CI INVESTMENTS INC.
Institutional investor · Portfolio as of Q1 2026
Top Holdings613 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
NVIDIA CORP | 7.5M | $1.3B | 6.3% | $117.34 | +53.45% | 27 qtrssince 2019-Q3 | Increased 62 |
AMAZON.COM INC | 4.6M | $948.7M | 4.6% | $115.53 | +80.67% | 29 qtrssince 2019-Q1 | Decreased 0 |
MICROSOFT CORP | 2.2M | $799.3M | 3.9% | $186.88 | +116.14% | 29 qtrssince 2019-Q1 | Decreased 0 |
ISHARES CORE S&P 500 ETF | 1.1M | $695.1M | 3.4% | $511.12 | +33.70% | 10 qtrssince 2023-Q4 | Unchanged 0 |
ALPHABET INC-CL C | 2.4M | $674.9M | 3.3% | $104.67 | +190.01% | 29 qtrssince 2019-Q1 | Decreased 0 |
APPLE INC | 2.3M | $592.5M | 2.9% | $177.63 | +42.62% | 29 qtrssince 2019-Q1 | Decreased 0 |
BROADCOM INC | 1.8M | $545.1M | 2.6% | $175.70 | +78.62% | 29 qtrssince 2019-Q1 | Increased 59 |
META PLATFORMS INC-CLASS A | 883,029 | $505.2M | 2.4% | $279.81 | +134.12% | 29 qtrssince 2019-Q1 | Decreased 0 |
MASTERCARD INC - A | 845,789 | $422.6M | 2.0% | $320.05 | +63.82% | 29 qtrssince 2019-Q1 | Increased 55 |
ELI LILLY & CO | 371,515 | $341.7M | 1.7% | $426.49 | +114.98% | 27 qtrssince 2019-Q3 | Decreased 0 |
ALPHABET INC-CL A | 1.1M | $316.4M | 1.5% | $97.82 | +210.35% | 29 qtrssince 2019-Q1 | Decreased 0 |
TAIWAN SEMICONDUCTOR SPONSORED ADR /1 ADR REPS 5 ORD SHS/ | 877,754 | $296.6M | 1.4% | $73.96 | +377.43% | 29 qtrssince 2019-Q1 | Decreased 0 |
ISHARES CORE MSCI EUROPE ETF | 3.5M | $249.4M | 1.2% | $56.03 | +29.72% | 24 qtrssince 2020-Q2 | Decreased 0 |
WALMART INC | 1.8M | $228.2M | 1.1% | $81.14 | +57.65% | 28 qtrssince 2019-Q2 | Decreased 0 |
DANAHER CORP | 1.2M | $224M | 1.1% | $217.56 | -6.23% | 29 qtrssince 2019-Q1 | Increased 49 |
JPMORGAN CHASE & CO | 744,679 | $219.1M | 1.1% | $108.26 | +177.35% | 29 qtrssince 2019-Q1 | Decreased 0 |
CHENIERE ENERGY INC | 758,640 | $215.3M | 1.0% | $66.35 | +325.77% | 29 qtrssince 2019-Q1 | Decreased 0 |
THERMO FISHER SCIENTIFIC INC | 428,160 | $210.5M | 1.0% | $476.85 | +6.55% | 29 qtrssince 2019-Q1 | Decreased 0 |
BANK OF AMERICA CORP | 4.3M | $208.3M | 1.0% | $33.90 | +47.42% | 29 qtrssince 2019-Q1 | Decreased 0 |
TARGA RESOURCES CORP | 795,557 | $199.5M | 1.0% | $126.88 | +95.71% | 23 qtrssince 2020-Q3 | Increased 46 |
CI INVESTMENTS INC. manages $20.6B across 613 positions as of Q1 2026. Top holdings: NVDA (6.3%), AMZN (4.6%), MSFT (3.9%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 2/5.0.
Active quarter - 45 new positions, 69 exits, 231 increased. Top move: NVDA (INCREASED, conviction 62). Portfolio: $20.6B across 613 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
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer