CI Investments Inc.
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 13, 2026), CI Investments Inc. reported 612 stock positions worth $20.6 billion. Its top holding was Nvidia (NVDA) at 6.3% of the portfolio, followed by Amazon.com (AMZN, 4.6%) and Microsoft (MSFT, 3.9%). Compared with Q4 2025, it opened 46 new positions, sold out of 69, added to 230 and reduced 325. The biggest buy was a new position in SS SPDR BB Intl Treasury BD (BWX) and the biggest sale Microsoft (MSFT, shares −19%).
- Most Recent 13F
- Q2 2026
- Location
- TORONTO, Z4
- CIK
- 0001163648
- Portfolio Value
- $20.6B (Q1 2026)
- SEC Filing
- 0001163648-26-000005 ↗ filed May 13, 2026
Holdings Value
Holdings 612 stocks · $20.6B
| NVDA Nvidia Corp. | 6.30% | 7,453,745 | $1.3B | Add +0.2% |
| AMZN Amazon.com Inc. | 4.60% | 4,555,051 | $948.7M | Reduce -2.8% |
| MSFT Microsoft Corp. | 3.87% | 2,159,396 | $799.3M | Reduce -19.1% |
| IVV iShares Core S&P 500 ETF | 3.37% | 1,064,173 | $695.1M | No change |
| GOOG Alphabet Inc. Class C | 3.27% | 2,352,676 | $674.9M | Reduce -10.5% |
| AAPL Apple Inc. | 2.87% | 2,334,524 | $592.5M | Reduce -1.1% |
| AVGO Broadcom Inc. | 2.64% | 1,761,094 | $545.1M | Add +9.7% |
| META Meta Platforms Inc. Class A | 2.45% | 883,029 | $505.2M | Reduce -10.0% |
| MA Mastercard Inc. Class A | 2.05% | 845,789 | $422.6M | Add +2.2% |
| LLY Eli Lilly & Co. | 1.66% | 371,515 | $341.7M | Reduce -5.7% |
| GOOGL Alphabet Inc. Class A | 1.53% | 1,100,280 | $316.4M | Reduce -12.7% |
| TSM Taiwan Semiconductor-SP ADR | 1.44% | 877,754 | $296.6M | Reduce -10.4% |
| IEUR iShares Core MSCI Europe ETF | 1.21% | 3,549,159 | $249.4M | Reduce -6.4% |
| WMT Walmart Inc. | 1.11% | 1,836,149 | $228.2M | Reduce -1.7% |
| DHR Danaher Corp. | 1.09% | 1,181,493 | $224.0M | Add +2.3% |
| JPM JPMorgan Chase & Co. | 1.06% | 744,679 | $219.1M | Reduce -7.9% |
| LNG Cheniere Energy Inc. | 1.04% | 758,640 | $215.3M | Reduce -0.5% |
| TMO Thermo Fisher Scientific Inc. | 1.02% | 428,160 | $210.5M | Reduce -21.8% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 1.01% | 4,272,260 | $208.3M | Reduce -2.8% |
| TRGP Targa Resources Corp. | 0.97% | 795,557 | $199.5M | Add +7.0% |
| GEV GE Vernova Inc. | 0.89% | 210,646 | $183.9M | Add +0.2% |
| WMB Williams Cos Inc. | 0.88% | 2,494,111 | $181.5M | Reduce -0.2% |
| AMD Advanced Micro Devices | 0.87% | 886,360 | $180.3M | Add +6.6% |
| EBND State Street SPDR Bloomberg | 0.83% | 8,301,948 | $171.4M | Reduce -12.5% |
| V Visa Inc. Class A | 0.78% | 533,494 | $161.2M | Reduce -26.3% |
| T AT&T Inc. | 0.73% | 5,216,921 | $151.2M | Reduce -1.4% |
| NOW ServiceNow Inc. | 0.72% | 1,426,476 | $149.1M | Add +35.5% |
| MRK Merck & Co. Inc. | 0.72% | 1,237,783 | $148.9M | Add +24.5% |
| VTR Ventas Inc. | 0.72% | 1,812,752 | $148.2M | Reduce -21.4% |
| RSP Invesco S&P 500 Equal Weight | 0.70% | 753,425 | $144.6M | Add +6.8% |
| BWX SS SPDR BB Intl Treasury BD | 0.69% | 6,516,641 | $143.0M | New |
| EQIX Equinix Inc. | 0.68% | 143,997 | $141.2M | Add +3.4% |
| LYV Live Nation Entertainment Inc. | 0.67% | 911,825 | $139.1M | Reduce -11.2% |
| BN Brookfield Corp. | 0.67% | 3,429,556 | $138.8M | Reduce -20.7% |
| NEE Nextera Energy Inc. | 0.66% | 1,473,366 | $136.8M | Add +81.1% |
| PLD Prologis Inc. | 0.65% | 1,014,332 | $134.1M | Reduce -0.3% |
| C Citigroup Inc. | 0.63% | 1,151,460 | $130.6M | Reduce -2.2% |
| KKR KKR & Co. Inc. | 0.63% | 1,404,589 | $129.9M | Reduce -3.4% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.63% | 812,422 | $129.7M | Reduce -1.1% |
| TIP iShares Tips Bond ETF | 0.62% | 1,166,832 | $128.8M | Add +28.7% |
| MU Micron Technology Inc. | 0.59% | 362,753 | $122.6M | Reduce -9.8% |
| GLD SPDR Gold Shares | 0.59% | 282,364 | $121.5M | Add +96.7% |
| BABA Alibaba Group Holding-SP ADR | 0.58% | 958,245 | $120.2M | Reduce -3.2% |
| EMB iShares JP Morgan Usd Emergi | 0.58% | 1,278,166 | $120.1M | Add +111.9% |
| KGC Kinross Gold Corp. | 0.53% | 3,609,284 | $110.2M | Reduce -41.9% |
| SNOW Snowflake Inc. | 0.53% | 720,810 | $108.7M | Add +34.6% |
| BRX Brixmor Property Group Inc. | 0.52% | 3,753,992 | $108.1M | Add +11.7% |
| ETR Entergy Corp. | 0.52% | 950,636 | $106.8M | Reduce -19.9% |
| IAG Iamgold Corp. | 0.51% | 5,555,344 | $104.6M | Reduce -24.5% |
| MELI MercadoLibre Inc. | 0.50% | 60,231 | $104.1M | Add +8.2% |
| BIP Brookfield Infrastructure Pa | 0.50% | 2,871,311 | $103.7M | Reduce -0.6% |
| KO The Coca-Cola Co. | 0.50% | 1,347,955 | $102.5M | Reduce -14.8% |
| SPGI S&P Global Inc. | 0.49% | 238,910 | $101.6M | Add +1.5% |
| COST Costco Wholesale Corp. | 0.48% | 99,247 | $98.9M | Add +408.0% |
| J Jacobs Solutions Inc. | 0.46% | 747,249 | $95.1M | Reduce -1.0% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.42% | 133,362 | $86.7M | Reduce -31.7% |
| COP Conocophillips | 0.41% | 641,797 | $84.7M | Add +36.0% |
| GS Goldman Sachs Group Inc. | 0.41% | 100,128 | $84.7M | Reduce -40.1% |
| CACI Caci International Inc. Class A | 0.41% | 153,976 | $83.7M | Reduce -9.7% |
| LRCX Lam Research Corp. | 0.40% | 387,416 | $82.8M | Reduce -14.7% |
| AMH American Homes 4 Rent- A | 0.40% | 2,959,426 | $82.6M | Add +20.1% |
| IEFA iShares Core MSCI Eafe ETF | 0.39% | 883,440 | $80.0M | Add +189.7% |
| ETN Eaton Corp. PLC | 0.39% | 223,495 | $79.9M | Add +16.8% |
| TXN Texas Instruments Inc. | 0.38% | 401,965 | $78.0M | Add +3.7% |
| JNJ Johnson & Johnson | 0.38% | 317,660 | $77.6M | Add +83.5% |
| UNH Unitedhealth Group Inc. | 0.37% | 283,437 | $76.7M | Reduce -62.9% |
| BKNG Booking Holdings Inc. | 0.36% | 17,521 | $73.8M | Reduce -55.2% |
| BATRK Atlanta Braves Holdings in-C | 0.35% | 1,699,706 | $72.6M | Reduce 0.0% |
| XOM Exxon Mobil Corp. | 0.35% | 426,672 | $72.4M | Reduce -3.3% |
| PANW Palo Alto Networks Inc. | 0.35% | 446,374 | $71.6M | Add +568.0% |
| PLTR Palantir Technologies Inc. Class A | 0.34% | 486,145 | $71.1M | Reduce -1.3% |
| TKO Tko Group Holdings Inc. | 0.34% | 350,032 | $70.6M | Reduce -12.6% |
| JCI Johnson Controls Internation | 0.34% | 536,105 | $70.2M | Reduce -5.7% |
| KLAC KLA Corp. | 0.33% | 46,029 | $67.8M | Reduce -17.2% |
| ILF iShares Latin America 40 ETF | 0.32% | 1,832,295 | $65.1M | Reduce -14.1% |
| FWONK Liberty Media Corp. Class C | 0.31% | 759,977 | $64.6M | Reduce -11.9% |
| CRM Salesforce Inc. | 0.31% | 342,543 | $63.9M | Add +3.1% |
| ELS Equity Lifestyle Properties | 0.31% | 1,019,804 | $63.7M | Add +26.8% |
| NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD | 0.30% | 4,366,670 | $62.7M | Add +199.6% |
| ROST Ross Stores Inc. | 0.30% | 283,946 | $61.5M | Reduce -1.5% |
| RTX RTX Corp. | 0.29% | 315,590 | $60.9M | Add +3270.6% |
| HESM Hess Midstream LP Class A | 0.29% | 1,551,776 | $60.3M | Reduce -1.3% |
| HST Host Hotels & Resorts Inc. | 0.29% | 3,109,169 | $59.6M | Reduce -0.7% |
| SBAC SBA Communications Corp. | 0.29% | 343,782 | $59.2M | Add +3.4% |
| CP Canadian Pacific Kansas City | 0.28% | 735,691 | $57.9M | Reduce -1.2% |
| USFD US Foods Holding Corp. | 0.28% | 626,553 | $57.8M | Reduce -44.8% |
| ISRG Intuitive Surgical Inc. | 0.28% | 125,116 | $57.7M | Reduce -33.1% |
| GE General Electric filed as GE AEROSPACE | 0.27% | 198,297 | $56.3M | Reduce -9.3% |
| AS Amer Sports Inc. | 0.27% | 1,704,951 | $56.1M | New |
| DXCM Dexcom Inc. | 0.27% | 872,578 | $54.8M | Reduce -1.5% |
| SRE Sempra | 0.26% | 548,851 | $53.3M | Add +1.7% |
| MDB Mongodb Inc. | 0.25% | 213,604 | $52.3M | Add +81.2% |
| VRT Vertiv Holdings Co. Class A | 0.25% | 204,031 | $51.1M | Add +2.0% |
| QXO Qxo Inc. | 0.24% | 2,598,840 | $50.5M | Add +4.1% |
| HWM Howmet Aerospace Inc. | 0.24% | 216,816 | $50.0M | Add +881.9% |
| CIEN Ciena Corp. | 0.24% | 128,643 | $49.9M | Reduce -25.3% |
| MCK McKesson Corp. | 0.24% | 56,345 | $48.8M | Add +445.2% |
| NET Cloudflare Inc. Class A | 0.23% | 231,386 | $47.7M | Add +122.8% |
| SLB SLB Ltd. filed as SLB LIMITED | 0.22% | 898,174 | $46.2M | Add +13765.0% |
| SYK Stryker Corp. | 0.22% | 139,310 | $45.8M | Add +6.1% |
Other holdings (1): bonds, preferreds, convertibles and warrants · $7.0M (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| IAUX.WS I-80 Gold Corp. -26 | *W EXP 11/16/202 | 7,000,000 | $7.0M | No change |
Total filed on the 13F, all lines: $20.6B.
Portfolio Sells Q4 2025 → Q1 2026
| MSFT Microsoft Corp. | Reduce -19.1% | 3.87% | −1.79 |
| UNH Unitedhealth Group Inc. | Reduce -62.9% | 0.37% | −0.73 |
| BKNG Booking Holdings Inc. | Reduce -55.2% | 0.36% | −0.56 |
| CEG Constellation Energy | Reduce -82.7% | 0.07% | −0.41 |
| META Meta Platforms Inc. Class A | Reduce -10.0% | 2.45% | −0.39 |
| FXI iShares China Large-Cap ETF | Reduce -95.1% | 0.02% | −0.38 |
| TMO Thermo Fisher Scientific Inc. | Reduce -21.8% | 1.02% | −0.37 |
| GOOG Alphabet Inc. Class C | Reduce -10.5% | 3.27% | −0.35 |
| BBU Brookfield Business PT-Unit | Sold out | 0.00% | −0.34 |
| V Visa Inc. Class A | Reduce -26.3% | 0.78% | −0.33 |
| BSX Boston Scientific Corp. | Reduce -42.4% | 0.21% | −0.30 |
| VICI Vici Properties Inc. | Reduce -64.1% | 0.18% | −0.29 |
| PG The Procter & Gamble Co. | Reduce -62.5% | 0.20% | −0.28 |
| MCO Moody's Corp. | Reduce -71.6% | 0.10% | −0.27 |
| SHOP Shopify Inc. Class A | Reduce -65.6% | 0.10% | −0.26 |
| CRH CRH PLC | Reduce -65.5% | 0.12% | −0.26 |
| HDB HDFC Bank Ltd.-ADR | Sold out | 0.00% | −0.24 |
| GS Goldman Sachs Group Inc. | Reduce -40.1% | 0.41% | −0.23 |
| KGC Kinross Gold Corp. | Reduce -41.9% | 0.53% | −0.23 |
| HEI Heico Corp. | Reduce -95.4% | 0.01% | −0.22 |
| BLK BlackRock Inc. | Reduce -63.6% | 0.12% | −0.22 |
| SN Sharkninja Inc. | Reduce -95.5% | 0.01% | −0.22 |
| LLY Eli Lilly & Co. | Reduce -5.7% | 1.66% | −0.20 |
| ACN Accenture PLC Class A | Reduce -98.4% | 0.00% | −0.20 |
| BN Brookfield Corp. | Reduce -20.7% | 0.67% | −0.20 |
| GOOGL Alphabet Inc. Class A | Reduce -12.7% | 1.53% | −0.20 |
| IWM iShares Russell 2000 ETF | Sold out | 0.00% | −0.19 |
| ISRG Intuitive Surgical Inc. | Reduce -33.1% | 0.28% | −0.19 |
| KKR KKR & Co. Inc. | Reduce -3.4% | 0.63% | −0.18 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -31.7% | 0.42% | −0.16 |
| URTH iShares MSCI World ETF | Reduce -53.1% | 0.16% | −0.16 |
| JEF Jefferies Financial Group Inc. | Reduce -86.2% | 0.02% | −0.15 |
| AMZN Amazon.com Inc. | Reduce -2.8% | 4.60% | −0.15 |
| DDOG Datadog Inc. Class A | Sold out | 0.00% | −0.14 |
| CLS Celestica Inc. | Reduce -56.3% | 0.10% | −0.11 |
| NKE Nike Inc. Class B | Reduce -31.3% | 0.19% | −0.11 |
| CSGP Costar Group Inc. | Sold out | 0.00% | −0.10 |
| USFD US Foods Holding Corp. | Reduce -44.8% | 0.28% | −0.10 |
| AZN Astrazeneca PLC-Spons ADR | Sold out | 0.00% | −0.09 |
| ABBV Abbvie Inc. | Reduce -42.0% | 0.13% | −0.08 |
| JPM JPMorgan Chase & Co. | Reduce -7.9% | 1.06% | −0.08 |
| BKLN Invesco Senior Loan ETF | Reduce -93.7% | 0.01% | −0.08 |
| MTBA Simplify MBS ETF | Sold out | 0.00% | −0.08 |
| CRDO Credo Technology Group Holdi | Reduce -45.8% | 0.05% | −0.08 |
| VRTX Vertex Pharmaceuticals Inc. | Reduce -71.9% | 0.03% | −0.07 |
| VTR Ventas Inc. | Reduce -21.4% | 0.72% | −0.06 |
| TLT iShares 20+ Year Treasury BD | Reduce -94.0% | 0.00% | −0.06 |
| AXON Axon Enterprise Inc. | Reduce -7.4% | 0.20% | −0.06 |
| QQQ Invesco QQQ Trust Series 1 | Sold out | 0.00% | −0.06 |
| SPOT Spotify Technology SA | Reduce -42.4% | 0.07% | −0.06 |
Portfolio Buys Q4 2025 → Q1 2026
| BWX SS SPDR BB Intl Treasury BD | New | 0.69% | +0.69 |
| COST Costco Wholesale Corp. | Add +408.0% | 0.48% | +0.41 |
| NEE Nextera Energy Inc. | Add +81.1% | 0.66% | +0.38 |
| TRGP Targa Resources Corp. | Add +7.0% | 0.97% | +0.36 |
| GLD SPDR Gold Shares | Add +96.7% | 0.59% | +0.34 |
| EMB iShares JP Morgan Usd Emergi | Add +111.9% | 0.58% | +0.33 |
| PANW Palo Alto Networks Inc. | Add +568.0% | 0.35% | +0.29 |
| GEV GE Vernova Inc. | Add +0.2% | 0.89% | +0.29 |
| RTX RTX Corp. | Add +3270.6% | 0.29% | +0.29 |
| AS Amer Sports Inc. | New | 0.27% | +0.27 |
| IEFA iShares Core MSCI Eafe ETF | Add +189.7% | 0.39% | +0.27 |
| MRK Merck & Co. Inc. | Add +24.5% | 0.72% | +0.26 |
| SLB SLB Ltd. | Add +13765.0% | 0.22% | +0.22 |
| HWM Howmet Aerospace Inc. | Add +881.9% | 0.24% | +0.22 |
| JNJ Johnson & Johnson | Add +83.5% | 0.38% | +0.22 |
| COP Conocophillips | Add +36.0% | 0.41% | +0.22 |
| EQIX Equinix Inc. | Add +3.4% | 0.68% | +0.22 |
| NVDA Nvidia Corp. | Add +0.2% | 6.30% | +0.21 |
| AVGO Broadcom Inc. | Add +9.7% | 2.64% | +0.20 |
| MCK McKesson Corp. | Add +445.2% | 0.24% | +0.20 |
| NU Nu Holdings Ltd./Cayman Isl-A | Add +199.6% | 0.30% | +0.20 |
| STRL Sterling Infrastructure Inc. | New | 0.20% | +0.20 |
| TIP iShares Tips Bond ETF | Add +28.7% | 0.62% | +0.19 |
| LITE Lumentum Holdings Inc. | New | 0.17% | +0.17 |
| BA The Boeing Co. | Add +5624.7% | 0.16% | +0.16 |
| CF CF Industries Holdings Inc. | Add +2924.4% | 0.16% | +0.15 |
| MRVL Marvell Technology Inc. | Add +1152.4% | 0.16% | +0.15 |
| NET Cloudflare Inc. Class A | Add +122.8% | 0.23% | +0.14 |
| AU Anglogold Ashanti PLC | Add +234.8% | 0.18% | +0.14 |
| BRX Brixmor Property Group Inc. | Add +11.7% | 0.52% | +0.14 |
| BWXT BWX Technologies Inc. | New | 0.13% | +0.13 |
| ADI Analog Devices Inc. | Add +272.3% | 0.16% | +0.12 |
| ETN Eaton Corp. PLC | Add +16.8% | 0.39% | +0.12 |
| RSP Invesco S&P 500 Equal Weight | Add +6.8% | 0.70% | +0.11 |
| VRT Vertiv Holdings Co. Class A | Add +2.0% | 0.25% | +0.11 |
| VIST Vista Energy Sab DE CV | Add +57.3% | 0.17% | +0.10 |
| GILD Gilead Sciences Inc. | Add +119.8% | 0.15% | +0.10 |
| RBRK Rubrik Inc. Class A | New | 0.10% | +0.10 |
| ELS Equity Lifestyle Properties | Add +26.8% | 0.31% | +0.09 |
| AMD Advanced Micro Devices | Add +6.6% | 0.87% | +0.09 |
| TXN Texas Instruments Inc. | Add +3.7% | 0.38% | +0.08 |
| MOD Modine Manufacturing Co. | New | 0.08% | +0.08 |
| SIL Global X Silver Miners ETF | New | 0.07% | +0.07 |
| ATAT Atour Lifestyle Holdings-ADR | New | 0.07% | +0.07 |
| ASML ASML Holding NV-NY Reg SHS | Add +19.7% | 0.16% | +0.06 |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | Add +31.8% | 0.20% | +0.06 |
| JAVA JPMorgan Active Value ETF | Add +27.9% | 0.19% | +0.06 |
| AMH American Homes 4 Rent- A | Add +20.1% | 0.40% | +0.05 |
| SRE Sempra | Add +1.7% | 0.26% | +0.05 |
| HL Hecla Mining Co. | New | 0.05% | +0.05 |
Options Activity Q4 2025 → Q1 2026
| STATE STR SPDR S&P 500 ETF T | put | Sold out | 31,530 | $8.9Mbefore exit |
| MICRON TECHNOLOGY INC | call | Sold out | 1,903 | $1.3Mbefore exit |
| SELECT SECTOR SPDR TR | put | Sold out | 25,900 | $955Kbefore exit |
| DEXCOM INC | call | Sold out | 14,022 | $888Kbefore exit |
| NVIDIA CORPORATION | call | Sold out | 3,981 | $702Kbefore exit |
| INVESCO QQQ TR | put | Sold out | 500 | $343Kbefore exit |
| ISHARES TR | put | Sold out | 44,560 | $152Kbefore exit |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
Notes & Other Activity Q4 2025 → Q1 2026
| DC.WS Dakota Gold Corp.-26 | *W EXP 03/15/202 | Sold out | 721,511 | $2.6Mbefore exit |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages 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 |