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[@LionCubsFund](/creator/twitter/LionCubsFund)
"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](https://x.com/LionCubsFund/status/1832460615215874177) [@LionCubsFund](/creator/x/LionCubsFund) 2024-09-07T16:47Z 5036 followers, 2906 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](https://x.com/LionCubsFund/status/1962442327080812894) [@LionCubsFund](/creator/x/LionCubsFund) 2025-09-01T09:08Z 5036 followers, 10.7K 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](https://x.com/LionCubsFund/status/1947615911952978301) [@LionCubsFund](/creator/x/LionCubsFund) 2025-07-22T11:13Z 5037 followers, 2933 engagements


"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](https://x.com/LionCubsFund/status/1922269447131144475) [@LionCubsFund](/creator/x/LionCubsFund) 2025-05-13T12:35Z 5036 followers, 6551 engagements


"@ZiaYusufUK Would be interesting g if Reform committed to reversing such a move. Would anybody withdraw before the next GE 🤣"  
[X Link](https://x.com/LionCubsFund/status/1979889301770141856) [@LionCubsFund](/creator/x/LionCubsFund) 2025-10-19T12:36Z 5036 followers, XXX 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](https://x.com/LionCubsFund/status/1833171991689371816) [@LionCubsFund](/creator/x/LionCubsFund) 2024-09-09T15:53Z 5035 followers, 4767 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](https://x.com/LionCubsFund/status/1885655672697524227) [@LionCubsFund](/creator/x/LionCubsFund) 2025-02-01T11:45Z 5036 followers, 2683 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](https://x.com/LionCubsFund/status/1896503189291016356) [@LionCubsFund](/creator/x/LionCubsFund) 2025-03-03T10:09Z 5038 followers, 4466 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](https://x.com/LionCubsFund/status/1932796843601035430) [@LionCubsFund](/creator/x/LionCubsFund) 2025-06-11T13:47Z 5037 followers, 13.2K 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](https://x.com/LionCubsFund/status/1938163499013706181) [@LionCubsFund](/creator/x/LionCubsFund) 2025-06-26T09:12Z 5037 followers, 12.7K 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](https://x.com/LionCubsFund/status/1945021184455635421) [@LionCubsFund](/creator/x/LionCubsFund) 2025-07-15T07:22Z 5035 followers, 3201 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](https://x.com/LionCubsFund/status/1978114941799256488) [@LionCubsFund](/creator/x/LionCubsFund) 2025-10-14T15:05Z 5037 followers, XXX engagements


"@AyoubKhanMP Its hard to pinpoint exactly what an integration test would consist of. Yet its pretty obvious that those calling for Jews not to be allowed into football matches have failed it"  
[X Link](https://x.com/LionCubsFund/status/1979229537255698698) [@LionCubsFund](/creator/x/LionCubsFund) 2025-10-17T16:54Z 5035 followers, XXX engagements


"The bombed-out UK market is tipped to out-perform over the next decade. Heres some high-quality mid-caps Im researching: - Intertek - Burberry - IHG - Greggs - Croda International - Games Workshop - Halma - Diploma - Howden Joinery Do you hold any of these"  
[X Link](https://x.com/LionCubsFund/status/1754977038069313700) [@LionCubsFund](/creator/x/LionCubsFund) 2024-02-06T21:15Z 5037 followers, 10.1K engagements


"Here are some of my favourite high-quality Italian companies: - Ferrari - Moncler - Carel Industries - Campari - Technoprobe - Recordati - Sesa - DiaSorin - Cembre Do you hold any of these"  
[X Link](https://x.com/LionCubsFund/status/1764267670306787790) [@LionCubsFund](/creator/x/LionCubsFund) 2024-03-03T12:32Z 5037 followers, 2926 engagements


"YTD Performance of the Magnificent Seven: - AddTech +50.93% - Lagerkrantz +35.86% - Lifco +30.76% - Indutrade +19.48% - Vitec Software -XXXX% - HMS Networks -XXXXX% - Teqnion -XXXXX% Do you hold any of these"  
[X Link](https://x.com/LionCubsFund/status/1827672235563237601) [@LionCubsFund](/creator/x/LionCubsFund) 2024-08-25T11:39Z 5037 followers, 6043 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](https://x.com/LionCubsFund/status/1887238114403299707) [@LionCubsFund](/creator/x/LionCubsFund) 2025-02-05T20:33Z 5037 followers, 13.8K 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](https://x.com/LionCubsFund/status/1945150645297709538) [@LionCubsFund](/creator/x/LionCubsFund) 2025-07-15T15:57Z 5038 followers, 26.5K 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](https://x.com/LionCubsFund/status/1969287403945775603) [@LionCubsFund](/creator/x/LionCubsFund) 2025-09-20T06:27Z 5037 followers, 4120 engagements


"My UK holdings: - Cerillion $CER.L - YouGov $YOU.L - Calnex $CLX.L - Judges Scientific $JDG.L - Kainos $KNOS.L - Focusrite $TUNE.L - SDI Group $SDI.L - Spectra Systems $SPSY.L - Bytes Technology $BYIT.L - Oxford Instruments $OXIG.L Which ones do you hold"  
[X Link](https://x.com/LionCubsFund/status/1777384645044158718) [@LionCubsFund](/creator/x/LionCubsFund) 2024-04-08T17:14Z 5038 followers, 8411 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](https://x.com/LionCubsFund/status/1781331942610178263) [@LionCubsFund](/creator/x/LionCubsFund) 2024-04-19T14:40Z 5038 followers, 10.4K 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](https://x.com/LionCubsFund/status/1831402114712834493) [@LionCubsFund](/creator/x/LionCubsFund) 2024-09-04T18:41Z 5038 followers, 3422 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](https://x.com/LionCubsFund/status/1928720569903767877) [@LionCubsFund](/creator/x/LionCubsFund) 2025-05-31T07:49Z 5038 followers, 17.6K engagements


"Fundsmiths top-10 has a lot of high-quality yet temporarily out-of-favour (E.g. $NVO $OR.PA $IDXX & $WAT) or high-quality but just plain dull ( $PM $VISA $ADP) businesses. Terry Smith certainly cant be accused of index hugging"  
[X Link](https://x.com/LionCubsFund/status/1929959840287236156) [@LionCubsFund](/creator/x/LionCubsFund) 2025-06-03T17:54Z 5038 followers, 2545 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](https://x.com/LionCubsFund/status/1973011123419947064) [@LionCubsFund](/creator/x/LionCubsFund) 2025-09-30T13:04Z 5038 followers, 4977 engagements


"Looking for high ROCE stocks to put in your Great British ISA - Howden Joinery $HWDN.L XXXX% - Rightmove $RMV.L XXXXX% - Auto-Trader $AUTO.L XXXX% - Dominos Pizza $DOM.L XXXX% - Greggs $GRG.L XXXX% - Experian $EXPN.L XXXX% - Relx $REL.L XXXX% What else"  
[X Link](https://x.com/LionCubsFund/status/1766414631357010343) [@LionCubsFund](/creator/x/LionCubsFund) 2024-03-09T10:44Z 5037 followers, 4130 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](https://x.com/LionCubsFund/status/1776177515259728232) [@LionCubsFund](/creator/x/LionCubsFund) 2024-04-05T09:18Z 5037 followers, 12.5K 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](https://x.com/LionCubsFund/status/1948674264829231162) [@LionCubsFund](/creator/x/LionCubsFund) 2025-07-25T09:18Z 5037 followers, 8655 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](https://x.com/LionCubsFund/status/1963624577495408763) [@LionCubsFund](/creator/x/LionCubsFund) 2025-09-04T15:25Z 5037 followers, 1825 engagements


"Which of my holdings should I add to at this stage Or do I need to add a new name entirely"  
[X Link](https://x.com/LionCubsFund/status/1968931826736431530) [@LionCubsFund](/creator/x/LionCubsFund) 2025-09-19T06:55Z 5037 followers, 2873 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](https://x.com/LionCubsFund/status/1971890528905003026) [@LionCubsFund](/creator/x/LionCubsFund) 2025-09-27T10:51Z 5037 followers, 3222 engagements


"@grok @DPJHodges @LoftusSteve Wow"  
[X Link](https://x.com/LionCubsFund/status/1980246601399718073) [@LionCubsFund](/creator/x/LionCubsFund) 2025-10-20T12:15Z 5036 followers, XX engagements


"@ZiaYusufUK If Farage is Messi then Zia Kruger and Orr are Xavi Iniesta and Busquets"  
[X Link](https://x.com/LionCubsFund/status/1979932455193751992) [@LionCubsFund](/creator/x/LionCubsFund) 2025-10-19T15:27Z 5036 followers, 6770 engagements


"I have initiating a new holding in the Lion-Cubs Fund: ROKO $ROKO Roko is another serial acquirer headquartered in Sweden and owns a number of promising subsidiaries across Europe. Followers/holders of Lifco may know the ROKO founder and CEO Fredrik Karlsson was formerly the CEO of Lifco. And hopefully will achieve similarly stellar things at Roko. Welcome to the Cubs"  
[X Link](https://x.com/LionCubsFund/status/1980287138144174233) [@LionCubsFund](/creator/x/LionCubsFund) 2025-10-20T14:57Z 5036 followers, XXX engagements