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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
RMD icon
226
ResMed
RMD
$31.9B
$4.24M 0.05%
19,291
+3,820
+25% +$952K
VRTX icon
227
Vertex Pharmaceuticals
VRTX
$133B
$4.22M 0.05%
9,531
-1,407
-13% -$656K
EXE
228
Expand Energy Corp
EXE
$22.6B
$4.12M 0.05%
+36,930
New +$3.94M
NRG icon
229
NRG Energy
NRG
$25B
$4.09M 0.05%
28,971
+4,271
+17% +$672K
INTC icon
230
Intel
INTC
$492B
$4.03M 0.05%
102,088
+8,562
+9% +$392K
Q
231
Qnity Electronics Inc
Q
$28.1B
$3.87M 0.05%
+36,085
New +$3.83M
BSVN icon
232
Bank7 Corp
BSVN
$482M
$3.75M 0.05%
+18,627
New +$788K
PPL
233
PPL Corp
PPL
$26.3B
$3.64M 0.05%
95,652
+86,269
+919% +$3.18M
USB icon
234
US Bancorp
USB
$100B
$3.63M 0.05%
71,304
-66,445
-48% -$3.65M
SBAC icon
235
SBA Communications
SBAC
$19.2B
$3.58M 0.04%
21,064
-16,594
-44% -$3.11M
SNOW icon
236
Snowflake
SNOW
$116B
$3.48M 0.04%
22,616
-1,926
-8% -$356K
VST icon
237
Vistra
VST
$48.2B
$3.38M 0.04%
+22,913
New +$3.71M
IT icon
238
Gartner
IT
$12.2B
$3.37M 0.04%
+21,152
New +$3.89M
STT icon
239
State Street
STT
$51.3B
$3.35M 0.04%
27,145
-72,169
-73% -$9.23M
COHR icon
240
Coherent
COHR
$63.6B
$3.33M 0.04%
+15,158
New +$3.47M
NOC icon
241
Northrop Grumman
NOC
$82.1B
$3.33M 0.04%
4,956
+241
+5% +$167K
ALAB icon
242
Astera Labs
ALAB
$55B
$3.31M 0.04%
32,985
+21,865
+197% +$3.11M
VIPS icon
243
Vipshop
VIPS
$7.4B
$3.3M 0.04%
206,006
– –
TDY icon
244
Teledyne Technologies
TDY
$32B
$3.22M 0.04%
+5,512
New +$3.44M
OVV icon
245
Ovintiv
OVV
$17.6B
$3.19M 0.04%
36,000
+7,959
+28% +$384K
IBM icon
246
IBM
IBM
$223B
$3.13M 0.04%
13,191
+8,435
+177% +$2.28M
ES icon
247
Eversource Energy
ES
$26.8B
$3.05M 0.04%
44,600
+21,892
+96% +$1.55M
EXEL icon
248
Exelixis
EXEL
$13.1B
$3.01M 0.04%
49,204
+23,571
+92% +$1.01M
JAZZ icon
249
Jazz Pharmaceuticals
JAZZ
$16.7B
$2.98M 0.04%
11,142
+7,043
+172% +$1.23M
HALO icon
250
Halozyme
HALO
$12.2B
$2.91M 0.04%
32,126
+15,315
+91% +$1.08M
8 9
10
11 12

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CCM
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WA
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EGM
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CMTU
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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.