CI Investments Inc.
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 12, 2024), CI Investments Inc. reported 1,250 stock positions worth $25.4 billion. Its top holding was iShares Core S&P 500 ETF (IVV) at 17.8% of the portfolio, followed by Microsoft (MSFT, 5.1%) and Amazon.com (AMZN, 4.1%). Compared with Q1 2024, it opened 33 new positions, sold out of 71, added to 504 and reduced 693. The biggest buy was Apple (AAPL, shares +39%) and the biggest sale Vaneck Semiconductor ETF (SMH, shares −99%).
- Most Recent 13F
- Q2 2026
- Location
- TORONTO, Z4
- CIK
- 0001163648
- Portfolio Value
- $25.4B (Q2 2024)
- SEC Filing
- 0001163648-24-000012 ↗ filed Aug 12, 2024
Holdings Value
Holdings 1,250 stocks · $25.4B
| IVV iShares Core S&P 500 ETF | 17.82% | 8,269,682 | $4.5B | No change |
| MSFT Microsoft Corp. | 5.14% | 2,919,090 | $1.3B | Add +2.9% |
| AMZN Amazon.com Inc. | 4.09% | 5,378,168 | $1.0B | Add +0.9% |
| NVDA Nvidia Corp. | 3.77% | 7,744,265 | $956.7M | Reduce -16.1% |
| GOOG Alphabet Inc. Class C | 2.76% | 3,814,574 | $699.7M | Add +0.4% |
| AAPL Apple Inc. | 2.53% | 3,055,273 | $643.5M | Add +39.1% |
| META Meta Platforms Inc. Class A | 2.39% | 1,203,940 | $607.1M | Reduce -2.4% |
| MA Mastercard Inc. Class A | 2.04% | 1,176,317 | $518.9M | Reduce -5.1% |
| LLY Eli Lilly & Co. | 1.94% | 545,080 | $493.5M | Add +0.6% |
| TSM Taiwan Semiconductor-SP ADR | 1.91% | 2,788,768 | $484.7M | Reduce -8.0% |
| UNH Unitedhealth Group Inc. | 1.59% | 793,357 | $404.0M | Reduce -10.5% |
| NOW ServiceNow Inc. | 1.44% | 463,588 | $364.7M | Add +11.3% |
| GOOGL Alphabet Inc. Class A | 1.27% | 1,763,961 | $321.3M | Reduce -2.5% |
| V Visa Inc. Class A | 1.24% | 1,195,995 | $313.9M | Add +1.6% |
| AVGO Broadcom Inc. | 1.15% | 182,329 | $292.7M | Add +1.5% |
| JPM JPMorgan Chase & Co. | 1.13% | 1,419,342 | $287.1M | Reduce -1.4% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.00% | 466,612 | $253.8M | Add +23.9% |
| AMD Advanced Micro Devices | 0.95% | 1,482,916 | $240.5M | Reduce -8.1% |
| LNG Cheniere Energy Inc. | 0.92% | 1,339,800 | $234.2M | Reduce -8.3% |
| KKR KKR & Co. Inc. | 0.80% | 1,934,226 | $203.6M | Reduce -12.4% |
| USFD US Foods Holding Corp. | 0.74% | 3,534,790 | $187.3M | Reduce -9.6% |
| SYK Stryker Corp. | 0.68% | 506,722 | $172.4M | Reduce -10.1% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.65% | 4,152,771 | $165.2M | Reduce -18.9% |
| ADBE Adobe Inc. | 0.64% | 290,319 | $161.3M | Reduce -17.4% |
| PLD Prologis Inc. | 0.62% | 1,406,488 | $158.0M | Reduce -3.1% |
| MRK Merck & Co. Inc. | 0.62% | 1,272,041 | $157.5M | Reduce -0.8% |
| AMAT Applied Materials Inc. | 0.61% | 660,097 | $155.8M | Add +31.1% |
| J Jacobs Solutions Inc. | 0.60% | 1,082,059 | $151.2M | Reduce -9.6% |
| SPGI S&P Global Inc. | 0.55% | 314,301 | $140.2M | Reduce -19.5% |
| WMB Williams Cos Inc. | 0.54% | 3,240,639 | $137.7M | Reduce -8.6% |
| LYV Live Nation Entertainment Inc. | 0.54% | 1,458,409 | $136.7M | Reduce -1.1% |
| CEG Constellation Energy | 0.53% | 672,527 | $134.7M | Add +2.1% |
| BN Brookfield Corp. | 0.51% | 3,146,221 | $130.7M | Reduce -1.5% |
| PG The Procter & Gamble Co. | 0.51% | 792,450 | $130.7M | Add +12.3% |
| VTR Ventas Inc. | 0.51% | 2,540,279 | $130.2M | Reduce -7.8% |
| ADI Analog Devices Inc. | 0.51% | 566,643 | $129.3M | Add +20.5% |
| BSX Boston Scientific Corp. | 0.51% | 1,667,846 | $128.4M | Reduce -10.5% |
| AMH American Homes 4 Rent- A | 0.50% | 3,422,534 | $127.2M | Reduce -10.8% |
| TMO Thermo Fisher Scientific Inc. | 0.49% | 226,321 | $125.2M | Reduce -4.6% |
| IEMG iShares Core MSCI Emerging | 0.49% | 2,313,606 | $123.8M | Add +9.7% |
| FCX Freeport-McMoran Inc. | 0.48% | 2,525,287 | $122.7M | Add +10.4% |
| SBAC SBA Communications Corp. | 0.47% | 609,646 | $119.7M | Reduce -3.0% |
| DHR Danaher Corp. | 0.47% | 475,349 | $118.8M | Reduce -2.3% |
| BKNG Booking Holdings Inc. | 0.46% | 29,314 | $116.1M | Add +2.0% |
| XBI SS SPDR S&P Biotech ETF | 0.45% | 1,238,209 | $114.8M | Reduce -7.6% |
| EQIX Equinix Inc. | 0.45% | 151,193 | $114.4M | Reduce -4.9% |
| ACM Aecom | 0.44% | 1,274,127 | $112.3M | Add +9.9% |
| ZTS Zoetis Inc. | 0.44% | 646,602 | $112.1M | Add +12.6% |
| T AT&T Inc. | 0.43% | 5,692,062 | $108.8M | Reduce -4.9% |
| GS Goldman Sachs Group Inc. | 0.42% | 234,850 | $106.2M | Add +15.0% |
| CRM Salesforce Inc. | 0.39% | 386,311 | $99.3M | Reduce -22.9% |
| TIP iShares Tips Bond ETF | 0.38% | 906,100 | $96.8M | Reduce -7.6% |
| WFC Wells Fargo & Co. | 0.38% | 1,618,336 | $96.1M | Reduce -12.4% |
| MU Micron Technology Inc. | 0.36% | 704,558 | $92.7M | Reduce -11.9% |
| AES AES Corp. | 0.36% | 5,245,542 | $92.2M | Add +46.1% |
| TRGP Targa Resources Corp. | 0.36% | 712,998 | $91.8M | Reduce -13.3% |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 0.36% | 353,771 | $91.7M | Add +13.4% |
| KO The Coca-Cola Co. | 0.36% | 1,431,694 | $91.1M | Reduce -1.3% |
| VICI Vici Properties Inc. filed as VICI PPTYS INC | 0.36% | 3,159,390 | $90.5M | Reduce -11.6% |
| MDLZ Mondelez International Inc. Class A | 0.33% | 1,292,017 | $84.5M | Reduce -16.5% |
| SRE Sempra | 0.33% | 1,088,586 | $82.8M | Reduce -8.7% |
| AXP American Express Co. | 0.32% | 354,713 | $82.1M | Reduce -11.3% |
| ETR Entergy Corp. | 0.32% | 750,329 | $80.3M | Reduce -5.8% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.31% | 130 | $79.6M | Reduce -5.8% |
| BIP Brookfield Infrastructure Pa | 0.30% | 2,779,797 | $76.3M | Add +0.9% |
| CVX Chevron Corp. | 0.29% | 478,253 | $74.8M | Add +11.3% |
| HON Honeywell International Inc. | 0.28% | 338,387 | $72.3M | Reduce -10.6% |
| KIM Kimco Realty Corp. | 0.28% | 3,706,778 | $72.1M | Reduce -7.5% |
| NEE Nextera Energy Inc. | 0.28% | 1,006,216 | $71.3M | Add +21.6% |
| CACI Caci International Inc. Class A | 0.27% | 161,257 | $69.4M | Reduce -0.5% |
| TDG Transdigm Group Inc. | 0.27% | 54,186 | $69.2M | Reduce -5.0% |
| BATRK Atlanta Braves Holdings in-C | 0.27% | 1,748,916 | $69.0M | Reduce -0.1% |
| LIN Linde PLC | 0.27% | 155,663 | $68.3M | Add +10.4% |
| QCOM Qualcomm Inc. | 0.27% | 342,366 | $68.2M | Add +118.0% |
| FXI iShares China Large-Cap ETF | 0.27% | 2,596,137 | $67.5M | Add +88.5% |
| CSX CSX Corp. | 0.25% | 1,933,270 | $64.7M | Add +8.9% |
| ASHR Xtrackers Harvest Csi 300 CH | 0.25% | 2,726,889 | $64.3M | Add +352.5% |
| HST Host Hotels & Resorts Inc. | 0.25% | 3,535,099 | $63.6M | Reduce -7.2% |
| ARE Alexandria Real Estate Equit | 0.25% | 540,521 | $63.2M | Reduce -11.7% |
| BLK BlackRock Finance Inc. | 0.25% | 80,185 | $63.1M | Reduce -5.9% |
| COP Conocophillips | 0.25% | 545,302 | $62.4M | Reduce -7.3% |
| NKE Nike Inc. Class B | 0.24% | 818,476 | $61.7M | Reduce -18.8% |
| ACN Accenture PLC Class A | 0.24% | 203,079 | $61.6M | Add +32.4% |
| UBER Uber Technologies Inc. | 0.24% | 840,083 | $61.1M | Add +38.9% |
| CMG Chipotle Mexican Grill Inc. | 0.24% | 969,643 | $60.7M | Reduce -19.6% |
| XOM Exxon Mobil Corp. | 0.24% | 527,180 | $60.7M | Add +73.1% |
| HESM Hess Midstream LP Class A | 0.24% | 1,638,402 | $59.7M | Reduce -11.5% |
| CL Colgate-Palmolive Co. | 0.23% | 613,832 | $59.6M | Add +10.8% |
| GEV GE Vernova Inc. | 0.23% | 341,069 | $58.5M | Add +14935.0% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.23% | 149,324 | $57.2M | Add +34.3% |
| SNPS Synopsys Inc. | 0.22% | 95,439 | $56.8M | Reduce -38.5% |
| MCO Moody's Corp. | 0.22% | 134,043 | $56.4M | Add +0.5% |
| JNJ Johnson & Johnson | 0.21% | 368,477 | $53.9M | Reduce -32.8% |
| FWONK Liberty Media Corp. Class C | 0.21% | 740,309 | $53.2M | Reduce -10.6% |
| HD Home Depot Inc. | 0.21% | 154,288 | $53.1M | Add +0.4% |
| CSGP Costar Group Inc. | 0.21% | 715,002 | $53.0M | Add +0.3% |
| EQH Equitable Holdings Inc. | 0.20% | 1,259,304 | $51.5M | Reduce -7.2% |
| LRCX Lam Research Corp. | 0.20% | 47,808 | $50.9M | Add +1.5% |
| BRX Brixmor Property Group Inc. | 0.20% | 2,198,569 | $50.8M | Reduce -0.8% |
| DOC Healthpeak Properties Inc. | 0.19% | 2,490,243 | $48.8M | Reduce -1.1% |
Options reported separately and not counted above: INVESCO QQQ TR puts ($1.7M), STATE STR SPDR S&P 500 ETF T puts ($724K), SALESFORCE INC calls ($121K), LULULEMON ATHLETICA INC calls ($69K), ISHARES TR puts ($9K), HUMANA INC calls ($8K), SPDR GOLD TR puts ($6K).
Portfolio Sells Q1 2024 → Q2 2024
| SMH Vaneck Semiconductor ETF | Reduce -99.1% | 0.01% | −0.76 |
| FLJP Franklin Ftse Japan ETF | Sold out | 0.00% | −0.49 |
| MA Mastercard Inc. Class A | Reduce -5.1% | 2.04% | −0.33 |
| HUM Humana Inc. | Reduce -88.2% | 0.03% | −0.23 |
| AMD Advanced Micro Devices | Reduce -8.1% | 0.95% | −0.21 |
| CRM Salesforce Inc. | Reduce -22.9% | 0.39% | −0.21 |
| PXD Pioneer Natural Resources Co. | Sold out | 0.00% | −0.17 |
| MDT Medtronic PLC | Reduce -85.8% | 0.02% | −0.17 |
| UNH Unitedhealth Group Inc. | Reduce -10.5% | 1.59% | −0.15 |
| ONTO Onto Innovation Inc. | Reduce -81.8% | 0.04% | −0.15 |
| J Jacobs Solutions Inc. | Reduce -9.6% | 0.60% | −0.13 |
| NKE Nike Inc. Class B | Reduce -18.8% | 0.24% | −0.13 |
| JNJ Johnson & Johnson | Reduce -32.8% | 0.21% | −0.13 |
| SNPS Synopsys Inc. | Reduce -38.5% | 0.22% | −0.13 |
| PLD Prologis Inc. | Reduce -3.1% | 0.62% | −0.13 |
| SYK Stryker Corp. | Reduce -10.1% | 0.68% | −0.12 |
| BAC Bank of America Corp. | Reduce -18.9% | 0.65% | −0.12 |
| INTU Intuit Inc. | Reduce -39.3% | 0.18% | −0.11 |
| GIB Cgi Inc. | Reduce -68.3% | 0.04% | −0.11 |
| PINS Pinterest Inc. Class A | Reduce -89.2% | 0.02% | −0.11 |
| SPGI S&P Global Inc. | Reduce -19.5% | 0.55% | −0.11 |
| TLT iShares 20+ Year Treasury BD | Reduce -47.0% | 0.11% | −0.11 |
| SBUX Starbucks Corp. | Reduce -27.3% | 0.17% | −0.11 |
| LULU Lululemon Athletica Inc. | Reduce -76.2% | 0.02% | −0.10 |
| USFD US Foods Holding Corp. | Reduce -9.6% | 0.74% | −0.10 |
| TMUS T-Mobile US Inc. | Reduce -88.8% | 0.01% | −0.10 |
| ABNB Airbnb Inc. Class A | Reduce -92.9% | 0.01% | −0.10 |
| MDLZ Mondelez International Inc. Class A | Reduce -16.5% | 0.33% | −0.10 |
| AME Ametek Inc. | Reduce -44.8% | 0.09% | −0.09 |
| CVS CVS Health Corp. | Reduce -74.6% | 0.02% | −0.09 |
| PANW Palo Alto Networks Inc. | Reduce -97.3% | 0.00% | −0.09 |
| LYV Live Nation Entertainment Inc. | Reduce -1.1% | 0.54% | −0.08 |
| KKR KKR & Co. Inc. | Reduce -12.4% | 0.80% | −0.08 |
| MNST Monster Beverage Corp. | Reduce -99.4% | 0.00% | −0.08 |
| ROST Ross Stores Inc. | Reduce -96.9% | 0.00% | −0.08 |
| NXT Nextpower Inc. | Reduce -85.8% | 0.01% | −0.07 |
| ON On Semiconductor | Reduce -90.1% | 0.01% | −0.07 |
| EQIX Equinix Inc. | Reduce -4.9% | 0.45% | −0.07 |
| SBAC SBA Communications Corp. | Reduce -3.0% | 0.47% | −0.07 |
| APTV Aptiv Irish Holdings Ltd. | Reduce -99.4% | 0.00% | −0.07 |
| ADBE Adobe Inc. | Reduce -17.4% | 0.64% | −0.07 |
| VICI Vici Properties Inc. | Reduce -11.6% | 0.36% | −0.07 |
| ARE Alexandria Real Estate Equit | Reduce -11.7% | 0.25% | −0.06 |
| ONON On Holding AG Class A | Reduce -53.8% | 0.06% | −0.06 |
| NXPI NXP Semiconductors NV | Sold out | 0.00% | −0.06 |
| HST Host Hotels & Resorts Inc. | Reduce -7.2% | 0.25% | −0.06 |
| AMH American Homes 4 Rent- A | Reduce -10.8% | 0.50% | −0.06 |
| SYF Synchrony Financial | Reduce -37.7% | 0.12% | −0.06 |
| VKTX Viking Therapeutics Inc. | Reduce -98.6% | 0.00% | −0.06 |
| TMO Thermo Fisher Scientific Inc. | Reduce -4.6% | 0.49% | −0.05 |
Portfolio Buys Q1 2024 → Q2 2024
| AAPL Apple Inc. | Add +39.1% | 2.53% | +1.04 |
| GOOG Alphabet Inc. Class C | Add +0.4% | 2.76% | +0.46 |
| MSFT Microsoft Corp. | Add +2.9% | 5.14% | +0.40 |
| AMZN Amazon.com Inc. | Add +0.9% | 4.09% | +0.28 |
| LLY Eli Lilly & Co. | Add +0.6% | 1.94% | +0.27 |
| GEV GE Vernova Inc. | Add +14935.0% | 0.23% | +0.23 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +23.9% | 1.00% | +0.22 |
| AVGO Broadcom Inc. | Add +1.5% | 1.15% | +0.21 |
| AMAT Applied Materials Inc. | Add +31.1% | 0.61% | +0.20 |
| ASHR Xtrackers Harvest Csi 300 CH | Add +352.5% | 0.25% | +0.20 |
| WMT Walmart Inc. | Add +1207.6% | 0.19% | +0.18 |
| NOW ServiceNow Inc. | Add +11.3% | 1.44% | +0.18 |
| QCOM Qualcomm Inc. | Add +118.0% | 0.27% | +0.16 |
| ADI Analog Devices Inc. | Add +20.5% | 0.51% | +0.14 |
| FXI iShares China Large-Cap ETF | Add +88.5% | 0.27% | +0.13 |
| CYBR Cyberark Software Ltd./Israel | Add +46151.9% | 0.13% | +0.13 |
| ARM Arm Holdings PLC-ADR | Add +1533.5% | 0.12% | +0.11 |
| URTH iShares MSCI World ETF | New | 0.11% | +0.11 |
| AES AES Corp. | Add +46.1% | 0.36% | +0.11 |
| CW Curtiss-Wright Corp. | Add +28962.3% | 0.11% | +0.11 |
| DDOG Datadog Inc. Class A | Add +7780.2% | 0.11% | +0.10 |
| XOM Exxon Mobil Corp. | Add +73.1% | 0.24% | +0.10 |
| DELL Dell Technologies -C | Add +72.4% | 0.18% | +0.09 |
| GDX Vaneck Gold Miners ETF | Add +225.9% | 0.13% | +0.09 |
| ANET Arista Networks Inc. | Add +64.0% | 0.18% | +0.09 |
| AEM Agnico Eagle Mines Ltd. | Add +65.7% | 0.19% | +0.09 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +34.3% | 0.23% | +0.08 |
| BAH Booz Allen Hamilton Holdings | Add +5563.2% | 0.08% | +0.08 |
| SN Sharkninja Inc. | Add +75.2% | 0.16% | +0.08 |
| GS Goldman Sachs Group Inc. | Add +15.0% | 0.42% | +0.08 |
| NEE Nextera Energy Inc. | Add +21.6% | 0.28% | +0.07 |
| IEUR iShares Core MSCI Europe ETF | Add +1072.6% | 0.07% | +0.07 |
| PG The Procter & Gamble Co. | Add +12.3% | 0.51% | +0.06 |
| FCX Freeport-McMoran Inc. | Add +10.4% | 0.48% | +0.06 |
| ZTS Zoetis Inc. | Add +12.6% | 0.44% | +0.06 |
| IEMG iShares Core MSCI Emerging | Add +9.7% | 0.49% | +0.06 |
| UBER Uber Technologies Inc. | Add +38.9% | 0.24% | +0.06 |
| AJG Arthur J Gallagher & Co. | Add +13.4% | 0.36% | +0.05 |
| CRH CRH PLC | Add +77.9% | 0.14% | +0.05 |
| CEG Constellation Energy | Add +2.1% | 0.53% | +0.05 |
| FIX Comfort Systems USA Inc. | Add +167.7% | 0.07% | +0.04 |
| BKNG Booking Holdings Inc. | Add +2.0% | 0.46% | +0.04 |
| CL Colgate-Palmolive Co. | Add +10.8% | 0.23% | +0.04 |
| ACN Accenture PLC Class A | Add +32.4% | 0.24% | +0.03 |
| NEM Newmont Corp. | Add +20.6% | 0.10% | +0.03 |
| MRVL Marvell Technology Inc. | Add +23.1% | 0.15% | +0.03 |
| CVX Chevron Corp. | Add +11.3% | 0.29% | +0.03 |
| IEFA iShares Core MSCI Eafe ETF | Add +229.9% | 0.03% | +0.02 |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | Add +18.0% | 0.16% | +0.02 |
| IOT Samsara Inc. Class A | Add +18237.4% | 0.02% | +0.02 |
Options Activity Q1 2024 → Q2 2024
| INVESCO QQQ TR | put | Add +46.4% | 14,569 | $1.7M |
| BROADCOM INC | call | Sold out | 127 | $873Kbefore exit |
| STATE STR SPDR S&P 500 ETF T | put | Add +2107.8% | 1,987 | $724K |
| ALPHABET INC | call | Sold out | 285 | $310Kbefore exit |
| APPLE INC | call | Sold out | 1,191 | $292Kbefore exit |
| SALESFORCE INC | call | New | 94 | $121K |
| LULULEMON ATHLETICA INC | call | New | 50 | $69K |
| SPDR SERIES TRUST | put | Sold out | 915 | $12Kbefore exit |
| ISHARES TR | put | New | 17,735 | $9K |
| SPDR GOLD TR | put | New | 90 | $6K |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 746 | $31.1B | QQQM, RSP, NVDA, AMZN, MSFT |
| Q1 2026 | 612 | $20.6B | NVDA, AMZN, MSFT, IVV, GOOG |
| Q4 2025 | 635 | $22.8B | NVDA, MSFT, AMZN, GOOG, IVV |
| Q3 2025 | 1,269 | $27.5B | IVV, MSFT, NVDA, AMZN, META |
| Q2 2025 | 1,275 | $26.6B | IVV, MSFT, NVDA, AMZN, META |
| Q1 2025 | 1,289 | $23.7B | IVV, MSFT, AMZN, NVDA, META |
| Q4 2024 | 1,287 | $26.5B | IVV, MSFT, AMZN, NVDA, AAPL |
| Q3 2024 | 1,267 | $26.3B | IVV, MSFT, AMZN, NVDA, META |
| Q2 2024 | 1,250 | $25.4B | IVV, MSFT, AMZN, NVDA, GOOG |
| Q1 2024 | 1,286 | $25.2B | IVV, MSFT, AMZN, NVDA, META |