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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
MO icon
176
Altria Group
MO
$109B
$9.71M 0.12%
144,872
+42,896
+42% +$2.76M
NBIX icon
177
Neurocrine Biosciences
NBIX
$16.8B
$9.67M 0.12%
75,096
+369
+0.5% +$49K
P
178
Everpure Inc
P
$32.6B
$9.63M 0.12%
169,062
-46,222
-21% -$3.13M
PM icon
179
Philip Morris
PM
$290B
$9.5M 0.12%
57,622
+5,335
+10% +$927K
DG icon
180
Dollar General
DG
$27B
$9.46M 0.12%
80,251
+76,492
+2,035% +$10.9M
PGR icon
181
Progressive
PGR
$124B
$9.36M 0.12%
46,500
+6,491
+16% +$1.34M
CI icon
182
Cigna
CI
$73.6B
$9.25M 0.11%
35,859
+1,195
+3% +$331K
DPZ icon
183
Domino's
DPZ
$11.5B
$9.25M 0.11%
26,196
+25,676
+4,938% +$10.1M
VLTO icon
184
Veralto
VLTO
$23.7B
$9.21M 0.11%
107,112
-19,131
-15% -$1.82M
KR icon
185
Kroger
KR
$34.6B
$8.85M 0.11%
120,102
-171,949
-59% -$11.6M
AON icon
186
Aon
AON
$75.7B
$8.66M 0.11%
26,725
+7,629
+40% +$2.54M
HAL icon
187
Halliburton
HAL
$28B
$8.65M 0.11%
+220,405
New +$7.63M
UHT
188
Universal Health Realty Income Trust
UHT
$576M
$8.55M 0.11%
+46,965
New +$1.95M
CEG icon
189
Constellation Energy
CEG
$95.8B
$8.54M 0.11%
28,211
+22,938
+435% +$6.97M
BLK icon
190
Blackrock
BLK
$175B
$8.49M 0.11%
+9,085
New +$9.56M
HEI.A icon
191
HEICO Corp Class A
HEI.A
$37B
$8.32M 0.1%
+40,612
New +$10M
TXT icon
192
Textron
TXT
$15.3B
$7.94M 0.1%
92,369
-245,761
-73% -$22.9M
MELI icon
193
Mercado Libre
MELI
$92.5B
$7.93M 0.1%
4,897
-1,957
-29% -$3.78M
CTAS icon
194
Cintas
CTAS
$81.1B
$7.93M 0.1%
47,000
+14,725
+46% +$2.82M
SE icon
195
Sea Limited
SE
$70.3B
$7.5M 0.09%
95,729
-274,636
-74% -$29.4M
RJF icon
196
Raymond James Financial
RJF
$34.5B
$7.49M 0.09%
53,129
-121,562
-70% -$19.3M
OKTA icon
197
Okta
OKTA
$26.2B
$7.44M 0.09%
98,594
+78,516
+391% +$6.52M
SLB icon
198
SLB Ltd
SLB
$78.9B
$7.4M 0.09%
+143,517
New +$6.97M
VEEV icon
199
Veeva Systems
VEEV
$38.1B
$7.23M 0.09%
41,077
-12,198
-23% -$2.4M
RCL icon
200
Royal Caribbean
RCL
$82.4B
$7.19M 0.09%
27,510
+9,690
+54% +$2.89M
6 7
8
9 10

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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.