Vinfast AutoVFS
13F holders, Q1 2026 (March 31)At the end of Q1 2026, 30 institutions reported holding Vinfast Auto Ltd. (VFS) in their 13F filings, down 3 from Q4 2025. 6 opened new positions and 9 sold out. The largest holders were Geode Capital Management, LLC ($7.8M), Tidal Investments LLC ($1.7M) and Goldman Sachs Group Inc. ($830K). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Vinfast Auto Ltd.
- CUSIP
- Y9390M103
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $655K |
| Exits | 9 | $604K |
All 13F filers, Q4 2025 → Q1 2026: 686,150 shares bought and 387,166 shares sold, net +298,984 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 30 holders
| Geode Capital Management, LLC | 0.00% | Add +2.0% | 2,031,313 | $7.8M |
| Tidal Investments LLC | 0.01% | Add +21.9% | 429,082 | $1.7M |
| Goldman Sachs Group Inc. | 0.00% | Add +37.6% | 215,466 | $830K |
| Susquehanna International Group, LLP | 0.00% | Reduce -46.5% | 190,019 | $732K |
| Bank of America Corp. | 0.00% | Add +525.3% | 189,098 | $728K |
| Lazard Asset Management LLC | 0.00% | Add +3.2% | 185,329 | $714K |
| Vident Advisory, LLC | 0.01% | Add +106.2% | 178,236 | $686K |
| UBS Group AG | 0.00% | Add +9.2% | 129,260 | $498K |
| Citadel Advisors | 0.00% | New | 113,810 | $438K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | Reduce -3.0% | 84,311 | $325K |
| XTX Topco Ltd | 0.00% | Add +125.5% | 49,920 | $192K |
| Weiss Asset Management LP | 0.00% | No change | 49,699 | $191K |
| SBI Securities Co., Ltd. | 0.00% | Add +11.3% | 45,617 | $176K |
| National Bank of Canada | 0.00% | Add +10.4% | 42,156 | $162K |
| Blue Trust, Inc. | 0.00% | Reduce -11.5% | 35,825 | $138K |
| Renaissance Technologies | 0.00% | Add +157.0% | 31,100 | $120K |
| State Street Corp. | 0.00% | Reduce -10.0% | 28,903 | $111K |
| IMC-Chicago, LLC | 0.00% | New | 23,653 | $91K |
| Simplex Trading, LLC | 0.00% | Add +331.4% | 22,383 | $86K |
| Two Sigma Securities, LLC | 0.01% | New | 20,006 | $77K |
| Mariner, LLC | 0.00% | Reduce -54.9% | 16,298 | $63K |
| Morgan Stanley | 0.00% | Reduce -43.2% | 11,552 | $44K |
| Fieldview Capital Management, LLC | 0.01% | New | 10,201 | $39K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -22.6% | 2,800 | $11K |
| Delos Wealth Advisors, LLC | 0.01% | New | 2,500 | $10K |
| Jones Financial Companies LLLP | 0.00% | No change | 2,000 | $7K |
| Osaic Holdings, Inc. | 0.00% | No change | 1,400 | $5K |
| Toth Financial Advisory Corp. | 0.00% | No change | 13 | $51 |
| Wells Fargo & Company | 0.00% | New | 2 | $8 |
| Royal Bank of Canada | 0.00% | Add +400.0% | 25 | $0 |
"% of holder's portfolio" is VFS's weight in each manager's 13F, not the share of Vinfast Auto Ltd. the manager owns.