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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
+4.92%
1 Year Est. Return
+29.46%
3 Year Est. Return
+116.68%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$8.02B
AUM Growth
+$2.91B
Cap. Flow
+$2.64B
Cap. Flow %
32.96%
Top 10 Hldgs %
38.36%
Holding
479
New
58
Increased
251
Reduced
87
Closed
83

Top Buys

Rank Stock Value
1
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$258M
2
META icon
Meta Platforms (Facebook)
META
+$201M
3
NVDA icon
NVIDIA
NVDA
+$195M
4
AAPL icon
Apple
AAPL
+$187M
5
MSFT icon
Microsoft
MSFT
+$161M

Top Sells

Rank Stock Value
1
CASH icon
Pathward Financial
CASH
+$140M
2
GOOG icon
Alphabet (Google) Class C
GOOG
+$104M
3
AKAM icon
Akamai
AKAM
+$25.2M
4
CCK icon
Crown Holdings
CCK
+$23.8M
5
MAS icon
Masco
MAS
+$22.6M

Sector Composition

Rank Sector Weight
1 Technology 37.45%
2 Financials 15.22%
3 Consumer Discretionary 11.24%
4 Communication Services 11.12%
5 Healthcare 10.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VRT icon
76
Vertiv
VRT
$107B
$25.2M 0.31%
151,764
+60,140
+66% +$10.4M
XOM icon
77
ExxonMobil
XOM
$664B
$24.9M 0.31%
205,951
-29,227
-12% -$3.39M
UHS icon
78
Universal Health Services
UHS
$10B
$24.5M 0.31%
108,776
+44,661
+70% +$9.87M
TMO icon
79
Thermo Fisher Scientific
TMO
$222B
$24.4M 0.3%
41,783
+9,527
+30% +$5.39M
TROW icon
80
T. Rowe Price
TROW
$24.3B
$24.3M 0.3%
234,795
+51,528
+28% +$5.32M
UTHR icon
81
United Therapeutics
UTHR
$22.6B
$24.3M 0.3%
48,959
+23,995
+96% +$11.2M
AMAT icon
82
Applied Materials
AMAT
$420B
$24.3M 0.3%
93,421
+25,756
+38% +$6.17M
PG icon
83
Procter & Gamble
PG
$336B
$24.3M 0.3%
168,530
+30,195
+22% +$4.45M
GEV icon
84
GE Vernova
GEV
$270B
$23.8M 0.3%
36,075
+11,466
+47% +$6.98M
SSNC icon
85
SS&C Technologies
SSNC
$18.7B
$23.7M 0.3%
267,781
+253,270
+1,745% +$21.6M
T icon
86
AT&T
T
$167B
$23.3M 0.29%
937,884
+343,479
+58% +$8.7M
CSCO icon
87
Cisco
CSCO
$477B
$23.2M 0.29%
300,194
+67,888
+29% +$5.04M
LDOS icon
88
Leidos
LDOS
$17.7B
$23M 0.29%
125,261
+46,252
+59% +$8.76M
CTSH icon
89
Cognizant
CTSH
$26.5B
$22.9M 0.29%
272,522
+243,686
+845% +$18.2M
UNH icon
90
UnitedHealth
UNH
$368B
$22.8M 0.28%
68,649
+9,332
+16% +$3.16M
MRVL icon
91
Marvell Technology
MRVL
$189B
$22.7M 0.28%
260,196
+146,671
+129% +$12.8M
TJX icon
92
TJX Companies
TJX
$173B
$22.6M 0.28%
145,692
+55,335
+61% +$8.18M
SPGI icon
93
S&P Global
SPGI
$121B
$22.2M 0.28%
42,147
+15,765
+60% +$7.8M
ORCL icon
94
Oracle
ORCL
$418B
$22.1M 0.28%
112,258
+31,903
+40% +$7.6M
LIN icon
95
Linde
LIN
$227B
$21.8M 0.27%
50,988
+20,721
+68% +$8.88M
TW icon
96
Tradeweb Markets
TW
$21.9B
$21.5M 0.27%
199,159
+53,830
+37% +$5.78M
SCHW
97
Charles Schwab
SCHW
$186B
$21.2M 0.26%
211,333
+84,788
+67% +$8.04M
BSX icon
98
Boston Scientific
BSX
$73.9B
$20.9M 0.26%
217,903
+93,143
+75% +$9.13M
ISRG icon
99
Intuitive Surgical
ISRG
$141B
$20.7M 0.26%
36,233
+16,870
+87% +$8.98M
PCG icon
100
PG&E
PCG
$37.7B
$20.7M 0.26%
1,284,626
+771,513
+150% +$12.3M
2 3
4
5 6

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Vinva Investment Management's Q4 2025 Portfolio in Review

As of Q4 2025, Vinva Investment Management held 479 positions worth $8.02B, up 57% from $5.12B the previous quarter. Its ten largest holdings account for 38% of the portfolio.

Vinva Investment Management deployed $2.64B of net new capital in Q4 2025, opening 58 new positions and adding to 251 existing holdings. Its largest new stake was Meta Platforms (Facebook): 301,057 shares worth $200M.

By sector, the portfolio is most concentrated in Technology at 37% of assets, up from 37% a quarter earlier, followed by Financials and Consumer Discretionary.

On the sell side, the largest reduction was Akamai, an estimated $25.2M trimmed.

  • Vinva Investment Management's largest Q4 2025 buy was Meta Platforms (Facebook): 301,057 shares worth $200M.
  • Vinva Investment Management added most to Alphabet (Google) Class A in Q4 2025, an estimated $258M increase.
  • Vinva Investment Management's biggest Q4 2025 reduction was Akamai, cutting an estimated $25.2M.
  • Vinva Investment Management fully exited Pathward Financial in Q4 2025, selling an estimated $140M.
  • Vinva Investment Management's ten largest holdings make up 38% of its $8.02B portfolio in Q4 2025.
  • Vinva Investment Management opened 58 new positions and closed 83 in Q4 2025.
  • Vinva Investment Management's portfolio value rose 57% quarter-over-quarter to $8.02B.

Based on Vinva Investment Management's 13F filing for Q4 2025, filed 17 Feb 2026.