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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
+10.18%
1 Year Est. Return
+29.46%
3 Year Est. Return
+116.68%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$5.12B
AUM Growth
+$1.27B
Cap. Flow
+$868M
Cap. Flow %
16.97%
Top 10 Hldgs %
36.02%
Holding
463
New
63
Increased
241
Reduced
111
Closed
42

Top Buys

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$69.7M
2
MSFT icon
Microsoft
MSFT
+$50.6M
3
AAPL icon
Apple
AAPL
+$43M
4
AMZN icon
Amazon
AMZN
+$28.8M
5
MAS icon
Masco
MAS
+$25M

Top Sells

Rank Stock Value
1
GEN icon
Gen Digital
GEN
+$20.2M
2
AIG icon
American International
AIG
+$16.2M
3
IDXX icon
Idexx Laboratories
IDXX
+$13.5M
4
TWLO icon
Twilio
TWLO
+$10.7M
5
FIS icon
Fidelity National Information Services
FIS
+$8.53M

Sector Composition

Rank Sector Weight
1 Technology 36.61%
2 Financials 16.74%
3 Consumer Discretionary 11.96%
4 Healthcare 9.55%
5 Communication Services 8.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MRSH
151
Marsh
MRSH
$91.6B
$8.26M 0.16%
41,262
+14,551
+54% +$2.99M
HOOD icon
152
Robinhood
HOOD
$84.5B
$8.12M 0.16%
59,419
+34,477
+138% +$3.76M
MCK icon
153
McKesson
MCK
$105B
$7.99M 0.16%
10,492
+1,951
+23% +$1.37M
CVS icon
154
CVS Health
CVS
$119B
$7.97M 0.16%
105,486
+19,432
+23% +$1.33M
TT icon
155
Trane Technologies
TT
$106B
$7.82M 0.15%
18,870
+103
+0.5% +$44K
BX icon
156
Blackstone
BX
$117B
$7.79M 0.15%
44,218
+972
+2% +$167K
PCG icon
157
PG&E
PCG
$38.1B
$7.73M 0.15%
513,113
-242,209
-32% -$3.53M
SBAC icon
158
SBA Communications
SBAC
$19.3B
$7.66M 0.15%
39,068
-30,226
-44% -$6.54M
CAT icon
159
Caterpillar
CAT
$389B
$7.34M 0.14%
15,572
-18,213
-54% -$7.78M
Z icon
160
Zillow
Z
$7.7B
$7.19M 0.14%
89,271
+78,887
+760% +$6.45M
MCO icon
161
Moody's
MCO
$82.7B
$6.69M 0.13%
13,904
+2,731
+24% +$1.38M
FISV
162
Fiserv Inc
FISV
$28.1B
$6.61M 0.13%
50,675
+11,536
+29% +$1.65M
CI icon
163
Cigna
CI
$71.9B
$6.58M 0.13%
22,973
+4,105
+22% +$1.21M
USB icon
164
US Bancorp
USB
$100B
$6.55M 0.13%
133,719
+20,239
+18% +$957K
PGR icon
165
Progressive
PGR
$124B
$6.55M 0.13%
26,786
+12,800
+92% +$3.16M
HCA icon
166
HCA Healthcare
HCA
$89.2B
$6.42M 0.13%
15,247
+2,493
+20% +$966K
EQIX icon
167
Equinix
EQIX
$102B
$6.39M 0.12%
8,177
+1,520
+23% +$1.19M
WSM icon
168
Williams-Sonoma
WSM
$29.6B
$6.38M 0.12%
33,213
-3,601
-10% -$688K
VRSK icon
169
Verisk Analytics
VRSK
$23.5B
$6.15M 0.12%
24,735
+5,569
+29% +$1.53M
TEL icon
170
TE Connectivity
TEL
$63.1B
$6.08M 0.12%
27,938
+10,431
+60% +$2.09M
ACGL icon
171
Arch Capital
ACGL
$33.6B
$6.02M 0.12%
67,006
+10,993
+20% +$986K
SNOW icon
172
Snowflake
SNOW
$117B
$6.01M 0.12%
26,669
+3,823
+17% +$821K
MPC icon
173
Marathon Petroleum
MPC
$93.8B
$5.99M 0.12%
30,512
+4,206
+16% +$740K
CTAS icon
174
Cintas
CTAS
$82.4B
$5.82M 0.11%
28,535
+4,771
+20% +$1.02M
DUK icon
175
Duke Energy
DUK
$96.1B
$5.79M 0.11%
47,116
+10,421
+28% +$1.26M
5 6
7
8 9

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Vinva Investment Management's Q3 2025 Portfolio in Review

As of Q3 2025, Vinva Investment Management held 463 positions worth $5.12B, up 33% from $3.85B the previous quarter. Its ten largest holdings account for 36% of the portfolio.

Vinva Investment Management deployed $868M of net new capital in Q3 2025, opening 63 new positions and adding to 241 existing holdings. Its largest new stake was Masco: 354,958 shares worth $24.9M.

By sector, the portfolio is most concentrated in Technology at 37% of assets, up from 36% a quarter earlier, followed by Financials and Consumer Discretionary.

On the sell side, the largest reduction was Gen Digital, an estimated $20.2M trimmed.

  • Vinva Investment Management's largest Q3 2025 buy was Masco: 354,958 shares worth $24.9M.
  • Vinva Investment Management added most to NVIDIA in Q3 2025, an estimated $69.7M increase.
  • Vinva Investment Management's biggest Q3 2025 reduction was Gen Digital, cutting an estimated $20.2M.
  • Vinva Investment Management fully exited Blackrock in Q3 2025, selling an estimated $5.7M.
  • Vinva Investment Management's ten largest holdings make up 36% of its $5.12B portfolio in Q3 2025.
  • Vinva Investment Management opened 63 new positions and closed 42 in Q3 2025.
  • Vinva Investment Management's portfolio value rose 33% quarter-over-quarter to $5.12B.

Based on Vinva Investment Management's 13F filing for Q3 2025, filed 13 Nov 2025.