CI INVESTMENTS INC.
Institutional investor · Portfolio as of Q3 2025
Top Holdings1,285 positions
ISHARES TR | 7.3M | $4.9B | 17.7% | $506.93 | +30.49% | 8 qtrssince 2023-Q4 | Unchanged 0 |
MICROSOFT CORP | 2.8M | $1.4B | 5.2% | $185.51 | +176.93% | 27 qtrssince 2019-Q1 | Decreased 0 |
NVIDIA CORPORATION | 7.2M | $1.4B | 4.9% | $34.38 | +441.34% | 25 qtrssince 2019-Q3 | Decreased 0 |
AMAZON COM INC | 4.5M | $989.3M | 3.6% | $122.30 | +79.53% | 27 qtrssince 2019-Q1 | Increased 59 |
META PLATFORMS INC | 1M | $759.1M | 2.8% | $277.39 | +163.85% | 27 qtrssince 2019-Q1 | Decreased 0 |
APPLE INC | 2.7M | $690.2M | 2.5% | $165.86 | +52.96% | 27 qtrssince 2019-Q1 | Increased 74 |
ALPHABET INC | 2.8M | $674.3M | 2.5% | $81.27 | +198.91% | 27 qtrssince 2019-Q1 | Decreased 0 |
MASTERCARD INCORPORATED | 1M | $585.1M | 2.1% | $313.42 | +80.36% | 27 qtrssince 2019-Q1 | Decreased 0 |
BROADCOM INC | 1.6M | $543.9M | 2.0% | $86.03 | +280.65% | 27 qtrssince 2019-Q1 | Decreased 0 |
JPMORGAN CHASE & CO | 1.1M | $335.5M | 1.2% | $106.62 | +190.28% | 27 qtrssince 2019-Q1 | Decreased 0 |
UNITEDHEALTH GROUP INC | 941,686 | $325.2M | 1.2% | $355.72 | -5.45% | 27 qtrssince 2019-Q1 | Increased 58 |
ALPHABET INC | 1.3M | $305.5M | 1.1% | $70.67 | +243.11% | 27 qtrssince 2019-Q1 | Decreased 0 |
THERMO FISHER SCIENTIFIC INC | 611,885 | $296.8M | 1.1% | $477.90 | +1.13% | 27 qtrssince 2019-Q1 | Increased 56 |
ISHARES TR | 6.8M | $279.6M | 1.0% | $34.99 | +15.44% | 7 qtrssince 2024-Q1 | Decreased 0 |
TAIWAN SEMICONDUCTOR MANUFAC | 987,354 | $275.8M | 1.0% | $73.39 | +276.55% | 27 qtrssince 2019-Q1 | Increased 49 |
ISHARES TR | 3.8M | $257.8M | 0.9% | $54.87 | +20.18% | 22 qtrssince 2020-Q2 | Increased 47 |
ELI LILLY & CO | 336,287 | $256.6M | 0.9% | $316.55 | +139.53% | 25 qtrssince 2019-Q3 | Decreased 0 |
SERVICENOW INC | 277,348 | $255.2M | 0.9% | $128.88 | +42.82% | 27 qtrssince 2019-Q1 | Decreased 0 |
VISA INC | 707,656 | $241.6M | 0.9% | $184.83 | +83.23% | 27 qtrssince 2019-Q1 | Decreased 0 |
KKR & CO INC | 1.7M | $226.8M | 0.8% | $52.58 | +145.36% | 27 qtrssince 2019-Q1 | Increased 48 |
CI INVESTMENTS INC. manages $27.5B across 1285 positions as of Q3 2025. Top holdings: IVV (17.7%), MSFT (5.2%), NVDA (4.9%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 1/5.0.
Active quarter - 31 new positions, 37 exits, 406 increased. Top move: AAPL (INCREASED, conviction 74). Portfolio: $27.5B across 1285 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
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR