VINVA INVESTMENT MANAGEMENT LTD

PrivateCIK: 1968109
Location

SYDNEY, C3

435
Positions
$8.07B
Total AUM (reported)
61.33M
Total Shares

Allocation by class

TOTAL AUM$8.07B435 positions
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 317.8%4–1015.5%11–2513.0%Rest53.7%TOP 1033.3%0%100%
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

SOLE
COM
Shares3.45M
TypeSH
Market value$569.81M
7.06%
Sole
3.45M
Shared
0.00
None
0.00

APPLE INC

SOLE
COM
Shares2.08M
TypeSH
Market value$512.92M
6.36%
Sole
2.08M
Shared
0.00
None
0.00

MICROSOFT CORP

SOLE
COM
Shares989.87K
TypeSH
Market value$355.32M
4.40%
Sole
989.87K
Shared
0.00
None
0.00

AMAZON COM INC

SOLE
COM
Shares1.35M
TypeSH
Market value$271.04M
3.36%
Sole
1.35M
Shared
0.00
None
0.00

ALPHABET INC

SOLE
CAP STK CL A
Shares820.30K
TypeSH
Market value$224.35M
2.78%
Sole
820.30K
Shared
0.00
None
0.00

BROADCOM INC

SOLE
COM
Shares640.03K
TypeSH
Market value$187.79M
2.33%
Sole
640.03K
Shared
0.00
None
0.00

ALPHABET INC

SOLE
CAP STK CL C
Shares677.43K
TypeSH
Market value$185.03M
2.29%
Sole
677.43K
Shared
0.00
None
0.00

META PLATFORMS INC

SOLE
CL A
Shares311.14K
TypeSH
Market value$166.89M
2.07%
Sole
311.14K
Shared
0.00
None
0.00

JPMORGAN CHASE & CO

SOLE
COM
Shares385.94K
TypeSH
Market value$109.52M
1.36%
Sole
385.94K
Shared
0.00
None
0.00

TESLA INC

SOLE
COM
Shares292.74K
TypeSH
Market value$103.94M
1.29%
Sole
292.74K
Shared
0.00
None
0.00

COLGATE PALMOLIVE CO

SOLE
COM
Shares1.18M
TypeSH
Market value$101.70M
1.26%
Sole
1.18M
Shared
0.00
None
0.00

ELI LILLY & CO

SOLE
COM
Shares108.89K
TypeSH
Market value$96.55M
1.20%
Sole
108.89K
Shared
0.00
None
0.00

MSCI INC

SOLE
COM
Shares152.26K
TypeSH
Market value$81.42M
1.01%
Sole
152.26K
Shared
0.00
None
0.00

TAPESTRY INC

SOLE
COM
Shares544.60K
TypeSH
Market value$75.45M
0.94%
Sole
544.60K
Shared
0.00
None
0.00

VISA INC

SOLE
COM CL A
Shares249.32K
TypeSH
Market value$74.68M
0.93%
Sole
249.32K
Shared
0.00
None
0.00

MASTERCARD INCORPORATED

SOLE
CL A
Shares147.97K
TypeSH
Market value$73.10M
0.91%
Sole
147.97K
Shared
0.00
None
0.00

WALMART INC

SOLE
COM
Shares557.89K
TypeSH
Market value$68.90M
0.85%
Sole
557.89K
Shared
0.00
None
0.00

DEVON ENERGY CORP NEW

SOLE
COM
Shares1.33M
TypeSH
Market value$68.47M
0.85%
Sole
1.33M
Shared
0.00
None
0.00

JABIL INC

SOLE
COM
Shares257.13K
TypeSH
Market value$64.25M
0.80%
Sole
257.13K
Shared
0.00
None
0.00

EXPEDIA GROUP INC

SOLE
COM NEW
Shares262.46K
TypeSH
Market value$60.30M
0.75%
Sole
262.46K
Shared
0.00
None
0.00

CBOE GLOBAL MKTS INC

SOLE
COM
Shares206.72K
TypeSH
Market value$58.54M
0.73%
Sole
206.72K
Shared
0.00
None
0.00

ABBVIE INC

SOLE
COM
Shares272.57K
TypeSH
Market value$58.09M
0.72%
Sole
272.57K
Shared
0.00
None
0.00

BRISTOL-MYERS SQUIBB CO

SOLE
COM
Shares965.24K
TypeSH
Market value$57.65M
0.71%
Sole
965.24K
Shared
0.00
None
0.00

NETFLIX INC.

SOLE
COM
Shares612.77K
TypeSH
Market value$56.97M
0.71%
Sole
612.77K
Shared
0.00
None
0.00

AUTODESK INC

SOLE
COM
Shares239.66K
TypeSH
Market value$56.56M
0.70%
Sole
239.66K
Shared
0.00
None
0.00
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