Largest positions
| Issuer | Class | Value | Share |
|---|---|---|---|
| Nvidia CorporationCOM | COM | $39.4M | 3.7% |
| Lam Research Corp.COM NEW | COM NEW | $28.2M | 2.7% |
| Alphabet Inc.CAP STK CL A | CAP STK CL A | $21M | 2.0% |
| Alphabet Inc.CAP STK CL C | CAP STK CL C | $20.7M | 2.0% |
| Micron Technology Inc.COM | COM | $20M | 1.9% |
| Amazon Com Inc.COM | COM | $19.7M | 1.9% |
| Dell Technologies Inc.CL C | CL C | $17.7M | 1.7% |
| Sandisk Corp.COM | COM | $16.2M | 1.5% |
| Cisco Sys Inc.COM | COM | $15.6M | 1.5% |
| Advanced Micro Devices Inc.COM | COM | $15M | 1.4% |
| Broadcom Inc.COM | COM | $13M | 1.2% |
| Analog Devices Inc.COM | COM | $12.7M | 1.2% |
| International Business MachsCOM | COM | $11M | 1.0% |
| Amkor Technology Inc.COM | COM | $10.6M | 1.0% |
| Meta Platforms Inc.CL A | CL A | $9.86M | 0.9% |
| Bristol-myers Squibb COCOM | COM | $9.81M | 0.9% |
| State Str Corp.COM | COM | $9.73M | 0.9% |
| Northern TR Corp.COM | COM | $9.58M | 0.9% |
| Bank OF Amer Corp.COM | COM | $9.18M | 0.9% |
| Teradata Corp. DelCOM | COM | $9.13M | 0.9% |
| Fortinet Inc.COM | COM | $9.07M | 0.9% |
| Valero Energy Corp.COM | COM | $9.04M | 0.9% |
| Walmart Inc.COM | COM | $8.95M | 0.8% |
| Merck & CO Inc.COM | COM | $8.79M | 0.8% |
| Bank OF NY Mellon Corp.COM | COM | $8.63M | 0.8% |
| Arista Networks Inc.COM SHS | COM SHS | $8.45M | 0.8% |
| Adobe Inc.COM | COM | $8.3M | 0.8% |
| Roku Inc.COM CL A | COM CL A | $8.28M | 0.8% |
| Flex LtdORD | ORD | $8.28M | 0.8% |
| Marathon Pete Corp.COM | COM | $8.17M | 0.8% |
| Ciena Corp.COM NEW | COM NEW | $8.12M | 0.8% |
| Macys Inc.COM | COM | $8.09M | 0.8% |
| Sphere Entertainment COCL A | CL A | $7.98M | 0.8% |
| Applied Matls Inc.COM | COM | $7.97M | 0.8% |
| Verisign Inc.COM | COM | $7.77M | 0.7% |
| Semtech Corp.COM | COM | $7.68M | 0.7% |
| Johnson & JohnsonCOM | COM | $7.61M | 0.7% |
| Applovin Corp.COM CL A | COM CL A | $7.46M | 0.7% |
| Cardinal Health Inc.COM | COM | $7.45M | 0.7% |
| Phillips 66COM | COM | $7.35M | 0.7% |
| Altria Group Inc.COM | COM | $7.19M | 0.7% |
| Target Corp.COM | COM | $7.17M | 0.7% |
| Archer Daniels Midland COCOM | COM | $7.08M | 0.7% |
| PNC Finl Svcs Group Inc.COM | COM | $6.93M | 0.7% |
| Bread Financial Holdings Inc.COM | COM | $6.65M | 0.6% |
| Exxon Mobil Corp.COM | COM | $6.59M | 0.6% |
| Western Digital Corp.COM | COM | $6.42M | 0.6% |
| Incyte Corp.COM | COM | $6.41M | 0.6% |
| Apple Inc.COM | COM | $6.22M | 0.6% |
| Keysight Technologies Inc.COM | COM | $6.16M | 0.6% |
- Class
- COM
- Share
- 3.7%
- Class
- COM NEW
- Share
- 2.7%
- Class
- CAP STK CL A
- Share
- 2.0%
- Class
- CAP STK CL C
- Share
- 2.0%
- Class
- COM
- Share
- 1.9%
- Class
- COM
- Share
- 1.9%
- Class
- CL C
- Share
- 1.7%
- Class
- COM
- Share
- 1.5%
- Class
- COM
- Share
- 1.5%
- Class
- COM
- Share
- 1.4%
- Class
- COM
- Share
- 1.2%
- Class
- COM
- Share
- 1.2%
- Class
- COM
- Share
- 1.0%
- Class
- COM
- Share
- 1.0%
- Class
- CL A
- Share
- 0.9%
- Class
- COM
- Share
- 0.9%
- Class
- COM
- Share
- 0.9%
- Class
- COM
- Share
- 0.9%
- Class
- COM
- Share
- 0.9%
- Class
- COM
- Share
- 0.9%
- Class
- COM
- Share
- 0.9%
- Class
- COM
- Share
- 0.9%
- Class
- COM
- Share
- 0.8%
- Class
- COM
- Share
- 0.8%
- Class
- COM
- Share
- 0.8%
- Class
- COM SHS
- Share
- 0.8%
- Class
- COM
- Share
- 0.8%
- Class
- COM CL A
- Share
- 0.8%
- Class
- ORD
- Share
- 0.8%
- Class
- COM
- Share
- 0.8%
- Class
- COM NEW
- Share
- 0.8%
- Class
- COM
- Share
- 0.8%
- Class
- CL A
- Share
- 0.8%
- Class
- COM
- Share
- 0.8%
- Class
- COM
- Share
- 0.7%
- Class
- COM
- Share
- 0.7%
- Class
- COM
- Share
- 0.7%
- Class
- COM CL A
- Share
- 0.7%
- Class
- COM
- Share
- 0.7%
- Class
- COM
- Share
- 0.7%
- Class
- COM
- Share
- 0.7%
- Class
- COM
- Share
- 0.7%
- Class
- COM
- Share
- 0.7%
- Class
- COM
- Share
- 0.7%
- Class
- COM
- Share
- 0.6%
- Class
- COM
- Share
- 0.6%
- Class
- COM
- Share
- 0.6%
- Class
- COM
- Share
- 0.6%
- Class
- COM
- Share
- 0.6%
- Class
- COM
- Share
- 0.6%
The share class is shown on a wider screen.
The 50 largest of 241 positions by value, with holdings of the same security combined. The 200 largest are in this firm's machine-readable record. Share counts and quarter-on-quarter changes for each position are on EDGAR. View the full information table on EDGAR
This filing
- Form
- 13F-HR
- CIK
- 1456133
- File number
- 028-13404
- Options
- 0 call, 0 put
- In the 25 largest
- 34.4%
Common questions
What are Convergence Investment Partners’ 13F holdings worth?
$1.06 billion across 241 positions for the quarter ended 30 June 2026.
What is Convergence Investment Partners’ largest 13F holding?
NVIDIA CORPORATION (COM) was the largest position at $39.4 million, or 3.7% of reported 13F value, as of 30 June 2026.
How concentrated is Convergence Investment Partners’ 13F portfolio?
The ten largest positions accounted for 20.2% of reported value and the twenty-five largest for 34.4%, across 241 positions as of 30 June 2026.
Does Form 13F show everything Convergence Investment Partners manages?
No. Form 13F covers only long positions in exchange-traded securities over which the manager has investment discretion, valued at quarter end. It excludes cash, most bonds, private funds, and any assets the firm does not have discretion over, so it is neither the firm's total assets nor any individual client's portfolio.
How often does Convergence Investment Partners file its 13F?
Every quarter. Managers file within 45 days of each quarter's end, so the figures are a snapshot that changes between filings. This page shows the quarter ended 30 June 2026.
Answered from this filing and the prior quarter's.