USS Investment Management Ltd
Institutional investor · Portfolio as of Q3 2021
Top Holdings697 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
APPLE INC | 4.5M | $637.3M | 5.4% | $100.16 | +37.79% | 11 qtrssince 2019-Q1 | Increased 64 |
MICROSOFT CORP | 2M | $566.2M | 4.8% | $121.04 | +126.61% | 11 qtrssince 2019-Q1 | Decreased 0 |
AMAZON.COM INC | 102,830 | $337.8M | 2.9% | $93.07 | +77.36% | 11 qtrssince 2019-Q1 | Increased 54 |
| 17,778 | $247.6M | 2.1% | — | — | 3 qtrssince 2021-Q1 | Unchanged 0 | |
ALPHABET INC-CL C | 73,907 | $196.8M | 1.7% | $58.12 | +129.72% | 11 qtrssince 2019-Q1 | Decreased 0 |
META PLATFORMS INC-CLASS A | 570,142 | $193.4M | 1.6% | $168.52 | +100.12% | 11 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC-CL A | 72,018 | $192.5M | 1.6% | $66.46 | +100.64% | 11 qtrssince 2019-Q1 | Increased 52 |
TESLA INC | 175,787 | $136.3M | 1.1% | $136.89 | +90.26% | 7 qtrssince 2020-Q1 | Increased 49 |
JOHNSON & JOHNSON | 840,943 | $135.8M | 1.1% | $123.81 | +17.06% | 8 qtrssince 2019-Q4 | Increased 59 |
NVIDIA CORP | 639,224 | $132.4M | 1.1% | $15.50 | +32.10% | 11 qtrssince 2019-Q1 | Increased 77 |
JPMORGAN CHASE & CO | 753,124 | $123.3M | 1.0% | $131.60 | +12.34% | 7 qtrssince 2020-Q1 | Increased 77 |
VISA INC-CLASS A SHARES | 459,886 | $102.4M | 0.9% | $200.99 | +6.71% | 8 qtrssince 2019-Q4 | Increased 68 |
PROCTER & GAMBLE CO/THE | 727,937 | $101.7M | 0.9% | $109.37 | +12.41% | 8 qtrssince 2019-Q4 | Increased 62 |
HOME DEPOT INC | 305,367 | $100.2M | 0.8% | $211.17 | +43.61% | 8 qtrssince 2019-Q4 | Increased 50 |
UNITEDHEALTH GROUP INC | 249,547 | $97.5M | 0.8% | $223.51 | +66.90% | 11 qtrssince 2019-Q1 | Decreased 0 |
BERKSHIRE HATHAWAY INC-CL B | 352,774 | $96.3M | 0.8% | $263.41 | +5.27% | 6 qtrssince 2020-Q2 | Increased 68 |
PFIZER INC | 2.1M | $91.5M | 0.8% | $24.52 | +34.61% | 11 qtrssince 2019-Q1 | Increased 47 |
VERIZON COMMUNICATIONS INC | 1.6M | $84.7M | 0.7% | $39.64 | +3.22% | 11 qtrssince 2019-Q1 | Increased 56 |
MASTERCARD INC - A | 238,512 | $82.9M | 0.7% | $226.84 | +51.68% | 11 qtrssince 2019-Q1 | Decreased 0 |
AT&T INC | 3.1M | $82.5M | 0.7% | $15.64 | +0.22% | 8 qtrssince 2019-Q4 | Increased 50 |
USS Investment Management Ltd manages $11.8B across 697 positions as of Q3 2021. Top holdings: AAPL (5.4%), MSFT (4.8%), AMZN (2.9%). Fund DNA: Concentrated Value. HoldingsIntel Rating: 2.5/5.0.
Active quarter - 125 new positions, 51 exits, 495 increased. Top move: NVDA (INCREASED, conviction 77). Portfolio: $11.8B across 697 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