Convergence Investment Partners
$1.1B 13F equity value
293 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Convergence Investment Partners covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 197,044 | $39M | 3.7% |
| LRCX | LAM RESEARCH CORP | 64,972 | $28M | 2.7% |
| GOOGL | ALPHABET INC | 58,802 | $21M | 2.0% |
| GOOG | ALPHABET INC | 58,495 | $21M | 2.0% |
| MU | MICRON TECHNOLOGY INC | 17,352 | $20M | 1.9% |
| AMZN | AMAZON COM INC | 82,795 | $20M | 1.9% |
| DELL | DELL TECHNOLOGIES INC | 41,039 | $18M | 1.7% |
| SNDK | SANDISK CORP | 7,121 | $16M | 1.5% |
| CSCO | CISCO SYS INC | 132,636 | $16M | 1.5% |
| AMD | ADVANCED MICRO DEVICES INC | 25,888 | $15M | 1.4% |
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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