USS Investment Management Ltd
Institutional investor · Portfolio as of Q1 2021
Top Holdings612 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 2.3M | $550.9M | 4.8% | $121.04 | +84.22% | 9 qtrssince 2019-Q1 | Unchanged 0 |
APPLE INC | 4.3M | $528.3M | 4.6% | $98.42 | +20.67% | 9 qtrssince 2019-Q1 | Unchanged 0 |
ALIBABA GROUP HOLDING-SP ADR | 2.3M | $513.2M | 4.4% | $174.55 | +24.73% | 9 qtrssince 2019-Q1 | Increased 58 |
AMAZON.COM INC | 101,879 | $315.3M | 2.7% | $92.39 | +65.33% | 9 qtrssince 2019-Q1 | Unchanged 0 |
ISHARES IBOXX INVESTMENT GRA | 2.4M | $310.5M | 2.7% | $109.48 | -1.43% | 4 qtrssince 2020-Q2 | Unchanged 0 |
ALPHABET INC-CL C | 128,722 | $266.3M | 2.3% | $58.12 | +75.50% | 9 qtrssince 2019-Q1 | Decreased 0 |
MASTERCARD INC - A | 711,346 | $253.4M | 2.2% | $226.84 | +53.47% | 9 qtrssince 2019-Q1 | Unchanged 0 |
META PLATFORMS INC-CLASS A | 831,101 | $244.8M | 2.1% | $168.52 | +69.71% | 9 qtrssince 2019-Q1 | Unchanged 0 |
COMCAST CORP-CLASS A | 4M | $215.8M | 1.9% | $31.04 | +43.36% | 9 qtrssince 2019-Q1 | Unchanged 0 |
| 17,778 | $212.4M | 1.8% | — | — | 1 qtr | New 70 | |
BANK OF AMERICA CORP | 4.3M | $167M | 1.4% | $24.39 | +42.42% | 9 qtrssince 2019-Q1 | Unchanged 0 |
EATON CORP PLC | 1.2M | $162.6M | 1.4% | $84.30 | +50.30% | 6 qtrssince 2019-Q4 | Unchanged 0 |
MERCK & CO. INC. | 1.9M | $149.3M | 1.3% | $65.45 | -3.42% | 9 qtrssince 2019-Q1 | Unchanged 0 |
TEXAS INSTRUMENTS INC | 787,434 | $148.8M | 1.3% | $106.56 | +52.24% | 7 qtrssince 2019-Q3 | Unchanged 0 |
ALPHABET INC-CL A | 66,998 | $138.2M | 1.2% | $61.45 | +65.27% | 9 qtrssince 2019-Q1 | Unchanged 0 |
S&P GLOBAL INC | 391,677 | $138.1M | 1.2% | $199.41 | +70.10% | 9 qtrssince 2019-Q1 | Unchanged 0 |
PEPSICO INC | 959,613 | $135.7M | 1.2% | $112.16 | +9.80% | 7 qtrssince 2019-Q3 | Unchanged 0 |
UNITEDHEALTH GROUP INC | 364,235 | $135.7M | 1.2% | $223.51 | +54.60% | 9 qtrssince 2019-Q1 | Unchanged 0 |
UNION PACIFIC CORP | 595,275 | $131.3M | 1.1% | $143.93 | +38.00% | 9 qtrssince 2019-Q1 | Unchanged 0 |
JD.COM INC-ADR | 1.5M | $123.7M | 1.1% | $29.24 | +157.56% | 8 qtrssince 2019-Q2 | Decreased 0 |
USS Investment Management Ltd manages $11.6B across 612 positions as of Q1 2021. Top holdings: MSFT (4.8%), AAPL (4.6%), BABA (4.4%). Fund DNA: Concentrated Value. HoldingsIntel Rating: 2.5/5.0.
Active quarter - 27 new positions, 21 exits, 31 increased. Top move: FERGL (NEW, conviction 70). Portfolio: $11.6B across 612 positions.
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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