Varma Mutual Pension Insurance Co Q2 2021 Filing

Filed August 11, 2021

Portfolio Value

$6.8T

Holdings

228

Report Date

Q2 2021

Filing Type

13F-HR

All Holdings (228 positions)

#StockSharesValue% PortfolioType
1
NDQMFC INVESCO QQQ TRUST
2,526,513$895.5B13.25%
2
VGTMFC VANGUARD
1,377,563$549.3B8.13%
3
EWCMFC ISHARES INC
14,274,266$532.0B7.87%
4
EMBMFC ISHARES TR
2,906,000$326.8B4.83%
5
LVLNMFC SPDR
4,166,031$273.0B4.04%
6
VOOMFC VANGUARD INDEX FUNDS
656,465$258.3B3.82%
7
LCTUMFC BLACKROCK ETF TR
5,080,000$251.8B3.72%
8
IVVISHARES CORE
501,713$215.7B3.19%
9
ESGEMFC ISHARES INC
4,642,711$209.6B3.10%
10
VCITMFC VANGUARD SCOTTSDALE FDS VANGUARD
2,050,000$194.9B2.88%
11
MSFTMICROSOFT CORP
647,643$175.4B2.60%
12
AAPLAPPLE INC
1,140,204$156.2B2.31%
13
IEMGMFC ISHARES INC
2,158,779$144.6B2.14%
14
XLEMFC SELECT SECTOR SPDR TR
2,200,000$118.5B1.75%
15
KBWBINVESCO EXCHANGE-TRADED FD TR II
1,653,940$106.5B1.58%
16
HYGMFC ISHARES
1,000,000$88.0B1.30%
17
TSLATESLA INC
89,847$61.1B0.90%
18
RCLROYAL CARIBBEAN GROUP
690,000$58.8B0.87%
19
AMZNAMAZON COM INC
13,635$46.9B0.69%
20
NVDANVIDIA CORP
56,801$45.4B0.67%
21
GOOGALPHABET INC CAP
18,000$45.1B0.67%
22
UPSUNITED PARCEL SVC INC
190,000$39.5B0.58%
23
CIBRFIRST TRUST EXCHANGE-TRADED FUND II FIRST TRUST
800,000$37.4B0.55%
24
IVEMFC ISHARES TR
247,325$36.5B0.54%
25
EMREMERSON ELECTRIC CO
378,398$36.4B0.54%
26
ADBEADOBE SYS INC
61,609$36.1B0.53%
27
LUVS.W. AIRL CO
659,264$35.0B0.52%
28
PYPLPAYPAL HLDGS INC
114,876$33.5B0.50%
29
CCLCARNIVAL CORP
1,248,056$32.9B0.49%
30
AVGOBROADCOM INC
65,907$31.4B0.46%
31
METAFACEBOOK INC
88,192$30.7B0.45%
32
CATCATERPILLAR INC
139,343$30.3B0.45%
33
TJXTJX COS INC
445,368$30.0B0.44%
34
GEGENERAL ELECTRIC CO
2,200,000$29.6B0.44%
35
EWHMFC ISHARES INC
1,100,806$29.4B0.44%
36
MAMASTERCARD INC
79,456$29.0B0.43%
37
UNHUNITEDHEALTH GROUP INC
70,894$28.4B0.42%
38
DEDEERE & CO
80,300$28.3B0.42%
39
CRMSALESFORCE COM INC
112,671$27.5B0.41%
40
JNJJOHNSON & JOHNSON
163,740$27.0B0.40%
41
SUSAMFC ISHARES
279,816$26.7B0.40%
42
NKENIKE INC
169,286$26.2B0.39%
43
ETNEATON CORP PLC
170,000$25.2B0.37%
44
PLNTPLANET FITNESS INC
330,000$24.8B0.37%
45
UNPUNION PAC CORP
112,780$24.8B0.37%
46
NOWSERVICENOW INC
43,784$24.1B0.36%
47
AALAMERICAN AIRLINES INC
1,050,000$22.3B0.33%
48
UALUNITED AIRLINES HOLDINGS INC
422,507$22.1B0.33%
49
VVISA INC
92,155$21.5B0.32%
50
GWWGRAINGER W W INC
48,000$21.0B0.31%
51
FDXFEDEX CORP
70,000$20.9B0.31%
52
DDOGDATADOG INC
200,000$20.8B0.31%
53
ETSYETSY INC
100,000$20.6B0.30%
54
HDHOME DEPOT INC
64,171$20.5B0.30%
55
TMOTHERMO FISHER CORP
40,393$20.4B0.30%
56
PHPARKER-HANNIFIN CORP
66,000$20.3B0.30%
57
LLYELI LILLY & CO
82,028$18.8B0.28%
58
MMM3M CO
88,000$17.5B0.26%
59
DALDELTA AIR LINES INC DEL
398,000$17.2B0.25%
60
AG8AGILENT TECHNOLOGIES INC
110,000$16.3B0.24%
61
JCIJOHNSON CTLS INTL PLC
235,000$16.1B0.24%
62
PFEPFIZER INC
408,282$16.0B0.24%
63
AMDADVANCED MICRO DEVICES INC
170,000$16.0B0.24%
64
ATVIEURACTIVISION BLIZZARD INC
165,000$15.7B0.23%
65
ZMZOOM VIDEO COMMUNICATIONS INC
40,000$15.5B0.23%
66
WMWASTE MGMT INC DEL
110,000$15.4B0.23%
67
DYHTARGET CORP
63,615$15.4B0.23%
68
BYNDBEYOND MEAT INC
95,000$15.0B0.22%
69
CARRCARRIER GLOBAL CORPORATION
290,000$14.1B0.21%
70
ABTABBOTT LAB
118,341$13.7B0.20%
71
PGPROCTER & GAMBLE
100,769$13.6B0.20%
72
ABBVABBVIE INC
119,598$13.5B0.20%
73
TTTRANE TECHNOLOGIES PLC
73,000$13.4B0.20%
74
CITCINTAS CORP
35,000$13.4B0.20%
75
GOOGLALPHABET INC CAPITAL STOCK
5,447$13.3B0.20%
76
IRINGERSOLL RAND INC
267,000$13.0B0.19%
77
MRKMERCK & CO INC NEW
164,800$12.8B0.19%
78
DGDOLLAR GEN CORP NEW
58,080$12.6B0.19%
79
SWKSTANLEY BLACK & DECKER INC
60,000$12.3B0.18%
80
OTISOTIS WORLDWIDE CORP
150,000$12.3B0.18%
81
TSMADR TAIWAN SEMICONDUCTOR MANUFACTURING
100,000$12.0B0.18%
82
FRPTFRESHPET INC
70,000$11.4B0.17%
83
TELTE CONNECTIVITY LTD
84,000$11.4B0.17%
84
BURLBURLINGTON STORES INC
35,000$11.3B0.17%
85
DHRDANAHER CORP
41,034$11.0B0.16%
86
MDTMEDTRONIC PLC COMMON STOCK
87,835$10.9B0.16%
87
CP.TOCANADIAN PAC RY LTD
140,000$10.8B0.16%
88
XYLXYLEM INC
88,000$10.6B0.16%
89
KOCOCA COLA CO
193,308$10.5B0.15%
90
ULTAULTA BEAUTY INC
30,000$10.4B0.15%
91
HWMHOWMET AEROSPACE INC
300,000$10.3B0.15%
92
INDAMFC ISHARES
227,068$10.0B0.15%
93
UBERUBER TECHNOLOGIES INC
200,000$10.0B0.15%
94
TRI4EURTHOMSON REUTERS CORP
100,000$9.9B0.15%
95
SEDGSOLAREDGE TECHNOLOGIES INC
35,000$9.7B0.14%
96
ELESTEE LAUDER COMPANIES IN
30,000$9.5B0.14%
97
AMEAMETEK INC NEW
69,294$9.3B0.14%
98
TRMBTRIMBLE INC
110,000$9.0B0.13%
99
WOOFPETCO HEALTH & WELLNESS CO
400,000$9.0B0.13%
100
ISRGINTUITIVE SURGICAL INC
9,611$8.8B0.13%
Page 1 of 3Next