Fund Holdings — USS Investment Management Ltd

Total Portfolio Value
$21.51B
Total Bought
$914.40M
Total Sold
$2.19B
Net Transaction
-$1.28B
Filing Period:
Securities
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SharesValue ($K)
Q3 2025
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Q4 2025
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Change
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Q3 2025
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Q4 2025
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Weight (%)
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Change
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TOWER SEMICONDUCTOR LTD(TSEM)31,97131,417-554227,780367,7091.71%+139,929
SPDR SERIES TRUST
ST STR P500ETF
66,398,23266,398,23205,201,9695,326,79824.76%+124,829
ENLIGHT RENEWABLE ENERGY LTD(ENLT)87,75785,103-2,654270,650386,6731.80%+116,023
AUTOZONE INC(AZO)3,14228,585+25,44313,48196,9680.45%+83,487
ISHARES TR
MSCI INDIA ETF
01,310,424+1,310,424070,8480.33%+70,848
ALPHABET INC(GOOG)919,332908,774-10,558223,462284,4191.32%+60,957
ALPHABET INC(GOOG)831,384808,059-23,325202,459253,5771.18%+51,118
ELI LILLY & CO(LLY)137,378137,356-22104,749147,6550.69%+42,906
SOUTHERN COPPER CORP(SCCO)30,021301,655+271,6343,64243,2720.20%+39,630
ROLLINS INC(ROL)1,423,8412,008,100+584,25983,644120,5160.56%+36,873
APPLE INC(AAPL)2,338,9142,321,435-17,479595,371631,1752.93%+35,804
COLGATE PALMOLIVE CO(CL)1,693,1522,146,622+453,470135,342169,6370.79%+34,295
AMAZON COM INC(AMZN)2,644,2542,653,896+9,642580,520612,6122.85%+32,093
MARRIOTT INTL INC NEW(MAR)547,902548,048+146142,734170,0480.79%+27,314
JOHNSON & JOHNSON(JNJ)1,178,6101,184,280+5,670218,508245,0871.14%+26,578
AMPHENOL CORP NEW1,427,8651,490,401+62,536176,705201,4350.94%+24,730
MICRON TECHNOLOGY INC(MU)194,662189,835-4,82732,58054,1770.25%+21,597
BANCO SANTANDER CHILE NEW(BSAC)1,072,8681,561,544+488,67628,40448,6030.23%+20,199
S&P GLOBAL INC(SPGI)490,939491,022+83238,908256,6281.19%+17,720
TOTALENERGIES SE(TTE)0269,233+269,233017,5580.08%+17,558
MEDTRONIC PLC(MDT)2,124,4122,275,873+151,461202,276218,6661.02%+16,390
ADVANCED MICRO DEVICES INC(AMD)268,012261,425-6,58743,35555,9840.26%+12,629
AON PLC(AON)640,774681,743+40,969228,317240,5911.12%+12,273
BROADCOM INC(AVGO)742,676742,472-204244,868256,9291.19%+12,061
ANGLOGOLD ASHANTI PLC(AU)1,003,795954,291-49,50470,58781,3720.38%+10,786
GRUPO FINANCIERO GALICIA S.A(GGAL)0189,544+189,544010,2140.05%+10,214
MAGNUM ICE CREAM CO NV(MICC)0631,865+631,865010,0070.05%+10,007
NU HLDGS LTD(NU)3,308,1243,711,004+402,88052,94762,1780.29%+9,231
MERCK & CO INC(MRK)422,758423,037+27935,47644,5350.21%+9,059
VISA INC(V)940,642940,443-199320,961329,9781.53%+9,017
GOLD FIELDS LTD(GFI)1,662,1201,800,813+138,69369,76778,5960.37%+8,829
TESLA INC(TSLA)445,435459,625+14,190198,025206,6700.96%+8,646
APPLIED MATLS INC153,236153,087-14931,37239,3270.18%+7,955
INTUITIVE SURGICAL INC60,08461,201+1,11726,87034,6710.16%+7,801
OTIS WORLDWIDE CORP(OTIS)1,545,4611,701,985+156,524141,294148,6770.69%+7,383
LAM RESEARCH CORP(LRCX)228,909218,952-9,95730,64137,4650.17%+6,824
CREDICORP LTD(BAP)95,874110,344+14,47025,54931,6840.15%+6,134
THERMO FISHER SCIENTIFIC INC(TMO)63,59363,593030,82936,8520.17%+6,023
CISCO SYS INC(CSCO)672,981674,215+1,23446,03551,9450.24%+5,910
WALMART INC(WMT)693,344693,344071,44677,2390.36%+5,793
CATERPILLAR INC(CAT)58,35458,354027,83433,4270.16%+5,593
ROYAL BK CDA(RY)226,144226,144033,29338,5820.18%+5,289
WELLS FARGO CO NEW(WFC)526,853526,693-16044,16349,1010.23%+4,938
INTERCONTINENTAL EXCHANGE IN(ICE)634,514690,069+55,555106,878111,7880.52%+4,910
DANAHER CORPORATION(DHR)101,411109,135+7,72420,08924,9920.12%+4,903
REGENERON PHARMACEUTICALS(REGN)18,28019,315+1,03510,28214,9140.07%+4,631
CITIGROUP INC(C)301,902301,689-21330,64235,2030.16%+4,561
AMGEN INC(AMGN)90,42991,350+92125,51229,9070.14%+4,395
SALESFORCE INC(CRM)150,754151,124+37035,72340,0340.19%+4,310
PROCTER AND GAMBLE CO(PG)982,7051,083,123+100,418150,958155,2280.72%+4,270
GOLDMAN SACHS GROUP INC(GS)51,44551,409-3640,95645,1760.21%+4,220
TORONTO DOMINION BK ONT(TD)277,316277,316022,16526,1640.12%+3,999
MORGAN STANLEY(MS)203,469203,469032,33836,1250.17%+3,787
ACCENTURE PLC IRELAND
SHS CLASS A
100,308106,098+5,79024,74228,4750.13%+3,733
AMERICAN EXPRESS CO(AXP)92,87192,815-5630,84834,3460.16%+3,498
BRISTOL-MYERS SQUIBB CO(BMY)356,252362,511+6,25916,06219,5590.09%+3,498
BANK AMERICA CORP1,072,6581,068,183-4,47555,31258,7450.27%+3,433
QNITY ELECTRONICS INC(Q)040,683+40,68303,3230.02%+3,323
INTEL CORP(INTC)753,166774,373+21,20725,26528,5860.13%+3,321
VERTEX PHARMACEUTICALS INC(VRTX)44,09945,393+1,29417,26920,5840.10%+3,315
BBB FOODS INC(TBBB)511,932511,932013,80717,0930.08%+3,287
KLA CORP(KLAC)23,71523,715025,56628,8100.13%+3,244
WARNER BROS DISCOVERY INC(WBD)339,566339,56606,6309,7910.05%+3,161
BARRICK MNG CORP(B)322,915311,770-11,14510,58413,5920.06%+3,008
UBS GROUP AG(UBS)516,436516,436021,07724,0490.11%+2,972
FREEPORT-MCMORAN INC(FCX)248,404248,40409,74112,6150.06%+2,874
CAPITAL ONE FINL CORP(COF)96,16795,750-41720,44323,2130.11%+2,770
PARKER-HANNIFIN CORP(PH)22,63522,635017,15819,8980.09%+2,740
COCA COLA CO(KO)632,914637,901+4,98741,97844,6080.21%+2,630
NEBIUS GROUP N.V.(NBIS)031,044+31,04402,5990.01%+2,599
CARDINAL HEALTH INC(CAH)38,46841,855+3,3876,0408,6020.04%+2,562
SHOPIFY INC(SHOP)190,758191,740+98228,30230,8460.14%+2,543
NEWMONT CORP(NEM)206,553199,775-6,77817,40919,9490.09%+2,539
GILEAD SCIENCES INC(GILD)212,812212,812023,61726,1240.12%+2,507
ISHARES INC867,443740,253-127,19069,47871,9600.33%+2,482
JPMORGAN CHASE & CO.(JPM)449,171447,105-2,066141,664144,1060.67%+2,442
ROCKET COS INC(RKT)38,663162,011+123,3487493,1360.01%+2,386
PROLOGIS INC.(PLD)160,852162,870+2,01818,41020,7940.10%+2,385
INTERNATIONAL BUSINESS MACHS(IBM)147,222147,924+70241,54443,8120.20%+2,268
WATERS CORP(WAT)18,08820,237+2,1495,4247,6880.04%+2,265
ANALOG DEVICES INC(ADI)84,73284,732020,81222,9810.11%+2,168
FEDEX CORP(FDX)39,40239,584+1829,29211,4370.05%+2,145
GENERAL MTRS CO(GM)116,820113,841-2,9797,1219,2590.04%+2,138
UNITED PARCEL SERVICE INC(UPS)128,911129,869+95810,76412,8820.06%+2,118
WELLTOWER INC(WELL)111,525118,346+6,82119,86121,9560.10%+2,095
IQVIA HLDGS INC(IQV)28,09032,897+4,8075,3357,4180.03%+2,084
YUM CHINA HLDGS INC(YUMC)419,079419,079017,98120,0030.09%+2,022
CHUBB LIMITED
COM
64,91264,948+3618,31720,2740.09%+1,957
ROSS STORES INC(ROST)63,44863,662+2149,66711,4710.05%+1,804
TJX COS INC NEW(TJX)195,202195,293+9128,21430,0030.14%+1,788
ISHARES INC
MSCI MLY ETF NEW
1,181,5361,181,536030,58432,3500.15%+1,766
BANK NOVA SCOTIA HALIFAX189,697189,697012,25813,9970.07%+1,739
COGNIZANT TECHNOLOGY SOLUTIO(CTSH)82,79987,387+4,5885,5537,2530.03%+1,700
ARGENX SE(ARGX)11,45011,997+5478,44910,0920.05%+1,643
MONGODB INC(MDB)15,06015,019-414,6736,3060.03%+1,633
MONSTER BEVERAGE CORP NEW(MNST)139,396143,546+4,1509,38311,0080.05%+1,624
CANADIAN IMPERIAL BANK OF CO(CM)149,565149,565011,94413,5600.06%+1,616
VENTAS INC(VTR)91,346103,391+12,0456,3917,9990.04%+1,608
NEXTERA ENERGY INC(NEE)334,914334,914025,28126,8890.12%+1,608
KEURIG DR PEPPER INC(KDP)216,104253,381+37,2775,5077,0980.03%+1,591
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USS Investment Management Ltd — 13F Holdings — Q4 2025 | TickerTrail