Fund HoldingsFIL Ltd

Total Portfolio Value
$128.73B
Total Bought
$18.97B
Total Sold
$22.40B
Net Transaction
-$3.43B
Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
SUNCOR ENERGY INC NEW(SU)21,050,38729,086,054+8,035,667934,3121,923,8071.49%+989,495
ASTRAZENECA PLC(AZN)04,654,855+4,654,8550910,2110.71%+910,211
CENOVUS ENERGY INC(CVE)38,533,05942,758,368+4,225,309651,8801,134,8130.88%+482,934
TEXAS INSTRS INC(TXN)8,455,6009,935,405+1,479,8051,466,9621,928,8601.50%+461,897
CANADIAN PACIFIC KANSAS CITY(CP)16,666,77721,001,067+4,334,2901,227,0451,652,6151.28%+425,570
ZOETIS INC(ZTS)2,134,4045,487,134+3,352,730268,551648,6340.50%+380,083
AGNICO EAGLE MINES LTD(AEM)012,617,456+12,617,45602,561,1321.99%+2,561,132
BANK MONTREAL MEDIUM9,445,16211,494,233+2,049,0711,226,6221,556,8571.21%+330,235
LINDE PLC(LIN)1,611,0162,044,693+433,677686,8861,013,7840.79%+326,898
ROBLOX CORP(RBLX)05,665,491+5,665,4910320,4400.25%+320,440
TELEDYNE TECHNOLOGIES INC(TDY)1,367,1371,612,696+245,559698,238975,6970.76%+277,459
IMPERIAL OIL LTD(IMO)03,682,569+3,682,5690482,3530.37%+482,353
ARCELLX INC
COMMON STOCK
02,339,192+2,339,1920268,5860.21%+268,586
CLEARWATER ANALYTICS HLDGS I011,774,123+11,774,1230278,4580.22%+278,458
NETFLIX INC.(NFLX)10,021,31312,047,509+2,026,196939,5981,158,3680.90%+218,770
CANADIAN NAT RES LTD MED TER(CNQ)011,751,875+11,751,8750573,2750.45%+573,275
FRANCO NEV CORP(FNV)05,895,278+5,895,27801,459,5451.13%+1,459,545
ISHARES TR01,827,771+1,827,7710212,2220.16%+212,222
HOLOGIC INC5,227,4337,821,581+2,594,148389,391591,2330.46%+201,842
CSX CORP(CSX)07,301,800+7,301,8000299,7390.23%+299,739
ALAMOS GOLD INC05,704,096+5,704,0960253,7750.20%+253,775
ORACLE CORP(ORCL)3,976,4416,504,083+2,527,642775,048956,8160.74%+181,768
CANADIAN NATL RY CO(CNI)15,745,74416,841,218+1,095,4741,557,3091,733,3951.35%+176,086
EQUINIX INC(EQIX)0386,820+386,8200379,1760.29%+379,176
CAMECO CORP(CCJ)08,893,505+8,893,5050967,1550.75%+967,155
AMICUS THERAPEUTIC
COM
012,560,028+12,560,0280181,6180.14%+181,618
ISHARES INC01,455,914+1,455,9140179,0920.14%+179,092
WARNER BROS DISCOVERY INC(WBD)05,904,626+5,904,6260162,1410.13%+162,141
TRI POINTE HOMES INC
COM
03,405,422+3,405,4220159,1350.12%+159,135
BUNGE GLOBAL SA(BG)02,909,181+2,909,1810370,0480.29%+370,048
ALLIED GOLD CORP(AAUC)04,951,000+4,951,0000153,4660.12%+153,466
TOTALENERGIES SE(TTE)14,435,72911,926,146-2,509,583943,0771,094,5120.85%+151,435
MARVELL TECHNOLOGY INC(MRVL)09,234,970+9,234,9700914,7240.71%+914,724
ELEMENT SOLUTIONS INC(ESI)08,080,067+8,080,0670275,8530.21%+275,853
SPDR GOLD TR(GLD)0666,237+666,2370286,6750.22%+286,675
VISTA ENERGY S.A.B. DE C.V.(VIST)01,911,418+1,911,4180144,2550.11%+144,255
ICICI BANK LIMITED(IBN)014,140,954+14,140,9540366,2510.28%+366,251
CHENIERE ENERGY INC(LNG)01,356,963+1,356,9630385,0520.30%+385,052
TC ENERGY CORP(TRP)28,305,78927,007,850-1,297,9391,558,6691,691,2181.31%+132,549
METHANEX CORP(MEOH)03,406,062+3,406,0620202,9500.16%+202,950
CHART INDS INC(GTLS)01,914,623+1,914,6230395,8480.31%+395,848
ISHARES TR0425,183+425,1830139,7410.11%+139,741
EQUINOX GOLD CORP(EQX)23,686,15431,272,780+7,586,626332,888451,6360.35%+118,747
ANGLOGOLD ASHANTI PLC(AU)02,798,582+2,798,5820279,2790.22%+279,279
VALERO ENERGY CORP(VLO)0528,952+528,9520130,6930.10%+130,693
VIPER ENERGY INC(VNOM)05,674,252+5,674,2520266,6330.21%+266,633
ISHARES TR0994,888+994,8880109,8260.09%+109,826
MOTOROLA SOLUTIONS INC(MSI)570,228754,323+184,095218,580327,3540.25%+108,774
ISHARES TR01,853,632+1,853,6320108,7340.08%+108,734
ISHARES TR0594,181+594,1810107,7960.08%+107,796
JD.COM INC(JD)011,820,000+11,820,0000349,5170.27%+349,517
LUMENTUM HLDGS INC(LITE)0146,163+146,1630102,7180.08%+102,718
DYNATRACE INC(DT)02,605,397+2,605,397096,3480.07%+96,348
ONESTREAM INC
CL A
03,992,145+3,992,145095,8110.07%+95,811
WABTEC(WAB)03,501,941+3,501,9410875,1700.68%+875,170
DAY ONE BIOPHARMACEUTICALS I
COM
04,131,907+4,131,907088,5880.07%+88,588
DIAMONDBACK ENERGY INC(FANG)01,668,889+1,668,8890330,0900.26%+330,090
MASIMO CORP0482,000+482,000085,7330.07%+85,733
SUNOPTA INC
COM
012,612,784+12,612,784081,7310.06%+81,731
WELLTOWER INC(WELL)0677,782+677,7820134,0040.10%+134,004
SELECT MED HLDGS CORP04,960,732+4,960,732080,8100.06%+80,810
ARIS MINING CORPORATION(ARIS)3,878,4387,672,483+3,794,04562,900142,4630.11%+79,563
ESAB CORPORATION(ESAB)01,394,727+1,394,7270134,8140.10%+134,814
NVIDIA CORPORATION(NVDA)9,178,87410,268,131+1,089,2571,711,8601,790,7621.39%+78,902
LINCOLN ELEC HLDGS INC(LECO)0325,067+325,067080,9680.06%+80,968
KEYSIGHT TECHNOLOGIES INC(KEYS)0276,225+276,225077,9980.06%+77,998
CGI INC(GIB)5,200,0167,596,896+2,396,880480,316555,3910.43%+75,075
TRANSOCEAN LTD(RIG)011,240,815+11,240,815074,5270.06%+74,527
DUOLINGO INC(DUOL)497,5461,622,805+1,125,25987,319159,9600.12%+72,641
WOODWARD INC(WWD)0302,934+302,9340108,4260.08%+108,426
CF INDUSTRIES HOLD(CF)0544,977+544,977070,7600.05%+70,760
NORTHROP GRUMMAN CORP(NOC)0104,282+104,282071,1450.06%+71,145
TAIWAN SEMICONDUCTOR MANUFAC(TSM)1,459,8251,502,781+42,956443,626507,8650.39%+64,239
QIAGEN NV(QGEN)01,577,141+1,577,141063,4690.05%+63,469
CLEAN HARBORS INC(CLH)0509,679+509,6790146,1400.11%+146,140
AURA MINERALS INC(AUGO)0895,468+895,468073,0700.06%+73,070
WHEATON PRECIOUS METALS CORP(WPM)03,166,822+3,166,8220415,6870.32%+415,687
TAKE-TWO INTERACTIVE SOFTWAR(TTWO)0390,589+390,589077,1410.06%+77,141
CREDICORP LTD(BAP)216,954360,656+143,70262,266122,3270.10%+60,062
KENNEDY-WILSON HOLDINGS INC05,538,580+5,538,580059,9270.05%+59,927
SEALED AIR CORP NEW4,549,0005,894,945+1,345,945188,465247,8820.19%+59,417
VIPSHOP HLDGS LTD(VIPS)024,907,022+24,907,0220391,5380.30%+391,538
TECHNIPFMC PLC(FTI)01,423,476+1,423,476098,4050.08%+98,405
ISHARES INC0841,542+841,542057,0570.04%+57,057
INTUIT(INTU)1,125,8781,852,299+726,421745,804800,8970.62%+55,093
OLAPLEX HLDGS INC(OLPX)026,776,105+26,776,105054,3550.04%+54,355
DOMINOS PIZZA INC(DPZ)0151,891+151,891054,4970.04%+54,497
CHURCH & DWIGHT CO INC(CHD)1,220,1721,634,414+414,242102,311152,5240.12%+50,212
CORE NATURAL RESOURCES INC(CNR)0472,869+472,869049,5240.04%+49,524
FIRST AMERN FINL CORP(FAF)0860,770+860,770051,8960.04%+51,896
COCA COLA CO(KO)01,821,128+1,821,1280138,4970.11%+138,497
PEABODY ENGR CORP(BTU)01,476,220+1,476,220048,6410.04%+48,641
ATS CORPORATION(ATS)01,778,181+1,778,181050,0880.04%+50,088
BCE INC(BCE)37,579,44837,411,448-168,000896,398943,9590.73%+47,561
FORTIS INC(FTS)19,898,61319,393,790-504,8231,034,5451,081,9870.84%+47,442
CLEAR CHANNEL OUTDOOR HLDGS(CCO)019,939,521+19,939,521047,2570.04%+47,257
KNIGHT-SWIFT TRANSN HLDGS IN(KNX)01,178,518+1,178,518067,8590.05%+67,859
EXXON MOBIL CORP0825,394+825,3940140,0360.11%+140,036
APELLIS PHARMACEUTICALS INC
COM
01,140,000+1,140,000045,8620.04%+45,862
GREAT LAKES DREDGE & DOCK CO02,671,231+2,671,231045,4110.04%+45,411
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