CI INVESTMENTS INC.
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 SPYHypothetical 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, 2025Top 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 |
|---|---|---|
| Technology | 30.5% | $5,371,520,735 |
| Financial Services | 11.3% | $1,983,833,153 |
| Consumer Cyclical | 10.2% | $1,794,086,364 |
| Healthcare | 9.2% | $1,619,180,152 |
| Industrials | 8.4% | $1,481,445,556 |
| Communication Services | 7.4% | $1,311,042,499 |
| Real Estate | 6.5% | $1,150,396,518 |
| Energy | 5.9% | $1,043,194,412 |
| Consumer Defensive | 3.6% | $626,919,769 |
| Utilities | 3.1% | $539,801,133 |
| Basic Materials | 2.7% | $479,832,862 |
| Unclassified | 1.3% | $224,546,123 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| 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 | Open |
|---|---|---|---|---|---|
| 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 | Open |
|---|---|---|---|---|
| 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 | Open |
|---|---|---|---|---|
| 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. | ||||
33 positions ·
$479,832,862 total
· Basic Materials only
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| KGC |
Kinross Gold Corp
Basic Materials
|
Reduced | 3,609,284 | $110,155,347 | 22.96% | |
| IAG |
Iamgold Corp
Basic Materials
|
Reduced | 5,555,344 | $104,551,574 | 21.79% | |
| AU |
AngloGold Ashanti PLC
Basic Materials
|
Added | 382,816 | $37,270,965 | 7.77% | |
| NEM |
NEWMONT Corp /DE/
Basic Materials
|
Reduced | 300,862 | $32,568,311 | 6.79% | |
| CF |
CF Industries Holdings, Inc.
Basic Materials
|
Added | 247,788 | $32,172,793 | 6.70% | |
| RGLD |
Royal Gold Inc
Basic Materials
|
Reduced | 121,931 | $31,030,220 | 6.47% | |
| CRH |
Crh Public Ltd Co
Basic Materials
|
Reduced | 241,936 | $25,432,312 | 5.30% | |
| LIN |
Linde PLC
Basic Materials
|
Reduced | 44,926 | $22,272,513 | 4.64% | |
| CDE |
Coeur Mining, Inc.
Basic Materials
|
Added | 642,216 | $12,054,394 | 2.51% | |
| GFI |
Gold Fields Ltd
Basic Materials
|
Added | 232,639 | $10,561,810 | 2.20% | |
| HL |
Hecla Mining Co/De/
Basic Materials
|
NEW | 538,886 | $10,039,446 | 2.09% | |
| KNF |
Knife River Corp
Basic Materials
|
Reduced | 79,117 | $6,459,903 | 1.35% | |
| DC |
Dakota Gold Corp.
Basic Materials
|
Added | 1,122,683 | $5,669,549 | 1.18% | |
| SXT |
Sensient Technologies Corp
Basic Materials
|
Reduced | 63,644 | $5,501,387 | 1.15% | |
| SOLS |
Solstice Advanced Materials Inc.
Basic Materials
|
Added | 68,289 | $5,200,890 | 1.08% | |
| AA |
Alcoa Corp
Basic Materials
|
Reduced | 67,174 | $4,455,651 | 0.93% | |
| HCC |
Warrior Met Coal, Inc.
Basic Materials
|
Added | 37,723 | $3,513,897 | 0.73% | |
| MOS |
Mosaic Co
Basic Materials
|
Added | 134,050 | $3,418,275 | 0.71% | |
| NUE |
Nucor Corp
Basic Materials
|
Added | 18,989 | $3,211,039 | 0.67% | |
| FCX |
Freeport-Mcmoran Inc
Basic Materials
|
Reduced | 49,257 | $2,895,326 | 0.60% | |
| SHW |
Sherwin Williams Co
Basic Materials
|
Added | 8,985 | $2,880,141 | 0.60% | |
| ECL |
Ecolab Inc.
Basic Materials
|
Added | 8,836 | $2,350,552 | 0.49% | |
| GGB |
Gerdau S.A.
Basic Materials
|
Added | 341,274 | $1,231,999 | 0.26% | |
| STLD |
Steel Dynamics Inc
Basic Materials
|
Reduced | 6,567 | $1,182,060 | 0.25% | |
| GROY |
Gold Royalty Corp.
Basic Materials
|
Added | 305,096 | $1,092,243 | 0.23% | |
| RS |
Reliance, Inc.
Basic Materials
|
Reduced | 2,499 | $759,496 | 0.16% | |
| RPM |
Rpm International Inc/De/
Basic Materials
|
Reduced | 3,447 | $342,631 | 0.07% | |
| DD |
DuPont de Nemours, Inc.
Basic Materials
|
Reduced | 7,252 | $332,141 | 0.07% | |
| VMC |
Vulcan Materials CO
Basic Materials
|
Held | 1,072 | $291,905 | 0.06% | |
| MLM |
Martin Marietta Materials Inc
Basic Materials
|
Added | 486 | $286,098 | 0.06% | |
| APD |
Air Products & Chemicals, Inc.
Basic Materials
|
NEW | 778 | $226,001 | 0.05% | |
| CTVA |
Corteva, Inc.
Basic Materials
|
NEW | 2,568 | $214,967 | 0.04% | |
| NEU |
Newmarket Corp
Basic Materials
|
Reduced | 323 | $207,026 | 0.04% |