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VIM

Vinva Investment Management Portfolio holdings

AUM $8.07B
1-Year Est. Return 29.46%
This Fund
S&P 500
This Quarter Est. Return
-2.89%
1 Year Est. Return
+29.46%
3 Year Est. Return
+116.68%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$8.07B
AUM Growth
+$44.2M
Cap. Flow
+$58.4B
Cap. Flow %
724.12%
Top 10 Hldgs %
33.3%
Holding
508
New
112
Increased
204
Reduced
112
Closed
73

Top Buys

Rank Stock Value
1
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$57.7B
2
GOOG icon
Alphabet (Google) Class C
GOOG
+$213M
3
CL icon
Colgate-Palmolive
CL
+$92.5M
4
ATS icon
ATS Corp
ATS
+$62.8M
5
BR icon
Broadridge
BR
+$43.4M

Top Sells

Rank Stock Value
1
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$183M
2
SYF icon
Synchrony
SYF
+$40.9M
3
WDC icon
Western Digital
WDC
+$37.2M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$34.9M
5
SE icon
Sea Limited
SE
+$29.4M

Sector Composition

Rank Sector Weight
1 Technology 34.89%
2 Financials 14.38%
3 Consumer Discretionary 10.9%
4 Healthcare 10.22%
5 Communication Services 9.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NVDA icon
1
NVIDIA
NVDA
$4.91T
$570M 7.06%
3,450,141
+235,053
+7% +$43.1M
AAPL icon
2
Apple
AAPL
$4.9T
$513M 6.36%
2,080,355
+117,752
+6% +$30.6M
MSFT icon
3
Microsoft
MSFT
$2.93T
$355M 4.4%
989,866
+80,932
+9% +$33.9M
AMZN icon
4
Amazon
AMZN
$2.66T
$271M 3.36%
1,348,782
+69,701
+5% +$15.3M
GOOGL icon
5
Alphabet (Google) Class A
GOOGL
$4.23T
$224M 2.78%
820,298
-581,656
-41% -$183M
AVGO icon
6
Broadcom
AVGO
$1.76T
$188M 2.33%
640,029
+32,187
+5% +$10.6M
GOOG icon
7
Alphabet (Google) Class C
GOOG
$4.22T
$185M 2.29%
+677,435
New +$213M
META icon
8
Meta Platforms (Facebook)
META
$1.64T
$167M 2.07%
311,142
+10,085
+3% +$6.46M
JPM icon
9
JPMorgan Chase
JPM
$907B
$110M 1.36%
385,940
+64,717
+20% +$19.6M
TSLA icon
10
Tesla
TSLA
$1.43T
$104M 1.29%
292,738
-4,958
-2% -$2.04M
CL icon
11
Colgate-Palmolive
CL
$74.4B
$102M 1.26%
1,176,008
+1,037,795
+751% +$92.5M
LLY icon
12
Eli Lilly
LLY
$1.05T
$96.5M 1.2%
108,892
+11,309
+12% +$11.5M
MSCI icon
13
MSCI
MSCI
$45.8B
$81.4M 1.01%
152,260
+26,905
+21% +$15.2M
TPR icon
14
Tapestry
TPR
$28.6B
$75.5M 0.94%
544,596
+37,859
+7% +$5.37M
V icon
15
Visa
V
$682B
$74.7M 0.93%
249,316
+3,412
+1% +$1.1M
MA icon
16
Mastercard
MA
$480B
$73.1M 0.91%
147,968
-9,590
-6% -$5.05M
WMT icon
17
Walmart Inc
WMT
$909B
$68.9M 0.85%
557,893
+29,373
+6% +$3.61M
DVN icon
18
Devon Energy
DVN
$50.6B
$68.5M 0.85%
1,326,747
+69,950
+6% +$3M
JBL icon
19
Jabil
JBL
$31.5B
$64.2M 0.8%
257,130
+4,361
+2% +$1.1M
EXPE icon
20
Expedia Group
EXPE
$32.3B
$60.3M 0.75%
262,460
+67,866
+35% +$16.7M
CBOE icon
21
Cboe Global Markets
CBOE
$28.6B
$58.5M 0.73%
206,716
+86,777
+72% +$24.2M
ABBV icon
22
AbbVie
ABBV
$450B
$58.1M 0.72%
272,567
+32,537
+14% +$7.22M
BMY icon
23
Bristol-Myers Squibb
BMY
$124B
$57.7M 0.71%
965,241
+26,900
+3% +$1.57M
NFLX icon
24
Netflix
NFLX
$290B
$57M 0.71%
612,775
+56,761
+10% +$5M
ADSK icon
25
Autodesk
ADSK
$46.1B
$56.6M 0.7%
239,665
+63,705
+36% +$16M
1
2 3 4 5

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Vinva Investment Management's Q1 2026 Portfolio in Review

As of Q1 2026, Vinva Investment Management held 508 positions worth $8.07B, up 0.55% from $8.02B the previous quarter. Its ten largest holdings account for 33% of the portfolio.

Vinva Investment Management deployed $58.4B of net new capital in Q1 2026, opening 112 new positions and adding to 204 existing holdings. Its largest new stake was Berkshire Hathaway Class A: 78,327 shares worth $37.2M.

By sector, the portfolio is most concentrated in Technology at 35% of assets, down from 37% a quarter earlier, followed by Financials and Consumer Discretionary.

On the sell side, the largest reduction was Alphabet (Google) Class A, an estimated $183M trimmed.

  • Vinva Investment Management's largest Q1 2026 buy was Berkshire Hathaway Class A: 78,327 shares worth $37.2M.
  • Vinva Investment Management added most to Colgate-Palmolive in Q1 2026, an estimated $92.5M increase.
  • Vinva Investment Management's biggest Q1 2026 reduction was Alphabet (Google) Class A, cutting an estimated $183M.
  • Vinva Investment Management fully exited Berkshire Hathaway Class B in Q1 2026, selling an estimated $34.9M.
  • Vinva Investment Management's ten largest holdings make up 33% of its $8.07B portfolio in Q1 2026.
  • Vinva Investment Management opened 112 new positions and closed 73 in Q1 2026.
  • Vinva Investment Management's portfolio value rose 0.55% quarter-over-quarter to $8.07B.

Based on Vinva Investment Management's 13F filing for Q1 2026, filed 14 May 2026.