Varma Mutual Pension Insurance Co Q4 2022 Filing
Filed February 13, 2023
Portfolio Value
$7.1B
Holdings
230
Report Date
Q4 2022
Filing Type
13F-HR
All Holdings (230 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | NSCNORFOLK SOUTHN CORP | 65,000 | $16.0M | 0.23% | |
| 102 | XLFISELECT SECTOR SPDR TR | 211,092 | $15.7M | 0.22% | |
| 103 | ETNEATON CORP PLC | 100,000 | $15.7M | 0.22% | |
| 104 | TJXTJX COS INC NEW | 195,368 | $15.6M | 0.22% | |
| 105 | CARRCARRIER GLOBAL CORPORATION | 362,000 | $14.9M | 0.21% | |
| 106 | CNXCCONCENTRIX CORP | 112,000 | $14.9M | 0.21% | |
| 107 | TXNTEXAS INSTRS INC | 89,282 | $14.8M | 0.21% | |
| 108 | FTNTFORTINET INC | 299,000 | $14.6M | 0.21% | |
| 109 | AMATAPPLIED MATLS INC | 150,000 | $14.6M | 0.21% | |
| 110 | CPRTCOPART INC | 238,609 | $14.5M | 0.20% | |
| 111 | BMRNBIOMARIN PHARMACEUTICAL INC | 140,000 | $14.5M | 0.20% | |
| 112 | DGDOLLAR GEN CORP NEW | 58,000 | $14.3M | 0.20% | |
| 113 | JCIJOHNSON CTLS INTL PLC | 220,000 | $14.1M | 0.20% | |
| 114 | AWMSKYWORKS SOLUTIONS INC | 143,300 | $13.1M | 0.18% | |
| 115 | ENPHENPHASE ENERGY INC | 49,000 | $13.0M | 0.18% | |
| 116 | CITCINTAS CORP | 28,000 | $12.6M | 0.18% | |
| 117 | MRNAMODERNA INC | 70,000 | $12.6M | 0.18% | |
| 118 | CSGPCOSTAR GROUP INC | 161,851 | $12.5M | 0.18% | |
| 119 | AMGNAMGEN INC | 45,000 | $11.8M | 0.17% | |
| 120 | MDTMEDTRONIC PLC | 150,000 | $11.7M | 0.16% | |
| 121 | TELTE CONNECTIVITY LTD | 100,210 | $11.5M | 0.16% | |
| 122 | FASTFASTENAL CO | 235,953 | $11.2M | 0.16% | |
| 123 | JAZZJAZZ PHARMACEUTICALS PLC | 70,000 | $11.2M | 0.16% | |
| 124 | DC4DEXCOM INC | 96,000 | $10.9M | 0.15% | |
| 125 | REGNREGENERON PHARMACEUTICALS | 15,000 | $10.8M | 0.15% | |
| 126 | KWEBKRANESHARES TR | 355,000 | $10.7M | 0.15% | |
| 127 | NDSNNORDSON CORP | 44,747 | $10.6M | 0.15% | |
| 128 | GILDGILEAD SCIENCES INC | 120,000 | $10.3M | 0.14% | |
| 129 | HUMHUMANA INC | 20,000 | $10.2M | 0.14% | |
| 130 | ADIANALOG DEVICES INC | 61,853 | $10.1M | 0.14% | |
| 131 | PHPARKER-HANNIFIN CORP | 34,500 | $10.0M | 0.14% | |
| 132 | EFXEQUIFAX INC | 50,000 | $9.7M | 0.14% | |
| 133 | VRSKVERISK ANALYTICS INC | 54,768 | $9.7M | 0.14% | |
| 134 | RPDRAPID7 INC | 282,209 | $9.6M | 0.13% | |
| 135 | IBMINTERNATIONAL BUSINESS MACHS | 65,000 | $9.2M | 0.13% | |
| 136 | SGENUSDSEAGEN INC | 70,000 | $9.0M | 0.13% | |
| 137 | ORCLORACLE CORP | 110,000 | $9.0M | 0.13% | |
| 138 | BAHBOOZ ALLEN HAMILTON HLDG COR | 85,000 | $8.9M | 0.13% | |
| 139 | NEENEXTERA ENERGY INC | 105,000 | $8.8M | 0.12% | |
| 140 | MDLZMONDELEZ INTL INC | 130,000 | $8.7M | 0.12% | |
| 141 | SBUXSTARBUCKS CORP | 80,000 | $7.9M | 0.11% | |
| 142 | LRCXEURLAM RESEARCH CORP | 18,395 | $7.7M | 0.11% | |
| 143 | BDXBECTON DICKINSON & CO | 30,000 | $7.6M | 0.11% | |
| 144 | TENBTENABLE HLDGS INC | 195,925 | $7.5M | 0.11% | |
| 145 | SYKSTRYKER CORPORATION | 30,000 | $7.3M | 0.10% | |
| 146 | EXPDEXPEDITORS INTL WASH INC | 70,000 | $7.3M | 0.10% | |
| 147 | XYLXYLEM INC | 65,000 | $7.2M | 0.10% | |
| 148 | IVEISHARES TR | 49,504 | $7.2M | 0.10% | |
| 149 | IQVIQVIA HLDGS INC | 35,000 | $7.2M | 0.10% | |
| 150 | RHIROBERT HALF INTL INC | 94,893 | $7.0M | 0.10% | |
| 151 | IEXIDEX CORP | 30,135 | $6.9M | 0.10% | |
| 152 | FBINFORTUNE BRANDS INNOVATIONS I | 120,000 | $6.9M | 0.10% | |
| 153 | JBHTHUNT J B TRANS SVCS INC | 38,927 | $6.8M | 0.10% | |
| 154 | DOVDOVER CORP | 50,000 | $6.8M | 0.10% | |
| 155 | BUWABIO RAD LABS INC | 16,000 | $6.7M | 0.09% | |
| 156 | WCNWASTE CONNECTIONS INC | 50,534 | $6.7M | 0.09% | |
| 157 | ITWILLINOIS TOOL WKS INC | 30,000 | $6.6M | 0.09% | |
| 158 | INTCINTEL CORP | 250,000 | $6.6M | 0.09% | |
| 159 | MMM3M CO | 55,090 | $6.6M | 0.09% | |
| 160 | FERGFERGUSON PLC | 50,836 | $6.5M | 0.09% | |
| 161 | VOYAVOYA FINANCIAL INC | 100,000 | $6.1M | 0.09% | |
| 162 | PAYXPAYCHEX INC | 51,815 | $6.0M | 0.08% | |
| 163 | ADPAUTOMATIC DATA PROCESSING IN | 25,000 | $6.0M | 0.08% | |
| 164 | DYHTARGET CORP | 40,000 | $6.0M | 0.08% | |
| 165 | CCEPCOCA-COLA EUROPACIFIC PARTNE | 104,297 | $5.8M | 0.08% | |
| 166 | CVSCVS HEALTH CORP | 60,000 | $5.6M | 0.08% | |
| 167 | CLCOLGATE PALMOLIVE CO | 70,000 | $5.5M | 0.08% | |
| 168 | NOWSERVICENOW INC | 14,000 | $5.4M | 0.08% | |
| 169 | AOSSMITH A O CORP | 90,000 | $5.2M | 0.07% | |
| 170 | ORLYOREILLY AUTOMOTIVE INC | 6,000 | $5.1M | 0.07% | |
| 171 | AERAERCAP HOLDINGS NV | 86,125 | $5.0M | 0.07% | |
| 172 | ELLAUDER ESTEE COS INC | 20,000 | $5.0M | 0.07% | |
| 173 | PLUNPLUG POWER INC | 400,000 | $4.9M | 0.07% | |
| 174 | SHLSSHOALS TECHNOLOGIES GROUP IN | 200,000 | $4.9M | 0.07% | |
| 175 | JPMJPMORGAN CHASE & CO | 36,125 | $4.8M | 0.07% | |
| 176 | GSGOLDMAN SACHS GROUP INC | 13,609 | $4.7M | 0.07% | |
| 177 | ADMARCHER DANIELS MIDLAND CO | 50,000 | $4.6M | 0.07% | |
| 178 | ROSTROSS STORES INC | 40,000 | $4.6M | 0.07% | |
| 179 | GISGENERAL MLS INC | 55,000 | $4.6M | 0.06% | |
| 180 | AMEAMETEK INC | 32,623 | $4.6M | 0.06% | |
| 181 | MCDMCDONALDS CORP | 17,116 | $4.5M | 0.06% | |
| 182 | TSCOTRACTOR SUPPLY CO | 20,000 | $4.5M | 0.06% | |
| 183 | LINLINDE PLC | 13,661 | $4.5M | 0.06% | |
| 184 | DWDMORGAN STANLEY | 51,774 | $4.4M | 0.06% | |
| 185 | AZOAUTOZONE INC | 1,750 | $4.3M | 0.06% | |
| 186 | RSGREPUBLIC SVCS INC | 32,981 | $4.3M | 0.06% | |
| 187 | GMGENERAL MTRS CO | 125,000 | $4.2M | 0.06% | |
| 188 | LULULULULEMON ATHLETICA INC | 13,000 | $4.2M | 0.06% | |
| 189 | MAAMID-AMER APT CMNTYS INC | 26,436 | $4.2M | 0.06% | |
| 190 | BLKCHFBLACKROCK INC | 5,837 | $4.1M | 0.06% | |
| 191 | RYROYAL BK CDA SUSTAINABL | 43,914 | $4.1M | 0.06% | |
| 192 | IDXXIDEXX LABS INC | 10,000 | $4.1M | 0.06% | |
| 193 | KMBKIMBERLY-CLARK CORP | 30,000 | $4.1M | 0.06% | |
| 194 | FFORD MTR CO DEL | 350,000 | $4.1M | 0.06% | |
| 195 | VEEVVEEVA SYS INC CL A | 25,000 | $4.0M | 0.06% | |
| 196 | BKRBAKER HUGHES COMPANY | 132,887 | $3.9M | 0.06% | |
| 197 | PRUPRUDENTIAL FINL INC | 39,391 | $3.9M | 0.06% | |
| 198 | SPGIS&P GLOBAL INC | 11,681 | $3.9M | 0.06% | |
| 199 | MARMARRIOTT INTL INC NEW | 25,901 | $3.9M | 0.05% | |
| 200 | TDTORONTO DOMINION BK ONT | 58,272 | $3.8M | 0.05% |