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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
+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
TROW icon
276
T. Rowe Price
TROW
$24.4B
$1.41M 0.04%
14,673
-29,472
-67% -$2.71M
PWR icon
277
Quanta Services
PWR
$100B
$1.41M 0.04%
+3,686
New +$1.18M
RF icon
278
Regions Financial
RF
$26.8B
$1.39M 0.04%
+59,635
New +$1.26M
OKTA icon
279
Okta
OKTA
$26.1B
$1.37M 0.04%
13,957
-26,694
-66% -$2.85M
ED icon
280
Consolidated Edison
ED
$39.5B
$1.36M 0.04%
13,819
-23,124
-63% -$2.45M
MMM icon
281
3M
MMM
$94.7B
$1.32M 0.03%
8,678
-1,428
-14% -$204K
TDY icon
282
Teledyne Technologies
TDY
$31.5B
$1.31M 0.03%
2,566
+692
+37% +$334K
IBM icon
283
IBM
IBM
$226B
$1.28M 0.03%
4,422
+2,187
+98% +$563K
EIX icon
284
Edison International
EIX
$26.6B
$1.28M 0.03%
25,094
-5,400
-18% -$296K
AWK icon
285
American Water Works
AWK
$26.6B
$1.25M 0.03%
9,085
+242
+3% +$34.7K
ESS icon
286
Essex Property Trust
ESS
$18.2B
$1.24M 0.03%
4,346
+2,255
+108% +$633K
PM icon
287
Philip Morris
PM
$291B
$1.23M 0.03%
+6,771
New +$1.16M
TOST icon
288
Toast
TOST
$20.6B
$1.22M 0.03%
27,690
+5,106
+23% +$201K
PHM icon
289
Pultegroup
PHM
$25.2B
$1.2M 0.03%
11,346
-49,320
-81% -$4.97M
PNR icon
290
Pentair
PNR
$10.7B
$1.16M 0.03%
11,151
+7,321
+191% +$684K
PFG icon
291
Principal Financial Group
PFG
$24.2B
$1.15M 0.03%
14,534
+409
+3% +$31.4K
ZBH icon
292
Zimmer Biomet
ZBH
$18.6B
$1.14M 0.03%
12,514
+3,759
+43% +$363K
COIN icon
293
Coinbase
COIN
$39B
$1.1M 0.03%
3,108
-5,121
-62% -$1.2M
BR icon
294
Broadridge
BR
$19.7B
$1.09M 0.03%
4,565
+3,477
+320% +$826K
PEGA icon
295
Pegasystems
PEGA
$5.45B
$1.03M 0.03%
+12,628
New +$572K
DRI icon
296
Darden Restaurants
DRI
$24.9B
$1.03M 0.03%
+4,763
New +$989K
IVZ icon
297
Invesco
IVZ
$13.9B
$1.01M 0.03%
42,052
-6,084
-13% -$87.4K
JXN icon
298
Jackson Financial
JXN
$8.84B
$1.01M 0.03%
7,333
+3,938
+116% +$319K
DOCU
299
DocuSign
DOCU
$11.4B
$1M 0.03%
13,140
-5,653
-30% -$457K
CART icon
300
Maplebear
CART
$11.4B
$998K 0.03%
14,525
-4,209
-22% -$183K
10 11
12
13 14

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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.