Convergence Investment Partners

$1.1B 13F equity value
293 Holdings
Latest filing 2026-06-30

Top Holdings

TickerCompanySharesValueWeight
NVDANVIDIA CORPORATION197,044$39M3.7%
LRCXLAM RESEARCH CORP64,972$28M2.7%
GOOGLALPHABET INC58,802$21M2.0%
GOOGALPHABET INC58,495$21M2.0%
MUMICRON TECHNOLOGY INC17,352$20M1.9%
AMZNAMAZON COM INC82,795$20M1.9%
DELLDELL TECHNOLOGIES INC41,039$18M1.7%
SNDKSANDISK CORP7,121$16M1.5%
CSCOCISCO SYS INC132,636$16M1.5%
AMDADVANCED MICRO DEVICES INC25,888$15M1.4%

Track Convergence Investment Partners's 13F portfolio: $1.1B in reported holdings, 293 positions. Top holdings and quarterly changes on SentiSense.

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