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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
+4.92%
1 Year Est. Return
+29.46%
3 Year Est. Return
+116.68%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$8.02B
AUM Growth
+$2.91B
Cap. Flow
+$2.64B
Cap. Flow %
32.96%
Top 10 Hldgs %
38.36%
Holding
479
New
58
Increased
251
Reduced
87
Closed
83

Top Buys

Rank Stock Value
1
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$258M
2
META icon
Meta Platforms (Facebook)
META
+$201M
3
NVDA icon
NVIDIA
NVDA
+$195M
4
AAPL icon
Apple
AAPL
+$187M
5
MSFT icon
Microsoft
MSFT
+$161M

Top Sells

Rank Stock Value
1
CASH icon
Pathward Financial
CASH
+$140M
2
GOOG icon
Alphabet (Google) Class C
GOOG
+$104M
3
AKAM icon
Akamai
AKAM
+$25.2M
4
CCK icon
Crown Holdings
CCK
+$23.8M
5
MAS icon
Masco
MAS
+$22.6M

Sector Composition

Rank Sector Weight
1 Technology 37.45%
2 Financials 15.22%
3 Consumer Discretionary 11.24%
4 Communication Services 11.12%
5 Healthcare 10.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
THC icon
326
Tenet Healthcare
THC
$20.9B
$691K 0.01%
2,300
+592
+35% +$120K
HPQ icon
327
HP
HPQ
$26.6B
$666K 0.01%
+29,068
New +$741K
FIVN icon
328
FIVE9
FIVN
$2.44B
$650K 0.01%
21,775
+4,998
+30% +$106K
DDOG icon
329
Datadog
DDOG
$88.6B
$646K 0.01%
4,699
-19,614
-81% -$3.1M
ZD icon
330
Ziff Davis
ZD
$1.97B
$645K 0.01%
+12,139
New +$423K
BMRN icon
331
BioMarin Pharmaceuticals
BMRN
$13.5B
$636K 0.01%
7,222
-91,181
-93% -$4.96M
ETSY icon
332
Etsy
ETSY
$7.29B
$620K 0.01%
7,505
-4,420
-37% -$270K
PHR icon
333
Phreesia
PHR
$758M
$606K 0.01%
23,846
+5,643
+31% +$116K
IVZ icon
334
Invesco
IVZ
$13.8B
$598K 0.01%
15,136
-15,864
-51% -$387K
QRVO icon
335
Qorvo
QRVO
$8.53B
$562K 0.01%
4,392
-3,946
-47% -$348K
VLY icon
336
Valley National Bancorp
VLY
$8.16B
$562K 0.01%
31,968
+2,446
+8% +$27.1K
M icon
337
Macy's
M
$6.45B
$554K 0.01%
16,754
+9,460
+130% +$194K
XYL icon
338
Xylem
XYL
$28.8B
$550K 0.01%
3,994
-988
-20% -$142K
AA icon
339
Alcoa
AA
$14.3B
$548K 0.01%
+6,747
New +$276K
SRE icon
340
Sempra
SRE
$55.9B
$545K 0.01%
+6,112
New +$557K
HON icon
341
Honeywell
HON
$72.9B
$543K 0.01%
2,767
-322
-10% -$63K
AKAM icon
342
Akamai
AKAM
$16.8B
$534K 0.01%
4,066
-306,251
-99% -$25.2M
KKR icon
343
KKR & Co
KKR
$99.6B
$527K 0.01%
4,098
-1,259
-24% -$157K
DG icon
344
Dollar General
DG
$26.5B
$511K 0.01%
3,759
-8,712
-70% -$972K
ALIT icon
345
Alight
ALIT
$364M
$506K 0.01%
8,604
+30
+0.3% +$1.49K
ZYME icon
346
Zymeworks
ZYME
$1.73B
$484K 0.01%
12,216
-2,378
-16% -$51.9K
DXC icon
347
DXC Technology
DXC
$1.73B
$481K 0.01%
+21,627
New +$297K
WTRG icon
348
Essential Utilities
WTRG
$11.4B
$479K 0.01%
12,457
-3,973
-24% -$156K
ROKU icon
349
Roku
ROKU
$22.4B
$475K 0.01%
2,875
-182
-6% -$18.5K
CWK icon
350
Cushman & Wakefield Ltd
CWK
$3.23B
$461K 0.01%
18,807
+1,920
+11% +$30.4K
12 13
14
15 16

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CCM
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Vinva Investment Management's Q4 2025 Portfolio in Review

As of Q4 2025, Vinva Investment Management held 479 positions worth $8.02B, up 57% from $5.12B the previous quarter. Its ten largest holdings account for 38% of the portfolio.

Vinva Investment Management deployed $2.64B of net new capital in Q4 2025, opening 58 new positions and adding to 251 existing holdings. Its largest new stake was Meta Platforms (Facebook): 301,057 shares worth $200M.

By sector, the portfolio is most concentrated in Technology at 37% of assets, up from 37% a quarter earlier, followed by Financials and Consumer Discretionary.

On the sell side, the largest reduction was Akamai, an estimated $25.2M trimmed.

  • Vinva Investment Management's largest Q4 2025 buy was Meta Platforms (Facebook): 301,057 shares worth $200M.
  • Vinva Investment Management added most to Alphabet (Google) Class A in Q4 2025, an estimated $258M increase.
  • Vinva Investment Management's biggest Q4 2025 reduction was Akamai, cutting an estimated $25.2M.
  • Vinva Investment Management fully exited Pathward Financial in Q4 2025, selling an estimated $140M.
  • Vinva Investment Management's ten largest holdings make up 38% of its $8.02B portfolio in Q4 2025.
  • Vinva Investment Management opened 58 new positions and closed 83 in Q4 2025.
  • Vinva Investment Management's portfolio value rose 57% quarter-over-quarter to $8.02B.

Based on Vinva Investment Management's 13F filing for Q4 2025, filed 17 Feb 2026.