USS Investment Management Ltd
Institutional investor · Portfolio as of Q3 2024
Top Holdings535 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 2M | $843.4M | 6.1% | $187.71 | +125.90% | 23 qtrssince 2019-Q1 | Decreased 0 |
APPLE INC | 2.7M | $619.9M | 4.5% | $102.64 | +125.13% | 23 qtrssince 2019-Q1 | Decreased 0 |
NVIDIA CORP | 4.3M | $528.4M | 3.8% | $112.92 | +7.47% | 23 qtrssince 2019-Q1 | Decreased 0 |
VISA INC-CLASS A SHARES | 1.1M | $298.7M | 2.2% | $228.42 | +18.58% | 20 qtrssince 2019-Q4 | Decreased 0 |
HOME DEPOT INC | 700,291 | $283.6M | 2.1% | $292.70 | +32.48% | 20 qtrssince 2019-Q4 | Decreased 0 |
UNITEDHEALTH GROUP INC | 470,062 | $274.8M | 2.0% | $404.99 | +39.68% | 23 qtrssince 2019-Q1 | Decreased 0 |
ACCENTURE PLC-CL A | 770,596 | $272.3M | 2.0% | $297.86 | +14.18% | 20 qtrssince 2019-Q4 | Increased 49 |
S&P GLOBAL INC | 501,997 | $259.3M | 1.9% | $374.98 | +35.49% | 23 qtrssince 2019-Q1 | Decreased 0 |
OTIS WORLDWIDE CORP | 2.3M | $240.7M | 1.8% | $79.82 | +25.32% | 18 qtrssince 2020-Q2 | Increased 48 |
META PLATFORMS INC-CLASS A | 404,434 | $231.5M | 1.7% | $226.26 | +149.76% | 23 qtrssince 2019-Q1 | Decreased 0 |
MARRIOTT INTERNATIONAL -CL A | 929,065 | $230.9M | 1.7% | $193.23 | +29.39% | 22 qtrssince 2019-Q2 | Decreased 0 |
JOHNSON & JOHNSON | 1.4M | $224.1M | 1.6% | $139.41 | +11.44% | 20 qtrssince 2019-Q4 | Decreased 0 |
AON PLC | 646,941 | $223.8M | 1.6% | $306.90 | +11.56% | 18 qtrssince 2020-Q2 | Decreased 0 |
VERISK ANALYTICS INC | 812,298 | $217.7M | 1.6% | $232.90 | +12.54% | 18 qtrssince 2020-Q2 | Decreased 0 |
FERGUSON ENTERPRISES INC | 1.1M | $216.2M | 1.6% | $197.58 | 0.00% | 1 qtr | New 70 |
YUM! BRANDS INC | 1.5M | $210.4M | 1.5% | $123.41 | +10.68% | 18 qtrssince 2020-Q2 | Increased 48 |
FASTENAL CO | 2.9M | $205.1M | 1.5% | $30.04 | +13.92% | 18 qtrssince 2020-Q2 | Increased 48 |
MEDTRONIC PLC | 2.3M | $204.8M | 1.5% | $79.93 | +8.20% | 22 qtrssince 2019-Q2 | Increased 48 |
PROCTER & GAMBLE CO/THE | 1.1M | $194.2M | 1.4% | $126.56 | +29.66% | 20 qtrssince 2019-Q4 | Decreased 0 |
ALPHABET INC-CL A | 940,680 | $156.1M | 1.1% | $98.73 | +65.22% | 23 qtrssince 2019-Q1 | Decreased 0 |
USS Investment Management Ltd manages $13.7B across 535 positions as of Q3 2024. Top holdings: MSFT (6.1%), AAPL (4.5%), NVDA (3.8%). Fund DNA: Concentrated Value. HoldingsIntel Rating: 2.5/5.0.
Active quarter - 14 new positions, 30 exits, 279 increased. Top move: FERG (NEW, conviction 70). Portfolio: $13.7B across 535 positions.
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Portfolio allocation by GICS sector
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Position Outcomes
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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