Vinva Investment Management Ltd
Net buyer this quarter
$15.1B
464
+$5.59B
34.5%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 NVDA | $1.02B | 6.78% | 0.02% | +51.8% | Q1 2023 |
 AAPL | $903M | 6.00% | 0.02% | +54.1% | Q1 2023 |
 GOOG | $792M | 5.26% | Not reported | +231.7% | Q1 2023 |
 MSFT | $584M | 3.88% | 0.02% | +60.2% | Q1 2023 |
 AMZN | $514M | 3.41% | 0.02% | +58.7% | Q1 2023 |
 AVGO | $379M | 2.52% | 0.02% | +58.9% | Q1 2023 |
 MU | $291M | 1.93% | 0.02% | +60.2% | Q3 2023 |
 META | $271M | 1.80% | Not reported | +54.8% | Q4 2025 |
 LLY | $223M | 1.48% | 0.02% | +66.2% | Q1 2023 |
 JPM | $209M | 1.39% | 0.02% | +64.1% | Q1 2023 |
 CL | $194M | 1.29% | 0.26% | +77.6% | Q1 2023 |
 V | $169M | 1.12% | 0.03% | +98.1% | Q1 2023 |
 AMD | $168M | 1.12% | 0.02% | +60.4% | Q1 2023 |
 TSLA | $160M | 1.06% | 0.01% | +32.6% | Q1 2023 |
 JBL | $155M | 1.03% | 0.39% | +60.8% | Q3 2023 |
 TPR | $149M | 0.99% | 0.50% | +85.4% | Q3 2025 |
 MA | $146M | 0.97% | 0.02% | +93.2% | Q1 2023 |
 MSCI | $139M | 0.92% | 0.34% | +62.5% | Q1 2023 |
 ROST | $133M | 0.88% | 0.20% | +487.4% | Q1 2023 |
 TER | $131M | 0.87% | 0.18% | +158.4% | Q2 2024 |
 ABBV | $130M | 0.86% | 0.03% | +87.7% | Q1 2023 |
 FTNT | $128M | 0.85% | 0.11% | +37.8% | Q1 2023 |
 JBHT | $120M | 0.79% | 0.44% | +5121.4% | Q1 2023 |
 JNJ | $116M | 0.77% | 0.02% | +95.1% | Q1 2023 |
 BAC | $112M | 0.75% | 0.03% | +93.4% | Q1 2023 |
 LRCX | $112M | 0.74% | 0.02% | +49.5% | Q1 2023 |
 BMY | $110M | 0.73% | 0.09% | +93.8% | Q1 2023 |
 ADSK | $105M | 0.70% | 0.25% | +123.7% | Q1 2023 |
 NTAP | $99.9M | 0.66% | 0.33% | +18.7% | Q2 2023 |
 FTV | $99.2M | 0.66% | 0.54% | +163.8% | Q1 2023 |
 EXPE | $99.2M | 0.66% | 0.33% | +41.8% | Q1 2023 |
 VICI | $96M | 0.64% | 0.32% | +433.3% | Q2 2023 |
 AMAT | $93.8M | 0.62% | 0.02% | +27.4% | Q1 2023 |
 ADBE | $93M | 0.62% | 0.11% | +137.5% | Q1 2023 |
 BR | $93M | 0.62% | 0.60% | +182.6% | Q4 2023 |
 EOG | $92.4M | 0.61% | 0.13% | +178.5% | Q2 2023 |
 BRK.A | $91.7M | 0.61% | Not reported | +136.0% | Q1 2026 |
 WMT | $89M | 0.59% | 0.01% | +39.1% | Q1 2023 |
 COST | $87.1M | 0.58% | 0.02% | +75.6% | Q1 2023 |
 CBOE | $85.4M | 0.57% | 0.35% | +77.9% | Q1 2023 |
 COKE | $80.9M | 0.54% | 1.37% | New | Q2 2026 |
 AER | $79.4M | 0.53% | 0.32% | +163.9% | Q4 2024 |
 GEN | $79.1M | 0.53% | 0.52% | +228.9% | Q2 2024 |
 TJX | $79M | 0.52% | 0.05% | +204.1% | Q1 2023 |
 C | $77M | 0.51% | 0.03% | +76.1% | Q1 2023 |
 EXE | $76.4M | 0.51% | 0.36% | +2263.8% | Q1 2026 |
 UNH | $74.5M | 0.50% | 0.02% | +160.7% | Q1 2023 |
 WDC | $74.2M | 0.49% | 0.03% | +102.5% | Q3 2024 |
 EME | $74M | 0.49% | 0.21% | +54.9% | Q2 2024 |
 NFLX | $73.6M | 0.49% | 0.02% | +62.9% | Q1 2023 |
| Q1 2026 | |||||
| NVDA | $570M | 7.06% | 0.01% | +7.3% | Q1 2023 |
| AAPL | $513M | 6.36% | 0.01% | +6.0% | Q1 2023 |
| MSFT | $355M | 4.40% | 0.01% | +8.9% | Q1 2023 |
| AMZN | $271M | 3.36% | 0.01% | +5.5% | Q1 2023 |
| GOOGL | $224M | 2.78% | 0.01% | -41.5% | Q1 2023 |
| AVGO | $188M | 2.33% | 0.01% | +5.3% | Q1 2023 |
| GOOG | $185M | 2.29% | Not reported | Not reported | Q1 2023 |
| META | $167M | 2.07% | Not reported | +3.4% | Q4 2025 |
| JPM | $110M | 1.36% | 0.01% | +20.2% | Q1 2023 |
| TSLA | $104M | 1.29% | 0.01% | -1.7% | Q1 2023 |
| CL | $102M | 1.26% | 0.15% | +750.9% | Q1 2023 |
| LLY | $96.5M | 1.20% | 0.01% | +11.6% | Q1 2023 |
| MSCI | $81.4M | 1.01% | 0.21% | +21.5% | Q1 2023 |
| TPR | $75.5M | 0.94% | 0.27% | +7.5% | Q3 2025 |
| V | $74.7M | 0.93% | 0.01% | +1.4% | Q1 2023 |
| MA | $73.1M | 0.91% | 0.01% | -6.1% | Q1 2023 |
| WMT | $68.9M | 0.85% | 0.01% | +5.6% | Q1 2023 |
 DVN | $68.5M | 0.85% | 0.21% | +5.6% | Q4 2023 |
| JBL | $64.2M | 0.80% | 0.24% | +1.7% | Q3 2023 |
| EXPE | $60.3M | 0.75% | 0.23% | +34.9% | Q1 2023 |
| CBOE | $58.5M | 0.73% | 0.20% | +72.4% | Q1 2023 |
| ABBV | $58.1M | 0.72% | 0.02% | +13.6% | Q1 2023 |
| BMY | $57.7M | 0.71% | 0.05% | +2.9% | Q1 2023 |
| NFLX | $57M | 0.71% | 0.01% | +10.2% | Q1 2023 |
| ADSK | $56.6M | 0.70% | 0.11% | +36.2% | Q1 2023 |
| JNJ | $56M | 0.69% | 0.01% | +6.9% | Q1 2023 |
| NTAP | $54.9M | 0.68% | 0.27% | +4.6% | Q2 2023 |
| COST | $52.2M | 0.65% | 0.01% | +12.8% | Q1 2023 |
| MU | $51.1M | 0.63% | 0.01% | +2.5% | Q3 2023 |
 NTRS | $50.9M | 0.63% | 0.20% | +155.9% | Q1 2024 |
 BKNG | $49.5M | 0.61% | 0.04% | +13.1% | Q1 2023 |
 PODD | $48.5M | 0.60% | 0.33% | +84.6% | Q1 2023 |
 XOM | $47.8M | 0.59% | 0.01% | +35.4% | Q1 2023 |
| BAC | $47.4M | 0.59% | 0.01% | +14.6% | Q1 2023 |
| FTNT | $47.4M | 0.59% | 0.08% | +25.6% | Q1 2023 |
 CCL | $46.1M | 0.57% | 0.15% | +23.0% | Q3 2023 |
| ADBE | $45.8M | 0.57% | 0.05% | +28.3% | Q1 2023 |
 HWM | $45.7M | 0.57% | 0.05% | +36.3% | Q1 2023 |
 GM | $44.6M | 0.55% | 0.07% | -3.2% | Q1 2023 |
 GDDY | $42.5M | 0.53% | 0.38% | +32.0% | Q1 2023 |
 ITW | $41.9M | 0.52% | 0.06% | +46.4% | Q1 2023 |
| EME | $41.2M | 0.51% | 0.13% | -8.6% | Q2 2024 |
 UTHR | $40.4M | 0.50% | 0.16% | +40.1% | Q1 2023 |
 CFG | $40.2M | 0.50% | 0.16% | -4.4% | Q1 2023 |
 GE | $39.7M | 0.49% | 0.01% | +59.3% | Q4 2023 |
| BR | $39.5M | 0.49% | 0.21% | +1771.7% | Q4 2023 |
 PEP | $39.4M | 0.49% | 0.02% | +22.8% | Q1 2023 |
| AMD | $38M | 0.47% | 0.01% | +7.7% | Q1 2023 |
 GPN | $37.8M | 0.47% | 0.21% | -10.8% | Q1 2023 |
| EOG | $37.7M | 0.47% | 0.05% | +65.4% | Q2 2023 |
| Q4 2025 | |||||
| NVDA | $603M | 7.51% | 0.01% | +48.2% | Q1 2023 |
| AAPL | $536M | 6.68% | 0.01% | +55.0% | Q1 2023 |
| MSFT | $443M | 5.52% | 0.01% | +54.6% | Q1 2023 |
| GOOGL | $440M | 5.49% | 0.01% | +181.8% | Q1 2023 |
| AMZN | $297M | 3.71% | 0.01% | +62.1% | Q1 2023 |
| AVGO | $213M | 2.65% | 0.01% | +58.0% | Q1 2023 |
| META | $200M | 2.50% | Not reported | New | Q4 2025 |
| TSLA | $135M | 1.69% | 0.01% | +44.9% | Q1 2023 |
| LLY | $105M | 1.31% | 0.01% | +55.8% | Q1 2023 |
| JPM | $104M | 1.29% | 0.01% | +53.5% | Q1 2023 |
| MA | $91M | 1.13% | 0.01% | +74.7% | Q1 2023 |
| V | $87M | 1.08% | 0.01% | +64.6% | Q1 2023 |
| MSCI | $73.1M | 0.91% | 0.17% | +55.4% | Q1 2023 |
| TPR | $66.2M | 0.83% | 0.25% | +152.2% | Q3 2025 |
 CBRE | $64.5M | 0.80% | 0.13% | +75.2% | Q1 2023 |
 TFC | $62M | 0.77% | 0.10% | +120.2% | Q1 2023 |
 QCOM | $61.8M | 0.77% | 0.03% | +72.3% | Q1 2023 |
| WMT | $59.2M | 0.74% | 0.01% | +57.8% | Q1 2023 |
| JBL | $58.9M | 0.73% | 0.24% | +73.8% | Q3 2023 |
| BKNG | $57.7M | 0.72% | 0.03% | +224.6% | Q1 2023 |
| NTAP | $56.6M | 0.71% | 0.26% | +93.8% | Q2 2023 |
 SYF | $56.4M | 0.70% | 0.19% | +68.2% | Q1 2023 |
| EXPE | $56M | 0.70% | 0.17% | +66.8% | Q1 2023 |
| ABBV | $55.1M | 0.69% | 0.01% | +47.6% | Q1 2023 |
| ADSK | $52.7M | 0.66% | 0.08% | +164.7% | Q1 2023 |
 ZM | $52.4M | 0.65% | Not reported | +67.1% | Q1 2023 |
| GM | $52.2M | 0.65% | 0.07% | +49.5% | Q1 2023 |
| NFLX | $52.1M | 0.65% | 0.01% | +55.1% | Q1 2023 |
| ADBE | $52.1M | 0.65% | 0.04% | +146.2% | Q1 2023 |
| BMY | $50.9M | 0.63% | 0.05% | +60.5% | Q1 2023 |
| GPN | $50.8M | 0.63% | 0.27% | +72.2% | Q1 2023 |
| GDDY | $49.1M | 0.61% | 0.29% | +67.3% | Q1 2023 |
| BAC | $48.4M | 0.60% | 0.01% | +44.6% | Q1 2023 |
 IQV | $48.1M | 0.60% | 0.12% | +21.9% | Q1 2023 |
 SE | $47.7M | 0.59% | 0.21% | +81.6% | Q2 2023 |
| CCL | $47.6M | 0.59% | 0.13% | +27.7% | Q3 2023 |
| DVN | $46.6M | 0.58% | 0.20% | +2023.4% | Q4 2023 |
| MU | $45.3M | 0.56% | 0.01% | +46.4% | Q3 2023 |
| JNJ | $44.7M | 0.56% | 0.01% | +19.4% | Q1 2023 |
 INCY | $43.4M | 0.54% | 0.22% | +156.9% | Q1 2023 |
| CFG | $43.2M | 0.54% | 0.17% | +30.0% | Q1 2023 |
 VZ | $42.2M | 0.53% | 0.02% | +56.3% | Q1 2023 |
 VRSN | $41M | 0.51% | 0.18% | +103.6% | Q1 2023 |
| COST | $40.2M | 0.50% | 0.01% | +36.7% | Q1 2023 |
 DOCU | $39.9M | 0.50% | 0.28% | +287.6% | Q1 2023 |
| EME | $39.6M | 0.49% | 0.14% | +22.8% | Q2 2024 |
 WFC | $39.3M | 0.49% | 0.01% | +73.1% | Q1 2023 |
 NEM | $39.2M | 0.49% | 0.04% | -8.8% | Q2 2024 |
| AMD | $38.8M | 0.48% | 0.01% | +47.3% | Q1 2023 |
| FTNT | $38.4M | 0.48% | 0.06% | +2188.1% | Q1 2023 |
| Q3 2025 | |||||
| NVDA | $394M | 7.71% | 0.01% | +22.6% | Q1 2023 |
| AAPL | $322M | 6.30% | 0.01% | +17.7% | Q1 2023 |
| MSFT | $302M | 5.91% | 0.01% | +20.3% | Q1 2023 |
| AMZN | $175M | 3.43% | 0.01% | +19.2% | Q1 2023 |
 CASH | $140M | 2.74% | 0.83% | +24.2% | Q1 2023 |
| AVGO | $126M | 2.46% | 0.01% | +22.0% | Q1 2023 |
| GOOGL | $121M | 2.37% | 0.00% | +16.2% | Q1 2023 |
| GOOG | $104M | 2.03% | Not reported | +20.3% | Q1 2023 |
| TSLA | $91.1M | 1.78% | 0.01% | +26.0% | Q1 2023 |
| JPM | $66M | 1.29% | 0.01% | +24.7% | Q1 2023 |
| MA | $51.2M | 1.00% | 0.01% | +46.9% | Q1 2023 |
| V | $50.8M | 0.99% | 0.01% | +24.8% | Q1 2023 |
| MSCI | $46M | 0.90% | 0.11% | +34.3% | Q1 2023 |
| LLY | $45.5M | 0.89% | 0.01% | +25.7% | Q1 2023 |
| NFLX | $43.2M | 0.85% | 0.01% | +29.0% | Q1 2023 |
| SE | $37.3M | 0.73% | 0.12% | +7.7% | Q2 2023 |
| ABBV | $36.3M | 0.71% | 0.01% | +24.0% | Q1 2023 |
| CBRE | $35.9M | 0.70% | 0.08% | +22.8% | Q1 2023 |
| CCL | $35.7M | 0.70% | 0.10% | +32.7% | Q3 2023 |
| NEM | $35.6M | 0.70% | 0.04% | -1.8% | Q2 2024 |
| EA | $34.9M | 0.68% | Not reported | +89.8% | Q1 2023 |
| WMT | $34.5M | 0.67% | 0.00% | +17.7% | Q1 2023 |
| QCOM | $34.1M | 0.67% | 0.02% | +25.8% | Q1 2023 |
| EME | $33.5M | 0.65% | 0.12% | +1.9% | Q2 2024 |
| GDDY | $33M | 0.65% | 0.17% | +45.4% | Q1 2023 |
| JNJ | $32.9M | 0.64% | 0.01% | +33.4% | Q1 2023 |
| GPN | $32.2M | 0.63% | 0.16% | +39.0% | Q1 2023 |
| NTAP | $31.9M | 0.62% | 0.13% | +69.8% | Q2 2023 |
| BAC | $31.8M | 0.62% | 0.01% | +21.4% | Q1 2023 |
| IQV | $31.5M | 0.62% | 0.10% | +7.5% | Q1 2023 |
| JBL | $31.4M | 0.61% | 0.14% | +94.4% | Q3 2023 |
| COST | $31.2M | 0.61% | 0.01% | +18.5% | Q1 2023 |
| ZM | $30.7M | 0.60% | Not reported | +248.9% | Q1 2023 |
| CFG | $30.2M | 0.59% | 0.13% | +19.2% | Q1 2023 |
| SYF | $29.1M | 0.57% | 0.11% | +27.2% | Q1 2023 |
| VZ | $28.7M | 0.56% | 0.02% | +118.4% | Q1 2023 |
 MNST | $28.5M | 0.56% | 0.04% | -11.0% | Q1 2023 |
| BRK.B | $27.8M | 0.54% | Not reported | -1.9% | Q1 2023 |
 NTNX | $27.2M | 0.53% | 0.13% | +222.8% | Q3 2024 |
| XOM | $26.9M | 0.52% | 0.01% | +18.5% | Q1 2023 |
 HD | $26.6M | 0.52% | 0.01% | +19.0% | Q1 2023 |
| TFC | $26.1M | 0.51% | 0.04% | +159.1% | Q1 2023 |
| GM | $25.9M | 0.51% | 0.05% | +580.8% | Q1 2023 |
| BMY | $25.8M | 0.50% | 0.03% | +140.3% | Q1 2023 |
| EXPE | $25.7M | 0.50% | 0.10% | +82.5% | Q1 2023 |
 MAS | $24.9M | 0.49% | 0.17% | Not reported | Q3 2023 |
 AKAM | $24.1M | 0.47% | 0.22% | +664.1% | Q1 2023 |
 CCK | $23.8M | 0.47% | 0.21% | +26.1% | Q3 2024 |
| VRSN | $23.3M | 0.46% | 0.09% | +5.3% | Q1 2023 |
 MELI | $22.8M | 0.45% | 0.02% | -3.5% | Q1 2023 |