Convergence Investment Partners, LLC
Top Portfolio Positions
233 positions ·
$598,049,311 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
109,219 | $19,047,793 | 3.18% |
| AVGO |
Broadcom Inc.
Technology
|
43,202 | $13,371,451 | 2.24% |
| GOOGL |
Alphabet Inc.
Communication Services
|
40,705 | $11,705,129 | 1.96% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
52,513 | $10,936,882 | 1.83% |
| LRCX |
Lam Research Corp
Technology
|
50,898 | $10,874,866 | 1.82% |
| T |
At&T Inc.
Communication Services
|
324,837 | $9,417,024 | 1.57% |
| MSFT |
Microsoft Corp
Technology
|
24,127 | $8,931,091 | 1.49% |
| MU |
Micron Technology Inc
Technology
|
24,984 | $8,440,594 | 1.41% |
| AAPL |
Apple Inc.
Technology
|
32,830 | $8,331,925 | 1.39% |
| BMY |
Bristol Myers Squibb Co
Healthcare
|
136,384 | $8,271,689 | 1.38% |
Portfolio Trend
Holdings in PATH
1 of 1 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,399,629 | 396,363 | Shares | Sole | 2026-05-07 | |
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