CI INVESTMENTS INC.
Institutional investor · Portfolio as of Q2 2024
Top Holdings1,257 positions
ISHARES CORE S&P 500 ETF | 8.3M | $4.5B | 17.8% | $506.93 | +4.93% | 3 qtrssince 2023-Q4 | Unchanged 0 |
MICROSOFT CORP | 2.9M | $1.3B | 5.1% | $164.67 | +166.71% | 22 qtrssince 2019-Q1 | Increased 64 |
AMAZON.COM INC | 5.4M | $1B | 4.1% | $121.83 | +58.62% | 22 qtrssince 2019-Q1 | Increased 59 |
NVIDIA CORP | 7.7M | $956.7M | 3.8% | $21.70 | +467.64% | 20 qtrssince 2019-Q3 | Increased 94 |
ALPHABET INC-CL C | 3.8M | $699.7M | 2.8% | $74.69 | +143.54% | 22 qtrssince 2019-Q1 | Increased 54 |
APPLE INC | 3.1M | $643.5M | 2.5% | $124.42 | +67.69% | 22 qtrssince 2019-Q1 | Increased 71 |
FACEBOOK INC-CLASS A | 1.2M | $607.1M | 2.4% | $267.91 | +86.80% | 22 qtrssince 2019-Q1 | Decreased 0 |
MASTERCARD INC - A | 1.2M | $518.9M | 2.0% | $312.23 | +39.41% | 22 qtrssince 2019-Q1 | Decreased 0 |
ELI LILLY & CO | 545,080 | $493.5M | 1.9% | $312.57 | +185.26% | 20 qtrssince 2019-Q3 | Increased 50 |
TAIWAN SEMICONDUCTOR-SP ADR | 2.8M | $484.7M | 1.9% | $71.11 | +137.66% | 22 qtrssince 2019-Q1 | Decreased 0 |
UNITEDHEALTH GROUP INC | 793,357 | $404M | 1.6% | $319.98 | +51.20% | 22 qtrssince 2019-Q1 | Decreased 0 |
SERVICENOW INC | 463,588 | $364.7M | 1.4% | $121.67 | +29.32% | 22 qtrssince 2019-Q1 | Increased 55 |
ALPHABET INC-CL A | 1.8M | $321.3M | 1.3% | $68.24 | +164.71% | 22 qtrssince 2019-Q1 | Decreased 0 |
VISA INC-CLASS A SHARES | 1.2M | $313.9M | 1.2% | $173.17 | +49.02% | 22 qtrssince 2019-Q1 | Increased 49 |
BROADCOM INC | 182,329 | $292.7M | 1.2% | $70.62 | +122.75% | 22 qtrssince 2019-Q1 | Increased 49 |
JPMORGAN CHASE & CO | 1.4M | $287.1M | 1.1% | $103.55 | +86.42% | 22 qtrssince 2019-Q1 | Decreased 0 |
SPDR S&P 500 ETF TRUST | 466,612 | $253.8M | 1.0% | $481.79 | +10.07% | 22 qtrssince 2019-Q1 | Increased 53 |
ADVANCED MICRO DEVICES | 1.5M | $240.5M | 0.9% | $51.98 | +212.07% | 22 qtrssince 2019-Q1 | Decreased 0 |
CHENIERE ENERGY INC | 1.3M | $234.2M | 0.9% | $63.18 | +170.91% | 22 qtrssince 2019-Q1 | Decreased 0 |
KKR & CO INC | 1.9M | $203.6M | 0.8% | $38.35 | +170.56% | 22 qtrssince 2019-Q1 | Decreased 0 |
CI INVESTMENTS INC. manages $25.4B across 1257 positions as of Q2 2024. Top holdings: IVV (17.8%), MSFT (5.1%), AMZN (4.1%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 1.5/5.0.
Active quarter - 37 new positions, 73 exits, 505 increased. Top move: NVDA (INCREASED, conviction 94). Portfolio: $25.4B across 1257 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.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR