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. | ||||
78 positions ·
$5,371,520,735 total
· Technology 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
Showing 1–50
of 78 positions by value
· page 1 of 2
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
Added | 7,453,745 | $1,299,933,127 | 24.20% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 2,159,396 | $799,343,617 | 14.88% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 2,334,524 | $592,478,845 | 11.03% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 1,761,094 | $545,076,203 | 10.15% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
Reduced | 877,754 | $296,636,962 | 5.52% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
Added | 886,360 | $180,312,214 | 3.36% | |
| NOW |
ServiceNow, Inc.
Technology
|
Added | 1,426,476 | $149,138,065 | 2.78% | |
| MU |
Micron Technology Inc
Technology
|
Reduced | 362,753 | $122,552,473 | 2.28% | |
| SNOW |
Snowflake Inc.
Technology
|
Added | 720,810 | $108,712,564 | 2.02% | |
| CACI |
Caci International Inc /De/
Technology
|
Reduced | 153,976 | $83,742,926 | 1.56% | |
| LRCX |
Lam Research Corp
Technology
|
Reduced | 387,416 | $82,775,302 | 1.54% | |
| TXN |
Texas Instruments Inc
Technology
|
Added | 401,965 | $78,037,485 | 1.45% | |
| PANW |
Palo Alto Networks Inc
Technology
|
Added | 446,374 | $71,562,679 | 1.33% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
Reduced | 486,145 | $71,113,290 | 1.32% | |
| KLAC |
Kla Corp
Technology
|
Reduced | 46,029 | $67,773,559 | 1.26% | |
| CRM |
Salesforce, Inc.
Technology
|
Added | 342,543 | $63,942,501 | 1.19% | |
| MDB |
MongoDB, Inc.
Technology
|
Added | 213,604 | $52,283,851 | 0.97% | |
| CIEN |
Ciena Corp
Technology
|
Reduced | 128,643 | $49,943,071 | 0.93% | |
| NET |
Cloudflare, Inc.
Technology
|
Added | 231,386 | $47,744,187 | 0.89% | |
| ORCL |
Oracle Corp
Technology
|
Added | 307,893 | $45,294,139 | 0.84% | |
| AMAT |
Applied Materials Inc /De
Technology
|
Reduced | 105,521 | $36,066,021 | 0.67% | |
| LITE |
Lumentum Holdings Inc.
Technology
|
NEW | 50,501 | $35,490,082 | 0.66% | |
| ASML |
Asml Holding NV
Technology
|
Added | 25,504 | $33,686,447 | 0.63% | |
| ADI |
Analog Devices Inc
Technology
|
Added | 100,894 | $32,098,417 | 0.60% | |
| MRVL |
Marvell Technology, Inc.
Technology
|
Added | 323,682 | $32,060,702 | 0.60% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Added | 377,814 | $29,314,588 | 0.55% | |
| IBM |
International Business Machines Corp
Technology
|
Added | 118,132 | $28,634,015 | 0.53% | |
| ANET |
Arista Networks, Inc.
Technology
|
Reduced | 213,970 | $26,271,236 | 0.49% | |
| APH |
Amphenol Corp /De/
Technology
|
Added | 198,711 | $25,107,134 | 0.47% | |
| INTU |
Intuit Inc.
Technology
|
Added | 54,342 | $23,496,393 | 0.44% | |
| INTC |
Intel Corp
Technology
|
Reduced | 525,717 | $23,199,891 | 0.43% | |
| QCOM |
Qualcomm Inc/De
Technology
|
Added | 179,543 | $23,121,547 | 0.43% | |
| CCC |
CCC Intelligent Solutions Holdings Inc.
Technology
|
Added | 3,808,853 | $22,853,118 | 0.43% | |
| SHOP |
Shopify Inc.
Technology
|
Reduced | 178,051 | $21,120,409 | 0.39% | |
| CLS |
Celestica Inc
Technology
|
Reduced | 70,382 | $19,825,201 | 0.37% | |
| RBRK |
Rubrik, Inc.
Technology
|
NEW | 404,637 | $19,815,073 | 0.37% | |
| COHR |
Coherent Corp.
Technology
|
Reduced | 70,317 | $16,750,212 | 0.31% | |
| CDNS |
Cadence Design Systems Inc
Technology
|
Reduced | 42,017 | $11,675,263 | 0.22% | |
| CRDO |
Credo Technology Group Holding Ltd
Technology
|
Reduced | 111,165 | $10,435,058 | 0.19% | |
| ITRI |
Itron, Inc.
Technology
|
NEW | 91,942 | $8,240,761 | 0.15% | |
| WDC |
Western Digital Corp
Technology
|
Added | 28,914 | $7,820,947 | 0.15% | |
| STX |
Seagate Technology Holdings plc
Technology
|
Added | 19,757 | $7,740,002 | 0.14% | |
| ONTO |
Onto Innovation Inc.
Technology
|
Reduced | 34,873 | $7,151,406 | 0.13% | |
| FSLR |
First Solar, Inc.
Technology
|
Added | 32,048 | $6,321,788 | 0.12% | |
| BMI |
Badger Meter Inc
Technology
|
Added | 40,920 | $6,234,162 | 0.12% | |
| DUOL |
Duolingo, Inc.
Technology
|
Reduced | 62,583 | $6,168,806 | 0.11% | |
| DOX |
Amdocs Ltd
Technology
|
Added | 82,322 | $5,372,333 | 0.10% | |
| GLW |
Corning Inc /Ny
Technology
|
Reduced | 36,431 | $4,953,523 | 0.09% | |
| GWRE |
Guidewire Software, Inc.
Technology
|
Added | 31,766 | $4,750,922 | 0.09% | |
| CRWV |
CoreWeave, Inc.
Technology
|
Added | 55,020 | $4,262,399 | 0.08% |