Vinva Investment Management Ltd
Q2 2026 13F filing
Updated 27 days ago468 disclosed positions worth $15.1B
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | N NVDA NVIDIA CORPORATION | $1B | 5.24M | 6.78% | — |
| 2 | A AAPL APPLE INC | $903.2M | 3.21M | 6.00% | — |
| 3 | G GOOGN ALPHABET INC | $792.4M | 2.25M | 5.26% | — |
| 4 | M MSFT MICROSOFT CORP | $584.5M | 1.59M | 3.88% | — |
| 5 | A AMZN AMAZON COM INC | $514M | 2.14M | 3.41% | — |
| 6 | A AVGO BROADCOM INC | $378.8M | 1.02M | 2.52% | — |
| 7 | M MU MICRON TECHNOLOGY INC | $291.2M | 254.2K | 1.93% | — |
| 8 | M META META PLATFORMS INC | $271M | 481.7K | 1.80% | — |
| 9 | L LLY ELI LILLY & CO | $222.5M | 180.9K | 1.48% | — |
| 10 | J JPM-PM JPMORGAN CHASE & CO | $208.6M | 633.3K | 1.39% | — |
| 11 | C CL COLGATE PALMOLIVE CO | $193.8M | 2.09M | 1.29% | — |
| 12 | V V VISA INC | $168.8M | 493.9K | 1.12% | — |
| 13 | A AMD ADVANCED MICRO DEVICES INC | $167.9M | 311.2K | 1.12% | — |
| 14 | T TSLA TESLA INC | $159.9M | 388.3K | 1.06% | — |
| 15 | J JBL JABIL INC | $155.3M | 413.5K | 1.03% | — |
| 16 | T TPR TAPESTRY INC | $148.8M | 1.01M | 0.99% | — |
| 17 | M MA MASTERCARD INCORPORATED | $145.7M | 285.9K | 0.97% | — |
| 18 | M MSCI MSCI INC | $138.5M | 247.5K | 0.92% | — |
| 19 | R ROST ROSS STORES INC | $133.2M | 637.7K | 0.88% | — |
| 20 | T TER TERADYNE INC | $130.6M | 281.6K | 0.87% | — |
| 21 | A ABBV ABBVIE INC | $130.1M | 511.7K | 0.86% | — |
| 22 | F FTNT FORTINET INC | $128.4M | 825.9K | 0.85% | — |
| 23 | H HUM HUNT J B TRANS SVCS INC | $119.6M | 412.7K | 0.79% | — |
| 24 | J JNJ JOHNSON & JOHNSON | $116.5M | 450.6K | 0.77% | — |
| 25 | B BAC-PS BANK OF AMER CORP | $112.4M | 1.94M | 0.75% | — |
| 26 | L LRCX LAM RESEARCH CORP | $111.8M | 272.2K | 0.74% | — |
| 27 | C CELG-RI BRISTOL-MYERS SQUIBB CO | $109.6M | 1.87M | 0.73% | — |
| 28 | ? N/A NORTHERN LTS FD TR II | $108.1M | 618.3K | 0.72% | — |
| 29 | A ADSK AUTODESK INC | $105M | 536.1K | 0.70% | — |
| 30 | N NTAP NETAPP INC | $99.9M | 641.4K | 0.66% | — |
| 31 | F FTV FORTIVE CORP | $99.2M | 1.63M | 0.66% | — |
| 32 | E EXPE EXPEDIA GROUP INC | $99.2M | 372.1K | 0.66% | — |
| 33 | V VICI VICI PPTYS INC | $96M | 3.53M | 0.64% | — |
| 34 | A AMAT APPLIED MATLS INC | $93.8M | 135.0K | 0.62% | — |
| 35 | A ADBE ADOBE INC | $93M | 450.7K | 0.62% | — |
| 36 | B BR BROADRIDGE FINL SOLUTIONS IN | $93M | 682.0K | 0.62% | — |
| 37 | E EOG EOG RES INC | $92.4M | 700.7K | 0.61% | — |
| 38 | B BRK-A BERKSHIRE HATHAWAY INC DEL | $91.7M | 184.8K | 0.61% | — |
| 39 | W WMT WALMART INC | $89M | 776.2K | 0.59% | — |
| 40 | C COST COSTCO WHOLESALE CORPORATION | $87.1M | 92.0K | 0.58% | — |
| 41 | C CBOE CBOE GLOBAL MKTS INC | $85.4M | 367.7K | 0.57% | — |
| 42 | C COKE COCA COLA CONS INC | $80.9M | 979.3K | 0.54% | — |
| 43 | A AER AERCAP HOLDINGS NV | $79.4M | 537.6K | 0.53% | — |
| 44 | G GENVR GEN DIGITAL INC | $79.1M | 3.16M | 0.53% | — |
| 45 | T TJX TJX COS INC NEW | $79M | 522.2K | 0.52% | — |
| 46 | C C-PR CITIGROUP INC | $77M | 540.5K | 0.51% | — |
| 47 | E EXE EXPAND ENERGY CORPORATION | $76.4M | 873.0K | 0.51% | — |
| 48 | U UNH UNITEDHEALTH GROUP INC | $74.5M | 177.5K | 0.49% | — |
| 49 | W WDC WESTERN DIGITAL CORP | $74.2M | 113.8K | 0.49% | — |
| 50 | E EME EMCOR GROUP INC | $74M | 90.8K | 0.49% | — |