USS Investment Management Ltd
Institutional investor · Portfolio as of Q1 2024
Top Holdings542 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 1.8M | $771.7M | 6.3% | $168.86 | +145.95% | 21 qtrssince 2019-Q1 | Increased 62 |
APPLE INC | 2.8M | $475.1M | 3.9% | $102.64 | +65.27% | 21 qtrssince 2019-Q1 | Increased 58 |
NVIDIA CORP | 438,071 | $395.4M | 3.2% | $16.61 | +443.59% | 21 qtrssince 2019-Q1 | Increased 57 |
VISA INC-CLASS A SHARES | 1M | $287M | 2.3% | $226.70 | +20.81% | 18 qtrssince 2019-Q4 | Decreased 0 |
HOME DEPOT INC | 695,607 | $266.7M | 2.2% | $292.39 | +25.69% | 18 qtrssince 2019-Q4 | Decreased 0 |
ACCENTURE PLC-CL A | 714,282 | $247.2M | 2.0% | $298.08 | +10.96% | 18 qtrssince 2019-Q4 | Increased 56 |
JOHNSON & JOHNSON | 1.5M | $242.3M | 2.0% | $139.41 | +7.53% | 18 qtrssince 2019-Q4 | Decreased 0 |
| 1.1M | $235M | 1.9% | — | — | 13 qtrssince 2021-Q1 | Increased 51 | |
MARRIOTT INTERNATIONAL -CL A | 922,917 | $232.8M | 1.9% | $192.88 | +28.55% | 20 qtrssince 2019-Q2 | Decreased 0 |
PROCTER & GAMBLE CO/THE | 1.4M | $232.7M | 1.9% | $126.56 | +19.97% | 18 qtrssince 2019-Q4 | Decreased 0 |
UNITEDHEALTH GROUP INC | 455,536 | $225.2M | 1.8% | $401.71 | +18.80% | 21 qtrssince 2019-Q1 | Increased 48 |
FASTENAL CO | 2.9M | $221.3M | 1.8% | $30.04 | +21.65% | 16 qtrssince 2020-Q2 | Increased 48 |
OTIS WORLDWIDE CORP | 2.2M | $218.8M | 1.8% | $79.20 | +19.65% | 16 qtrssince 2020-Q2 | Increased 48 |
S&P GLOBAL INC | 497,006 | $211.2M | 1.7% | $369.86 | +13.54% | 21 qtrssince 2019-Q1 | Increased 48 |
YUM! BRANDS INC | 1.5M | $208.3M | 1.7% | $123.39 | +8.62% | 16 qtrssince 2020-Q2 | Decreased 0 |
VERISK ANALYTICS INC | 875,931 | $206.4M | 1.7% | $232.82 | +0.13% | 16 qtrssince 2020-Q2 | Increased 52 |
AON PLC | 613,709 | $204.8M | 1.7% | $307.83 | +6.80% | 16 qtrssince 2020-Q2 | Increased 56 |
PEPSICO INC | 1.2M | $202.7M | 1.7% | $149.81 | +9.68% | 19 qtrssince 2019-Q3 | Decreased 0 |
MEDTRONIC PLC | 2.3M | $197.8M | 1.6% | $79.94 | +3.81% | 20 qtrssince 2019-Q2 | Increased 48 |
COLGATE-PALMOLIVE CO | 2M | $177.7M | 1.5% | $70.06 | +21.32% | 21 qtrssince 2019-Q1 | Decreased 0 |
USS Investment Management Ltd manages $12.2B across 542 positions as of Q1 2024. Top holdings: MSFT (6.3%), AAPL (3.9%), NVDA (3.2%). Fund DNA: Momentum Trader. HoldingsIntel Rating: 2/5.0.
Active quarter - 14 new positions, 24 exits, 297 increased. Top move: MSFT (INCREASED, conviction 62). Portfolio: $12.2B across 542 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