which helps factories avoid mistakes. - Profits from growing demand for AI & cloud chips. - Steady income from software/services. - Serves TSMC Intel Samsung. - Nova is the larger of the two less volatile SP more expensive and more"
X Link @LionCubsFund 2025-09-20T06:27Z 5034 followers, 3391 engagements

"Trees dont grow to the sky. 🌲☁ Here are my all my holdings arranged by market cap in . - Lifco AB $LIFCO - 10.67B - Topicus Inc. $TOI - 5.94B - AddTech AB $ADDT - 5.94B - Lumine Group Inc. $LMN - 5.49B - Nova Ltd. $NVMI - 5.16B - Camtek Ltd. $CAMT - 3.71B - Lagercrantz Group $LAGR - 2.76B - Bufab AB $BUFAB - 1.15B - TerraVest Industries Inc. $TVK - 1.12B - Judges Scientific $JDG - 0.73B - Momentum Group $MMGR - 0.69B - Cerillion $CER - 0.58B - MedCap AB $MCAP - 0.47B - Teqnion AB $TEQ - 0.23B Which of these could be a 100-bagger from here"
X Link @LionCubsFund 2025-07-25T09:18Z 5034 followers, 8639 engagements