Holdings
Convergence Investment Partners, LLC
As of Jun 30, 2026, Convergence Investment Partners, LLC reported 226 positions worth US$1.02B. Largest: Alphabet Inc (google) Class C, Nvidia Corporation and Lam Research Corporation. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Alphabet Inc (google) Class C | 117K | US$41.7M | +36,171 | Jun 30, 2026 |
| Nvidia Corporation | 197K | US$39.4M | +87,825 | Jun 30, 2026 |
| Lam Research Corporation | 64,972 | US$28.2M | +14,074 | Jun 30, 2026 |
| Micron Technology, Inc. | 17,352 | US$20M | −7,632 | Jun 30, 2026 |
| Amazon.com, Inc. | 82,795 | US$19.7M | +30,282 | Jun 30, 2026 |
| Dell Technologies Inc. | 41,039 | US$17.7M | −3,943 | Jun 30, 2026 |
| Sandisk Corporation | 7,121 | US$16.2M | −2,414 | Jun 30, 2026 |
| Cisco Systems, Inc. | 133K | US$15.6M | +55,349 | Jun 30, 2026 |
| Advanced Micro Devices Inc | 25,888 | US$15M | −14,017 | Jun 30, 2026 |
| Broadcom Inc. | 34,316 | US$13M | −8,886 | Jun 30, 2026 |