Vista Investment Partners Ii, LLC Portfolio Holdings

Vista Investment Partners Ii, LLC

  • $181 Billion
  • Q1 2025

Vista Investment Partners Ii, LLC has filed its 13F form on April 24, 2025 for Q1 2025 where it was disclosed a total value porftolio of $181 Billion distributed in 131 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microstrategy Inc with a value of $11.8B, Eli Lilly & CO with a value of $9.53B, Vanguard Index Fds S&P 500 ETF with a value of $5.63B, Sprouts Farmers Market, Inc. with a value of $5.15B, and Nvidia Corp with a value of $4.71B.

Examining the 13F form we can see an increase of $11.5B in the current position value, from $169B to 181B.

Vista Investment Partners Ii, LLC is based out at Richmond, IN

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

Portfolio value $181 Billion
Technology: $37.1 Billion
Financial Services: $29.3 Billion
Consumer Cyclical: $22.2 Billion
Healthcare: $22.1 Billion
ETFs: $20.3 Billion
Industrials: $19.4 Billion
Consumer Defensive: $14.1 Billion
Communication Services: $3.42 Billion
Other: $4.85 Billion

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$70.5B
$205 Million 0.11% of portfolio
1,583
Q1 2025 New
$138B
$204 Million 0.11% of portfolio
863
Q1 2025 New
$23.8B
$202 Million 0.11% of portfolio
1,367
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 131
  • Current Value $181 Billion
  • Prior Value $169 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 24, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 14 stocks
  • Additional Purchases 64 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 41 stocks
Track This Portfolio

Track Vista Investment Partners Ii, LLC Portfolio

Follow Vista Investment Partners Ii, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Vista Investment Partners Ii, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Vista Investment Partners Ii, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email