USS Investment Management Ltd
Institutional investor · Portfolio as of Q2 2023
Top Holdings590 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
APPLE INC | 3.1M | $608.3M | 7.2% | $101.59 | +88.13% | 18 qtrssince 2019-Q1 | Decreased 0 |
MICROSOFT CORP | 1.5M | $523.5M | 6.2% | $133.49 | +146.28% | 18 qtrssince 2019-Q1 | Increased 62 |
NVIDIA CORP | 448,530 | $189.6M | 2.2% | $15.69 | +159.92% | 18 qtrssince 2019-Q1 | Decreased 0 |
JOHNSON & JOHNSON | 1M | $169.5M | 2.0% | $135.71 | +12.01% | 15 qtrssince 2019-Q4 | Increased 72 |
VISA INC-CLASS A SHARES | 617,509 | $146.6M | 1.7% | $215.43 | +7.55% | 15 qtrssince 2019-Q4 | Increased 74 |
PEPSICO INC | 704,105 | $130.4M | 1.5% | $143.73 | +17.47% | 16 qtrssince 2019-Q3 | Increased 76 |
ALPHABET INC-CL A | 966,199 | $115.7M | 1.4% | $94.50 | +25.08% | 18 qtrssince 2019-Q1 | Increased 47 |
ALPHABET INC-CL C | 946,224 | $114.4M | 1.4% | $95.01 | +25.37% | 18 qtrssince 2019-Q1 | Increased 48 |
META PLATFORMS INC-CLASS A | 360,409 | $103.4M | 1.2% | $170.95 | +63.55% | 18 qtrssince 2019-Q1 | Increased 48 |
UNITEDHEALTH GROUP INC | 188,831 | $90.7M | 1.1% | $255.38 | +77.97% | 18 qtrssince 2019-Q1 | Increased 47 |
PROCTER & GAMBLE CO/THE | 586,476 | $89M | 1.1% | $112.38 | +23.99% | 15 qtrssince 2019-Q4 | Decreased 0 |
ELI LILLY & CO | 179,677 | $84.1M | 1.0% | $169.98 | +169.70% | 17 qtrssince 2019-Q2 | Decreased 0 |
COLGATE-PALMOLIVE CO | 1.1M | $83.4M | 1.0% | $69.38 | +2.86% | 18 qtrssince 2019-Q1 | Increased 68 |
BROADCOM INC | 95,833 | $83.1M | 1.0% | $40.73 | +105.05% | 18 qtrssince 2019-Q1 | Decreased 0 |
ICL GROUP LTD | 143,708 | $77.9M | 0.9% | $9.89 | -49.24% | 6 qtrssince 2022-Q1 | Unchanged 0 |
MARRIOTT INTERNATIONAL -CL A | 420,582 | $77.2M | 0.9% | $171.57 | +3.08% | 17 qtrssince 2019-Q2 | Increased 68 |
HOME DEPOT INC | 234,480 | $72.8M | 0.9% | $218.54 | +32.40% | 15 qtrssince 2019-Q4 | Increased 43 |
MERCK & CO. INC. | 622,787 | $71.8M | 0.8% | $71.91 | +46.08% | 18 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD EMERG MKTS GOV BND | 1.1M | $71M | 0.8% | $49.77 | +3.53% | 6 qtrssince 2022-Q1 | Unchanged 0 |
JPMORGAN CHASE & CO | 476,278 | $69.2M | 0.8% | $131.33 | +2.52% | 14 qtrssince 2020-Q1 | Increased 42 |
USS Investment Management Ltd manages $8.5B across 590 positions as of Q2 2023. Top holdings: AAPL (7.2%), MSFT (6.2%), NVDA (2.2%). Fund DNA: Momentum Trader. HoldingsIntel Rating: 2/5.0.
Active quarter - 21 new positions, 9 exits, 191 increased. Top move: PEP (INCREASED, conviction 76). Portfolio: $8.5B across 590 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