VI
Vinva Investment Management Ltd 13F Filings Tracker & Latest Positions (Q2 2026)
Vinva Investment Management LtdCIK: 0001968109
Diversified strategyMomentum followerHigh-turnover trader
Total reported value
$15.1B
Reporting period: 2026-06-30 · Number of holdings: 468
Vinva Investment Management Ltd disclosed 468 holdings in its latest 13F filing for the period ending 2026-06-30, with total reported value of $15.1B and a quarterly turnover rate of 80.9%.
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Personality snowflake
- Concentration
- 7.43
- Portfolio Stability
- 80.95
- Momentum
- 100
- Sector conviction
- 65.23
- Diversification
- 100
- Sizing Uniformity
- 72.24
Vinva Investment Management Ltd's disclosed holdings carry a Herfindahl concentration index of 0.019 — mathematically equivalent to about 54 equally-sized positions, well below its 468 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 2.78), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govAdd GOOG
+231.7% $607.4M
Sold out GOOGL
Add MU
+60.2% $240.1M
Add JBHT
+5121.4% $118.0M
New buy ESN
Add AMD
+60.4% $129.8M
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
Showing top 200 holdings (of 468 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 6.78% | -0.28% | +51.77% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 6.00% | -0.36% | +54.13% | |
| 3 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 5.26% | +2.97% | +231.71% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 3.88% | -0.52% | +60.20% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.41% | +0.05% | +58.69% | |
| 6 | AVGO | Broadcom Inc | Stock-Tech | 2.52% | +0.19% | +58.89% | |
| 7 | MU | Micron Technology Inc | Stock-Tech | 1.93% | +1.30% | +60.20% | |
| 8 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.80% | -0.27% | +54.80% | |
| 9 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.48% | +0.28% | +66.15% | |
| 10 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.39% | +0.03% | +64.10% | |
| 11 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 1.29% | +0.03% | +77.61% | |
| 12 | V | Visa Inc-class A Shares | Stock-Financials | 1.12% | +0.19% | +98.12% | |
| 13 | AMD | Advanced Micro Devices | Stock-Tech | 1.12% | +0.65% | +60.41% | |
| 14 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.06% | -0.23% | +32.63% | |
| 15 | JBL | Jabil Inc | Stock-Tech | 1.03% | +0.23% | +60.79% | |
| 16 | TPR | Tapestry Inc | Stock-Consumer Disc | 0.99% | +0.05% | +85.42% | |
| 17 | MA | Mastercard Inc - A | Stock-Financials | 0.97% | +0.06% | +93.22% | |
| 18 | MSCI | Msci Inc | Stock-Financials | 0.92% | -0.09% | +62.52% | |
| 19 | ROST | Ross Stores Inc | Stock-Consumer Disc | 0.88% | +0.60% | +487.42% | |
| 20 | TER | Teradyne Inc | Stock-Tech | 0.87% | +0.49% | +158.38% | |
| 21 | ABBV | Abbvie Inc | Stock-Healthcare | 0.86% | +0.14% | +87.72% | |
| 22 | FTNT | Fortinet Inc | Stock-Tech | 0.85% | +0.26% | +37.79% | |
| 23 | JBHT | Hunt (jb) Transprt Svcs Inc | Stock-Industrials | 0.79% | +0.77% | +5121.38% | |
| 24 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.77% | +0.08% | +95.14% | |
| 25 | BAC | Bank Of America CORP | Stock-Financials | 0.75% | +0.16% | +93.36% | |
| 26 | LRCX | Lam Research CORP | Stock-Tech | 0.74% | +0.29% | +49.51% | |
| 27 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.73% | +0.02% | +93.82% | |
| 28 | ESN | Essential 40 Stock ETF | ETF-Other | 0.72% | +0.72% | NEW | |
| 29 | ADSK | Autodesk Inc | Stock-Tech | 0.70% | — | +123.70% | |
| 30 | NTAP | Netapp Inc | Stock-Tech | 0.66% | -0.02% | +18.73% | |
| 31 | FTV | Fortive CORP | Stock-Tech | 0.66% | +0.25% | +163.79% | |
| 32 | EXPE | Expedia Group Inc | Stock-Consumer Disc | 0.66% | -0.09% | +41.77% | |
| 33 | VICI | Vici Properties Inc | Stock-Real Estate | 0.64% | +0.42% | +433.33% | |
| 34 | AMAT | Applied Materials Inc | Stock-Tech | 0.62% | +0.20% | +27.43% | |
| 35 | ADBE | Adobe Inc | Stock-Tech | 0.62% | +0.05% | +137.52% | |
| 36 | BR | Broadridge Financial Solutio | Stock-Tech | 0.62% | +0.13% | +182.60% | |
| 37 | EOG | Eog Resources Inc | Stock-Energy | 0.61% | +0.14% | +178.46% | |
| 38 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.61% | +0.15% | +135.97% | |
| 39 | WMT | Walmart Inc | Stock-Consumer Staples | 0.59% | -0.26% | +39.13% | |
| 40 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.58% | -0.07% | +75.60% | |
| 41 | CBOE | Cboe Global Markets Inc | Stock-Financials | 0.57% | -0.16% | +77.90% | |
| 42 | COKE | Coca-cola Consolidated Inc | Stock-Consumer Staples | 0.54% | +0.54% | NEW | |
| 43 | AER | AerCap Holdings N.V. | Stock-Industrials | 0.53% | +0.20% | +163.93% | |
| 44 | GEN | Gen Digital Inc | Stock-Tech | 0.53% | +0.31% | +228.90% | |
| 45 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.52% | +0.19% | +204.11% | |
| 46 | C | Citigroup Inc | Stock-Financials | 0.51% | +0.10% | +76.07% | |
| 47 | EXE | Expand Energy CORP | Stock-Energy | 0.51% | +0.46% | +2263.83% | |
| 48 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.50% | +0.28% | +160.67% | |
| 49 | WDC | Western Digital CORP | Stock-Tech | 0.49% | +0.31% | +102.51% | |
| 50 | EME | Emcor Group Inc | Stock-Industrials | 0.49% | -0.02% | +54.85% |
1–50 of 200
Portfolio Performance
Performance for Q3 2026
+2.9%
Performance Last 4 Quarters
+22.7%
- Stdev
- +13.6%
- Beta
- +1.03
- Alpha
- -0.5%
- Max Drawdown
- -9.7%
- Annualized Perf
- +21.1%
- Batting Avg vs S&P
- +58.3%
- Sortino
- +3.1
- Stutzer
- +0.44
- Treynor
- +0.2
- Sterling
- +1.26
- Calmar
- +2.16
- Information Ratio
- +0.05
- Tracking Error
- +2.4%
- Stdev Down
- +6.5%
- Winning Months %
- +69.4%
- Losing Months %
- +30.6%
- Best 12 Months
- +35.8%
- Worst 12 Months
- +5.7%
- Efficiency Ratio
- +0.63
- Sharpe
- +1.49
- Stdev Sectors
- +10.7%
- Skewness
- +0.11
- Kurtosis
- -0.07
- Upside Potential
- +4.72
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
Holding changes this quarter
Vinva Investment Management Ltd's most significant position changes for 2026-06-30: Sold out: Alphabet Inc-cl A (GOOGL); New buy: Essential 40 Stock ETF (ESN); New buy: Coca-cola Consolidated Inc (COKE); New buy: Avantis Intl Sm Cap Eq ETF (AVDS); New buy: Flex Ltd. (FLEX).
Showing top 200 changes by size (of 551 total)
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOG | Alphabet Inc-cl C | +3% | +231.71% | Add |
| 2 | MU | Micron Technology Inc | +1.3% | +60.20% | Add |
| 3 | JBHT | Hunt (jb) Transprt Svcs Inc | +0.8% | +5121.38% | Add |
| 4 | ESN | Essential 40 Stock ETF | +0.7% | NEW | New buy |
| 5 | AMD | Advanced Micro Devices | +0.7% | +60.41% | Add |
| 6 | ROST | Ross Stores Inc | +0.6% | +487.42% | Add |
| 7 | COKE | Coca-cola Consolidated Inc | +0.5% | NEW | New buy |
| 8 | TER | Teradyne Inc | +0.5% | +158.38% | Add |
| 9 | AVDS | Avantis Intl Sm Cap Eq ETF | +0.5% | NEW | New buy |
| 10 | EXE | Expand Energy CORP | +0.5% | +2263.83% | Add |
| 11 | VICI | Vici Properties Inc | +0.4% | +433.33% | Add |
| 12 | KEYS | Keysight Technologies In | +0.4% | +2905.69% | Add |
| 13 | FLEX | Flex Ltd. | +0.4% | NEW | New buy |
| 14 | INTC | Intel CORP | +0.4% | +406.74% | Add |
| 15 | PNFP | Pinnacle Financial Partners | +0.4% | NEW | New buy |
| 16 | CNC | Centene CORP | +0.4% | NEW | New buy |
| 17 | CMCSA | Comcast Corp-class A | +0.4% | NEW | New buy |
| 18 | GEN | Gen Digital Inc | +0.3% | +228.90% | Add |
| 19 | WDC | Western Digital CORP | +0.3% | +102.51% | Add |
| 20 | LRCX | Lam Research CORP | +0.3% | +49.51% | Add |
| 21 | LLY | Eli Lilly & Co | +0.3% | +66.15% | Add |
| 22 | UNH | Unitedhealth Group Inc | +0.3% | +160.67% | Add |
| 23 | STX | Seagate Technology Holdings plc | +0.3% | +79.11% | Add |
| 24 | NBIX | Neurocrine Biosciences Inc | +0.3% | +360.89% | Add |
| 25 | FTNT | Fortinet Inc | +0.3% | +37.79% | Add |
| 26 | FTV | Fortive CORP | +0.3% | +163.79% | Add |
| 27 | JBL | Jabil Inc | +0.2% | +60.79% | Add |
| 28 | GWW | Ww Grainger Inc | +0.2% | +272.71% | Add |
| 29 | ✓ | +0.2% | NEW | New buy | |
| 30 | AMAT | Applied Materials Inc | +0.2% | +27.43% | Add |
| 31 | AER | AerCap Holdings N.V. | +0.2% | +163.93% | Add |
| 32 | AVGO | Broadcom Inc | +0.2% | +58.89% | Add |
| 33 | V | Visa Inc-class A Shares | +0.2% | +98.12% | Add |
| 34 | TJX | Tjx Companies Inc | +0.2% | +204.11% | Add |
| 35 | FIX | Comfort Systems USA Inc | +0.2% | +178.97% | Add |
| 36 | FTI | TechnipFMC plc | +0.2% | NEW | New buy |
| 37 | BAC | Bank Of America CORP | +0.2% | +93.36% | Add |
| 38 | ALNY | Alnylam Pharmaceuticals Inc | +0.2% | +323.41% | Add |
| 39 | SYF | Synchrony Financial | +0.2% | +348.86% | Add |
| 40 | BRK-A | Berkshire Hathaway Inc-cl A | +0.2% | +135.97% | Add |
| 41 | PCG | P G & E CORP | +0.2% | NEW | New buy |
| 42 | ABBV | Abbvie Inc | +0.1% | +87.72% | Add |
| 43 | EOG | Eog Resources Inc | +0.1% | +178.46% | Add |
| 44 | MDB | Mongodb Inc | +0.1% | +164.58% | Add |
| 45 | ALAB | Astera Labs Inc | +0.1% | +78.60% | Add |
| 46 | WDAY | Workday Inc-class A | +0.1% | +5002.21% | Add |
| 47 | BR | Broadridge Financial Solutio | +0.1% | +182.60% | Add |
| 48 | TEAM | Atlassian Corp-cl A | +0.1% | +206.04% | Add |
| 49 | CIEN | Ciena CORP | +0.1% | +308.44% | Add |
| 50 | ✓ | +0.1% | NEW | New buy |
1–50 of 200
Filing History
FAQ
What is Vinva Investment Management Ltd and what type of investor is it?
Vinva Investment Management Ltd is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-06-30), the firm manages a tracked equity portfolio valued at approximately $15.1B, spread across 468 disclosed positions.
What are Vinva Investment Management Ltd's largest equity positions?
Based on the latest 13F filing, Vinva Investment Management Ltd's top holdings by market value are:
1. Nvidia CORP (NVDA) — $1.0B (6.8%)
2. Apple Inc (AAPL) — $903.2M (6.0%)
3. Alphabet Inc-cl C (GOOG) — $792.4M (5.3%)
4. Microsoft CORP (MSFT) — $584.5M (3.9%)
5. Amazon.com Inc (AMZN) — $514.0M (3.4%)
What changes did Vinva Investment Management Ltd make in its most recent portfolio filing?
In the latest reported quarter, Vinva Investment Management Ltd made 200 notable position adjustments: 22 new positions were initiated, 140 existing holdings were added to, 14 positions were partially reduced, and 24 were completely exited. The largest of these moves: Sold out: Alphabet Inc-cl A (GOOGL); New buy: Essential 40 Stock ETF (ESN); New buy: Coca-cola Consolidated Inc (COKE); New buy: Avantis Intl Sm Cap Eq ETF (AVDS); New buy: Flex Ltd. (FLEX)
What sectors does Vinva Investment Management Ltd focus on?
Vinva Investment Management Ltd is concentrated in the following sectors based on its current disclosed equity portfolio:
• Information Technology: 40.7%
• Financials: 11.9%
• Health Care: 10.7%
• Consumer Discretionary: 9.7%
• Communication Services: 9.3%
• Industrials: 7.2%
Investment Profile
Vinva Investment Management Ltd returned an annualized 21.1% over the trailing 36 months — underperforming the S&P 500 by 0.5 points — based on a reconstructed track record of its disclosed 13F positions, with a beta of 1.03 (roughly in line with the market) and a 58% quarterly batting average against the index.
Its portfolio is broadly diversified and fast-trading, with 40.7% of the portfolio concentrated in Information Technology.
Its turnover score has risen from 0 to 81 over the past 4 quarters — a shift toward more active trading.
It has added to its MU position over the past two quarters (+$245.9M, now $291.2M), while trimming GDDY over the same stretch (-$47.4M, still holding $1.6M).
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