SEC 13F Intelligence

Managers / Q2 2020 · view latest →

Convergence Investment Partners, LLC

CIK 0001456133 · 3801 PGA BLVD., SUITE 1001, PALM BEACH GARDENS, FL, 33410 · 5614948001

Reported Value
$291M
Q2 2020
Positions
210
Filings on Record
30
2019–present window
Filed
Jul 30, 2020
original filing

Summary

Convergence Investment Partners, Llc reported $291M in U.S.-listed holdings across 210 positions for Q2 2020.

Its largest position, MSFT, represents 2.2% of the portfolio.

Compared with Q1 2020, the fund opened 63 new positions and exited 59.

Reported Value by Quarter

13F Reported Value
Q4 ’18: $435MQ4 ’18Q1 ’19: $458MQ2 ’19: $414MQ3 ’19: $359MQ4 ’19: $352MQ4 ’19Q1 ’20: $229MQ2 ’20: $291MQ3 ’20: $287MQ4 ’20: $199MQ4 ’20Q1 ’21: $219MQ2 ’21: $233MQ3 ’21: $186MQ4 ’21: $196MQ4 ’21Q1 ’22: $194MQ2 ’22: $165MQ3 ’22: $153MQ4 ’22: $168.8BQ4 ’22Q1 ’23: $170,009Q2 ’23: $174,161Q3 ’23: $169,060Q4 ’23: $191,392Q4 ’23Q1 ’24: $261,025Q2 ’24: $342MQ3 ’24: $371MQ4 ’24: $447MQ4 ’24Q1 ’25: $361MQ2 ’25: $394MQ3 ’25: $446MQ4 ’25: $503MQ4 ’25Q1 ’26: $611Mfilingsflow.com

Portfolio Composition

By security type

Composition data arrives with ticker enrichment.

Quarter-over-Quarter Changes full breakdown →

Holdings — Q2 2020

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#IssuerClass% PortfolioValueShares

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$611M235May 7, 202613F-HRchanges · EDGAR ↗
Q4 2025$503M242Feb 5, 202613F-HRchanges · EDGAR ↗
Q3 2025$446M250Nov 4, 202513F-HRchanges · EDGAR ↗
Q2 2025$394M233Aug 1, 202513F-HRchanges · EDGAR ↗
Q1 2025$361M237May 6, 202513F-HRchanges · EDGAR ↗
Q4 2024$447M250Jan 31, 202513F-HRchanges · EDGAR ↗
Q3 2024$371M237Oct 29, 202413F-HRchanges · EDGAR ↗
Q2 2024$342M241Aug 1, 202413F-HRchanges · EDGAR ↗
Q1 2024$261,025245May 3, 202413F-HRchanges · EDGAR ↗
Q4 2023$191,392191Feb 5, 202413F-HRchanges · EDGAR ↗
Q3 2023$169,060162Nov 2, 202313F-HRchanges · EDGAR ↗
Q2 2023$174,161168Jul 26, 202313F-HRchanges · EDGAR ↗
Q1 2023$170,009177May 9, 202313F-HRchanges · EDGAR ↗
Q4 2022$168.8B205Feb 3, 202313F-HRchanges · EDGAR ↗
Q3 2022$153M199Nov 8, 202213F-HRchanges · EDGAR ↗
Q2 2022$165M202Aug 5, 202213F-HRchanges · EDGAR ↗
Q1 2022$194M212Apr 26, 202213F-HRchanges · EDGAR ↗
Q4 2021$196M223Jan 25, 202213F-HRchanges · EDGAR ↗
Q3 2021$186M224Oct 25, 202113F-HRchanges · EDGAR ↗
Q2 2021$233M246Jul 19, 202113F-HRchanges · EDGAR ↗
Q1 2021$219M245Apr 30, 202113F-HRchanges · EDGAR ↗
Q4 2020$199M227Feb 5, 202113F-HRchanges · EDGAR ↗
Q3 2020$287M229Oct 28, 202013F-HRchanges · EDGAR ↗
Q2 2020$291M210Jul 30, 202013F-HRchanges · EDGAR ↗
Q1 2020$229M206Apr 23, 202013F-HRchanges · EDGAR ↗
Q4 2019$352M222Jan 22, 202013F-HRchanges · EDGAR ↗
Q3 2019$359M294Oct 22, 201913F-HRchanges · EDGAR ↗
Q2 2019$414M296Jul 23, 201913F-HRchanges · EDGAR ↗
Q1 2019$458M304May 1, 201913F-HRchanges · EDGAR ↗
Q4 2018$435M305Feb 13, 201913F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.