Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
CONVERGENCE INVESTMENT PARTNERS LLC 05-03-2024 03-31-2024 245 261,025,000
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
MICROSOFT CORP COM 1 $8,359,000 19,868 3.20 3.82 405 2.08 03-31-2024
NVIDIA CORPORATION COM 2 $5,914,000 6,545 2.27 1.48 812 14.16 03-31-2024
AMAZON COM INC COM 3 $5,326,000 29,524 2.04 1.94 5,054 20.65 03-31-2024
INTERNATIONAL BUSINESS MACHS COM 4 $5,303,000 27,768 2.03 1.82 6,429 30.13 03-31-2024
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