Filed: 8/14/2026ACC: 0001754960-26-000770
📋 What this filing means
VINVA INVESTMENT MANAGEMENT LTD filed this quarterly 13F‑HR report disclosing 468 equity positions with a total reported market value of $15.06B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
468
Positions
$15.06B
Total AUM (reported)
94.82M
Total Shares
Allocation by class
COM$11.71B77.8%
CL A$915.66M6.1%
CAP STK CL C$792.43M5.3%
COM NEW$550.51M3.7%
COM CL A$265.28M1.8%
SHS$184.59M1.2%
ORD SHS$115.15M0.8%
Portfolio Concentration
Top 3$2.72B18.0%
4–10$2.47B16.4%
11–25$2.15B14.3%
Rest$7.72B51.3%
Top 3 weight
18.0%
Top 10 weight
34.5%
Voting Authority Distribution
Total shares with voting rights: 94.82M
Sole
Full voting authority
94.82M
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)
Sole468
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings468
Rows:
NVIDIA CORPORATION
SOLEShares5.24M
TypeSH
Market value$1.02B
6.78%
Sole
5.24M
Shared
0.00
None
0.00
APPLE INC
SOLEShares3.21M
TypeSH
Market value$903.24M
6.00%
Sole
3.21M
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares2.25M
TypeSH
Market value$792.43M
5.26%
Sole
2.25M
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares1.59M
TypeSH
Market value$584.46M
3.88%
Sole
1.59M
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares2.14M
TypeSH
Market value$513.98M
3.41%
Sole
2.14M
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares1.02M
TypeSH
Market value$378.77M
2.52%
Sole
1.02M
Shared
0.00
None
0.00
MICRON TECHNOLOGY INC
SOLEShares254.24K
TypeSH
Market value$291.18M
1.93%
Sole
254.24K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares481.66K
TypeSH
Market value$270.98M
1.80%
Sole
481.66K
Shared
0.00
None
0.00
ELI LILLY & CO
SOLEShares180.92K
TypeSH
Market value$222.52M
1.48%
Sole
180.92K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO
SOLEShares633.33K
TypeSH
Market value$208.61M
1.39%
Sole
633.33K
Shared
0.00
None
0.00
COLGATE PALMOLIVE CO
SOLEShares2.09M
TypeSH
Market value$193.84M
1.29%
Sole
2.09M
Shared
0.00
None
0.00
VISA INC
SOLEShares493.94K
TypeSH
Market value$168.76M
1.12%
Sole
493.94K
Shared
0.00
None
0.00
ADVANCED MICRO DEVICES INC
SOLEShares311.18K
TypeSH
Market value$167.88M
1.12%
Sole
311.18K
Shared
0.00
None
0.00
TESLA INC
SOLEShares388.27K
TypeSH
Market value$159.91M
1.06%
Sole
388.27K
Shared
0.00
None
0.00
JABIL INC
SOLEShares413.45K
TypeSH
Market value$155.29M
1.03%
Sole
413.45K
Shared
0.00
None
0.00
TAPESTRY INC
SOLEShares1.01M
TypeSH
Market value$148.82M
0.99%
Sole
1.01M
Shared
0.00
None
0.00
MASTERCARD INCORPORATED
SOLEShares285.91K
TypeSH
Market value$145.71M
0.97%
Sole
285.91K
Shared
0.00
None
0.00
MSCI INC
SOLEShares247.46K
TypeSH
Market value$138.54M
0.92%
Sole
247.46K
Shared
0.00
None
0.00
ROSS STORES INC
SOLEShares637.68K
TypeSH
Market value$133.21M
0.88%
Sole
637.68K
Shared
0.00
None
0.00
TERADYNE INC
SOLEShares281.57K
TypeSH
Market value$130.57M
0.87%
Sole
281.57K
Shared
0.00
None
0.00
ABBVIE INC
SOLEShares511.67K
TypeSH
Market value$130.12M
0.86%
Sole
511.67K
Shared
0.00
None
0.00
FORTINET INC
SOLEShares825.87K
TypeSH
Market value$128.36M
0.85%
Sole
825.87K
Shared
0.00
None
0.00
HUNT J B TRANS SVCS INC
SOLEShares412.70K
TypeSH
Market value$119.62M
0.79%
Sole
412.70K
Shared
0.00
None
0.00
JOHNSON & JOHNSON
SOLEShares450.63K
TypeSH
Market value$116.49M
0.77%
Sole
450.63K
Shared
0.00
None
0.00
BANK OF AMER CORP
SOLEShares1.94M
TypeSH
Market value$112.39M
0.75%
Sole
1.94M
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 5.24M | SH | $1.02B 6.78% | 5.24M | 0.00 | 0.00 |
APPLE INCSOLE | COM | 3.21M | SH | $903.24M 6.00% | 3.21M | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 2.25M | SH | $792.43M 5.26% | 2.25M | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 1.59M | SH | $584.46M 3.88% | 1.59M | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 2.14M | SH | $513.98M 3.41% | 2.14M | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 1.02M | SH | $378.77M 2.52% | 1.02M | 0.00 | 0.00 |
MICRON TECHNOLOGY INCSOLE | COM | 254.24K | SH | $291.18M 1.93% | 254.24K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 481.66K | SH | $270.98M 1.80% | 481.66K | 0.00 | 0.00 |
ELI LILLY & COSOLE | COM | 180.92K | SH | $222.52M 1.48% | 180.92K | 0.00 | 0.00 |
JPMORGAN CHASE & COSOLE | COM | 633.33K | SH | $208.61M 1.39% | 633.33K | 0.00 | 0.00 |
COLGATE PALMOLIVE COSOLE | COM | 2.09M | SH | $193.84M 1.29% | 2.09M | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 493.94K | SH | $168.76M 1.12% | 493.94K | 0.00 | 0.00 |
ADVANCED MICRO DEVICES INCSOLE | COM | 311.18K | SH | $167.88M 1.12% | 311.18K | 0.00 | 0.00 |
TESLA INCSOLE | COM | 388.27K | SH | $159.91M 1.06% | 388.27K | 0.00 | 0.00 |
JABIL INCSOLE | COM | 413.45K | SH | $155.29M 1.03% | 413.45K | 0.00 | 0.00 |
TAPESTRY INCSOLE | COM | 1.01M | SH | $148.82M 0.99% | 1.01M | 0.00 | 0.00 |
MASTERCARD INCORPORATEDSOLE | CL A | 285.91K | SH | $145.71M 0.97% | 285.91K | 0.00 | 0.00 |
MSCI INCSOLE | COM | 247.46K | SH | $138.54M 0.92% | 247.46K | 0.00 | 0.00 |
ROSS STORES INCSOLE | COM | 637.68K | SH | $133.21M 0.88% | 637.68K | 0.00 | 0.00 |
TERADYNE INCSOLE | COM | 281.57K | SH | $130.57M 0.87% | 281.57K | 0.00 | 0.00 |
ABBVIE INCSOLE | COM | 511.67K | SH | $130.12M 0.86% | 511.67K | 0.00 | 0.00 |
FORTINET INCSOLE | COM | 825.87K | SH | $128.36M 0.85% | 825.87K | 0.00 | 0.00 |
HUNT J B TRANS SVCS INCSOLE | COM | 412.70K | SH | $119.62M 0.79% | 412.70K | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 450.63K | SH | $116.49M 0.77% | 450.63K | 0.00 | 0.00 |
BANK OF AMER CORPSOLE | COM | 1.94M | SH | $112.39M 0.75% | 1.94M | 0.00 | 0.00 |
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