Filed: 5/14/2026ACC: 0001754960-26-000383
📋 What this filing means
VINVA INVESTMENT MANAGEMENT LTD filed this quarterly 13F‑HR report disclosing 435 equity positions with a total reported market value of $8.07B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
435
Positions
$8.07B
Total AUM (reported)
61.33M
Total Shares
Allocation by class
COM$6.24B77.3%
CL A$572.07M7.1%
COM NEW$309.55M3.8%
CAP STK CL A$224.35M2.8%
CAP STK CL C$185.03M2.3%
COM CL A$149.75M1.9%
SHS$121.85M1.5%
Portfolio Concentration
Top 3$1.44B17.8%
4–10$1.25B15.5%
11–25$1.05B13.0%
Rest$4.33B53.7%
Top 3 weight
17.8%
Top 10 weight
33.3%
Voting Authority Distribution
Total shares with voting rights: 61.33M
Sole
Full voting authority
61.33M
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)
Sole435
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings435
Rows:
NVIDIA CORPORATION
SOLEShares3.45M
TypeSH
Market value$569.81M
7.06%
Sole
3.45M
Shared
0.00
None
0.00
APPLE INC
SOLEShares2.08M
TypeSH
Market value$512.92M
6.36%
Sole
2.08M
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares989.87K
TypeSH
Market value$355.32M
4.40%
Sole
989.87K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares1.35M
TypeSH
Market value$271.04M
3.36%
Sole
1.35M
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares820.30K
TypeSH
Market value$224.35M
2.78%
Sole
820.30K
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares640.03K
TypeSH
Market value$187.79M
2.33%
Sole
640.03K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares677.43K
TypeSH
Market value$185.03M
2.29%
Sole
677.43K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares311.14K
TypeSH
Market value$166.89M
2.07%
Sole
311.14K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO
SOLEShares385.94K
TypeSH
Market value$109.52M
1.36%
Sole
385.94K
Shared
0.00
None
0.00
TESLA INC
SOLEShares292.74K
TypeSH
Market value$103.94M
1.29%
Sole
292.74K
Shared
0.00
None
0.00
COLGATE PALMOLIVE CO
SOLEShares1.18M
TypeSH
Market value$101.70M
1.26%
Sole
1.18M
Shared
0.00
None
0.00
ELI LILLY & CO
SOLEShares108.89K
TypeSH
Market value$96.55M
1.20%
Sole
108.89K
Shared
0.00
None
0.00
MSCI INC
SOLEShares152.26K
TypeSH
Market value$81.42M
1.01%
Sole
152.26K
Shared
0.00
None
0.00
TAPESTRY INC
SOLEShares544.60K
TypeSH
Market value$75.45M
0.94%
Sole
544.60K
Shared
0.00
None
0.00
VISA INC
SOLEShares249.32K
TypeSH
Market value$74.68M
0.93%
Sole
249.32K
Shared
0.00
None
0.00
MASTERCARD INCORPORATED
SOLEShares147.97K
TypeSH
Market value$73.10M
0.91%
Sole
147.97K
Shared
0.00
None
0.00
WALMART INC
SOLEShares557.89K
TypeSH
Market value$68.90M
0.85%
Sole
557.89K
Shared
0.00
None
0.00
DEVON ENERGY CORP NEW
SOLEShares1.33M
TypeSH
Market value$68.47M
0.85%
Sole
1.33M
Shared
0.00
None
0.00
JABIL INC
SOLEShares257.13K
TypeSH
Market value$64.25M
0.80%
Sole
257.13K
Shared
0.00
None
0.00
EXPEDIA GROUP INC
SOLEShares262.46K
TypeSH
Market value$60.30M
0.75%
Sole
262.46K
Shared
0.00
None
0.00
CBOE GLOBAL MKTS INC
SOLEShares206.72K
TypeSH
Market value$58.54M
0.73%
Sole
206.72K
Shared
0.00
None
0.00
ABBVIE INC
SOLEShares272.57K
TypeSH
Market value$58.09M
0.72%
Sole
272.57K
Shared
0.00
None
0.00
BRISTOL-MYERS SQUIBB CO
SOLEShares965.24K
TypeSH
Market value$57.65M
0.71%
Sole
965.24K
Shared
0.00
None
0.00
NETFLIX INC.
SOLEShares612.77K
TypeSH
Market value$56.97M
0.71%
Sole
612.77K
Shared
0.00
None
0.00
AUTODESK INC
SOLEShares239.66K
TypeSH
Market value$56.56M
0.70%
Sole
239.66K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 3.45M | SH | $569.81M 7.06% | 3.45M | 0.00 | 0.00 |
APPLE INCSOLE | COM | 2.08M | SH | $512.92M 6.36% | 2.08M | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 989.87K | SH | $355.32M 4.40% | 989.87K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 1.35M | SH | $271.04M 3.36% | 1.35M | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 820.30K | SH | $224.35M 2.78% | 820.30K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 640.03K | SH | $187.79M 2.33% | 640.03K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 677.43K | SH | $185.03M 2.29% | 677.43K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 311.14K | SH | $166.89M 2.07% | 311.14K | 0.00 | 0.00 |
JPMORGAN CHASE & COSOLE | COM | 385.94K | SH | $109.52M 1.36% | 385.94K | 0.00 | 0.00 |
TESLA INCSOLE | COM | 292.74K | SH | $103.94M 1.29% | 292.74K | 0.00 | 0.00 |
COLGATE PALMOLIVE COSOLE | COM | 1.18M | SH | $101.70M 1.26% | 1.18M | 0.00 | 0.00 |
ELI LILLY & COSOLE | COM | 108.89K | SH | $96.55M 1.20% | 108.89K | 0.00 | 0.00 |
MSCI INCSOLE | COM | 152.26K | SH | $81.42M 1.01% | 152.26K | 0.00 | 0.00 |
TAPESTRY INCSOLE | COM | 544.60K | SH | $75.45M 0.94% | 544.60K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 249.32K | SH | $74.68M 0.93% | 249.32K | 0.00 | 0.00 |
MASTERCARD INCORPORATEDSOLE | CL A | 147.97K | SH | $73.10M 0.91% | 147.97K | 0.00 | 0.00 |
WALMART INCSOLE | COM | 557.89K | SH | $68.90M 0.85% | 557.89K | 0.00 | 0.00 |
DEVON ENERGY CORP NEWSOLE | COM | 1.33M | SH | $68.47M 0.85% | 1.33M | 0.00 | 0.00 |
JABIL INCSOLE | COM | 257.13K | SH | $64.25M 0.80% | 257.13K | 0.00 | 0.00 |
EXPEDIA GROUP INCSOLE | COM NEW | 262.46K | SH | $60.30M 0.75% | 262.46K | 0.00 | 0.00 |
CBOE GLOBAL MKTS INCSOLE | COM | 206.72K | SH | $58.54M 0.73% | 206.72K | 0.00 | 0.00 |
ABBVIE INCSOLE | COM | 272.57K | SH | $58.09M 0.72% | 272.57K | 0.00 | 0.00 |
BRISTOL-MYERS SQUIBB COSOLE | COM | 965.24K | SH | $57.65M 0.71% | 965.24K | 0.00 | 0.00 |
NETFLIX INC.SOLE | COM | 612.77K | SH | $56.97M 0.71% | 612.77K | 0.00 | 0.00 |
AUTODESK INCSOLE | COM | 239.66K | SH | $56.56M 0.70% | 239.66K | 0.00 | 0.00 |
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