Institutional Fund
Convergence Investment Partners, LLC
Palm Beach Gardens, FLCIK 14561335 filings on record
Portfolio Value
$610.68M
Q1 2026
Holdings
235
Reported positions
New Buys
47
Opened this quarter
QoQ Change
+21.4%
from $502.93M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Nvidia Corporation3.1%
- Broadcom Inc2.2%
- Alphabet Inc1.9%
- Alphabet Inc1.9%
- Amazon Com Inc1.8%
- Lam Research Corp1.8%
- Other87.3%
Portfolio Holdings
235 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corporation | 109.2K | $19.05M | 3.1% | +18.9K | Added |
| 2 | Broadcom Inc | 43.2K | $13.37M | 2.2% | +12.1K | Added |
| 3 | Alphabet Inc | 40.7K | $11.71M | 1.9% | +7.9K | Added |
| 4 | Alphabet Inc | 39.9K | $11.43M | 1.9% | +9.1K | Added |
| 5 | Amazon Com Inc | 52.5K | $10.94M | 1.8% | +23.6K | Added |
| 6 | Lam Research Corp | 50.9K | $10.87M | 1.8% | +11.6K | Added |
| 7 | At&T Inc | 324.8K | $9.42M | 1.5% | +80.8K | Added |
| 8 | Microsoft Corp | 24.1K | $8.93M | 1.5% | +4.9K | Added |
| 9 | Micron Technology Inc | 25.0K | $8.44M | 1.4% | −9.2K | Reduced |
| 10 | Apple Inc | 32.8K | $8.33M | 1.4% | +783 | Added |
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