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Vinva Investment Management Ltd
Period ended Jun 30, 2026 · Latest filing Aug 14, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Jun 30, 2026: $15,055,730,089
More quarters will appear as history becomes available.
Top holdings
Top 10 at Jun 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- NVIDIA CORPORATION · COM · 67066G104 · shares: $1,020,925,115
- APPLE INC · COM · 037833100 · shares: $903,239,789
- ALPHABET INC · CAP STK CL C · 02079K107 · shares: $792,429,360
- MICROSOFT CORP · COM · 594918104 · shares: $584,460,246
- AMAZON COM INC · COM · 023135106 · shares: $513,975,724
- BROADCOM INC · COM · 11135F101 · shares: $378,768,987
- MICRON TECHNOLOGY INC · COM · 595112103 · shares: $291,180,568
- META PLATFORMS INC · CL A · 30303M102 · shares: $270,980,791
- ELI LILLY & CO · COM · 532457108 · shares: $222,518,936
- JPMORGAN CHASE & CO · COM · 46625H100 · shares: $208,611,581
Reported holdings
468 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| NVIDIA CORPORATION | COM | 67066G104 | — | 5,236,319 shares | $1,020,925,115 |
| APPLE INC | COM | 037833100 | — | 3,206,554 shares | $903,239,789 |
| ALPHABET INC | CAP STK CL C | 02079K107 | — | 2,247,137 shares | $792,429,360 |
| MICROSOFT CORP | COM | 594918104 | — | 1,585,751 shares | $584,460,246 |
| AMAZON COM INC | COM | 023135106 | — | 2,140,317 shares | $513,975,724 |
| BROADCOM INC | COM | 11135F101 | — | 1,016,966 shares | $378,768,987 |
| MICRON TECHNOLOGY INC | COM | 595112103 | — | 254,244 shares | $291,180,568 |
| META PLATFORMS INC | CL A | 30303M102 | — | 481,658 shares | $270,980,791 |
| ELI LILLY & CO | COM | 532457108 | — | 180,920 shares | $222,518,936 |
| JPMORGAN CHASE & CO | COM | 46625H100 | — | 633,327 shares | $208,611,581 |
| COLGATE PALMOLIVE CO | COM | 194162103 | — | 2,088,720 shares | $193,838,975 |
| VISA INC | COM CL A | 92826C839 | — | 493,943 shares | $168,755,626 |
| ADVANCED MICRO DEVICES INC | COM | 007903107 | — | 311,181 shares | $167,879,038 |
| TESLA INC | COM | 88160R101 | — | 388,270 shares | $159,905,117 |
| JABIL INC | COM | 466313103 | — | 413,452 shares | $155,293,562 |
| TAPESTRY INC | COM | 876030107 | — | 1,009,801 shares | $148,815,697 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 | — | 285,907 shares | $145,709,643 |
| MSCI INC | COM | 55354G100 | — | 247,456 shares | $138,543,394 |
| ROSS STORES INC | COM | 778296103 | — | 637,677 shares | $133,209,923 |
| TERADYNE INC | COM | 880770102 | — | 281,574 shares | $130,573,004 |
| ABBVIE INC | COM | 00287Y109 | — | 511,672 shares | $130,123,306 |
| FORTINET INC | COM | 34959E109 | — | 825,869 shares | $128,356,560 |
| HUNT J B TRANS SVCS INC | COM | 445658107 | — | 412,698 shares | $119,618,491 |
| JOHNSON & JOHNSON | COM | 478160104 | — | 450,629 shares | $116,492,103 |
| BANK OF AMER CORP | COM | 060505104 | — | 1,941,795 shares | $112,391,095 |
| LAM RESEARCH CORP | COM NEW | 512807306 | — | 272,174 shares | $111,839,018 |
| BRISTOL-MYERS SQUIBB CO | COM | 110122108 | — | 1,870,866 shares | $109,557,913 |
| NORTHERN LTS FD TR II | ESSEN 40 STK ETF | 664925708 | — | 618,308 shares | $108,148,252 |
| AUTODESK INC | COM | 052769106 | — | 536,133 shares | $104,957,676 |
| NETAPP INC | COM | 64110D104 | — | 641,397 shares | $99,852,977 |
| FORTIVE CORP | COM | 34959J108 | — | 1,631,803 shares | $99,244,581 |
| EXPEDIA GROUP INC | COM NEW | 30212P303 | — | 372,082 shares | $99,176,160 |
| VICI PPTYS INC | COM | 925652109 | — | 3,532,550 shares | $96,014,709 |
| APPLIED MATLS INC | COM | 038222105 | — | 135,003 shares | $93,778,484 |
| ADOBE INC | COM | 00724F101 | — | 450,669 shares | $93,031,602 |
| BROADRIDGE FINL SOLUTIONS IN | COM | 11133T103 | — | 681,960 shares | $92,975,195 |
| EOG RES INC | COM | 26875P101 | — | 700,735 shares | $92,447,969 |
| BERKSHIRE HATHAWAY INC DEL | CL A | 084670108 | — | 184,831 shares | $91,676,176 |
| WALMART INC | COM | 931142103 | — | 776,200 shares | $88,952,520 |
| COSTCO WHOLESALE CORPORATION | COM | 22160K105 | — | 91,996 shares | $87,090,773 |
| CBOE GLOBAL MKTS INC | COM | 12503M108 | — | 367,745 shares | $85,368,497 |
| COCA COLA CONS INC | COM | 191098102 | — | 979,313 shares | $80,940,219 |
| AERCAP HOLDINGS NV | SHS | N00985106 | — | 537,641 shares | $79,423,418 |
| GEN DIGITAL INC | COM | 668771108 | — | 3,155,454 shares | $79,051,109 |
| TJX COS INC NEW | COM | 872540109 | — | 522,243 shares | $78,978,809 |
| CITIGROUP INC | COM NEW | 172967424 | — | 540,471 shares | $77,011,713 |
| EXPAND ENERGY CORPORATION | COM | 165167735 | — | 872,964 shares | $76,419,269 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 | — | 177,535 shares | $74,532,744 |
| WESTERN DIGITAL CORP | COM | 958102105 | — | 113,818 shares | $74,195,678 |
| EMCOR GROUP INC | COM | 29084Q100 | — | 90,804 shares | $73,951,686 |
| NETFLIX INC. | COM | 64110L106 | — | 997,937 shares | $73,627,792 |
| AMERICAN CENTY ETF TR | AVANTIS INTL SML | 025072190 | — | 974,709 shares | $73,220,140 |
| GE AEROSPACE | COM NEW | 369604301 | — | 193,061 shares | $72,148,826 |
| KLA CORP | COM NEW | 482480100 | — | 258,098 shares | $71,851,902 |
| INSULET CORP | COM | 45784P101 | — | 430,460 shares | $68,542,735 |
| PEPSICO INC | COM | 713448108 | — | 492,931 shares | $68,359,671 |
| INTEL CORP | COM | 458140100 | — | 517,317 shares | $68,008,543 |
| SEAGATE TECHNOLOGY HLDNGS PL | ORD SHS | G7997R103 | — | 69,655 shares | $67,462,957 |
| NASDAQ INC | COM | 631103108 | — | 871,919 shares | $67,002,616 |
| KEYSIGHT TECHNOLOGIES INC | COM | 49338L103 | — | 192,304 shares | $65,408,360 |
| WELLS FARGO & CO | COM | 949746101 | — | 770,560 shares | $64,349,466 |
| DEVON ENERGY CORP NEW | COM | 25179M103 | — | 1,531,089 shares | $64,290,427 |
| TRUIST FINL CORP | COM | 89832Q109 | — | 1,269,905 shares | $64,231,795 |
| FLEX LTD | ORD | Y2573F102 | — | 389,740 shares | $62,186,914 |
| PINNACLE FINL PARTNERS INC | COM | 72348N109 | — | 603,456 shares | $60,927,930 |
| NEUROCRINE BIOSCIENCES INC | COM | 64125C109 | — | 346,109 shares | $58,838,530 |
| VERISIGN INC | COM | 92343E102 | — | 229,968 shares | $58,064,620 |
| CENTENE CORP DEL | COM | 15135B101 | — | 885,450 shares | $57,411,190 |
| WW GRAINGER INC | COM | 384802104 | — | 40,271 shares | $54,498,342 |
| VERTIV HOLDINGS CO | COM CL A | 92537N108 | — | 176,275 shares | $54,111,137 |
| COMCAST CORP NEW | CL A | 20030N101 | — | 2,205,652 shares | $53,420,891 |
| INCYTE CORP | COM | 45337C102 | — | 462,843 shares | $53,069,578 |
| MARVELL TECHNOLOGY INC | COM | 573874104 | — | 190,861 shares | $53,011,643 |
| ILLINOIS TOOL WKS INC | COM | 452308109 | — | 196,720 shares | $52,616,698 |
| TRADEWEB MKTS INC | CL A | 892672106 | — | 552,893 shares | $50,978,941 |
| COMFORT SYS USA INC | COM | 199908104 | — | 26,103 shares | $50,866,655 |
| BOOKING HOLDINGS INC | COM | 09857L108 | — | 277,376 shares | $50,596,156 |
| HOWMET AEROSPACE INC | COM | 443201108 | — | 187,877 shares | $50,458,126 |
| UNITED THERAPEUTICS CORP DEL | COM | 91307C102 | — | 88,369 shares | $48,154,035 |
| AMGEN INC | COM | 031162100 | — | 131,323 shares | $47,348,508 |
| TE CONNECTIVITY PLC | ORD SHS | G87052109 | — | 238,381 shares | $47,270,952 |
| CONSOLIDATED EDISON INC | COM | 209115104 | — | 418,297 shares | $46,970,570 |
| DECKERS OUTDOOR CORP | COM | 243537107 | — | 453,368 shares | $46,248,398 |
| ALNYLAM PHARMACEUTICALS INC | COM | 02043Q107 | — | 154,972 shares | $45,487,381 |
| GENERAL MTRS CO | COM | 37045V100 | — | 554,851 shares | $42,912,176 |
| GOLDMAN SACHS GROUP INC | COM | 38141G104 | — | 41,842 shares | $42,687,627 |
| GE VERNOVA INC | COM | 36828A101 | — | 37,922 shares | $41,809,384 |
| VERIZON COMMUNICATIONS INC | COM | 92343V104 | — | 936,776 shares | $41,311,822 |
| S&P GLOBAL INC | COM | 78409V104 | — | 100,785 shares | $41,176,720 |
| RTX CORPORATION | COM | 75513E101 | — | 216,071 shares | $40,476,580 |
| GILEAD SCIENCES INC | COM | 375558103 | — | 318,895 shares | $40,286,005 |
| MONGODB INC | CL A | 60937P106 | — | 117,361 shares | $40,011,417 |
| MEDTRONIC PLC | SHS | G5960L103 | — | 487,011 shares | $39,413,800 |
| AMPHENOL CORP | CL A | 032095101 | — | 236,376 shares | $39,337,694 |
| QUALCOMM INC | COM | 747525103 | — | 206,936 shares | $39,052,962 |
| LINDE PLC | SHS | G54950103 | — | 76,190 shares | $38,937,661 |
| ATLASSIAN CORPORATION | CL A | 049468101 | — | 485,442 shares | $38,772,620 |
| MERCK & CO INC | COM | 58933Y105 | — | 298,766 shares | $38,654,345 |
| MARATHON PETE CORP | COM | 56585A102 | — | 148,803 shares | $38,572,714 |
| DUKE ENERGY CORP NEW | COM NEW | 26441C204 | — | 296,847 shares | $38,094,376 |