Varma Mutual Pension Insurance Co Q1 2023 Filing
Filed May 11, 2023
Portfolio Value
$8.2B
Holdings
215
Report Date
Q1 2023
Filing Type
13F-HR
All Holdings (215 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | —NATIONAL INSTRS CORP | 269,014 | $14.1M | 0.17% | |
| 102 | CNXCCONCENTRIX CORP | 112,000 | $13.6M | 0.17% | |
| 103 | BMRNBIOMARIN PHARMACEUTICAL INC | 140,000 | $13.6M | 0.17% | |
| 104 | RPDRAPID7 INC | 282,209 | $13.0M | 0.16% | |
| 105 | DC4DEXCOM INC | 110,000 | $12.8M | 0.16% | |
| 106 | MCKMCKESSON CORP | 35,000 | $12.5M | 0.15% | |
| 107 | REGNREGENERON PHARMACEUTICALS | 15,000 | $12.3M | 0.15% | |
| 108 | PCARPACCAR INC | 168,213 | $12.3M | 0.15% | |
| 109 | DGDOLLAR GEN CORP NEW | 58,000 | $12.2M | 0.15% | |
| 110 | AMEAMETEK INC | 83,493 | $12.1M | 0.15% | |
| 111 | NEENEXTERA ENERGY INC | 150,000 | $11.6M | 0.14% | |
| 112 | SYKSTRYKER CORPORATION | 40,000 | $11.4M | 0.14% | |
| 113 | LVLNSPDR SER TR | 242,532 | $10.6M | 0.13% | |
| 114 | TELTE CONNECTIVITY LTD | 80,210 | $10.5M | 0.13% | |
| 115 | VRSKVERISK ANALYTICS INC | 54,768 | $10.5M | 0.13% | |
| 116 | EFXEQUIFAX INC | 50,000 | $10.1M | 0.12% | |
| 117 | ABTABBOTT LABS | 100,000 | $10.1M | 0.12% | |
| 118 | BSXBOSTON SCIENTIFIC CORP | 200,000 | $10.0M | 0.12% | |
| 119 | FICOFAIR ISAAC CORP | 14,125 | $9.9M | 0.12% | |
| 120 | TENBTENABLE HLDGS INC | 195,925 | $9.3M | 0.11% | |
| 121 | MDLZMONDELEZ INTL INC | 130,000 | $9.1M | 0.11% | |
| 122 | INTUINTUIT | 19,387 | $8.6M | 0.11% | |
| 123 | ACNACCENTURE PLC IRELAND | 30,069 | $8.6M | 0.10% | |
| 124 | ORCLORACLE CORP | 92,000 | $8.5M | 0.10% | |
| 125 | SBUXSTARBUCKS CORP | 80,000 | $8.3M | 0.10% | |
| 126 | ADBEADOBE SYSTEMS INCORPORATED | 20,000 | $7.7M | 0.09% | |
| 127 | AMATAPPLIED MATLS INC | 62,000 | $7.6M | 0.09% | |
| 128 | IEXIDEX CORP | 32,668 | $7.5M | 0.09% | |
| 129 | ARGXARGENX SE | 20,000 | $7.5M | 0.09% | |
| 130 | IRINGERSOLL RAND INC | 127,882 | $7.4M | 0.09% | |
| 131 | ADIANALOG DEVICES INC | 36,853 | $7.3M | 0.09% | |
| 132 | AMGNAMGEN INC | 30,000 | $7.3M | 0.09% | |
| 133 | DOVDOVER CORP | 47,458 | $7.2M | 0.09% | |
| 134 | CMICUMMINS INC | 30,000 | $7.2M | 0.09% | |
| 135 | WABWABTEC | 70,340 | $7.1M | 0.09% | |
| 136 | SNASNAP ON INC | 28,638 | $7.1M | 0.09% | |
| 137 | HUBBHUBBELL INC | 28,882 | $7.0M | 0.09% | |
| 138 | NSCNORFOLK SOUTHN CORP | 32,874 | $7.0M | 0.09% | |
| 139 | AG8AGILENT TECHNOLOGIES INC | 50,000 | $6.9M | 0.08% | |
| 140 | FERGFERGUSON PLC NEW | 50,836 | $6.8M | 0.08% | |
| 141 | —QUANTA SVCS INC | 40,000 | $6.7M | 0.08% | |
| 142 | GILDGILEAD SCIENCES INC | 80,000 | $6.6M | 0.08% | |
| 143 | TGTTARGET CORP | 40,000 | $6.6M | 0.08% | |
| 144 | NOWSERVICENOW INC | 14,000 | $6.5M | 0.08% | |
| 145 | AOSSMITH A O CORP | 90,000 | $6.2M | 0.08% | |
| 146 | TRUTRANSUNION | 100,000 | $6.2M | 0.08% | |
| 147 | CCEPCOCA-COLA EUROPACIFIC PARTNE | 104,297 | $6.2M | 0.08% | |
| 148 | GNRCGENERAC HLDGS INC | 55,000 | $5.9M | 0.07% | |
| 149 | JAZZJAZZ PHARMACEUTICALS PLC | 40,000 | $5.9M | 0.07% | |
| 150 | FASTFASTENAL CO | 100,000 | $5.4M | 0.07% | |
| 151 | CLCOLGATE PALMOLIVE CO | 70,000 | $5.3M | 0.06% | |
| 152 | ENPHENPHASE ENERGY INC | 25,000 | $5.3M | 0.06% | |
| 153 | ORLYOREILLY AUTOMOTIVE INC | 6,000 | $5.1M | 0.06% | |
| 154 | ELLAUDER ESTEE COS INC | 20,000 | $4.9M | 0.06% | |
| 155 | LINLINDE PLC | 13,661 | $4.9M | 0.06% | |
| 156 | AERAERCAP HOLDINGS NV | 86,125 | $4.8M | 0.06% | |
| 157 | BUWABIO RAD LABS INC | 10,000 | $4.8M | 0.06% | |
| 158 | MCDMCDONALDS CORP | 17,116 | $4.8M | 0.06% | |
| 159 | LULULULULEMON ATHLETICA INC | 13,000 | $4.7M | 0.06% | |
| 160 | JPMJPMORGAN CHASE & CO | 36,125 | $4.7M | 0.06% | |
| 161 | TSCOTRACTOR SUPPLY CO | 20,000 | $4.7M | 0.06% | |
| 162 | GISGENERAL MLS INC | 55,000 | $4.7M | 0.06% | |
| 163 | GMGENERAL MTRS CO | 125,000 | $4.6M | 0.06% | |
| 164 | DWDMORGAN STANLEY | 51,774 | $4.5M | 0.06% | |
| 165 | GSGOLDMAN SACHS GROUP INC | 13,609 | $4.5M | 0.05% | |
| 166 | LRCXEURLAM RESEARCH CORP | 8,395 | $4.5M | 0.05% | |
| 167 | FFORD MTR CO DEL | 350,000 | $4.4M | 0.05% | |
| 168 | ULTAULTA BEAUTY INC | 8,000 | $4.4M | 0.05% | |
| 169 | AZOAUTOZONE INC | 1,750 | $4.3M | 0.05% | |
| 170 | MARMARRIOTT INTL INC NEW | 25,901 | $4.3M | 0.05% | |
| 171 | ROSTROSS STORES INC | 40,000 | $4.2M | 0.05% | |
| 172 | RYROYAL BK CDA SUSTAINABL | 43,914 | $4.2M | 0.05% | |
| 173 | EWEDWARDS LIFESCIENCES CORP | 50,000 | $4.1M | 0.05% | |
| 174 | PLUNPLUG POWER INC | 350,000 | $4.1M | 0.05% | |
| 175 | COSTCOSTCO WHSL CORP | 8,218 | $4.1M | 0.05% | |
| 176 | AXPAMERICAN EXPRESS CO | 24,757 | $4.1M | 0.05% | |
| 177 | CMCSACOMCAST CORP NEW | 107,174 | $4.1M | 0.05% | |
| 178 | SPGIS&P GLOBAL INC | 11,681 | $4.0M | 0.05% | |
| 179 | KMBKIMBERLY-CLARK CORP | 30,000 | $4.0M | 0.05% | |
| 180 | MAAMID-AMER APT CMNTYS INC | 26,436 | $4.0M | 0.05% | |
| 181 | ADMARCHER DANIELS MIDLAND CO | 50,000 | $4.0M | 0.05% | |
| 182 | BMYBRISTOL-MYERS SQUIBB CO | 57,128 | $4.0M | 0.05% | |
| 183 | DISDISNEY WALT CO | 39,439 | $3.9M | 0.05% | |
| 184 | BLKCHFBLACKROCK INC | 5,837 | $3.9M | 0.05% | |
| 185 | MRNAMODERNA INC | 25,000 | $3.8M | 0.05% | |
| 186 | BKRBAKER HUGHES COMPANY | 132,887 | $3.8M | 0.05% | |
| 187 | HSYHERSHEY CO | 15,000 | $3.8M | 0.05% | |
| 188 | MNSTMONSTER BEVERAGE CORP NEW | 70,000 | $3.8M | 0.05% | |
| 189 | COOCOOPER COS INC | 10,000 | $3.7M | 0.05% | |
| 190 | ARRYARRAY TECHNOLOGIES INC | 170,000 | $3.7M | 0.05% | |
| 191 | CMCANADIAN IMPERIAL BK COMM TO | 87,429 | $3.7M | 0.05% | |
| 192 | NTRNUTRIEN LTD | 49,532 | $3.7M | 0.04% | |
| 193 | PAYXPAYCHEX INC | 31,815 | $3.6M | 0.04% | |
| 194 | APTVAPTIV PLC | 32,000 | $3.6M | 0.04% | |
| 195 | DLTRDOLLAR TREE INC | 25,000 | $3.6M | 0.04% | |
| 196 | BF/BBROWN FORMAN CORP | 55,000 | $3.5M | 0.04% | |
| 197 | TDTORONTO DOMINION BK ONT | 58,272 | $3.5M | 0.04% | |
| 198 | PFEPFIZER INC | 84,490 | $3.4M | 0.04% | |
| 199 | DHID R HORTON INC | 35,000 | $3.4M | 0.04% | |
| 200 | SHLSSHOALS TECHNOLOGIES GROUP IN | 150,000 | $3.4M | 0.04% |