Vinva Investment Management Ltd

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-14
Total Holdings: 380
Total Value: 2517666863
Accession Number: 0001754960-25-000300
Form Type: 13F-HR
CIK: 0001968109
Manager Name: Vinva Investment Management Ltd

Data Enrichment

99% identified

378 identified2 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

380 positions • $2,517,666.863K total value

380 positions

Manager:

SEC FilingSEC DataHachi Filing

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O REILLY AUTOMOTIVE INC

ORLY|67103H107

1761(+738.6%)

Value:

$2.5B(+901.1%)

TransDigm Group INC

TDG|893641100

1794(+12.7%)

Value:

$2.5B(+21.3%)

Cloudflare, Inc.

NET|18915M107

21440(+40.2%)

Value:

$2.5B(+47.8%)

Public Storage

PSA|74460D109

8313(+3.9%)

Value:

$2.4B(+3.4%)

KIMBERLY CLARK CORP

KMB|494368103

17099(+1.1%)

Value:

$2.4B(+8.9%)

TEXAS INSTRUMENTS INC

TXN|882508104

13625(+54.2%)

Value:

$2.4B(+44.6%)

FAIR ISAAC CORP

FICO|303250104

1297(-44.8%)

Value:

$2.4B(-49.7%)

Arista Networks, Inc.

ANET|040413205

29912

Value:

$2.3B

Verisk Analytics, Inc.

VRSK|92345Y106

7910(-18.8%)

Value:

$2.3B(-13.3%)

Discover Financial Services

DFS|254709108

14671(+21.1%)

Value:

$2.3B(+11.4%)

HUBSPOT INC

HUBS|443573100

3912(-23.7%)

Value:

$2.3B(-36.5%)

CISCO SYSTEMS, INC.

CSCO|17275R102

36901(-43.0%)

Value:

$2.2B(-41.3%)

Mondelez International, Inc.

MDLZ|609207105

33060(-50.6%)

Value:

$2.2B(-43.9%)

CARRIER GLOBAL Corp

CARR|14448C104

35246

Value:

$2.2B

RESMED INC

RMD|761152107

10062(+16.8%)

Value:

$2.2B(+11.9%)

US BANCORP \DE\

USB|902973304

51525(-8.8%)

Value:

$2.2B(-20.2%)

ARCH CAPITAL GROUP LTD.

ACGL|G0450A105

22776(+14.0%)

Value:

$2.2B(+17.9%)

TARGET CORP

TGT|87612E106

20495(+2.6%)

Value:

$2.1B(-21.2%)

Phillips 66

PSX|718546104

17349(+0.6%)

Value:

$2.1B(+9.4%)

PNC FINANCIAL SERVICES GROUP, INC.

PNC|693475105

12253(+1.2%)

Value:

$2.1B(-9.6%)

Instrument	Shares		Other Manager	Value
O Reilly Automotive Inc(ORLYcusip67103H107)	1.8K	QoQ +738.57% (+1.6K) YoY +16.93% (+255)	All Managers (Combined)	$2.5M	QoQ +901.06% (+$2.2M) YoY +45.90% (+$780.4K)
Transdigm Group Inc(TDGcusip893641100)	1.8K	QoQ +12.68% (+202) YoY +174.31% (+1.1K)	All Managers (Combined)	$2.5M	QoQ +21.25% (+$433.1K) YoY +206.74% (+$1.7M)
Cloudflare, Inc.(NETcusip18915M107)	21.4K	QoQ +40.24% (+6.2K) YoY -24.80% (-7.1K)	All Managers (Combined)	$2.5M	QoQ +47.82% (+$797.1K) YoY -10.75% (-$296.9K)
Public Storage(PSAcusip74460D109)	8.3K	QoQ +3.88% (+311) YoY +41.81% (+2.5K)	All Managers (Combined)	$2.4M	QoQ +3.38% (+$80.0K) YoY +43.91% (+$746.8K)
Kimberly Clark Corp(KMBcusip494368103)	17.1K	QoQ +1.12% (+191) YoY +33.92% (+4.3K)	All Managers (Combined)	$2.4M	QoQ +8.94% (+$197.5K) YoY +45.68% (+$754.5K)
Texas Instruments Inc(TXNcusip882508104)	13.6K	QoQ +54.18% (+4.8K) YoY NEW(+13.6K)	All Managers (Combined)	$2.4M	QoQ +44.64% (+$741.5K) YoY NEW(+$2.4M)
Fair Isaac Corp(FICOcusip303250104)	1.3K	QoQ -44.83% (-1.1K) YoY +39.76% (+369)	All Managers (Combined)	$2.4M	QoQ -49.71% (-$2.4M) YoY +105.26% (+$1.2M)
Arista Networks, Inc.(ANETcusip040413205)	29.9K	QoQ NEW(+29.9K) YoY NEW(+29.9K)	All Managers (Combined)	$2.3M	QoQ NEW(+$2.3M) YoY NEW(+$2.3M)
Verisk Analytics, Inc.(VRSKcusip92345Y106)	7.9K	QoQ -18.81% (-1.8K) YoY -87.40% (-54.9K)	All Managers (Combined)	$2.3M	QoQ -13.26% (-$356.4K) YoY -84.26% (-$12.5M)
Discover Financial Services(DFScusip254709108)	14.7K	QoQ +21.07% (+2.6K) YoY NEW(+14.7K)	All Managers (Combined)	$2.3M	QoQ +11.45% (+$239.3K) YoY NEW(+$2.3M)
Hubspot Inc(HUBScusip443573100)	3.9K	QoQ -23.69% (-1.2K) YoY +32.65% (+963)	All Managers (Combined)	$2.3M	QoQ -36.50% (-$1.3M) YoY +23.24% (+$429.5K)
Cisco Systems, Inc.(CSCOcusip17275R102)	36.9K	QoQ -42.95% (-27.8K) YoY -64.87% (-68.2K)	All Managers (Combined)	$2.2M	QoQ -41.34% (-$1.6M) YoY -57.16% (-$3.0M)
Mondelez International, Inc.(MDLZcusip609207105)	33.1K	QoQ -50.62% (-33.9K) YoY -35.10% (-17.9K)	All Managers (Combined)	$2.2M	QoQ -43.86% (-$1.7M) YoY -37.22% (-$1.3M)
Carrier Global Corp(CARRcusip14448C104)	35.2K	QoQ NEW(+35.2K) YoY NEW(+35.2K)	All Managers (Combined)	$2.2M	QoQ NEW(+$2.2M) YoY NEW(+$2.2M)
Resmed Inc(RMDcusip761152107)	10.1K	QoQ +16.79% (+1.4K) YoY +108.97% (+5.2K)	All Managers (Combined)	$2.2M	QoQ +11.93% (+$235.9K) YoY +132.09% (+$1.3M)
Us Bancorp \De\(USBcusip902973304)	51.5K	QoQ -8.85% (-5.0K) YoY +8.28% (+3.9K)	All Managers (Combined)	$2.2M	QoQ -20.17% (-$550.3K) YoY +2.37% (+$50.5K)
Arch Capital Group Ltd.(ACGLcusipG0450A105)	22.8K	QoQ +13.99% (+2.8K) YoY -71.20% (-56.3K)	All Managers (Combined)	$2.2M	QoQ +17.92% (+$329.1K) YoY -70.38% (-$5.1M)
Target Corp(TGTcusip87612E106)	20.5K	QoQ +2.60% (-521) YoY +16.68% (-2.9K)	All Managers (Combined)	$2.1M	QoQ -21.24% (-$573.2K) YoY -31.74% (-$988.2K)
Phillips 66(PSXcusip718546104)	17.3K	QoQ +0.62% (+107) YoY NEW(+17.3K)	All Managers (Combined)	$2.1M	QoQ +9.39% (+$181.5K) YoY NEW(+$2.1M)
Pnc Financial Services Group, Inc.(PNCcusip693475105)	12.3K	QoQ +1.23% (-150) YoY -17.12% (-2.5K)	All Managers (Combined)	$2.1M	QoQ -9.61% (-$224.1K) YoY -11.85% (-$283.2K)