13F Pro13F Pro

Convergence Investment Partners, LLC

Institutional InvestorSimilar funds →SEC EDGAR: CIK 1456133
Institutional-grade research for retail investors

Sector Allocation

  • Technology41.3%$435.6M
  • Financials13.3%$140.4M
  • Healthcare9.8%$103.3M
  • Industrials7.7%$81.6M
  • Consumer Discretionary7.2%$75.8M
  • Consumer Staples5.3%$55.5M
  • Energy4.9%$51.8M
  • Materials3.2%$33.4M
  • Communication Services2.8%$29.4M
  • Real Estate2.4%$25.5M

AUM History

13fpro.ai/research/fund/convergence-investment-partners-llc-1456133

Conviction and streaks

Concentrating · top 10 = 20.2%

From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.

NVDA$NVDAConviction hold3.7% weight · held 10 quartersLRCX$LRCXConviction hold2.7% weight · held 7 quartersGOOG$GOOGConviction hold2.0% weight · held 10 quartersGOOG$GOOGConviction hold2.0% weight · held 10 quartersMU$MUConviction hold1.9% weight · held 4 quartersVLO$VLOAccumulating+137% shares · 6 quarters runningF$FAccumulating+1745% shares · 6 quarters runningRGA$RGAAccumulating+579% shares · 6 quarters runningLRCX$LRCXAccumulating+218% shares · 5 quarters runningINCY$INCYAccumulating+1418% shares · 5 quarters runningCOST$COSTTrimming-59% shares · 9 quarters runningNTAP$NTAPTrimming-61% shares · 8 quarters runningLLY$LLYTrimming-73% shares · 8 quarters runningCAT$CATTrimming-93% shares · 8 quarters runningAXP$AXPTrimming-82% shares · 8 quarters running

Largest positions — Q2 2026

Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.

13fpro.ai/research/fund/convergence-investment-partners-llc-1456133

Convergence Investment Partners, LLC 13F holdings — Q2 2026

$1.1B portfolio (+72.8% QoQ) · 241 holdings · Q2 2026 13F · top 10 are 20% of the stock portfolio

All holdings — Convergence Investment Partners, LLC (Q2 2026)

241 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.

Company
AVGO$AVGOBroadcom Inc.$13.0M-21%
ADI$ADIANALOG DEVICES INC$12.7MNew
IBM$IBMINTERNATIONAL BUSINESS MACHINES CORP$11.0M+46%
AMKR$AMKRAMKOR TECHNOLOGY, INC.$10.6M+97%
META$METAMeta Platforms, Inc.$9.9M+75%
BMY$BMYBRISTOL MYERS SQUIBB CO$9.8M+25%
STT$STTSTATE STREET CORP$9.7M+36%
NTRS$NTRSNORTHERN TRUST CORP$9.6M+52%
BAC$BACBANK OF AMERICA CORP /DE/$9.2M+46%
TDC$TDCTERADATA CORP /DE/$9.1M+57%
FTNT$FTNTFortinet, Inc.$9.1M+6%
VLO$VLOVALERO ENERGY CORP/TX$9.0M+22%
WMT$WMTWalmart Inc.$8.9M+47%
MRK$MRKMerck & Co., Inc.$8.8M+46%
BNY$BNYBank of New York Mellon Corp$8.6M+40%

What changed in Q2 2026

Against the previous quarter's 13F: 57 new, 107 added to, 76 trimmed, 51 sold out. Share-count changes; largest moves by dollar size first.

New positions (57)

  • ADI$ADIANALOG DEVICES INC$12.7M

    first bought this quarter

  • ANET$ANETArista Networks, Inc.$8.4M

    first bought this quarter

  • ADBE$ADBEADOBE INC.$8.3M

    first bought this quarter

  • SMTC$SMTCSEMTECH CORP$7.7M

    first bought this quarter

  • TGT$TGTTARGET CORP$7.2M

    first bought this quarter

  • EVR$EVREvercore Inc.$6.0M

    first bought this quarter

+51 more in the Excel export

Added to (107)

  • NVDA$NVDANVIDIA CORP+80%

    now $39.4M · held 10+ qtrs, 4 adds in a row

  • AMZN$AMZNAMAZON COM INC+58%

    now $19.7M · held 10+ qtrs, 2 adds in a row

  • AMAT$AMATAPPLIED MATERIALS INC /DE+912%

    now $8.0M · held 5 qtrs

  • GOOG$GOOGAlphabet Inc.+47%

    now $20.7M · held 10+ qtrs, 4 adds in a row

  • CSCO$CSCOCISCO SYSTEMS, INC.+72%

    now $15.6M · held 10+ qtrs, 3 adds in a row

  • GOOGL$GOOGLAlphabet Inc.+44%

    now $21.0M · held 10+ qtrs, 2 adds in a row

+101 more in the Excel export

Trimmed (76)

  • MU$MUMICRON TECHNOLOGY INC-31%

    now $20.0M · held 4 qtrs, 2 trims in a row

  • AMD$AMDADVANCED MICRO DEVICES INC-35%

    now $15.0M · held 5 qtrs

  • WDC$WDCWESTERN DIGITAL CORP-50%

    now $6.4M · held 2 qtrs

  • SNDK$SNDKSandisk Corp-25%

    now $16.2M · held 2 qtrs

  • MSFT$MSFTMICROSOFT CORP-41%

    now $5.3M · held 10+ qtrs

  • GLW$GLWCORNING INC /NY-93%

    now $286K

+70 more in the Excel export

Sold out (51)

  • SCHW$SCHWSCHWAB CHARLES CORPwas $3.3M

    held 5 qtrs

  • AMG$AMGAFFILIATED MANAGERS GROUP, INC.was $3.1M

    held 2 qtrs

  • HALO$HALOHALOZYME THERAPEUTICS, INC.was $2.4M

    held 8 qtrs

  • POWL$POWLPOWELL INDUSTRIES INCwas $2.4M

    held 2 qtrs

  • TPC$TPCTUTOR PERINI CORPwas $2.2M

    held 3 qtrs

  • ECG$ECGEverus Construction Group, Inc.was $2.2M

+45 more in the Excel export

Firm AUM (Form ADV): $523.6M as of 2025-12-31 · SEC IAPD

Share

Holdings by quarter

Every 13F Convergence Investment Partners, LLC has filed, 41 earlier quarters. Pick one to see what it held then.

Email me the moment this fund files its next 13FPro

Is it too late to follow Convergence Investment Partners?

Q2 2026 13F filed with the SEC on Jul 31, 2026. Prices are closing prices as of Oct 26, 2026.

Average quality of Convergence Investment Partners's top 20 holdings: 77/100 (our AI quality score, weighted by position size; 20 of the 20 are scored)

Top 10 since filing

-1.3%

Value-weighted move of the 10 largest stock positions

Turnover

20%

Last quarter; 84% over the last 4

Top 10 weight

20%

Share of the stock portfolio in its 10 largest positions

Held 4+ quarters

61%

Share of portfolio value in positions held a year or more

Highest-quality names it owns(among its 100 largest positions)

The 8 highest-scoring companies in this portfolio are a Pro feature.

How these are measured
  • Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
  • Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
  • Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
  • Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
  • Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.

Portfolio Overview

Convergence Investment Partners, LLC disclosed 241 positions worth $1.1B in its Form 13F-HR for Q2 2026, led by $NVDA (NVIDIA CORP) at 3.7% of the equity portfolio, followed by $LRCX and $GOOGL. During the quarter the fund opened 57 new positions and exited 51 — including a new stake in $ADI and a full exit from $SCHW. The portfolio is most concentrated in Technology (41.3% of disclosed assets). All figures are sourced directly from Convergence Investment Partners, LLC’s Form 13F-HR filing with the SEC under CIK 1456133.

Funds like this

managers whose biggest positions overlap Convergence Investment Partners's
LSV ASSET MANAGEMENT$55.10B 13F book · 6 shared top holdingsDELLBMYSTTMOJACOBS LEVY EQUITY MANAGEMENT, INC$27.81B 13F book · 7 shared top holdingsSNDKFTNTVLOBNYPacer Advisors, Inc.$39.29B 13F book · 6 shared top holdingsBMYVLOADBEMPCAustralianSuper Pty Ltd$23.09B 13F book · 5 shared top holdingsSNDKVLOADBEMPCRichard C. Young & CO., LTD.$1.36B 13F book · 5 shared top holdingsDELLADIVLOPSXTHAMES CAPITAL MANAGEMENT LLC$1.22B 13F book · 5 shared top holdingsSNDKAMKRSTTNTRS

Browse Top Institutional Investors

13F Pro tracks 8,700+ institutional investors filing 13F reports with the SEC.

Berkshire HathawayBridgewater AssociatesCitadel AdvisorsRenaissance TechnologiesTwo Sigma InvestmentsDE Shaw & CoMillennium ManagementAQR Capital ManagementPoint72 Asset ManagementTiger Global ManagementVanguard GroupBlackRock

to search all 8,700+ institutional filers.

AI-Powered Hedge Fund Analysis: Convergence Investment Partners, LLC

13F Pro is an AI hedge fund tracker and stock research platform. For Convergence Investment Partners, LLC (SEC CIK: 1456133), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.

Every holding in Convergence Investment Partners, LLC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.