CI INVESTMENTS INC.
Institutional investor · Portfolio as of Q1 2025
Top Holdings1,303 positions
ISHARES TR | 7.3M | $4.1B | 17.2% | $506.93 | +8.88% | 6 qtrssince 2023-Q4 | Decreased 0 |
MICROSOFT | 2.8M | $1.1B | 4.5% | $178.59 | +107.75% | 25 qtrssince 2019-Q1 | Decreased 0 |
AMAZON.COM | 4.6M | $884.6M | 3.7% | $121.83 | +56.17% | 25 qtrssince 2019-Q1 | Decreased 0 |
NVIDIA | 7.6M | $819.6M | 3.5% | $29.91 | +261.45% | 23 qtrssince 2019-Q3 | Decreased 0 |
META PLATFORMS | 1.2M | $665.8M | 2.8% | $277.39 | +106.78% | 25 qtrssince 2019-Q1 | Decreased 0 |
<![CDATA[Mastercard Incorporated]]> | 1.1M | $600.4M | 2.5% | $312.94 | +73.29% | 25 qtrssince 2019-Q1 | Decreased 0 |
APPLE | 2.3M | $515M | 2.2% | $124.42 | +77.44% | 25 qtrssince 2019-Q1 | Decreased 0 |
UNITEDHEALTH GROUP INC | 922,255 | $483M | 2.0% | $359.43 | +40.05% | 25 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET - CLASS C | 3M | $461M | 1.9% | $74.69 | +108.18% | 25 qtrssince 2019-Q1 | Decreased 0 |
ELI LILLY & CO | 433,401 | $358M | 1.5% | $316.55 | +158.18% | 23 qtrssince 2019-Q3 | Decreased 0 |
JPMORGAN CHASE & CO | 1.4M | $336.9M | 1.4% | $106.09 | +123.28% | 25 qtrssince 2019-Q1 | Decreased 0 |
BROADCOM | 1.8M | $303.1M | 1.3% | $86.03 | +92.40% | 25 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR | 7.7M | $276.3M | 1.2% | $34.68 | +0.06% | 5 qtrssince 2024-Q1 | Increased 78 |
SERVICENOW INC | 334,398 | $266.2M | 1.1% | $128.88 | +23.55% | 25 qtrssince 2019-Q1 | Increased 59 |
VISA - CLASS A | 681,371 | $238.8M | 1.0% | $173.17 | +100.09% | 25 qtrssince 2019-Q1 | Decreased 0 |
CHENIERE ENERGY INC | 985,308 | $228M | 1.0% | $63.18 | +261.16% | 25 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET - CLASS A | 1.4M | $212.1M | 0.9% | $68.24 | +125.55% | 25 qtrssince 2019-Q1 | Decreased 0 |
US FOODS HLDG CORP | 3.1M | $204.4M | 0.9% | $32.28 | +102.76% | 25 qtrssince 2019-Q1 | Decreased 0 |
THERMO FISHER SCIENTIFIC | 396,988 | $197.5M | 0.8% | $501.36 | -1.29% | 25 qtrssince 2019-Q1 | Increased 46 |
VENTAS INC | 2.6M | $178.2M | 0.8% | $46.10 | +43.45% | 15 qtrssince 2021-Q3 | Decreased 0 |
CI INVESTMENTS INC. manages $23.7B across 1303 positions as of Q1 2025. Top holdings: IVV (17.2%), MSFT (4.5%), AMZN (3.7%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 1.5/5.0.
Active quarter - 32 new positions, 30 exits, 552 increased. Top move: FXI (INCREASED, conviction 78). Portfolio: $23.7B across 1303 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
Similar Funds
Funds with similar investing DNA
Explore More
Accumulation Streaks
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
Continue exploring
Famous Investors' Portfolios
What the most-followed managers hold, and what they bought and sold each quarter.
- Warren Buffett (Chairman Emeritus)Berkshire Hathaway
- Leopold AschenbrennerSituational Awareness
- Michael BurryScion Asset Management
- Cathie WoodARK Invest
- Bill AckmanPershing Square
- Stanley DruckenmillerDuquesne Family Office
- David TepperAppaloosa
- Ray Dalio (Founder)Bridgewater Associates
- Li LuHimalaya Capital
- Carl IcahnCarl C. Icahn
- Brad GerstnerAltimeter Capital
- Seth KlarmanThe Baupost Group
- Howard Marks (Co‑founder)Oaktree Capital Management
- Ken GriffinCitadel
- Paul Tudor JonesTudor Investment Corp
- George Soros (Founder)Soros Fund Management
- Steve CohenPoint72
- Terry SmithFundsmith
- Ken Fisher (Founder)Fisher Investments
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR