VIM
Vinva Investment Management Ltd. Portfolio
Invests via Vinva Investment Management Ltd. | Managed by Morry Waked, Nick Burt, Steve Malin, Trent Larcombe
Invests via Vinva Investment Management Ltd.
Managed by Morry Waked, Nick Burt, Steve Malin, Trent Larcombe
Automatically Tracked
Company Profile
Vinva Investment Management Ltd. is an Australian investment firm specializing in systematic and quantitative asset management solutions. Founded by a team of experienced financial professionals, it employs cutting-edge technology to drive its investment process across diverse market segments. The firm focuses on delivering bespoke strategies tailored to meet the nuanced needs of institutional investors and family offices, establishing itself as a thought leader in quantitative finance. By harnessing data-driven insights, Vinva contributes significantly to enhancing portfolio performance while adapting to the dynamic shifts within global markets.
Vinva Investment Management Ltd. is an Australian investment firm specializing in systematic and quantitative asset management solutions. Founded by a team of experienced financial professionals, it employs cutting-edge technology to drive its investment process across diverse market segments. The firm focuses on delivering bespoke strategies tailored to meet the nuanced needs of institutional investors and family offices, establishing itself as a thought leader in quantitative finance. By harnessing data-driven insights, Vinva contributes significantly to enhancing portfolio performance while adapting to the dynamic shifts within global markets.
Investment Philosophy & Strategy
In an era where data informs decisions, Vinva Investment Management Ltd. leverages sophisticated quantitative methodologies to unearth value across asset classes. With a focus on innovative strategies, this Australian investment firm tailors its approach to resonate with institutional investors and family offices seeking both precision and adaptability in their portfolios. The leadership emphasizes the importance of technological integration, enabling them to navigate shifting market conditions adeptly. By pursuing systematic investments guided by rigorous analysis, the firm aspires not only to enhance returns but also to redefine benchmarks within the asset management landscape.
In an era where data informs decisions, Vinva Investment Management Ltd. leverages sophisticated quantitative methodologies to unearth value across asset classes. With a focus on innovative strategies, this Australian investment firm tailors its approach to resonate with institutional investors and family offices seeking both precision and adaptability in their portfolios. The leadership emphasizes the importance of technological integration, enabling them to navigate shifting market conditions adeptly. By pursuing systematic investments guided by rigorous analysis, the firm aspires not only to enhance returns but also to redefine benchmarks within the asset management landscape.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
132.92%
Gain +0.09%
Monthly
2.3%
Yearly
31.37%
Drawdown
25.82%
$158.23B
Equity
Holdings
$158.23B
Investment
$149.53B
$9.01B
Profit +$1.2B
Realized
$311.14M
Unrealized
$8.7B
Dividends
$136.89M
Goals
Avg. 90.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.09%
Profit
$1.2B
Win %
65%
This Week
Compared To Last Week
Gain
0.76%
Profit
$1.2B
Win %
65%
This Month
Compared to last month
Gain
1.79%
Profit
$2.77B
Win %
65%
This Year
Compared to last year
Gain
4.03%
Profit
$4.94B
Win %
63%
TENB Tenable Holdings Inc.
+14.98%
+$251,563.29 
CRWD CrowdStrike Holdings, Inc.
+14.19%
+$1.39M 
PANW Palo Alto Networks, Inc.
+14.18%
+$391,739.54 
OKTA Okta Inc.
+13.51%
+$4.63M 
GTM ZoomInfo Technologies Inc.
+9.05%
+$65,103.71 
FTNT Fortinet Inc.
+8.97%
+$11.56M 
PRGS Progress Software Corporation
+8.27%
+$28,350.3 
ADSK Autodesk, Inc.
+7.86%
+$8.95M 
NOW ServiceNow, Inc.
+7.65%
+$1.85M 
CTSH Cognizant Technology Solutions Corporation
+7.18%
+$56,098.96 
TYL Tyler Technologies Inc.
+7.08%
+$28,536.49 
HNGE Hinge Health Inc.
+6.85%
+$41,229.87 
TEAM Atlassian Corporation Class A
+6.84%
+$5.97M 
SPOT Spotify Technology S.A.
+6.67%
+$289,234.6 
FDS FactSet Research Systems Inc.
+6.49%
+$22,555.46 
PEGA Pegasystems Inc.
+6.32%
+$33,172.47 
VRSK Verisk Analytics Inc.
+6.18%
+$39,378.24 
TDC Teradata Corporation
+6.12%
+$68,505.2 
TDOC Teladoc Health Inc.
+6.01%
+$24,823.3 
GDDY Godaddy Inc.
+5.95%
+$77,270.82 
DOCU DocuSign Inc.
+5.8%
+$94,209.87 
ACN Accenture plc Class A
+5.8%
+$1.03M 
RNG RingCentral Inc.
+5.76%
+$142,407.87 
MDB MongoDB Inc.
+5.63%
+$2.39M 
INTU Intuit Inc.
+5.47%
+$1.29M 
MORN Morningstar, Inc.
+5.2%
+$24,338.43 
BILL Bill Holdings Inc.
+5.06%
+$58,870.48 
CNXC Concentrix Corporation
+4.71%
+$45,809.19 
CRM Salesforce Inc
+4.65%
+$2.44M 
WDAY Workday Inc.
+4.61%
+$1.52M 
BSX Boston Scientific Corporation
+4.57%
+$575,124.06 
ADBE Adobe Inc.
+4.55%
+$5.17M 
CNC Centene Corporation
+4.55%
+$2.67M 
DBX Dropbox Inc.
+4.52%
+$77,199.9 
CDNA CareDx Inc.
+4.52%
+$18,586.76 
CELH Celsius Holdings Inc.
+4.5%
+$9,372.48 
PCTY Paylocity Holding Corporation
+4.43%
+$16,673.4 
DT Dynatrace, Inc.
+4.42%
+$24,545.67 
PTC PTC Inc.
+4.41%
+$300,967.24 
PD PagerDuty Inc.
+4.37%
+$6,407.07 
DDOG Datadog, Inc. Class A Common Stock
+4.36%
+$457,962.7 
PODD Insulet Corporation
+4.24%
+$2.41M 
NCNO nCino, Inc.
+4.14%
+$45,565.52 
FOXA Fox Corporation
+4.07%
+$234,314.58 
PLTR Palantir Technologies Inc.
+4.02%
+$2.01M 
BJ BJ's Wholesale Club Holdings, Inc.
+3.99%
+$10,154.3 
RDDT Reddit Inc Class A
+3.93%
+$181,554.6 
TOST Toast Inc.
+3.91%
+$13,413.44 
GEN Gen Digital Inc.
+3.88%
+$3.71M 
DG Dollar General Corporation
+3.85%
+$420,185.85 
BR Broadridge Financial Solutions, Inc.
+3.82%
+$4.37M 
NFLX Netflix, Inc.
+3.82%
+$2.95M 
KR Kroger Co.
+3.69%
+$916,291.44 
AEO American Eagle Outfitters, Inc.
+3.63%
+$11,160.51 
M Macy's Inc.
+3.56%
+$31,644.92 
BOX Box Inc.
+3.48%
+$20,664.72 
CI The Cigna Group
+3.44%
+$865,496.46 
BTSGU BrightSpring Health Services, Inc. 6.75% Preferred Stock due 2027
+3.37%
+$21,072.31 
COKE Coca-Cola Consolidated Inc.
+3.36%
+$6.33M 
LDOS Leidos Holdings Inc.
+3.32%
+$218,155.88 
MDT Medtronic plc
+3.23%
+$1.43M 
FIVN Five9 Inc.
+3.22%
+$30,626.18 
MCK McKesson Corporation
+3.22%
+$741,154.05 
APP AppLovin Corporation Class A Common Stock
+3.08%
+$325,959.51 
ADP Automatic Data Processing Inc.
+3.07%
+$156,793.9 
GOOG Alphabet Inc
+3.02%
+$22.74M 
CHRW C.H. Robinson Worldwide, Inc.
+3.01%
+$44,867.39 
ETSY Etsy Inc.
+2.89%
+$18,146.1 
YELP Yelp Inc.
+2.84%
+$18,313.96 
META Meta Platforms Inc Class A
+2.81%
+$8.77M 
UNFI United Natural Foods Inc.
+2.79%
+$5,402.68 
TWLO Twilio Inc.
+2.78%
+$1.1M 
BDX Becton, Dickinson and Company
+2.76%
+$99,442.23 
TW Tradeweb Markets Inc.
+2.67%
+$1.5M 
NAVN Navan, Inc.
+2.66%
+$9,176.72 
IBM International Business Machines Corporation
+2.65%
+$257,967.62 
ADPT Adaptive Biotechnologies Corporation
+2.57%
+$2,077.17 
SYK Stryker Corporation
+2.48%
+$522,651.24 
EXPE Expedia Group, Inc.
+2.46%
+$2.57M 
ZYME Zymeworks Inc.
+2.46%
+$7,729.03 
SE Sea Ltd.
+2.41%
+$728,367.66 
BFH Bread Financial Holdings Inc.
+2.41%
+$42,739.2 
ISRG Intuitive Surgical, Inc.
+2.4%
+$660,656.08 
RMD ResMed Inc.
+2.4%
+$78,462.18 
WMT Walmart Inc.
+2.39%
+$1.99M 
MSI Motorola Solutions, Inc.
+2.37%
+$9,704.16 
OVV Ovintiv Inc.
+2.33%
+$10,204.92 
MSFT Microsoft Corp.
+2.27%
+$17.82M 
AMN Amn Healthcare Services Inc.
+2.27%
+$7,453.36 
MO Altria Group, Inc.
+2.25%
+$211,290.29 
WM Waste Management, Inc.
+2.22%
+$381,929.43 
SONO Sonos Inc.
+2.2%
+$3,668.7 
DIS The Walt Disney Company
+2.19%
+$881,562.49 
PDD PDD Holdings Inc. American Depositary Shares
+2.13%
+$18,178.52 
AON Aon plc
+2.11%
+$231,703.64 
LUMN Lumen Technologies Inc.
+2.09%
+$1,824.97 
LLY Eli Lilly and Company
+2.09%
+$4.21M 
T AT&T Inc.
+2.05%
+$920,621.58 
VRSN Verisign Inc.
+2.05%
+$1.38M 
VSNT Versant Media Group, Inc.
+2.01%
+$9,225.96 
GM General Motors Company
+1.98%
+$940,472.44 
UPS United Parcel Service, Inc.
+1.97%
+$65,912.22 
MCD McDonald's Corporation
+1.96%
+$51,208.04 
VLTO Veralto Corporation
+1.93%
+$72,769.06 
OTIS Otis Worldwide Corporation
+1.91%
+$92,410.56 
UHT Universal Health Realty Income Trust
+1.91%
+$2,239.16 
ANAB AnaptysBio Inc.
+1.88%
+$4,429.46 
GILD Gilead Sciences Inc.
+1.85%
+$846,666.22 
CCEP Coca-Cola Europacific Partners PLC
+1.84%
+$13,228.8 
GLPI Gaming and Leisure Properties, Inc.
+1.79%
+$17,282.88 
DXCM DexCom, Inc.
+1.78%
+$110,615.05 
NOC Northrop Grumman Corporation
+1.78%
+$147,898.02 
CME CME Group Inc.
+1.77%
+$259,834.45 
SPGI S&P Global Inc.
+1.76%
+$728,675.55 
ALL Allstate Corporation
+1.75%
+$191,462.95 
MRSH Marsh & McLennan Companies, Inc.
+1.73%
+$516,635.1 
ABBV AbbVie Inc.
+1.73%
+$2.27M 
FICO Fair Isaac Corporation
+1.73%
+$61,132 
ACGL Arch Capital Group Ltd
+1.71%
+$11,513.04 
CARG CarGurus, Inc.
+1.7%
+$15,403.05 
COR Cencora, Inc.
+1.69%
+$172,981.12 
TME Tencent Music Entertainment Group
+1.69%
+$62,389.98 
ROKU Roku, Inc.
+1.67%
+$7,680.01 
MNST Monster Beverage Corporation
+1.66%
+$286,254.51 
PM Philip Morris International Inc.
+1.65%
+$115,175.68 
COST Costco Wholesale Corporation
+1.64%
+$1.37M 
TRMB Trimble Inc.
+1.62%
+$180,914.79 
MAR Marriott International Inc. - Class A
+1.61%
+$3,895.91 
CL Colgate-Palmolive Company
+1.6%
+$2.9M 
ORLY O'Reilly Automotive Inc.
+1.59%
+$28,778.29 
UTHR United Therapeutics Corporation
+1.56%
+$687,510.82 
AUPH Aurinia Pharmaceuticals Inc.
+1.56%
+$4,011.84 
LHX L3Harris Technologies, Inc.
+1.53%
+$149,631.3 
REGN Regeneron Pharmaceuticals, Inc.
+1.53%
+$413,082.9 
DHR Danaher Corporation
+1.51%
+$386,306.32 
DLTR Dollar Tree, Inc.
+1.48%
+$7,850.5 
EZRA Reliance Global Group, Inc.
+1.48%
+$63.32 
ELV Elevance Health, Inc.
+1.46%
+$255,087.72 
VZ Verizon Communications Inc.
+1.44%
+$683,846.48 
STNG Scorpio Tankers Inc.
+1.43%
+$10,178.64 
IQV IQVIA Holdings Inc.
+1.43%
+$301,701.05 
PGR Progressive Corporation
+1.42%
+$182,273.51 
EBAY eBay Inc.
+1.39%
+$378,730.8 
RSG Republic Services, Inc.
+1.37%
+$181,475 
UNH UnitedHealth Group Incorporated
+1.37%
+$919,632.01 
PGNY Progyny Inc.
+1.32%
+$5,119.56 
HLT Hilton Worldwide Holdings Inc.
+1.31%
+$304,884.63 
J Jacobs Solutions Inc.
+1.3%
+$23,106.72 
JBHT J.B. Hunt Transport Services, Inc.
+1.29%
+$1.44M 
DDS Dillard's Inc.
+1.28%
+$2,393.58 
MIAX Miami International Holdings, Inc.
+1.28%
+$4,705.87 
EXR Extra Space Storage Inc.
+1.27%
+$9,670.05 
CART Maplebear Inc.
+1.26%
+$4,927.99 
ROL Rollins, Inc.
+1.25%
+$50,261.21 
SNOW Snowflake Inc.
+1.25%
+$252,300.56 
UBER Uber Technologies, Inc.
+1.25%
+$137,656.37 
STE STERIS plc
+1.23%
+$37,327.08 
MAS Masco Corporation
+1.23%
+$33,033 
ARE Alexandria Real Estate Equities, Inc.
+1.21%
+$6,118.16 
LMT Lockheed Martin Corporation
+1.18%
+$60,045.7 
AMGN Amgen Inc.
+1.16%
+$576,506.66 
CBOE Cboe Global Markets Inc.
+1.16%
+$1.2M 
EFX Equifax Inc.
+1.15%
+$5,783.7 
DFIN Donnelley Financial Solutions Inc.
+1.14%
+$5,170.41 
ADT ADT Inc.
+1.14%
+$2,072.4 
CVS CVS Health Corporation
+1.11%
+$318,494.4 
IDXX IDEXX Laboratories, Inc.
+1.11%
+$280,824.16 
EAT Brinker International Inc.
+1.08%
+$2,102.22 
BEEP Mobile Infrastructure Corporation
+1.07%
+$2,308.65 
ODFL Old Dominion Freight Line, Inc.
+1.03%
+$138,364.37 
WSM Williams-Sonoma, Inc.
+1.02%
+$19,547.22 
V Visa Inc. Class A
+1.01%
+$1.85M 
HD The Home Depot, Inc.
+0.97%
+$120,527.3 
AWK American Water Works Company, Inc.
+0.97%
+$3,930.15 
TRU TransUnion
+0.96%
+$3,243.75 
BMRN Biomarin Pharmaceutical Inc.
+0.95%
+$12,238.45 
FTV Fortive Corporation
+0.93%
+$832,219.53 
BKNG Booking Holdings Inc.
+0.91%
+$439,640.96 
ILMN Illumina, Inc.
+0.89%
+$8,156.35 
VEEV Veeva Systems Inc.
+0.88%
+$17,383.4 
CB Chubb Limited
+0.87%
+$191,420.46 
BRK-A Berkshire Hathaway Inc.
+0.86%
+$1.22B 
AXP American Express Company
+0.84%
+$23,767.38 
VRTX Vertex Pharmaceuticals Incorporated
+0.83%
+$131,647.23 
ABT Abbott Laboratories
+0.8%
+$31,049.87 
ESNT Essent Group Ltd.
+0.78%
+$2,526.51 
CPAY Corpay, Inc.
+0.77%
+$3,271.88 
SSNC SS&C Technologies Holdings Inc.
+0.77%
+$187,947.66 
APA APA Corporation
+0.74%
+$6,184.86 
NBIX Neurocrine Biosciences Inc.
+0.73%
+$395,187.26 
KSS Kohl's Corporation
+0.72%
+$1,326.75 
BMY Bristol-Myers Squibb Company
+0.72%
+$860,598.36 
SBH Sally Beauty Holdings Inc.
+0.72%
+$1,634.84 
INCY Incyte Corporation
+0.71%
+$398,044.98 
VICI Vici Properties Inc.
+0.67%
+$582,870.75 
IIPR Innovative Industrial Properties Inc.
+0.66%
+$1,398.6 
SHW The Sherwin-Williams Company
+0.65%
+$1,858.71 
URI United Rentals, Inc.
+0.64%
+$43,972.11 
HALO Halozyme Therapeutics Inc.
+0.62%
+$16,515.28 
PNFP Pinnacle Financial Partners Inc.
+0.59%
+$353,021.76 
VCYT Veracyte Inc.
+0.59%
+$1,736.4 
ANIP Ani Pharmaceuticals Inc.
+0.58%
+$3,055.32 
ESN Essential 40 Stock ETF
+0.58%
+$73,640.48 
ITW Illinois Tool Works Inc.
+0.58%
+$303,932.4 
MA Mastercard Incorporated
+0.54%
+$883,452.63 
JNJ Johnson & Johnson
+0.54%
+$644,403.98 
ULTA Ulta Beauty Inc.
+0.53%
+$123,877.16 
EOG EOG Resources, Inc.
+0.53%
+$546,573.3 
PG Procter & Gamble Co
+0.53%
+$118,930.73 
OXY Occidental Petroleum Corporation
+0.5%
+$36,898.29 
XYL Xylem Inc.
+0.49%
+$1,406.08 
BIIB Biogen Inc.
+0.48%
+$6,358.86 
SIG Signet Jewelers Ltd.
+0.48%
+$2,374.56 
AAPL Apple Inc.
+0.47%
+$5M 
MRK Merck & Co., Inc.
+0.46%
+$197,188.55 
COLL Collegium Pharmaceutical Inc.
+0.42%
+$2,374.24 
RLJ RLJ Lodging Trust
+0.41%
+$2,479.82 
MELI MercadoLibre, Inc.
+0.4%
+$18,016.49 
BLKB Blackbaud Inc.
+0.39%
+$4,941.48 
GD General Dynamics Corporation
+0.37%
+$29,740.35 
CRH CRH plc
+0.37%
+$23,316.48 
TMO Thermo Fisher Scientific Inc.
+0.37%
+$86,963.32 
EXPD Expeditors International of Washington, Inc.
+0.37%
+$11,436.42 
SBUX Starbucks Corporation
+0.35%
+$881.65 
MCO Moody's Corporation
+0.33%
+$115,624.71 
THC Tenet Healthcare Corporation
+0.32%
+$1,988.28 
HR Healthcare Realty Trust Incorporated
+0.32%
+$1,063.02 
EIX Edison International
+0.31%
+$8,148.52 
KEY KeyCorp
+0.3%
+$18,253.62 
TSN Tyson Foods Inc.
+0.29%
+$9,501.5 
CLVT Clarivate Plc
+0.27%
+$653.48 
ALNY Alnylam Pharmaceuticals Inc
+0.26%
+$101,506.66 
MTDR Matador Resources Company
+0.25%
+$1,265.27 
MET MetLife Inc.
+0.24%
+$34,170.64 
KDP Keurig Dr Pepper Inc.
+0.24%
+$1,822.28 
FAST Fastenal Co.
+0.23%
+$1,653.59 
JXN Jackson Financial Inc.
+0.23%
+$2,536.64 
REAL The RealReal, Inc.
+0.21%
+$798.37 
SYF Synchrony Financial
+0.2%
+$73,534.79 
KMT Kennametal Inc.
+0.17%
+$317.5 
AES AES Corporation
+0.17%
+$544.05 
AGO Assured Guaranty Ltd.
+0.17%
+$2,787.72 
JAZZ Jazz Pharmaceuticals plc
+0.16%
+$1,542.96 
TJX The TJX Companies, Inc.
+0.16%
+$104,448.6 
EXEL Exelixis Inc.
+0.15%
+$2,643.67 
ARCB ArcBest Corporation
+0.14%
+$199.09 
ABNB Airbnb, Inc.
+0.12%
+$20,688.53 
CAH Cardinal Health Inc.
+0.11%
+$20,675.72 
KMI Kinder Morgan, Inc.
+0.1%
+$18,873.48 
UNP Union Pacific Corporation
+0.1%
+$17,932.44 
FANG Diamondback Energy Inc
+0.09%
+$7,822.98 
VIPS Vipshop Holdings Ltd - ADR
+0.08%
+$4,956.82 
PFE Pfizer Inc.
+0.07%
+$10,213.22 
FIS Fidelity National Information Services, Inc.
+0.04%
+$1,613.46 
LNC Lincoln National Corporation
+0.02%
+$280.2 
KIM Kimco Realty Corporation
+0.02%
+$301.37 
ICE Intercontinental Exchange, Inc.
+0.02%
+$8,067 
NDAQ Nasdaq, Inc.
+0.01%
+$8,719.19 
FORM FormFactor Inc.
0%
$0 
SCHW Charles Schwab Corporation
0%
$0 
VIR Vir Biotechnology Inc.
0%
$0 
VSCO Victoria's Secret & Co.
0%
$0 
ALBCL Albemarle Corp.
0%
$0 
HONIV Honeywell International Inc.
0%
$0 BKT
BKT
0%
$0 
TAP-A Molson Coors Beverage Company
0%
$0 
MSBT Morgan Stanley Bitcoin Trust
0%
$0 G200
G2004J103
0%
$0 
GLW Corning Incorporated
-14.03%
-$496,537.54 
TER Teradyne, Inc.
-13%
-$13.9M 
COHR Coherent Corp.
-11.77%
-$1.57M 
LSCC Lattice Semiconductor Corporation
-11.03%
-$25,851.97 
AEIS Advanced Energy Industries Inc.
-10.72%
-$56,082.98 
ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB)
-10.64%
-$1.83M 
ICHR Ichor Holdings Ltd.
-10.54%
-$9,345.57 
HPE Hewlett Packard Enterprise Company
-10.16%
-$956,248.95 
UCTT Ultra Clean Holdings, Inc.
-9.98%
-$59,984.64 
LITE Lumentum Holdings Inc.
-9.86%
-$417,469.67 
NVT nVent Electric plc
-9.52%
-$149,556 
GEV GE Vernova Inc.
-8.63%
-$3.13M 
CIEN Ciena Corporation
-8.48%
-$1.9M 
LRCX Lam Research Corporation
-7.79%
-$6.33M 
CRDO Credo Technology Group Holding Ltd.
-7.75%
-$552,124.82 
ENTG Entegris, Inc.
-7.7%
-$911,953.22 
ETN Eaton Corporation plc
-7.57%
-$150,517.33 
Q Qnity Electronics Inc.
-7.25%
-$837,828.56 
VRT Vertiv Holdings Co
-7.11%
-$3.22M 
MPWR Monolithic Power Systems, Inc.
-7.1%
-$360,720.9 
CEG Constellation Energy Corporation
-6.94%
-$431,203.47 
KEYS Keysight Technologies, Inc.
-6.93%
-$4.51M 
MYRG Myr Group Inc.
-6.9%
-$8,562.6 
AMAT Applied Materials, Inc.
-6.72%
-$4.14M 
QRVO Qorvo Inc.
-6.72%
-$32,504.64 
MRVL Marvell Technology, Inc.
-6.67%
-$3.01M 
KLAC KLA Corporation
-6.58%
-$3.07M 
ENOV Enovis Corporation
-6.38%
-$46,057.35 
BE Bloom Energy Corporation
-6.36%
-$404,542.56 
FIX Comfort Systems USA, Inc.
-6.26%
-$2.76M 
FLEX Flex Ltd.
-5.84%
-$2.64M 
JCI Johnson Controls International plc
-5.81%
-$69,459.68 
APH Amphenol Corporation
-5.64%
-$4.47M 
FTAI FTAI Aviation Ltd.
-5.57%
-$54,276.03 
ANET Arista Networks, Inc.
-5.56%
-$2.06M 
JBL Jabil Inc.
-5.56%
-$7.31M 
ATI ATI Inc.
-5.46%
-$22,784.28 
ON ON Semiconductor Corporation
-5.37%
-$128,136.38 
BAC Bank of America Corporation
-5.24%
-$6.38M 
INTC Intel Corporation
-5.24%
-$2.79M 
MTZ MasTec, Inc. Common Stock
-5.07%
-$476,177.97 
DELL Dell Technologies Inc.
-5.03%
-$290,553.15 
RRX Regal Rexnord Corporation
-5.01%
-$10,910.46 
VST Vistra Corp
-4.96%
-$442,977.71 
ST Sensata Technologies Holding plc
-4.83%
-$14,521.02 
DLR Digital Realty Trust, Inc.
-4.83%
-$370,822.55 
NXPI NXP Semiconductors N.V.
-4.81%
-$797,453.5 
AVGO Broadcom Inc.
-4.75%
-$17.49M 
MU Micron Technology, Inc.
-4.75%
-$11.77M 
NTAP NetApp, Inc.
-4.63%
-$5.92M 
PWR Quanta Services Inc.
-4.62%
-$44,240.35 
NRG NRG Energy, Inc.
-4.55%
-$37,760.88 
ORCL Oracle Corporation
-4.5%
-$788,122.78 
ADI Analog Devices, Inc.
-4.5%
-$783,787.58 
SNDK SanDisk Corporation
-4.4%
-$14,221.15 
FTI TechnipFMC plc
-4.3%
-$1.42M 
TH Target Hospitality Corp.
-4.21%
-$39,059.82 
EME EMCOR Group, Inc.
-4.16%
-$2.95M 
CAT Caterpillar Inc.
-4.14%
-$994,468.45 
JEF Jefferies Financial Group Inc.
-4.08%
-$21,825.4 
HEI Heico Corporation
-4.03%
-$640,108.56 
WWD Woodward Inc.
-4.02%
-$23,658.3 
HUBB Hubbell Inc.
-4.01%
-$34,132.56 
EQIX Equinix, Inc.
-4%
-$1M 
GS The Goldman Sachs Group, Inc.
-3.95%
-$1.7M 
AMD Advanced Micro Devices, Inc.
-3.9%
-$6.26M 
P Everpure Inc.
-3.88%
-$1.22M 
TT Trane Technologies plc
-3.77%
-$421,603.43 
TEL TE Connectivity plc
-3.66%
-$1.85M 
MCHP Microchip Technology Incorporated
-3.6%
-$114,966.15 
WDC Western Digital Corporation
-3.59%
-$1.83M 
CDNS Cadence Design Systems, Inc.
-3.46%
-$35,105.07 
RIG Transocean Ltd.
-3.44%
-$18,755.88 
AME Ametek Inc.
-3.28%
-$526,382.3 
BNY BlackRock New York Municipal Income Trust
-3.18%
-$617,644.39 
NEM Newmont Corporation
-2.92%
-$1.04M 
CMI Cummins Inc.
-2.88%
-$168,072.98 
NVDA NVIDIA Corporation
-2.85%
-$32.54M 
CQP Cheniere Energy Partners L.P.
-2.81%
-$13,776.9 
HAL Halliburton Company
-2.73%
-$167,439.86 
BURL Burlington Stores Inc.
-2.52%
-$116,584.02 
PH Parker-Hannifin Corporation
-2.51%
-$755,553.98 
CRL Charles River Laboratories International, Inc.
-2.49%
-$6,310.85 
STT State Street Corp
-2.46%
-$247,406.88 
FCX Freeport-McMoRan Inc.
-2.32%
-$80,975.4 
TDG TransDigm Group Inc.
-2.28%
-$181,254.26 
EVR Evercore Inc.
-2.28%
-$3,276.8 
VLO Valero Energy Corporation
-2.25%
-$891,039.31 
GAP Gap Inc.
-2.21%
-$11,861.7 
ROK Rockwell Automation, Inc.
-2.17%
-$717,766.55 
NGVT Ingevity Corporation
-2.12%
-$9,233.5 
PEG Public Service Enterprise Group Incorporated
-2.06%
-$97,772.31 
STX Seagate Technology Holdings plc
-2.04%
-$1.18M 
GE General Electric Company
-1.94%
-$1.21M 
WFC Wells Fargo & Company
-1.92%
-$1.34M 
VGNT Versigent plc
-1.91%
-$10,373.94 
DD DuPont de Nemours, Inc.
-1.91%
-$349,043.86 
TXN Texas Instruments Inc
-1.9%
-$277,535.33 
CCI Crown Castle Inc.
-1.9%
-$5,774.44 
EQT EQT Corporation
-1.74%
-$123,323.3 
JPM JPMorgan Chase & Co.
-1.69%
-$3.81M 
MMM 3M Company
-1.69%
-$38,578.06 
AER AerCap Holdings N.V.
-1.64%
-$1.25M 
CSCO Cisco Systems, Inc.
-1.62%
-$570,759.28 
ANF Abercrombie & Fitch Co.
-1.58%
-$5,963.16 
PCRX Pacira BioSciences Inc.
-1.58%
-$11,034.8 
RJF Raymond James Financial Inc.
-1.56%
-$16,278.97 
PCG PG&E Corporation
-1.49%
-$270,757.03 
CRUS Cirrus Logic, Inc.
-1.46%
-$4,498.39 
XP Xp Inc.
-1.44%
-$2,951.46 
CWK Cushman & Wakefield Ltd.
-1.43%
-$7,150.62 
EXE Expand Energy Corporation
-1.43%
-$1.19M 
CW Curtiss-Wright Corporation
-1.4%
-$67,894.4 
DECK Deckers Outdoor Corporation
-1.38%
-$507,772.16 
TSLA Tesla, Inc.
-1.36%
-$1.93M 
CALY BlackRock Short-Term California Muni Bond ETF
-1.36%
-$4,420.08 
RTX RTX Corporation
-1.31%
-$561,782.44 
VIRT Virtu Financial, Inc.
-1.31%
-$11,464 
SBAC SBA Communications Corporation
-1.26%
-$25,480.26 
C Citigroup Inc.
-1.24%
-$932,317.88 
FISV Fiserv, Inc.
-1.24%
-$60,753.92 
AMZN Amazon.com Inc
-1.21%
-$6.62M 
CMCSA Comcast Corp
-1.19%
-$661,695.6 
SPCX Space Exploration Technologies Corp. Class A
-1.18%
-$30,235.25 
FTDR Frontdoor, Inc.
-1.17%
-$6,099 
CF CF Industries Holdings, Inc.
-1.17%
-$60,198.99 
XPO XPO Inc.
-1.13%
-$9,017.85 
TDY Teledyne Technologies Incorporated
-1.12%
-$218,471.94 
IBKR Interactive Brokers Group Inc.
-1.1%
-$4,633.88 
TRGP Targa Resources Corp.
-1.1%
-$5,619.06 
NU Nu Holdings Ltd.
-1.06%
-$57,190.66 
MTB M&T Bank Corporation
-1.05%
-$3,271.29 
TIGO Millicom International Cellular S.A.
-1.05%
-$4,336.61 
NI NiSource Inc.
-1.04%
-$3,997.71 
DTE DTE Energy Company
-1.03%
-$136,010.86 
GRFS Grifols, S.A. American Depositary Receipt
-0.99%
-$6,345.52 
QCOM QUALCOMM Incorporated
-0.97%
-$366,276.72 
AEE Ameren Corporation
-0.96%
-$16,838.72 
JLL Jones Lang LaSalle Inc.
-0.96%
-$15,910.74 
EXC Exelon Corporation
-0.92%
-$11,771.4 
PPL PPL Corporation
-0.9%
-$44,696.83 
CVX Chevron Corporation
-0.88%
-$8,847.28 
PNR Pentair plc
-0.87%
-$7,971.98 
XOM Exxon Mobil Corporation
-0.84%
-$141,843.22 
HWM Howmet Aerospace Inc.
-0.82%
-$353,208.76 
EVRG Evergy Inc.
-0.81%
-$8,168.82 
PNC The PNC Financial Services Group, Inc.
-0.77%
-$242,565.77 
MSCI MSCI Inc.
-0.74%
-$1.02M 
DVN Devon Energy Corporation
-0.73%
-$558,847.48 
NEE NextEra Energy, Inc.
-0.72%
-$183,611.05 
COP ConocoPhillips
-0.66%
-$14,195.7 
PLD Prologis Inc.
-0.65%
-$196,932.86 
AVDS Avantis International Small Cap Equity ETF
-0.62%
-$484,430.37 
LIN Linde plc
-0.62%
-$220,189.1 
MTD Mettler-Toledo International Inc.
-0.6%
-$209,271.9 
CMS CMS Energy Corporation
-0.6%
-$14,636.4 
COF Capital One Financial Corporation
-0.59%
-$177,666.16 
BAP Credicorp Ltd.
-0.57%
-$1,188 
VTR Ventas Inc.
-0.57%
-$5,235.66 
IGR CBRE Global Real Estate Income Fund
-0.55%
-$3,344.78 
ED Consolidated Edison, Inc.
-0.55%
-$244,703.74 
CRTO Criteo S.A. American Depositary Receipt
-0.55%
-$2,991.85 
R Ryder System Inc.
-0.55%
-$8,195.12 
ALLY Ally Financial Inc.
-0.54%
-$8,872.2 
HAS Hasbro Inc.
-0.54%
-$1,724.59 
ES Eversource Energy
-0.51%
-$16,287.6 
AMT American Tower Corporation
-0.51%
-$138,255.04 
TFC Truist Financial Corporation
-0.51%
-$323,825.78 
HBAN Huntington Bancshares Incorporated
-0.5%
-$96,676.71 
SO The Southern Company
-0.49%
-$112,994.97 
ASND Ascendis Pharma A/S
-0.48%
-$5,692.68 
HQY HealthEquity Inc.
-0.47%
-$1,715.83 
DUK Duke Energy Corporation
-0.47%
-$164,750.08 
ECL Ecolab Inc.
-0.45%
-$16,289.88 
CROX Crocs, Inc.
-0.44%
-$617.4 
FERG Ferguson Enterprises Inc
-0.43%
-$3,552.96 
TBBK The Bancorp, Inc.
-0.39%
-$50,282.09 
TXT Textron Inc.
-0.37%
-$14,723.1 
MPC Marathon Petroleum Corporation
-0.35%
-$205,346.65 
RF Regions Financial Corporation
-0.35%
-$1,373.92 
GWW W.W. Grainger, Inc.
-0.34%
-$176,386.98 
HCA HCA Healthcare Inc.
-0.33%
-$49,313.76 
ZM Zoom Video Communications, Inc.
-0.32%
-$37,771.18 
UPBD Upbound Group, Inc.
-0.31%
-$1,213.97 
WELL Welltower Inc.
-0.31%
-$26,976.96 
CHRD Chord Energy Corp
-0.3%
-$3,327.41 
PSA Public Storage Common Stock
-0.29%
-$16,029.3 
CTAS Cintas Corporation
-0.28%
-$55,301.4 
ROST Ross Stores, Inc.
-0.24%
-$358,693.31 
A Agilent Technologies Inc.
-0.24%
-$5,076.85 
MDLZ Mondelez International, Inc.
-0.24%
-$1,679.55 
BX Blackstone Inc.
-0.2%
-$3,717.86 
OKE ONEOK, Inc.
-0.2%
-$20,506.32 
FFIV F5 Inc.
-0.17%
-$8,730.15 
TPR Tapestry Inc.
-0.16%
-$191,862.19 
PEB-PE Pebblebrook Hotel Trust
-0.15%
-$1,824.39 
AMP Ameriprise Financial, Inc.
-0.13%
-$23,782.47 
CFG Citizens Financial Group, Inc.
-0.09%
-$22,598.58 
ATKR Atkore Inc.
-0.03%
-$63.37 
PEP PepsiCo, Inc.
-0.01%
-$9,863.55 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 5593 | Longs Won 3399/5593 60% | Profit Factor 10.71 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $66.4M |
| Average Win $2.93M | Best Trade (Sep 14) $4.27B | Sharpe Ratio -8.46 |
| Average Loss -$422,929.46 | Worst Trade (Aug 24) -$569.8M | Z-Score 6.31 (100%) |
| Commissions $0 | Avg. Trade Length 11m 2w 5d | Expectancy $1.61M |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 333,333 | 300,000 | 266,667 | 233,333 | 200,000 | 166,667 | 133,333 | 100,000 | 66,667 | 33,333 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| A Agilent Technologies Inc. | 14,301 | $1.82M | $2.1M | - | $271,785.65 | 14.9% | -0.242% |
| AAPL Apple Inc. | 3.21M | $789.2M | $1.07B | - | $281.24M | 35.64% | +0.47% |
| ABBV AbbVie Inc. | 511,672 | $114.58M | $133.83M | - | $19.25M | 16.8% | +1.725% |
| ABNB Airbnb, Inc. | 106,095 | $15.61M | $18.08M | - | $2.46M | 15.77% | +0.115% |
| ABT Abbott Laboratories | 38,098 | $3.88M | $3.92M | - | $33,716.71 | 0.87% | +0.799% |
| ACGL Arch Capital Group Ltd | 7,024 | $678,939.84 | $686,449.2 | - | $7,509.36 | 1.11% | +1.706% |
| ACN Accenture plc Class A | 96,094 | $18.73M | $18.7M | - | -$29,544.68 | -0.16% | +5.802% |
| ADBE Adobe Inc. | 450,669 | $118.56M | $118.85M | - | $286,664.74 | 0.24% | +4.551% |
| ADI Analog Devices, Inc. | 45,943 | $11.37M | $16.62M | - | $5.25M | 46.21% | -4.504% |
| ADP Automatic Data Processing Inc. | 19,018 | $4.28M | $5.26M | - | $980,083.58 | 22.91% | +3.073% |
| ADPT Adaptive Biotechnologies Corporation | 3,339.5 | $205,065.48 | $82,893.07 | - | -$122,172.41 | -59.58% | +2.57% |
| ADSK Autodesk, Inc. | 536,133 | $123.26M | $122.82M | - | -$439,390.77 | -0.36% | +7.855% |
| ADT ADT Inc. | 25,905 | $169,936.8 | $184,702.65 | - | $14,765.85 | 8.69% | +1.135% |
| AEE Ameren Corporation | 16,672 | $1.83M | $1.73M | - | -$101,838.68 | -5.55% | -0.963% |
| AEIS Advanced Energy Industries Inc. | 1,821 | $678,996.27 | $466,999.27 | - | -$211,997 | -31.22% | -10.722% |
| AEO American Eagle Outfitters, Inc. | 20,478 | $341,982.6 | $318,740.07 | - | -$23,242.53 | -6.8% | +3.628% |
| AER AerCap Holdings N.V. | 537,641 | $75.81M | $74.83M | - | -$980,382.06 | -1.29% | -1.64% |
| AES AES Corporation | 21,762 | $270,251.85 | $322,404.03 | - | $52,152.18 | 19.3% | +0.169% |
| AGO Assured Guaranty Ltd. | 23,231 | $1.87M | $1.7M | - | -$173,968.89 | -9.3% | +0.165% |
| ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB) | 58,912 | $16.82M | $15.33M | - | -$1.49M | -8.85% | -10.645% |
No Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
FAQ
Which stocks have generated the highest profits for Vinva Investment Management Ltd.?
The largest contributions to the portfolio's profits come from the following stocks: Marvell Technology, Inc - $46.07M, Alphabet Inc - $39.38M, Alphabet Inc - $23.63M, AppLovin Corporation Class A Common Stock - $20.13M, and Western Digital Corporation - $19.34M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: Godaddy Inc - $20.52M, HubSpot, Inc - $11.58M, Sea Ltd - $10.69M, DocuSign Inc - $9.03M, and Global Payments Inc - $8.93M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Vinva Investment Management Ltd.'s portfolio generate?
The portfolio generates substantial dividend income, with a total of $136.89M earned over time. The largest contributors to dividend income include Microsoft Corp - $5.98M, Apple Inc - $3.89M, Verizon Communications Inc - $3.61M, JPMorgan Chase & Co - $3.58M, and Bristol-Myers Squibb Company - $3.4M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Vinva Investment Management Ltd.'s monthly returns?
Vinva Investment Management Ltd.'s monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Vinva Investment Management Ltd.'s strategy be considered aggressive or moderate?
Vinva Investment Management Ltd.'s strategy appears moderately aggressive. The portfolio shows a clear focus on growth, with noticeable volatility and risk exposure, although not to an extreme level. This type of strategy may appeal to users seeking higher returns while accepting meaningful fluctuations along the way.
Should beginners follow Vinva Investment Management Ltd.'s strategy?
Vinva Investment Management Ltd.'s strategy is unlikely to be suitable for beginners. The portfolio shows signs of high risk, significant volatility, or structural complexity, which can make it difficult to follow and potentially stressful for less experienced users. This type of approach is generally better suited to more advanced investors.
