Vinva Investment Management Ltd
13F filer · CIK 1968109 · Sydney
Summary
Vinva Investment Management Ltd reported $15.06B across 468 positions in its 13F for 2026 Q2, filed Aug 14, 2026. The largest holdings are NVDA (6.8%), AAPL (6.0%), GOOG (5.3%). Versus 2026 Q1, leaving options aside, it opened 116 new positions, added to 233, trimmed 110 and sold out of 83.
Reported value$15.06B
Positions468
Report period2026 Q2
FiledAug 14, 2026
New positions116
Added233
Trimmed110
Sold out83
Top 25 holdings
By reported value, options listed separately · change vs 2026 Q1
Weight 6.8%Value $1.02BPrice $227.21Shares 5.24M +51.77%Since Jun 30 +16.54%
Weight 6.0%Value $903.24MPrice $329.40Shares 3.21M +54.13%Since Jun 30 +16.94%
Weight 5.3%Value $792.43MPrice $337.32Shares 2.25M +231.71%Since Jun 30 -4.34%
Weight 3.9%Value $584.46MPrice $508.96Shares 1.59M +60.20%Since Jun 30 +38.09%
Weight 3.4%Value $513.98MPrice $246.67Shares 2.14M +58.69%Since Jun 30 +2.72%
Weight 2.5%Value $378.77MPrice $355.10Shares 1.02M +58.89%Since Jun 30 -4.66%
Weight 1.9%Value $291.18MPrice $1065Shares 254K +60.20%Since Jun 30 -7.00%
Weight 1.8%Value $270.98MPrice $738.79Shares 482K +54.80%Since Jun 30 +31.32%
Weight 1.5%Value $222.52MPrice $1185Shares 181K +66.15%Since Jun 30 -3.68%
Weight 1.4%Value $208.61MPrice $334.98Shares 633K +64.10%Since Jun 30 +1.70%
Weight 1.3%Value $193.84MPrice $86.46Shares 2.09M +77.61%Since Jun 30 -6.83%
Weight 1.1%Value $168.76MPrice $365.88Shares 494K +98.12%Since Jun 30 +7.09%
Weight 1.1%Value $167.88MPrice $607.57Shares 311K +60.41%Since Jun 30 +12.62%
Weight 1.1%Value $159.91MPrice $352.84Shares 388K +32.63%Since Jun 30 -14.33%
Weight 1.0%Value $155.29MPrice $318.84Shares 413K +60.79%Since Jun 30 -15.11%
Weight 1.0%Value $148.82MPrice $114.12Shares 1.01M +85.42%Since Jun 30 -22.56%
Weight 1.0%Value $145.71MPrice $563.58Shares 286K +93.22%Since Jun 30 +10.58%
Weight 0.9%Value $138.54MPrice $539.76Shares 247K +62.52%Since Jun 30 -3.59%
Weight 0.9%Value $133.21MPrice $234.40Shares 638K +487.42%Since Jun 30 +12.21%
Weight 0.9%Value $130.57MPrice $403.02Shares 282K +158.38%Since Jun 30 -13.09%
Weight 0.9%Value $130.12MPrice $263.29Shares 512K +87.72%Since Jun 30 +3.53%
Weight 0.9%Value $128.36MPrice $175.96Shares 826K +37.79%Since Jun 30 +13.22%
Weight 0.8%Value $119.62MPrice $229.28Shares 413K +5121.38%Since Jun 30 -20.90%
Weight 0.8%Value $116.49MPrice $267.57Shares 451K +95.14%Since Jun 30 +3.50%
Weight 0.7%Value $112.39MPrice $54.96Shares 1.94M +93.36%Since Jun 30 -5.04%
| Stock | Weight | Value | Since Jun 30 | Shares change | Action |
|---|---|---|---|---|---|
| 6.8% | $1.02B | +16.54% | +51.77% | Add | |
| 6.0% | $903.24M | +16.94% | +54.13% | Add | |
| 5.3% | $792.43M | -4.34% | +231.71% | Add | |
| 3.9% | $584.46M | +38.09% | +60.20% | Add | |
| 3.4% | $513.98M | +2.72% | +58.69% | Add | |
| 2.5% | $378.77M | -4.66% | +58.89% | Add | |
| 1.9% | $291.18M | -7.00% | +60.20% | Add | |
| 1.8% | $270.98M | +31.32% | +54.80% | Add | |
| 1.5% | $222.52M | -3.68% | +66.15% | Add | |
| 1.4% | $208.61M | +1.70% | +64.10% | Add | |
| 1.3% | $193.84M | -6.83% | +77.61% | Add | |
| 1.1% | $168.76M | +7.09% | +98.12% | Add | |
| 1.1% | $167.88M | +12.62% | +60.41% | Add | |
| 1.1% | $159.91M | -14.33% | +32.63% | Add | |
| 1.0% | $155.29M | -15.11% | +60.79% | Add | |
| 1.0% | $148.82M | -22.56% | +85.42% | Add | |
| 1.0% | $145.71M | +10.58% | +93.22% | Add | |
| 0.9% | $138.54M | -3.59% | +62.52% | Add | |
| 0.9% | $133.21M | +12.21% | +487.42% | Add | |
| 0.9% | $130.57M | -13.09% | +158.38% | Add | |
| 0.9% | $130.12M | +3.53% | +87.72% | Add | |
| 0.9% | $128.36M | +13.22% | +37.79% | Add | |
| 0.8% | $119.62M | -20.90% | +5121.38% | Add | |
| 0.8% | $116.49M | +3.50% | +95.14% | Add | |
| 0.7% | $112.39M | -5.04% | +93.36% | Add |
Weight is the share of the reported 13F value, including options at notional value. “Since Jun 30” compares the latest close with the quarter-end price implied by the filing (value ÷ shares).
Largest buys in 2026 Q2
Largest sells in 2026 Q2
Source: SEC Form 13F, values as reported by the filer. Filings lag up to 45 days after quarter end and cover only certain long positions. Research only, not investment advice.