13F holdings
Vinva Investment Management Ltd portfolio
Managed by . 435 reported positions worth $8.1B as of 2026-03-31, filed with the SEC on 2026-05-14. Parsed from the filing itself, not a reseller.
$8.1B
Book value
435
Positions
33%
Top 10 weight
+113
New this quarter
-74
Exited
134 days
Age today
How old this actually is
Every position on this page is a snapshot of 2026-03-31. It was already 44 days old on 2026-05-14, the day it first became public. Today it is 134 days old.
That lag is the law, not a service level — Rule 13f-1 gives managers 45 days after quarter end to file, and no product can shorten it. A fund can have sold every share below before you read this sentence. Treat it as a record of what happened, never as a position you can follow.
What changed
Positions opened and closed
Against its 2025-12-31 filing. This is the part worth reading — the holdings table below is mostly years old.
New positions (113)
| Ticker | Issuer | Value | Shares | % of book |
|---|---|---|---|---|
| GOOG | ALPHABET INC | $185.0M | 677,435 | 2.29% |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $37.2M | 78,327 | 0.46% |
| ATS | ATS CORPORATION | $36.5M | 2,088,947 | 0.45% |
| LRCX | LAM RESEARCH CORP | $36.4M | 182,047 | 0.45% |
| PINNACLE FINL PARTNERS I | PINNACLE FINL PARTNERS INC | $35.7M | 420,063 | 0.44% |
| NIU | NIU TECHNOLOGIES | $35.4M | 530,711 | 0.44% |
| MTD | METTLER TOLEDO INTERNATIONAL | $34.6M | 27,760 | 0.43% |
| COMCAST CORP NEW | COMCAST CORP NEW | $21.5M | 744,176 | 0.27% |
| FLNG | FLEX LNG LTD | $20.5M | 337,980 | 0.25% |
| MCO | MOODYS CORP | $20.4M | 47,243 | 0.25% |
| TEL | TE CONNECTIVITY PLC | $19.4M | 97,543 | 0.24% |
| BKR | BAKER HUGHES COMPANY | $14.6M | 239,814 | 0.18% |
| KMRK | K-TECH SOLUTIONS CO LTD | $14.5M | 236,711 | 0.18% |
| KMI | KINDER MORGAN INC DEL | $13.2M | 393,065 | 0.16% |
| ANET | ARISTA NETWORKS INC | $12.9M | 110,708 | 0.16% |
| LNG | CHENIERE ENERGY INC | $12.0M | 40,790 | 0.15% |
| HAL | HALLIBURTON CO | $8.7M | 220,405 | 0.11% |
| UHT | UNIVERSAL HEALTH RLTY INCOME | $8.6M | 46,965 | 0.11% |
| BLK | BLACKROCK INC | $8.5M | 9,085 | 0.11% |
| HEI/A | HEICO CORP NEW | $8.3M | 40,612 | 0.10% |
| SLB | SLB LIMITED | $7.4M | 143,517 | 0.09% |
| CW | CURTISS WRIGHT CORP | $6.3M | 10,005 | 0.08% |
| OKE | ONEOK INC NEW | $5.4M | 57,617 | 0.07% |
| RSG | REPUBLIC SVCS INC | $4.6M | 20,627 | 0.06% |
| EXE | EXPAND ENERGY CORPORATION | $4.1M | 36,930 | 0.05% |
Closed out (74)
| Ticker | Issuer | Was worth | Shares | % of book |
|---|---|---|---|---|
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $34.9M | 69,287 | 0.00% |
| UHS | UNIVERSAL HLTH SVCS INC | $24.5M | 108,776 | 0.00% |
| TROW | PRICE T ROWE GROUP INC | $24.3M | 234,795 | 0.00% |
| SSNC | SS&C TECHNOLOGIES HLDGS INC | $23.7M | 267,781 | 0.00% |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $22.9M | 272,522 | 0.00% |
| PCG | PG&E CORP | $20.7M | 1,284,626 | 0.00% |
| CMCSA | COMCAST CORP NEW | $14.3M | 478,135 | 0.00% |
| HO1 | HOLOGIC INC | $12.3M | 165,362 | 0.00% |
| MTB | M & T BK CORP | $11.6M | 56,885 | 0.00% |
| FLEX LTD | FLEX LTD | $11.4M | 184,300 | 0.00% |
| ABNB | AIRBNB INC | $8.8M | 64,608 | 0.00% |
| TRV | TRAVELERS COMPANIES INC | $8.5M | 28,912 | 0.00% |
| BDX | BECTON DICKINSON & CO | $7.8M | 40,042 | 0.00% |
| CHKP | CHECK POINT SOFTWARE TECH LT | $7.7M | 41,270 | 0.00% |
| PRU | PRUDENTIAL FINL INC | $5.7M | 50,256 | 0.00% |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $4.9M | 53,982 | 0.00% |
| NTNX | NUTANIX INC | $4.7M | 89,686 | 0.00% |
| RBLX | ROBLOX CORP | $4.2M | 50,810 | 0.00% |
| WSM | WILLIAMS SONOMA INC | $4.0M | 21,784 | 0.00% |
| PANW | PALO ALTO NETWORKS INC | $2.9M | 15,463 | 0.00% |
| WIX | WIX COM LTD | $2.6M | 24,992 | 0.00% |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $2.4M | 16,600 | 0.00% |
| CF | CF INDS HLDGS INC | $2.4M | 30,649 | 0.00% |
| SPG | SIMON PPTY GROUP INC NEW | $2.2M | 11,947 | 0.00% |
| FCNCA | FIRST CTZNS BANCSHARES INC D | $2.0M | 924 | 0.00% |
Added to (199)
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | $569.8M | 3,450,141 | 7.06% | +7% |
| AAPL | APPLE INC | $512.9M | 2,080,355 | 6.36% | +6% |
| MSFT | MICROSOFT CORP | $355.3M | 989,866 | 4.40% | +9% |
| AMZN | AMAZON COM INC | $271.0M | 1,348,782 | 3.36% | +5% |
| AVGO | BROADCOM INC | $187.8M | 640,029 | 2.33% | +5% |
| META | META PLATFORMS INC | $166.9M | 311,142 | 2.07% | +3% |
| JPM | JPMORGAN CHASE & CO | $109.5M | 385,940 | 1.36% | +20% |
| CL | COLGATE PALMOLIVE CO | $101.7M | 1,176,008 | 1.26% | +751% |
| LLY | ELI LILLY & CO | $96.5M | 108,892 | 1.20% | +12% |
| MSCI | MSCI INC | $81.4M | 152,260 | 1.01% | +21% |
| TPR | TAPESTRY INC | $75.5M | 544,596 | 0.94% | +7% |
| V | VISA INC | $74.7M | 249,316 | 0.93% | +1% |
| WMT | WALMART INC | $68.9M | 557,893 | 0.85% | +6% |
| DVN | DEVON ENERGY CORP NEW | $68.5M | 1,326,747 | 0.85% | +6% |
| JBL | JABIL INC | $64.2M | 257,130 | 0.80% | +2% |
Trimmed (107)
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| DOCU | DOCUSIGN INC | $2.9M | 42,213 | 0.04% | -93% |
| LDOS | LEIDOS HOLDINGS INC | $1.8M | 11,969 | 0.02% | -90% |
| CCI | CROWN CASTLE INC | $2.0M | 25,722 | 0.03% | -89% |
| PYPL | PAYPAL HLDGS INC | $878,838 | 19,674 | 0.01% | -86% |
| SYF | SYNCHRONY FINANCIAL | $7.0M | 105,694 | 0.09% | -84% |
| HIG | HARTFORD INSURANCE GROUP INC | $2.3M | 16,790 | 0.03% | -84% |
| BWA | BORGWARNER INC | $260,947 | 3,404 | 0.00% | -82% |
| GRAB | GRAB HOLDINGS LIMITED | $1.1M | 316,470 | 0.01% | -78% |
| HUBB | HUBBELL INC | $1.1M | 2,272 | 0.01% | -76% |
| PWR | QUANTA SVCS INC | $501,219 | 939 | 0.01% | -75% |
| PNR | PENTAIR PLC | $1.7M | 19,961 | 0.02% | -75% |
| SE | SEA LTD | $7.5M | 95,729 | 0.09% | -74% |
| L | LOEWS CORP | $427,130 | 4,036 | 0.01% | -73% |
| TXT | TEXTRON INC | $7.9M | 92,369 | 0.10% | -73% |
| STT | STATE STR CORP | $3.4M | 27,145 | 0.04% | -73% |
The book
Largest 150 of 435 holdings
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | $569.8M | 3,450,141 | 7.06% | — |
| AAPL | APPLE INC | $512.9M | 2,080,355 | 6.36% | — |
| MSFT | MICROSOFT CORP | $355.3M | 989,866 | 4.40% | — |
| AMZN | AMAZON COM INC | $271.0M | 1,348,782 | 3.36% | — |
| GOOGL | ALPHABET INC | $224.4M | 820,298 | 2.78% | — |
| AVGO | BROADCOM INC | $187.8M | 640,029 | 2.33% | — |
| GOOG | ALPHABET INC | $185.0M | 677,435 | 2.29% | — |
| META | META PLATFORMS INC | $166.9M | 311,142 | 2.07% | — |
| JPM | JPMORGAN CHASE & CO | $109.5M | 385,940 | 1.36% | — |
| TSLA | TESLA INC | $103.9M | 292,738 | 1.29% | — |
| CL | COLGATE PALMOLIVE CO | $101.7M | 1,176,008 | 1.26% | — |
| LLY | ELI LILLY & CO | $96.5M | 108,892 | 1.20% | — |
| MSCI | MSCI INC | $81.4M | 152,260 | 1.01% | — |
| TPR | TAPESTRY INC | $75.5M | 544,596 | 0.94% | — |
| V | VISA INC | $74.7M | 249,316 | 0.93% | — |
| MA | MASTERCARD INCORPORATED | $73.1M | 147,968 | 0.91% | — |
| WMT | WALMART INC | $68.9M | 557,893 | 0.85% | — |
| DVN | DEVON ENERGY CORP NEW | $68.5M | 1,326,747 | 0.85% | — |
| JBL | JABIL INC | $64.2M | 257,130 | 0.80% | — |
| EXPE | EXPEDIA GROUP INC | $60.3M | 262,460 | 0.75% | — |
| CBOE | CBOE GLOBAL MKTS INC | $58.5M | 206,716 | 0.73% | — |
| ABBV | ABBVIE INC | $58.1M | 272,567 | 0.72% | — |
| BMY | BRISTOL-MYERS SQUIBB CO | $57.7M | 965,241 | 0.71% | — |
| NFLX | NETFLIX INC. | $57.0M | 612,775 | 0.71% | — |
| ADSK | AUTODESK INC | $56.6M | 239,665 | 0.70% | — |
| JNJ | JOHNSON & JOHNSON | $56.0M | 230,922 | 0.69% | — |
| NTAP | NETAPP INC | $54.9M | 540,202 | 0.68% | — |
| COST | COSTCO WHOLESALE CORPORATION | $52.2M | 52,389 | 0.65% | — |
| MU | MICRON TECHNOLOGY INC | $51.1M | 158,708 | 0.63% | — |
| NTRS | NORTHERN TR CORP | $50.9M | 373,411 | 0.63% | — |
| BKNG | BOOKING HOLDINGS INC | $49.5M | 12,015 | 0.61% | — |
| PODD | INSULET CORP | $48.5M | 228,837 | 0.60% | — |
| EXMOC | EXXON MOBIL CORP | $47.8M | 278,762 | 0.59% | — |
| BAC | BANK AMERICA CORP | $47.4M | 1,004,227 | 0.59% | — |
| FTNT | FORTINET INC | $47.4M | 599,366 | 0.59% | — |
| CCL1EUR | CARNIVAL CORP | $46.1M | 1,889,116 | 0.57% | — |
| ADBE | ADOBE INC | $45.8M | 189,743 | 0.57% | — |
| HWM | HOWMET AEROSPACE INC | $45.7M | 204,978 | 0.57% | — |
| GM | GENERAL MTRS CO | $44.6M | 613,170 | 0.55% | — |
| GDDY | GODADDY INC | $42.5M | 508,119 | 0.53% | — |
| ITW | ILLINOIS TOOL WKS INC | $41.9M | 163,371 | 0.52% | — |
| EME | EMCOR GROUP INC | $41.2M | 58,639 | 0.51% | — |
| UTHR | UNITED THERAPEUTICS CORP DEL | $40.4M | 68,608 | 0.50% | — |
| CFG | CITIZENS FINL GROUP INC | $40.2M | 700,143 | 0.50% | — |
| GE | GE AEROSPACE | $39.7M | 145,263 | 0.49% | — |
| BR | BROADRIDGE FINL SOLUTIONS IN | $39.5M | 241,314 | 0.49% | — |
| PEP | PEPSICO INC | $39.4M | 251,313 | 0.49% | — |
| AMD | ADVANCED MICRO DEVICES INC | $38.0M | 193,993 | 0.47% | — |
| GPN | GLOBAL PMTS INC | $37.8M | 565,118 | 0.47% | — |
| EOG | EOG RES INC | $37.7M | 251,651 | 0.47% | — |
| NEM | NEWMONT CORP | $37.5M | 364,057 | 0.47% | — |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $37.2M | 78,327 | 0.46% | — |
| VRSN | VERISIGN INC | $36.6M | 146,734 | 0.45% | — |
| ATS | ATS CORPORATION | $36.5M | 2,088,947 | 0.45% | — |
| LRCX | LAM RESEARCH CORP | $36.4M | 182,047 | 0.45% | — |
| NDAQ | NASDAQ INC | $36.3M | 434,280 | 0.45% | — |
| PINNACLE FINL PARTNERS I | PINNACLE FINL PARTNERS INC | $35.7M | 420,063 | 0.44% | — |
| KO | COCA COLA CO | $35.6M | 466,267 | 0.44% | — |
| MRVL | MARVELL TECHNOLOGY INC | $35.6M | 401,832 | 0.44% | — |
| TW | TRADEWEB MKTS INC | $35.5M | 303,636 | 0.44% | — |
| NIU | NIU TECHNOLOGIES | $35.4M | 530,711 | 0.44% | — |
| QCOM | QUALCOMM INC | $35.1M | 276,593 | 0.44% | — |
| VRT | VERTIV HOLDINGS CO | $35.0M | 148,518 | 0.43% | — |
| MTD | METTLER TOLEDO INTERNATIONAL | $34.6M | 27,760 | 0.43% | — |
| AMAT | APPLIED MATLS INC | $34.2M | 105,946 | 0.42% | — |
| WFC | WELLS FARGO & CO | $34.2M | 445,259 | 0.42% | — |
| DECK | DECKERS OUTDOOR CORP | $33.5M | 345,951 | 0.41% | — |
| VZ | VERIZON COMMUNICATIONS INC | $33.3M | 661,602 | 0.41% | — |
| FTV | FORTIVE CORP | $33.2M | 618,590 | 0.41% | — |
| C | CITIGROUP INC | $32.9M | 306,970 | 0.41% | — |
| ED | CONSOLIDATED EDISON INC | $32.9M | 290,270 | 0.41% | — |
| GS | GOLDMAN SACHS GROUP INC | $32.4M | 40,117 | 0.40% | — |
| AIG | AMERICAN INTL GROUP INC | $31.6M | 427,216 | 0.39% | — |
| T | AT&T INC | $31.1M | 1,081,421 | 0.39% | — |
| TER | TERADYNE INC | $30.3M | 108,975 | 0.38% | — |
| MRK | MERCK & CO INC | $30.3M | 256,254 | 0.38% | — |
| TFC | TRUIST FINL CORP | $29.8M | 666,747 | 0.37% | — |
| ZM | ZOOM COMMUNICATIONS INC | $29.1M | 370,044 | 0.36% | — |
| KLAC | KLA CORP | $28.9M | 20,938 | 0.36% | — |
| GEV | GE VERNOVA INC | $28.7M | 35,065 | 0.36% | — |
| EBAY | EBAY INC. | $28.2M | 319,798 | 0.35% | — |
| CBRE | CBRE GROUP INC | $28.2M | 211,727 | 0.35% | — |
| INCY | INCYTE CORP | $27.1M | 300,405 | 0.34% | — |
| AER | AERCAP HOLDINGS NV | $27.0M | 203,706 | 0.33% | — |
| TJX | TJX COS INC NEW | $26.8M | 171,728 | 0.33% | — |
| LIN | LINDE PLC | $25.5M | 51,026 | 0.32% | — |
| AMGN | AMGEN INC | $25.1M | 71,848 | 0.31% | — |
| HUBS | HUBSPOT INC | $24.8M | 102,570 | 0.31% | — |
| TWLO | TWILIO INC | $24.0M | 197,942 | 0.30% | — |
| PLTR | PALANTIR TECHNOLOGIES INC | $23.7M | 172,322 | 0.29% | — |
| GILD | GILEAD SCIENCES INC | $23.6M | 173,440 | 0.29% | — |
| ACM | AECOM | $23.6M | 282,731 | 0.29% | — |
| CRM | SALESFORCE INC | $22.9M | 124,009 | 0.28% | — |
| ROST | ROSS STORES INC | $22.7M | 108,556 | 0.28% | — |
| COMCAST CORP NEW | COMCAST CORP NEW | $21.5M | 744,176 | 0.27% | — |
| MPC | MARATHON PETE CORP | $21.4M | 87,442 | 0.27% | — |
| MS | MORGAN STANLEY | $21.0M | 132,754 | 0.26% | — |
| FLNG | FLEX LNG LTD | $20.5M | 337,980 | 0.25% | — |
| MCO | MOODYS CORP | $20.4M | 47,243 | 0.25% | — |
| TMO | THERMO FISHER SCIENTIFIC INC | $19.9M | 41,515 | 0.25% | — |
| TEL | TE CONNECTIVITY PLC | $19.4M | 97,543 | 0.24% | — |
| FIS | FIDELITY NATL INFORMATION SV | $19.4M | 408,312 | 0.24% | — |
| SPGI | S&P GLOBAL INC | $19.0M | 45,527 | 0.24% | — |
| ABT | ABBOTT LABORATORIES | $18.9M | 185,301 | 0.23% | — |
| SCHW | SCHWAB CHARLES CORP | $18.8M | 202,315 | 0.23% | — |
| CSCO | CISCO SYS INC | $18.5M | 240,164 | 0.23% | — |
| UBER | UBER TECHNOLOGIES INC | $18.4M | 263,052 | 0.23% | — |
| VICI | VICI PPTYS INC | $18.0M | 662,356 | 0.22% | — |
| NEE | NEXTERA ENERGY INC | $17.9M | 194,609 | 0.22% | — |
| UNH | UNITEDHEALTH GROUP INC | $17.8M | 68,107 | 0.22% | — |
| PH | PARKER-HANNIFIN CORP | $17.6M | 20,444 | 0.22% | — |
| GEN | GEN DIGITAL INC | $17.6M | 959,389 | 0.22% | — |
| MDT | MEDTRONIC PLC | $17.5M | 203,579 | 0.22% | — |
| IDXX | IDEXX LABS INC | $17.4M | 31,174 | 0.22% | — |
| MCK | MCKESSON CORP | $17.3M | 20,145 | 0.21% | — |
| ISRG | INTUITIVE SURGICAL INC | $17.1M | 37,801 | 0.21% | — |
| SYK | STRYKER CORPORATION | $16.5M | 50,669 | 0.20% | — |
| PLD | PROLOGIS INC. | $16.3M | 126,754 | 0.20% | — |
| PNC | PNC FINL SVCS GROUP INC | $16.0M | 79,363 | 0.20% | — |
| MNST | MONSTER BEVERAGE CORP NEW | $15.9M | 222,295 | 0.20% | — |
| ADI | ANALOG DEVICES INC | $15.5M | 51,195 | 0.19% | — |
| AMP | AMERIPRISE FINL INC | $15.5M | 35,354 | 0.19% | — |
| PG | PROCTER & GAMBLE CO | $15.3M | 105,761 | 0.19% | — |
| HBAN | HUNTINGTON BANCSHARES INC | $15.1M | 1,007,908 | 0.19% | — |
| CB | CHUBB LTD SWITZ | $14.9M | 45,826 | 0.18% | — |
| BSX | BOSTON SCIENTIFIC CORP | $14.9M | 236,846 | 0.18% | — |
| INTU | INTUIT | $14.7M | 34,341 | 0.18% | — |
| ETN | EATON CORP PLC | $14.7M | 42,653 | 0.18% | — |
| BKR | BAKER HUGHES COMPANY | $14.6M | 239,814 | 0.18% | — |
| ALL | ALLSTATE CORP | $14.5M | 69,773 | 0.18% | — |
| KMRK | K-TECH SOLUTIONS CO LTD | $14.5M | 236,711 | 0.18% | — |
| WDC | WESTERN DIGITAL CORP | $14.1M | 56,204 | 0.18% | — |
| EA* | ELECTRONIC ARTS INC | $14.1M | 69,739 | 0.18% | — |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $14.1M | 38,889 | 0.17% | — |
| MRSH | MARSH & MCLENNAN COS INC | $14.1M | 80,474 | 0.17% | — |
| RTX | RTX CORPORATION | $14.0M | 74,955 | 0.17% | — |
| UNP | UNION PAC CORP | $13.8M | 57,852 | 0.17% | — |
| AMT | AMERICAN TOWER CORP | $13.6M | 79,608 | 0.17% | — |
| EQIX | EQUINIX INC | $13.3M | 13,845 | 0.17% | — |
| KMI | KINDER MORGAN INC DEL | $13.2M | 393,065 | 0.16% | — |
| APH | AMPHENOL CORP | $13.2M | 111,001 | 0.16% | — |
| ICE | INTERCONTINENTAL EXCHANGE IN | $13.2M | 83,923 | 0.16% | — |
| TMUS | T-MOBILE US INC | $13.1M | 61,363 | 0.16% | — |
| CAT | CATERPILLAR INC | $13.1M | 19,656 | 0.16% | — |
| NOW | SERVICENOW INC | $12.9M | 123,147 | 0.16% | — |
| ACGL | ARCH CAP GROUP LTD | $12.9M | 135,026 | 0.16% | — |
| ANET | ARISTA NETWORKS INC | $12.9M | 110,708 | 0.16% | — |
| DUK | DUKE ENERGY CORP NEW | $12.7M | 96,784 | 0.16% | — |
| CVS | CVS HEALTH CORP | $12.6M | 179,560 | 0.16% | — |
| HCA | HCA HEALTHCARE INC | $12.6M | 26,906 | 0.16% | — |
This table is the 150 largest positions by value, out of 435 reported. The search box only searches what is on this page — a name absent from it may still be in the filing further down the book. The full info table is here.
Rows are aggregated by CUSIP — a manager files the same security multiple times when different internal desks hold it. Tickers link to our own backtest of that asset where we cover it.
Read the original
This page was built from one document: the 2026-03-31 Form 13F info table filed by Vinva Investment Management Ltd (CIK 1968109, accession 0001754960-26-000383). Every other 13F site is reading the same file.
If anything here disagrees with it, the filing wins — and we would want to know. All 13F filings by this manager
What a 13F cannot show you
A 13F is a long-only equity snapshot, and the holes in it are structural. Anyone selling you this data as "what the smart money is doing" is selling you one leg of a position:
- No short positions. None, ever. A fund shown here as bullish may be net short the same name through a book you cannot see.
- No cash, bonds, FX, commodities or non-US listings. A macro fund's entire thesis can be invisible.
- No intra-quarter round trips. Bought and sold inside the same quarter means it never appears at all.
- Options are notional, not ownership. We keep puts and calls in a separate bucket rather than adding their notional into a fund's book size, which is how a $2B fund gets reported as a $20B one.
- Confidential treatment. Managers can ask the SEC to withhold a position while they build it. Those holdings are legally absent from the filing, so a "new" position may be months old.
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