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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
MET icon
201
MetLife
MET
$61.7B
$3.2M 0.08%
39,794
+22,036
+124% +$1.7M
PSA icon
202
Public Storage
PSA
$60.5B
$3.16M 0.08%
10,913
+2,600
+31% +$770K
GM icon
203
General Motors
GM
$78.4B
$3.09M 0.08%
62,279
-29,227
-32% -$1.39M
DLR icon
204
Digital Realty Trust
DLR
$71.3B
$3.09M 0.08%
18,042
+14,892
+473% +$2.44M
SPG icon
205
Simon Property Group
SPG
$71.4B
$3.05M 0.08%
19,023
-1,306
-6% -$206K
GWW icon
206
W.W. Grainger
GWW
$61.6B
$3.03M 0.08%
2,942
+2,386
+429% +$2.48M
TDG icon
207
TransDigm Group
TDG
$68.5B
$3.01M 0.08%
2,011
+217
+12% +$305K
AMP icon
208
Ameriprise Financial
AMP
$49.4B
$3M 0.08%
5,676
+2,250
+66% +$1.11M
SLB icon
209
SLB Ltd
SLB
$79.9B
$2.95M 0.08%
86,727
+14,944
+21% +$518K
TEL icon
210
TE Connectivity
TEL
$64.2B
$2.92M 0.08%
17,507
+6,866
+65% +$1.04M
BDX icon
211
Becton Dickinson
BDX
$49.1B
$2.9M 0.08%
16,954
+2,396
+16% +$439K
HUBS icon
212
HubSpot
HUBS
$11.1B
$2.81M 0.07%
5,096
+1,184
+30% +$693K
FICO icon
213
Fair Isaac
FICO
$22.3B
$2.78M 0.07%
1,530
+233
+18% +$438K
FTV icon
214
Fortive
FTV
$18.9B
$2.77M 0.07%
38,739
+24,446
+171% +$1.28M
AON icon
215
Aon
AON
$75.3B
$2.76M 0.07%
7,821
+719
+10% +$261K
RSG icon
216
Republic Services
RSG
$66.2B
$2.65M 0.07%
10,858
+5,834
+116% +$1.44M
TRGP icon
217
Targa Resources
TRGP
$57.3B
$2.63M 0.07%
15,105
+4,822
+47% +$810K
CMG icon
218
Chipotle Mexican Grill
CMG
$40.4B
$2.59M 0.07%
46,974
-15,154
-24% -$771K
ELV icon
219
Elevance Health
ELV
$85.6B
$2.59M 0.07%
6,778
-4,655
-41% -$1.87M
SHW icon
220
Sherwin-Williams
SHW
$88.9B
$2.58M 0.07%
7,472
-5,540
-43% -$1.92M
ORLY icon
221
O'Reilly Automotive
ORLY
$75.4B
$2.57M 0.07%
28,783
+2,368
+9% +$216K
AME icon
222
Ametek
AME
$59B
$2.53M 0.07%
13,999
+5,958
+74% +$1.03M
AXON
223
Axon Enterprise
AXON
$50.4B
$2.51M 0.07%
3,063
-501
-14% -$341K
CME icon
224
CME Group
CME
$93.7B
$2.48M 0.06%
9,042
-2,955
-25% -$804K
CVNA icon
225
Carvana
CVNA
$78.5B
$2.48M 0.06%
38,880
+28,095
+261% +$1.54M
7 8
9
10 11

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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.