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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
CBRE icon
26
CBRE Group
CBRE
$42B
$25.6M 0.67%
183,691
+52,350
+40% +$6.62M
CCL icon
27
Carnival Corporation Ltd
CCL
$38.7B
$25M 0.65%
906,903
+265,842
+41% +$5.69M
NEM icon
28
Newmont
NEM
$120B
$24.4M 0.63%
429,175
+374,724
+688% +$20M
MELI icon
29
Mercado Libre
MELI
$93.3B
$24.4M 0.63%
9,441
+3,821
+68% +$8.92M
ABBV icon
30
AbbVie
ABBV
$434B
$23.9M 0.62%
131,133
+37,656
+40% +$7M
TWLO icon
31
Twilio
TWLO
$38.1B
$23.6M 0.61%
190,668
+29,187
+18% +$3.1M
BAC icon
32
Bank of America
BAC
$446B
$23.5M 0.61%
499,327
+153,993
+45% +$6.48M
VRSN icon
33
VeriSign
VRSN
$26.5B
$22.4M 0.58%
77,873
+62,508
+407% +$16.9M
XOM icon
34
ExxonMobil
XOM
$654B
$21.7M 0.56%
198,436
+44,111
+29% +$4.72M
GEN icon
35
Gen Digital
GEN
$17.6B
$21.3M 0.55%
726,118
+516,587
+247% +$14.1M
AIG icon
36
American International
AIG
$40.9B
$21.1M 0.55%
249,584
+1,692
+0.7% +$141K
CFG icon
37
Citizens Financial Group
CFG
$30.5B
$21M 0.55%
472,764
+368,538
+354% +$14.5M
GPN icon
38
Global Payments
GPN
$22.6B
$21M 0.54%
264,796
+222,877
+532% +$17.6M
SYF icon
39
Synchrony
SYF
$25.2B
$20.7M 0.54%
312,442
+200,429
+179% +$11.2M
JNJ icon
40
Johnson & Johnson
JNJ
$626B
$20.7M 0.54%
135,619
+12,378
+10% +$1.9M
CCK icon
41
Crown Holdings
CCK
$12.9B
$20.4M 0.53%
194,348
+117,494
+153% +$11.2M
HD icon
42
Home Depot
HD
$347B
$20.2M 0.53%
54,887
+14,473
+36% +$5.24M
COF icon
43
Capital One
COF
$133B
$18.9M 0.49%
89,401
+23,849
+36% +$4.45M
UHS icon
44
Universal Health Services
UHS
$10.4B
$18.7M 0.49%
103,306
+26,748
+35% +$4.83M
EBAY icon
45
eBay
EBAY
$47.6B
$18.5M 0.48%
250,547
+22,165
+10% +$1.57M
KLAC icon
46
KLA
KLAC
$260B
$18.2M 0.47%
204,540
+87,320
+74% +$6.57M
TW icon
47
Tradeweb Markets
TW
$22B
$18.1M 0.47%
125,088
+22,081
+21% +$3.08M
UNH icon
48
UnitedHealth
UNH
$373B
$17.6M 0.46%
57,099
+13,541
+31% +$5.18M
SPOT icon
49
Spotify
SPOT
$105B
$17.5M 0.46%
22,701
+1,836
+9% +$1.18M
KO icon
50
Coca-Cola
KO
$373B
$17.4M 0.45%
247,257
+44,931
+22% +$3.2M
1
2
3 4 5

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MAM
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FMI
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CCM
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WA
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EGM
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CCM
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CMTU
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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.