Varma Mutual Pension Insurance Co Q1 2024 Filing

Filed May 13, 2024

Portfolio Value

$11.5B

Holdings

354

Report Date

Q1 2024

Filing Type

13F-HR

All Holdings (354 positions)

#	Stock	Shares	Value	% Portfolio
101	PXDEURPIONEER NAT RES CO COM	82,500	$21.0M	0.18%
102	CITHE CIGNA GROUP	58,400	$21.0M	0.18%
103	MCOMOODYS CORP COM	54,400	$21.0M	0.18%
104	TMUST-MOBILE US INC COM	129,437	$21.0M	0.18%
105	CNRCDN NATL RAILWAYS COM NPV	161,710	$21.0M	0.18%
106	HLTHILTON WORLDWIDE HLDGS INC COM NEW COM NEW	102,700	$21.0M	0.18%
107	WMWASTE MGMT INC DEL COM STK	97,909	$20.0M	0.17%
108	ICEINTERCONTINENTAL EXCHANGE INC COM	152,300	$20.0M	0.17%
109	FANGDIAMONDBACK ENERGY INC COM	103,100	$20.0M	0.17%
110	PSXPHILLIPS 66 COM	125,400	$20.0M	0.17%
111	PCARPACCAR INC COM	168,140	$20.0M	0.17%
112	AMTAMERICAN TOWER CORP	99,500	$19.0M	0.16%
113	GILDGILEAD SCIENCES INC	269,400	$19.0M	0.16%
114	AEOAMERICAN EAGLE OUTFITTERS INC NEW COM	752,000	$19.0M	0.16%
115	MFCMANULIFE FINL CORP COM NPV	777,100	$19.0M	0.16%
116	CDNSCADENCE DESIGN SYS INC COM	63,018	$19.0M	0.16%
117	EMREMERSON ELECTRIC CO COM	174,867	$19.0M	0.16%
118	BNBROOKFIELD CORP CLASS A LTD VOTING SHS	460,800	$19.0M	0.16%
119	SHOPSHOPIFY INC COM NPV CL A	257,700	$19.0M	0.16%
120	PNCPNC FINANCIAL SERVICES GROUP COM STK	120,400	$19.0M	0.16%
121	AONAON PLC	57,400	$19.0M	0.16%
122	UPSUNITED PARCEL SVC INC CL B	132,658	$19.0M	0.16%
123	CVSCVS HEALTH CORP COM	242,700	$19.0M	0.16%
124	PANWPALO ALTO NETWORKS INC COM USD0.0001	65,230	$18.0M	0.16%
125	USBUS BANCORP	409,900	$18.0M	0.16%
126	BGBUNGE GLOBAL SA F COMMON STOCK	184,000	$18.0M	0.16%
127	ITWILL TOOL WKS INC COM	67,659	$18.0M	0.16%
128	PYPLPAYPAL HLDGS INC COM	282,400	$18.0M	0.16%
129	CLCOLGATE-PALMOLIVE CO COM	209,200	$18.0M	0.16%
130	ITTITT INC COM	134,100	$18.0M	0.16%
131	GTESGATES INDL CORP PL COM USD0.01	1,063,000	$18.0M	0.16%
132	OSKOSHKOSH CORPORATION	149,600	$18.0M	0.16%
133	DYHTARGET CORP COM STK	104,000	$18.0M	0.16%
134	SHWSHERWIN-WILLIAMS CO COM	53,200	$18.0M	0.16%
135	CMCANADIAN IMP BANK COM NPV	357,900	$18.0M	0.16%
136	HESHESS CORP COM STK	119,300	$18.0M	0.16%
137	PAYCPAYCOM SOFTWARE INC COM	94,000	$18.0M	0.16%
138	GMGEN MTRS CO COM	413,400	$18.0M	0.16%
139	EWEDWARDS LIFESCIENCES CORP COM	196,500	$18.0M	0.16%
140	AGCOAGCO CORP COM	151,000	$18.0M	0.16%
141	CMECME GROUP INC COM STK	86,200	$18.0M	0.16%
142	TTTRANE TECHNOLOGIES PLC COM USD1	61,801	$18.0M	0.16%
143	APHAMPHENOL CORP NEW CL A	160,000	$18.0M	0.16%
144	TFCTRUIST FINL CORP COM	443,200	$17.0M	0.15%
145	VLOVALERO ENERGY CORP COM STK NEW	102,700	$17.0M	0.15%
146	AWMSKYWORKS SOLUTIONS INC COM	160,000	$17.0M	0.15%
147	MTSIMACOM TECHNOLOGY SOLUTIONS HOLDINGS INC COM STK	182,300	$17.0M	0.15%
148	AIGAMERICAN INTERNATIONAL GROUP INC COM	227,000	$17.0M	0.15%
149	PCTYPAYLOCITY HLDG CORP COM	103,000	$17.0M	0.15%
150	PPLPEMBINA PIPELINE CORPORATION COMMON STOCK	498,300	$17.0M	0.15%
151	KBHKB HOME COM	245,000	$17.0M	0.15%
152	KKRKKR & CO INC CL A CL A	173,900	$17.0M	0.15%
153	DOVDOVER CORP COM USD1.00	98,118	$17.0M	0.15%
154	WWDWOODWARD INC COM	115,700	$17.0M	0.15%
155	COFCAPITAL ONE FINL CORP COM	117,300	$17.0M	0.15%
156	CMICUMMINS INC	58,030	$17.0M	0.15%
157	LEALEAR CORP COM NEW COM NEW	122,000	$17.0M	0.15%
158	TPRTAPESTRY INC COM USD0.01	361,000	$17.0M	0.15%
159	IPGINTERPUBLIC GROUP COMPANIES INC COM	529,300	$17.0M	0.15%
160	PRUPRUDENTIAL FINL INC COM	149,600	$17.0M	0.15%
161	CRWDCROWDSTRIKE HLDGS INC CL A CL A	55,300	$17.0M	0.15%
162	JJACOBS SOLUTIONS INC COM	115,800	$17.0M	0.15%
163	TAPMOLSON COORS BEVERAGE COMPANY COM USD0.01 CLASS B	265,000	$17.0M	0.15%
164	SNASNAP-ON INC COM	58,000	$17.0M	0.15%
165	GGGGRACO INC COM	184,000	$17.0M	0.15%
166	CSXCSX CORP COM STK	485,220	$17.0M	0.15%
167	DVNDEVON ENERGY CORP NEW COM	319,600	$16.0M	0.14%
168	SPGSIMON PROPERTY GROUP INC COM	102,700	$16.0M	0.14%
169	ECLECOLAB INC COM STK USD1	70,500	$16.0M	0.14%
170	ANETEURARISTA NETWORKS INC COM	57,700	$16.0M	0.14%
171	INGRINGREDION INC COM	144,600	$16.0M	0.14%
172	HALHALLIBURTON CO COM	428,800	$16.0M	0.14%
173	QLYSQUALYS INC COM USD0.001	101,000	$16.0M	0.14%
174	DTDYNATRACE INC COM	361,000	$16.0M	0.14%
175	ZWSZURN ELKAY WATER SOLUTIONS CORPORATION	488,300	$16.0M	0.14%
176	WMBWILLIAMS CO INC COM	420,100	$16.0M	0.14%
177	ASOACADEMY SPORTS & OUTDOORS INC COM	240,000	$16.0M	0.14%
178	RMBS*RAMBUS INC DEL COM	266,000	$16.0M	0.14%
179	NXPINXP SEMICONDUCTORS N V COM STK	67,384	$16.0M	0.14%
180	OKEONEOK INC COM STK	200,800	$16.0M	0.14%
181	ABNBAIRBNB INC CL A COM USD0.0001 CL A	100,000	$16.0M	0.14%
182	TRVTRAVELERS COS INC COM STK	70,100	$16.0M	0.14%
183	MARMARRIOTT INTL INC NEW COM STK CL A	66,300	$16.0M	0.14%
184	GGENPACT LIMITED COM STK USD0.01	495,600	$16.0M	0.14%
185	ADSKAUTODESK INC COM	63,800	$16.0M	0.14%
186	FFIVF5 INC COM STK NPV	88,000	$16.0M	0.14%
187	DFSEURDISCOVER FINL SVCS COM STK	120,500	$15.0M	0.13%
188	XYZBLOCK INC	184,300	$15.0M	0.13%
189	BABAADR ALIBABA GRP HLDG LTD SPON ADS E ACH REP 8 ORD SHS ADS	219,100	$15.0M	0.13%
190	MRVLMARVELL TECHNOLOGY INC COM	214,920	$15.0M	0.13%
191	BKBANK NEW YORK MELLON CORP COM STK	269,900	$15.0M	0.13%
192	CTVACORTEVA INC COM USD0.01 WI	262,000	$15.0M	0.13%
193	APOAPOLLO GLOBAL MANAGEMENT INC COM USD0.00001	137,600	$15.0M	0.13%
194	CA8ACACI INTL INC CL A CL A	42,000	$15.0M	0.13%
195	ZTSZOETIS INC COM USD0.01 CL 'A'	92,200	$15.0M	0.13%
196	LHXL3HARRIS TECHNOLOGIES INC COM	75,055	$15.0M	0.13%
197	A4SAMERIPRISE FINL INC COM	35,000	$15.0M	0.13%
198	COINCOINBASE GLOBAL INC COM CL A	56,900	$15.0M	0.13%
199	AJGGALLAGHER ARTHUR J & CO COM	63,200	$15.0M	0.13%
200	CPRTCOPART INC COM	251,455	$14.0M	0.12%

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