CAISSE DE DEPOT ET PLACEMENT DU QUEBEC Q2 2024 Filing

Filed August 14, 2024

Portfolio Value

$41.2B

Holdings

460

Report Date

Q2 2024

Filing Type

13F-HR

All Holdings (460 positions)

#StockSharesValue% PortfolioType
1
MSFTMicrosoft Corp
4,355,887$1.9B4.73%
2
NVDANvidia Corp
15,131,708$1.9B4.54%
3
AAPLApple Inc
8,107,652$1.7B4.15%
4
GIB/ACGI Inc
16,060,487$1.6B3.89%
5
CNRCompagnie des chemins de fer nationaux du Canada
12,496,600$1.5B3.58%
6
METAMeta Platforms Inc
1,712,005$863.2M2.10%
7
AMZNAmazon.com Inc
4,245,908$820.5M1.99%
8
GOOGLAlphabet Inc
4,325,467$787.9M1.91%
9
MAMastercard Inc
1,616,603$713.2M1.73%
10
LLYEli Lilly & Co
685,863$621.0M1.51%
11
GOOGAlphabet Inc
2,982,969$547.1M1.33%
12
BCEBCE Inc
16,737,289$542.0M1.32%
13
CSCOCisco Systems Inc
10,978,530$521.6M1.27%
14
BRK/BBerkshire Hathaway Inc
1,178,543$479.4M1.16%
15
CAECAE Inc
24,604,237$456.9M1.11%
16
BMOBanque de Montreal
5,419,567$454.8M1.10%
17
MCKMcKesson Corp
692,740$404.6M0.98%
18
MRKMerck & Co Inc
3,194,088$395.4M0.96%
19
TFIITransForce Inc
2,634,300$382.4M0.93%
20
BACVerizon Communications Inc
9,254,106$381.6M0.93%
21
XLFFinancial Select Sector SPDR Fund
26,739,542$378.8M0.92%Call
22
JNJJohnson & Johnson
2,538,857$371.1M0.90%
23
ELVElevance Health Inc
618,078$334.9M0.81%
24
LSPDLightspeed Commerce Inc
24,286,219$331.9M0.81%
25
PFEPfizer Inc
10,854,368$303.7M0.74%
26
COSTCostco Wholesale Corp
353,933$300.8M0.73%
27
AMATApplied Materials Inc
1,265,114$298.6M0.72%
28
JPMJPMorgan Chase & Co
1,390,395$281.2M0.68%
29
CRMsalesforce.com Inc
1,090,797$280.4M0.68%
30
RSGRepublic Services Inc
1,414,307$274.9M0.67%
31
TAT&T Inc
13,936,038$266.3M0.65%
32
CLColgate-Palmolive Co
2,695,116$261.5M0.63%
33
VRTXVertex Pharmaceuticals Inc
555,665$260.5M0.63%
34
WMTWalmart Inc
3,802,335$257.5M0.63%
35
VVisa Inc
978,392$256.8M0.62%
36
INTCIntel Corp
7,900,130$244.7M0.59%
37
DUKDuke Energy Corp
2,423,745$242.9M0.59%
38
MRSHMarsh & McLennan Cos Inc
1,137,365$239.7M0.58%
39
VNQVanguard Real Estate ETF
2,841,900$238.0M0.58%
40
XLFIConsumer Staples Select Sector SPDR Fund
3,042,900$233.0M0.57%
41
AZOAutoZone Inc
78,003$231.2M0.56%
42
CMCSAComcast Corp
5,886,519$230.5M0.56%
43
AVGOBroadcom Inc
142,222$228.3M0.55%
44
UNHUnitedHealth Group Inc
448,216$228.3M0.55%
45
NFLXNetflix Inc
321,855$217.2M0.53%
46
ADBEAdobe Inc
390,644$217.0M0.53%
47
PEPPepsiCo Inc
1,284,155$211.8M0.51%
48
RYBanque Royale du Canada
1,976,635$210.4M0.51%
49
LENLennar Corp
1,387,065$207.9M0.50%
50
CBChubb Ltd
782,924$199.7M0.48%
51
CATCaterpillar Inc
581,923$193.8M0.47%
52
YUMYum! Brands Inc
1,389,405$184.0M0.45%
53
PGProcter & Gamble Company, The
1,105,588$182.3M0.44%
54
TSLATesla Inc
911,984$180.5M0.44%
55
PGRProgressive Corp, The
852,141$177.0M0.43%
56
QCOMQualcomm Inc
887,420$176.8M0.43%
57
ROPRoper Technologies Inc
311,420$175.5M0.43%
58
MDTMedtronic PLC
2,196,473$172.9M0.42%
59
XLVHealth Care Select Sector SPDR Fund
1,177,600$171.6M0.42%
60
TRVCCitigroup Inc
2,666,199$169.2M0.41%
61
GSGoldman Sachs Group, Inc., The
362,052$163.8M0.40%
62
BKNGBooking Holdings Inc
41,144$163.0M0.40%
63
UBERUber Technologies Inc
2,217,774$161.2M0.39%
64
DHIDR Horton Inc
1,142,120$161.0M0.39%
65
LINLinde PLC
356,246$156.3M0.38%
66
BAHBooz Allen Hamilton Holding Corp
1,002,480$154.3M0.37%
67
ORCLOracle Corp
1,081,397$152.7M0.37%
68
MDLZMondelez International Inc
2,317,033$151.6M0.37%
69
ICEIntercontinental Exchange Inc
1,069,791$146.4M0.36%
70
REGNRegeneron Pharmaceuticals Inc
138,797$145.9M0.35%
71
ESEversource Energy
2,524,463$143.2M0.35%
72
KOCoca-Cola Co, The
2,241,433$142.7M0.35%
73
IBMInternational Business Machines Corp
813,762$140.7M0.34%
74
CICigna Group/The
415,662$137.4M0.33%
75
PHMPulteGroup Inc
1,247,619$137.4M0.33%
76
MLB1MercadoLibre Inc
81,974$134.7M0.33%
77
ANETEURArista Networks Inc
374,546$131.3M0.32%
78
AEEAmeren Corp
1,838,869$130.8M0.32%
79
NVRNVR Inc
17,087$129.7M0.31%
80
CNCCentene Corp
1,911,315$126.7M0.31%
81
PCARPaccar Inc
1,227,897$126.4M0.31%
82
ACNAccenture PLC
415,005$125.9M0.31%
83
BSXBoston Scientific Corp
1,557,498$119.9M0.29%
84
DDominion Resources Inc
2,393,194$117.3M0.28%
85
NUENucor Corp
722,979$114.3M0.28%
86
CPChemin de fer Canadien Pacifique Limitee
1,444,602$113.7M0.28%
87
STLDSteel Dynamics Inc
856,452$110.9M0.27%
88
AXPAmerican Express Co
471,189$109.1M0.26%
89
OCOwens Corning
626,346$108.8M0.26%
90
MSIMotorola Solutions Inc
281,559$108.7M0.26%
91
BLDRBuilders FirstSource Inc
779,802$107.9M0.26%
92
LNGCheniere Energy Inc
615,190$107.6M0.26%
93
WSMWilliams-Sonoma Inc
379,840$107.3M0.26%
94
BNBrookfield Corp
2,515,285$104.6M0.25%
95
LOGILogitech International SA
1,078,905$104.4M0.25%
96
BACBank of America Corp
2,592,927$103.1M0.25%
97
GWWWW Grainger Inc
114,002$102.9M0.25%
98
LULULululemon Athletica Inc
340,405$101.7M0.25%
99
JJacobs Solutions Inc
721,639$100.8M0.24%
100
TDYTeledyne Technologies Inc
259,847$100.8M0.24%
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