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CLOSED · 23:25 ET
Market ClerkRecap
Wed Oct 21 · markets closed2 signals today108 insider buys this week · $250.3MCIRO short report next: Oct 31The week ahead
BIG MONEY · 13F AS OF 2026-06-30

PSP Investments

$30.3B disclosed · 300 positions shown · vs 2026-03-31
New positions
  • VANECK ETF TRUST$245M
  • MRVL$118M
  • FTNT$106M
  • CANADIAN NAT RES LTD MED TER$87M
  • IREN LIMITED$82M
  • SU$67M
  • SEAGATE TECHNOLOGY HLDNGS PL$67M
  • CLS$63M
  • TAIWAN SEMICONDUCTOR MANUFAC$60M
  • D$56M
Exited
  • TDYwas $125M
  • HCAwas $113M
  • HONEYWELL INTL INCwas $75M
  • PDDwas $43M
  • NORTHROP GRUMMAN CORPwas $42M
  • PRIMORIS SVCS CORPwas $41M
  • FCXwas $39M
  • ADBEwas $35M
  • MKTXwas $32M
  • DTwas $30M
Biggest changes

Top holdings · 2026-06-30

#TickerIssuerValueShares
1NVDANVIDIA CORPORATION$1.9B9,248,845
2AAPLAPPLE INC$1.4B4,793,157
3MSFTMICROSOFT CORP$1.1B3,048,001
4GOOGLALPHABET INC$1.0B2,921,914
5TSATTELESAT CORP$922M18,211,203
6AVGOBROADCOM INC$860M2,276,724
7AMZNAMAZON COM INC$847M3,554,852
8—CANADIAN IMPERIAL BANK OF CO$672M5,844,333
9—ROYAL BK CDA$625M3,021,927
10JPMJPMORGAN CHASE & CO$537M1,640,123
11MUMICRON TECHNOLOGY INC$531M460,028
12LLYELI LILLY & CO$442M368,356
13METAMETA PLATFORMS INC$438M777,473
14KLACKLA CORP$404M1,338,234
15—TORONTO DOMINION BK ONT$391M3,219,104
16AZNASTRAZENECA PLC$373M1,994,378
17TSLATESLA INC$364M864,452
18VVISA INC$347M1,010,873
19GOOGLALPHABET INC$305M862,348
20BRK-BBERKSHIRE HATHAWAY INC DEL$278M556,495
21ABBVABBVIE INC$274M1,088,816
22—BANK OF AMER CORP$248M4,356,177
23GSGOLDMAN SACHS GROUP INC$247M244,401
24—VANECK ETF TRUST$245M374,000
25AMDADVANCED MICRO DEVICES INC$242M416,800

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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