Filed: 8/13/2025ACC: 0001754960-25-000593
📋 What this filing means
VINVA INVESTMENT MANAGEMENT LTD filed this quarterly 13F‑HR report disclosing 400 equity positions with a total reported market value of $3.85B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
400
Positions
$3.85B
Total AUM (reported)
29.58M
Total Shares
Allocation by class
COM$3.00B77.9%
CL A$250.98M6.5%
COM NEW$132.49M3.4%
SHS$76.50M2.0%
CAP STK CL A$76.42M2.0%
COM CL A$72.90M1.9%
CAP STK CL C$62.92M1.6%
Portfolio Concentration
Top 3$737.77M19.2%
4–10$584.51M15.2%
11–25$463.54M12.1%
Rest$2.06B53.6%
Top 3 weight
19.2%
Top 10 weight
34.4%
Voting Authority Distribution
Total shares with voting rights: 29.58M
Sole
Full voting authority
29.58M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole400
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings400
Rows:
NVIDIA CORPORATION
SOLEShares1.77M
TypeSH
Market value$279.05M
7.26%
Sole
1.77M
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares488.70K
TypeSH
Market value$242.37M
6.30%
Sole
488.70K
Shared
0.00
None
0.00
APPLE INC
SOLEShares1.08M
TypeSH
Market value$216.35M
5.62%
Sole
1.08M
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares661.79K
TypeSH
Market value$147.78M
3.84%
Sole
661.79K
Shared
0.00
None
0.00
PATHWARD FINANCIAL INC
SOLEShares152.02K
TypeSH
Market value$111.53M
2.90%
Sole
152.02K
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares315.39K
TypeSH
Market value$84.95M
2.21%
Sole
315.39K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares428.04K
TypeSH
Market value$76.42M
1.99%
Sole
428.04K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares352.96K
TypeSH
Market value$62.92M
1.64%
Sole
352.96K
Shared
0.00
None
0.00
TESLA INC
SOLEShares163.12K
TypeSH
Market value$52.73M
1.37%
Sole
163.12K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO.
SOLEShares167.82K
TypeSH
Market value$48.18M
1.25%
Sole
167.82K
Shared
0.00
None
0.00
VISA INC
SOLEShares119.73K
TypeSH
Market value$41.74M
1.09%
Sole
119.73K
Shared
0.00
None
0.00
ELI LILLY & CO
SOLEShares49.83K
TypeSH
Market value$38.64M
1.00%
Sole
49.83K
Shared
0.00
None
0.00
NETFLIX INC
SOLEShares27.78K
TypeSH
Market value$36.76M
0.96%
Sole
27.78K
Shared
0.00
None
0.00
MSCI INC
SOLEShares60.08K
TypeSH
Market value$34.75M
0.90%
Sole
60.08K
Shared
0.00
None
0.00
MASTERCARD INCORPORATED
SOLEShares61.38K
TypeSH
Market value$33.78M
0.88%
Sole
61.38K
Shared
0.00
None
0.00
SEA LTD
SOLEShares189.33K
TypeSH
Market value$30.43M
0.79%
Sole
189.33K
Shared
0.00
None
0.00
MONSTER BEVERAGE CORP NEW
SOLEShares470.23K
TypeSH
Market value$29.26M
0.76%
Sole
470.23K
Shared
0.00
None
0.00
GODADDY INC
SOLEShares158.24K
TypeSH
Market value$28.83M
0.75%
Sole
158.24K
Shared
0.00
None
0.00
COSTCO WHSL CORP NEW
SOLEShares28.67K
TypeSH
Market value$28.25M
0.73%
Sole
28.67K
Shared
0.00
None
0.00
WALMART INC
SOLEShares284.54K
TypeSH
Market value$27.68M
0.72%
Sole
284.54K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares56.79K
TypeSH
Market value$27.58M
0.72%
Sole
56.79K
Shared
0.00
None
0.00
EMCOR GROUP INC
SOLEShares51.32K
TypeSH
Market value$27.25M
0.71%
Sole
51.32K
Shared
0.00
None
0.00
AUTODESK INC
SOLEShares88.08K
TypeSH
Market value$26.88M
0.70%
Sole
88.08K
Shared
0.00
None
0.00
QUALCOMM INC
SOLEShares164.25K
TypeSH
Market value$26.04M
0.68%
Sole
164.25K
Shared
0.00
None
0.00
IQVIA HLDGS INC
SOLEShares161.38K
TypeSH
Market value$25.67M
0.67%
Sole
161.38K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 1.77M | SH | $279.05M 7.26% | 1.77M | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 488.70K | SH | $242.37M 6.30% | 488.70K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 1.08M | SH | $216.35M 5.62% | 1.08M | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 661.79K | SH | $147.78M 3.84% | 661.79K | 0.00 | 0.00 |
PATHWARD FINANCIAL INCSOLE | COM | 152.02K | SH | $111.53M 2.90% | 152.02K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 315.39K | SH | $84.95M 2.21% | 315.39K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 428.04K | SH | $76.42M 1.99% | 428.04K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 352.96K | SH | $62.92M 1.64% | 352.96K | 0.00 | 0.00 |
TESLA INCSOLE | COM | 163.12K | SH | $52.73M 1.37% | 163.12K | 0.00 | 0.00 |
JPMORGAN CHASE & CO.SOLE | COM | 167.82K | SH | $48.18M 1.25% | 167.82K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 119.73K | SH | $41.74M 1.09% | 119.73K | 0.00 | 0.00 |
ELI LILLY & COSOLE | COM | 49.83K | SH | $38.64M 1.00% | 49.83K | 0.00 | 0.00 |
NETFLIX INCSOLE | COM | 27.78K | SH | $36.76M 0.96% | 27.78K | 0.00 | 0.00 |
MSCI INCSOLE | COM | 60.08K | SH | $34.75M 0.90% | 60.08K | 0.00 | 0.00 |
MASTERCARD INCORPORATEDSOLE | CL A | 61.38K | SH | $33.78M 0.88% | 61.38K | 0.00 | 0.00 |
SEA LTDSOLE | SPONSORD ADS | 189.33K | SH | $30.43M 0.79% | 189.33K | 0.00 | 0.00 |
MONSTER BEVERAGE CORP NEWSOLE | COM | 470.23K | SH | $29.26M 0.76% | 470.23K | 0.00 | 0.00 |
GODADDY INCSOLE | CL A | 158.24K | SH | $28.83M 0.75% | 158.24K | 0.00 | 0.00 |
COSTCO WHSL CORP NEWSOLE | COM | 28.67K | SH | $28.25M 0.73% | 28.67K | 0.00 | 0.00 |
WALMART INCSOLE | COM | 284.54K | SH | $27.68M 0.72% | 284.54K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 56.79K | SH | $27.58M 0.72% | 56.79K | 0.00 | 0.00 |
EMCOR GROUP INCSOLE | COM | 51.32K | SH | $27.25M 0.71% | 51.32K | 0.00 | 0.00 |
AUTODESK INCSOLE | COM | 88.08K | SH | $26.88M 0.70% | 88.08K | 0.00 | 0.00 |
QUALCOMM INCSOLE | COM | 164.25K | SH | $26.04M 0.68% | 164.25K | 0.00 | 0.00 |
IQVIA HLDGS INCSOLE | COM | 161.38K | SH | $25.67M 0.67% | 161.38K | 0.00 | 0.00 |
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