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John C Callen

Convergence Investment Partners, Llc

Assets Managed
$610.681M
Holdings
235
Last Quarter
2026 - Q1
Filed Date
2mo 7d ago
Growth Rate
21.43%(2Q avg: 17.16%)
Sustained Growth
4 quarters

Portfolio positions

This chart displays the top 10 holdings in Convergence Investment Partners, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 235 positions.

Assets under management

The assets under management (AUM) of Convergence Investment Partners, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 610.681M in assets, with a quarterly growth rate of 21.43% and a 2-quarter average growth rate of 17.16%. The portfolio is managed by John C Callen, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
NVDA
Nvidia Corp
Recent Activity
Increased 20.94%
3.12%
$19.048M
109,219 shares@ $174.41 avg price
AVGO
Broadcom Inc
Recent Activity
Increased 38.88%
2.19%
$13.371M
43,202 shares@ $309.51 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Increased 24.09%
1.92%
$11.705M
40,705 shares@ $287.57 avg price
GOOG
Alphabet Inc-cl C
Recent Activity
Increased 29.42%
1.88%
$11.433M
39,857 shares@ $286.87 avg price
AMZN
Amazon.com Inc
Recent Activity
Increased 81.36%
1.8%
$10.937M
52,513 shares@ $208.28 avg price
LRCX
Lam Research Corp
Recent Activity
Increased 29.6%
1.79%
$10.875M
50,898 shares@ $213.66 avg price
T
At&t Inc
Recent Activity
Increased 33.13%
1.55%
$9.417M
324,837 shares@ $28.99 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 25.61%
1.47%
$8.931M
24,127 shares@ $370.17 avg price
MU
Micron Technology Inc
Recent Activity
Decreased -26.95%
1.39%
$8.441M
24,984 shares@ $337.84 avg price
AAPL
Apple Inc
Recent Activity
Increased 2.45%
1.37%
$8.332M
32,830 shares@ $253.8 avg price

1-10 of 235