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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
FIS icon
101
Fidelity National Information Services
FIS
$21.9B
$19.4M 0.24%
408,312
+340,213
+500% +$18.3M
SPGI icon
102
S&P Global
SPGI
$121B
$19M 0.24%
45,527
+3,380
+8% +$1.57M
ABT icon
103
Abbott
ABT
$188B
$18.9M 0.23%
185,301
+38,550
+26% +$4.35M
SCHW
104
Charles Schwab
SCHW
$188B
$18.8M 0.23%
202,315
-9,018
-4% -$884K
CSCO icon
105
Cisco
CSCO
$483B
$18.5M 0.23%
240,164
-60,030
-20% -$4.7M
UBER icon
106
Uber
UBER
$159B
$18.4M 0.23%
263,052
+11,889
+5% +$915K
VICI icon
107
VICI Properties
VICI
$28.7B
$18M 0.22%
662,356
+528,002
+393% +$15.1M
NEE icon
108
NextEra Energy
NEE
$177B
$17.9M 0.22%
194,609
-2,624
-1% -$233K
UNH icon
109
UnitedHealth
UNH
$371B
$17.8M 0.22%
68,107
-542
-0.8% -$161K
PH icon
110
Parker-Hannifin
PH
$134B
$17.6M 0.22%
20,444
+192
+0.9% +$182K
GEN icon
111
Gen Digital
GEN
$17.5B
$17.6M 0.22%
959,389
+716,824
+296% +$16.6M
MDT icon
112
Medtronic
MDT
$114B
$17.5M 0.22%
203,579
-7,296
-3% -$699K
IDXX icon
113
Idexx Laboratories
IDXX
$46.9B
$17.4M 0.22%
31,174
+19,855
+175% +$12.7M
MCK icon
114
McKesson
MCK
$103B
$17.3M 0.21%
20,145
+1,531
+8% +$1.37M
ISRG icon
115
Intuitive Surgical
ISRG
$139B
$17.1M 0.21%
37,801
+1,568
+4% +$793K
SYK icon
116
Stryker
SYK
$133B
$16.5M 0.2%
50,669
+2,681
+6% +$963K
PLD icon
117
Prologis
PLD
$132B
$16.3M 0.2%
126,754
+6,327
+5% +$845K
PNC icon
118
PNC Financial Services
PNC
$100B
$16M 0.2%
79,363
+10,604
+15% +$2.31M
MNST icon
119
Monster Beverage
MNST
$89.6B
$15.9M 0.2%
222,295
+27,433
+14% +$2.16M
ADI icon
120
Analog Devices
ADI
$187B
$15.5M 0.19%
51,195
-6,873
-12% -$2.19M
AMP icon
121
Ameriprise Financial
AMP
$49.2B
$15.5M 0.19%
35,354
+4,973
+16% +$2.4M
PG icon
122
Procter & Gamble
PG
$340B
$15.3M 0.19%
105,761
-62,769
-37% -$9.52M
HBAN icon
123
Huntington Bancshares
HBAN
$35.6B
$15.1M 0.19%
1,007,908
-901,171
-47% -$15.4M
CB icon
124
Chubb
CB
$134B
$14.9M 0.18%
45,826
-2,381
-5% -$764K
BSX icon
125
Boston Scientific
BSX
$73.1B
$14.9M 0.18%
236,846
+18,943
+9% +$1.52M
3 4
5
6 7

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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.