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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
TSN icon
201
Tyson Foods
TSN
$20.1B
$7.12M 0.09%
111,671
-42,020
-27% -$2.61M
SYF icon
202
Synchrony
SYF
$25.4B
$6.98M 0.09%
105,694
-562,847
-84% -$40.9M
HEI icon
203
HEICO Corp
HEI
$50.9B
$6.81M 0.08%
25,689
+6,752
+36% +$2.17M
PEG icon
204
Public Service Enterprise Group
PEG
$37.2B
$6.43M 0.08%
78,985
+10,170
+15% +$834K
HLT icon
205
Hilton Worldwide
HLT
$70B
$6.42M 0.08%
21,695
-14,131
-39% -$4.28M
CW icon
206
Curtiss-Wright
CW
$25.6B
$6.32M 0.08%
+10,005
New +$6.65M
TXN icon
207
Texas Instruments
TXN
$256B
$6.27M 0.08%
33,617
+19,517
+138% +$3.95M
COP icon
208
ConocoPhillips
COP
$148B
$5.79M 0.07%
43,588
-48,551
-53% -$5.38M
CIEN icon
209
Ciena
CIEN
$54.9B
$5.74M 0.07%
15,726
+1,073
+7% +$328K
TDG icon
210
TransDigm Group
TDG
$67.6B
$5.73M 0.07%
5,062
+3,081
+156% +$4.04M
TT icon
211
Trane Technologies
TT
$105B
$5.59M 0.07%
13,835
-8,190
-37% -$3.48M
EIX icon
212
Edison International
EIX
$26.1B
$5.59M 0.07%
77,766
-202,377
-72% -$13.6M
DHR icon
213
Danaher
DHR
$147B
$5.58M 0.07%
30,329
-29,621
-49% -$6.31M
OKE icon
214
Oneok
OKE
$56.9B
$5.36M 0.07%
+57,617
New +$4.74M
SPOT icon
215
Spotify
SPOT
$105B
$5.32M 0.07%
11,208
-2,012
-15% -$1.01M
AME icon
216
Ametek
AME
$58B
$5.2M 0.06%
24,969
-10,087
-29% -$2.24M
OTIS icon
217
Otis Worldwide
OTIS
$27.7B
$5.1M 0.06%
66,870
+50,877
+318% +$4.45M
HD icon
218
Home Depot
HD
$350B
$5.09M 0.06%
16,093
-113
-0.7% -$41.2K
MMM icon
219
3M
MMM
$93.9B
$4.83M 0.06%
33,881
+13,585
+67% +$2.16M
SYY icon
220
Sysco
SYY
$40.1B
$4.71M 0.06%
67,944
+6,910
+11% +$571K
RSG icon
221
Republic Services
RSG
$65.7B
$4.57M 0.06%
+20,627
New +$4.52M
IBKR icon
222
Interactive Brokers
IBKR
$41.1B
$4.54M 0.06%
71,241
-6,030
-8% -$430K
FICO icon
223
Fair Isaac
FICO
$22.7B
$4.39M 0.05%
4,192
+1,482
+55% +$2.03M
SOLV icon
224
Solventum
SOLV
$14.5B
$4.31M 0.05%
67,991
-14,294
-17% -$1.06M
PSA icon
225
Public Storage
PSA
$60.8B
$4.27M 0.05%
16,102
-1,656
-9% -$475K
7 8
9
10 11

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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.