CAISSE DES DEPOTS ET CONSIGNATIONS

CIK: 0001056947Latest portfolio: $4.4B · Q4 2025

Holdings

209

Total Value

$4.4B

New Positions

19

Closed Positions

28

#StockSharesValue% PortfolioChangeType
1
TTETOTALENERGIES SE
30,368,297$2.0B45.14%NEW
2
UBSUBS GROUP AG
7,922,061$369.6M8.41%
3
LINLINDE PLC
738,746$315.0M7.17%+3K
4
ALCALCON AG
2,264,092$180.8M4.12%
5
TTTRANE TECHNOLOGIES PLC
310,768$121.0M2.75%+2K
6
NVDANVIDIA CORPORATION
507,631$94.7M2.16%+3K
7
AAPLAPPLE INC
313,758$85.3M1.94%
8
MSFTMICROSOFT CORP
136,725$66.1M1.51%
9
VVISA INC
184,704$64.8M1.47%-40,917
10
QGENQIAGEN NV
1,345,657$61.4M1.40%
11
IRINGERSOLL RAND INC
682,627$54.1M1.23%
12
AMZNAMAZON COM INC
209,865$48.4M1.10%
13
ACNACCENTURE PLC IRELAND
161,664$43.4M0.99%
14
GOOGLALPHABET INC
135,552$42.4M0.97%-973
15
AVGOBROADCOM INC
101,306$35.1M0.80%-851
16
GOOGALPHABET INC
106,822$33.5M0.76%-8,759
17
JPMJPMORGAN CHASE & CO.
70,031$22.6M0.51%
18
ELLAUDER ESTEE COS INC
202,550$21.2M0.48%
19
WMTWALMART INC
145,303$16.2M0.37%+2K
20
EWYISHARES INC
162,000$15.9M0.36%
21
BACBANK AMERICA CORP
260,363$14.3M0.33%
22
EWTISHARES INC
225,000$14.3M0.33%
23
JNJJOHNSON & JOHNSON
65,835$13.6M0.31%
24
ABBVABBVIE INC
59,391$13.6M0.31%
25
MICCMAGNUM ICE CREAM CO NV
776,922$12.4M0.28%NEW

Quarterly Changes

New Positions

Closed Positions

  • HEICLOSED
    $2.5B
  • CLCLOSED
    $2.5B
  • VRTCLOSED
    $2.2B
  • SNOWCLOSED
    $2.0B
  • NETCLOSED
    $1.6B
  • BXCLOSED
    $1.4B
  • TFCCLOSED
    $1.3B
  • OCLOSED
    $1.3B
  • PEPCLOSED
    $1.3B
  • HLTCLOSED
    $1.1B

Increased Positions

NameSharesChange
CNHI615K+150K
PCG317K+103K
KVUE318K+76K
HPE181K+69K
CMG204K+60K
KDP231K+47K
PYPL68K+41K
RIVN173K+34K
WBD78K+24K
FTNT34K+23K

Decreased Positions

NameSharesChange
SNAP212K-100307
ORI24K-51490
V185K-40917
KKR4K-38402
INTC186K-34331
T247K-29750
F534K-29216
CNC25K-20151
EW52K-12427
BK32K-11433

Sector Breakdown

Financial Services0.0% ($3.695626477722565e+138T)
Technology0.0% ($9.467385298661226e+134T)
Industrials0.0% ($1.2095054077123093e+115T)
Healthcare0.0% ($1.808336140613624e+94T)
Consumer Cyclical0.0% ($4.844190968534755e+64T)
Consumer Defensive0.0% ($2.1211161881242412e+54T)
Communication Services0.0% ($4.24273352061366e+32T)
Real Estate0.0% ($4.094406833412769e+21T)
Basic Materials0.0% ($3.149935370305129e+21T)
Unknown0.0% ($686656681050805.5T)
Utilities0.0% ($9368631860695.1T)
Energy0.0% ($2.0T)

Filing History

QuarterFiling DatePortfolio ValueHoldings
Q4 2025Feb 2, 2026$4.4B210
Q3 2025Nov 6, 2025$2.4T219
Q2 2025Jul 31, 2025$2.4T194
Q1 2025May 12, 2025$2.1T205
Q4 2024Feb 12, 2025$2.0T222

Fund Information

CIK0001056947
Most Recent FilingFeb 2, 2026
Number of Filings5

CAISSE DES DEPOTS ET CONSIGNATIONS is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $4.4B across 209 holdings. The largest position is TOTALENERGIES SE (TTE), representing 45.1% of the portfolio. Compared to the previous quarter, the fund opened 19 new positions and closed 28 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.