Convergence Investment Partners, LLC Portfolio Holdings
Convergence Investment Partners, LLC
- $431 Million
- Q4 2024
Convergence Investment Partners, LLC has filed its 13F form on January 31, 2025 for Q4 2024 where it was disclosed a total value porftolio of $431 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 $15.3M, Alphabet Inc. with a value of $11.5M, Amazon Com Inc with a value of $11.4M, Broadcom Inc. with a value of $10.4M, and Meta Platforms, Inc. with a value of $10.3M.
Examining the 13F form we can see an increase of $66.1M in the current position value, from $365M to 431M.
Below you can find more details about Convergence Investment Partners, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$431 Million
Technology: $121 Million
Financial Services: $69 Million
Healthcare: $50.5 Million
Consumer Cyclical: $43 Million
Communication Services: $42.2 Million
Industrials: $33.5 Million
Consumer Defensive: $25.4 Million
Energy: $18.8 Million
Other: $28.3 Million
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
Summary
- Portfolio
- No. of Stocks 250
- Current Value $431 Million
- Prior Value $365 Million
- Filing
- Period Q4 2024
- Filing Date January 31, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 58 stocks
- Additional Purchases 104 stocks
- Sold out of 0 stocks
- Reduced holdings in 85 stocks