Fund HoldingsConvergence Investment Partners, LLC

Total Portfolio Value
$394.46M
Total Bought
$104.80M
Total Sold
$99.95M
Net Transaction
+$4.85M
Filing Period:
Securities
SharesValue ($K)
Q1 2025
Q2 2025
Change
Q1 2025
Q2 2025
Weight (%)
Change
NETFLIX INC(NFLX)03,611+3,61104,8361.23%+4,836
KLA CORP(KLAC)04,196+4,19603,7590.95%+3,759
MICROSOFT CORP(MSFT)017,154+17,15408,5322.16%+8,532
ANALOG DEVICES INC(ADI)014,750+14,75003,5110.89%+3,511
NVIDIA CORPORATION(NVDA)074,805+74,805011,8183.00%+11,818
JABIL INC(JBL)3,09214,640+11,5484213,1930.81%+2,772
FLEX LTD(FLEX)053,602+53,60202,6760.68%+2,676
PEGASYSTEMS INC(PEGA)049,018+49,01802,6530.67%+2,653
KYNDRYL HLDGS INC(KD)062,559+62,55902,6250.67%+2,625
CREDO TECHNOLOGY GROUP HOLDI
ORDINARY SHARES
027,830+27,83002,5770.65%+2,577
ALPHABET INC(GOOG)042,076+42,07607,4151.88%+7,415
OLD REP INTL CORP(ORI)052,884+52,88402,0330.52%+2,033
BANK NEW YORK MELLON CORP36,38555,416+19,0313,0525,0491.28%+1,997
ROBINHOOD MKTS INC(HOOD)020,585+20,58501,9270.49%+1,927
META PLATFORMS INC(META)011,968+11,96808,8342.24%+8,834
MGIC INVT CORP WIS(MTG)066,182+66,18201,8430.47%+1,843
BROADCOM INC(AVGO)027,811+27,81107,6661.94%+7,666
FEDERATED HERMES INC(FHI)039,127+39,12701,7340.44%+1,734
JOHNSON CTLS INTL PLC
SHS
12,08324,702+12,6199682,6090.66%+1,641
FLUOR CORP NEW(FLR)031,723+31,72301,6260.41%+1,626
US BANCORP DEL(USB)035,555+35,55501,6090.41%+1,609
MOSAIC CO NEW(MOS)043,803+43,80301,5980.41%+1,598
CF INDS HLDGS INC(CF)025,378+25,37802,3350.59%+2,335
INTERNATIONAL BUSINESS MACHS(IBM)27,89828,286+3886,9378,3382.11%+1,401
KINDER MORGAN INC DEL(KMI)044,811+44,81101,3170.33%+1,317
ROCKWELL AUTOMATION INC(ROK)03,953+3,95301,3130.33%+1,313
NRG ENERGY INC(NRG)022,694+22,69403,6440.92%+3,644
EBAY INC.(EBAY)9,43625,874+16,4386391,9270.49%+1,288
RESMED INC(RMD)04,947+4,94701,2760.32%+1,276
EPR PPTYS(EPR)021,468+21,46801,2510.32%+1,251
BANCORP INC DEL(TBBK)021,447+21,44701,2220.31%+1,222
LAM RESEARCH CORP(LRCX)027,704+27,70402,6970.68%+2,697
PTC THERAPEUTICS INC(PTCT)024,679+24,67901,2050.31%+1,205
AMPHENOL CORP NEW012,070+12,07001,1920.30%+1,192
CATALYST PHARMACEUTICALS INC054,906+54,90601,1910.30%+1,191
PHILIP MORRIS INTL INC(PM)9,11714,455+5,3381,4472,6330.67%+1,185
COLGATE PALMOLIVE CO(CL)012,959+12,95901,1780.30%+1,178
CARDINAL HEALTH INC(CAH)29,45131,118+1,6674,0575,2281.33%+1,170
ESCO TECHNOLOGIES INC(ESE)05,742+5,74201,1020.28%+1,102
DORMAN PRODS INC(DORM)08,980+8,98001,1020.28%+1,102
DELTA AIR LINES INC DEL(DAL)022,107+22,10701,0870.28%+1,087
JPMORGAN CHASE & CO.(JPM)017,345+17,34505,0281.27%+5,028
ADT INC DEL(ADT)94,985216,021+121,0367731,8300.46%+1,057
FORTINET INC(FTNT)016,819+16,81901,7780.45%+1,778
REV GROUP INC021,725+21,72501,0340.26%+1,034
TRAVELERS COMPANIES INC(TRV)04,652+4,65201,2450.32%+1,245
CISCO SYS INC(CSCO)89,22593,867+4,6425,5066,5131.65%+1,006
EXPAND ENERGY CORPORATION(EXE)08,190+8,19009580.24%+958
O-I GLASS INC(OI)058,863+58,86308680.22%+868
STRIDE INC(LRN)05,956+5,95608650.22%+865
NEXTRACKER INC015,898+15,89808640.22%+864
CARVANA CO(CVNA)07,807+7,80702,6310.67%+2,631
NEWMONT CORP(NEM)014,650+14,65008540.22%+854
SYNCHRONY FINANCIAL(SYF)057,294+57,29403,8240.97%+3,824
FREEPORT-MCMORAN INC(FCX)018,764+18,76408130.21%+813
CBOE GLOBAL MKTS INC(CBOE)03,418+3,41807970.20%+797
WELLTOWER INC(WELL)05,154+5,15407920.20%+792
ELECTRONIC ARTS INC(EA)04,620+4,62007380.19%+738
ALNYLAM PHARMACEUTICALS INC(ALNY)02,259+2,25907370.19%+737
CARNIVAL CORP026,105+26,10507340.19%+734
MASTEC INC(MTZ)07,555+7,55501,2880.33%+1,288
COMMVAULT SYS INC(CVLT)08,664+8,66401,5100.38%+1,510
ALLSTATE CORP(ALL)03,426+3,42606900.17%+690
STERLING INFRASTRUCTURE INC(STRL)05,774+5,77401,3320.34%+1,332
CITIGROUP INC(C)021,776+21,77601,8540.47%+1,854
INDEPENDENCE RLTY TR INC(IRT)036,219+36,21906410.16%+641
CORECIVIC INC(CXW)028,637+28,63706030.15%+603
ADTALEM GLOBAL ED INC(CVSA)2,7566,397+3,6412778140.21%+537
PRIMORIS SVCS CORP(PRIM)016,980+16,98001,3230.34%+1,323
BOOKING HOLDINGS INC(BKNG)0303+30301,7540.44%+1,754
AMERICAN HEALTHCARE REIT INC(AHR)014,189+14,18905210.13%+521
HOWMET AEROSPACE INC(HWM)7,2707,818+5489431,4550.37%+512
UNITED AIRLS HLDGS INC(UAL)015,202+15,20201,2110.31%+1,211
SEZZLE INC(SEZL)02,773+2,77304970.13%+497
RALPH LAUREN CORP(RL)01,769+1,76904850.12%+485
VERISIGN INC11,26411,572+3082,8603,3420.85%+482
CUSHMAN WAKEFIELD PLC(CWK)042,501+42,50104700.12%+470
UBER TECHNOLOGIES INC(UBER)7,67511,000+3,3255591,0260.26%+467
CAPITAL ONE FINL CORP(COF)011,029+11,02902,3470.59%+2,347
OPTION CARE HEALTH INC(OPCH)013,768+13,76804470.11%+447
PVH CORPORATION(PVH)05,844+5,84404010.10%+401
VALERO ENERGY CORP(VLO)19,49422,048+2,5542,5752,9640.75%+389
MARATHON PETE CORP(MPC)6,1657,739+1,5748981,2850.33%+387
GE VERNOVA INC(GEV)02,358+2,35801,2480.32%+1,248
CAL MAINE FOODS INC(CALM)24,05825,711+1,6532,1872,5620.65%+375
BLOOM ENERGY CORP35,48944,779+9,2906981,0710.27%+373
DROPBOX INC(DBX)40,80151,072+10,2711,0901,4610.37%+371
ARISTA NETWORKS INC(ANET)030,621+30,62103,1330.79%+3,133
PALOMAR HLDGS INC(PLMR)02,341+2,34103610.09%+361
GE HEALTHCARE TECHNOLOGIES I(GEHC)04,694+4,69403480.09%+348
HEWLETT PACKARD ENTERPRISE C(HPE)067,065+67,06501,3710.35%+1,371
UGI CORP NEW(UGI)16,36523,963+7,5985418730.22%+332
TECHNIPFMC PLC(FTI)027,945+27,94509620.24%+962
AMAZON COM INC(AMZN)035,457+35,45707,7791.97%+7,779
NETAPP INC(NTAP)016,876+16,87601,7980.46%+1,798
MODINE MFG CO(MOD)03,187+3,18703140.08%+314
EXELIXIS INC(EXEL)37,00638,111+1,1051,3661,6800.43%+313
HUNTINGTON BANCSHARES INC(HBAN)55,16868,039+12,8718281,1400.29%+312
NUTANIX INC(NTNX)035,661+35,66102,7260.69%+2,726
CATERPILLAR INC(CAT)05,623+5,62302,1830.55%+2,183
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