Vinva Investment Management Ltd — 13F holdings

Vinva Investment Management Ltd reported 468 holdings worth $15.1B in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. NVDA NVIDIA CORPORATION — $1.02B (6.8%)
2. AAPL APPLE INC — $903M (6.0%)
3. GOOG ALPHABET INC — $792M (5.3%)
4. MSFT MICROSOFT CORP — $584M (3.9%)
5. AMZN AMAZON COM INC — $514M (3.4%)
6. AVGO BROADCOM INC — $379M (2.5%)
7. MU MICRON TECHNOLOGY INC — $291M (1.9%)
8. META META PLATFORMS INC — $271M (1.8%)
9. LLY ELI LILLY & CO — $223M (1.5%)
10. JPM JPMorgan Chase & Co. — $209M (1.4%)