CI INVESTMENTS INC.

CIK

1163648

Location

TORONTO, Z4

Portfolio Value

Large $17,630,016,876

Diversification

Diversified

Filing Date

Global Rank

#297 / 8,623 ▼ 16 · as of Mar 2026

Top Industry

Semiconductors 15.2%

3Y Alpha vs SPY

-2.0%

Period ended 4 months ago

Filed May 13, 2026 · 3mo

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+62.6%

SPY

+65.3%

Annualised alpha

-0.6%

Max drawdown

−19.4%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

555 tracked positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

7.4%

+0.3 pts

Top 5

23.7%

−2.1 pts

Top 10

34.4%

−2.5 pts

HHI

184

Diversified−24

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	30.5%	$5,371,520,735	78
Financial Services	11.3%	$1,988,050,744	84
Consumer Cyclical	10.2%	$1,794,086,367	54
Healthcare	9.2%	$1,619,180,152	61
Industrials	8.4%	$1,481,445,562	99
Communication Services	7.4%	$1,311,042,499	22
Real Estate	6.5%	$1,150,396,518	34
Energy	5.9%	$1,043,194,412	37
Consumer Defensive	3.6%	$626,919,769	24
Utilities	3.1%	$539,801,133	24
Basic Materials	2.7%	$479,832,862	33
Unclassified	1.3%	$224,546,123	5

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
NU	Nu Holdings Ltd.	+2,909,356	4,366,670	$62,749,047
SLB	Slb Limited/Nv	+891,696	898,174	$46,157,161
DC	Dakota Gold Corp.	+701,511	1,122,683	$5,669,549
NEE	Nextera Energy Inc	+659,737	1,473,366	$136,846,234
AMH	American Homes 4 Rent	+496,037	2,959,426	$82,627,173
CCC	CCC Intelligent Solutions Holdings Inc.	+462,062	3,808,853	$22,853,118
BRX	Brixmor Property Group Inc.	+392,621	3,753,992	$108,114,969
PANW	Palo Alto Networks Inc	+379,556	446,374	$71,562,679
NOW	ServiceNow, Inc.	+373,667	1,426,476	$149,138,065
RTX	RTX Corp	+306,227	315,590	$60,877,311
MRVL	Marvell Technology, Inc.	+297,837	323,682	$32,060,702
AU	AngloGold Ashanti PLC	+268,462	382,816	$37,270,965
MRK	Merck & Co., Inc.	+243,661	1,237,783	$148,892,917
CF	CF Industries Holdings, Inc.	+239,595	247,788	$32,172,793
ELS	Equity Lifestyle Properties Inc	+215,219	1,019,804	$63,656,165
HWM	Howmet Aerospace Inc.	+194,735	216,816	$49,967,415
SNOW	Snowflake Inc.	+185,261	720,810	$108,712,564
COP	Conocophillips	+169,864	641,797	$84,717,204
VIST	Vista Energy, S.A.B. de C.V.	+166,230	456,186	$34,428,357
BA	Boeing Co	+164,917	167,849	$33,406,986
AVGO	Broadcom Inc.	+156,040	1,761,094	$545,076,203
JNJ	Johnson & Johnson	+144,553	317,660	$77,648,810
GLD	Spdr Gold Trust	+138,846	282,364	$121,498,405
NET	Cloudflare, Inc.	+127,552	231,386	$47,744,187
GILD	Gilead Sciences, Inc.	+122,233	224,299	$31,260,551
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
KGC	Kinross Gold Corp	−2,605,296	3,609,284	$110,155,347
VICI	Vici Properties Inc.	−2,417,404	1,351,930	$36,934,727
IAG	Iamgold Corp	−1,807,089	5,555,344	$104,551,574
BN	BROOKFIELD Corp /ON/	−896,484	3,429,556	$138,794,131
JEF	Jefferies Financial Group Inc.	−535,234	85,677	$3,535,889
BSX	Boston Scientific Corp	−517,759	703,393	$44,137,910
USFD	US Foods Holding Corp.	−509,091	626,553	$57,774,452
MSFT	Microsoft Corp	−508,758	2,159,396	$799,343,617
VTR	Ventas, Inc.	−494,259	1,812,752	$148,246,858
UNH	Unitedhealth Group Inc	−480,706	283,437	$76,695,217
PG	PROCTER & GAMBLE Co	−469,735	281,591	$40,673,004
CRH	Crh Public Ltd Co	−460,033	241,936	$25,432,312
SN	SharkNinja, Inc.	−439,204	20,622	$2,183,869
SHOP	Shopify Inc.	−340,084	178,051	$21,120,409
NKE	NIKE, Inc.	−332,574	730,750	$38,598,215
BUR	Burford Capital Ltd	−285,922	2,290,496	$10,353,041
CEG	Constellation Energy Corp	−259,071	54,071	$15,099,326
ETR	Entergy Corp /De/	−236,216	950,636	$106,813,460
KO	Coca Cola Co	−234,835	1,347,955	$102,511,977
LGN	Legence Corp.	−221,195	567,092	$32,018,014
V	Visa Inc.	−190,404	533,494	$161,243,226
BE	Bloom Energy Corp	−187,970	109,161	$14,790,223
PBR	Petrobras - Petroleo Brasileiro SA	−175,822	406,687	$8,438,755
ACN	Accenture plc	−169,584	2,821	$559,376
GOOGL	Alphabet Inc.	−160,244	1,100,280	$316,396,515
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
AS	Amer Sports, Inc.	1,704,951	$56,126,986
STRL	Sterling Infrastructure, Inc.	99,201	$40,401,591
LITE	Lumentum Holdings Inc.	50,501	$35,490,082
BWXT	BWX Technologies, Inc.	128,648	$26,307,229
RBRK	Rubrik, Inc.	404,637	$19,815,073
MOD	Modine Manufacturing Co	74,712	$16,190,837
ATAT	Atour Lifestyle Holdings Ltd	381,084	$14,027,702
HL	Hecla Mining Co/De/	538,886	$10,039,446
ITRI	Itron, Inc.	91,942	$8,240,761
TDUP	ThredUp Inc.	1,810,000	$5,936,800
PRIM	Primoris Services Corp	40,660	$5,816,006
CBRE	Cbre Group, Inc.	37,123	$5,028,681
ONDS	Ondas Inc.	470,662	$4,254,784
MDLN	Medline Inc.	91,330	$4,064,185
NXT	Nextpower Inc.	33,115	$3,992,013
SR	Spire Inc	22,224	$2,012,160
MDGL	Madrigal Pharmaceuticals, Inc.	2,021	$1,057,932
PNFP	Pinnacle Financial Partners, Inc.	8,180	$704,625
WAB	Westinghouse Air Brake Technologies Corp	1,278	$319,384
CBOE	Cboe Global Markets, Inc.	1,074	$301,869
BKR	Baker Hughes Co	4,522	$276,068
SNA	Snap-on Inc	702	$254,980
KEYS	Keysight Technologies, Inc.	888	$250,744
APA	APA Corp	5,825	$247,213
ETOR	eToro Group Ltd.	7,552	$226,786
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
HDB	Hdfc Bank Ltd	1,474,680	$53,884,807
DDOG	Datadog, Inc.	236,489	$32,160,139
CSGP	Costar Group, Inc.	343,534	$23,099,226
QQQ	Invesco Qqq Trust, Series 1	22,112	$13,583,622
BBUC	Brookfield Business Corp	293,203	$10,520,123
NTES	NetEase, Inc.	72,356	$9,957,632
HMY	Harmony Gold Mining Co Ltd	474,430	$9,441,157
TCOM	Trip.com Group Ltd	107,201	$7,708,823
GTLB	Gitlab Inc.	148,252	$5,563,897
ALV	Autoliv Inc	41,887	$4,971,986
WK	Workiva Inc	36,514	$3,149,332
RVLV	Revolve Group, Inc.	94,900	$2,865,031
MIR	Mirion Technologies, Inc.	106,612	$2,496,853
FLNC	Fluence Energy, Inc.	108,365	$2,143,459
EIX	Edison International	28,933	$1,736,558
CC	Chemours Co	98,500	$1,161,315
KHC	Kraft Heinz Co	40,285	$976,911
IOT	Samsara Inc.	26,773	$949,102
QURE	uniQure N.V.	37,841	$905,535
MTN	Vail Resorts Inc	5,456	$724,556
BLCO	Bausch & Lomb Corp	40,075	$684,481
CHTR	Charter Communications, Inc. /Mo/	3,037	$633,973
GT	Goodyear Tire & Rubber Co /Oh/	55,000	$481,800
XYZ	Block, Inc.	6,446	$419,570
BORR	Borr Drilling Ltd	90,000	$362,700
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

555 tracked positions · $17,630,016,876 total · filing declares 646 positions · $20,646,390,587 · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 555 positions by value · page 1 of 12

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NVDA	Nvidia Corp Technology	Added	7,453,745	+12,788	$1,299,933,127	−6.3%	7.37%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	4,555,051	-132,875	$948,680,471	−12.3%	5.38%
MSFT	Microsoft Corp Technology	Reduced	2,159,396	-508,758	$799,343,617	−38.1%	4.53%
AAPL	Apple Inc. Technology	Reduced	2,334,524	-27,119	$592,478,845	−7.7%	3.36%
AVGO	Broadcom Inc. Technology	Added	1,761,094	+156,040	$545,076,203	−1.9%	3.09%
META	Meta Platforms, Inc. Communication Services	Reduced	883,029	-98,510	$505,207,380	−22.0%	2.87%
MA	Mastercard Inc Financial Services	Added	845,789	+18,372	$422,606,931	−10.5%	2.40%
LLY	ELI LILLY & Co Healthcare	Reduced	371,515	-22,269	$341,708,351	−19.3%	1.94%
GOOGL	Alphabet Inc. Communication Services	Reduced	1,100,280	-160,244	$316,396,515	−19.8%	1.79%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Reduced	877,754	-101,639	$296,636,962	−0.3%	1.68%
WMT	Walmart Inc. Consumer Defensive	Reduced	1,836,149	-30,999	$228,196,597	+9.7%	1.29%
DHR	Danaher Corp /De/ Healthcare	Added	1,181,493	+26,367	$224,011,072	−15.3%	1.27%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	744,679	-63,548	$219,054,774	−15.9%	1.24%
LNG	Cheniere Energy, Inc. Energy	Reduced	758,640	-3,449	$215,271,686	+45.3%	1.22%
TMO	Thermo Fisher Scientific Inc. Healthcare	Reduced	428,160	-119,627	$210,453,484	−33.7%	1.19%
BAC	Bank Of America Corp /De/ Financial Services	Reduced	4,272,260	-123,666	$208,272,675	−13.9%	1.18%
TRGP	Targa Resources Corp. Energy	Added	795,557	+52,022	$199,470,006	+45.4%	1.13%
GEV	GE Vernova Inc. Industrials	Added	210,646	+428	$183,872,893	+33.8%	1.04%
WMB	Williams Companies, Inc. Energy	Reduced	2,494,111	-5,140	$181,521,398	+20.8%	1.03%
AMD	Advanced Micro Devices Inc Technology	Added	886,360	+54,721	$180,312,214	+1.2%	1.02%
V	Visa Inc. Financial Services	Reduced	533,494	-190,404	$161,243,226	−36.5%	0.91%
T	At&T Inc. Communication Services	Reduced	5,216,921	-75,322	$151,238,539	+15.0%	0.86%
NOW	ServiceNow, Inc. Technology	Added	1,426,476	+373,667	$149,138,065	−7.5%	0.85%
MRK	Merck & Co., Inc. Healthcare	Added	1,237,783	+243,661	$148,892,917	+42.3%	0.84%
VTR	Ventas, Inc. Real Estate	Reduced	1,812,752	-494,259	$148,246,858	−17.0%	0.84%
EQIX	Equinix Inc Real Estate	Added	143,997	+4,693	$141,151,619	+32.3%	0.80%
LYV	Live Nation Entertainment, Inc. Communication Services	Reduced	911,825	-115,334	$139,062,430	−5.0%	0.79%
BN	BROOKFIELD Corp /ON/ Financial Services	Reduced	3,429,556	-896,484	$138,794,131	−30.1%	0.79%
NEE	Nextera Energy Inc Utilities	Added	1,473,366	+659,737	$136,846,234	+109.5%	0.78%
PLD	Prologis, Inc. Real Estate	Reduced	1,014,332	-3,310	$134,074,403	+3.2%	0.76%
C	Citigroup Inc Financial Services	Reduced	1,151,460	-25,661	$130,587,078	−4.9%	0.74%
KKR	KKR & Co. Inc. Financial Services	Reduced	1,404,589	-49,865	$129,924,482	−29.9%	0.74%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Reduced	812,422	-9,276	$129,743,793	+2.8%	0.74%
MU	Micron Technology Inc Technology	Reduced	362,753	-39,563	$122,552,473	+6.7%	0.70%
GLD	Spdr Gold Trust	Added	282,364	+138,846	$121,498,405	+113.6%	0.69%
BABA	Alibaba Group Holding Ltd Consumer Cyclical	Reduced	958,245	-31,791	$120,221,417	−17.2%	0.68%
KGC	Kinross Gold Corp Basic Materials	Reduced	3,609,284	-2,605,296	$110,155,347	−37.1%	0.62%
SNOW	Snowflake Inc. Technology	Added	720,810	+185,261	$108,712,564	−7.5%	0.62%
BRX	Brixmor Property Group Inc. Real Estate	Added	3,753,992	+392,621	$108,114,969	+22.7%	0.61%
ETR	Entergy Corp /De/ Utilities	Reduced	950,636	-236,216	$106,813,460	−2.6%	0.61%
IAG	Iamgold Corp Basic Materials	Reduced	5,555,344	-1,807,089	$104,551,574	−13.9%	0.59%
MELI	Mercadolibre Inc Consumer Cyclical	Added	60,231	+4,557	$104,140,603	−7.1%	0.59%
BIPH	Brookfield Infrastructure Partners L.P. Utilities	Reduced	2,871,311	-18,269	$103,711,753	+3.3%	0.59%
KO	Coca Cola Co Consumer Defensive	Reduced	1,347,955	-234,835	$102,511,977	−7.4%	0.58%
SPGI	S&P Global Inc. Financial Services	Added	238,910	+3,625	$101,617,972	−17.4%	0.58%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	99,247	+79,710	$98,892,688	+487.0%	0.56%
J	Jacobs Solutions Inc. Industrials	Reduced	747,249	-7,248	$95,109,852	−4.8%	0.54%
SPY	Spdr S&P 500 ETF Trust	Reduced	133,362	-61,883	$86,730,643	−34.9%	0.49%
COP	Conocophillips Energy	Added	641,797	+169,864	$84,717,204	+91.8%	0.48%
GS	Goldman Sachs Group Inc Financial Services	Reduced	100,128	-67,043	$84,707,286	−42.4%	0.48%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.