Institution

Vinva Investment Management Ltd

13F for the quarter to June 30, 2026, filed August 14, 2026 · SEC CIK 1968109

Reported value: $15.1bn
Positions we cover: 451
Copy, a year: +21.5%
Copy Sharpe ratio: 1.08

How copying its 13F would have done

CopyS&P 500 $10,000 copying Vinva Investment Management Ltd's filed holdings in companies we cover from May 12, 2023, buying on the first trading day after each 13F was filed and holding until the next, against the S&P 500 (total return). Marked weekly, log scale. Before costs and taxes; misses trading within each quarter and anything 13F does not show (shorts, cash, bonds, non-US holdings).

Biggest drop −19.4% (S&P 500 −16.9%); beta 1.04; alpha +0.2% a year (t = 0.16); last 12 months +13.7% against +12.1%.

Reported value by quarter

Vinva Investment Management Ltd: 13F reported value Total value of all positions in each quarter's 13F, as filed (values before 2023 were filed in thousands of dollars and are converted).

View chart data

Period	Reported value
2023-03-31	$1.2B
2023-06-30	$1.2B
2023-09-30	$1.1B
2023-12-31	$1.5B
2024-03-31	$1.8B
2024-06-30	$2B
2024-09-30	$2.4B
2024-12-31	$2.6B
2025-03-31	$2.5B
2025-06-30	$3.8B
2025-09-30	$5.1B
2025-12-31	$8B
2026-03-31	$8.1B
2026-06-30	$15.1B

Holdings and moves

Company	Share of portfolio	Value	Shares	Change in shares
NVDANVIDIA Corporation	6.78%	$1.0bn	5.24M	+51.8% Added
AAPLApple Inc.	6.00%	$903.2m	3.21M	+54.1% Added
MSFTMicrosoft Corporation	3.88%	$584.5m	1.59M	+60.2% Added
AMZNAmazon	3.41%	$514.0m	2.14M	+58.7% Added
AVGOBroadcom	2.52%	$378.8m	1.02M	+58.9% Added
MUMicron Technology	1.93%	$291.2m	254.2K	+60.2% Added
METAMeta Platforms	1.80%	$271.0m	481.7K	+54.8% Added
LLYLilly (Eli)	1.48%	$222.5m	180.9K	+66.1% Added
JPMJPMorgan Chase	1.39%	$208.6m	633.3K	+64.1% Added
CLColgate-Palmolive	1.29%	$193.8m	2.09M	+77.6% Added
VVisa Inc.	1.12%	$168.8m	493.9K	+98.1% Added
AMDAdvanced Micro Devices	1.11%	$167.9m	311.2K	+60.4% Added
TSLATesla, Inc.	1.06%	$159.9m	388.3K	+32.6% Added
JBLJabil	1.03%	$155.3m	413.5K	+60.8% Added
TPRTapestry, Inc.	0.99%	$148.8m	1.01M	+85.4% Added
MAMastercard	0.97%	$145.7m	285.9K	+93.2% Added
MSCIMSCI	0.92%	$138.5m	247.5K	+62.5% Added
ROSTRoss Stores	0.89%	$133.2m	637.7K	+487.4% Added
TERTeradyne	0.87%	$130.6m	281.6K	+158.4% Added
ABBVAbbVie	0.86%	$130.1m	511.7K	+87.7% Added
FTNTFortinet	0.85%	$128.4m	825.9K	+37.8% Added
JBHTJ.B. Hunt	0.80%	$119.6m	412.7K	+5121.4% Added
JNJJohnson & Johnson	0.77%	$116.5m	450.6K	+95.1% Added
BACBank of America	0.75%	$112.4m	1.94M	+93.4% Added
LRCXLam Research	0.74%	$111.8m	272.2K	+49.5% Added
BMYBristol Myers Squibb	0.73%	$109.6m	1.87M	+93.8% Added
ADSKAutodesk, Inc.	0.70%	$105.0m	536.1K	+123.7% Added
NTAPNetApp	0.66%	$99.9m	641.4K	+18.7% Added
FTVFortive	0.66%	$99.2m	1.63M	+163.8% Added
EXPEExpedia Group	0.66%	$99.2m	372.1K	+41.8% Added
VICIVici Properties	0.64%	$96.0m	3.53M	+433.3% Added
AMATApplied Materials	0.62%	$93.8m	135.0K	+27.4% Added
ADBEAdobe Inc.	0.62%	$93.0m	450.7K	+137.5% Added
BRBroadridge Financial Solutions	0.62%	$93.0m	682.0K	+182.6% Added
EOGEOG Resources	0.61%	$92.4m	700.7K	+178.5% Added
WMTWalmart	0.59%	$89.0m	776.2K	+39.1% Added
COSTCostco	0.58%	$87.1m	92.0K	+75.6% Added
CBOECboe Global Markets	0.57%	$85.4m	367.7K	+77.9% Added
COKECoca-cola Consolidated, Inc.	0.54%	$80.9m	979.3K	New
AERAercap Holdings N.V.	0.53%	$79.4m	537.6K	+163.9% Added
GENGen Digital Inc.	0.53%	$79.1m	3.16M	+228.9% Added
TJXTJX Companies	0.53%	$79.0m	522.2K	+204.1% Added
CCitigroup	0.51%	$77.0m	540.5K	+76.1% Added
EXEExpand Energy	0.51%	$76.4m	873.0K	+2263.8% Added
UNHUnitedHealth Group	0.49%	$74.5m	177.5K	+160.7% Added
WDCWestern Digital	0.49%	$74.2m	113.8K	+102.5% Added
EMEEmcor	0.49%	$74.0m	90.8K	+54.9% Added
NFLXNetflix	0.49%	$73.6m	997.9K	+62.9% Added
GEGE Aerospace	0.48%	$72.1m	193.1K	+32.9% Added
KLACKLA Corporation	0.48%	$71.9m	258.1K	+1132.7% Added
PODDInsulet Corporation	0.46%	$68.5m	430.5K	+88.1% Added
PEPPepsiCo	0.45%	$68.4m	492.9K	+96.1% Added
INTCIntel	0.45%	$68.0m	517.3K	+406.7% Added
STXSeagate Technology	0.45%	$67.5m	69.7K	+79.1% Added
NDAQNasdaq, Inc.	0.45%	$67.0m	871.9K	+100.8% Added
KEYSKeysight Technologies	0.43%	$65.4m	192.3K	+2905.7% Added
WFCWells Fargo	0.43%	$64.3m	770.6K	+73.1% Added
DVNDevon Energy	0.43%	$64.3m	1.53M	+15.4% Added
TFCTruist Financial	0.43%	$64.2m	1.27M	+90.5% Added
FLEXFlex Ltd.	0.41%	$62.2m	389.7K	New
PNFPPinnacle Financial Partners, Inc.	0.41%	$60.9m	603.5K	New
NBIXNeurocrine Biosciences Inc	0.39%	$58.8m	346.1K	+360.9% Added
VRSNVerisign Inc	0.39%	$58.1m	230.0K	+56.7% Added
CNCCentene Corporation	0.38%	$57.4m	885.5K	New
GWWW. W. Grainger	0.36%	$54.5m	40.3K	+272.7% Added
VRTVertiv	0.36%	$54.1m	176.3K	+18.7% Added
CMCSAComcast	0.35%	$53.4m	2.21M	New
INCYIncyte	0.35%	$53.1m	462.8K	+54.1% Added
MRVLMarvell Technology	0.35%	$53.0m	190.9K	−52.5% Reduced
ITWIllinois Tool Works	0.35%	$52.6m	196.7K	+20.4% Added
FIXComfort Systems USA	0.34%	$50.9m	26.1K	+179.0% Added
BKNGBooking Holdings	0.34%	$50.6m	277.4K	+2208.6% Added
HWMHowmet Aerospace	0.34%	$50.5m	187.9K	−8.3% Reduced
UTHRUnited Therapeutics Corp	0.32%	$48.2m	88.4K	+28.8% Added
AMGNAmgen	0.31%	$47.3m	131.3K	+82.8% Added
TELTE Connectivity	0.31%	$47.3m	238.4K	+144.4% Added
EDConsolidated Edison	0.31%	$47.0m	418.3K	+44.1% Added
DECKDeckers Brands	0.31%	$46.2m	453.4K	+31.0% Added
ALNYAlnylam Pharmaceuticals, Inc.	0.30%	$45.5m	155.0K	+323.4% Added
GMGeneral Motors	0.28%	$42.9m	554.9K	−9.5% Reduced
GSGoldman Sachs	0.28%	$42.7m	41.8K	+4.3% Added
GEVGE Vernova	0.28%	$41.8m	37.9K	+8.1% Added
VZVerizon	0.27%	$41.3m	936.8K	+41.6% Added
SPGIS&P Global	0.27%	$41.2m	100.8K	+121.4% Added
RTXRTX Corporation	0.27%	$40.5m	216.1K	+188.3% Added
GILDGilead Sciences	0.27%	$40.3m	318.9K	+83.9% Added
MDBMongodb, Inc.	0.27%	$40.0m	117.4K	+164.6% Added
MDTMedtronic	0.26%	$39.4m	487.0K	+139.2% Added
APHAmphenol	0.26%	$39.3m	236.4K	+112.9% Added
QCOMQualcomm	0.26%	$39.1m	206.9K	−25.2% Reduced
LINLinde plc	0.26%	$38.9m	76.2K	+49.3% Added
TEAMAtlassian Corp	0.26%	$38.8m	485.4K	+206.0% Added
MRKMerck & Co.	0.26%	$38.7m	298.8K	+16.6% Added
MPCMarathon Petroleum	0.26%	$38.6m	148.8K	+70.2% Added
DUKDuke Energy	0.25%	$38.1m	296.8K	+206.7% Added
TAT&T	0.25%	$37.5m	1.72M	+59.1% Added
DISThe Walt Disney Company	0.25%	$37.3m	378.4K	+207.4% Added
SYFSynchrony Financial	0.25%	$37.2m	474.4K	+348.9% Added
ROKRockwell Automation	0.25%	$37.2m	77.1K	+144.4% Added
CSCOCisco	0.24%	$36.9m	313.6K	+30.6% Added
TWLOTwilio Inc	0.23%	$34.6m	174.0K	−12.1% Reduced
PLTRPalantir Technologies Inc.	0.23%	$34.6m	299.0K	+73.5% Added
MTDMettler Toledo	0.23%	$33.9m	26.9K	−3.0% Reduced
MCOMoody's Corporation	0.23%	$33.9m	74.8K	+58.4% Added
CRMSalesforce	0.22%	$33.4m	211.4K	+70.5% Added
ICEIntercontinental Exchange	0.22%	$33.1m	268.9K	+220.4% Added
PNCPNC Financial Services	0.21%	$31.7m	128.3K	+61.7% Added
CVSCVS Health	0.21%	$31.4m	303.3K	+68.9% Added
PLDPrologis	0.20%	$30.9m	222.5K	+75.6% Added
CIENCiena	0.20%	$30.8m	64.2K	+308.4% Added
PHParker Hannifin	0.20%	$30.6m	31.7K	+55.1% Added
ANETArista Networks	0.20%	$30.5m	185.6K	+67.7% Added
CATCaterpillar Inc.	0.20%	$30.3m	29.3K	+49.3% Added
ISRGIntuitive Surgical	0.20%	$30.2m	74.5K	+97.0% Added
COFCapital One	0.20%	$29.5m	145.6K	+112.9% Added
FTITechnipFMC plc	0.19%	$28.2m	432.4K	New
MRSHMarsh McLennan	0.19%	$28.1m	168.8K	+109.8% Added
EBAYeBay Inc.	0.19%	$28.1m	253.7K	−20.7% Reduced
NEENextEra Energy	0.18%	$27.4m	308.6K	+58.6% Added
OKTAOkta, Inc.	0.18%	$27.1m	206.0K	+108.9% Added
VLOValero Energy	0.18%	$27.0m	101.5K	+150.2% Added
IDXXIdexx Laboratories	0.18%	$27.0m	50.3K	+61.4% Added
ALABAstera Labs, Inc.	0.18%	$26.9m	58.9K	+78.6% Added
SESea Ltd	0.18%	$26.7m	284.0K	+196.6% Added
CFGCitizens Financial Group	0.18%	$26.5m	376.6K	−46.2% Reduced
NEMNewmont	0.18%	$26.5m	280.1K	−23.1% Reduced
EQIXEquinix	0.17%	$26.2m	24.2K	+74.7% Added
AMTAmerican Tower	0.17%	$25.9m	153.6K	+93.0% Added
SOSouthern Company	0.17%	$25.4m	262.8K	+145.9% Added
HLTHilton Worldwide	0.17%	$25.3m	76.1K	+250.9% Added
SYKStryker Corporation	0.17%	$25.3m	76.4K	+50.8% Added
CICigna	0.17%	$25.0m	89.6K	+149.9% Added
DHRDanaher Corporation	0.16%	$24.7m	127.9K	+321.8% Added
KRKroger	0.16%	$23.7m	424.2K	+253.2% Added
PEverpure	0.15%	$23.1m	319.2K	+88.8% Added
PGProcter & Gamble	0.15%	$23.1m	155.5K	+47.0% Added
PCGPG&E Corporation	0.15%	$22.8m	1.32M	New
CBChubb Limited	0.15%	$22.4m	65.1K	+42.1% Added
WDAYWorkday, Inc.	0.15%	$22.0m	178.0K	+5002.2% Added
REGNRegeneron Pharmaceuticals	0.14%	$21.8m	34.5K	+132.1% Added
TDYTeledyne Technologies	0.14%	$20.7m	32.2K	+484.6% Added
KMIKinder Morgan	0.14%	$20.3m	629.1K	+60.1% Added
HBANHuntington Bancshares	0.14%	$20.3m	1.14M	+12.8% Added
SCHWCharles Schwab Corporation	0.13%	$19.6m	216.7K	+7.1% Added
ULTAUlta Beauty	0.13%	$19.6m	42.7K	+658.3% Added
DDDuPont	0.13%	$19.6m	144.2K	New
MCKMcKesson	0.13%	$19.5m	26.1K	+29.8% Added
INTUIntuit	0.13%	$19.5m	73.4K	+113.6% Added
NXPINXP Semiconductors	0.13%	$19.5m	70.1K	+488.8% Added
MNSTMonster Beverage	0.13%	$19.4m	198.9K	−10.5% Reduced

Company	Bought (value)	Shares
NVDANVIDIA Corporation	$348.3m	1.79M
AAPLApple Inc.	$317.2m	1.13M
MSFTMicrosoft Corporation	$219.6m	595.9K
AMZNAmazon	$190.1m	791.5K
AVGOBroadcom	$140.4m	376.9K
JBHTJ.B. Hunt	$117.3m	404.8K
ROSTRoss Stores	$110.5m	529.1K
MUMicron Technology	$109.4m	95.5K
METAMeta Platforms	$95.9m	170.5K
LLYLilly (Eli)	$88.6m	72.0K
CLColgate-Palmolive	$84.7m	912.7K
VVisa Inc.	$83.6m	244.6K
JPMJPMorgan Chase	$81.5m	247.4K
COKECoca-cola Consolidated, Inc.	$80.9m	979.3K
TERTeradyne	$80.0m	172.6K

Change in shares on the previous quarter's 13F, valued at this quarter's reported price.

Company	Sold (value)	Shares
GOOGLAlphabet Inc. (Class A)	−$224.4m	−820.3K
GDDYGodaddy Inc.	−$61.3m	−494.9K
MRVLMarvell Technology	−$58.6m	−211.0K
NTRSNorthern Trust	−$50.9m	−373.4K
GPNGlobal Payments	−$37.8m	−565.1K
ATSATS Corp	−$36.5m	−2.09M
KOThe Coca-Cola Company	−$35.6m	−466.3K
NIUNiu Technologies	−$35.4m	−530.7K
AIGAmerican International Group	−$31.6m	−427.2K
CBRECBRE Group	−$28.2m	−211.7K
HUBSHubspot Inc	−$24.8m	−102.6K
ACMAecom	−$23.6m	−282.7K
CFGCitizens Financial Group	−$22.8m	−323.5K
ZMZoom Communications, Inc.	−$21.1m	−245.1K
MSMorgan Stanley	−$21.0m	−132.8K

Change in shares on the previous quarter's 13F, valued at this quarter's reported price.

Company	Value last quarter	Shares
GOOGLAlphabet Inc. (Class A)	$224.4m	820.3K
NTRSNorthern Trust	$50.9m	373.4K
GPNGlobal Payments	$37.8m	565.1K
ATSATS Corp	$36.5m	2.09M
KOThe Coca-Cola Company	$35.6m	466.3K
NIUNiu Technologies	$35.4m	530.7K
AIGAmerican International Group	$31.6m	427.2K
CBRECBRE Group	$28.2m	211.7K
HUBSHubspot Inc	$24.8m	102.6K
ACMAecom	$23.6m	282.7K
MSMorgan Stanley	$21.0m	132.8K
FLNGFlex LNG Ltd.	$20.5m	338.0K
BKRBaker Hughes	$14.6m	239.8K
KMRKK-tech Solutions Co LTD	$14.5m	236.7K
TMUST-Mobile US	$13.1m	61.4K
LNGCheniere Energy, Inc.	$12.0m	40.8K
ZBRAZebra Technologies	$10.9m	54.6K
DPZDomino's	$9.2m	26.2K
BLKBlackRock	$8.5m	9.1K
SLBSchlumberger	$7.4m	143.5K
RCLRoyal Caribbean Group	$7.2m	27.5K
SYYSysco	$4.7m	67.9K
SOLVSolventum	$4.3m	68.0K
BSVNBank7 Corp.	$3.7m	18.6K
USBU.S. Bancorp	$3.6m	71.3K
ITGartner	$3.4m	21.2K
UALUnited Airlines Holdings	$2.7m	31.7K
HIGThe Hartford	$2.3m	16.8K
ALBAlbemarle Corporation	$2.1m	8.0K
MKLMarkel Group Inc.	$2.0m	1.1K

Technology41.5%
Financials12.4%
Health Care11.3%
Consumer Discretionary10.2%
Industrials9.3%
Consumer Staples4.5%
Communication Services4.1%
Energy2.8%
Utilities1.6%
Real Estate1.6%
Materials0.6%

Share of the value held in companies we cover, by sector.

Period	Copy, a year	S&P 500	Sharpe	S&P 500	Biggest drop	Beta
Whole backtestMay 12, 2023 to November 2, 2026	+21.5%	+20.6%	1.08	1.08	−19.4%	1.04
Last three yearsNovember 3, 2023 to November 2, 2026	+22.7%	+21.8%	1.16	1.16	−19.4%	1.04
Last yearNovember 7, 2025 to November 2, 2026	+15.7%	+14.2%	0.93	0.84	−9.0%	0.98

From SEC Form 13F data sets. A 13F lists long positions in US-listed shares at the quarter's end, filed up to 45 days later; it does not show shorts, cash, bonds, non-US holdings or trades within the quarter. Positions in companies outside our coverage are not listed here. Research, not investment advice.