Latest CI INVESTMENTS INC. Stock Portfolio
CI INVESTMENTS INC. Performance:
2025 Q3: 5.45%YTD: 10.06%2024: 17.76%
Performance for 2025 Q3 is 5.45%, and YTD is 10.06%, and 2024 is 17.76%.
About CI INVESTMENTS INC. and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, CI INVESTMENTS INC. reported an equity portfolio of $27.5 Billions as of 30 Sep, 2025.
The top stock holdings of CI INVESTMENTS INC. are IJR, MSFT, NVDA. The fund has invested 17.7% of it's portfolio in ISHARES TR and 5.2% of portfolio in MICROSOFT CORP.
The fund managers got completely rid off AGNICO EAGLE MINES LTD, ISHARES TR (IJR) and GRUPO FINANCIERO GALICIA S.A (GGAL) stocks. They significantly reduced their stock positions in FRONTIER COMMUNICATIONS PARE (FYBR), TALEN ENERGY CORP and PALO ALTO NETWORKS INC (PANW). CI INVESTMENTS INC. opened new stock positions in IAMGOLD CORP, SPDR S&P 500 ETF (SPY) and ISHARES TR (IJR). The fund showed a lot of confidence in some stocks as they added substantially to CONFLUENT INC (CFLT), PONY AI INC and CIENA CORP (CIEN).
The top stock holdings of CI INVESTMENTS INC. are IJR, MSFT, NVDA. The fund has invested 17.7% of it's portfolio in ISHARES TR and 5.2% of portfolio in MICROSOFT CORP.
The fund managers got completely rid off AGNICO EAGLE MINES LTD, ISHARES TR (IJR) and GRUPO FINANCIERO GALICIA S.A (GGAL) stocks. They significantly reduced their stock positions in FRONTIER COMMUNICATIONS PARE (FYBR), TALEN ENERGY CORP and PALO ALTO NETWORKS INC (PANW). CI INVESTMENTS INC. opened new stock positions in IAMGOLD CORP, SPDR S&P 500 ETF (SPY) and ISHARES TR (IJR). The fund showed a lot of confidence in some stocks as they added substantially to CONFLUENT INC (CFLT), PONY AI INC and CIENA CORP (CIEN).
CI INVESTMENTS INC. Annual Return Estimates Vs S&P 500
Our best estimate is that CI INVESTMENTS INC. made a return of 5.45% in the last quarter. In trailing 12 months, it's portfolio return was 11.91%.
New Buys
| Ticker | $ Bought |
|---|---|
| iamgold corp | 96,747,000 |
| spdr s&p 500 etf | 94,944,000 |
| ishares tr | 68,087,000 |
| bloom energy corp | 24,918,000 |
| nu hldgs ltd ord | 12,082,000 |
| coeur mng inc | 10,065,000 |
| xpeng inc | 7,655,000 |
| select sector spdr tr | 5,845,000 |
New stocks bought by CI INVESTMENTS INC.
Additions
| Ticker | % Inc. |
|---|---|
| confluent inc | 205,268 |
| pony ai inc | 158,106 |
| coreweave inc | 136,678 |
| ciena corp | 60,999 |
| ares management corporation | 35,425 |
| crh plc | 30,689 |
| hims & hers health inc | 6,659 |
| credo technology group holdi | 5,340 |
Additions to existing portfolio by CI INVESTMENTS INC.
Reductions
| Ticker | % Reduced |
|---|---|
| cyberark software ltd | -98.12 |
| freeport-mcmoran inc | -98.01 |
| enbridge inc | -96.78 |
| marvell technology inc | -93.53 |
| crowdstrike hldgs inc | -93.06 |
| ishares tr | -92.53 |
| camden ppty tr | -85.66 |
| wells fargo co new | -84.11 |
CI INVESTMENTS INC. reduced stake in above stock
Sold off
Sector Distribution
CI INVESTMENTS INC. has about 31.3% of it's holdings in Others sector.
| Sector | % |
|---|---|
| Others | 31.3 |
| Technology | 22.7 |
| Financial Services | 8.9 |
| Communication Services | 7.9 |
| Healthcare | 6.8 |
| Consumer Cyclical | 6.1 |
| Real Estate | 4.5 |
| Industrials | 4.4 |
| Consumer Defensive | 2.7 |
| Energy | 2.5 |
| Utilities | 1.5 |
Market Cap. Distribution
CI INVESTMENTS INC. has about 66% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| MEGA-CAP | 37.6 |
| UNALLOCATED | 31.6 |
| LARGE-CAP | 28.4 |
| MID-CAP | 2.2 |
Stocks belong to which Index?
About 59.4% of the stocks held by CI INVESTMENTS INC. either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| S&P 500 | 58.2 |
| Others | 40.6 |
| RUSSELL 2000 | 1.2 |
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 1263 stocks in it's portfolio. About 44.4% of the portfolio is in top 10 stocks. NOW proved to be the most loss making stock for the portfolio. IJR was the most profitable stock for CI INVESTMENTS INC. last quarter.
Last Reported on: 12 Nov, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| A | agilent technologies inc | 0.00 | 7,306 | 938,000 | reduced | -19.32 | ||
| AA | alcoa corp | 0.01 | 82,692 | 2,720,000 | reduced | -3.6 | ||
| AAPL | apple inc | 2.51 | 2,710,580 | 690,194,000 | added | 47.18 | ||
| AAXJ | ishares tr | 0.16 | 458,273 | 43,623,000 | added | 82.02 | ||
| AAXJ | ishares tr | 0.11 | 496,192 | 30,327,000 | unchanged | 0.00 | ||
| AAXJ | ishares tr | 0.11 | 371,170 | 30,135,000 | reduced | -39.27 | ||
| AAXJ | ishares tr | 0.02 | 59,457 | 5,657,000 | reduced | -37.45 | ||
| AAXJ | ishares tr | 0.01 | 27,921 | 2,142,000 | unchanged | 0.00 | ||
| ABBV | abbvie inc | 0.15 | 177,879 | 41,186,000 | reduced | -12.24 | ||
| ABC | cencora inc | 0.00 | 3,791 | 1,185,000 | reduced | -20.22 | ||
| ABT | abbott labs | 0.05 | 101,724 | 13,625,000 | reduced | -12.47 | ||
| ACM | aecom | 0.55 | 1,157,410 | 151,008,000 | reduced | -2.65 | ||
| ACN | accenture plc ireland | 0.17 | 185,880 | 45,838,000 | reduced | -19.57 | ||
| ACSG | dbx etf tr | 0.23 | 1,893,110 | 62,435,000 | reduced | -32.46 | ||
| ACWF | ishares tr | 0.94 | 3,785,190 | 257,847,000 | added | 9.2 | ||
| ACWV | ishares inc | 0.07 | 110,129 | 19,995,000 | reduced | -10.2 | ||
| ACWV | ishares inc | 0.01 | 50,000 | 1,550,000 | added | 11.11 | ||
| ADBE | adobe inc | 0.09 | 66,075 | 23,308,000 | added | 7.61 | ||
| ADI | analog devices inc | 0.06 | 69,051 | 16,966,000 | reduced | -57.13 | ||
| ADP | automatic data processing in | 0.02 | 14,860 | 4,361,000 | reduced | -5.15 | ||