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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
NEM icon
51
Newmont
NEM
$124B
$37.5M 0.47%
364,057
-20,362
-5% -$2.35M
BRK.A icon
52
Berkshire Hathaway Class A
BRK.A
$1.14T
$37.2M 0.46%
+78,327
New +$57.7B
VRSN icon
53
VeriSign
VRSN
$26.5B
$36.6M 0.45%
146,734
-20,118
-12% -$4.79M
ATS icon
54
ATS Corp
ATS
$1.91B
$36.5M 0.45%
+2,088,947
New +$62.8M
LRCX icon
55
Lam Research
LRCX
$383B
$36.4M 0.45%
+182,047
New +$40.7M
NDAQ icon
56
Nasdaq
NDAQ
$53.4B
$36.3M 0.45%
434,280
+365,413
+531% +$32.7M
PNFP icon
57
Pinnacle Financial Partners Inc
PNFP
$15.8B
$35.7M 0.44%
+420,063
New +$39.1M
KO icon
58
Coca-Cola
KO
$374B
$35.6M 0.44%
466,267
-4,442
-0.9% -$336K
MRVL icon
59
Marvell Technology
MRVL
$187B
$35.6M 0.44%
401,832
+141,636
+54% +$11.9M
TW icon
60
Tradeweb Markets
TW
$21.9B
$35.5M 0.44%
303,636
+104,477
+52% +$12M
NIU
61
Niu Technologies
NIU
$160M
$35.4M 0.44%
+530,711
New +$1.76M
QCOM icon
62
Qualcomm
QCOM
$170B
$35.1M 0.44%
276,593
-79,367
-22% -$11.6M
VRT icon
63
Vertiv
VRT
$104B
$35M 0.43%
148,518
-3,246
-2% -$721K
MTD icon
64
Mettler-Toledo International
MTD
$28.6B
$34.6M 0.43%
+27,760
New +$37.4M
AMAT icon
65
Applied Materials
AMAT
$415B
$34.2M 0.42%
105,946
+12,525
+13% +$4.21M
WFC icon
66
Wells Fargo
WFC
$265B
$34.2M 0.42%
445,259
+28,738
+7% +$2.47M
DECK icon
67
Deckers Outdoor
DECK
$13.3B
$33.5M 0.41%
345,951
+336,423
+3,531% +$36.1M
VZ icon
68
Verizon
VZ
$195B
$33.3M 0.41%
661,602
-376,477
-36% -$17.4M
FTV icon
69
Fortive
FTV
$18.6B
$33.2M 0.41%
618,590
+255,472
+70% +$14.3M
C icon
70
Citigroup
C
$227B
$32.9M 0.41%
306,970
+47,605
+18% +$5.42M
ED icon
71
Consolidated Edison
ED
$39.3B
$32.9M 0.41%
290,270
+196,504
+210% +$21.3M
GS icon
72
Goldman Sachs
GS
$301B
$32.4M 0.4%
40,117
+820
+2% +$732K
AIG icon
73
American International
AIG
$40.7B
$31.6M 0.39%
427,216
+134,771
+46% +$10.3M
T icon
74
AT&T
T
$165B
$31.1M 0.39%
1,081,421
+143,537
+15% +$3.83M
TER icon
75
Teradyne
TER
$57.1B
$30.3M 0.38%
108,975
+47,787
+78% +$13.3M
1 2
3
4 5

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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.