Convergence Investment Partners, LLC

Long Only Manager

Convergence Investment Partners, LLC is a Long Only Manager based in Palm Beach Gardens, FL led by David James Abitz, reporting $464.8M in AUM as of Q3 2025 with NVDA as the largest holding (3% allocation).

PresidentDavid James Abitz

Portfolio Value: $445.6M
Positions: 250
Top Holding: NVDA at 3.28%
Last Reported: Q3 2025

Address3801 Pga Blvd., Suite 1001, Palm Beach Gardens, FL, 33410-2757, United States

Top Holdings

Largest long holdings in Convergence Investment Partners, LLC's portfolio (19.7% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Nvidia NVDA	Semiconductors Technology	$14.6M	3.28%	+$663.5K Bought	0.00% 78.4K shares	Q1 2018 Held for 7y 8m
2 Apple AAPL	Consumer Electronics Technology	$9.6M	2.16%	+$5.0M Bought	0.00% 37.9K shares	≤ Q2 2013 Held for 12y 5m+
3 Broadcom Inc. AVGO	Semiconductors Technology	$9.4M	2.10%	+$178.2K Bought	0.00% 28.4K shares	Q1 2018 Held for 7y 8m
4 Alphabet Inc. GOOGL	Internet Content & Information Communication Services	$8.8M	1.97%	-$1.4M Sold	0.00% 36.2K shares	≤ Q2 2013 Held for 12y 5m+
5 Microsoft MSFT	Software - Infrastructure Technology	$8.5M	1.91%	-$366.2K Sold	0.00% 16.4K shares	≤ Q2 2013 Held for 12y 5m+
6 International Business Machines IBM	Information Technology Services Technology	$8.4M	1.88%	+$401.8K Bought	0.00% 29.7K shares	≤ Q2 2013 Held for 12y 5m+
7 Meta Platforms, Inc. META	Internet Content & Information Communication Services	$8.0M	1.80%	-$781.4K Sold	0.00% 10.9K shares	Q1 2016 Held for 9y 8m
8 Amazon AMZN	Specialty Retail Consumer Cyclical	$7.5M	1.69%	-$247.9K Sold	0.00% 34.3K shares	Q1 2015 Held for 10y 8m
9 Bank of New York Mellon BK	Asset Management Financial Services	$6.5M	1.45%	+$441.2K Bought	0.01% 59.5K shares	Q2 2022 Held for 3y 5m
10 AbbVie ABBV	Drug Manufacturers - General Healthcare	$6.4M	1.44%	+$659.4K Bought	0.00% 27.6K shares	Q4 2015 Held for 9y 11m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Convergence Investment Partners, LLC's latest filing

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Market Value

$445.6M

Prior: $394.5M

Q/Q Change

+12.95%

+$51.1M

Net Flows % of MV

-10.03%

Turnover Ratio

23.75%

New Purchases

11 stocks

$13.1M

Added To

83 stocks

+$41.3M

Sold Out Of

49 stocks

$46.2M

Reduced Holdings

94 stocks

-$52.9M

Increased Positions

Position	Shares Δ	Change
1 Fox Corporation FOX	New	0 → 56.8K +$3.3M
2 SolarEdge Technologies SEDG	New	0 → 82.0K +$3.0M
3 Garrett Motion Inc. GTX	New	0 → 115.5K +$1.6M
4 Everus Construction Group ECG	New	0 → 15.3K +$1.3M
5 AZZ AZZ	New	0 → 9.2K +$999.8K

Decreased Positions

Position	Shares Δ	Change
1 Nutanix, Inc. NTNX	Sold	35.7K → 0 −$2.7M
2 Williams Companies WMB	Sold	34.3K → 0 −$2.2M
3 StoneX Group Inc. SNEX	Sold	22.1K → 0 −$2.0M
4 MGIC Investment Corp. MTG	Sold	66.2K → 0 −$1.8M
5 Fortinet FTNT	Sold	16.8K → 0 −$1.8M