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
$3.19B
$450,000 0.1% of portfolio
16,985
Q3 2025 New
$2.82B
$453,000 0.1% of portfolio
3,786
Q3 2025 Added 58.41%
$26.9B
$453,000 0.1% of portfolio
1,203
Q3 2025 Reduced 84.59%
$265B
$422,000 0.1% of portfolio
531
Q3 2025 Reduced 25.0%
$11.3B
$374,000 0.09% of portfolio
3,062
Q3 2025 New
$255B
$373,000 0.09% of portfolio
1,124
Q3 2025 Reduced 2.43%
$140B
$327,000 0.08% of portfolio
1,302
Q3 2025 Reduced 0.46%
$4.66B
$356,000 0.08% of portfolio
11,654
Q3 2025 New
$204B
$343,000 0.08% of portfolio
2,444
Q3 2025 Added 18.07%
$306B
$329,000 0.08% of portfolio
4,966
Q2 2025 Reduced 5.37%
$8.49B
$361,000 0.08% of portfolio
932
Q3 2025 New
$5.2B
$317,000 0.07% of portfolio
4,346
Q3 2025 New
$228B
$315,000 0.07% of portfolio
2,356
Q2 2025 Added 1.68%
$269B
$302,000 0.07% of portfolio
1,264
Q3 2025 Reduced 61.51%
$193B
$299,000 0.07% of portfolio
2,619
Q3 2025 Added 1.04%
$77.2B
$283,000 0.07% of portfolio
1,333
Q3 2025 Reduced 87.91%
$237B
$289,000 0.07% of portfolio
1,221
Q3 2025 Reduced 0.16%
$141B
$300,000 0.07% of portfolio
11,777
Q3 2025 Added 4.22%
$113B
$265,000 0.06% of portfolio
2,803
Q3 2025 Added 19.33%
$183B
$267,000 0.06% of portfolio
948
Q3 2025 Added 0.11%
$136B
$259,000 0.06% of portfolio
609
Q3 2025 Reduced 11.61%
$2.76B
$254,000 0.06% of portfolio
1,706
Q3 2025 Reduced 71.36%
$2.2B
$249,000 0.06% of portfolio
2,462
Q3 2025 New
$328B
$269,000 0.06% of portfolio
897
Q3 2025 Reduced 5.68%
$2.34B
$263,000 0.06% of portfolio
29,331
Q3 2025 New
$197B
$252,000 0.06% of portfolio
1,233
Q3 2025 Reduced 0.72%
$132B
$249,000 0.06% of portfolio
1,012
Q3 2025 Reduced 0.2%
$10.4B
$244,000 0.06% of portfolio
3,638
Q3 2025 New
$268B
$251,000 0.06% of portfolio
1,502
Q3 2025 New
$47.8B
$265,000 0.06% of portfolio
3,941
Q3 2025 Reduced 4.09%
$224B
$261,000 0.06% of portfolio
859
Q2 2025 Reduced 5.71%
$170B
$256,000 0.06% of portfolio
1,778
Q2 2025 Reduced 5.32%
$152B
$215,000 0.05% of portfolio
872
Q3 2025 Added 1.75%
$107B
$206,000 0.05% of portfolio
272
Q3 2025 New
$52.1B
$213,000 0.05% of portfolio
17,820
Q3 2025 Added 30.01%
$222B
$227,000 0.05% of portfolio
469
Q3 2025 New
$78.2B
$204,000 0.05% of portfolio
634
Q3 2025 Added 10.26%
$182B
$205,000 0.05% of portfolio
301
Q2 2025 New
$143B
$213,000 0.05% of portfolio
6,375
Q3 2025 New
$144B
$219,000 0.05% of portfolio
479
Q2 2025 Reduced 4.77%
$33.4B
$124,000 0.03% of portfolio
13,278
Q3 2025 New
Linde PLC
-
$0 0.0% of portfolio
-
Q2 2025 Reduced 6.39%
Lam Research Corp
-
$0 0.0% of portfolio
-
Q3 2025 Added 34.33%
Reddit Inc
-
$0 0.0% of portfolio
-
Q3 2025 New
Coherent Corp
-
$0 0.0% of portfolio
-
Q3 2025 Reduced 83.67%
Arista Networks Inc
-
$0 0.0% of portfolio
-
Q3 2025 Reduced 37.15%
Outfront Media Inc
-
$0 0.0% of portfolio
-
Q3 2025 Reduced 20.57%
Everus Constr Group
-
$0 0.0% of portfolio
-
Q3 2025 New
American Healthcare Reit Inc
-
$0 0.0% of portfolio
-
Q3 2025 Added 14.82%

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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