Convergence Investment Partners, LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 31, 2025), Convergence Investment Partners, LLC reported 250 stock positions worth $447.4 million. Its top holding was Nvidia (NVDA) at 3.4% of the portfolio, followed by Alphabet Class A (GOOGL, 2.6%) and Amazon.com (AMZN, 2.5%). Compared with Q3 2024, it opened 55 new positions, sold out of 42, added to 107 and reduced 85. The biggest buy was a new position in Marvell Technology (MRVL) and the biggest sale Qualcomm (QCOM, shares −43%).
- Most Recent 13F
- Q2 2026
- Location
- Palm Beach Gardens, FL
- CIK
- 0001456133
- Portfolio Value
- $447.4M (Q4 2024)
- SEC Filing
- 0001580642-25-000637 ↗ filed Jan 31, 2025
Holdings Value
Holdings 250 stocks · $447.4M
| NVDA Nvidia Corp. | 3.43% | 114,279 | $15.3M | Add +32.9% |
| GOOGL Alphabet Inc. Class A | 2.57% | 60,806 | $11.5M | Add +39.7% |
| AMZN Amazon.com Inc. | 2.54% | 51,757 | $11.4M | Add +39.4% |
| AVGO Broadcom Inc. | 2.32% | 44,797 | $10.4M | Reduce -11.5% |
| META Meta Platforms Inc. Class A | 2.28% | 17,452 | $10.2M | Add +29.8% |
| AAPL Apple Inc. | 1.97% | 35,110 | $8.8M | Reduce -7.0% |
| WMT Walmart Inc. | 1.93% | 95,807 | $8.7M | Add +13.7% |
| GILD Gilead Sciences Inc. | 1.41% | 68,447 | $6.3M | Add +15.8% |
| ANET Arista Networks Inc. | 1.40% | 56,523 | $6.2M | Add +59.3% |
| MRVL Marvell Technology Inc. | 1.34% | 54,311 | $6.0M | New |
| HPE Hewlett Packard Enterprise | 1.30% | 273,028 | $5.8M | Add +24.4% |
| MSFT Microsoft Corp. | 1.26% | 13,389 | $5.6M | Reduce -21.8% |
| ABBV Abbvie Inc. | 1.24% | 31,249 | $5.6M | Add +4.7% |
| HD Home Depot Inc. | 1.24% | 14,210 | $5.5M | Add +14.0% |
| TSLA Tesla Inc. | 1.17% | 12,946 | $5.2M | Add +51.0% |
| BMY Bristol-Myers Squibb Co. | 1.14% | 90,493 | $5.1M | Add +8.2% |
| MO Altria Group Inc. | 1.11% | 95,244 | $5.0M | Add +23.3% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 1.06% | 21,551 | $4.7M | Reduce -34.3% |
| APP AppLovin Corp. Class A | 0.98% | 13,592 | $4.4M | Reduce -31.5% |
| NTAP Netapp Inc. | 0.96% | 37,190 | $4.3M | Reduce -7.0% |
| SYF Synchrony Financial | 0.96% | 66,125 | $4.3M | Add +16.8% |
| JPM JPMorgan Chase & Co. | 0.94% | 17,511 | $4.2M | Reduce -15.7% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.93% | 95,148 | $4.2M | Add +9.0% |
| WFC Wells Fargo & Co. | 0.93% | 59,369 | $4.2M | Add +14.0% |
| T AT&T Inc. | 0.93% | 182,584 | $4.2M | Reduce -6.3% |
| CAH Cardinal Health Inc. | 0.88% | 33,125 | $3.9M | Add +32.0% |
| DOCU Docusign Inc. | 0.85% | 42,061 | $3.8M | Add +8.5% |
| IDCC Interdigital Inc. | 0.81% | 18,727 | $3.6M | Add +35.1% |
| XOM Exxon Mobil Corp. | 0.78% | 32,517 | $3.5M | Reduce -20.8% |
| CVNA Carvana Co. | 0.78% | 17,137 | $3.5M | Reduce -4.0% |
| PLTR Palantir Technologies Inc. Class A | 0.78% | 45,990 | $3.5M | New |
| QCOM Qualcomm Inc. | 0.76% | 22,095 | $3.4M | Reduce -42.9% |
| FITB Fifth Third Bancorp | 0.75% | 79,302 | $3.4M | Add +18.5% |
| ACIW Aci Worldwide Inc. | 0.66% | 57,231 | $3.0M | Add +49.5% |
| NRG NRG Energy Inc. | 0.66% | 32,555 | $2.9M | Add +40.7% |
| PNC PNC Financial Services Group | 0.65% | 15,129 | $2.9M | Add +23.2% |
| PFE Pfizer Inc. | 0.64% | 107,413 | $2.8M | Add +673.9% |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.63% | 36,708 | $2.8M | Reduce -0.7% |
| GEN Gen Digital Inc. | 0.63% | 102,256 | $2.8M | Add +199.2% |
| NTNX Nutanix Inc. Class A | 0.63% | 45,732 | $2.8M | Add +70.4% |
| ORCL Oracle Corp. | 0.62% | 16,739 | $2.8M | Reduce -5.6% |
| SMTC Semtech Corp. | 0.60% | 43,332 | $2.7M | New |
| GRMN Garmin Ltd. | 0.58% | 12,660 | $2.6M | Add +34.0% |
| NTRS Northern Trust Corp. | 0.58% | 25,426 | $2.6M | Add +51.4% |
| TSN Tyson Foods Inc. Class A | 0.58% | 44,934 | $2.6M | Add +57.4% |
| CVX Chevron Corp. | 0.58% | 17,812 | $2.6M | Reduce -22.7% |
| GDDY GoDaddy Inc. Class A | 0.57% | 12,989 | $2.6M | Reduce -14.0% |
| CSCO Cisco Systems Inc. | 0.57% | 43,098 | $2.6M | Reduce -1.7% |
| GOOG Alphabet Inc. Class C | 0.56% | 13,217 | $2.5M | Reduce -44.7% |
| LNG Cheniere Energy Inc. | 0.56% | 11,708 | $2.5M | Add +81.1% |
| BLK BlackRock Inc. | 0.55% | 2,406 | $2.5M | Add +1003.7% |
| BFH Bread Financial Holdings Inc. | 0.55% | 40,120 | $2.4M | Add +53.4% |
| PYPL PayPal Holdings Inc. | 0.54% | 28,262 | $2.4M | Add +11.8% |
| SEIC Sei Investments Company | 0.53% | 28,850 | $2.4M | Add +54.0% |
| MET Metlife Inc. | 0.53% | 28,781 | $2.4M | Add +4.3% |
| JNJ Johnson & Johnson | 0.52% | 16,191 | $2.3M | Add +13.3% |
| SNEX Stonex Group Inc. | 0.50% | 22,982 | $2.3M | Add +6.9% |
| GM General Motors Co. | 0.50% | 41,737 | $2.2M | Add +69.9% |
| FTNT Fortinet Inc. | 0.49% | 23,371 | $2.2M | New |
| HOOD Robinhood Markets Inc. Class A | 0.49% | 59,161 | $2.2M | New |
| UI Ubiquiti Inc. | 0.49% | 6,569 | $2.2M | New |
| NFLX Netflix Inc. | 0.48% | 2,429 | $2.2M | Add +68.1% |
| SPG Simon Property Group Inc. | 0.48% | 12,369 | $2.1M | Add +5.2% |
| CAT Caterpillar Inc. | 0.47% | 5,828 | $2.1M | Reduce -21.0% |
| JHG Janus Henderson Group PLC | 0.46% | 48,583 | $2.1M | Add +13.3% |
| CARG Cargurus Inc. | 0.46% | 56,502 | $2.1M | New |
| PSX Phillips 66 | 0.45% | 17,756 | $2.0M | Reduce -0.3% |
| OUT Outfront Media Inc. | 0.43% | 108,796 | $1.9M | Add +29.8% |
| COF Capital One Financial Corp. | 0.43% | 10,769 | $1.9M | Reduce -1.4% |
| PPC Pilgrim's Pride Corp. | 0.43% | 42,029 | $1.9M | Add +42.0% |
| PRIM Primoris Services Corp. | 0.42% | 24,463 | $1.9M | Add +50.8% |
| VRSN Verisign Inc. | 0.41% | 8,942 | $1.9M | New |
| GVA Granite Construction Inc. | 0.41% | 21,073 | $1.8M | Add +53.6% |
| EME Emcor Group Inc. | 0.41% | 4,037 | $1.8M | Add +13.9% |
| LMT Lockheed Martin Corp. | 0.41% | 3,734 | $1.8M | Reduce -29.9% |
| CVLT Commvault Systems Inc. | 0.40% | 11,989 | $1.8M | Reduce -33.5% |
| RTX RTX Corp. | 0.40% | 15,546 | $1.8M | Reduce -33.2% |
| PG The Procter & Gamble Co. | 0.40% | 10,729 | $1.8M | Reduce -3.0% |
| MLI Mueller Industries Inc. | 0.40% | 22,649 | $1.8M | Add +27.6% |
| VLO Valero Energy Corp. | 0.40% | 14,634 | $1.8M | Reduce -39.1% |
| IP International Paper Co. | 0.40% | 33,139 | $1.8M | Reduce -0.7% |
| COR Cencora Inc. | 0.40% | 7,935 | $1.8M | Add +27.9% |
| MDT Medtronic PLC | 0.39% | 21,856 | $1.7M | Reduce -29.3% |
| RF Regions Financial Corp. | 0.39% | 73,904 | $1.7M | Add +65.8% |
| LRCX Lam Research Corp. | 0.39% | 23,878 | $1.7M | Add +743.8% |
| FFIV F5 Inc. | 0.38% | 6,830 | $1.7M | New |
| ZION Zions Bancorp NA | 0.38% | 31,527 | $1.7M | New |
| DVA Davita Inc. | 0.38% | 11,389 | $1.7M | Add +33.2% |
| PRU Prudential Financial Inc. | 0.38% | 14,175 | $1.7M | Add +31.5% |
| GLW Corning Inc. | 0.38% | 35,354 | $1.7M | Add +195.7% |
| AVA Avista Corp. | 0.37% | 45,459 | $1.7M | Add +4.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.37% | 3,669 | $1.7M | Reduce -0.6% |
| VRT Vertiv Holdings Co. Class A | 0.37% | 14,630 | $1.7M | Add +104.6% |
| KMB Kimberly-Clark Corp. | 0.37% | 12,670 | $1.7M | Reduce -13.7% |
| MCK McKesson Corp. | 0.37% | 2,913 | $1.7M | Add +325.3% |
| HALO Halozyme Therapeutics Inc. | 0.37% | 34,713 | $1.7M | Add +25.9% |
| AMRX Amneal Pharmaceuticals Inc. | 0.37% | 208,009 | $1.6M | Add +24.7% |
| C Citigroup Inc. | 0.36% | 22,919 | $1.6M | Reduce -0.9% |
| VST Vistra Corp. | 0.35% | 11,497 | $1.6M | Add +36.1% |
| MTZ Mastec Inc. | 0.35% | 11,622 | $1.6M | Add +47.9% |
Portfolio Sells Q3 2024 → Q4 2024
| QCOM Qualcomm Inc. | Reduce -42.9% | 0.76% | −1.02 |
| IBM Intl Business Machines Corp. | Reduce -34.3% | 1.06% | −0.90 |
| MSFT Microsoft Corp. | Reduce -21.8% | 1.26% | −0.73 |
| BG Bunge Global SA | Sold out | 0.00% | −0.58 |
| IIPR Innovative Industrial Proper | Reduce -41.8% | 0.17% | −0.55 |
| XOM Exxon Mobil Corp. | Reduce -20.8% | 0.78% | −0.52 |
| GOOG Alphabet Inc. Class C | Reduce -44.7% | 0.56% | −0.52 |
| MU Micron Technology Inc. | Sold out | 0.00% | −0.51 |
| VLO Valero Energy Corp. | Reduce -39.1% | 0.40% | −0.47 |
| AMG Affiliated Managers Group | Sold out | 0.00% | −0.46 |
| LMT Lockheed Martin Corp. | Reduce -29.9% | 0.41% | −0.43 |
| NSA National Storage Affiliates | Sold out | 0.00% | −0.41 |
| AAPL Apple Inc. | Reduce -7.0% | 1.97% | −0.41 |
| OGN Organon & Co. | Sold out | 0.00% | −0.38 |
| VZ Verizon Communications Inc. | Reduce -35.2% | 0.34% | −0.37 |
| NTAP Netapp Inc. | Reduce -7.0% | 0.96% | −0.37 |
| MRK Merck & Co. Inc. | Reduce -32.6% | 0.35% | −0.36 |
| MDT Medtronic PLC | Reduce -29.3% | 0.39% | −0.36 |
| RTX RTX Corp. | Reduce -33.2% | 0.40% | −0.36 |
| JXN Jackson Financial Inc. Class A | Sold out | 0.00% | −0.36 |
| CVLT Commvault Systems Inc. | Reduce -33.5% | 0.40% | −0.34 |
| CVX Chevron Corp. | Reduce -22.7% | 0.58% | −0.34 |
| LYB Lyondellbasell Indu Class A | Sold out | 0.00% | −0.33 |
| UNP Union Pacific Corp. | Reduce -48.1% | 0.21% | −0.32 |
| ADMA Adma Biologics Inc. | Sold out | 0.00% | −0.31 |
| CAT Caterpillar Inc. | Reduce -21.0% | 0.47% | −0.31 |
| NEE Nextera Energy Inc. | Sold out | 0.00% | −0.30 |
| PATK Patrick Industries Inc. | Sold out | 0.00% | −0.30 |
| MATX Matson Inc. | Sold out | 0.00% | −0.28 |
| AVT Avnet Inc. | Reduce -55.6% | 0.15% | −0.28 |
| NEM Newmont Corp. | Sold out | 0.00% | −0.27 |
| REZI Resideo Technologies Inc. | Sold out | 0.00% | −0.27 |
| KLAC KLA Corp. | Sold out | 0.00% | −0.26 |
| DVN Devon Energy Corp. | Sold out | 0.00% | −0.25 |
| JPM JPMorgan Chase & Co. | Reduce -15.7% | 0.94% | −0.24 |
| F Ford Motor Co. | Reduce -86.5% | 0.03% | −0.24 |
| OSCR Oscar Health Inc. Class A | Sold out | 0.00% | −0.24 |
| STAG Stag Industrial Inc. | Reduce -31.4% | 0.22% | −0.23 |
| SCCO Southern Copper Corp. | Reduce -13.6% | 0.30% | −0.23 |
| T AT&T Inc. | Reduce -6.3% | 0.93% | −0.23 |
| MPC Marathon Petroleum Corp. | Reduce -70.0% | 0.06% | −0.22 |
| PNW Pinnacle West Capital | Sold out | 0.00% | −0.22 |
| FCX Freeport-McMoran Inc. | Sold out | 0.00% | −0.21 |
| CVSA Covista Inc. | Sold out | 0.00% | −0.21 |
| LNTH Lantheus Holdings Inc. | Sold out | 0.00% | −0.21 |
| CACI Caci International Inc. Class A | Sold out | 0.00% | −0.20 |
| EXP Eagle Materials Inc. | Sold out | 0.00% | −0.20 |
| CNC Centene Corp. | Reduce -27.8% | 0.18% | −0.20 |
| KMB Kimberly-Clark Corp. | Reduce -13.7% | 0.37% | −0.19 |
| ORCL Oracle Corp. | Reduce -5.6% | 0.62% | −0.19 |
Portfolio Buys Q3 2024 → Q4 2024
| MRVL Marvell Technology Inc. | New | 1.34% | +1.34 |
| PLTR Palantir Technologies Inc. Class A | New | 0.78% | +0.78 |
| AMZN Amazon.com Inc. | Add +39.4% | 2.54% | +0.67 |
| GOOGL Alphabet Inc. Class A | Add +39.7% | 2.57% | +0.63 |
| NVDA Nvidia Corp. | Add +32.9% | 3.43% | +0.61 |
| SMTC Semtech Corp. | New | 0.60% | +0.60 |
| TSLA Tesla Inc. | Add +51.0% | 1.17% | +0.56 |
| PFE Pfizer Inc. | Add +673.9% | 0.64% | +0.53 |
| BLK BlackRock Inc. | Add +1003.7% | 0.55% | +0.50 |
| FTNT Fortinet Inc. | New | 0.49% | +0.49 |
| HOOD Robinhood Markets Inc. Class A | New | 0.49% | +0.49 |
| UI Ubiquiti Inc. | New | 0.49% | +0.49 |
| ANET Arista Networks Inc. | Add +59.3% | 1.40% | +0.48 |
| CARG Cargurus Inc. | New | 0.46% | +0.46 |
| VRSN Verisign Inc. | New | 0.41% | +0.41 |
| FFIV F5 Inc. | New | 0.38% | +0.38 |
| ZION Zions Bancorp NA | New | 0.38% | +0.38 |
| GEN Gen Digital Inc. | Add +199.2% | 0.63% | +0.37 |
| CNX CNX Resources Corp. | New | 0.35% | +0.35 |
| LRCX Lam Research Corp. | Add +743.8% | 0.39% | +0.32 |
| CONSOL ENERGY INC | New | 0.32% | +0.32 |
| GEV GE Vernova Inc. | New | 0.31% | +0.31 |
| NOG Northern Oil and Gas Inc. | New | 0.28% | +0.28 |
| IDCC Interdigital Inc. | Add +35.1% | 0.81% | +0.28 |
| MCK McKesson Corp. | Add +325.3% | 0.37% | +0.28 |
| ALL Allstate Corp. | New | 0.27% | +0.27 |
| CF CF Industries Holdings Inc. | New | 0.27% | +0.27 |
| LNG Cheniere Energy Inc. | Add +81.1% | 0.56% | +0.25 |
| ETR Entergy Corp. | New | 0.25% | +0.25 |
| DUOL Duolingo | New | 0.24% | +0.24 |
| UAL United Airlines Holdings Inc. | New | 0.24% | +0.24 |
| JAZZ Jazz Pharmaceuticals PLC | New | 0.23% | +0.23 |
| GLW Corning Inc. | Add +195.7% | 0.38% | +0.23 |
| RMD Resmed Inc. | New | 0.23% | +0.23 |
| DAL Delta Air Lines Inc. | New | 0.22% | +0.22 |
| SR Spire Inc. | New | 0.22% | +0.22 |
| BFH Bread Financial Holdings Inc. | Add +53.4% | 0.55% | +0.21 |
| TMUS T-Mobile US Inc. | Add +297.5% | 0.29% | +0.21 |
| META Meta Platforms Inc. Class A | Add +29.8% | 2.28% | +0.21 |
| NFLX Netflix Inc. | Add +68.1% | 0.48% | +0.21 |
| AA Alcoa Corp. | New | 0.20% | +0.20 |
| GM General Motors Co. | Add +69.9% | 0.50% | +0.20 |
| SYF Synchrony Financial | Add +16.8% | 0.96% | +0.20 |
| CRH CRH PLC | New | 0.20% | +0.20 |
| NTNX Nutanix Inc. Class A | Add +70.4% | 0.63% | +0.20 |
| AMCR Amcor PLC | New | 0.20% | +0.20 |
| DOCU Docusign Inc. | Add +8.5% | 0.85% | +0.20 |
| LPX Louisiana-Pacific Corp. | New | 0.19% | +0.19 |
| BTU Peabody Energy Corp. | New | 0.19% | +0.19 |
| CDP Copt Defense Properties | New | 0.19% | +0.19 |
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 |