Convergence Investment Partners, LLC
•CIK: 1456133•Filing: Q4 2025
**Convergence Investment Partners, LLC** manages $503M across a diversified portfolio of 242 positions. The fund exhibits a clear technology tilt, with top holdings heavily weighted toward semiconductor and large-cap software names. Key allocations include NVDA at $16.8M, followed by AVGO ($10.8M), GOOGL ($10.3M), and MU ($9.8M). This concentration suggests a focused, high-conviction approach within the secular growth technology sector.
Total AUM
$502.9M
QoQ Performance
+12.9%
Positions
241
Top 10 Concentration
20.1%
Latest Filing
Q4 2025
Top Holdings Allocation
NVDA3.3%
AVGO2.1%
GOOGL2.0%
MU1.9%
GOOG1.9%
IBM1.9%
MSFT1.8%
AAPL1.7%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other56.4%
Technology21.0%
Healthcare6.3%
Financial5.1%
Consumer4.2%
Energy2.4%
Industrial1.8%
Communication1.5%
🚪 Exited Positionssold since Q3 2025
+93 more exited positions
Changes from Q3 2025
NEW48 new positions
↑86 increased
↓66 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023