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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
AEE icon
301
Ameren
AEE
$29.6B
$1.71M 0.02%
+15,591
New +$1.67M
STE icon
302
Steris
STE
$23.3B
$1.71M 0.02%
7,780
-7,125
-48% -$1.74M
GAP
303
The Gap Inc
GAP
$7.74B
$1.7M 0.02%
48,984
+20,473
+72% +$542K
NXTT icon
304
Next Technology
NXTT
$9.65M
$1.7M 0.02%
+194
New +$80.2K
NVT icon
305
nVent Electric
NVT
$26.3B
$1.7M 0.02%
+10,323
New +$1.17M
APA icon
306
APA Corp
APA
$14.4B
$1.69M 0.02%
+26,414
New +$799K
PNR icon
307
Pentair
PNR
$10.7B
$1.68M 0.02%
19,961
-58,380
-75% -$5.72M
JBHT icon
308
JB Hunt Transport Services
JBHT
$25B
$1.62M 0.02%
7,904
+6,302
+393% +$1.34M
LHX icon
309
L3Harris
LHX
$54B
$1.52M 0.02%
4,484
-2,613
-37% -$913K
WELL icon
310
Welltower
WELL
$169B
$1.45M 0.02%
7,431
+3,254
+78% +$643K
CHTR icon
311
Charter Communications
CHTR
$18.3B
$1.4M 0.02%
+6,335
New +$1.37M
GD icon
312
General Dynamics
GD
$107B
$1.4M 0.02%
4,106
+58
+1% +$20.6K
DBX icon
313
Dropbox
DBX
$8.07B
$1.32M 0.02%
+40,123
New +$1.02M
BURL icon
314
Burlington
BURL
$23.4B
$1.3M 0.02%
+4,146
New +$1.27M
CMI icon
315
Cummins
CMI
$87.4B
$1.29M 0.02%
+2,527
New +$1.43M
ACU icon
316
Acme United Corp
ACU
$217M
$1.27M 0.02%
+4,283
New +$186K
SNDK
317
Sandisk
SNDK
$181B
$1.23M 0.02%
1,477
-489
-25% -$276K
VTRS icon
318
Viatris
VTRS
$18.7B
$1.23M 0.02%
65,231
-30,994
-32% -$434K
CARG icon
319
CarGurus
CARG
$3.35B
$1.2M 0.01%
23,267
+1,013
+5% +$33.2K
MCD icon
320
McDonald's
MCD
$194B
$1.2M 0.01%
3,881
-1,692
-30% -$539K
CVX icon
321
Chevron
CVX
$382B
$1.19M 0.01%
5,660
-463
-8% -$84.4K
JCI icon
322
Johnson Controls International
JCI
$91.3B
$1.19M 0.01%
+9,388
New +$1.21M
FIVN icon
323
FIVE9
FIVN
$2.58B
$1.18M 0.01%
54,851
+33,076
+152% +$575K
DELL icon
324
Dell
DELL
$296B
$1.16M 0.01%
7,068
+4,827
+215% +$643K
JEF icon
325
Jefferies Financial Group
JEF
$12.8B
$1.15M 0.01%
+19,971
New +$1.04M
11 12
13
14 15

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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.