1y return+10.2%S&P 500 +20.9%
3y return+55.9%S&P 500 +68.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since March 31, 2023: $168 against $182 in the S&P 500.2
Vinva Investment Management LtdS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| NVDANvidia Corporation | $1.0B | 6.8% | +51.8% |
| AAPLApple Inc | $903.2M | 6.0% | +54.1% |
| GOOGAlphabet Inc | $792.4M | 5.3% | +231.7% |
| MSFTMicrosoft Corp | $584.5M | 3.9% | +60.2% |
| AMZNAmazon Com Inc | $514.0M | 3.4% | +58.7% |
| AVGOBroadcom Inc | $378.8M | 2.5% | +58.9% |
| MUMicron Technology Inc | $291.2M | 1.9% | +60.2% |
| METAMeta Platforms Inc | $271.0M | 1.8% | +54.8% |
| LLYEli Lilly & Co | $222.5M | 1.5% | +66.1% |
| JPMJpmorgan Chase & Co | $208.6M | 1.4% | +64.1% |
| CLColgate Palmolive Co | $193.8M | 1.3% | +77.6% |
| VVisa Inc | $168.8M | 1.1% | +98.1% |
| AMDAdvanced Micro Devices Inc | $167.9M | 1.1% | +60.4% |
| TSLATesla Inc | $159.9M | 1.1% | +32.6% |
| JBLJabil Inc | $155.3M | 1.0% | +60.8% |
| TPRTapestry Inc | $148.8M | 1.0% | +85.4% |
| MAMastercard Incorporated | $145.7M | 1.0% | +93.2% |
| MSCIMsci Inc | $138.5M | 0.9% | +62.5% |
| ROSTRoss Stores Inc | $133.2M | 0.9% | +487.4% |
| TERTeradyne Inc | $130.6M | 0.9% | +158.4% |
| ABBVAbbvie Inc | $130.1M | 0.9% | +87.7% |
| FTNTFortinet Inc | $128.4M | 0.9% | +37.8% |
| JBHTHunt J B Trans Svcs Inc | $119.6M | 0.8% | +5121.4% |
| JNJJohnson & Johnson | $116.5M | 0.8% | +95.1% |
| BACBank Of Amer Corp | $112.4M | 0.7% | +93.4% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | March 31, 2023 | +620.3% | $1.0B |
| AMDAdvanced Micro Devices Inc | March 31, 2023 | +492.7% | $167.9M |
| AVGOBroadcom Inc | March 31, 2023 | +488.8% | $378.8M |
| AMATApplied Matls Inc | March 31, 2023 | +488.6% | $93.8M |
| LLYEli Lilly & Co | March 31, 2023 | +249.3% | $222.5M |
| JBLJabil Inc | September 30, 2023 | +203.8% | $155.3M |
| EXPEExpedia Group Inc | March 31, 2023 | +163.7% | $99.2M |
| JPMJpmorgan Chase & Co | March 31, 2023 | +151.2% | $208.6M |
| TERTeradyne Inc | December 31, 2025 | +150.0% | $130.6M |
| FTNTFortinet Inc | March 31, 2023 | +131.1% | $128.4M |
Sold off last quarter
- GOOGLAlphabet Inc was $224.4M
- NTRSNorthern Tr Corp was $50.9M
- Carnival CorpCUSIP 143658300 was $46.1M
- GPNGlobal Pmts Inc was $37.8M
- ATSAts Corporation was $36.5M
- Pinnacle Finl Partners IncCUSIP 72346Q104 was $35.7M
- KOCoca Cola Co was $35.6M
- NIUNiu Technologies was $35.4M
- AIGAmerican Intl Group Inc was $31.6M
- CBRECbre Group Inc was $28.2M
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +5.2% | +14.8% |
| March 31, 2026 | −6.3% | −4.6% |
| December 31, 2025 | +2.9% | +2.4% |
| September 30, 2025 | +8.7% | +7.8% |
| June 30, 2025 | +11.5% | +10.5% |
| March 31, 2025 | −6.5% | −4.6% |
| December 31, 2024 | +3.8% | +2.1% |
| September 30, 2024 | +5.7% | +5.4% |
| June 30, 2024 | +3.6% | +4.0% |
| March 31, 2024 | +10.6% | +10.0% |
| December 31, 2023 | +11.9% | +11.2% |
| September 30, 2023 | −3.5% | −3.6% |
| June 30, 2023 | +7.8% | +8.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Vinva Investment Management Ltd Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1968109&type=13F-HR&dateb=&owner=include&count=40CIK 1968109
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1968109/000175496026000770/Filed August 14, 2026 · accession 0001754960-26-000770