CONVERGENCE INVESTMENT PARTNERS, LLC 13F Portfolio
CONVERGENCE INVESTMENT PARTNERS, LLC runs CONVERGENCE INVESTMENT PARTNERS, LLC and currently holds 241 stock positions, which is more than the average of 231 among the investors we track. The portfolio is valued at approximately $1.06B. Their top holdings are NVDA, LRCX, GOOGL, GOOG, MU. The top five represent 12.3% of reported portfolio weight. CONVERGENCE INVESTMENT PARTNERS, LLC ranks #N/A out of 1000 investors tracked by Alpha Score. In the most recent quarter, CONVERGENCE INVESTMENT PARTNERS, LLC initiated 15 new positions. They added to 73 existing positions. They trimmed 12 positions. Their current best-performing preview position is SNDK with returns of +257.88%.
Portfolio Value
$1.06B
Alpha Score
95.4
#0 of 1000
Holdings
241
CONVERGENCE INVESTMENT PARTNERS, LLC Current 13F Holdings
Reported holdings from CONVERGENCE INVESTMENT PARTNERS, LLC's latest SEC 13F filing, ranked by portfolio weight.
241 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 NVDA NVIDIA CORPORATION | 3.74% | $149.75 | $229.28 | +53.11% | Added +80.41% |
 LRCX LAM RESEARCH CORP | 2.67% | $190.73 | $318.84 | +67.17% | Added +27.65% |
 GOOGL ALPHABET INC | 1.99% | $233.87 | $351.66 | +50.37% | Added +44.46% |
 GOOG ALPHABET INC | 1.96% | $273.67 | $347.86 | +27.11% | Added +46.76% |
 MU MICRON TECHNOLOGY INC | 1.90% | $280.22 | $1,029.00 | +267.21% | Trimmed -30.55% |
 AMZN AMAZON COM INC | 1.87% | $202.68 | $262.43 | +29.48% | Added +57.67% |
 DELL DELL TECHNOLOGIES INC | 1.68% | $152.80 | $586.28 | +283.69% | Trimmed -8.77% |
 SNDK SANDISK CORP | 1.53% | $635.34 | $1,581.82 | +148.97% | Trimmed -25.32% |
 CSCO CISCO SYS INC | 1.48% | $88.52 | $118.39 | +33.74% | Added +71.61% |
 AMD ADVANCED MICRO DEVICES INC | 1.43% | $200.84 | $608.10 | +202.78% | Trimmed -35.13% |
Showing 1-10 of 241