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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
WTRG icon
501
Essential Utilities
WTRG
$11.3B
– –
-12,457
Closed -$479K
ZBH icon
502
Zimmer Biomet
ZBH
$17.6B
– –
-53,982
Closed -$4.9M
ZD icon
503
Ziff Davis
ZD
$1.99B
– –
-12,139
Closed -$645K
ZETA icon
504
Zeta Global
ZETA
$5.4B
– –
-8,080
Closed -$251K
ZG icon
505
Zillow
ZG
$7.71B
– –
-22,345
Closed -$1.55M
BTSG icon
506
BrightSpring Health Services
BTSG
$13.9B
– –
-17,323
Closed -$973K
WAY
507
Waystar Holding Corp
WAY
$4.27B
– –
-9,202
Closed -$453K
17 18 19 20
21

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MAM
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FMI
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AIM
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KPWS
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CCM
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MT
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WA
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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.