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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
MCK icon
126
McKesson
MCK
$104B
$15.4M 0.19%
18,614
+8,122
+77% +$6.63M
CB icon
127
Chubb
CB
$134B
$15.1M 0.19%
48,207
+18,534
+62% +$5.42M
MNST icon
128
Monster Beverage
MNST
$89.6B
$15.1M 0.19%
389,724
-447,664
-53% -$16M
AMP icon
129
Ameriprise Financial
AMP
$49.7B
$15M 0.19%
30,381
+22,580
+289% +$10.7M
NOW icon
130
ServiceNow
NOW
$131B
$14.8M 0.18%
95,909
+39,644
+70% +$6.8M
P
131
Everpure Inc
P
$35.7B
$14.6M 0.18%
215,284
+76,792
+55% +$6.41M
PNC icon
132
PNC Financial Services
PNC
$101B
$14.5M 0.18%
68,759
+16,179
+31% +$3.12M
HIG icon
133
Hartford Financial Services
HIG
$38.4B
$14.4M 0.18%
104,061
+81,121
+354% +$10.7M
ROST icon
134
Ross Stores
ROST
$81.5B
$14.4M 0.18%
+79,099
New +$13.2M
CMCSA icon
135
Comcast
CMCSA
$90.8B
$14.3M 0.18%
478,135
+166,401
+53% +$4.75M
MS icon
136
Morgan Stanley
MS
$338B
$14.1M 0.18%
78,757
+2,702
+4% +$451K
MELI icon
137
Mercado Libre
MELI
$98.4B
$13.9M 0.17%
6,854
-2,257
-25% -$4.74M
DHR icon
138
Danaher
DHR
$146B
$13.8M 0.17%
59,950
+6,101
+11% +$1.34M
PLTR icon
139
Palantir
PLTR
$422B
$13.8M 0.17%
76,942
+18,655
+32% +$3.38M
HCA icon
140
HCA Healthcare
HCA
$89.2B
$13.7M 0.17%
29,024
+13,777
+90% +$6.4M
BNY
141
Bank of New York Mellon
BNY
$109B
$13.2M 0.16%
112,634
+2,384
+2% +$264K
ETN icon
142
Eaton
ETN
$178B
$13.1M 0.16%
40,825
+14,797
+57% +$5.24M
STT icon
143
State Street
STT
$51.4B
$12.9M 0.16%
99,314
-56,234
-36% -$6.73M
VLTO icon
144
Veralto
VLTO
$23.9B
$12.8M 0.16%
126,243
+87,930
+230% +$8.89M
HOLX
145
DELISTED
Hologic
HOLX
$12.3M 0.15%
165,362
+150,913
+1,044% +$11M
CVS icon
146
CVS Health
CVS
$119B
$12.2M 0.15%
152,953
+47,467
+45% +$3.74M
TER icon
147
Teradyne
TER
$58.6B
$12M 0.15%
+61,188
New +$10.5M
TMUS icon
148
T-Mobile US
TMUS
$192B
$12M 0.15%
58,975
+38,277
+185% +$8.11M
VEEV icon
149
Veeva Systems
VEEV
$38.5B
$12M 0.15%
53,275
+11,614
+28% +$3.08M
MRSH
150
Marsh
MRSH
$91.6B
$11.7M 0.15%
62,261
+20,999
+51% +$3.93M
4 5
6
7 8

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CCM
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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.