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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
COF icon
151
Capital One
COF
$134B
$12.2M 0.15%
68,387
-9,399
-12% -$1.97M
DTE icon
152
DTE Energy
DTE
$28.5B
$12.1M 0.15%
82,695
+34,479
+72% +$4.85M
LNG icon
153
Cheniere Energy
LNG
$54.9B
$12M 0.15%
+40,790
New +$9.42M
BNY
154
Bank of New York Mellon
BNY
$108B
$12M 0.15%
103,857
-8,777
-8% -$1.04M
FIX icon
155
Comfort Systems
FIX
$58.9B
$11.9M 0.15%
9,357
+4,010
+75% +$5.09M
EXC icon
156
Exelon
EXC
$45.8B
$11.9M 0.15%
242,240
+219,366
+959% +$10.2M
PFE icon
157
Pfizer
PFE
$154B
$11.9M 0.15%
428,099
+22,628
+6% +$602K
IQV icon
158
IQVIA
IQV
$39.8B
$11.7M 0.15%
70,531
-140,905
-67% -$27.5M
FCX icon
159
Freeport-McMoran
FCX
$98.7B
$11.7M 0.15%
213,997
+156,103
+270% +$9.43M
MET icon
160
MetLife
MET
$61.7B
$11.7M 0.14%
171,108
+108,642
+174% +$8.13M
ACN icon
161
Accenture
ACN
$109B
$11.6M 0.14%
58,817
+33,309
+131% +$7.76M
DIS icon
162
Walt Disney
DIS
$178B
$11.6M 0.14%
123,080
-140,678
-53% -$14.9M
ALNY icon
163
Alnylam Pharmaceuticals
ALNY
$29B
$11.6M 0.14%
36,601
+18,640
+104% +$6.34M
GWW icon
164
W.W. Grainger
GWW
$61.1B
$11.4M 0.14%
10,805
+8,081
+297% +$8.83M
REGN icon
165
Regeneron Pharmaceuticals
REGN
$83.2B
$11.1M 0.14%
14,862
+972
+7% +$744K
CAH icon
166
Cardinal Health
CAH
$55.5B
$11.1M 0.14%
53,897
+19,138
+55% +$4.12M
ROK icon
167
Rockwell Automation
ROK
$48.3B
$11M 0.14%
31,529
-18,064
-36% -$7.13M
ZBRA icon
168
Zebra Technologies
ZBRA
$17.9B
$10.9M 0.13%
54,621
-12,361
-18% -$2.9M
TEAM icon
169
Atlassian
TEAM
$38.5B
$10.6M 0.13%
158,621
-6,576
-4% -$648K
MDB icon
170
MongoDB
MDB
$33.5B
$10.5M 0.13%
44,358
+22,367
+102% +$7.48M
TRGP icon
171
Targa Resources
TRGP
$57.1B
$10.5M 0.13%
42,310
+12,463
+42% +$2.7M
SO icon
172
Southern Company
SO
$105B
$10.4M 0.13%
106,848
+8,587
+9% +$794K
VLO icon
173
Valero Energy
VLO
$90.7B
$10.2M 0.13%
40,559
+36,006
+791% +$7.42M
ORCL icon
174
Oracle
ORCL
$435B
$10.1M 0.13%
73,089
-39,169
-35% -$6.37M
APP icon
175
Applovin
APP
$113B
$9.84M 0.12%
26,451
+316
+1% +$153K
5 6
7
8 9

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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.