HoldingsChannel.com
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
|---|---|---|---|
 APPLE INC |
542,752 | +77,642 | $105,066 |
| AAPL | 542,752 | +77,642 | $105,066 |
| MICROSOFT CORP |
238,102 | +30,558 | $89,355 |
| MSFT | 238,102 | +30,558 | $89,355 |
| AMAZON COM INC |
323,848 | +50,795 | $49,672 |
| AMZN | 323,848 | +50,795 | $49,672 |
| NVIDIA CORPORATION |
91,087 | +16,542 | $45,108 |
| NVDA | 91,087 | +16,542 | $45,108 |
| ALPHABET INC |
214,330 | +19,581 | $30,055 |
| GOOGL | 214,330 | +19,581 | $30,055 |
| ALPHABET INC |
190,862 | +12,130 | $26,965 |
| GOOG | 190,862 | +12,130 | $26,965 |
| TESLA INC |
76,678 | +10,181 | $19,413 |
| TSLA | 76,678 | +10,181 | $19,413 |
| BROADCOM INC |
17,078 | +3,978 | $19,169 |
| AVGO | 17,078 | +3,978 | $19,169 |
| UNITEDHEALTH GROUP INC |
32,283 | +32,283 | $16,945 |
| UNH | 32,283 | +32,283 | $16,945 |
| ELI LILLY & CO |
28,098 | +4,196 | $16,321 |
| LLY | 28,098 | +4,196 | $16,321 |
| VISA INC |
60,201 | +11,417 | $15,676 |
| V | 60,201 | +11,417 | $15,676 |
| VERISK ANALYTICS INC |
58,524 | +11,675 | $13,906 |
| VRSK | 58,524 | +11,675 | $13,906 |
| JPMORGAN CHASE & CO |
81,483 | +17,463 | $13,877 |
| JPM | 81,483 | +17,463 | $13,877 |
| EXXON MOBIL CORP |
134,104 | +32,873 | $13,436 |
| XOM | 134,104 | +32,873 | $13,436 |
| BUILDERS FIRSTSOURCE INC |
77,674 | +6,788 | $13,344 |
| BLDR | 77,674 | +6,788 | $13,344 |
| JOHNSON & JOHNSON |
83,893 | +83,893 | $13,136 |
| JNJ | 83,893 | +83,893 | $13,136 |
| MASTERCARD INCORPORATED |
29,952 | +4,324 | $12,769 |
| MA | 29,952 | +4,324 | $12,769 |
| BANK NEW YORK MELLON CORP |
243,989 | +34,144 | $12,741 |
| BK | 243,989 | +34,144 | $12,741 |
| D R HORTON INC |
81,125 | +30,186 | $12,537 |
| DHI | 81,125 | +30,186 | $12,537 |
| ABBVIE INC |
78,513 | +7,704 | $12,150 |
| ABBV | 78,513 | +7,704 | $12,150 |
| PROCTER AND GAMBLE CO |
81,838 | +10,516 | $11,926 |
| PG | 81,838 | +10,516 | $11,926 |
| PULTE GROUP INC |
105,909 | -15,400 | $10,970 |
| PHM | 105,909 | -15,400 | $10,970 |
 BERKSHIRE HATHAWAY INC DEL |
$10,129 | ||
| BRK.B | 28,326 | -7,661 | $10,129 |
| ARCH CAP GROUP LTD |
132,911 | -1,739 | $9,843 |
| ACGL | 132,911 | -1,739 | $9,843 |
| MERCK & CO INC |
88,051 | +13,058 | $9,577 |
| MRK | 88,051 | +13,058 | $9,577 |
| GILEAD SCIENCES INC |
117,333 | +32,681 | $9,520 |
| GILD | 117,333 | +32,681 | $9,520 |
| COSTCO WHSL CORP NEW |
14,296 | +1,239 | $9,480 |
| COST | 14,296 | +1,239 | $9,480 |
| ADOBE INC |
15,710 | +2,224 | $9,356 |
| ADBE | 15,710 | +2,224 | $9,356 |
| DELL TECHNOLOGIES INC |
115,823 | +46,970 | $8,881 |
| DELL | 115,823 | +46,970 | $8,881 |
| MANHATTAN ASSOCIATES INC |
39,571 | +16,229 | $8,570 |
| MANH | 39,571 | +16,229 | $8,570 |
| BANK AMERICA CORP |
248,710 | +65,043 | $8,426 |
| BAC | 248,710 | +65,043 | $8,426 |
| SALESFORCE INC |
31,354 | +2,610 | $8,327 |
| CRM | 31,354 | +2,610 | $8,327 |
| PEPSICO INC |
48,576 | +7,839 | $8,228 |
| PEP | 48,576 | +7,839 | $8,228 |
| COCA COLA CO |
137,818 | +22,375 | $8,097 |
| KO | 137,818 | +22,375 | $8,097 |
| WALMART INC |
50,874 | +7,043 | $8,016 |
| WMT | 50,874 | +7,043 | $8,016 |
| OWENS CORNING NEW |
53,445 | +2,994 | $7,950 |
| OC | 53,445 | +2,994 | $7,950 |
| NETFLIX INC |
15,450 | +2,306 | $7,578 |
| NFLX | 15,450 | +2,306 | $7,578 |
| CISCO SYS INC |
148,394 | +2,646 | $7,491 |
| CSCO | 148,394 | +2,646 | $7,491 |
| HOME DEPOT INC |
21,413 | +7,384 | $7,438 |
| HD | 21,413 | +7,384 | $7,438 |
| ELECTRONIC ARTS INC |
54,242 | +32,819 | $7,418 |
| EA | 54,242 | +32,819 | $7,418 |
| CARDINAL HEALTH INC |
71,450 | +71,450 | $7,165 |
| CAH | 71,450 | +71,450 | $7,165 |
| THERMO FISHER SCIENTIFIC INC |
13,321 | +1,905 | $7,099 |
| TMO | 13,321 | +1,905 | $7,099 |
| ADVANCED MICRO DEVICES INC |
47,587 | +9,443 | $7,079 |
| AMD | 47,587 | +9,443 | $7,079 |
| CHENIERE ENERGY INC |
41,183 | -18,078 | $7,043 |
| LNG | 41,183 | -18,078 | $7,043 |
| HEWLETT PACKARD ENTERPRISE C |
405,964 | +121,269 | $6,970 |
| HPE | 405,964 | +121,269 | $6,970 |
| EVEREST GROUP LTD |
19,570 | +19,570 | $6,901 |
| EG | 19,570 | +19,570 | $6,901 |
| PINTEREST INC |
176,275 | +61,984 | $6,794 |
| PINS | 176,275 | +61,984 | $6,794 |
| ABBOTT LABS |
60,449 | +9,017 | $6,674 |
| ABT | 60,449 | +9,017 | $6,674 |
| PACCAR INC |
67,360 | -36,084 | $6,590 |
| PCAR | 67,360 | -36,084 | $6,590 |
| VERIZON COMMUNICATIONS INC |
175,399 | +23,271 | $6,576 |
| VZ | 175,399 | +23,271 | $6,576 |
See Full List: All Stocks Held By Vinva Investment Management Ltd
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Vinva Investment Management Ltd
|
Size ($ in 1000's)
At 12/31/2023: $1,442,019 At 09/30/2023: $1,052,192 Vinva Investment Management Ltd holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Vinva Investment Management Ltd 13F filings. Link to 13F filings: SEC filings |
