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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
T icon
76
AT&T
T
$165B
$13.2M 0.34%
471,149
+103,674
+28% +$2.86M
CAT icon
77
Caterpillar
CAT
$385B
$13M 0.34%
33,785
+10,270
+44% +$3.42M
ORCL icon
78
Oracle
ORCL
$435B
$13M 0.34%
61,785
+27,495
+80% +$4.44M
VZ icon
79
Verizon
VZ
$195B
$12.9M 0.33%
304,055
+29,290
+11% +$1.27M
PEP icon
80
PepsiCo
PEP
$188B
$12.9M 0.33%
98,130
+22,945
+31% +$3.09M
ADBE icon
81
Adobe
ADBE
$109B
$12.7M 0.33%
32,921
+10,292
+45% +$3.97M
GE icon
82
GE Aerospace
GE
$380B
$12M 0.31%
47,250
+15,164
+47% +$3.33M
UBER icon
83
Uber
UBER
$159B
$12M 0.31%
130,633
+26,535
+25% +$2.18M
C icon
84
Citigroup
C
$227B
$11.9M 0.31%
140,626
+40,985
+41% +$2.96M
AMT icon
85
American Tower
AMT
$78.8B
$11.6M 0.3%
53,460
+21,514
+67% +$4.64M
BMY icon
86
Bristol-Myers Squibb
BMY
$132B
$11.3M 0.29%
243,260
+138,135
+131% +$6.78M
SPGI icon
87
S&P Global
SPGI
$121B
$11.2M 0.29%
21,723
+5,326
+32% +$2.66M
UTHR icon
88
United Therapeutics
UTHR
$22.7B
$11.2M 0.29%
39,466
+30,734
+352% +$9.19M
RCL icon
89
Royal Caribbean
RCL
$82.4B
$11.1M 0.29%
35,922
+22,665
+171% +$5.4M
EXPE icon
90
Expedia Group
EXPE
$37.7B
$10.9M 0.28%
63,919
-64,863
-50% -$10.5M
TMO icon
91
Thermo Fisher Scientific
TMO
$222B
$10.8M 0.28%
26,453
+6,150
+30% +$2.57M
GEV icon
92
GE Vernova
GEV
$264B
$10.7M 0.28%
20,557
+9,475
+85% +$3.95M
PCG icon
93
PG&E
PCG
$37.5B
$10.6M 0.27%
755,322
+658,523
+680% +$10.7M
SCHW
94
Charles Schwab
SCHW
$187B
$10.3M 0.27%
114,881
+28,045
+32% +$2.35M
AMGN icon
95
Amgen
AMGN
$226B
$10.2M 0.27%
36,950
+9,178
+33% +$2.6M
TSN icon
96
Tyson Foods
TSN
$20.1B
$10.2M 0.26%
183,232
+28,879
+19% +$1.66M
MS icon
97
Morgan Stanley
MS
$338B
$10.1M 0.26%
71,931
+34,834
+94% +$4.28M
LIN icon
98
Linde
LIN
$227B
$10.1M 0.26%
21,786
+4,373
+25% +$2M
VRT icon
99
Vertiv
VRT
$104B
$10.1M 0.26%
78,715
+7,127
+10% +$693K
VEEV icon
100
Veeva Systems
VEEV
$38.1B
$9.89M 0.26%
34,898
+8,811
+34% +$2.19M
2 3
4
5 6

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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.