Varma Mutual Pension Insurance Co Q3 2023 Filing

Filed November 9, 2023

Portfolio Value

$8.3B

Holdings

207

Report Date

Q3 2023

Filing Type

13F-HR

All Holdings (207 positions)

StockValue
NATIONAL INSTRS CORP
$11.2M
MDTMEDTRONIC PLC
$11.0M
SNOWSNOWFLAKE INC
$10.7M
CSXCSX CORP
$10.6M
NKENIKE INC
$10.6M
FDXFEDEX CORP
$10.6M
ADBEADOBE SYSTEMS INCORPORATED
$10.2M
LVLNSPDR SER TR
$10.1M
INTUINTUIT
$9.9M
AWMSKYWORKS SOLUTIONS INC
$9.9M
ORCLORACLE CORP
$9.7M
SEDGSOLAREDGE TECHNOLOGIES INC
$9.7M
PCARPACCAR INC
$9.7M
RPDRAPID7 INC
$9.4M
MMM3M CO
$9.3M
IRINGERSOLL RAND INC
$8.9M
BMRNBIOMARIN PHARMACEUTICAL INC
$8.8M
DARDARLING INGREDIENTS INC
$8.6M
NEENEXTERA ENERGY INC
$8.6M
FICOFAIR ISAAC CORP
$8.6M
TXNTEXAS INSTRS INC
$8.6M
NSCNORFOLK SOUTHN CORP
$8.6M
TJXTJX COS INC
$8.5M
IQVIQVIA HLDGS INC
$7.9M
NOWSERVICENOW INC
$7.8M
ARGXARGENX SE
$7.4M
ULTAULTA BEAUTY INC
$7.2M
IEXIDEX CORP
$7.1M
CCEPCOCA-COLA EUROPACIFIC PARTNE
$7.0M
CNXCCONCENTRIX CORP
$7.0M
ZTSZOETIS INC
$7.0M
ODFLOLD DOMINION FREIGHT LINE IN
$7.0M
TELTE CONNECTIVITY LTD
$6.9M
DC4DEXCOM INC
$6.5M
ROKROCKWELL AUTOMATION INC
$6.5M
EWEDWARDS LIFESCIENCES CORP
$6.2M
TENBTENABLE HLDGS INC
$6.1M
SNAPSNAP INC
$6.0M
NXPINXP SEMICONDUCTORS N V
$6.0M
JPMJPMORGAN CHASE & CO
$5.8M
STZCONSTELLATION BRANDS INC
$5.7M
GEGENERAL ELECTRIC CO
$5.6M
ORLYOREILLY AUTOMOTIVE INC
$5.5M
VRSKVERISK ANALYTICS INC
$5.4M
AMGNAMGEN INC
$5.4M
LRCXEURLAM RESEARCH CORP
$5.3M
BDXBECTON DICKINSON & CO
$5.2M
VEEVVEEVA SYS INC
$5.1M
VVISA INC COM
$5.1M
LULULULULEMON ATHLETICA INC
$5.0M
HSYHERSHEY CO
$5.0M
AERAERCAP HOLDINGS NV
$5.0M
HUMHUMANA INC
$4.9M
COOCOOPER COS INC
$4.8M
KDPKEURIG DR PEPPER INC
$4.7M
MARMARRIOTT INTL INC NEW
$4.7M
COSTCOSTCO WHSL CORP NEW
$4.6M
MAMASTERCARD INCORPORATED
$4.6M
SHLSSHOALS TECHNOLOGIES GROUP IN
$4.6M
XYLXYLEM INC
$4.6M
ACNACCENTURE PLC IRELAND
$4.5M
ROSTROSS STORES INC
$4.5M
BRBROADRIDGE FINL SOLUTIONS IN
$4.5M
ARRYARRAY TECHNOLOGIES INC
$4.4M
BKRBAKER HUGHES COMPANY
$4.4M
FERGFERGUSON PLC NEW
$4.4M
PRUPRUDENTIAL FINL INC
$4.4M
ELVELEVANCE HEALTH INC
$4.4M
EFXEQUIFAX INC
$4.2M
GSGOLDMAN SACHS GROUP INC
$4.2M
TDTORONTO DOMINION BK ONT
$4.1M
MCDMCDONALDS CORP
$4.1M
ACGLARCH CAP GROUP LTD
$4.1M
TSCOTRACTOR SUPPLY CO
$4.1M
BACBANK AMERICA CORP
$3.9M
ITRIITRON INC
$3.9M
MAAMID-AMER APT CMNTYS INC
$3.9M
RYROYAL BK CDA
$3.9M
ADIANALOG DEVICES INC
$3.8M
COMTISHARES U S ETF TR
$3.8M
CDNSCADENCE DESIGN SYSTEM INC
$3.7M
MNSTMONSTER BEVERAGE CORP NEW
$3.7M
BLKCHFBLACKROCK INC
$3.7M
CMCANADIAN IMPERIAL BK COMM TO
$3.6M
KMBKIMBERLY-CLARK CORP
$3.6M
DWDMORGAN STANLEY
$3.6M
AXPAMERICAN EXPRESS CO
$3.3M
GNRCGENERAC HLDGS INC
$3.3M
DISDISNEY WALT CO
$3.3M
FSLRFIRST SOLAR INC
$3.2M
TRUTRANSUNION
$3.2M
BF/BBROWN FORMAN CORP
$3.2M
ENPHENPHASE ENERGY INC
$3.0M
SWKSTANLEY BLACK & DECKER INC
$2.9M
ELLAUDER ESTEE COS INC
$2.9M
ETSYETSY INC
$2.8M
BAHBOOZ ALLEN HAMILTON HLDG COR
$2.7M
GISGENERAL MLS INC
$2.7M
JAZZJAZZ PHARMACEUTICALS PLC
$2.6M
MRNAMODERNA INC
$2.6M
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