AiSiWhale

AI & tech investing

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.

StockThis quarterValueWeight
NVDANvidiaCOMAddedUS$1.02B6.78%
AAPLAppleCOMAddedUS$903.24M6.00%
GOOGALPHABET INCCAP STK CL CAddedUS$792.43M5.26%
MSFTMicrosoftCOMAddedUS$584.46M3.88%
AMZNAmazonCOMAddedUS$513.98M3.41%
AVGOBroadcomCOMAddedUS$378.77M2.52%
MUMicronCOMAddedUS$291.18M1.93%
METAMetaCL AAddedUS$270.98M1.80%
LLYELI LILLY & COCOMAddedUS$222.52M1.48%
JPMJPMORGAN CHASE & COCOMAddedUS$208.61M1.39%

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Filings

The quarter's original 13F filings (SEC).

13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.

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Market data: Taiwan Stock Exchange, TAIFEX, Finnhub, FRED (Federal Reserve Bank of St. Louis), Tiingo, CoinGecko.

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Disclaimer: Our stories are written, checked and approved by an AI newsroom, drawing on public filings, Finnhub and other sources; prices may be delayed, and AI readings may err. For reference only, not investment advice — invest with care.