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Latest CI INVESTMENTS INC. Stock Portfolio

$31.15Billion | No. of Holdings #744

CI INVESTMENTS INC. Performance

2026 Q2+10.55%
YTD+5.91%
2025+14.61%

About CI INVESTMENTS INC. and 13F Hedge Fund Stock Holdings

On 2026-08-13, the fund reported it's updated stock portfolio. In the 13F Holdings report, CI INVESTMENTS INC. reported an equity portfolio of $31.2 Billions as of 30 Jun, 2026. <br><br> The top stock holdings of CI INVESTMENTS INC. are BAB, CSD, NVDA. The fund has invested 8.4% of it's portfolio in INVESCO EXCH TRADED FD TR II and 7.3% of portfolio in INVESCO EXCHANGE TRADED FD T. <br><br> The fund managers got completely rid off STERLING INFRASTRUCTURE INC (STRL), HONEYWELL INTL INC (HON) and ATOUR LIFESTYLE HLDGS LTD (ATAT) stocks. They significantly reduced their stock positions in BLOOM ENERGY CORP (BE), ALEXANDRIA REAL ESTATE EQ IN (ARE) and AECOM (ACM). CI INVESTMENTS INC. opened new stock positions in INVESCO EXCH TRADED FD TR II (BAB), INVESCO EXCH TRD SLF IDX FD (BSAE) and INVESCO EXCHANGE TRADED FD T (CSD). The fund showed a lot of confidence in some stocks as they added substantially to AON PLC (AON), HUMANA INC (HUM) and DEERE & CO (DE).
CI INVESTMENTS INC. Equity Portfolio Value
Last Reported on: 13 Aug, 2026
$31.15Billion
  as of Aug 13, 2026

CI INVESTMENTS INC. Annual Return Estimates Vs S&P 500

Our best estimate is that CI INVESTMENTS INC. made a return of 10.55% in the last quarter. In trailing 12 months, it's portfolio return was 14.2%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
invesco exch traded fd tr ii2,629,370,000
invesco exch trd slf idx fd90,891,700
invesco exchange traded fd t86,158,100
invesco exch traded fd tr ii79,255,700
flex ltd75,230,100
invesco exch trd slf idx fd72,915,200
ishares tr70,823,800
brookfield business corp60,853,600
New stocks bought by CI INVESTMENTS INC.

Additions

Ticker% Inc.
aon plc14,313
humana inc9,614
deere & co8,762
dell technologies inc6,613
teradyne inc3,282
sandisk corp2,918
marriott intl inc new2,301
accenture plc ireland2,056
Additions to existing portfolio by CI INVESTMENTS INC.

Reductions

Ticker% Reduced
amphenol corp new-93.75
ciena corp-90.16
eaton corp plc-89.94
xylem inc-89.13
healthpeak properties inc-88.85
vici pptys inc-88.5
vaneck etf trust-87.83
tjx cos inc new-82.38
CI INVESTMENTS INC. reduced stake in above stock

Sold off

None of the stocks were completely sold off by CI INVESTMENTS INC.

Sector Distribution

CI INVESTMENTS INC. has about 32.8% of it's holdings in Others sector.

  • Others
  • Technology
  • Communication Services
  • Healthcare
  • Financial Services
  • Consumer Cyclical
  • Industrials
  • Real Estate
  • Energy
  • Consumer Defensive
  • Utilities
Sector%
Others32.8
Technology24.7
Communication Services7.3
Healthcare6.6
Financial Services6.5
Consumer Cyclical5.8
Industrials5.4
Real Estate3.9
Energy2.6
Consumer Defensive2.3
Utilities1.5

Market Cap. Distribution

CI INVESTMENTS INC. has about 64.8% of it's portfolio invested in the large-cap and mega-cap stocks.

  • MEGA-CAP
  • UNALLOCATED
  • LARGE-CAP
  • MID-CAP
Category%
MEGA-CAP41.4
UNALLOCATED32.8
LARGE-CAP23.4
MID-CAP2.3

Stocks belong to which Index?

About 60.5% of the stocks held by CI INVESTMENTS INC. either belong to S&P 500 or RUSSELL 2000 index.

  • S&P 500
  • Others
  • RUSSELL 2000
Index%
S&P 50058.4
Others39.6
RUSSELL 20002.1
Top 5 Winners (%)%
MU
micron technology inc
227.4 %
INTC
intel corp
210.5 %
CRDO
credo technology group holdi
165.1 %
AMD
advanced micro devices inc
147.1 %
MRVL
marvell technology inc
140.6 %
Top 5 Winners ($)$
AMD
advanced micro devices inc
368.3 M
MU
micron technology inc
278.7 M
NVDA
nvidia corporation
204.3 M
GOOG
alphabet inc
157.3 M
AMZN
amazon com inc
137.9 M
Top 5 Losers (%)%
CVNA
carvana co
-68.3 %
MLI
mueller inds inc
-37.5 %
SHAK
shake shack inc
-33.9 %
ZTS
zoetis inc
-32.0 %
INSM
insmed inc
-31.5 %
Top 5 Losers ($)$
T
at&t inc
-43.3 M
LNG
cheniere energy inc
-34.7 M
BABA
alibaba group hldg ltd
-25.9 M
ZTS
zoetis inc
-25.2 M
CVNA
carvana co
-24.9 M

CI INVESTMENTS INC. Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of CI INVESTMENTS INC.

CI INVESTMENTS INC. has 744 stocks in it's portfolio. About 39.1% of the portfolio is in top 10 stocks. T proved to be the most loss making stock for the portfolio. AMD was the most profitable stock for CI INVESTMENTS INC. last quarter.

$30.99BTotal Value
499Positions
13 Aug, 2026Last Reported
Current holdings of Current Stock Holdings of CI INVESTMENTS INC., last reported on 13 Aug, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
CI INVESTMENTS INC.'s holding in Ishares Tr over time
0.56%1,791,800
$172.80M
0.56%
increased 40.19 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
CI INVESTMENTS INC.'s holding in Ishares Tr over time
0.13%520,215
$41.60M
0.13%
decreased 0.97 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
CI INVESTMENTS INC.'s holding in Ishares Tr over time
0.11%526,102
$35.04M
0.11%
unchanged 0 percentunchanged
AAXJ
Ishares Tr

Ishares Tr

AAXJ
CI INVESTMENTS INC.'s holding in Ishares Tr over time
0.01%47,247
$4.47M
0.01%
unchanged 0 percentunchanged
AAXJ
Ishares Tr

Ishares Tr

AAXJ
CI INVESTMENTS INC.'s holding in Ishares Tr over time
0.01%23,521
$1.94M
0.01%
unchanged 0 percentunchanged
ACSG
Dbx Etf Tr

Dbx Etf Tr

ACSG
CI INVESTMENTS INC.'s holding in Dbx Etf Tr over time
0.17%1,425,880
$52.27M
0.17%
increased 4.77 percentadded
ACWF
Ishares Tr

Ishares Tr

ACWF
CI INVESTMENTS INC.'s holding in Ishares Tr over time
0.87%3,619,960
$272.11M
0.87%
increased 2 percentadded
ACWV
Ishares Inc

Ishares Inc

ACWV
CI INVESTMENTS INC.'s holding in Ishares Inc over time
0.07%100,933
$20.45M
0.07%
decreased 45.03 percentreduced
ACWV
Ishares Inc

Ishares Inc

ACWV
CI INVESTMENTS INC.'s holding in Ishares Inc over time
0.01%11,191
$2.26M
0.01%
decreased 58.7 percentreduced