CI INVESTMENTS INC.

CIK

1163648

Location

TORONTO, Z4

Portfolio Value

Large $17,625,799,276

Diversification

Diversified

Filing Date

Global Rank

#199 / 8,232 ▲ 5

Top Industry

Semiconductors 15.2%

3Y Alpha vs SPY

-3.2%

Period ended 2 months ago

Filed May 13, 2026 · 32d

25 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+62.5%

SPY

+76.3%

Annualised alpha

-3.2%

Max drawdown

−19.2%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

554 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%	$1,983,833,153	83
Consumer Cyclical	10.2%	$1,794,086,364	54
Healthcare	9.2%	$1,619,180,152	61
Industrials	8.4%	$1,481,445,556	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
PIPR	Piper Sandler Companies	12,195	$1,035,690
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
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

554 positions · $17,625,799,276 total · 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 554 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%	7.38%
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%	4.54%
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%	1.80%
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	$101,617,979	−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%