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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) |
|---|---|---|---|---|---|
| AT&T INC | COM | 00206R102 | — | 1,720,788 shares | $37,547,594 |
| DISNEY WALT CO | COM | 254687106 | — | 378,353 shares | $37,316,956 |
| SYNCHRONY FINANCIAL | COM | 87165B103 | — | 474,418 shares | $37,180,139 |
| ROCKWELL AUTOMATION INC | COM | 773903109 | — | 77,055 shares | $37,165,938 |
| CISCO SYS INC | COM | 17275R102 | — | 313,604 shares | $36,911,191 |
| TWILIO INC | CL A | 90138F102 | — | 174,000 shares | $34,636,805 |
| PALANTIR TECHNOLOGIES INC | CL A | 69608A108 | — | 298,992 shares | $34,593,374 |
| METTLER TOLEDO INTERNATIONAL | COM | 592688105 | — | 26,916 shares | $33,882,399 |
| MOODYS CORP | COM | 615369105 | — | 74,838 shares | $33,881,408 |
| MORGAN STANLEY BITCOIN TR | COMMON UNITS | 61692G109 | — | 158,733 shares | $33,606,951 |
| SALESFORCE INC | COM | 79466L302 | — | 211,385 shares | $33,384,033 |
| INTERCONTINENTAL EXCHANGE IN | COM | 45866F104 | — | 268,900 shares | $33,050,499 |
| PNC FINL SVCS GROUP INC | COM | 693475105 | — | 128,341 shares | $31,665,575 |
| CVS HEALTH CORP | COM | 126650100 | — | 303,328 shares | $31,418,714 |
| PROLOGIS INC. | COM | 74340W103 | — | 222,523 shares | $30,906,219 |
| CIENA CORP | COM NEW | 171779309 | — | 64,231 shares | $30,762,153 |
| PARKER-HANNIFIN CORP | COM | 701094104 | — | 31,706 shares | $30,557,926 |
| ARISTA NETWORKS INC | COM SHS | 040413205 | — | 185,625 shares | $30,461,063 |
| CATERPILLAR INC | COM | 149123101 | — | 29,344 shares | $30,317,927 |
| INTUITIVE SURGICAL INC | COM NEW | 46120E602 | — | 74,482 shares | $30,237,458 |
| CAPITAL ONE FINL CORP | COM | 14040H105 | — | 145,628 shares | $29,457,632 |
| TECHNIPFMC PLC | COM | G87110105 | — | 432,410 shares | $28,206,104 |
| MARSH & MCLENNAN COS INC | COM | 571748102 | — | 168,835 shares | $28,146,483 |
| EBAY INC. | COM | 278642103 | — | 253,671 shares | $28,106,747 |
| NEXTERA ENERGY INC | COM | 65339F101 | — | 308,590 shares | $27,359,589 |
| OKTA INC | CL A | 679295105 | — | 205,968 shares | $27,082,924 |
| VALERO ENERGY CORP | COM | 91913Y100 | — | 101,485 shares | $27,027,485 |
| IDEXX LABS INC | COM | 45168D104 | — | 50,327 shares | $26,971,749 |
| ASTERA LABS INC | COM | 04626A103 | — | 58,912 shares | $26,861,516 |
| SEA LTD | SPONSORD ADS | 81141R100 | — | 283,964 shares | $26,694,195 |
| CITIZENS FINL GROUP INC | COM | 174610105 | — | 376,643 shares | $26,526,966 |
| NEWMONT CORP | COM | 651639106 | — | 280,107 shares | $26,472,913 |
| EQUINIX INC | COM | 29444U700 | — | 24,184 shares | $26,243,751 |
| AMERICAN TOWER CORP | COM | 03027X100 | — | 153,615 shares | $25,910,242 |
| SOUTHERN CO | COM | 842587107 | — | 262,779 shares | $25,423,868 |
| HILTON WORLDWIDE HLDGS INC | COM | 43300A203 | — | 76,126 shares | $25,314,940 |
| STRYKER CORPORATION | COM | 863667101 | — | 76,411 shares | $25,255,364 |
| THE CIGNA GROUP | COM | 125523100 | — | 89,596 shares | $24,973,989 |
| DANAHER CORP DEL | COM | 235851102 | — | 127,916 shares | $24,659,646 |
| KROGER CO | COM | 501044101 | — | 424,209 shares | $23,717,525 |
| EVERPURE INC | CL A | 74624M102 | — | 319,210 shares | $23,085,267 |
| PROCTER & GAMBLE CO | COM | 742718109 | — | 155,465 shares | $23,078,779 |
| PG&E CORP | COM | 69331C108 | — | 1,320,766 shares | $22,770,006 |
| CHUBB LIMITED | COM | H1467J104 | — | 65,109 shares | $22,351,269 |
| WORKDAY INC | CL A | 98138H101 | — | 178,016 shares | $21,999,217 |
| REGENERON PHARMACEUTICALS | COM | 75886F107 | — | 34,494 shares | $21,793,654 |
| TELEDYNE TECHNOLOGIES INC | COM | 879360105 | — | 32,223 shares | $20,662,032 |
| KINDER MORGAN INC DEL | COM | 49456B101 | — | 629,116 shares | $20,301,573 |
| HUNTINGTON BANCSHARES INC | COM | 446150104 | — | 1,137,373 shares | $20,267,987 |
| SCHWAB CHARLES CORP | COM | 808513105 | — | 216,732 shares | $19,625,083 |
| ULTA BEAUTY INC | COM | 90384S303 | — | 42,678 shares | $19,594,323 |
| DUPONT DE NEMOURS INC | COMMON STOCK *A* | 26614N201 | — | 144,233 shares | $19,578,187 |
| MCKESSON CORP | COM | 58155Q103 | — | 26,143 shares | $19,542,677 |
| INTUIT | COM | 461202103 | — | 73,356 shares | $19,542,038 |
| CBRE GBL REAL ESTATE INC FD | COM | 12504G100 | — | 143,491 shares | $19,527,690 |
| NXP SEMICONDUCTORS N V | COM | N6596X109 | — | 70,075 shares | $19,506,778 |
| MONSTER BEVERAGE CORP NEW | COM | 61174X109 | — | 198,926 shares | $19,423,135 |
| THERMO FISHER SCIENTIFIC INC | COM | 883556102 | — | 38,310 shares | $19,400,950 |
| SS&C TECH HLDGS | COM | 78467J100 | — | 306,004 shares | $19,259,892 |
| CARDINAL HEALTH INC | COM | 14149Y108 | — | 79,522 shares | $18,784,687 |
| SERVICENOW INC | COM | 81762P102 | — | 182,074 shares | $18,201,938 |
| UNION PAC CORP | COM | 907818108 | — | 66,414 shares | $18,111,098 |
| ANALOG DEVICES INC | COM | 032654105 | — | 45,943 shares | $17,999,549 |
| WASTE MGMT INC DEL | COM | 94106L109 | — | 80,576 shares | $17,998,261 |
| ORACLE CORP | COM | 68389X105 | — | 116,414 shares | $17,201,333 |
| BANK OF NY MELLON CORP | COM | 064058100 | — | 119,467 shares | $17,179,355 |
| COHERENT CORP | COM | 19247G107 | — | 43,562 shares | $17,042,326 |
| MASTEC INC | COM | 576323109 | — | 39,063 shares | $16,761,543 |
| OLD DOMINION FREIGHT LINE IN | COM | 679580100 | — | 74,832 shares | $16,439,842 |
| CINTAS CORP | COM | 172908105 | — | 97,020 shares | $16,404,142 |
| APPLOVIN CORP | COM CL A | 03831W108 | — | 32,694 shares | $16,306,459 |
| ELEVANCE HEALTH INC FORMERLY | COM | 036752103 | — | 41,681 shares | $16,173,478 |
| AMETEK INC | COM | 031100100 | — | 66,295 shares | $15,759,647 |
| IQVIA HLDGS INC | COM | 46266C105 | — | 80,885 shares | $15,633,453 |
| AIRBNB INC | COM CL A | 009066101 | — | 106,095 shares | $15,614,001 |
| BANCORP INC DEL | COM | 05969A105 | — | 254,464 shares | $15,593,554 |
| TEXAS INSTRS INC | COM | 882508104 | — | 54,259 shares | $15,489,859 |
| SNOWFLAKE INC | COM SHS | 833445109 | — | 61,238 shares | $15,410,543 |
| VERTEX PHARMACEUTICALS INC | COM | 92532F100 | — | 30,687 shares | $15,332,760 |
| DTE ENERGY CO | COM | 233331107 | — | 99,278 shares | $15,290,798 |
| AMERIPRISE FINL INC | COM | 03076C106 | — | 33,734 shares | $15,072,014 |
| QNITY ELECTRONICS INC | COMMON STOCK | 74743L100 | — | 91,466 shares | $14,472,665 |
| ENTEGRIS INC | COM | 29362U104 | — | 84,362 shares | $14,429,276 |
| HOME DEPOT INC | COM | 437076102 | — | 40,310 shares | $14,141,151 |
| EXXON MOBIL CORP | COM | 30231G102 | — | 101,679 shares | $13,834,445 |
| HCA HEALTHCARE INC | COM | 40412C101 | — | 34,728 shares | $13,624,836 |
| MOBILE INFRASTRUCTURE CORP | COM SHS | 60739N101 | — | 76,955 shares | $13,387,861 |
| BLACKROCK INCOME TR INC | COM NEW | 09247F209 | — | 13,916 shares | $13,222,566 |
| HEICO CORP NEW | COM | 422806109 | — | 50,323 shares | $13,118,643 |
| PROGRESSIVE CORP | COM | 743315103 | — | 58,988 shares | $12,969,102 |
| REPUBLIC SVCS INC | COM | 760759100 | — | 59,500 shares | $12,773,460 |
| BOSTON SCIENTIFIC CORP | COM | 101137107 | — | 292,684 shares | $12,725,900 |
| METLIFE INC | COM | 59156R108 | — | 145,407 shares | $12,503,548 |
| PFIZER INC | COM | 717081103 | — | 510,661 shares | $12,444,809 |
| TRANE TECHNOLOGIES PLC | SHS | G8994E103 | — | 25,276 shares | $12,141,327 |
| ACCENTURE PLC IRELAND | SHS CLASS A | G1151C101 | — | 96,094 shares | $11,986,766 |
| AON PLC | SHS CL A | G0403H108 | — | 36,232 shares | $11,868,516 |
| DATADOG INC | CL A COM | 23804L103 | — | 47,444 shares | $11,793,155 |
| CME GROUP INC | COM | 12572Q105 | — | 53,353 shares | $11,661,899 |
| UBER TECHNOLOGIES INC | COM | 90353T100 | — | 153,806 shares | $11,612,353 |