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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
DOCU
251
DocuSign
DOCU
$11.4B
$2.91M 0.04%
42,213
-526,645
-93% -$26.9M
ALLY icon
252
Ally Financial
ALLY
$13.3B
$2.91M 0.04%
52,568
+27,065
+106% +$1.11M
ULTA icon
253
Ulta Beauty
ULTA
$23.6B
$2.87M 0.04%
5,628
+2,209
+65% +$1.41M
RNG icon
254
RingCentral
RNG
$5.38B
$2.75M 0.03%
51,975
+13,382
+35% +$431K
ILMN icon
255
Illumina
ILMN
$29B
$2.74M 0.03%
22,660
-8,500
-27% -$1.12M
WM icon
256
Waste Management
WM
$90.6B
$2.72M 0.03%
+11,837
New +$2.72M
UAL icon
257
United Airlines
UAL
$40.2B
$2.7M 0.03%
+31,724
New +$3.32M
LMT icon
258
Lockheed Martin
LMT
$139B
$2.67M 0.03%
4,466
+578
+15% +$356K
UPS icon
259
United Parcel Service
UPS
$89.1B
$2.65M 0.03%
27,951
+13,792
+97% +$1.48M
DLR icon
260
Digital Realty Trust
DLR
$70.8B
$2.64M 0.03%
15,061
-1,014
-6% -$173K
ECL icon
261
Ecolab
ECL
$79.7B
$2.56M 0.03%
9,767
-773
-7% -$218K
CMS icon
262
CMS Energy
CMS
$21.7B
$2.51M 0.03%
32,469
-3,139
-9% -$233K
BX icon
263
Blackstone
BX
$113B
$2.43M 0.03%
21,733
+454
+2% +$59.1K
EQT icon
264
EQT Corp
EQT
$33.8B
$2.39M 0.03%
+37,036
New +$2.17M
JLL icon
265
Jones Lang LaSalle
JLL
$16.4B
$2.34M 0.03%
5,394
+3,722
+223% +$1.2M
BOX icon
266
Box
BOX
$4.65B
$2.3M 0.03%
+67,626
New +$1.7M
EXPD icon
267
Expeditors International
EXPD
$23.3B
$2.27M 0.03%
16,032
+7,957
+99% +$1.21M
HIG icon
268
Hartford Financial Services
HIG
$38.7B
$2.26M 0.03%
16,790
-87,271
-84% -$11.9M
LNC icon
269
Lincoln National
LNC
$8.75B
$2.24M 0.03%
45,098
+40,243
+829% +$1.55M
TDC icon
270
Teradata
TDC
$2.58B
$2.24M 0.03%
61,908
+38,128
+160% +$1.11M
NXPI icon
271
NXP Semiconductors
NXPI
$58.9B
$2.23M 0.03%
11,902
-696
-6% -$154K
M icon
272
Macy's
M
$6.55B
$2.21M 0.03%
85,985
+69,231
+413% +$1.4M
FISV
273
Fiserv Inc
FISV
$27.8B
$2.18M 0.03%
39,933
-3,960
-9% -$245K
PEGA icon
274
Pegasystems
PEGA
$5.43B
$2.17M 0.03%
35,820
+31,772
+785% +$1.48M
KEY icon
275
KeyCorp
KEY
$24.3B
$2.17M 0.03%
111,615
– –
9 10
11
12 13

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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.