Vinfast AutoVFS

13F holders, Q1 2025 (March 31)
30holders −2
5new positions
8sold out
1famous investor
$3.18avg. 13F price*

At the end of Q1 2025, 30 institutions reported holding Vinfast Auto Ltd. (VFS) in their 13F filings, down 2 from Q4 2024. 5 opened new positions and 8 sold out. The largest holders were Geode Capital Management, LLC ($6.3M), UBS Group AG ($1.1M) and Susquehanna International Group, LLP ($1.1M). One famous investor held it Israel Englander (0.0% of Millennium Management's portfolio).

Company
Vinfast Auto Ltd.
CUSIP
Y9390M103
Latest filing quarter
Q2 2026

History

Number of 13F holders

010203040 Q1 2024: 39Q1 2024Q2 2024: 37Q2 2024Q3 2024: 28Q3 2024Q4 2024: 32Q4 2024Q1 2025: 30Q1 2025Q2 2025: 30Q2 2025Q3 2025: 31Q3 2025Q4 2025: 33Q4 2025Q1 2026: 30Q1 2026Q2 2026: 32Q2 2026

Total Exit/New Position Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions5$108K
Exits8$2.2M

All 13F filers, Q4 2024 → Q1 2025: 351,690 shares bought and 1,032,611 shares sold, net −680,921 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 30 holders

Geode Capital Management, LLC 0.00% Add +3.8% 1,996,233 $6.3M
UBS Group AG 0.00% Add +61.9% 357,117 $1.1M
Susquehanna International Group, LLP 0.00% Reduce -41.6% 337,485 $1.1M
Tidal Investments LLC 0.01% Add +9.8% 209,829 $667K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% Reduce -3.0% 144,410 $459K
Goldman Sachs Group Inc. 0.00% Reduce -62.0% 134,641 $428K
Morgan Stanley 0.00% Add +55.7% 72,349 $230K
Weiss Asset Management LP 0.01% Add +65.7% 49,699 $158K
SBI Securities Co., Ltd. 0.00% Add +4.7% 39,753 $126K
State Street Corp. 0.00% Reduce -12.8% 38,716 $123K
Simplex Trading, LLC 0.00% Add +22.4% 36,042 $114K
Citigroup Inc. 0.00% Add +470.8% 33,659 $107K
Bank of America Corp. 0.00% No change 31,005 $99K
Millennium Management 0.00% Reduce -26.6% 29,597 $94K
Lido Advisors, LLC 0.00% No change 25,555 $81K
Schonfeld Strategic Advisors LLC 0.00% New 22,727 $72K
Mariner, LLC 0.00% Reduce -29.1% 17,480 $56K
Engineers Gate Manager LP 0.00% Add +13.4% 17,387 $55K
Federation des caisses Desjardins du Quebec 0.00% Add +45.5% 12,800 $41K
Wolverine Trading, LLC 0.00% Reduce -48.1% 10,880 $37K
Squarepoint Ops LLC 0.00% New 10,551 $34K
Binnacle Investments Inc 0.01% — 5,000 $16K
Osaic Holdings, Inc. 0.00% No change 1,584 $5K
Caitong International Asset Management Co., Ltd 0.00% Add +720.1% 1,550 $5K
Principal Securities, Inc. 0.00% No change 750 $3K
Royal Bank of Canada 0.00% No change 965 $3K
BNP Paribas Financial Markets 0.00% New 299 $951
Summit Securities Group LLC 0.00% New 189 $601
Highbridge Capital Management LLC 0.00% New 180 $572
Toth Financial Advisory Corp. 0.00% No change 13 $42

"% of holder's portfolio" is VFS's weight in each manager's 13F, not the share of Vinfast Auto Ltd. the manager owns.