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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
FTNT icon
176
Fortinet
FTNT
$120B
$4.45M 0.12%
43,118
-2,041
-5% -$206K
MPC icon
177
Marathon Petroleum
MPC
$90B
$4.4M 0.11%
26,306
+3,342
+15% +$501K
UPS icon
178
United Parcel Service
UPS
$89.1B
$4.34M 0.11%
42,940
+7,257
+20% +$714K
DUK icon
179
Duke Energy
DUK
$94.5B
$4.29M 0.11%
36,695
+13,666
+59% +$1.61M
KR icon
180
Kroger
KR
$34.6B
$4.24M 0.11%
59,306
+43,649
+279% +$3.01M
ABNB icon
181
Airbnb
ABNB
$111B
$4.24M 0.11%
31,485
+7,101
+29% +$899K
ANET icon
182
Arista Networks
ANET
$242B
$4.18M 0.11%
42,102
+12,190
+41% +$1.05M
NET icon
183
Cloudflare
NET
$111B
$4.15M 0.11%
21,405
-35
-0.2% -$5.08K
INTC icon
184
Intel
INTC
$492B
$4.11M 0.11%
181,177
-9,004
-5% -$187K
FCX icon
185
Freeport-McMoran
FCX
$98.7B
$4.09M 0.11%
88,603
+19,771
+29% +$751K
TMUS icon
186
T-Mobile US
TMUS
$191B
$4.06M 0.11%
17,253
-3,386
-16% -$827K
HEI icon
187
HEICO Corp
HEI
$50.9B
$3.97M 0.1%
+14,323
New +$3.96M
ECL icon
188
Ecolab
ECL
$79.7B
$3.89M 0.1%
14,544
-3,931
-21% -$999K
HBAN icon
189
Huntington Bancshares
HBAN
$35.6B
$3.81M 0.1%
229,218
+211,927
+1,226% +$3.2M
PGR icon
190
Progressive
PGR
$124B
$3.69M 0.1%
13,986
-6,345
-31% -$1.74M
WMB icon
191
Williams Companies
WMB
$87.9B
$3.67M 0.1%
58,585
+53,808
+1,126% +$3.18M
MSI icon
192
Motorola Solutions
MSI
$76.5B
$3.61M 0.09%
8,616
+2,051
+31% +$858K
ALL icon
193
Allstate
ALL
$68.2B
$3.49M 0.09%
17,836
+8,915
+100% +$1.78M
REGN icon
194
Regeneron Pharmaceuticals
REGN
$83.2B
$3.48M 0.09%
6,682
+1,182
+21% +$660K
ACN icon
195
Accenture
ACN
$109B
$3.42M 0.09%
11,560
-909
-7% -$277K
VLTO icon
196
Veralto
VLTO
$23.7B
$3.33M 0.09%
32,962
+19,886
+152% +$1.92M
URI icon
197
United Rentals
URI
$70.8B
$3.29M 0.09%
4,376
+3,562
+438% +$2.38M
DOC icon
198
Healthpeak Properties
DOC
$14.4B
$3.27M 0.09%
188,261
+157,084
+504% +$2.79M
AKAM icon
199
Akamai
AKAM
$16.9B
$3.23M 0.08%
40,613
+36,577
+906% +$2.84M
KEYS icon
200
Keysight
KEYS
$57.3B
$3.21M 0.08%
19,528
-20,657
-51% -$3.15M
6 7
8
9 10

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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.