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Convergence Investment Partners, LLC
Convergence Investment Partners, LLC is a U.S. investment adviser focused on meeting or exceeding clients’ investment objectives through fundamental equity research and systematic stock selection, leveraging a blend of traditional stock picking and advanced technology.
Investment Strategy
Fundamental stock picking combined with advanced, systematic stock selection strategies to achieve results across market cycles.
Latest 13F Filing Activity
Convergence Investment Partners, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 232 equity positions with a total 13F market value of $394M. The fund increased holdings in Netflix Inc., Kla Corp., Microsoft Corp. among other positions. Convergence Investment Partners, LLC reduced exposure to Qualcomm Inc., Fox Corp., Tyson Foods Inc. among others.
Top Holdings
Equity Positions (232)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
N NVDA | NVIDIA CORPORATION | 3.00% | $11.8M | 74,805 | $76.79 | $157.99 | +$3.2M |
M META | META PLATFORMS INC | 2.24% | $8.8M | 11,968 | $421.20 | $738.09 | +$1.9M |
M MSFT | MICROSOFT CORP | 2.16% | $8.5M | 17,154 | $278.09 | $497.41 | +$3.6M |
I IBM | INTERNATIONAL BUSINESS MACHS | 2.11% | $8.3M | 28,286 | $172.93 | $294.78 | +$1.4M |
A AMZN | AMAZON COM INC | 1.97% | $7.8M | 35,457 | $160.84 | $219.39 | +$329.1K |
Industry Allocation
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