Convergence Investment Partners, LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 31, 2026), Convergence Investment Partners, LLC reported 241 stock positions worth $1.1 billion. Its top holding was Nvidia (NVDA) at 3.7% of the portfolio, followed by Lam Research (LRCX, 2.7%) and Alphabet Class A (GOOGL, 2.0%). Compared with Q1 2026, it opened 57 new positions, sold out of 51, added to 107 and reduced 76. The biggest buy was a new position in Analog Devices (ADI) and the biggest sale AT&T (T, shares −9%).
- Most Recent 13F
- Q2 2026
- Location
- Palm Beach Gardens, FL
- CIK
- 0001456133
- Portfolio Value
- $1.1B (Q2 2026)
- SEC Filing
- 0001580642-26-004768 ↗ filed Jul 31, 2026
Holdings Value
Holdings 241 stocks · $1.1B
| NVDA Nvidia Corp. | 3.74% | 197,044 | $39.4M | Add +80.4% |
| LRCX Lam Research Corp. | 2.67% | 64,972 | $28.2M | Add +27.6% |
| GOOGL Alphabet Inc. Class A | 1.99% | 58,802 | $21.0M | Add +44.5% |
| GOOG Alphabet Inc. Class C | 1.96% | 58,495 | $20.7M | Add +46.8% |
| MU Micron Technology Inc. | 1.90% | 17,352 | $20.0M | Reduce -30.6% |
| AMZN Amazon.com Inc. | 1.87% | 82,795 | $19.7M | Add +57.7% |
| DELL Dell Technologies -C | 1.68% | 41,039 | $17.7M | Reduce -8.8% |
| SNDK Sandisk Corp. | 1.53% | 7,121 | $16.2M | Reduce -25.3% |
| CSCO Cisco Systems Inc. | 1.48% | 132,636 | $15.6M | Add +71.6% |
| AMD Advanced Micro Devices | 1.43% | 25,888 | $15.0M | Reduce -35.1% |
| AVGO Broadcom Inc. | 1.23% | 34,316 | $13.0M | Reduce -20.6% |
| ADI Analog Devices Inc. | 1.20% | 31,878 | $12.7M | New |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 1.05% | 39,218 | $11.0M | Add +45.5% |
| AMKR Amkor Technology Inc. | 1.00% | 122,715 | $10.6M | Add +97.3% |
| META Meta Platforms Inc. Class A | 0.93% | 17,510 | $9.9M | Add +74.8% |
| BMY Bristol-Myers Squibb Co. | 0.93% | 170,194 | $9.8M | Add +24.8% |
| STT State Street Corp. | 0.92% | 57,342 | $9.7M | Add +35.9% |
| NTRS Northern Trust Corp. | 0.91% | 55,105 | $9.6M | Add +52.5% |
| BAC Bank of America Corp. | 0.87% | 161,117 | $9.2M | Add +45.9% |
| TDC Teradata Corp. | 0.87% | 263,483 | $9.1M | Add +57.5% |
| FTNT Fortinet Inc. | 0.86% | 59,067 | $9.1M | Add +5.5% |
| VLO Valero Energy Corp. | 0.86% | 34,700 | $9.0M | Add +21.9% |
| WMT Walmart Inc. | 0.85% | 78,994 | $8.9M | Add +46.8% |
| MRK Merck & Co. Inc. | 0.83% | 68,437 | $8.8M | Add +46.2% |
| BNY Bank of New York Mellon Corp. | 0.82% | 59,706 | $8.6M | Add +39.9% |
| ANET Arista Networks Inc. | 0.80% | 49,725 | $8.4M | New |
| ADBE Adobe Inc. | 0.79% | 40,489 | $8.3M | New |
| ROKU Roku Inc. | 0.78% | 59,928 | $8.3M | Add +25.1% |
| FLEX Flex Ltd. | 0.78% | 51,067 | $8.3M | Reduce -29.7% |
| MPC Marathon Petroleum Corp. | 0.77% | 31,959 | $8.2M | Add +107.3% |
| CIEN Ciena Corp. | 0.77% | 16,560 | $8.1M | Reduce -4.0% |
| M Macy's Inc. | 0.77% | 343,721 | $8.1M | Add +196.6% |
| SPHR Sphere Entertainment Co. | 0.76% | 46,092 | $8.0M | Add +40.2% |
| AMAT Applied Materials Inc. | 0.76% | 11,030 | $8.0M | Add +911.9% |
| VRSN Verisign Inc. | 0.74% | 30,870 | $7.8M | Add +43.8% |
| SMTC Semtech Corp. | 0.73% | 47,461 | $7.7M | New |
| JNJ Johnson & Johnson | 0.72% | 29,971 | $7.6M | Add +83.9% |
| APP AppLovin Corp. Class A | 0.71% | 14,470 | $7.5M | Add +274.7% |
| CAH Cardinal Health Inc. | 0.71% | 31,366 | $7.5M | Add +46.8% |
| PSX Phillips 66 | 0.70% | 43,453 | $7.3M | Add +27.7% |
| MO Altria Group Inc. | 0.68% | 99,877 | $7.2M | Add +38.0% |
| TGT Target Corp. | 0.68% | 54,915 | $7.2M | New |
| ADM Archer-Daniels-Midland Co. | 0.67% | 92,621 | $7.1M | Add +50.8% |
| PNC PNC Financial Services Group | 0.66% | 28,156 | $6.9M | Add +55.7% |
| BFH Bread Financial Holdings Inc. | 0.63% | 61,375 | $6.6M | Add +75.3% |
| XOM Exxon Mobil Corp. | 0.62% | 48,213 | $6.6M | Add +2.7% |
| WDC Western Digital Corp. | 0.61% | 10,054 | $6.4M | Reduce -50.2% |
| INCY Incyte Corp. | 0.61% | 56,575 | $6.4M | Add +82.4% |
| AAPL Apple Inc. | 0.59% | 21,486 | $6.2M | Reduce -34.5% |
| KEYS Keysight Technologies Inc. | 0.58% | 17,607 | $6.2M | Add +202.9% |
| T AT&T Inc. | 0.58% | 294,160 | $6.1M | Reduce -9.4% |
| EXEL Exelixis Inc. | 0.58% | 111,569 | $6.1M | Add +60.3% |
| EVR Evercore Inc. Class A | 0.57% | 17,656 | $6.0M | New |
| SNEX Stonex Group Inc. | 0.57% | 50,654 | $6.0M | Add +8.3% |
| AMRX Amneal Pharmaceuticals Inc. | 0.57% | 344,765 | $6.0M | Add +109.8% |
| EIX Edison International | 0.56% | 79,707 | $5.9M | Add +49.4% |
| GM General Motors Co. | 0.56% | 76,701 | $5.9M | Add +104.8% |
| MUSA Murphy USA Inc. | 0.56% | 10,969 | $5.9M | New |
| UNH Unitedhealth Group Inc. | 0.56% | 14,197 | $5.9M | Add +524.9% |
| CI The Cigna Group | 0.54% | 20,847 | $5.7M | Add +104.5% |
| JAZZ Jazz Pharmaceuticals PLC | 0.54% | 23,663 | $5.7M | Add +54.8% |
| LEA Lear Corp. | 0.54% | 42,262 | $5.7M | Add +34.4% |
| VIRT Virtu Financial Inc. Class A | 0.54% | 95,019 | $5.7M | New |
| DBX Dropbox Inc. Class A | 0.52% | 199,056 | $5.5M | Add +114.6% |
| NBIX Neurocrine Biosciences Inc. | 0.52% | 32,433 | $5.5M | New |
| RTX RTX Corp. | 0.52% | 28,746 | $5.5M | Add +60.5% |
| C Citigroup Inc. | 0.51% | 38,127 | $5.3M | Add +68.7% |
| MSFT Microsoft Corp. | 0.50% | 14,219 | $5.3M | Reduce -41.1% |
| MANH Manhattan Associates Inc. | 0.50% | 38,016 | $5.3M | New |
| OUT Outfront Media Inc. | 0.50% | 160,901 | $5.3M | Add +106.3% |
| CVS CVS Health Corp. | 0.50% | 50,785 | $5.3M | Add +322.3% |
| MET Metlife Inc. | 0.48% | 60,035 | $5.1M | Add +196.5% |
| PG The Procter & Gamble Co. | 0.48% | 34,497 | $5.1M | Add +1028.1% |
| CRM Salesforce Inc. | 0.48% | 32,218 | $5.0M | Add +2839.6% |
| GDDY GoDaddy Inc. Class A | 0.48% | 59,366 | $5.0M | New |
| BIIB Biogen Inc. | 0.48% | 23,321 | $5.0M | Add +72.0% |
| ADSK Autodesk Inc. | 0.47% | 25,459 | $4.9M | New |
| ZION Zions Bancorp NA | 0.46% | 70,623 | $4.9M | New |
| ABBV Abbvie Inc. | 0.46% | 19,281 | $4.9M | Reduce -3.0% |
| CNC Centene Corp. | 0.44% | 72,957 | $4.7M | New |
| ENS Enersys | 0.44% | 19,929 | $4.7M | Add +47.1% |
| MYRG MYR Group Inc./Delaware | 0.44% | 9,286 | $4.6M | New |
| VRT Vertiv Holdings Co. Class A | 0.44% | 13,763 | $4.6M | New |
| HWM Howmet Aerospace Inc. | 0.43% | 16,955 | $4.6M | Add +90.1% |
| AEO American Eagle Outfitters | 0.42% | 259,634 | $4.5M | Add +40.9% |
| CFG Citizens Financial Group | 0.42% | 63,472 | $4.4M | New |
| SCCO Southern Copper Corp. | 0.42% | 25,518 | $4.4M | Add +12.0% |
| CATY Cathay General Bancorp | 0.42% | 71,716 | $4.4M | Add +61.8% |
| LXP LXP Industrial Trust | 0.41% | 79,818 | $4.3M | Add +32.1% |
| APA Apa Corp. | 0.41% | 131,535 | $4.3M | Add +63.1% |
| MLI Mueller Industries Inc. | 0.40% | 34,597 | $4.3M | Add +71.9% |
| AER Aercap Holdings NV | 0.40% | 29,107 | $4.2M | Add +153.0% |
| ST Sensata Technologies Holdplc | 0.40% | 88,662 | $4.2M | Add +38.0% |
| EBAY eBay Inc. | 0.40% | 37,874 | $4.2M | Add +124.0% |
| PWR Quanta Services Inc. | 0.40% | 5,825 | $4.2M | New |
| IBKR Interactive Brokers Gro Class A | 0.40% | 47,879 | $4.2M | Add +59.3% |
| TXT Textron Inc. | 0.39% | 45,090 | $4.1M | Add +109.2% |
| FIX Comfort Systems USA Inc. | 0.39% | 2,076 | $4.1M | Add +28.6% |
| EME Emcor Group Inc. | 0.39% | 4,942 | $4.1M | Add +59.1% |
| KMT Kennametal Inc. | 0.38% | 114,304 | $4.0M | New |
Portfolio Sells Q1 2026 → Q2 2026
| T AT&T Inc. | Reduce -9.4% | 0.58% | −0.96 |
| AVGO Broadcom Inc. | Reduce -20.6% | 1.23% | −0.96 |
| MSFT Microsoft Corp. | Reduce -41.1% | 0.50% | −0.96 |
| AAPL Apple Inc. | Reduce -34.5% | 0.59% | −0.78 |
| IVZ Invesco Ltd. | Reduce -68.5% | 0.14% | −0.57 |
| WFC Wells Fargo & Co. | Reduce -88.0% | 0.04% | −0.56 |
| SCHW Schwab (charles) Corp. | Sold out | 0.00% | −0.54 |
| PATH Uipath Inc. Class A | Reduce -47.9% | 0.21% | −0.51 |
| AMG Affiliated Managers Group | Sold out | 0.00% | −0.51 |
| MDT Medtronic PLC | Reduce -45.8% | 0.19% | −0.48 |
| JPM JPMorgan Chase & Co. | Reduce -43.8% | 0.26% | −0.46 |
| CARG Cargurus Inc. | Reduce -27.8% | 0.33% | −0.46 |
| JBL Jabil Inc. | Reduce -54.1% | 0.28% | −0.44 |
| DTE DTE Energy Company | Reduce -65.3% | 0.11% | −0.41 |
| PM Philip Morris International | Reduce -44.5% | 0.22% | −0.40 |
| HALO Halozyme Therapeutics Inc. | Sold out | 0.00% | −0.40 |
| POWL Powell Industries Inc. | Sold out | 0.00% | −0.39 |
| COR Cencora Inc. | Reduce -88.4% | 0.02% | −0.38 |
| HAL Halliburton Co. | Reduce -49.5% | 0.13% | −0.37 |
| TPC Tutor Perini Corp. | Sold out | 0.00% | −0.37 |
| ECG Everus Construction Group | Sold out | 0.00% | −0.36 |
| LOW Lowe's Cos Inc. | Reduce -89.3% | 0.02% | −0.36 |
| GMED Globus Medical Inc. Class A | Sold out | 0.00% | −0.35 |
| ATMU Atmus Filtration Technologie | Sold out | 0.00% | −0.35 |
| PEGA Pegasystems Inc. | Sold out | 0.00% | −0.35 |
| NRG NRG Energy Inc. | Sold out | 0.00% | −0.34 |
| HII Huntington Ingalls Industrie | Sold out | 0.00% | −0.34 |
| ACN Accenture PLC Class A | Sold out | 0.00% | −0.34 |
| PANW Palo Alto Networks Inc. | Sold out | 0.00% | −0.33 |
| GILD Gilead Sciences Inc. | Reduce -2.2% | 0.35% | −0.33 |
| CIEN Ciena Corp. | Reduce -4.0% | 0.77% | −0.33 |
| FSLY Fastly Inc. Class A | Sold out | 0.00% | −0.32 |
| MCD McDonald's Corp. | Sold out | 0.00% | −0.32 |
| GLW Corning Inc. | Reduce -92.6% | 0.03% | −0.31 |
| CPRX Catalyst Pharmaceuticals Inc. | Sold out | 0.00% | −0.31 |
| CB Chubb Ltd. | Reduce -88.8% | 0.02% | −0.30 |
| WDC Western Digital Corp. | Reduce -50.2% | 0.61% | −0.28 |
| MATX Matson Inc. | Sold out | 0.00% | −0.28 |
| NEM Newmont Corp. | Reduce -93.1% | 0.01% | −0.27 |
| CCL Carnival Corp. | Sold out | 0.00% | −0.26 |
| DDS Dillards Inc. Class A | Sold out | 0.00% | −0.26 |
| CLX Clorox Company | Sold out | 0.00% | −0.25 |
| COHR Coherent Corp. | Sold out | 0.00% | −0.25 |
| ABBV Abbvie Inc. | Reduce -3.0% | 0.46% | −0.25 |
| QCOM Qualcomm Inc. | Reduce -47.7% | 0.19% | −0.25 |
| RNR Renaissancere Holdings Ltd. | Sold out | 0.00% | −0.25 |
| HL Hecla Mining Co. | Sold out | 0.00% | −0.24 |
| DLR Digital Realty Trust Inc. | Reduce -95.0% | 0.01% | −0.24 |
| DAR Darling Ingredients Inc. | Reduce -13.5% | 0.19% | −0.24 |
| CMCSA Comcast Corp. Class A | Sold out | 0.00% | −0.24 |
Portfolio Buys Q1 2026 → Q2 2026
| ADI Analog Devices Inc. | New | 1.20% | +1.20 |
| LRCX Lam Research Corp. | Add +27.6% | 2.67% | +0.89 |
| ANET Arista Networks Inc. | New | 0.80% | +0.80 |
| ADBE Adobe Inc. | New | 0.79% | +0.79 |
| SMTC Semtech Corp. | New | 0.73% | +0.73 |
| AMAT Applied Materials Inc. | Add +911.9% | 0.76% | +0.69 |
| TGT Target Corp. | New | 0.68% | +0.68 |
| NVDA Nvidia Corp. | Add +80.4% | 3.74% | +0.62 |
| EVR Evercore Inc. Class A | New | 0.57% | +0.57 |
| MUSA Murphy USA Inc. | New | 0.56% | +0.56 |
| AMKR Amkor Technology Inc. | Add +97.3% | 1.00% | +0.54 |
| VIRT Virtu Financial Inc. Class A | New | 0.54% | +0.54 |
| NBIX Neurocrine Biosciences Inc. | New | 0.52% | +0.52 |
| MANH Manhattan Associates Inc. | New | 0.50% | +0.50 |
| CSCO Cisco Systems Inc. | Add +71.6% | 1.48% | +0.49 |
| GDDY GoDaddy Inc. Class A | New | 0.48% | +0.48 |
| ADSK Autodesk Inc. | New | 0.47% | +0.47 |
| ZION Zions Bancorp NA | New | 0.46% | +0.46 |
| UNH Unitedhealth Group Inc. | Add +524.9% | 0.56% | +0.46 |
| APP AppLovin Corp. Class A | Add +274.7% | 0.71% | +0.46 |
| CRM Salesforce Inc. | Add +2839.6% | 0.48% | +0.44 |
| CNC Centene Corp. | New | 0.44% | +0.44 |
| MYRG MYR Group Inc./Delaware | New | 0.44% | +0.44 |
| VRT Vertiv Holdings Co. Class A | New | 0.44% | +0.44 |
| M Macy's Inc. | Add +196.6% | 0.77% | +0.42 |
| CFG Citizens Financial Group | New | 0.42% | +0.42 |
| PG The Procter & Gamble Co. | Add +1028.1% | 0.48% | +0.41 |
| PWR Quanta Services Inc. | New | 0.40% | +0.40 |
| KMT Kennametal Inc. | New | 0.38% | +0.38 |
| FBP First Bancorp Puerto Rico | New | 0.37% | +0.37 |
| CVS CVS Health Corp. | Add +322.3% | 0.50% | +0.36 |
| CBOE Cboe Global Markets Inc. | New | 0.35% | +0.35 |
| AGX Argan Inc. | New | 0.35% | +0.35 |
| TIGO Millicom Intl Cellular S.A. | New | 0.33% | +0.33 |
| LSTR Landstar System Inc. | New | 0.33% | +0.33 |
| KEYS Keysight Technologies Inc. | Add +202.9% | 0.58% | +0.32 |
| NJR New Jersey Resources Corp. | New | 0.30% | +0.30 |
| UPS United Parcel Service Class B | New | 0.28% | +0.28 |
| TXG 10X Genomics Inc. Class A | New | 0.27% | +0.27 |
| ABNB Airbnb Inc. Class A | New | 0.26% | +0.26 |
| MET Metlife Inc. | Add +196.5% | 0.48% | +0.25 |
| NUE Nucor Corp. | New | 0.24% | +0.24 |
| VEEV Veeva Systems Inc. Class A | New | 0.24% | +0.24 |
| AMRX Amneal Pharmaceuticals Inc. | Add +109.8% | 0.57% | +0.23 |
| STLD Steel Dynamics Inc. | New | 0.23% | +0.23 |
| VISN Vistance Networks Inc. | New | 0.22% | +0.22 |
| ARW Arrow Electronics Inc. | New | 0.22% | +0.22 |
| SNX TD Synnex Corp. | New | 0.21% | +0.21 |
| TXN Texas Instruments Inc. | New | 0.21% | +0.21 |
| OPLN Openlane Inc. | New | 0.21% | +0.21 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 241 | $1.1B | NVDA, LRCX, GOOGL, GOOG, MU |
| Q1 2026 | 235 | $610.7M | NVDA, AVGO, GOOGL, GOOG, AMZN |
| Q4 2025 | 242 | $502.9M | NVDA, AVGO, GOOGL, MU, GOOG |
| Q3 2025 | 250 | $445.6M | NVDA, AAPL, AVGO, GOOGL, MSFT |
| Q2 2025 | 233 | $394.5M | NVDA, META, MSFT, IBM, AMZN |
| Q1 2025 | 237 | $361.3M | NVDA, AMZN, IBM, META, QCOM |
| Q4 2024 | 250 | $447.4M | NVDA, GOOGL, AMZN, AVGO, META |
| Q3 2024 | 237 | $370.7M | NVDA, AAPL, AVGO, META, MSFT |
| Q2 2024 | 241 | $342.2M | MSFT, NVDA, AMZN, GOOGL, QCOM |
| Q1 2024 | 245 | $261.0M | MSFT, NVDA, AMZN, IBM, AVGO |