Long-term investor
Convergence Investment Partners, LLC @convergenceinvestmentpar
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001456133).
Record
- Tracked since 2025-12-31 (249 days), 265 trades recorded
- Returns: week n/a · month n/a · 90 days +11.5% · 6 months n/a · 1 year n/a · all +12.3%
- Max drawdown n/a · win rate 16% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- NVDA · 3.7% · long · since 2025-12-31
- 512807306 · 2.7% · long · since 2025-12-31
- GOOGL · 2.0% · long · since 2025-12-31
- 02079K107 · 2.0% · long · since 2025-12-31
- MU · 1.9% · long · since 2025-12-31
- AMZN · 1.9% · long · since 2025-12-31
- DELL · 1.7% · long · since 2025-12-31
- SNDK · 1.5% · long · since 2026-03-31
- CSCO · 1.5% · long · since 2025-12-31
- AMD · 1.4% · long · since 2025-12-31
- AVGO · 1.2% · long · since 2025-12-31
- ADI · 1.2% · long · since 2025-12-31
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