Convergence Investment Partners, LLC

CIK: 0001456133SEC EDGAR →

Portfolio Value

$502.0B

Holdings

242

As of

Q4 2025

New Positions

242

Closed Positions

Top 10 Holdings

Rank	Stock	Shares	Value	% of Portfolio
1	NVDA NVIDIA CORPORATION	90,313	$16.0B	3.19%
2	GOOGL ALPHABET INC	32,804	$10.0B	1.99%
3	AVGO BROADCOM INC	31,109	$10.0B	1.99%
4	MSFT MICROSOFT CORP	19,209	$9.0B	1.79%
5	IBM INTERNATIONAL BUSINESS MACHS	31,937	$9.0B	1.79%
6	MU MICRON TECHNOLOGY INC	34,204	$9.0B	1.79%
7	GOOG ALPHABET INC	30,799	$9.0B	1.79%
8	AAPL APPLE INC	32,047	$8.0B	1.59%
9	AMZN AMAZON COM INC	28,956	$6.0B	1.20%
10	META META PLATFORMS INC	10,132	$6.0B	1.20%

Quarterly Changes

Top Buys

NVDANEW

$16.0B

GOOGLNEW

$10.0B

AVGONEW

$10.0B

MUNEW

$9.0B

GOOGNEW

$9.0B

Top Sells

No sells this quarter

New Positions (242)

NVDA

$16.0B · 90K shares

GOOGL

$10.0B · 33K shares

AVGO

$10.0B · 31K shares

$9.0B · 34K shares

$9.0B · 31K shares

$9.0B · 19K shares

$9.0B · 32K shares

$8.0B · 32K shares

$6.0B · 29K shares

$6.0B · 244K shares

$6.0B · 56K shares

$6.0B · 39K shares

$6.0B · 10K shares

$6.0B · 112K shares

$5.0B · 45K shares

$5.0B · 23K shares

$5.0B · 226K shares

$5.0B · 17K shares

$5.0B · 48K shares

$5.0B · 44K shares

$5.0B · 26K shares

$5.0B · 23K shares

$4.0B · 25K shares

$4.0B · 64K shares

$4.0B · 69K shares

SYF

$4.0B · 55K shares

$4.0B · 50K shares

$4.0B · 50K shares

$4.0B · 88K shares

$4.0B · 40K shares

$4.0B · 20K shares

$3.0B · 14K shares

$3.0B · 31K shares

$3.0B · 9K shares

$3.0B · 136K shares

$3.0B · 59K shares

$3.0B · 21K shares

$3.0B · 5K shares

$3.0B · 24K shares

$3.0B · 25K shares

$3.0B · 19K shares

$3.0B · 56K shares

$3.0B · 39K shares

$3.0B · 98K shares

$2.0B · 25K shares

$2.0B · 26K shares

$2.0B · 34K shares

$2.0B · 8K shares

$2.0B · 10K shares

$2.0B · 12K shares

$2.0B · 25K shares

$2.0B · 26K shares

$2.0B · 25K shares

$2.0B · 7K shares

$2.0B · 7K shares

$2.0B · 13K shares

$2.0B · 12K shares

$2.0B · 7K shares

$2.0B · 25K shares

$2.0B · 28K shares

$2.0B · 18K shares

$2.0B · 35K shares

$2.0B · 113K shares

$2.0B · 3K shares

$2.0B · 48K shares

$2.0B · 18K shares

$2.0B · 21K shares

$2.0B · 5K shares

$2.0B · 36K shares

$2.0B · 101K shares

$2.0B · 27K shares

$2.0B · 31K shares

$2.0B · 37K shares

$2.0B · 16K shares

$2.0B · 31K shares

$2.0B · 23K shares

$2.0B · 10K shares

$2.0B · 13K shares

$1.0B · 13K shares

$1.0B · 4K shares

$1.0B · 90K shares

$1.0B · 35K shares

$1.0B · 14K shares

$1.0B · 7K shares

$1.0B · 13K shares

$1.0B · 2K shares

$1.0B · 26K shares

$1.0B · 49K shares

$1.0B · 41K shares

$1.0B · 12K shares

$1.0B · 57K shares

$1.0B · 3K shares

$1.0B · 11K shares

$1.0B · 64K shares

$1.0B · 26K shares

FLEX

$1.0B · 30K shares

XYZ

$1.0B · 26K shares

$1.0B · 5K shares

BYD

$1.0B · 15K shares

HPE

$1.0B · 72K shares

$1.0B · 7K shares

$1.0B · 32K shares

$1.0B · 6K shares

$1.0B · 6K shares

$1.0B · 74K shares

$1.0B · 32K shares

$1.0B · 24K shares

$1.0B · 9K shares

$1.0B · 9K shares

$1.0B · 4K shares

$1.0B · 12K shares

$1.0B · 40K shares

$1.0B · 17K shares

$1.0B · 17K shares

$1.0B · 13K shares

$1.0B · 3K shares

$1.0B · 40K shares

$1.0B · 6K shares

$1.0B · 35K shares

$1.0B · 4K shares

$1.0B · 9K shares

$1.0B · 33K shares

$1.0B · 6K shares

$1.0B · 24K shares

$1.0B · 17K shares

$1.0B · 9K shares

$1.0B · 35K shares

$1.0B · 54K shares

$1.0B · 11K shares

$1.0B · 5K shares

$1.0B · 6K shares

$1.0B · 104K shares

HWM

$1.0B · 5K shares

FTDR

$1.0B · 22K shares

ADT

$1.0B · 165K shares

$1.0B · 55K shares

VICR

$1.0B · 15K shares

$1.0B · 24K shares

$1.0B · 32K shares

$1.0B · 10K shares

$1.0B · 21K shares

$1.0B · 282 shares

$1.0B · 12K shares

$1.0B · 21K shares

$1.0B · 6K shares

$1.0B · 15K shares

$1.0B · 4K shares

$1.0B · 11K shares

$1.0B · 15K shares

$1.0B · 14K shares

$1.0B · 11K shares

$1.0B · 10K shares

$1.0B · 31K shares

$1.0B · 4K shares

$1.0B · 68K shares

$1.0B · 77K shares

$1.0B · 4K shares

$1.0B · 12K shares

$1.0B · 15K shares

$1.0B · 4K shares

$1.0B · 24K shares

$1.0B · 5K shares

$1.0B · 39K shares

$1.0B · 4K shares

$1.0B · 146K shares

$1.0B · 3K shares

$1.0B · 14K shares

$0 · 4K shares

$0 · 3K shares

$0 · 37K shares

$0 · 515 shares

$0 · 1K shares

$0 · 16K shares

$0 · 2K shares

$0 · 731 shares

$0 · 37K shares

$0 · 16K shares

$0 · 33K shares

$0 · 240 shares

$0 · 5K shares

$0 · 1K shares

$0 · 13K shares

$0 · 5K shares

$0 · 2K shares

$0 · 48K shares

$0 · 1K shares

$0 · 510 shares

$0 · 8K shares

$0 · 862 shares

$0 · 5K shares

$0 · 24K shares

$0 · 26K shares

$0 · 804 shares

$0 · 44K shares

$0 · 940 shares

$0 · 2K shares

$0 · 2K shares

$0 · 20K shares

$0 · 10K shares

$0 · 25K shares

$0 · 3K shares

$0 · 10K shares

$0 · 5K shares

$0 · 920 shares

$0 · 3K shares

$0 · 4K shares

$0 · 2K shares

$0 · 2K shares

$0 · 635 shares

$0 · 25K shares

$0 · 2K shares

$0 · 48K shares

$0 · 7K shares

$0 · 876 shares

ABNB

$0 · 7K shares

ADP

$0 · 3K shares

HAS

$0 · 6K shares

$0 · 5K shares

AES

$0 · 59K shares

LIN

$0 · 578 shares

AMAT

$0 · 1K shares

$0 · 2K shares

$0 · 52K shares

$0 · 2K shares

$0 · 46K shares

$0 · 8K shares

$0 · 20K shares

$0 · 7K shares

$0 · 979 shares

$0 · 12K shares

$0 · 1K shares

$0 · 3K shares

$0 · 827 shares

$0 · 4K shares

ABT

$0 · 2K shares

$0 · 884 shares

$0 · 42K shares

$0 · 7K shares

$0 · 599 shares

$0 · 4K shares

$0 · 4K shares

$0 · 19K shares

Sector Breakdown

Sector	# Holdings	Value	%
Technology	47	$126.0B	32.5%
Financial Services	36	$55.0B	14.2%
Healthcare	26	$44.0B	11.3%
Communication Services	11	$39.0B	10.1%
Consumer Cyclical	30	$36.0B	9.3%
Industrials	31	$26.0B	6.7%
Energy	10	$15.0B	3.9%
Consumer Defensive	13	$14.0B	3.6%
Unknown	9	$12.0B	3.1%
Basic Materials	11	$9.0B	2.3%
Utilities	8	$7.0B	1.8%
Real Estate	10	$5.0B	1.3%