We are live on ! Find out more
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
NVDA icon
1
NVIDIA
NVDA
$4.86T
$603M 7.51%
3,215,088
+1,046,248
+48% +$195M
AAPL icon
2
Apple
AAPL
$4.54T
$536M 6.68%
1,962,603
+696,212
+55% +$187M
MSFT icon
3
Microsoft
MSFT
$3.45T
$443M 5.52%
908,934
+321,114
+55% +$161M
GOOGL icon
4
Alphabet (Google) Class A
GOOGL
$4.36T
$440M 5.49%
1,401,954
+904,530
+182% +$258M
AMZN icon
5
Amazon
AMZN
$2.92T
$297M 3.71%
1,279,081
+490,084
+62% +$112M
AVGO icon
6
Broadcom
AVGO
$1.85T
$213M 2.65%
607,842
+223,200
+58% +$79.8M
META icon
7
Meta Platforms (Facebook)
META
$1.42T
$200M 2.5%
+301,057
New +$201M
TSLA icon
8
Tesla
TSLA
$1.23T
$135M 1.69%
297,696
+92,253
+45% +$40.9M
LLY icon
9
Eli Lilly
LLY
$1.02T
$105M 1.31%
97,583
+34,930
+56% +$33.4M
JPM icon
10
JPMorgan Chase
JPM
$935B
$104M 1.29%
321,223
+112,006
+54% +$34.7M
MA icon
11
Mastercard
MA
$502B
$91M 1.13%
157,558
+67,362
+75% +$37.7M
V icon
12
Visa
V
$684B
$87M 1.08%
245,904
+96,469
+65% +$32.9M
MSCI icon
13
MSCI
MSCI
$41.6B
$73.1M 0.91%
125,355
+44,666
+55% +$25.1M
TPR icon
14
Tapestry
TPR
$30.8B
$66.2M 0.83%
506,737
+305,837
+152% +$35M
CBRE icon
15
CBRE Group
CBRE
$42.5B
$64.5M 0.8%
395,212
+169,655
+75% +$26.7M
TFC icon
16
Truist Financial
TFC
$63.3B
$62M 0.77%
1,251,183
+683,014
+120% +$31.5M
QCOM icon
17
Qualcomm
QCOM
$155B
$61.8M 0.77%
355,960
+149,367
+72% +$25.6M
WMT icon
18
Walmart Inc
WMT
$885B
$59.2M 0.74%
528,520
+193,618
+58% +$20.8M
JBL icon
19
Jabil
JBL
$33B
$58.9M 0.73%
252,769
+107,304
+74% +$22.9M
BKNG icon
20
Booking.com
BKNG
$149B
$57.7M 0.72%
265,625
+183,800
+225% +$37.8M
NTAP icon
21
NetApp
NTAP
$35B
$56.6M 0.71%
516,620
+249,994
+94% +$28.5M
SYF icon
22
Synchrony
SYF
$24.7B
$56.4M 0.7%
668,541
+271,033
+68% +$20.7M
EXPE icon
23
Expedia Group
EXPE
$35.4B
$56M 0.7%
194,594
+77,951
+67% +$19.3M
ABBV icon
24
AbbVie
ABBV
$443B
$55.1M 0.69%
240,030
+77,446
+48% +$17.6M
ADSK icon
25
Autodesk
ADSK
$49.5B
$52.7M 0.66%
175,960
+109,486
+165% +$33.1M
1
2 3 4 5

Similar funds

FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
MAM
Madison Asset Management Madison, Wisconsin $8.06B AUM 11.81% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
AIM
Allen Investment Management New York $8.09B AUM 16.78% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return
MT
Midwest Trust Overland Park, Kansas $8.02B AUM 23.54% 1-Year Est. Return
WA
Whitebox Advisors Minneapolis, Minnesota $8.12B AUM 15.85% 1-Year Est. Return
EGM
Engineers Gate Manager New York $8B AUM 17.32% 1-Year Est. Return

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.