We are live on ! Find out more
VIM

Vinva Investment Management Portfolio holdings

AUM $8.07B
1-Year Est. Return 29.46%
This Fund
S&P 500
This Quarter Est. Return
+15.33%
1 Year Est. Return
+29.46%
3 Year Est. Return
+116.68%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$3.85B
AUM Growth
+$1.33B
Cap. Flow
+$917M
Cap. Flow %
23.85%
Top 10 Hldgs %
34.38%
Holding
449
New
69
Increased
250
Reduced
80
Closed
49

Top Buys

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$59.5M
2
NVDA icon
NVIDIA
NVDA
+$59.3M
3
MSFT icon
Microsoft
MSFT
+$59.1M
4
AMZN icon
Amazon
AMZN
+$33.9M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$20.3M

Top Sells

Rank Stock Value
1
BAH icon
Booz Allen Hamilton
BAH
+$12.7M
2
EXPE icon
Expedia Group
EXPE
+$10.5M
3
OVV icon
Ovintiv
OVV
+$9.06M
4
SSNC icon
SS&C Technologies
SSNC
+$6.77M
5
PINS icon
Pinterest
PINS
+$6.73M

Sector Composition

Rank Sector Weight
1 Technology 35.78%
2 Financials 17.13%
3 Consumer Discretionary 11.66%
4 Healthcare 10.27%
5 Communication Services 7.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SO icon
226
Southern Company
SO
$106B
$2.39M 0.06%
26,340
+4,915
+23% +$441K
HIG icon
227
Hartford Financial Services
HIG
$38.4B
$2.39M 0.06%
19,171
+4,844
+34% +$602K
CAH icon
228
Cardinal Health
CAH
$56.1B
$2.37M 0.06%
14,533
+12,421
+588% +$1.84M
NDAQ icon
229
Nasdaq
NDAQ
$53.4B
$2.33M 0.06%
+26,123
New +$2.09M
FITB
230
Fifth Third Bancorp
FITB
$52.1B
$2.33M 0.06%
+56,044
New +$2.1M
A icon
231
Agilent Technologies
A
$42.2B
$2.32M 0.06%
19,466
+5,135
+36% +$569K
RMD icon
232
ResMed
RMD
$32.3B
$2.32M 0.06%
9,081
-981
-10% -$234K
DDOG icon
233
Datadog
DDOG
$90.1B
$2.26M 0.06%
17,138
+10,361
+153% +$1.15M
NOC icon
234
Northrop Grumman
NOC
$81.9B
$2.19M 0.06%
4,427
+1,063
+32% +$523K
NXPI icon
235
NXP Semiconductors
NXPI
$59.3B
$2.19M 0.06%
10,069
-88
-0.9% -$17.2K
KMB icon
236
Kimberly-Clark
KMB
$35.8B
$2.17M 0.06%
16,977
-122
-0.7% -$16.5K
VICI icon
237
VICI Properties
VICI
$28.7B
$2.15M 0.06%
66,512
+12,748
+24% +$406K
DVN icon
238
Devon Energy
DVN
$50B
$2.1M 0.05%
65,002
-9,842
-13% -$313K
TAP icon
239
Molson Coors Class B
TAP
$7.83B
$2.08M 0.05%
43,828
-37,594
-46% -$2.07M
IT icon
240
Gartner
IT
$11.8B
$2.05M 0.05%
5,100
+852
+20% +$357K
CEG icon
241
Constellation Energy
CEG
$98.4B
$1.99M 0.05%
6,224
-2,112
-25% -$559K
HOOD icon
242
Robinhood
HOOD
$84.4B
$1.96M 0.05%
24,942
-6,146
-20% -$364K
SSNC icon
243
SS&C Technologies
SSNC
$18.8B
$1.95M 0.05%
23,807
-86,162
-78% -$6.77M
AVB icon
244
AvalonBay Communities
AVB
$26.2B
$1.94M 0.05%
9,494
+2,208
+30% +$452K
LMT icon
245
Lockheed Martin
LMT
$137B
$1.92M 0.05%
4,177
+3,671
+725% +$1.72M
MTB icon
246
M&T Bank
MTB
$36.5B
$1.88M 0.05%
9,722
+4,644
+91% +$819K
DD icon
247
DuPont de Nemours
DD
$19.4B
$1.83M 0.05%
21,185
+3,287
+18% +$273K
L icon
248
Loews
L
$23.2B
$1.82M 0.05%
20,101
-2,697
-12% -$237K
CNC icon
249
Centene
CNC
$32.5B
$1.82M 0.05%
33,650
+6,944
+26% +$407K
FDX icon
250
FedEx
FDX
$76.1B
$1.78M 0.05%
7,767
+2,646
+52% +$579K
8 9
10
11 12

Similar funds

FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return
WA
Whitebox Advisors Minneapolis, Minnesota $8.12B AUM 15.82% 1-Year Est. Return
EGM
Engineers Gate Manager New York $8B AUM 17.32% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return
CMTU
Capital Markets Trading (UK) London, United Kingdom $7.95B AUM 85.98% 1-Year Est. Return
PC
PointState Capital New York $7.9B AUM 42.31% 1-Year Est. Return

Vinva Investment Management's Q2 2025 Portfolio in Review

As of Q2 2025, Vinva Investment Management held 449 positions worth $3.85B, up 53% from $2.52B the previous quarter. Its ten largest holdings account for 34% of the portfolio.

Vinva Investment Management deployed $917M of net new capital in Q2 2025, opening 69 new positions and adding to 250 existing holdings. Its largest new stake was Biogen: 58,862 shares worth $7.42M.

By sector, the portfolio is most concentrated in Technology at 36% of assets, up from 33% a quarter earlier, followed by Financials and Consumer Discretionary.

On the sell side, the largest reduction was Booz Allen Hamilton, an estimated $12.7M trimmed.

  • Vinva Investment Management's largest Q2 2025 buy was Biogen: 58,862 shares worth $7.42M.
  • Vinva Investment Management added most to Apple in Q2 2025, an estimated $59.5M increase.
  • Vinva Investment Management's biggest Q2 2025 reduction was Booz Allen Hamilton, cutting an estimated $12.7M.
  • Vinva Investment Management fully exited Delta Air Lines in Q2 2025, selling an estimated $5.03M.
  • Vinva Investment Management's ten largest holdings make up 34% of its $3.85B portfolio in Q2 2025.
  • Vinva Investment Management opened 69 new positions and closed 49 in Q2 2025.
  • Vinva Investment Management's portfolio value rose 53% quarter-over-quarter to $3.85B.

Based on Vinva Investment Management's 13F filing for Q2 2025, filed 13 Aug 2025.