Convergence Investment Partners, LLC Portfolio Holdings

Convergence Investment Partners, LLC

  • $432 Million
  • Q3 2025

Convergence Investment Partners, LLC has filed its 13F form on November 04, 2025 for Q3 2025 where it was disclosed a total value porftolio of $432 Million distributed in 250 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $14.6M, Apple Inc. with a value of $9.64M, Broadcom Inc. with a value of $9.35M, Alphabet Inc. with a value of $8.8M, and Microsoft Corp with a value of $8.52M.

Examining the 13F form we can see an increase of $52.3M in the current position value, from $380M to 432M.

Below you can find more details about Convergence Investment Partners, LLC portfolio as well as his latest detailed transactions.

Portfolio value $432 Million
Technology: $122 Million
Financial Services: $66.8 Million
Healthcare: $47.4 Million
Communication Services: $40.4 Million
Consumer Cyclical: $39.9 Million
Industrials: $38.9 Million
Consumer Defensive: $21.4 Million
Energy: $21.1 Million
Other: $34.4 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$474B
$14.6 Million 3.38% of portfolio
78,361
Q3 2025 Added 4.75%
$4.38T
$9.64 Million 2.23% of portfolio
37,877
Q3 2025 Added 106.67%
$139B
$9.35 Million 2.16% of portfolio
28,351
Q3 2025 Added 1.94%
$1.65T
$8.8 Million 2.04% of portfolio
36,193
Q3 2025 Reduced 13.98%
$3.8T
$8.52 Million 1.97% of portfolio
16,447
Q3 2025 Reduced 4.12%
$274B
$8.38 Million 1.94% of portfolio
29,710
Q3 2025 Added 5.03%
$1.37T
$8.01 Million 1.85% of portfolio
10,904
Q3 2025 Reduced 8.89%
$2.39T
$7.54 Million 1.74% of portfolio
34,328
Q3 2025 Reduced 3.18%
$89.3B
$6.48 Million 1.5% of portfolio
59,465
Q3 2025 Added 7.31%
$411B
$6.4 Million 1.48% of portfolio
27,635
Q3 2025 Added 11.49%
$182B
$5.83 Million 1.35% of portfolio
206,581
Q3 2025 Added 12.43%
$1.69T
$5.72 Million 1.32% of portfolio
23,471
Q3 2025 Added 161.22%
$104B
$5.47 Million 1.26% of portfolio
82,775
Q3 2025 Added 3.41%
$163B
$5.12 Million 1.18% of portfolio
7,124
Q3 2025 Reduced 5.59%
$891B
$5.01 Million 1.16% of portfolio
15,890
Q3 2025 Reduced 8.39%
$29.4B
$4.75 Million 1.1% of portfolio
193,322
Q3 2025 Added 188.26%
$53.8B
$4.63 Million 1.07% of portfolio
29,516
Q3 2025 Reduced 5.15%
$99.2B
$4.57 Million 1.06% of portfolio
101,360
Q3 2025 Added 32.9%
$422B
$4.43 Million 1.02% of portfolio
85,877
Q3 2025 Added 8.59%
$278B
$4.18 Million 0.97% of portfolio
40,556
Q3 2025 Reduced 31.37%
$70.1B
$4.19 Million 0.97% of portfolio
24,591
Q3 2025 Added 11.53%
$3.29B
$4.16 Million 0.96% of portfolio
243,407
Q3 2025 New
$323B
$3.71 Million 0.86% of portfolio
44,235
Q3 2025 Reduced 6.27%
$32.9B
$3.71 Million 0.86% of portfolio
52,186
Q3 2025 Reduced 8.92%
$68.5B
$3.58 Million 0.83% of portfolio
26,339
Q3 2025 Added 114.31%
$497B
$3.49 Million 0.81% of portfolio
30,943
Q3 2025 Added 1.72%
$195B
$3.42 Million 0.79% of portfolio
20,556
Q3 2025 Reduced 0.25%
$154B
$3.35 Million 0.77% of portfolio
9,495
Q3 2025 New
$14.1B
$3.26 Million 0.75% of portfolio
56,841
Q3 2025 New
$342B
$3.15 Million 0.73% of portfolio
17,276
Q3 2025 Added 30.83%
$309B
$3.06 Million 0.71% of portfolio
19,714
Q3 2025 Added 15.7%
$10.7B
$3.02 Million 0.7% of portfolio
131,684
Q3 2025 New
$26.8B
$3.03 Million 0.7% of portfolio
10,822
Q3 2025 Reduced 6.48%
$2.01B
$3.03 Million 0.7% of portfolio
81,961
Q3 2025 New
$161B
$2.97 Million 0.69% of portfolio
2,758
Q3 2025 Reduced 34.27%
$121B
$2.88 Million 0.67% of portfolio
11,719
Q3 2025 Reduced 20.55%
$4.67B
$2.71 Million 0.63% of portfolio
47,151
Q3 2025 Reduced 3.81%
$38.8B
$2.66 Million 0.62% of portfolio
16,446
Q3 2025 Reduced 27.53%
$27.2B
$2.66 Million 0.62% of portfolio
45,932
Q3 2025 Reduced 14.31%
$14B
$2.56 Million 0.59% of portfolio
7,931
Q3 2025 Added 128.1%
$292B
$2.56 Million 0.59% of portfolio
5,358
Q3 2025 Reduced 4.71%
$12B
$2.49 Million 0.58% of portfolio
24,887
Q3 2025 New
$21.2B
$2.53 Million 0.58% of portfolio
17,369
Q3 2025 Reduced 37.59%
$6B
$2.47 Million 0.57% of portfolio
35,860
Q3 2025 New
$127B
$2.44 Million 0.56% of portfolio
25,639
Q3 2025 Added 6.07%
$8.04B
$2.41 Million 0.56% of portfolio
7,622
Q3 2025 Added 124.24%
$62.7B
$2.42 Million 0.56% of portfolio
29,341
Q3 2025 Added 3.71%
$241B
$2.4 Million 0.56% of portfolio
14,814
Q3 2025 Added 2.48%
$7.1B
$2.42 Million 0.56% of portfolio
277,559
Q3 2025 Added 28.49%

Summary

  • Portfolio
  • No. of Stocks 250
  • Current Value $432 Million
  • Prior Value $380 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 04, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 66 stocks
  • Additional Purchases 84 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 93 stocks
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