EdgeMarket › What Vinva Investment Management Ltd reported owning
What Vinva Investment Management Ltd reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
8.1BPositions
435Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| NVDA NVIDIA CORP | 569.8M | 7.1% | 3.5M | 214.72 | +22.4% |
| AAPL Apple Inc. | 512.9M | 6.4% | 2.1M | 309.35 | +36.9% |
| MSFT MICROSOFT CORP | 355.3M | 4.4% | 989.9K | 483.24 | -4.4% |
| AMZN AMAZON COM INC | 271.0M | 3.4% | 1.3M | 258.63 | +15.6% |
| GOOGL Alphabet Inc. | 224.4M | 2.8% | 820.3K | 344.82 | +73.0% |
| AVGO Broadcom Inc. | 187.8M | 2.3% | 640.0K | 368.45 | +26.5% |
| GOOG Alphabet Inc. | 185.0M | 2.3% | 677.4K | 341.75 | +70.7% |
| META Meta Platforms, Inc. | 166.9M | 2.1% | 311.1K | 549.90 | -26.5% |
| JPM JPMORGAN CHASE & CO | 109.5M | 1.4% | 385.9K | 351.58 | +20.3% |
| TSLA Tesla, Inc. | 103.9M | 1.3% | 292.7K | 362.86 | +12.0% |
| CL COLGATE PALMOLIVE CO | 101.7M | 1.3% | 1.2M | 91.08 | +5.8% |
| LLY ELI LILLY & Co | 96.5M | 1.2% | 108.9K | 1,255.40 | +78.0% |
| MSCI MSCI Inc. | 81.4M | 1.0% | 152.3K | 563.49 | -1.9% |
| TPR TAPESTRY, INC. | 75.5M | 0.9% | 544.6K | 130.17 | +31.7% |
| V VISA INC. | 74.7M | 0.9% | 249.3K | 371.04 | +7.9% |
| MA Mastercard Inc | 73.1M | 0.9% | 148.0K | 580.63 | -2.0% |
| WMT Walmart Inc. | 68.9M | 0.9% | 557.9K | 103.70 | +1.1% |
| DVN DEVON ENERGY CORP/DE | 68.5M | 0.8% | 1.3M | 49.10 | +45.4% |
| JBL JABIL INC | 64.2M | 0.8% | 257.1K | 313.21 | +53.5% |
| EXPE Expedia Group, Inc. | 60.3M | 0.7% | 262.5K | 321.63 | +56.4% |
| CBOE Cboe Global Markets, Inc. | 58.5M | 0.7% | 206.7K | 300.74 | +19.4% |
| ABBV AbbVie Inc. | 58.1M | 0.7% | 272.6K | 264.96 | +26.7% |
| BMY BRISTOL MYERS SQUIBB CO | 57.7M | 0.7% | 965.2K | 67.01 | +38.9% |
| NFLX NETFLIX INC | 57.0M | 0.7% | 612.8K | 79.59 | -34.4% |
| ADSK Autodesk, Inc. | 56.6M | 0.7% | 239.7K | 253.82 | -12.1% |
| JNJ JOHNSON & JOHNSON | 56.0M | 0.7% | 230.9K | 270.24 | +51.1% |
| NTAP NetApp, Inc. | 54.9M | 0.7% | 540.2K | 192.27 | +77.3% |
| COST COSTCO WHOLESALE CORP /NEW | 52.2M | 0.6% | 52.4K | 947.74 | -4.7% |
| MU MICRON TECHNOLOGY INC | 51.1M | 0.6% | 158.7K | 966.78 | +724.8% |
| NTRS NORTHERN TRUST CORP | 50.9M | 0.6% | 373.4K | 183.90 | +43.8% |
| BKNG Booking Holdings Inc. | 49.5M | 0.6% | 12.0K | 209.62 | -7.1% |
| PODD INSULET CORP | 48.5M | 0.6% | 228.8K | 148.16 | -55.5% |
| XOM ExxonMobil Holdings Corp | 47.8M | 0.6% | 278.8K | 165.11 | +52.1% |
| BAC BANK OF AMERICA CORP /DE/ | 47.4M | 0.6% | 1.0M | 61.69 | +27.6% |
| FTNT Fortinet, Inc. | 47.4M | 0.6% | 599.4K | 153.51 | +92.8% |
| CCL Carnival Corp Ltd. | 46.1M | 0.6% | 1.9M | 25.73 | -12.1% |
| ADBE ADOBE INC. | 45.8M | 0.6% | 189.7K | 275.30 | -22.1% |
| HWM Howmet Aerospace Inc. | 45.7M | 0.6% | 205.0K | 271.68 | +58.0% |
| GM General Motors Co | 44.6M | 0.6% | 613.2K | 87.93 | +54.9% |
| GDDY GoDaddy Inc. | 42.5M | 0.5% | 508.1K | 97.07 | -33.7% |
| ITW ILLINOIS TOOL WORKS INC | 41.9M | 0.5% | 163.4K | 282.29 | +7.7% |
| EME EMCOR Group, Inc. | 41.2M | 0.5% | 58.6K | 776.62 | +28.3% |
| UTHR UNITED THERAPEUTICS Corp | 40.4M | 0.5% | 68.6K | 513.12 | +67.4% |
| CFG CITIZENS FINANCIAL GROUP INC/RI | 40.2M | 0.5% | 700.1K | 69.86 | +43.1% |
| GE GENERAL ELECTRIC CO | 39.7M | 0.5% | 145.3K | 348.37 | +30.7% |
| BR BROADRIDGE FINANCIAL SOLUTIONS, INC. | 39.5M | 0.5% | 241.3K | 182.18 | -30.4% |
| PEP PEPSICO INC | 39.4M | 0.5% | 251.3K | 143.48 | -4.8% |
| AMD ADVANCED MICRO DEVICES INC | 38.0M | 0.5% | 194.0K | 473.25 | +186.5% |
| GPN GLOBAL PAYMENTS INC | 37.8M | 0.5% | 565.1K | 93.49 | +9.0% |
| EOG EOG RESOURCES INC | 37.7M | 0.5% | 251.7K | 153.05 | +29.3% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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