Varma Mutual Pension Insurance Co Q2 2023 Filing

Filed August 11, 2023

Portfolio Value

$8.4B

Holdings

214

Report Date

Q2 2023

Filing Type

13F-HR

All Holdings (214 positions)

StockValue
NKENIKE INC
$12.2M
ETNEATON CORP PLC
$12.1M
PCARPACCAR INC
$11.2M
AMEAMETEK INC
$11.2M
URIUNITED RENTALS INC
$11.1M
NEENEXTERA ENERGY INC
$11.1M
AWMSKYWORKS SOLUTIONS INC
$11.1M
ORCLORACLE CORP
$11.0M
FDXFEDEX CORP
$10.9M
NATIONAL INSTRS CORP
$10.8M
REGNREGENERON PHARMACEUTICALS
$10.8M
MCKMCKESSON CORP
$10.7M
DARDARLING INGREDIENTS INC
$10.5M
VRSKVERISK ANALYTICS INC
$10.2M
LVLNSPDR SER TR
$9.9M
ADBEADOBE SYSTEMS INCORPORATED
$9.8M
PHPARKER-HANNIFIN CORP
$9.7M
ACNACCENTURE PLC IRELAND
$9.3M
RPDRAPID7 INC
$9.3M
DC4DEXCOM INC
$9.0M
APDAIR PRODS & CHEMS INC
$9.0M
AMATAPPLIED MATLS INC
$9.0M
BMRNBIOMARIN PHARMACEUTICAL INC
$8.7M
EFXEQUIFAX INC
$8.5M
INTUINTUIT
$8.3M
GEGENERAL ELECTRIC CO
$8.2M
TJXTJX COS INC NEW
$8.1M
FICOFAIR ISAAC CORP
$8.0M
TELTE CONNECTIVITY LTD
$7.9M
NOWSERVICENOW INC
$7.9M
VEEVVEEVA SYS INC
$7.8M
DOVDOVER CORP
$7.8M
UNPUNION PAC CORP
$7.6M
XYLXYLEM INC
$7.6M
IEXIDEX CORP
$7.2M
CNXCCONCENTRIX CORP
$7.0M
ZTSZOETIS INC
$6.9M
IQVIQVIA HLDGS INC
$6.7M
CCEPCOCA-COLA EUROPACIFIC PARTNE
$6.7M
EWEDWARDS LIFESCIENCES CORP
$6.6M
SHLSSHOALS TECHNOLOGIES GROUP IN
$6.4M
CROXCROCS INC
$6.2M
ULTAULTA BEAUTY INC
$6.1M
LUVSOUTHWEST AIRLS CO
$6.0M
TENBTENABLE HLDGS INC
$6.0M
ROKROCKWELL AUTOMATION INC
$5.9M
ARGXARGENX SE
$5.8M
COOCOOPER COS INC
$5.8M
ORLYOREILLY AUTOMOTIVE INC
$5.7M
ADIANALOG DEVICES INC
$5.6M
LRCXEURLAM RESEARCH CORP
$5.4M
NSCNORFOLK SOUTHN CORP
$5.3M
BDXBECTON DICKINSON & CO
$5.3M
JPMJPMORGAN CHASE & CO
$5.3M
AERAERCAP HOLDINGS NV
$5.0M
LULULULULEMON ATHLETICA INC
$4.9M
IRINGERSOLL RAND INC
$4.9M
ITRIITRON INC
$4.7M
PGPROCTER AND GAMBLE CO
$4.7M
PEPPEPSICO INC
$4.6M
APTVAPTIV PLC
$4.6M
ARRYARRAY TECHNOLOGIES INC
$4.5M
ROSTROSS STORES INC
$4.5M
HUMHUMANA INC
$4.5M
ELVELEVANCE HEALTH INC
$4.4M
AMGNAMGEN INC
$4.4M
TSCOTRACTOR SUPPLY CO
$4.4M
GISGENERAL MLS INC
$4.2M
RYROYAL BK CDA
$4.2M
ENPHENPHASE ENERGY INC
$4.2M
KMBKIMBERLY-CLARK CORP
$4.1M
MCDMCDONALDS CORP
$4.1M
KOCOCA COLA CO
$4.1M
MNSTMONSTER BEVERAGE CORP NEW
$4.0M
MAAMID-AMER APT CMNTYS INC
$4.0M
ELLAUDER ESTEE COS INC
$3.9M
MUMICRON TECHNOLOGY INC
$3.9M
SPGIS&P GLOBAL INC
$3.9M
COSTCOSTCO WHSL CORP NEW
$3.8M
FSLRFIRST SOLAR INC
$3.8M
MARMARRIOTT INTL INC NEW
$3.8M
CDNSCADENCE DESIGN SYSTEM INC
$3.8M
HSYHERSHEY CO
$3.7M
STZCONSTELLATION BRANDS INC
$3.7M
CMCSACOMCAST CORP NEW
$3.7M
BF/BBROWN FORMAN CORP
$3.7M
BMYBRISTOL-MYERS SQUIBB CO
$3.7M
GSGOLDMAN SACHS GROUP INC
$3.6M
BRBROADRIDGE FINL SOLUTIONS IN
$3.6M
FERGFERGUSON PLC NEW
$3.6M
TDTORONTO DOMINION BK ONT
$3.6M
EBAEBAY INC.
$3.6M
AQN.TOALGONQUIN PWR UTILS CORP
$3.6M
CPTCAMDEN PPTY TR
$3.5M
PRUPRUDENTIAL FINL INC
$3.5M
BLKCHFBLACKROCK INC
$3.4M
BKRBAKER HUGHES COMPANY
$3.3M
AXPAMERICAN EXPRESS CO
$3.3M
DWDMORGAN STANLEY
$3.2M
BACBANK AMERICA CORP
$3.2M
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