CI INVESTMENTS INC.
Institutional investor · Portfolio as of Q2 2025
Top Holdings1,293 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
ISHARES CORE S&P 500 ETF | 7.3M | $4.5B | 17.0% | $511.12 | +20.02% | 7 qtrssince 2023-Q4 | Unchanged 0 |
MICROSOFT CORP | 2.9M | $1.4B | 5.4% | $186.88 | +164.45% | 26 qtrssince 2019-Q1 | Increased 63 |
NVIDIA CORP | 7.8M | $1.2B | 4.6% | $115.25 | +36.86% | 24 qtrssince 2019-Q3 | Increased 61 |
AMAZON.COM INC | 4.5M | $983.8M | 3.7% | $110.26 | +102.52% | 26 qtrssince 2019-Q1 | Decreased 0 |
META PLATFORMS INC-CLASS A | 1.1M | $839.5M | 3.1% | $279.81 | +161.80% | 26 qtrssince 2019-Q1 | Decreased 0 |
MASTERCARD INC - A | 1.1M | $608.5M | 2.3% | $315.51 | +73.69% | 26 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC-CL C | 3.2M | $559.5M | 2.1% | $104.67 | +70.05% | 26 qtrssince 2019-Q1 | Increased 58 |
BROADCOM INC | 1.8M | $498M | 1.9% | $161.50 | +69.44% | 26 qtrssince 2019-Q1 | Decreased 0 |
APPLE INC | 1.8M | $377.9M | 1.4% | $141.74 | +44.05% | 26 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR | 9.9M | $363.5M | 1.4% | $35.26 | +3.25% | 6 qtrssince 2024-Q1 | Increased 61 |
JPMORGAN CHASE & CO | 1.2M | $345.9M | 1.3% | $108.26 | +161.47% | 26 qtrssince 2019-Q1 | Decreased 0 |
SERVICENOW INC | 316,580 | $325.5M | 1.2% | $128.35 | +59.31% | 26 qtrssince 2019-Q1 | Decreased 0 |
ELI LILLY & CO | 343,886 | $268.1M | 1.0% | $316.55 | +144.18% | 24 qtrssince 2019-Q3 | Decreased 0 |
VISA INC-CLASS A SHARES | 729,038 | $258.8M | 1.0% | $184.83 | +90.23% | 26 qtrssince 2019-Q1 | Increased 47 |
ALPHABET INC-CL A | 1.4M | $247.4M | 0.9% | $97.14 | +83.50% | 26 qtrssince 2019-Q1 | Increased 44 |
UNITEDHEALTH GROUP INC | 790,211 | $246.5M | 0.9% | $367.90 | -17.06% | 26 qtrssince 2019-Q1 | Decreased 0 |
BOOKING HOLDINGS INC | 41,896 | $242.5M | 0.9% | $133.90 | +71.50% | 26 qtrssince 2019-Q1 | Increased 56 |
US FOODS HOLDING CORP | 3.1M | $239.3M | 0.9% | $32.63 | +136.81% | 26 qtrssince 2019-Q1 | Decreased 0 |
ISHARES CORE MSCI EUROPE ETF | 3.5M | $229.5M | 0.9% | $55.00 | +18.74% | 21 qtrssince 2020-Q2 | Increased 52 |
CHENIERE ENERGY INC | 936,632 | $228.1M | 0.9% | $63.18 | +280.87% | 26 qtrssince 2019-Q1 | Decreased 0 |
CI INVESTMENTS INC. manages $26.7B across 1293 positions as of Q2 2025. Top holdings: IVV (17.0%), MSFT (5.4%), NVDA (4.6%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 2/5.0.
Active quarter - 47 new positions, 61 exits, 480 increased. Top move: MSFT (INCREASED, conviction 63). Portfolio: $26.7B across 1293 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