Varma Mutual Pension Insurance Co Q1 2023 Filing

Filed May 11, 2023

Portfolio Value

$8.2B

Holdings

215

Report Date

Q1 2023

Filing Type

13F-HR

All Holdings (215 positions)

StockValue
NATIONAL INSTRS CORP
$14.1M
CNXCCONCENTRIX CORP
$13.6M
BMRNBIOMARIN PHARMACEUTICAL INC
$13.6M
RPDRAPID7 INC
$13.0M
DC4DEXCOM INC
$12.8M
MCKMCKESSON CORP
$12.5M
REGNREGENERON PHARMACEUTICALS
$12.3M
PCARPACCAR INC
$12.3M
DGDOLLAR GEN CORP NEW
$12.2M
AMEAMETEK INC
$12.1M
NEENEXTERA ENERGY INC
$11.6M
SYKSTRYKER CORPORATION
$11.4M
LVLNSPDR SER TR
$10.6M
TELTE CONNECTIVITY LTD
$10.5M
VRSKVERISK ANALYTICS INC
$10.5M
EFXEQUIFAX INC
$10.1M
ABTABBOTT LABS
$10.1M
BSXBOSTON SCIENTIFIC CORP
$10.0M
FICOFAIR ISAAC CORP
$9.9M
TENBTENABLE HLDGS INC
$9.3M
MDLZMONDELEZ INTL INC
$9.1M
INTUINTUIT
$8.6M
ACNACCENTURE PLC IRELAND
$8.6M
ORCLORACLE CORP
$8.5M
SBUXSTARBUCKS CORP
$8.3M
ADBEADOBE SYSTEMS INCORPORATED
$7.7M
AMATAPPLIED MATLS INC
$7.6M
IEXIDEX CORP
$7.5M
ARGXARGENX SE
$7.5M
IRINGERSOLL RAND INC
$7.4M
ADIANALOG DEVICES INC
$7.3M
AMGNAMGEN INC
$7.3M
DOVDOVER CORP
$7.2M
CMICUMMINS INC
$7.2M
WABWABTEC
$7.1M
SNASNAP ON INC
$7.1M
HUBBHUBBELL INC
$7.0M
NSCNORFOLK SOUTHN CORP
$7.0M
AG8AGILENT TECHNOLOGIES INC
$6.9M
FERGFERGUSON PLC NEW
$6.8M
QUANTA SVCS INC
$6.7M
GILDGILEAD SCIENCES INC
$6.6M
TGTTARGET CORP
$6.6M
NOWSERVICENOW INC
$6.5M
AOSSMITH A O CORP
$6.2M
TRUTRANSUNION
$6.2M
CCEPCOCA-COLA EUROPACIFIC PARTNE
$6.2M
GNRCGENERAC HLDGS INC
$5.9M
JAZZJAZZ PHARMACEUTICALS PLC
$5.9M
FASTFASTENAL CO
$5.4M
CLCOLGATE PALMOLIVE CO
$5.3M
ENPHENPHASE ENERGY INC
$5.3M
ORLYOREILLY AUTOMOTIVE INC
$5.1M
ELLAUDER ESTEE COS INC
$4.9M
LINLINDE PLC
$4.9M
AERAERCAP HOLDINGS NV
$4.8M
BUWABIO RAD LABS INC
$4.8M
MCDMCDONALDS CORP
$4.8M
LULULULULEMON ATHLETICA INC
$4.7M
JPMJPMORGAN CHASE & CO
$4.7M
TSCOTRACTOR SUPPLY CO
$4.7M
GISGENERAL MLS INC
$4.7M
GMGENERAL MTRS CO
$4.6M
DWDMORGAN STANLEY
$4.5M
GSGOLDMAN SACHS GROUP INC
$4.5M
LRCXEURLAM RESEARCH CORP
$4.5M
FFORD MTR CO DEL
$4.4M
ULTAULTA BEAUTY INC
$4.4M
AZOAUTOZONE INC
$4.3M
MARMARRIOTT INTL INC NEW
$4.3M
ROSTROSS STORES INC
$4.2M
RYROYAL BK CDA SUSTAINABL
$4.2M
EWEDWARDS LIFESCIENCES CORP
$4.1M
PLUNPLUG POWER INC
$4.1M
COSTCOSTCO WHSL CORP
$4.1M
AXPAMERICAN EXPRESS CO
$4.1M
CMCSACOMCAST CORP NEW
$4.1M
SPGIS&P GLOBAL INC
$4.0M
KMBKIMBERLY-CLARK CORP
$4.0M
MAAMID-AMER APT CMNTYS INC
$4.0M
ADMARCHER DANIELS MIDLAND CO
$4.0M
BMYBRISTOL-MYERS SQUIBB CO
$4.0M
DISDISNEY WALT CO
$3.9M
BLKCHFBLACKROCK INC
$3.9M
MRNAMODERNA INC
$3.8M
BKRBAKER HUGHES COMPANY
$3.8M
HSYHERSHEY CO
$3.8M
MNSTMONSTER BEVERAGE CORP NEW
$3.8M
COOCOOPER COS INC
$3.7M
ARRYARRAY TECHNOLOGIES INC
$3.7M
CMCANADIAN IMPERIAL BK COMM TO
$3.7M
NTRNUTRIEN LTD
$3.7M
PAYXPAYCHEX INC
$3.6M
APTVAPTIV PLC
$3.6M
DLTRDOLLAR TREE INC
$3.6M
BF/BBROWN FORMAN CORP
$3.5M
TDTORONTO DOMINION BK ONT
$3.5M
PFEPFIZER INC
$3.4M
DHID R HORTON INC
$3.4M
SHLSSHOALS TECHNOLOGIES GROUP IN
$3.4M
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