Filed: 2/17/2026ACC: 0001754960-26-000183
📋 What this filing means
VINVA INVESTMENT MANAGEMENT LTD filed this quarterly 13F‑HR report disclosing 396 equity positions with a total reported market value of $8.02B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
396
Positions
$8.02B
Total AUM (reported)
55.89M
Total Shares
Allocation by class
COM$6.12B76.3%
CL A$682.73M8.5%
CAP STK CL A$440.45M5.5%
COM NEW$229.05M2.9%
COM CL A$150.28M1.9%
SHS$91.20M1.1%
ORD$56.05M0.7%
Portfolio Concentration
Top 3$1.58B19.7%
4–10$1.50B18.6%
11–25$958.09M11.9%
Rest$3.99B49.7%
Top 3 weight
19.7%
Top 10 weight
38.4%
Voting Authority Distribution
Total shares with voting rights: 55.89M
Sole
Full voting authority
55.89M
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)
Sole396
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings396
Rows:
NVIDIA CORPORATION
SOLEShares3.22M
TypeSH
Market value$602.96M
7.51%
Sole
3.22M
Shared
0.00
None
0.00
APPLE INC
SOLEShares1.96M
TypeSH
Market value$535.95M
6.68%
Sole
1.96M
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares908.93K
TypeSH
Market value$443.09M
5.52%
Sole
908.93K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares1.40M
TypeSH
Market value$440.45M
5.49%
Sole
1.40M
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares1.28M
TypeSH
Market value$297.42M
3.71%
Sole
1.28M
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares607.84K
TypeSH
Market value$212.65M
2.65%
Sole
607.84K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares301.06K
TypeSH
Market value$200.49M
2.50%
Sole
301.06K
Shared
0.00
None
0.00
TESLA INC
SOLEShares297.70K
TypeSH
Market value$135.28M
1.69%
Sole
297.70K
Shared
0.00
None
0.00
ELI LILLY & CO
SOLEShares97.58K
TypeSH
Market value$105.37M
1.31%
Sole
97.58K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO.
SOLEShares321.22K
TypeSH
Market value$103.89M
1.29%
Sole
321.22K
Shared
0.00
None
0.00
MASTERCARD INCORPORATED
SOLEShares157.56K
TypeSH
Market value$90.98M
1.13%
Sole
157.56K
Shared
0.00
None
0.00
VISA INC
SOLEShares245.90K
TypeSH
Market value$86.96M
1.08%
Sole
245.90K
Shared
0.00
None
0.00
MSCI INC
SOLEShares125.36K
TypeSH
Market value$73.12M
0.91%
Sole
125.36K
Shared
0.00
None
0.00
TAPESTRY INC
SOLEShares506.74K
TypeSH
Market value$66.22M
0.83%
Sole
506.74K
Shared
0.00
None
0.00
CBRE GROUP INC
SOLEShares395.21K
TypeSH
Market value$64.54M
0.80%
Sole
395.21K
Shared
0.00
None
0.00
TRUIST FINL CORP
SOLEShares1.25M
TypeSH
Market value$62.01M
0.77%
Sole
1.25M
Shared
0.00
None
0.00
QUALCOMM INC
SOLEShares355.96K
TypeSH
Market value$61.81M
0.77%
Sole
355.96K
Shared
0.00
None
0.00
WALMART INC
SOLEShares528.52K
TypeSH
Market value$59.15M
0.74%
Sole
528.52K
Shared
0.00
None
0.00
JABIL INC
SOLEShares252.77K
TypeSH
Market value$58.89M
0.73%
Sole
252.77K
Shared
0.00
None
0.00
BOOKING HOLDINGS INC
SOLEShares10.63K
TypeSH
Market value$57.66M
0.72%
Sole
10.63K
Shared
0.00
None
0.00
NETAPP INC
SOLEShares516.62K
TypeSH
Market value$56.58M
0.71%
Sole
516.62K
Shared
0.00
None
0.00
SYNCHRONY FINANCIAL
SOLEShares668.54K
TypeSH
Market value$56.36M
0.70%
Sole
668.54K
Shared
0.00
None
0.00
EXPEDIA GROUP INC
SOLEShares194.59K
TypeSH
Market value$55.95M
0.70%
Sole
194.59K
Shared
0.00
None
0.00
ABBVIE INC
SOLEShares240.03K
TypeSH
Market value$55.14M
0.69%
Sole
240.03K
Shared
0.00
None
0.00
AUTODESK INC
SOLEShares175.96K
TypeSH
Market value$52.71M
0.66%
Sole
175.96K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 3.22M | SH | $602.96M 7.51% | 3.22M | 0.00 | 0.00 |
APPLE INCSOLE | COM | 1.96M | SH | $535.95M 6.68% | 1.96M | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 908.93K | SH | $443.09M 5.52% | 908.93K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 1.40M | SH | $440.45M 5.49% | 1.40M | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 1.28M | SH | $297.42M 3.71% | 1.28M | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 607.84K | SH | $212.65M 2.65% | 607.84K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 301.06K | SH | $200.49M 2.50% | 301.06K | 0.00 | 0.00 |
TESLA INCSOLE | COM | 297.70K | SH | $135.28M 1.69% | 297.70K | 0.00 | 0.00 |
ELI LILLY & COSOLE | COM | 97.58K | SH | $105.37M 1.31% | 97.58K | 0.00 | 0.00 |
JPMORGAN CHASE & CO.SOLE | COM | 321.22K | SH | $103.89M 1.29% | 321.22K | 0.00 | 0.00 |
MASTERCARD INCORPORATEDSOLE | CL A | 157.56K | SH | $90.98M 1.13% | 157.56K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 245.90K | SH | $86.96M 1.08% | 245.90K | 0.00 | 0.00 |
MSCI INCSOLE | COM | 125.36K | SH | $73.12M 0.91% | 125.36K | 0.00 | 0.00 |
TAPESTRY INCSOLE | COM | 506.74K | SH | $66.22M 0.83% | 506.74K | 0.00 | 0.00 |
CBRE GROUP INCSOLE | CL A | 395.21K | SH | $64.54M 0.80% | 395.21K | 0.00 | 0.00 |
TRUIST FINL CORPSOLE | COM | 1.25M | SH | $62.01M 0.77% | 1.25M | 0.00 | 0.00 |
QUALCOMM INCSOLE | COM | 355.96K | SH | $61.81M 0.77% | 355.96K | 0.00 | 0.00 |
WALMART INCSOLE | COM | 528.52K | SH | $59.15M 0.74% | 528.52K | 0.00 | 0.00 |
JABIL INCSOLE | COM | 252.77K | SH | $58.89M 0.73% | 252.77K | 0.00 | 0.00 |
BOOKING HOLDINGS INCSOLE | COM | 10.63K | SH | $57.66M 0.72% | 10.63K | 0.00 | 0.00 |
NETAPP INCSOLE | COM | 516.62K | SH | $56.58M 0.71% | 516.62K | 0.00 | 0.00 |
SYNCHRONY FINANCIALSOLE | COM | 668.54K | SH | $56.36M 0.70% | 668.54K | 0.00 | 0.00 |
EXPEDIA GROUP INCSOLE | COM NEW | 194.59K | SH | $55.95M 0.70% | 194.59K | 0.00 | 0.00 |
ABBVIE INCSOLE | COM | 240.03K | SH | $55.14M 0.69% | 240.03K | 0.00 | 0.00 |
AUTODESK INCSOLE | COM | 175.96K | SH | $52.71M 0.66% | 175.96K | 0.00 | 0.00 |
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