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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
MTB icon
151
M&T Bank
MTB
$36.6B
$11.6M 0.14%
56,885
+43,582
+328% +$8.33M
FLEX icon
152
Flex
FLEX
$45.3B
$11.4M 0.14%
+184,300
New +$11.4M
CL icon
153
Colgate-Palmolive
CL
$73.7B
$11M 0.14%
138,213
+23,648
+21% +$1.85M
ICE icon
154
Intercontinental Exchange
ICE
$84.5B
$10.8M 0.13%
66,263
+16,974
+34% +$2.66M
REGN icon
155
Regeneron Pharmaceuticals
REGN
$82.9B
$10.8M 0.13%
13,890
+5,115
+58% +$3.47M
NBIX icon
156
Neurocrine Biosciences
NBIX
$16.5B
$10.5M 0.13%
74,727
+67,951
+1,003% +$9.84M
DUK icon
157
Duke Energy
DUK
$96B
$10.4M 0.13%
88,505
+41,389
+88% +$5.05M
HLT icon
158
Hilton Worldwide
HLT
$71.1B
$10.4M 0.13%
35,826
+16,394
+84% +$4.46M
PFE icon
159
Pfizer
PFE
$152B
$10.1M 0.13%
405,471
-72,703
-15% -$1.83M
EQIX icon
160
Equinix
EQIX
$102B
$9.77M 0.12%
12,689
+4,512
+55% +$3.54M
CI icon
161
Cigna
CI
$71.7B
$9.58M 0.12%
34,664
+11,691
+51% +$3.28M
ED icon
162
Consolidated Edison
ED
$39.7B
$9.37M 0.12%
93,766
+49,689
+113% +$4.93M
MDB icon
163
MongoDB
MDB
$35.2B
$9.29M 0.12%
21,991
+15,233
+225% +$5.54M
PGR icon
164
Progressive
PGR
$124B
$9.2M 0.11%
40,009
+13,223
+49% +$2.99M
TSN icon
165
Tyson Foods
TSN
$19.9B
$9.1M 0.11%
153,691
-234,023
-60% -$12.9M
ABNB icon
166
Airbnb
ABNB
$112B
$8.85M 0.11%
64,608
+28,684
+80% +$3.57M
COP icon
167
ConocoPhillips
COP
$151B
$8.67M 0.11%
92,139
-6,637
-7% -$600K
TT icon
168
Trane Technologies
TT
$106B
$8.63M 0.11%
22,025
+3,155
+17% +$1.3M
SO icon
169
Southern Company
SO
$106B
$8.6M 0.11%
98,261
+51,195
+109% +$4.67M
PYPL icon
170
PayPal
PYPL
$50.5B
$8.56M 0.11%
144,911
+16,280
+13% +$1.06M
PM icon
171
Philip Morris
PM
$290B
$8.47M 0.11%
52,287
+24,580
+89% +$3.81M
TRV icon
172
Travelers Companies
TRV
$78.6B
$8.45M 0.11%
28,912
+8,375
+41% +$2.36M
ALL icon
173
Allstate
ALL
$66.5B
$8.35M 0.1%
39,947
+16,275
+69% +$3.33M
PNR icon
174
Pentair
PNR
$10.7B
$8.29M 0.1%
78,341
+30,895
+65% +$3.3M
BDX icon
175
Becton Dickinson
BDX
$49.4B
$7.83M 0.1%
40,042
+18,665
+87% +$3.55M
5 6
7
8 9

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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.