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AFTER HRS · 17:05 ET
Market ClerkRecap
Thu Oct 22 · after hours6 signals today108 insider buys this week · $250.3MCIRO short report next: Oct 31The week ahead
BIG MONEY · 13F AS OF 2026-06-30

Caisse de dépôt (CDPQ)

$65.4B disclosed · 300 positions shown · vs 2026-03-31
New positions
Exited
  • DDwas $181M
  • L3HARRIS TECHNOLOGIES INCwas $149M
  • ULTAwas $147M
  • HONEYWELL INTL INCwas $140M
  • CTASwas $138M
  • CBREwas $128M
  • UNITED AIRLS HLDGS INCwas $102M
  • LULUwas $96M
  • CADENCE DESIGN SYSTEM INCwas $93M
  • PFEwas $92M
Biggest changes
  • INVESCO EXCHANGE TRADED FD T+$653M
  • LRCX+$464M
  • APPLIED MATLS INC+$453M
  • MSFT+$412M
  • MU+$351M
  • LLY+$335M
  • CANADIAN NATL RY CO+$335M
  • KLAC+$296M
  • ABT−$280M
  • VANGUARD INDEX FDS+$258M

Top holdings · 2026-06-30

#TickerIssuerValueShares
1AAPLAPPLE INC$2.7B9,333,869
2NVDANVIDIA CORPORATION$2.5B12,504,221
3—CANADIAN NATL RY CO$2.3B18,962,558
4MSFTMICROSOFT CORP$2.3B6,041,152
5GOOGLALPHABET INC$1.9B5,269,086
6METAMETA PLATFORMS INC$1.4B2,442,888
7AMZNAMAZON COM INC$1.3B5,641,092
8GIBCGI INC$1.1B16,290,487
9LLYELI LILLY & CO$967M805,809
10—BANK MONTREAL MEDIUM$958M5,419,567
11TFIITFI INTERNATIONAL INC$911M6,331,000
12BRK-BBERKSHIRE HATHAWAY INC DEL$902M1,802,377
13—APPLIED MATLS INC$886M1,224,807
14—INVESCO EXCHANGE TRADED FD T$846M3,978,321
15CAECAE INC$774M30,917,402
16—VANGUARD INDEX FDS$765M3,511,326
17BCEBCE INC$734M34,107,306
18JPMJPMORGAN CHASE & CO$704M2,151,724
19AVGOBROADCOM INC$690M1,826,045
20—MASTERCARD INCORPORATED$652M1,268,801
21LRCXLAM RESEARCH CORP$627M1,446,858
22MUMICRON TECHNOLOGY INC$614M531,635
23GILGILDAN ACTIVEWEAR INC$602M11,679,294
24JNJJOHNSON & JOHNSON$574M2,259,196
25MRKMERCK & CO INC$572M4,448,107

Republished from SEC EDGAR 13F-HR filings (US-listed holdings only, filed within 45 days of quarter end). Top 300 positions by value shown.

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