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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
+15.33%
1 Year Est. Return
+29.46%
3 Year Est. Return
+116.68%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$3.85B
AUM Growth
+$1.33B
Cap. Flow
+$917M
Cap. Flow %
23.85%
Top 10 Hldgs %
34.38%
Holding
449
New
69
Increased
250
Reduced
80
Closed
49

Top Buys

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$59.5M
2
NVDA icon
NVIDIA
NVDA
+$59.3M
3
MSFT icon
Microsoft
MSFT
+$59.1M
4
AMZN icon
Amazon
AMZN
+$33.9M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$20.3M

Top Sells

Rank Stock Value
1
BAH icon
Booz Allen Hamilton
BAH
+$12.7M
2
EXPE icon
Expedia Group
EXPE
+$10.5M
3
OVV icon
Ovintiv
OVV
+$9.06M
4
SSNC icon
SS&C Technologies
SSNC
+$6.77M
5
PINS icon
Pinterest
PINS
+$6.73M

Sector Composition

Rank Sector Weight
1 Technology 35.78%
2 Financials 17.13%
3 Consumer Discretionary 11.66%
4 Healthcare 10.27%
5 Communication Services 7.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
WSM icon
151
Williams-Sonoma
WSM
$29.5B
$6.05M 0.16%
36,814
+29,243
+386% +$4.59M
VRSK icon
152
Verisk Analytics
VRSK
$23.6B
$5.92M 0.15%
19,166
+11,256
+142% +$3.41M
CVS icon
153
CVS Health
CVS
$122B
$5.89M 0.15%
86,054
+22,338
+35% +$1.46M
PRU icon
154
Prudential Financial
PRU
$42.1B
$5.86M 0.15%
54,676
+29,048
+113% +$3.01M
MRSH
155
Marsh
MRSH
$91B
$5.8M 0.15%
26,711
+2,090
+8% +$472K
BLK icon
156
Blackrock
BLK
$175B
$5.7M 0.15%
5,444
+192
+4% +$182K
TRV icon
157
Travelers Companies
TRV
$78.3B
$5.51M 0.14%
20,924
-1,299
-6% -$342K
NKE icon
158
Nike
NKE
$62.5B
$5.47M 0.14%
75,914
+18,453
+32% +$1.11M
MCO icon
159
Moody's
MCO
$82.8B
$5.45M 0.14%
11,173
+2,798
+33% +$1.3M
PYPL icon
160
PayPal
PYPL
$50.5B
$5.44M 0.14%
73,839
+23,062
+45% +$1.58M
CTAS icon
161
Cintas
CTAS
$81.1B
$5.25M 0.14%
23,764
+10,026
+73% +$2.16M
EQIX icon
162
Equinix
EQIX
$103B
$5.23M 0.14%
6,657
+1,676
+34% +$1.42M
USB icon
163
US Bancorp
USB
$100B
$5.19M 0.14%
113,480
+61,955
+120% +$2.61M
CB icon
164
Chubb
CB
$134B
$5.16M 0.13%
18,082
+4,081
+29% +$1.17M
EMR icon
165
Emerson Electric
EMR
$88.5B
$5.13M 0.13%
38,514
+13,358
+53% +$1.53M
SNOW icon
166
Snowflake
SNOW
$116B
$5.09M 0.13%
22,846
+4,204
+23% +$760K
ACGL icon
167
Arch Capital
ACGL
$33.5B
$5.06M 0.13%
56,013
+33,237
+146% +$3.07M
ISRG icon
168
Intuitive Surgical
ISRG
$139B
$5.04M 0.13%
9,438
-2,878
-23% -$1.5M
HCA icon
169
HCA Healthcare
HCA
$89.6B
$4.84M 0.13%
12,754
+2,845
+29% +$1.03M
MRVL icon
170
Marvell Technology
MRVL
$187B
$4.69M 0.12%
60,821
+17,310
+40% +$1.08M
AXP icon
171
American Express
AXP
$229B
$4.59M 0.12%
14,459
+3,422
+31% +$963K
ZTS icon
172
Zoetis
ZTS
$30.9B
$4.57M 0.12%
29,284
+6,666
+29% +$1.06M
VRTX icon
173
Vertex Pharmaceuticals
VRTX
$133B
$4.57M 0.12%
10,345
-2,792
-21% -$1.29M
NRG icon
174
NRG Energy
NRG
$25B
$4.53M 0.12%
27,821
+17,188
+162% +$2.27M
TRMB icon
175
Trimble
TRMB
$13.6B
$4.47M 0.12%
59,133
+50,088
+554% +$3.36M
5 6
7
8 9

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Vinva Investment Management's Q2 2025 Portfolio in Review

As of Q2 2025, Vinva Investment Management held 449 positions worth $3.85B, up 53% from $2.52B the previous quarter. Its ten largest holdings account for 34% of the portfolio.

Vinva Investment Management deployed $917M of net new capital in Q2 2025, opening 69 new positions and adding to 250 existing holdings. Its largest new stake was Biogen: 58,862 shares worth $7.42M.

By sector, the portfolio is most concentrated in Technology at 36% of assets, up from 33% a quarter earlier, followed by Financials and Consumer Discretionary.

On the sell side, the largest reduction was Booz Allen Hamilton, an estimated $12.7M trimmed.

  • Vinva Investment Management's largest Q2 2025 buy was Biogen: 58,862 shares worth $7.42M.
  • Vinva Investment Management added most to Apple in Q2 2025, an estimated $59.5M increase.
  • Vinva Investment Management's biggest Q2 2025 reduction was Booz Allen Hamilton, cutting an estimated $12.7M.
  • Vinva Investment Management fully exited Delta Air Lines in Q2 2025, selling an estimated $5.03M.
  • Vinva Investment Management's ten largest holdings make up 34% of its $3.85B portfolio in Q2 2025.
  • Vinva Investment Management opened 69 new positions and closed 49 in Q2 2025.
  • Vinva Investment Management's portfolio value rose 53% quarter-over-quarter to $3.85B.

Based on Vinva Investment Management's 13F filing for Q2 2025, filed 13 Aug 2025.