Convergence Investment Partners, LLC
Top Portfolio Positions
234 positions ·
$599,247,311 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
109,219 | $19,047,793 | 3.18% | |
| AVGO |
Broadcom Inc.
Technology
|
43,202 | $13,371,451 | 2.23% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
40,705 | $11,705,129 | 1.95% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
52,513 | $10,936,882 | 1.83% | |
| LRCX |
Lam Research Corp
Technology
|
50,898 | $10,874,866 | 1.81% | |
| 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
25 quarters · across all stocks
Holdings in SNEX
Shares Held
Position Value (USD)
9 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,772,807 | 46,780 | Shares | Sole | 2026-05-07 | |
| 2025-06-30 | $1,345,469 | 22,144 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $1,157,869 | 22,739 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $1,000,686 | 22,982 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $782,190 | 21,494 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $519,605 | 15,524 | Shares | Sole | 2024-08-01 | |
| 2023-12-31 | $117,602 | 3,584 | Shares | Sole | 2024-02-05 | |
| 2023-03-31 | $75,707 | 2,468 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $95,412 | 3,379 | Shares | Sole | 2023-02-03 | |
| No 13F history on record for this holder in this stock. | ||||||