CAISSE DE DEPOT ET PLACEMENT DU QUEBEC Q1 2024 Filing

Filed May 14, 2024

Portfolio Value

$41.6B

Holdings

481

Report Date

Q1 2024

Filing Type

13F-HR

All Holdings (481 positions)

#StockSharesValue% PortfolioType
1
GIB/ACGI Inc
18,948,365$2.1B5.04%
2
MSFTMicrosoft Corp
4,341,167$1.8B4.39%
3
NVDANVIDIA Corp
1,851,040$1.7B4.02%
4
CNRCompagnie des chemins de fer nationaux du Canada
12,496,600$1.6B3.96%
5
AAPLApple Inc
7,674,240$1.3B3.17%
6
METAMeta Platforms Inc
1,923,182$933.9M2.25%
7
GOOGLAlphabet Inc
5,472,089$825.9M1.99%
8
MAMastercard Inc
1,683,144$810.6M1.95%
9
AMZNAmazon.com Inc
3,758,662$678.0M1.63%
10
CSCOCisco Systems Inc
12,555,257$626.6M1.51%
11
BCEBCE Inc
17,407,788$592.1M1.42%
12
LLYEli Lilly & Co
707,368$550.3M1.32%
13
BMOBanque de Montreal
5,558,955$543.3M1.31%
14
CAECAE Inc
24,604,237$508.5M1.22%
15
MRKMerck & Co Inc
3,793,638$500.6M1.20%
16
JNJJohnson & Johnson
2,977,313$471.0M1.13%
17
AVGOBroadcom Inc
306,607$406.4M0.98%
18
VNQVanguard Real Estate ETF
4,620,200$399.6M0.96%
19
VRTXVertex Pharmaceuticals Inc
855,109$357.4M0.86%
20
GOOGAlphabet Inc
2,337,492$355.9M0.86%
21
BACVerizon Communications Inc
8,392,214$352.1M0.85%
22
XLFIConsumer Staples Select Sector SPDR Fund
4,599,800$351.2M0.85%
23
INTCIntel Corp
7,874,877$347.8M0.84%
24
LSPDLightspeed Commerce Inc
24,286,219$341.9M0.82%
25
TFIITransForce Inc
2,061,000$329.0M0.79%
26
BRK/BBerkshire Hathaway Inc
771,089$324.3M0.78%
27
PFEPfizer Inc
11,433,418$317.3M0.76%
28
ELVElevance Health Inc
608,894$315.7M0.76%
29
MCKMcKesson Corp
567,651$304.7M0.73%
30
MRSHMarsh & McLennan Cos Inc
1,391,480$286.6M0.69%
31
XLUUtilities Select Sector SPDR Fund
4,350,800$285.6M0.69%
32
UNHUnitedHealth Group Inc
568,082$281.0M0.68%
33
VVisa Inc
1,005,887$280.7M0.68%
34
COSTCostco Wholesale Corp
359,036$263.0M0.63%
35
TAT&T Inc
14,841,727$261.2M0.63%
36
CLColgate-Palmolive Co
2,789,186$251.2M0.60%
37
ADBEAdobe Inc
488,089$246.3M0.59%
38
CRMsalesforce.com Inc
806,526$242.9M0.58%
39
MDTMedtronic PLC
2,634,970$229.6M0.55%
40
XLFFinancial Select Sector SPDR Fund
5,395,600$227.3M0.55%
41
JPMJPMorgan Chase & Co
1,101,010$220.5M0.53%
42
REGNRegeneron Pharmaceuticals Inc
228,001$219.4M0.53%
43
AMATApplied Materials Inc
1,060,774$218.8M0.53%
44
LENLennar Corp
1,256,615$216.1M0.52%
45
ICEIntercontinental Exchange Inc
1,540,625$211.7M0.51%
46
IBMInternational Business Machines Corp
1,092,078$208.5M0.50%
47
PEPPepsiCo Inc
1,182,946$207.0M0.50%
48
WMWaste Management Inc
953,103$203.2M0.49%
49
WMTWalmart Inc
3,352,608$201.7M0.49%
50
MDLZMondelez International Inc
2,865,810$200.6M0.48%
51
RYBanque Royale du Canada
1,977,324$199.6M0.48%
52
BAHBooz Allen Hamilton Holding Corp
1,265,451$187.8M0.45%
53
TRVCCitigroup Inc
2,942,708$186.1M0.45%
54
AZOAutoZone Inc
59,031$186.0M0.45%
55
CMCSAComcast Corp
4,188,375$181.6M0.44%
56
DHIDR Horton Inc
1,063,617$175.0M0.42%
57
NFLXNetflix Inc
286,995$174.3M0.42%
58
DDominion Energy Inc
3,445,123$169.5M0.41%
59
YUMYum! Brands Inc
1,213,002$168.2M0.40%
60
AEEAmeren Corp
2,266,267$167.6M0.40%
61
RSGRepublic Services Inc
866,273$165.8M0.40%
62
ROPRoper Technologies Inc
291,000$163.2M0.39%
63
PHMPulteGroup Inc
1,340,633$161.7M0.39%
64
DUKDuke Energy Corp
1,595,694$154.3M0.37%
65
ACNAccenture PLC
444,269$154.0M0.37%
66
BKNGBooking Holdings Inc
42,365$153.7M0.37%
67
VTVVanguard Value ETF
914,000$148.9M0.36%
68
UBERUber Technologies Inc
1,882,377$144.9M0.35%
69
PGProcter & Gamble Company, The
889,233$144.3M0.35%
70
CNCCentene Corp
1,822,577$143.0M0.34%
71
DELLDell Technologies Inc
1,243,259$141.9M0.34%
72
CICigna Group/The
385,019$139.8M0.34%
73
ABGCencora Inc
575,196$139.8M0.34%
74
NVRNVR Inc
17,196$139.3M0.34%
75
ORCLOracle Corp
1,096,218$137.7M0.33%
76
BLDRBuilders FirstSource Inc
650,535$135.7M0.33%
77
SPGIS&P Global Inc
312,565$133.0M0.32%
78
NUENucor Corp
671,689$132.9M0.32%
79
WRBW R Berkley Corp
1,458,958$129.0M0.31%
80
BNBrookfield Corp
3,072,347$128.7M0.31%
81
LULULululemon Athletica Inc
323,218$126.3M0.30%
82
GILDGilead Sciences Inc
1,702,739$124.7M0.30%
83
LNGCheniere Energy Inc
766,136$123.6M0.30%
84
ULTAUlta Beauty Inc
236,228$123.5M0.30%
85
PGRProgressive Corp/The
593,840$122.8M0.30%
86
JJacobs Solutions Inc
796,391$122.4M0.29%
87
STLDSteel Dynamics Inc
825,597$122.4M0.29%
88
MLB1MercadoLibre Inc
80,805$122.2M0.29%
89
BMYBristol-Myers Squibb Co
2,248,861$122.0M0.29%
90
GEGeneral Electric Co
672,730$118.1M0.28%
91
FERGFerguson PLC
537,091$117.3M0.28%
92
ESEversource Energy
1,959,020$117.1M0.28%
93
NKENIKE Inc
1,241,041$116.6M0.28%
94
GSGoldman Sachs Group, Inc., The
275,836$115.2M0.28%
95
CBChubb Ltd
435,273$112.8M0.27%
96
TSLATesla Inc
625,772$110.0M0.26%
97
GDXVanEck Gold Miners ETF/USA
3,452,320$109.2M0.26%
98
BSXBoston Scientific Corp
1,579,488$108.2M0.26%
99
GWWWW Grainger Inc
106,066$107.9M0.26%
100
ENBEnbridge Inc
2,970,050$107.4M0.26%
Page 1 of 5Next