CAISSE DES DEPOTS ET CONSIGNATIONS Q2 2025 Filing

Filed July 31, 2025

Portfolio Value

$2.4T

Holdings

193

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (193 positions)

#StockSharesValue% PortfolioType
1
LINLINDE PLC
704,086$330.3B13.83%
2
UBSUBS GROUP AG
7,922,061$287.0B12.02%
3
ALCALCON AG
2,264,092$214.4B8.98%
4
TTTRANE TECHNOLOGIES PLC
309,159$135.2B5.66%
5
AMRZAMRIZE LTD
1,931,802$103.2B4.32%
6
NVDANVIDIA CORPORATION
509,946$80.6B3.37%
7
VVISA INC
194,669$69.0B2.89%
8
MSFTMICROSOFT CORP
132,213$65.8B2.75%
9
AAPLAPPLE INC
316,217$64.9B2.72%
10
QGENQIAGEN NV
1,345,657$64.5B2.70%
11
IRINGERSOLL RAND INC
682,627$56.8B2.38%
12
AMZNAMAZON COM INC
200,809$44.1B1.84%
13
ACNACCENTURE PLC IRELAND
135,238$40.4B1.69%
14
AVGOBROADCOM INC
109,418$30.2B1.26%
15
METAMETA PLATFORMS INC
34,038$25.1B1.05%
16
GOOGLALPHABET INC
139,180$24.5B1.03%
17
TSLATESLA INC
64,808$20.6B0.86%
18
JPMJPMORGAN CHASE & CO.
70,586$20.5B0.86%
19
GOOGALPHABET INC
93,120$16.5B0.69%
20
ELLAUDER ESTEE COS INC
202,550$16.4B0.69%
21
WMTWALMART INC
139,876$13.7B0.57%
22
ORCLORACLE CORP
61,271$13.4B0.56%
23
MUMICRON TECHNOLOGY INC
107,291$13.2B0.55%
24
EWTISHARES INC
225,000$12.9B0.54%
25
COTYCOTY INC
2,700,000$12.5B0.52%
26
BACBANK AMERICA CORP
261,777$12.4B0.52%
27
EWYISHARES INC
162,000$11.6B0.49%
28
CSCOCISCO SYS INC
162,133$11.2B0.47%
29
MAMASTERCARD INCORPORATED
19,898$11.2B0.47%
30
ABBVABBVIE INC
59,391$11.0B0.46%
31
KOCOCA COLA CO
155,746$11.0B0.46%
32
GEGE AEROSPACE
41,856$10.8B0.45%
33
PGPROCTER AND GAMBLE CO
63,804$10.2B0.43%
34
JNJJOHNSON & JOHNSON
65,835$10.1B0.42%
35
IBMINTERNATIONAL BUSINESS MACHS
34,085$10.0B0.42%
36
CRMSALESFORCE INC
36,157$9.9B0.41%
37
HDHOME DEPOT INC
26,436$9.7B0.41%
38
RTXRTX CORPORATION
66,002$9.6B0.40%
39
TAT&T INC
313,606$9.1B0.38%
40
UBERUBER TECHNOLOGIES INC
95,525$8.9B0.37%
41
SCHWSCHWAB CHARLES CORP
95,120$8.7B0.36%
42
DWDMORGAN STANLEY
61,036$8.6B0.36%
43
BSXBOSTON SCIENTIFIC CORP
79,414$8.5B0.36%
44
PGRPROGRESSIVE CORP
31,633$8.4B0.35%
45
GILDGILEAD SCIENCES INC
73,552$8.2B0.34%
46
PFEPFIZER INC
333,576$8.1B0.34%
47
AMDADVANCED MICRO DEVICES INC
55,324$7.9B0.33%
48
NEENEXTERA ENERGY INC
111,893$7.8B0.33%
49
NOWSERVICENOW INC
7,221$7.4B0.31%
50
ADPAUTOMATIC DATA PROCESSING IN
23,192$7.2B0.30%
51
ADBEADOBE INC
18,377$7.1B0.30%
52
LLYELI LILLY & CO
9,023$7.0B0.29%
53
CMGCHIPOTLE MEXICAN GRILL INC
123,218$6.9B0.29%
54
BKBANK NEW YORK MELLON CORP
75,229$6.9B0.29%
55
CSXCSX CORP
205,809$6.7B0.28%
56
RHCRH PLC
72,406$6.6B0.28%
57
JCIJOHNSON CTLS INTL PLC
62,056$6.6B0.27%
58
LRCXLAM RESEARCH CORP
66,118$6.4B0.27%
59
CMCSACOMCAST CORP NEW
179,832$6.4B0.27%
60
HONHONEYWELL INTL INC
27,229$6.3B0.27%
61
NFLXNETFLIX INC
4,683$6.3B0.26%
62
HBANHUNTINGTON BANCSHARES INC
370,716$6.2B0.26%
63
PANWPALO ALTO NETWORKS INC
30,214$6.2B0.26%
64
EQHEQUITABLE HLDGS INC
109,906$6.2B0.26%
65
KDPKEURIG DR PEPPER INC
184,062$6.1B0.25%
66
MRKMERCK & CO INC
75,889$6.0B0.25%
67
ROLROLLINS INC
104,342$5.9B0.25%
68
INTCINTEL CORP
261,641$5.9B0.25%
69
MDTMEDTRONIC PLC
66,461$5.8B0.24%
70
CAHCARDINAL HEALTH INC
33,851$5.7B0.24%
71
SBUXSTARBUCKS CORP
62,044$5.7B0.24%
72
KKRKKR & CO INC
42,262$5.6B0.24%
73
CNHICNH INDL N V
429,435$5.6B0.23%
74
OTISOTIS WORLDWIDE CORP
55,325$5.5B0.23%
75
MNSTMONSTER BEVERAGE CORP NEW
86,169$5.4B0.23%
76
EWEDWARDS LIFESCIENCES CORP
68,390$5.3B0.22%
77
FASTFASTENAL CO
125,492$5.3B0.22%
78
FCXFREEPORT-MCMORAN INC
119,321$5.2B0.22%
79
KVUEKENVUE INC
242,085$5.1B0.21%
80
CPRTCOPART INC
98,183$4.8B0.20%
81
DHRDANAHER CORPORATION
23,972$4.7B0.20%
82
WYWEYERHAEUSER CO MTN BE
183,971$4.7B0.20%
83
ECLECOLAB INC
17,052$4.6B0.19%
84
NVRNVR INC
619$4.6B0.19%
85
EAELECTRONIC ARTS INC
28,287$4.5B0.19%
86
COSTCOSTCO WHSL CORP NEW
4,545$4.5B0.19%
87
EXPDEXPEDITORS INTL WASH INC
38,860$4.4B0.19%
88
SNAPSNAP INC
503,232$4.4B0.18%
89
ADSKAUTODESK INC
13,459$4.2B0.17%
90
PEOEXELON CORP
94,712$4.1B0.17%
91
ICEINTERCONTINENTAL EXCHANGE IN
22,401$4.1B0.17%
92
CVSCVS HEALTH CORP
58,610$4.0B0.17%
93
WFCWELLS FARGO CO NEW
48,355$3.9B0.16%
94
CARRCARRIER GLOBAL CORPORATION
52,636$3.9B0.16%
95
BWXTBWX TECHNOLOGIES INC
26,501$3.8B0.16%
96
JXNJACKSON FINANCIAL INC
42,843$3.8B0.16%
97
CNCCENTENE CORP DEL
68,455$3.7B0.16%
98
PCARPACCAR INC
38,766$3.7B0.15%
99
GEVGE VERNOVA INC
6,824$3.6B0.15%
100
MDLZMONDELEZ INTL INC
53,164$3.6B0.15%
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