Convergence Investment Partners, LLC Portfolio Holdings
Convergence Investment Partners, LLC
- $380 Million
- Q2 2025
Convergence Investment Partners, LLC has filed its 13F form on August 01, 2025 for Q2 2025 where it was disclosed a total value porftolio of $380 Million distributed in 233 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $11.8M, Meta Platforms, Inc. with a value of $8.83M, Microsoft Corp with a value of $8.53M, International Business Machines Corp with a value of $8.34M, and Amazon Com Inc with a value of $7.78M.
Examining the 13F form we can see an increase of $29.6M in the current position value, from $350M to 380M.
Below you can find more details about Convergence Investment Partners, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$380 Million
Technology: $106 Million
Financial Services: $63.4 Million
Healthcare: $43.1 Million
Communication Services: $34.5 Million
Consumer Cyclical: $32.4 Million
Industrials: $30.1 Million
Consumer Defensive: $24.3 Million
Energy: $18 Million
Other: $28.2 Million
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
Summary
- Portfolio
- No. of Stocks 233
- Current Value $380 Million
- Prior Value $350 Million
- Filing
- Period Q2 2025
- Filing Date August 01, 2025
- Form Type 13F-HR
- Activity in Q2 2025
- New Purchases 54 stocks
- Additional Purchases 62 stocks
- Sold out of 0 stocks
- Reduced holdings in 115 stocks