Varma Mutual Pension Insurance Co Q2 2024 Filing

Filed August 6, 2024

Portfolio Value

$12.4B

Holdings

344

Report Date

Q2 2024

Filing Type

13F-HR

All Holdings (344 positions)

#StockSharesValue% PortfolioType
101
PANWPALO ALTO NETWORKS INC
60,738$20.6M0.17%
102
FANGDIAMONDBACK ENERGY INC
102,399$20.5M0.16%
103
ICEINTERCONTINENTAL EXCHANGE IN
148,101$20.3M0.16%
104
SNPSSYNOPSYS INC
33,365$19.9M0.16%
105
FCXFREEPORT-MCMORAN INC
406,367$19.7M0.16%
106
MCKMCKESSON CORP
33,753$19.7M0.16%
107
SLBSCHLUMBERGER LTD
412,452$19.5M0.16%
108
CMGCHIPOTLE MEXICAN GRILL INC
310,100$19.4M0.16%
109
HLTHILTON WORLDWIDE HLDGS INC
87,036$19.0M0.15%
110
T7DTRANSDIGM GROUP INC
14,827$18.9M0.15%
111
MDLZMONDELEZ INTL INC
287,112$18.8M0.15%
112
PHPARKER-HANNIFIN CORP
37,037$18.7M0.15%
113
APHAMPHENOL CORP NEW
275,239$18.5M0.15%
114
HESHESS CORP
125,038$18.4M0.15%
115
CRWDCROWDSTRIKE HLDGS INC
48,015$18.4M0.15%
116
ADPAUTOMATIC DATA PROCESSING IN
76,981$18.4M0.15%
117
WMWASTE MGMT INC DEL
85,359$18.2M0.15%
118
MFCMANULIFE FINL CORP
681,439$18.1M0.15%
119
PSXPHILLIPS 66
127,600$18.0M0.14%
120
BMYBRISTOL-MYERS SQUIBB CO
433,526$18.0M0.14%
121
MPCMARATHON PETE CORP
103,656$18.0M0.14%
122
AMTAMERICAN TOWER CORP NEW
92,406$18.0M0.14%
123
SBUXSTARBUCKS CORP
230,410$17.9M0.14%
124
KKRKKR & CO INC
169,627$17.9M0.14%
125
WMBWILLIAMS COS INC
419,800$17.8M0.14%
126
CLCOLGATE PALMOLIVE CO
182,133$17.7M0.14%
127
BNBROOKFIELD CORP
424,313$17.6M0.14%
128
ANETEURARISTA NETWORKS INC
50,300$17.6M0.14%
129
PNCPNC FINL SVCS GROUP INC
113,234$17.6M0.14%
130
GILDGILEAD SCIENCES INC
254,615$17.5M0.14%
131
OKEONEOK INC NEW
213,762$17.4M0.14%
132
CDNSCADENCE DESIGN SYSTEM INC
56,249$17.3M0.14%
133
TTTRANE TECHNOLOGIES PLC
52,511$17.3M0.14%
134
CMECME GROUP INC
86,896$17.1M0.14%
135
DVNDEVON ENERGY CORP NEW
358,070$17.0M0.14%
136
PRUPRUDENTIAL FINL INC
143,839$16.9M0.14%
137
NKENIKE INC
223,108$16.8M0.14%
138
MRO*MARATHON OIL CORP
579,512$16.6M0.13%
139
CITCINTAS CORP
23,589$16.5M0.13%
140
AONAON PLC
55,900$16.4M0.13%
141
EMREMERSON ELEC CO
148,372$16.3M0.13%
142
UPSUNITED PARCEL SERVICE INC
119,428$16.3M0.13%
143
SHOPSHOPIFY INC
246,858$16.3M0.13%
144
ZTSZOETIS INC
93,658$16.2M0.13%
145
EWEDWARDS LIFESCIENCES CORP
175,358$16.2M0.13%
146
EQIXEQUINIX INC
20,953$15.9M0.13%
147
ADSKAUTODESK INC
63,895$15.8M0.13%
148
KMIKINDER MORGAN INC DEL
795,403$15.8M0.13%
149
AIGAMERICAN INTL GROUP INC
212,130$15.7M0.13%
150
USBUS BANCORP DEL
394,820$15.7M0.13%
151
ECLECOLAB INC
65,840$15.7M0.13%
152
PCARPACCAR INC
151,383$15.6M0.13%
153
BDXBECTON DICKINSON & CO
66,121$15.5M0.12%
154
BKRBAKER HUGHES COMPANY
439,029$15.4M0.12%
155
BKBANK NEW YORK MELLON CORP
257,290$15.4M0.12%
156
COFCAPITAL ONE FINL CORP
111,136$15.4M0.12%
157
PYPLPAYPAL HLDGS INC
263,629$15.3M0.12%
158
MLB1MERCADOLIBRE INC
9,215$15.1M0.12%
159
TFCTRUIST FINL CORP
387,080$15.0M0.12%
160
APOAPOLLO GLOBAL MGMT INC
127,301$15.0M0.12%
161
NXPINXP SEMICONDUCTORS N V
55,728$15.0M0.12%
162
AJGGALLAGHER ARTHUR J & CO
57,550$14.9M0.12%
163
HALHALLIBURTON CO
441,303$14.9M0.12%
164
SPGSIMON PPTY GROUP INC NEW
95,449$14.5M0.12%
165
DOVDOVER CORP
79,406$14.3M0.12%
166
A4SAMERIPRISE FINL INC
32,762$14.0M0.11%
167
CORCENCORA INC
61,225$13.8M0.11%
168
WELLWELLTOWER INC
132,176$13.8M0.11%
169
CMICUMMINS INC
49,750$13.8M0.11%
170
TRVTRAVELERS COMPANIES INC
67,647$13.8M0.11%
171
TGTTARGET CORP
92,642$13.7M0.11%
172
EWHISHARES INC
895,776$13.7M0.11%
173
ROPROPER TECHNOLOGIES INC
24,234$13.7M0.11%
174
CVSCVS HEALTH CORP
230,473$13.6M0.11%
175
KMBKIMBERLY-CLARK CORP
98,303$13.6M0.11%
176
ORLYOREILLY AUTOMOTIVE INC
12,766$13.5M0.11%
177
IQVIQVIA HLDGS INC
63,750$13.5M0.11%
178
OREALTY INCOME CORP
253,918$13.4M0.11%
179
AFLAFLAC INC
149,391$13.3M0.11%
180
MARMARRIOTT INTL INC NEW
54,756$13.2M0.11%
181
GMGENERAL MTRS CO
283,688$13.2M0.11%
182
QSRRESTAURANT BRANDS INTL INC
187,058$13.2M0.11%
183
DFSEURDISCOVER FINL SVCS
100,521$13.1M0.11%
184
ABNBAIRBNB INC COM
86,509$13.1M0.11%
185
HCAHCA HEALTHCARE INC
40,063$12.9M0.10%
186
AVBAVALONBAY CMNTYS INC
62,061$12.8M0.10%
187
MMM3M CO
125,645$12.8M0.10%
188
MSIMOTOROLA SOLUTIONS INC
33,001$12.7M0.10%
189
FISFIDELITY NATL INFORMATION SV
168,082$12.7M0.10%
190
MRVLMARVELL TECHNOLOGY INC
181,178$12.7M0.10%
191
NEMNEWMONT CORP
300,356$12.6M0.10%
192
METMETLIFE INC
177,956$12.5M0.10%
193
TELTE CONNECTIVITY LTD
82,345$12.4M0.10%
194
FFORD MTR CO DEL
987,760$12.4M0.10%
195
CPCANADIAN PACIFIC KANSAS CITY
156,609$12.3M0.10%
196
RSGREPUBLIC SVCS INC
63,378$12.3M0.10%
197
FDXFEDEX CORP
40,575$12.2M0.10%
198
NDAQNASDAQ INC
201,076$12.1M0.10%
199
IRINGERSOLL RAND INC
132,664$12.1M0.10%
200
YUMYUM BRANDS INC
90,890$12.0M0.10%
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