Convergence Investment Partners, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$610.7M
Q ending 2026-03-31
Prior quarter
$502.9M
Q ending 2025-12-31
Change
+21.4% QoQ · +69.0% YoY
Positions
235
reported holdings
Largest positions
Top 100 of 235 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Nvidia Corporation | NVDA | Shares | $19.0M | 109K |
| Broadcom Inc | AVGO | Shares | $13.4M | 43K |
| Alphabet Inc | GOOGL | Shares | $11.7M | 41K |
| Alphabet Inc | GOOG | Shares | $11.4M | 40K |
| Amazon Com Inc | AMZN | Shares | $10.9M | 53K |
| Lam Research Corp | LRCX | Shares | $10.9M | 51K |
| At&T Inc | T | Shares | $9.4M | 325K |
| Microsoft Corp | MSFT | Shares | $8.9M | 24K |
| Micron Technology Inc | MU | Shares | $8.4M | 25K |
| Apple Inc | AAPL | Shares | $8.3M | 33K |
| Bristol-Myers Squibb Co | BMY | Shares | $8.3M | 136K |
| Advanced Micro Devices Inc | AMD | Shares | $8.1M | 40K |
| Exxon Mobil Corp | XOM | Shares | $8.0M | 47K |
| Dell Technologies Inc | DELL | Shares | $7.4M | 45K |
| Valero Energy Corp | VLO | Shares | $7.0M | 28K |
| Ciena Corp | CIEN | Shares | $6.7M | 17K |
| Walmart Inc | WMT | Shares | $6.7M | 54K |
| International Business Machs | IBM | Shares | $6.5M | 27K |
| Phillips 66 | PSX | Shares | $6.2M | 34K |
| Sandisk Corp | SNDK | Shares | $6.1M | 10K |
| Cisco Sys Inc | CSCO | Shares | $6.0M | 77K |
| Meta Platforms Inc | META | Shares | $5.7M | 10K |
| Merck & Co Inc | MRK | Shares | $5.6M | 47K |
| Western Digital Corp | WDC | Shares | $5.5M | 20K |
| Bank America Corp | BAC | Shares | $5.4M | 110K |
| State Str Corp | STT | Shares | $5.3M | 42K |
| Verisign Inc | VRSN | Shares | $5.3M | 21K |
| Bank New York Mellon Corp | BNY | Shares | $5.1M | 43K |
| Northern Tr Corp | NTRS | Shares | $5.0M | 36K |
| Cargurus Inc | CARG | Shares | $4.8M | 141K |
| Altria Group Inc | MO | Shares | $4.8M | 72K |
| Flextronics Intl Ltd | Shares | $4.8M | 73K | |
| Fortinet Inc | FTNT | Shares | $4.6M | 56K |
| Roku Inc | ROKU | Shares | $4.5M | 48K |
| Cardinal Health Inc | CAH | Shares | $4.5M | 21K |
| Archer Daniels Midland Co | ADM | Shares | $4.5M | 61K |
| Jpmorgan Chase & Co | JPM | Shares | $4.4M | 15K |
| Uipath Inc | PATH | Shares | $4.4M | 396K |
| Jabil Inc | JBL | Shares | $4.4M | 17K |
| Invesco Ltd | Shares | $4.3M | 178K | |
| Abbvie Inc | ABBV | Shares | $4.3M | 20K |
| Teradata Corp Del | TDC | Shares | $4.3M | 167K |
| Gilead Sciences Inc | GILD | Shares | $4.2M | 30K |
| Medtronic Plc | Shares | $4.1M | 47K | |
| Johnson & Johnson | JNJ | Shares | $4.0M | 16K |
| Southern Copper Corp | SCCO | Shares | $3.9M | 23K |
| Edison Intl | EIX | Shares | $3.9M | 53K |
| Sphere Entertainment Co | SPHR | Shares | $3.9M | 33K |
| Lear Corp | LEA | Shares | $3.8M | 31K |
| Stonex Group Inc | SNEX | Shares | $3.8M | 47K |
| Marathon Pete Corp | MPC | Shares | $3.8M | 15K |
| Pnc Finl Svcs Group Inc | PNC | Shares | $3.8M | 18K |
| Philip Morris Intl Inc | PM | Shares | $3.8M | 23K |
| Wells Fargo & Co | WFC | Shares | $3.7M | 46K |
| Rtx Corporation | RTX | Shares | $3.5M | 18K |
| Apa Corporation | APA | Shares | $3.4M | 81K |
| Schwab Charles Corp | SCHW | Shares | $3.3M | 35K |
| Dte Energy Co | DTE | Shares | $3.1M | 21K |
| Affiliated Managers Group | AMG | Shares | $3.1M | 11K |
| American Eagle Outfitters In | AEO | Shares | $3.1M | 184K |
| Halliburton Co | HAL | Shares | $3.0M | 77K |
| Exelixis Inc | EXEL | Shares | $3.0M | 70K |
| Incyte Corp | INCY | Shares | $2.9M | 31K |
| Jazz Pharmaceuticals Plc | Shares | $2.9M | 15K | |
| Amkor Technology Inc | AMKR | Shares | $2.8M | 62K |
| Lxp Industrial Trust | LXP | Shares | $2.8M | 60K |
| General Mtrs Co | GM | Shares | $2.8M | 37K |
| The Cigna Group | CI | Shares | $2.7M | 10K |
| Qualcomm Inc | QCOM | Shares | $2.7M | 21K |
| Darling Ingredients Inc | DAR | Shares | $2.6M | 43K |
| Bread Financial Holdings Inc | BFH | Shares | $2.6M | 35K |
| Fedex Corp | FDX | Shares | $2.6M | 7K |
| Citigroup Inc | C | Shares | $2.6M | 23K |
| Synchrony Financial | SYF | Shares | $2.5M | 37K |
| Biogen Inc | BIIB | Shares | $2.5M | 14K |
| Cencora Inc | COR | Shares | $2.4M | 8K |
| Lockheed Martin Corp | LMT | Shares | $2.4M | 4K |
| Halozyme Therapeutics Inc | HALO | Shares | $2.4M | 38K |
| Powell Inds Inc | POWL | Shares | $2.4M | 4K |
| Enersys | ENS | Shares | $2.4M | 14K |
| Lowes Cos Inc | LOW | Shares | $2.3M | 10K |
| Emcor Group Inc | EME | Shares | $2.3M | 3K |
| Sensata Technologies Hldg Pl | Shares | $2.3M | 64K | |
| Tutor Perini Corp | TPC | Shares | $2.2M | 29K |
| Mueller Inds Inc | MLI | Shares | $2.2M | 20K |
| Comfort Sys Usa Inc | FIX | Shares | $2.2M | 2K |
| Cathay Gen Bancorp | CATY | Shares | $2.2M | 44K |
| Everus Constr Group | ECG | Shares | $2.2M | 19K |
| Mckesson Corp | MCK | Shares | $2.2M | 3K |
| Home Depot Inc | HD | Shares | $2.2M | 7K |
| Globus Med Inc | GMED | Shares | $2.2M | 25K |
| Vicor Corp | VICR | Shares | $2.1M | 13K |
| Atmus Filtration Technologie | ATMU | Shares | $2.1M | 38K |
| Pegasystems Inc | PEGA | Shares | $2.1M | 50K |
| Dropbox Inc | DBX | Shares | $2.1M | 93K |
| Morgan Stanley | MS | Shares | $2.1M | 13K |
| Macys Inc | M | Shares | $2.1M | 116K |
| Outfront Media Inc | OUT | Shares | $2.1M | 78K |
| Nrg Energy Inc | NRG | Shares | $2.1M | 14K |
| Howmet Aerospace Inc | HWM | Shares | $2.1M | 9K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.