Vinva Investment Management Ltd

Vinva Investment Management Ltd reported 468 holdings worth US$15.1B as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Aug 14, 2026

Vinva Investment Management Ltd reported 468 holdings worth US$15.1B as of Jun 30, 2026. Largest: Berkshire Hathaway Inc., Nvidia Corporation and Apple Inc. Filed Aug 14, 2026 (Form 13F).

Holdings
468
Value as reported
US$15.1B

The filing in full

CompanySharesValue as reported% of portfolio
Berkshire Hathaway Inc.277MUS$91.7B608.9%
Nvidia Corporation5.24MUS$1.02B6.8%
Apple Inc3.21MUS$903M6.0%
Alphabet Inc (google) Class C2.22MUS$792M5.3%
Microsoft Corp.1.59MUS$584M3.9%
Amazon.com, Inc.2.14MUS$514M3.4%
Broadcom Inc.1.02MUS$379M2.5%
Micron Technology, Inc.254KUS$291M1.9%
Meta Platforms, Inc.482KUS$271M1.8%
Eli Lilly And Company181KUS$223M1.5%
Jp Morgan Chase & Co.633KUS$209M1.4%
Colgate-palmolive Company2.09MUS$194M1.3%
Visa Inc.494KUS$169M1.1%
Advanced Micro Devices Inc311KUS$168M1.1%
Tesla, Inc.388KUS$160M1.1%
Jabil Inc.413KUS$155M1.0%
Tapestry, Inc.1.01MUS$149M0.99%
Mastercard Incorporated286KUS$146M0.97%
Msci Inc.247KUS$139M0.92%
Ross Stores, Inc.638KUS$133M0.88%
Teradyne, Inc.282KUS$131M0.87%
Abbvie Inc.512KUS$130M0.86%
Fortinet, Inc.826KUS$128M0.85%
J.b. Hunt Transport Services, Inc.413KUS$120M0.79%
Johnson & Johnson451KUS$116M0.77%
Bank Of America Corporation1.94MUS$112M0.75%
Lam Research Corporation272KUS$112M0.74%
Bristol-myers Squibb Company1.87MUS$110M0.73%
Autodesk, Inc.536KUS$105M0.70%
Netapp, Inc.641KUS$99.9M0.66%
Fortive Corporation1.63MUS$99.2M0.66%
Expedia Group, Inc.372KUS$99.2M0.66%
Vici Properties Inc.3.53MUS$96M0.64%
Applied Materials, Inc.135KUS$93.8M0.62%
Adobe Inc.451KUS$93M0.62%
Broadridge Financial Solutions, Inc.682KUS$93M0.62%
Eog Resources, Inc.701KUS$92.4M0.61%
Walmart Inc.776KUS$89M0.59%
Costco Wholesale Corporation91,996US$87.1M0.58%
Cboe Global Markets, Inc.368KUS$85.4M0.57%
Coca-cola Consolidated, Inc.979KUS$80.9M0.54%
Gen Digital Inc.3.16MUS$79.1M0.53%
Tjx Companies, Inc. (the)522KUS$79M0.52%
Citigroup, Inc.540KUS$77M0.51%
Expand Energy Corporation873KUS$76.4M0.51%
Unitedhealth Group Incorporated178KUS$74.5M0.50%
Western Digital Corporation114KUS$74.2M0.49%
Emcor Group, Inc.90,804US$74M0.49%
Netflix, Inc.998KUS$73.6M0.49%
Ge Aerospace193KUS$72.1M0.48%
Kla Corporation258KUS$71.9M0.48%
Insulet Corporation430KUS$68.5M0.46%
Pepsico, Inc.493KUS$68.4M0.45%
Intel Corporation517KUS$68M0.45%
Nasdaq, Inc.872KUS$67M0.45%
Keysight Technologies Inc.192KUS$65.4M0.43%
Wells Fargo & Company771KUS$64.3M0.43%
Devon Energy Corporation1.53MUS$64.3M0.43%
Truist Financial Corporation1.27MUS$64.2M0.43%
Pinnacle Financial Partners, Inc.603KUS$60.9M0.40%
Neurocrine Biosciences, Inc.346KUS$58.8M0.39%
Verisign, Inc.230KUS$58.1M0.39%
Centene Corporation885KUS$57.4M0.38%
W.w. Grainger, Inc.40,271US$54.5M0.36%
Vertiv Holdings, Llc176KUS$54.1M0.36%
Comcast Corporation2.21MUS$53.4M0.35%
Incyte Corporation463KUS$53.1M0.35%
Marvell Technology, Inc.191KUS$53M0.35%
Illinois Tool Works Inc.197KUS$52.6M0.35%
Tradeweb Markets Inc.553KUS$51M0.34%
Comfort Systems Usa, Inc.26,103US$50.9M0.34%
Booking Holdings Inc. Common Stock277KUS$50.6M0.34%
Howmet Aerospace Inc.188KUS$50.5M0.34%
United Therapeutics Corporation88,369US$48.2M0.32%
Amgen Inc.131KUS$47.3M0.31%
Consolidated Edison, Inc.418KUS$47M0.31%
Deckers Outdoor Corporation453KUS$46.2M0.31%
Alnylam Pharmaceuticals, Inc.155KUS$45.5M0.30%
General Motors Company555KUS$42.9M0.29%
Goldman Sachs Group, Inc. (the)41,842US$42.7M0.28%
Ge Vernova Inc.37,922US$41.8M0.28%
Verizon Communications Inc.937KUS$41.3M0.27%
S&p Global Inc.101KUS$41.2M0.27%
Rtx Corporation216KUS$40.5M0.27%
Gilead Sciences, Inc.319KUS$40.3M0.27%
Mongodb, Inc.117KUS$40M0.27%
Amphenol Corporation236KUS$39.3M0.26%
Qualcomm Incorporated207KUS$39.1M0.26%
Atlassian Corporation485KUS$38.8M0.26%
Merck & Company, Inc.299KUS$38.7M0.26%
Marathon Petroleum Corporation149KUS$38.6M0.26%
Duke Energy Corporation (holding Company)297KUS$38.1M0.25%
At&t Inc.1.72MUS$37.5M0.25%
Walt Disney Company (the)378KUS$37.3M0.25%
Synchrony Financial474KUS$37.2M0.25%
Rockwell Automation, Inc.77,055US$37.2M0.25%
Cisco Systems, Inc.314KUS$36.9M0.25%
Twilio Inc.174KUS$34.6M0.23%
Palantir Technologies Inc.299KUS$34.6M0.23%
Mettler-toledo International, Inc.26,916US$33.9M0.23%

Every holding of Vinva Investment Management Ltd

Source

View original at SEC

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