CI INVESTMENTS INC.
Institutional investor · Portfolio as of Q4 2025
Top Holdings644 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
NVIDIA CORP | 7.4M | $1.4B | 6.1% | $117.23 | +59.98% | 26 qtrssince 2019-Q3 | Increased 64 |
MICROSOFT CORP | 2.7M | $1.3B | 5.7% | $186.88 | +160.85% | 28 qtrssince 2019-Q1 | Decreased 0 |
AMAZON.COM INC | 4.7M | $1.1B | 4.7% | $115.53 | +101.27% | 28 qtrssince 2019-Q1 | Increased 61 |
ALPHABET INC-CL C | 2.6M | $824.9M | 3.6% | $104.67 | +200.51% | 28 qtrssince 2019-Q1 | Decreased 0 |
ISHARES CORE S&P 500 ETF | 1.1M | $728.9M | 3.2% | $511.12 | +34.98% | 9 qtrssince 2023-Q4 | Decreased 0 |
META PLATFORMS INC-CLASS A | 981,539 | $647.9M | 2.8% | $279.81 | +138.00% | 28 qtrssince 2019-Q1 | Decreased 0 |
APPLE INC | 2.4M | $642M | 2.8% | $177.63 | +52.63% | 28 qtrssince 2019-Q1 | Decreased 0 |
BROADCOM INC | 1.6M | $555.5M | 2.4% | $161.50 | +113.51% | 28 qtrssince 2019-Q1 | Decreased 0 |
MASTERCARD INC - A | 827,417 | $472.4M | 2.1% | $315.51 | +82.73% | 28 qtrssince 2019-Q1 | Decreased 0 |
ELI LILLY & CO | 393,784 | $423.2M | 1.9% | $426.49 | +150.77% | 26 qtrssince 2019-Q3 | Increased 57 |
ALPHABET INC-CL A | 1.3M | $394.5M | 1.7% | $97.82 | +220.85% | 28 qtrssince 2019-Q1 | Increased 49 |
THERMO FISHER SCIENTIFIC INC | 547,787 | $317.4M | 1.4% | $476.85 | +22.36% | 28 qtrssince 2019-Q1 | Decreased 0 |
TAIWAN SEMICONDUCTOR SPONSORED ADR /1 ADR REPS 5 ORD SHS/ | 979,393 | $297.6M | 1.3% | $73.96 | +305.03% | 28 qtrssince 2019-Q1 | Decreased 0 |
ISHARES CORE MSCI EUROPE ETF | 3.8M | $269.2M | 1.2% | $56.03 | +27.17% | 23 qtrssince 2020-Q2 | Increased 48 |
DANAHER CORP | 1.2M | $264.4M | 1.2% | $217.87 | +5.87% | 28 qtrssince 2019-Q1 | Increased 69 |
JPMORGAN CHASE & CO | 808,227 | $260.4M | 1.1% | $108.26 | +197.40% | 28 qtrssince 2019-Q1 | Decreased 0 |
VISA INC-CLASS A SHARES | 723,898 | $253.9M | 1.1% | $188.51 | +84.93% | 28 qtrssince 2019-Q1 | Increased 50 |
UNITEDHEALTH GROUP INC | 764,143 | $252.3M | 1.1% | $363.87 | -8.72% | 28 qtrssince 2019-Q1 | Decreased 0 |
BANK OF AMERICA CORP | 4.4M | $241.8M | 1.1% | $33.26 | +63.60% | 28 qtrssince 2019-Q1 | Increased 58 |
BOOKING HOLDINGS INC | 39,085 | $209.3M | 0.9% | $134.02 | +59.07% | 28 qtrssince 2019-Q1 | Increased 43 |
CI INVESTMENTS INC. manages $22.8B across 644 positions as of Q4 2025. Top holdings: NVDA (6.1%), MSFT (5.7%), AMZN (4.7%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 2/5.0.
Active quarter - 24 new positions, 655 exits, 274 increased. Top move: DHR (INCREASED, conviction 69). Portfolio: $22.8B across 644 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