Vinva Investment Management Ltd

CIK: 0001968109SEC EDGAR →

Portfolio Value

$6.9M

Holdings

396

As of

Q4 2025

New Positions

419

Closed Positions

0

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

NVIDIA CORPORATION

3,215,088$602K
8.67%
2

APPLE INC

1,962,603$535K
7.71%
3

MICROSOFT CORP

908,934$443K
6.38%
4

ALPHABET INC

1,401,954$440K
6.34%
5

AMAZON COM INC

1,279,081$297K
4.28%
6

BROADCOM INC

607,842$212K
3.05%
7

TESLA INC

297,696$135K
1.94%
8

JPMORGAN CHASE & CO.

321,223$103K
1.48%
9

VISA INC

245,904$86K
1.24%
10

TAPESTRY INC

506,737$66K
0.95%

Quarterly Changes

Top Buys

MSFT↑ Increased
$443K
GOOGL↑ Increased
$319K
AAPL↑ Increased
$213K
NVDA↑ Increased
$208K
AMZN↑ Increased
$122K

Top Sells

GOOGCLOSED
$104K
MAS↓ Decreased
$25K
AKAM↓ Decreased
$24K
CCKCLOSED
$24K
NTNX↓ Decreased
$23K

New Positions (58)

$20K · 363K shares
$14K · 79K shares
$12K · 61K shares
$11K · 184K shares
$5K · 69K shares
$3K · 20K shares
$3K · 15K shares
$2K · 17K shares
$1K · 36K shares
$1K · 4K shares
$1K · 15K shares
$1K · 16K shares
$1K · 65K shares
$1K · 29K shares
$1K · 3K shares
$1K · 79K shares
$1K · 24K shares
$1K · 11K shares
$1K · 22K shares
$1K · 889 shares
$1K · 4K shares
$200 · 301K shares
$5 · 5K shares
$0 · 12K shares
$0 · 520 shares
$0 · 2K shares
$0 · 4K shares
$0 · 2K shares
$0 · 8K shares
$0 · 7K shares
$0 · 17K shares
$0 · 1K shares
$0 · 5K shares
$0 · 3K shares
$0 · 3K shares
$0 · 27K shares
$0 · 29K shares
$0 · 22K shares
$0 · 2K shares
$0 · 7K shares
$0 · 1K shares
$0 · 849 shares
$0 · 2K shares
$0 · 8K shares
$0 · 3K shares
$0 · 15K shares
$0 · 9K shares
$0 · 3K shares
$0 · 2K shares
$0 · 6K shares
$0 · 13K shares
$0 · 2K shares
$0 · 4K shares
$0 · 22K shares
$0 · 11K shares
$0 · 35K shares
$0 · 7K shares
$0 · 11K shares

Closed Positions (83)

$104K · 425K shares
$24K · 245K shares
$17K · 128K shares
$12K · 355K shares
$10K · 40K shares
$7K · 89K shares
$7K · 14K shares
$6K · 28K shares
$5K · 39K shares
$5K · 21K shares
$5K · 32K shares
$4K · 9K shares
$3K · 14K shares
$3K · 22K shares
$3K · 10K shares
$2K · 71K shares
$2K · 25K shares
$2K · 7K shares
$2K · 42K shares
$2K · 39K shares
$2K · 6K shares
$2K · 30K shares
$2K · 58K shares
$2K · 12K shares
$2K · 20K shares
$2K · 5K shares
$1K · 10K shares
$1K · 102K shares
$1K · 5K shares
$1K · 7K shares
$1K · 16K shares
$1K · 4K shares
$1K · 7K shares
$1K · 15K shares
$1K · 3K shares
$995 · 9K shares
$930 · 15K shares
$881 · 9K shares
$877 · 930 shares
$848 · 23K shares
$839 · 36K shares
$828 · 15K shares
$774 · 12K shares
$743 · 5K shares
$686 · 11K shares
$659 · 5K shares
$648 · 25K shares
$626 · 29K shares
$604 · 4K shares
$585 · 9K shares
$583 · 8K shares
$571 · 3K shares
$537 · 15K shares
$529 · 13K shares
$514 · 9K shares
$513 · 13K shares
$502 · 3K shares
$472 · 2K shares
$454 · 23K shares
$432 · 2K shares
$425 · 822 shares
$416 · 1K shares
$410 · 8K shares
$389 · 8K shares
$363 · 11K shares
$327 · 2K shares
$283 · 34K shares
$269 · 4K shares
$248 · 1K shares
$241 · 2K shares
$236 · 772 shares
$230 · 6K shares
$225 · 3K shares
$220 · 935 shares
$219 · 2K shares
$205 · 7K shares
$205 · 4K shares
$203 · 5K shares
$140 · 189K shares
$2 · 4K shares
$1 · 3K shares
$1 · 3K shares
$1 · 1K shares

Sector Breakdown

Sector# HoldingsValue%
Technology91$2.9M41.6%
Financial Services57$911K13.1%
Consumer Cyclical41$795K11.5%
Communication Services18$640K9.2%
Healthcare58$601K8.7%
Industrials45$319K4.6%
Consumer Defensive14$207K3.0%
Unknown23$201K2.9%
Real Estate11$110K1.6%
Energy11$107K1.5%
Utilities16$94K1.4%
Basic Materials11$67K1.0%