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Vinva Investment Management Ltd 13F holdings

Filed 2026-08-14 · Vinva Investment Management Ltd · 468 positions · $15.1B

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TickerCompanySharesValue% of portfolio
NVDANVIDIA CORPORATION5.2M$1.0B6.8%
AAPLAPPLE INC3.2M$903.2M6.0%
GOOGALPHABET INC2.2M$792.4M5.3%
MSFTMICROSOFT CORP1.6M$584.5M3.9%
AMZNAMAZON COM INC2.1M$514.0M3.4%
AVGOBROADCOM INC1.0M$378.8M2.5%
MUMICRON TECHNOLOGY INC254.2K$291.2M1.9%
METAMETA PLATFORMS INC481.7K$271.0M1.8%
LLYELI LILLY & CO180.9K$222.5M1.5%
JPMJPMORGAN CHASE & CO633.3K$208.6M1.4%
CLCOLGATE PALMOLIVE CO2.1M$193.8M1.3%
VVISA INC493.9K$168.8M1.1%
AMDADVANCED MICRO DEVICES INC311.2K$167.9M1.1%
TSLATESLA INC388.3K$159.9M1.1%
JBLJABIL INC413.5K$155.3M1.0%
TPRTAPESTRY INC1.0M$148.8M1.0%
MAMASTERCARD INCORPORATED285.9K$145.7M1.0%
MSCIMSCI INC247.5K$138.5M0.9%
ROSTROSS STORES INC637.7K$133.2M0.9%
TERTERADYNE INC281.6K$130.6M0.9%
ABBVABBVIE INC511.7K$130.1M0.9%
FTNTFORTINET INC825.9K$128.4M0.9%
JBHTHUNT J B TRANS SVCS INC412.7K$119.6M0.8%
JNJJOHNSON & JOHNSON450.6K$116.5M0.8%
BACBANK OF AMER CORP1.9M$112.4M0.7%
LRCXLAM RESEARCH CORP272.2K$111.8M0.7%
BMYBRISTOL-MYERS SQUIBB CO1.9M$109.6M0.7%
—NORTHERN LTS FD TR II618.3K$108.1M0.7%
ADSKAUTODESK INC536.1K$105.0M0.7%
NTAPNETAPP INC641.4K$99.9M0.7%
FTVFORTIVE CORP1.6M$99.2M0.7%
EXPEEXPEDIA GROUP INC372.1K$99.2M0.7%
VICIVICI PPTYS INC3.5M$96.0M0.6%
AMATAPPLIED MATLS INC135.0K$93.8M0.6%
ADBEADOBE INC450.7K$93.0M0.6%
BRBROADRIDGE FINL SOLUTIONS IN682.0K$93.0M0.6%
EOGEOG RES INC700.7K$92.4M0.6%
BRK-BBERKSHIRE HATHAWAY INC DEL184.8K$91.7M0.6%
WMTWALMART INC776.2K$89.0M0.6%
COSTCOSTCO WHOLESALE CORPORATION92.0K$87.1M0.6%
CBOECBOE GLOBAL MKTS INC367.7K$85.4M0.6%
COKECOCA COLA CONS INC979.3K$80.9M0.5%
—AERCAP HOLDINGS NV537.6K$79.4M0.5%
GENGEN DIGITAL INC3.2M$79.1M0.5%
TJXTJX COS INC NEW522.2K$79.0M0.5%
CCITIGROUP INC540.5K$77.0M0.5%
CHTREXPAND ENERGY CORPORATION873.0K$76.4M0.5%
UNHUNITEDHEALTH GROUP INC177.5K$74.5M0.5%
WDCWESTERN DIGITAL CORP113.8K$74.2M0.5%
EMEEMCOR GROUP INC90.8K$74.0M0.5%
NFLXNETFLIX INC.997.9K$73.6M0.5%
AVDSAMERICAN CENTY ETF TR974.7K$73.2M0.5%
GEGE AEROSPACE193.1K$72.1M0.5%
KLACKLA CORP258.1K$71.9M0.5%
PODDINSULET CORP430.5K$68.5M0.5%
PEPPEPSICO INC492.9K$68.4M0.5%
INTCINTEL CORP517.3K$68.0M0.5%
STXSEAGATE TECHNOLOGY HLDNGS PL69.7K$67.5M0.4%
NDAQNASDAQ INC871.9K$67.0M0.4%
KEYSKEYSIGHT TECHNOLOGIES INC192.3K$65.4M0.4%
Top Fund Holdings
13F
Top Fund Holdings

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