Vinva Investment Management Ltd
CIK 1968109
13F filing for Q2 2026・No. 442
- Holdings
- US$15.06B
- Quarter change
- +US$6.99B
- Entries
- 468
- Net bought (estimate)
- +US$5.78B
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 116
- Sold out 83
- Cut 110
- Added 233
- Corporate actions 0
- Unchanged 9
Largest holdings
468 stocks worth US$15.06B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| NVDANvidiaCOM | Added | 5,236,319 | US$1.02B | 6.78% |
| AAPLAppleCOM | Added | 3,206,554 | US$903.24M | 6.00% |
| GOOGALPHABET INCCAP STK CL C | Added | 2,247,137 | US$792.43M | 5.26% |
| MSFTMicrosoftCOM | Added | 1,585,751 | US$584.46M | 3.88% |
| AMZNAmazonCOM | Added | 2,140,317 | US$513.98M | 3.41% |
| AVGOBroadcomCOM | Added | 1,016,966 | US$378.77M | 2.52% |
| MUMicronCOM | Added | 254,244 | US$291.18M | 1.93% |
| METAMetaCL A | Added | 481,658 | US$270.98M | 1.80% |
| LLYELI LILLY & COCOM | Added | 180,920 | US$222.52M | 1.48% |
| JPMJPMORGAN CHASE & COCOM | Added | 633,327 | US$208.61M | 1.39% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 14, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.