CAISSE DE DEPOT ET PLACEMENT DU QUEBEC Q4 2023 Filing

Filed February 14, 2024

Portfolio Value

$39.3B

Holdings

479

Report Date

Q4 2023

Filing Type

13F-HR

All Holdings (479 positions)

#StockSharesValue% PortfolioType
1
GIB/ACGI Inc
18,948,365$2.0T5185.91%
2
MSFTMicrosoft Corp
4,724,961$1.8T4517.14%
3
CNRCompagnie des chemins de fer nationaux du Canada
12,758,300$1.6T4096.90%
4
AAPLApple Inc
8,350,207$1.6T4087.21%
5
NVDANVIDIA Corp
2,060,623$1.0T2594.34%
6
GOOGLAlphabet Inc
5,863,416$819.1B2082.32%
7
CSCOCisco Systems Inc
15,913,689$804.0B2043.93%
8
MAMastercard Inc
1,808,898$771.5B1961.44%
9
METAMeta Platforms Inc
1,997,706$707.1B1797.70%
10
BCEBCE Inc
14,462,900$572.2B1454.77%
11
AMZNAmazon.com Inc
3,698,670$562.0B1428.72%
12
MRKMerck & Co Inc
5,115,513$557.7B1417.84%
13
BMOBanque de Montreal
5,588,580$555.7B1412.72%
14
CAECAE Inc
24,604,237$533.7B1356.73%
15
XLFFinancial Select Sector SPDR Fund
20,676,200$516.8B1313.95%Put
16
LSPDLightspeed Commerce Inc
24,286,219$512.4B1302.67%
17
INTCIntel Corp
10,138,994$509.5B1295.27%
18
EMBiShares JP Morgan USD Emerging Markets Bond ETF
4,961,934$442.0B1123.67%
19
JNJJohnson & Johnson
2,763,497$433.1B1101.21%
20
PFEPfizer Inc
13,450,174$387.2B984.46%
21
ELVElevance Health Inc
816,945$385.2B979.40%
22
PEPPepsiCo Inc
2,235,939$379.8B965.45%
23
LLYEli Lilly & Co
572,014$333.4B847.71%
24
WMWaste Management Inc
1,827,592$327.3B832.16%
25
VRTXVertex Pharmaceuticals Inc
803,726$327.0B831.41%
26
AVGOBroadcom Inc
292,669$326.7B830.55%
27
XLUUtilities Select Sector SPDR Fund
5,025,300$318.3B809.10%
28
BACVerizon Communications Inc
8,361,768$315.2B801.44%
29
MRSHMarsh & McLennan Cos Inc
1,581,605$299.7B761.85%
30
BRK/BBerkshire Hathaway Inc
831,441$296.5B753.90%
31
TAT&T Inc
17,403,273$292.0B742.43%
32
MCKMcKesson Corp
627,556$290.5B738.66%
33
XLFIConsumer Staples Select Sector SPDR Fund
3,965,100$285.6B726.10%
34
GOOGAlphabet Inc
2,004,318$282.5B718.13%
35
VVisa Inc
1,059,715$275.9B701.42%
36
TFIITransForce Inc
1,991,000$272.1B691.89%
37
RYBanque Royale du Canada
2,569,292$261.1B663.80%
38
CMCSAComcast Corp
5,395,910$236.6B601.54%
39
XLVHealth Care Select Sector SPDR Fund
1,717,100$234.2B595.36%
40
ADBEAdobe Inc
391,912$233.8B594.43%
41
COSTCostco Wholesale Corp
351,811$232.2B590.39%
42
REGNRegeneron Pharmaceuticals Inc
260,166$228.5B580.92%
43
MDLZMondelez International Inc
2,960,225$214.4B545.10%
44
TSLATesla Inc
839,901$208.7B530.58%
45
WMTWalmart Inc
1,322,014$208.4B529.86%
46
BAHBooz Allen Hamilton Holding Corp
1,598,829$204.5B519.92%
47
TRVCCitigroup Inc
3,946,961$203.0B516.17%
48
UNHUnitedHealth Group Inc
372,886$196.3B499.09%
49
MDTMedtronic PLC
2,311,051$190.4B484.02%
50
ROPRoper Technologies Inc
346,817$189.1B480.69%
51
GILDGilead Sciences Inc
2,298,285$186.2B473.34%
52
AEEAmeren Corp
2,572,873$186.1B473.18%
53
DDominion Energy Inc
3,920,643$184.3B468.47%
54
ICEIntercontinental Exchange Inc
1,347,931$173.1B440.11%
55
AZOAutoZone Inc
66,822$172.8B439.25%
56
CLColgate-Palmolive Co
2,160,446$172.2B437.81%
57
ORCLOracle Corp
1,562,630$164.7B418.84%
58
IBMInternational Business Machines Corp
989,587$161.8B411.47%
59
CMSCMS Energy Corp
2,778,956$161.4B410.26%
60
YUMYum! Brands Inc
1,213,493$158.6B403.10%
61
NEENextEra Energy Inc
2,593,399$157.5B400.47%
62
LENLennar Corp
1,045,529$155.8B396.16%
63
BNBrookfield Corp
3,856,823$155.5B395.23%
64
BMYBristol-Myers Squibb Co
2,969,907$152.4B387.41%
65
CRMsalesforce.com inc
578,118$152.1B386.75%
66
AMATApplied Materials Inc
936,211$151.7B385.75%
67
ULTAUlta Beauty Inc
307,915$150.9B383.57%
68
ENBEnbridge Inc
4,159,250$150.5B382.52%
69
LULULululemon Athletica Inc
276,086$141.2B358.87%
70
GDXVanEck Gold Miners ETF/USA
4,454,034$138.1B351.14%
71
SHOPShopify Inc
1,721,085$134.6B342.32%
72
BACBank of America Corp
3,861,865$130.0B330.58%
73
CVSCVS Health Corp
1,605,069$126.7B322.20%
74
CPChemin de fer Canadien Pacifique Limitee
1,564,567$124.4B316.26%
75
DHIDR Horton Inc
801,774$121.9B309.79%
76
ESEversource Energy
1,966,090$121.3B308.50%
77
TDBanque Toronto-Dominion, La
1,856,000$120.5B306.39%
78
PGRProgressive Corp/The
740,554$118.0B299.88%
79
CPRTCopart Inc
2,371,850$116.2B295.47%
80
LNGCheniere Energy Inc
680,368$116.1B295.28%
81
NFLXNetflix Inc
234,502$114.2B290.27%
82
NVRNVR Inc
16,255$113.8B289.30%
83
PHMPulteGroup Inc
1,077,904$111.3B282.86%
84
UNPUnion Pacific Corp
452,977$111.3B282.86%
85
BKNGBooking Holdings Inc
31,302$111.0B282.29%
86
DUKDuke Energy Corp
1,142,669$110.9B281.90%
87
JPMJPMorgan Chase & Co
639,319$108.7B276.47%
88
EXPDExpeditors International of Washington Inc
818,517$104.1B264.69%
89
ANETEURArista Networks Inc
433,010$102.0B259.26%
90
NUENucor Corp
582,842$101.4B257.89%
91
BLDRBuilders FirstSource Inc
598,081$99.8B253.83%
92
STLDSteel Dynamics Inc
823,230$97.2B247.17%
93
FTNTFortinet Inc
1,636,709$95.8B243.54%
94
CBRECBRE Group Inc
1,017,818$94.7B240.88%
95
ACGLArch Capital Group Ltd
1,267,745$94.2B239.37%
96
MNSTMonster Beverage Corp
1,625,847$93.7B238.13%
97
KRKroger Company, The
2,042,036$93.3B237.30%
98
TRPTC Energy Corp
2,373,529$93.2B236.87%
99
NKENIKE Inc
854,778$92.8B235.94%
100
WECWEC Energy Group Inc
1,101,630$92.7B235.73%
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