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Portfolio (Quarterly) Guide ↗

Vinva Investment Management Ltd

· CIK 0001968109
13F Portfolio $8.1B AUM 435 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 113 New 201 Added 112 Reduced 74 Exited
Page 11 of 11  ·  201 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 EAT BRINKER INTL INC Consumer Cyclical 1,216.0 $242K 0.00% +186.0 +18.1% $199.40 +14.8%
Page 11 of 11  ·  201 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 35.7%
Financial Services 14.6%
Consumer Cyclical 11.4%
Healthcare 10.4%
Communication Services 7.6%
Industrials 6.6%
Consumer Defensive 5.0%
Energy 3.8%
Utilities 2.2%
Real Estate 1.6%