Varma Mutual Pension Insurance Co Q2 2024 Filing
Filed August 6, 2024
Portfolio Value
$12.4B
Holdings
344
Report Date
Q2 2024
Filing Type
13F-HR
All Holdings (344 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | PANWPALO ALTO NETWORKS INC | 60,738 | $20.6B | 165.53% | |
| 102 | FANGDIAMONDBACK ENERGY INC | 102,399 | $20.5B | 164.79% | |
| 103 | ICEINTERCONTINENTAL EXCHANGE IN | 148,101 | $20.3B | 162.98% | |
| 104 | SNPSSYNOPSYS INC | 33,365 | $19.9B | 159.61% | |
| 105 | FCXFREEPORT-MCMORAN INC | 406,367 | $19.7B | 158.77% | |
| 106 | MCKMCKESSON CORP | 33,753 | $19.7B | 158.48% | |
| 107 | SLBSCHLUMBERGER LTD | 412,452 | $19.5B | 156.43% | |
| 108 | CMGCHIPOTLE MEXICAN GRILL INC | 310,100 | $19.4B | 156.18% | |
| 109 | HLTHILTON WORLDWIDE HLDGS INC | 87,036 | $19.0B | 152.67% | |
| 110 | T7DTRANSDIGM GROUP INC | 14,827 | $18.9B | 152.29% | |
| 111 | MDLZMONDELEZ INTL INC | 287,112 | $18.8B | 151.04% | |
| 112 | PHPARKER-HANNIFIN CORP | 37,037 | $18.7B | 150.60% | |
| 113 | APHAMPHENOL CORP NEW | 275,239 | $18.5B | 149.06% | |
| 114 | HESHESS CORP | 125,038 | $18.4B | 148.28% | |
| 115 | CRWDCROWDSTRIKE HLDGS INC | 48,015 | $18.4B | 147.90% | |
| 116 | ADPAUTOMATIC DATA PROCESSING IN | 76,981 | $18.4B | 147.71% | |
| 117 | WMWASTE MGMT INC DEL | 85,359 | $18.2B | 146.39% | |
| 118 | MFCMANULIFE FINL CORP | 681,439 | $18.1B | 145.85% | |
| 119 | PSXPHILLIPS 66 | 127,600 | $18.0B | 144.81% | |
| 120 | BMYBRISTOL-MYERS SQUIBB CO | 433,526 | $18.0B | 144.74% | |
| 121 | MPCMARATHON PETE CORP | 103,656 | $18.0B | 144.56% | |
| 122 | AMTAMERICAN TOWER CORP NEW | 92,406 | $18.0B | 144.39% | |
| 123 | SBUXSTARBUCKS CORP | 230,410 | $17.9B | 144.20% | |
| 124 | KKRKKR & CO INC | 169,627 | $17.9B | 143.51% | |
| 125 | WMBWILLIAMS COS INC | 419,800 | $17.8B | 143.43% | |
| 126 | CLCOLGATE PALMOLIVE CO | 182,133 | $17.7B | 142.08% | |
| 127 | BNBROOKFIELD CORP | 424,313 | $17.6B | 141.84% | |
| 128 | ANETEURARISTA NETWORKS INC | 50,300 | $17.6B | 141.72% | |
| 129 | PNCPNC FINL SVCS GROUP INC | 113,234 | $17.6B | 141.53% | |
| 130 | GILDGILEAD SCIENCES INC | 254,615 | $17.5B | 140.44% | |
| 131 | OKEONEOK INC NEW | 213,762 | $17.4B | 140.14% | |
| 132 | CDNSCADENCE DESIGN SYSTEM INC | 56,249 | $17.3B | 139.16% | |
| 133 | TTTRANE TECHNOLOGIES PLC | 52,511 | $17.3B | 138.85% | |
| 134 | CMECME GROUP INC | 86,896 | $17.1B | 137.33% | |
| 135 | DVNDEVON ENERGY CORP NEW | 358,070 | $17.0B | 136.44% | |
| 136 | PRUPRUDENTIAL FINL INC | 143,839 | $16.9B | 135.51% | |
| 137 | NKENIKE INC | 223,108 | $16.8B | 135.18% | |
| 138 | MRO*MARATHON OIL CORP | 579,512 | $16.6B | 133.56% | |
| 139 | CITCINTAS CORP | 23,589 | $16.5B | 132.79% | |
| 140 | AONAON PLC | 55,900 | $16.4B | 131.93% | |
| 141 | EMREMERSON ELEC CO | 148,372 | $16.3B | 131.39% | |
| 142 | UPSUNITED PARCEL SERVICE INC | 119,428 | $16.3B | 131.38% | |
| 143 | SHOPSHOPIFY INC | 246,858 | $16.3B | 131.12% | |
| 144 | ZTSZOETIS INC | 93,658 | $16.2B | 130.52% | |
| 145 | EWEDWARDS LIFESCIENCES CORP | 175,358 | $16.2B | 130.21% | |
| 146 | EQIXEQUINIX INC | 20,953 | $15.9B | 127.44% | |
| 147 | ADSKAUTODESK INC | 63,895 | $15.8B | 127.10% | |
| 148 | KMIKINDER MORGAN INC DEL | 795,403 | $15.8B | 127.05% | |
| 149 | AIGAMERICAN INTL GROUP INC | 212,130 | $15.7B | 126.60% | |
| 150 | USBUS BANCORP DEL | 394,820 | $15.7B | 126.01% | |
| 151 | ECLECOLAB INC | 65,840 | $15.7B | 125.97% | |
| 152 | PCARPACCAR INC | 151,383 | $15.6B | 125.27% | |
| 153 | BDXBECTON DICKINSON & CO | 66,121 | $15.5B | 124.23% | |
| 154 | BKRBAKER HUGHES COMPANY | 439,029 | $15.4B | 124.12% | |
| 155 | BKBANK NEW YORK MELLON CORP | 257,290 | $15.4B | 123.88% | |
| 156 | COFCAPITAL ONE FINL CORP | 111,136 | $15.4B | 123.69% | |
| 157 | PYPLPAYPAL HLDGS INC | 263,629 | $15.3B | 122.98% | |
| 158 | MLB1MERCADOLIBRE INC | 9,215 | $15.1B | 121.74% | |
| 159 | TFCTRUIST FINL CORP | 387,080 | $15.0B | 120.89% | |
| 160 | APOAPOLLO GLOBAL MGMT INC | 127,301 | $15.0B | 120.83% | |
| 161 | NXPINXP SEMICONDUCTORS N V | 55,728 | $15.0B | 120.55% | |
| 162 | AJGGALLAGHER ARTHUR J & CO | 57,550 | $14.9B | 119.97% | |
| 163 | HALHALLIBURTON CO | 441,303 | $14.9B | 119.84% | |
| 164 | SPGSIMON PPTY GROUP INC NEW | 95,449 | $14.5B | 116.48% | |
| 165 | DOVDOVER CORP | 79,406 | $14.3B | 115.19% | |
| 166 | A4SAMERIPRISE FINL INC | 32,762 | $14.0B | 112.51% | |
| 167 | CORCENCORA INC | 61,225 | $13.8B | 110.88% | |
| 168 | WELLWELLTOWER INC | 132,176 | $13.8B | 110.77% | |
| 169 | CMICUMMINS INC | 49,750 | $13.8B | 110.76% | |
| 170 | TRVTRAVELERS COMPANIES INC | 67,647 | $13.8B | 110.58% | |
| 171 | TGTTARGET CORP | 92,642 | $13.7B | 110.25% | |
| 172 | EWHISHARES INC | 895,776 | $13.7B | 110.18% | |
| 173 | ROPROPER TECHNOLOGIES INC | 24,234 | $13.7B | 109.81% | |
| 174 | CVSCVS HEALTH CORP | 230,473 | $13.6B | 109.42% | |
| 175 | KMBKIMBERLY-CLARK CORP | 98,303 | $13.6B | 109.21% | |
| 176 | ORLYOREILLY AUTOMOTIVE INC | 12,766 | $13.5B | 108.38% | |
| 177 | IQVIQVIA HLDGS INC | 63,750 | $13.5B | 108.36% | |
| 178 | OREALTY INCOME CORP | 253,918 | $13.4B | 107.81% | |
| 179 | AFLAFLAC INC | 149,391 | $13.3B | 107.26% | |
| 180 | MARMARRIOTT INTL INC NEW | 54,756 | $13.2B | 106.42% | |
| 181 | GMGENERAL MTRS CO | 283,688 | $13.2B | 105.96% | |
| 182 | QSRRESTAURANT BRANDS INTL INC | 187,058 | $13.2B | 105.94% | |
| 183 | DFSEURDISCOVER FINL SVCS | 100,521 | $13.1B | 105.71% | |
| 184 | ABNBAIRBNB INC COM | 86,509 | $13.1B | 105.45% | |
| 185 | HCAHCA HEALTHCARE INC | 40,063 | $12.9B | 103.47% | |
| 186 | AVBAVALONBAY CMNTYS INC | 62,061 | $12.8B | 103.21% | |
| 187 | MMM3M CO | 125,645 | $12.8B | 103.21% | |
| 188 | MSIMOTOROLA SOLUTIONS INC | 33,001 | $12.7B | 102.42% | |
| 189 | FISFIDELITY NATL INFORMATION SV | 168,082 | $12.7B | 101.82% | |
| 190 | MRVLMARVELL TECHNOLOGY INC | 181,178 | $12.7B | 101.81% | |
| 191 | NEMNEWMONT CORP | 300,356 | $12.6B | 101.09% | |
| 192 | METMETLIFE INC | 177,956 | $12.5B | 100.41% | |
| 193 | TELTE CONNECTIVITY LTD | 82,345 | $12.4B | 99.58% | |
| 194 | FFORD MTR CO DEL | 987,760 | $12.4B | 99.57% | |
| 195 | CPCANADIAN PACIFIC KANSAS CITY | 156,609 | $12.3B | 99.12% | |
| 196 | RSGREPUBLIC SVCS INC | 63,378 | $12.3B | 99.01% | |
| 197 | FDXFEDEX CORP | 40,575 | $12.2B | 97.80% | |
| 198 | NDAQNASDAQ INC | 201,076 | $12.1B | 97.40% | |
| 199 | IRINGERSOLL RAND INC | 132,664 | $12.1B | 96.88% | |
| 200 | YUMYUM BRANDS INC | 90,890 | $12.0B | 96.78% |