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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
PRIM icon
351
Primoris Services
PRIM
$4.42B
$460K 0.01%
2,479
+1,348
+119% +$176K
MEDP icon
352
Medpace
MEDP
$16.9B
$453K 0.01%
534
-99
-16% -$56.2K
WAY
353
Waystar Holding Corp
WAY
$4.66B
$453K 0.01%
9,202
+786
+9% +$28K
FDX icon
354
FedEx
FDX
$76.3B
$440K 0.01%
1,513
-5,961
-80% -$1.57M
PTC icon
355
PTC
PTC
$16.3B
$427K 0.01%
+2,436
New +$453K
WST icon
356
West Pharmaceutical
WST
$24.7B
$426K 0.01%
+1,538
New +$421K
AFRM icon
357
Affirm
AFRM
$25.7B
$398K 0.01%
5,247
-15,581
-75% -$1.12M
MAS icon
358
Masco
MAS
$15B
$392K ﹤0.01%
6,105
-348,853
-98% -$22.6M
GRFS
359
Grifois
GRFS
$5.44B
$388K ﹤0.01%
28,223
+2,558
+10% +$23.3K
ANF icon
360
Abercrombie & Fitch
ANF
$5.24B
$386K ﹤0.01%
+2,030
New +$177K
PEGA icon
361
Pegasystems
PEGA
$5.44B
$370K ﹤0.01%
4,048
+314
+8% +$18.4K
TDOC icon
362
Teladoc Health
TDOC
$1.24B
$365K ﹤0.01%
+34,985
New +$274K
CRL icon
363
Charles River Laboratories
CRL
$13.5B
$341K ﹤0.01%
1,132
-2,592
-70% -$470K
HL icon
364
Hecla Mining
HL
$11.9B
$340K ﹤0.01%
11,677
-10,584
-48% -$162K
MOS icon
365
The Mosaic Company
MOS
$7.34B
$335K ﹤0.01%
9,289
-8,588
-48% -$231K
PPL
366
PPL Corp
PPL
$26.5B
$332K ﹤0.01%
+9,383
New +$338K
LNC icon
367
Lincoln National
LNC
$8.51B
$325K ﹤0.01%
+4,855
New +$202K
KSS icon
368
Kohl's
KSS
$2.1B
$322K ﹤0.01%
+10,614
New +$199K
PTON icon
369
Peloton Interactive
PTON
$2.46B
$322K ﹤0.01%
34,639
-4,812
-12% -$33.9K
AES icon
370
AES
AES
$10.5B
$319K ﹤0.01%
14,757
-741
-5% -$10.4K
JBHT icon
371
JB Hunt Transport Services
JBHT
$24.9B
$314K ﹤0.01%
+1,602
New +$275K
CNXC icon
372
Concentrix
CNXC
$1.57B
$296K ﹤0.01%
4,749
+1,912
+67% +$77.6K
TOST icon
373
Toast
TOST
$20.2B
$295K ﹤0.01%
8,132
-18,579
-70% -$670K
R icon
374
Ryder
R
$9.92B
$293K ﹤0.01%
1,019
+130
+15% +$23.4K
ADP icon
375
Automatic Data Processing
ADP
$108B
$292K ﹤0.01%
1,126
-6,316
-85% -$1.68M
13 14
15
16 17

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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.