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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
NTNX icon
476
Nutanix
NTNX
$17.4B
– –
-89,686
Closed -$4.66M
NVR icon
477
NVR
NVR
$16.9B
– –
-110
Closed -$806K
PANW icon
478
Palo Alto Networks
PANW
$313B
– –
-15,463
Closed -$2.89M
PCG icon
479
PG&E
PCG
$37.6B
– –
-1,284,626
Closed -$20.7M
PHR icon
480
Phreesia
PHR
$766M
– –
-23,846
Closed -$606K
PRIM icon
481
Primoris Services
PRIM
$4.57B
– –
-2,479
Closed -$460K
PRU icon
482
Prudential Financial
PRU
$42B
– –
-50,256
Closed -$5.71M
PTC icon
483
PTC
PTC
$16.4B
– –
-2,436
Closed -$427K
PTON icon
484
Peloton Interactive
PTON
$2.42B
– –
-34,639
Closed -$322K
QRVO icon
485
Qorvo
QRVO
$8.65B
– –
-4,392
Closed -$562K
RBLX icon
486
Roblox
RBLX
$26.6B
– –
-50,810
Closed -$4.16M
ROKU icon
487
Roku
ROKU
$22.5B
– –
-2,875
Closed -$475K
RPM icon
488
RPM International
RPM
$14.9B
– –
-2,132
Closed -$224K
RPRX icon
489
Royalty Pharma
RPRX
$25.9B
– –
-22,057
Closed -$860K
SPG icon
490
Simon Property Group
SPG
$71.6B
– –
-11,947
Closed -$2.23M
SSNC icon
491
SS&C Technologies
SSNC
$18.6B
– –
-267,781
Closed -$23.7M
THC icon
492
Tenet Healthcare
THC
$21.1B
– –
-2,300
Closed -$691K
TOST icon
493
Toast
TOST
$20.7B
– –
-8,132
Closed -$295K
TROW icon
494
T. Rowe Price
TROW
$24.4B
– –
-234,795
Closed -$24.3M
TRV icon
495
Travelers Companies
TRV
$78.2B
– –
-28,912
Closed -$8.45M
UHS icon
496
Universal Health Services
UHS
$10.1B
– –
-108,776
Closed -$24.5M
VRSK icon
497
Verisk Analytics
VRSK
$23.5B
– –
-4,783
Closed -$1.07M
WIX icon
498
WIX.com
WIX
$2.64B
– –
-24,992
Closed -$2.58M
WSM icon
499
Williams-Sonoma
WSM
$29.8B
– –
-21,784
Closed -$3.95M
WST icon
500
West Pharmaceutical
WST
$24.6B
– –
-1,538
Closed -$426K
17 18 19
20
21

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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 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.