Convergence Investment Partners, LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing lists 232 distinct positions held by the firm, with the total number of shares held across all positions reported as 13,473,534,221.
The portfolio is diversified across a wide range of sectors and market capitalizations. Major technology holdings include NVIDIA Corporation, which is listed with 66,062,055 shares, and Microsoft Corporation with 22,048,516 shares. Other notable technology positions include Broadcom Inc. with 29,147,391 shares, Advanced Micro Devices Inc. with 26,457,477 shares, and Micron Technology Inc. with 34,369,859 shares.
Convergence also holds significant positions in consumer and industrial companies. Apple Inc. is listed with 30,155,511 shares, while Amazon.com Inc. holds 34,860,570 shares. In the industrial sector, the firm lists Caterpillar Inc. with 325,577 shares and Deere & Co. with 224,910 shares. Other notable holdings include Visa Inc. with 27,485,894 shares, UnitedHealth Group Inc. with 6,887,003 shares, and Procter & Gamble Co. with 1,884,189 shares.
The filing identifies John C. Callen, Chief Compliance Officer, as the authorized signer for the report.
