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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
INTU icon
126
Intuit
INTU
$91.5B
$14.7M 0.18%
34,341
+8,379
+32% +$4M
ETN icon
127
Eaton
ETN
$173B
$14.7M 0.18%
42,653
+1,828
+4% +$651K
BKR icon
128
Baker Hughes
BKR
$63.6B
$14.6M 0.18%
+239,814
New +$13.9M
ALL icon
129
Allstate
ALL
$68.2B
$14.5M 0.18%
69,773
+29,826
+75% +$6.11M
KMRK
130
K-Tech Solutions
KMRK
$25.1M
$14.5M 0.18%
+236,711
New +$423K
WDC icon
131
Western Digital
WDC
$151B
$14.1M 0.18%
56,204
-142,524
-72% -$37.2M
EA
132
DELISTED
Electronic Arts
EA
$14.1M 0.18%
69,739
-105,729
-60% -$21.3M
STX icon
133
Seagate
STX
$182B
$14.1M 0.17%
38,889
+14,574
+60% +$5.56M
MRSH
134
Marsh
MRSH
$91B
$14.1M 0.17%
80,474
+18,213
+29% +$3.27M
RTX icon
135
RTX Corp
RTX
$302B
$14M 0.17%
74,955
+34,233
+84% +$6.81M
UNP icon
136
Union Pacific
UNP
$174B
$13.8M 0.17%
57,852
-19,770
-25% -$4.84M
AMT icon
137
American Tower
AMT
$78.8B
$13.6M 0.17%
79,608
-10,125
-11% -$1.82M
EQIX icon
138
Equinix
EQIX
$103B
$13.3M 0.17%
13,845
+1,156
+9% +$1.03M
KMI icon
139
Kinder Morgan
KMI
$69.9B
$13.2M 0.16%
+393,065
New +$12.3M
APH icon
140
Amphenol
APH
$207B
$13.2M 0.16%
111,001
-10,361
-9% -$1.46M
ICE icon
141
Intercontinental Exchange
ICE
$84.5B
$13.2M 0.16%
83,923
+17,660
+27% +$2.88M
TMUS icon
142
T-Mobile US
TMUS
$191B
$13.1M 0.16%
61,363
+2,388
+4% +$490K
CAT icon
143
Caterpillar
CAT
$385B
$13.1M 0.16%
19,656
+9,191
+88% +$6.37M
NOW icon
144
ServiceNow
NOW
$132B
$12.9M 0.16%
123,147
+27,238
+28% +$3.2M
ACGL icon
145
Arch Capital
ACGL
$33.5B
$12.9M 0.16%
135,026
-238,092
-64% -$22.8M
ANET icon
146
Arista Networks
ANET
$242B
$12.9M 0.16%
+110,708
New +$14.8M
DUK icon
147
Duke Energy
DUK
$94.5B
$12.7M 0.16%
96,784
+8,279
+9% +$1.04M
CVS icon
148
CVS Health
CVS
$122B
$12.6M 0.16%
179,560
+26,607
+17% +$2.05M
HCA icon
149
HCA Healthcare
HCA
$89.6B
$12.6M 0.16%
26,906
-2,118
-7% -$1.07M
COR icon
150
Cencora
COR
$62B
$12.5M 0.15%
40,222
-12,325
-23% -$4.3M
4 5
6
7 8

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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.