USS Investment Management Ltd
Institutional investor · Portfolio as of Q4 2020
Top Holdings606 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
APPLE INC | 4.3M | $573.3M | 5.2% | $98.42 | +30.89% | 8 qtrssince 2019-Q1 | Decreased 0 |
MICROSOFT CORP | 2.3M | $519.3M | 4.7% | $121.04 | +75.73% | 8 qtrssince 2019-Q1 | Decreased 0 |
ALIBABA GROUP HOLDING-SP ADR | 2.2M | $517.7M | 4.7% | $173.82 | +30.25% | 8 qtrssince 2019-Q1 | Decreased 0 |
AMAZON.COM INC | 101,879 | $331.8M | 3.0% | $92.39 | +77.81% | 8 qtrssince 2019-Q1 | Decreased 0 |
ISHARES IBOXX INVESTMENT GRA | 2.4M | $329.8M | 3.0% | $109.48 | +4.52% | 3 qtrssince 2020-Q2 | Unchanged 0 |
MASTERCARD INC - A | 711,346 | $253.6M | 2.3% | $226.84 | +52.14% | 8 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC-CL C | 136,029 | $238.4M | 2.2% | $58.12 | +48.53% | 8 qtrssince 2019-Q1 | Unchanged 0 |
META PLATFORMS INC-CLASS A | 831,101 | $227M | 2.1% | $168.52 | +60.21% | 8 qtrssince 2019-Q1 | Decreased 0 |
COMCAST CORP-CLASS A | 4M | $209M | 1.9% | $30.27 | +36.00% | 8 qtrssince 2019-Q1 | Decreased 0 |
MERCK & CO. INC. | 1.9M | $158.3M | 1.4% | $65.45 | +0.25% | 8 qtrssince 2019-Q1 | Increased 48 |
PEPSICO INC | 959,613 | $142.3M | 1.3% | $112.16 | +12.57% | 6 qtrssince 2019-Q3 | Unchanged 0 |
EATON CORP PLC | 1.2M | $141.3M | 1.3% | $84.30 | +29.88% | 5 qtrssince 2019-Q4 | Decreased 0 |
JD.COM INC-ADR | 1.5M | $132.6M | 1.2% | $29.24 | +177.80% | 7 qtrssince 2019-Q2 | Decreased 0 |
BANK OF AMERICA CORP | 4.3M | $130.6M | 1.2% | $24.05 | +10.49% | 8 qtrssince 2019-Q1 | Decreased 0 |
TEXAS INSTRUMENTS INC | 787,434 | $129.2M | 1.2% | $106.56 | +31.41% | 6 qtrssince 2019-Q3 | Increased 48 |
S&P GLOBAL INC | 391,677 | $128.6M | 1.2% | $199.41 | +55.69% | 8 qtrssince 2019-Q1 | Unchanged 0 |
UNITEDHEALTH GROUP INC | 364,235 | $127.7M | 1.2% | $223.51 | +42.27% | 8 qtrssince 2019-Q1 | Decreased 0 |
UNION PACIFIC CORP | 595,275 | $123.8M | 1.1% | $143.93 | +27.96% | 8 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC-CL A | 66,998 | $117.4M | 1.1% | $61.45 | +40.21% | 8 qtrssince 2019-Q1 | Decreased 0 |
AMPHENOL CORP-CL A | 879,818 | $115M | 1.0% | $22.22 | +40.00% | 8 qtrssince 2019-Q1 | Decreased 0 |
USS Investment Management Ltd manages $11B across 606 positions as of Q4 2020. Top holdings: AAPL (5.2%), MSFT (4.7%), BABA (4.7%). Fund DNA: Concentrated Value. HoldingsIntel Rating: 2.5/5.0.
Active quarter - 24 new positions, 24 exits, 67 increased. Top move: MRK (INCREASED, conviction 48). Portfolio: $11.0B across 606 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