Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Convergence Investment Partners, LLC (CIK 1456133) reported $610.7M across 235 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: NVDA ($19.0M, 3.12%), AVGO ($13.4M, 2.19%), GOOGL ($11.7M, 1.92%), GOOG ($11.4M, 1.87%), AMZN ($10.9M, 1.79%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $19.0M | 3.12% | 109,219 | Added |
| 2 | AVGO | BROADCOM INC | $13.4M | 2.19% | 43,202 | Added |
| 3 | GOOGL | ALPHABET INC | $11.7M | 1.92% | 40,705 | Added |
| 4 | GOOG | ALPHABET INC | $11.4M | 1.87% | 39,857 | Added |
| 5 | AMZN | AMAZON COM INC | $10.9M | 1.79% | 52,513 | Added |
| 6 | LRCX | LAM RESEARCH CORP | $10.9M | 1.78% | 50,898 | Added |
| 7 | T | AT&T INC | $9.4M | 1.54% | 324,837 | Added |
| 8 | MSFT | MICROSOFT CORP | $8.9M | 1.46% | 24,127 | Added |
| 9 | MU | MICRON TECHNOLOGY INC | $8.4M | 1.38% | 24,984 | Trimmed |
| 10 | AAPL | APPLE INC | $8.3M | 1.36% | 32,830 | Added |
| 11 | BMY | BRISTOL-MYERS SQUIBB CO | $8.3M | 1.35% | 136,384 | Added |
| 12 | AMD | ADVANCED MICRO DEVICES INC | $8.1M | 1.33% | 39,905 | Added |
| 13 | XOM | EXXON MOBIL CORP | $8.0M | 1.30% | 46,928 | Added |
| 14 | DELL | DELL TECHNOLOGIES INC | $7.4M | 1.21% | 44,982 | Added |
| 15 | VLO | VALERO ENERGY CORP | $7.0M | 1.15% | 28,465 | Added |
| 16 | CIEN | CIENA CORP | $6.7M | 1.10% | 17,251 | Trimmed |
| 17 | WMT | WALMART INC | $6.7M | 1.09% | 53,800 | Added |
| 18 | IBM | INTERNATIONAL BUSINESS MACHS | $6.5M | 1.07% | 26,946 | Trimmed |
| 19 | PSX | PHILLIPS 66 | $6.2M | 1.02% | 34,038 | Added |
| 20 | SNDK | SANDISK CORP | $6.1M | 0.99% | 9,535 | New |
| 21 | CSCO | CISCO SYS INC | $6.0M | 0.98% | 77,287 | Added |
| 22 | META | META PLATFORMS INC | $5.7M | 0.94% | 10,016 | Trimmed |
| 23 | MRK | MERCK & CO INC | $5.6M | 0.92% | 46,800 | Added |
| 24 | WDC | WESTERN DIGITAL CORP | $5.5M | 0.89% | 20,176 | New |
| 25 | BAC | BANK AMERICA CORP | $5.4M | 0.88% | 110,451 | Added |
Source: SEC Form 13F filings · as of 2026-03-31