account_balance
Investment manager · 13F filer · SEC CIK 1968109
Vinva Investment Management Ltd
Reported value$15.1Bas of Jun 30, 2026
Positions468 116 new, 83 sold out
Top 10 weight34.5%NVDA alone is 7%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
NVDANvidia Corporation
6.8%Added +52%
AAPLApple Inc
6.0%Added +54%
GOOGAlphabet Inc
5.3%Added +232%
MSFTMicrosoft Corp
3.9%Added +60%
AMZNAmazon Com Inc
3.4%Added +59%
AVGOBroadcom Inc
2.5%Added +59%
MUMicron Technology Inc
1.9%Added +60%
METAMeta Platforms Inc
1.8%Added +55%
LLYEli Lilly & Co
1.5%Added +66%
JPMJPMorgan Chase & Co
1.4%Added +64%
CLColgate Palmolive Co
1.3%Added +78%
VVisa Inc
1.1%Added +98%
NVDANvidia Corporation
6.8%Added +52%
AAPLApple Inc
6.0%Added +54%
GOOGAlphabet Inc
5.3%Added +232%
MSFTMicrosoft Corp
3.9%Added +60%
AMZN3.4%AVGO2.5%MU1.9%META1.8%LLY1.5%JPM1.4%CL1.3%V1.1%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
NVDA Nvidia Corporation 6.8% Added +52%AAPL Apple Inc 6.0% Added +54%GOOG Alphabet Inc 5.3% Added +232%MSFT Microsoft Corp 3.9% Added +60%AMZN Amazon Com Inc 3.4% Added +59%AVGO Broadcom Inc 2.5% Added +59%MU Micron Technology Inc 1.9% Added +60%META Meta Platforms Inc 1.8% Added +55%LLY Eli Lilly & Co 1.5% Added +66%JPM JPMorgan Chase & Co 1.4% Added +64%CL Colgate Palmolive Co 1.3% Added +78%V Visa Inc 1.1% Added +98%
What changed