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CAISSE DES DEPOTS ET CONSIGNATIONS

hedge fundUpdated 48 days ago

Managed by Caisse Des Depots Et Consignations • Latest filing Q2 2026

Portfolio value
$5.9B
Q2 2026
Filings
7
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
103.5%
Implied from 13F holdings

Portfolio value history

13F-disclosed portfolio value over 7 quarters

Show data table
PeriodPortfolio value
Q4 2024$2B
Q1 2025$2.1B
Q2 2025$2.4B
Q3 2025$2.4B
Q4 2025$4.4B
Q1 2026$6.1B
Q2 2026$5.9B

Top holdings

236 positions as of Q2 2026

View filing
T
1.TTE

TOTALENERGIES SE

Unchanged
Value
$2.4B
Shares
30.37M
% Port
39.95%
A
2.AZN

ASTRAZENECA PLC

+3.1%
Value
$942.1M
Shares
5.03M
% Port
15.94%
U
3.UBS

UBS GROUP AG

Unchanged
Value
$388M
Shares
7.81M
% Port
6.56%
L
4.LIN

LINDE PLC

Unchanged
Value
$385.2M
Shares
742.3K
% Port
6.52%
A
5.ALC

ALCON AG

Unchanged
Value
$160.7M
Shares
2.37M
% Port
2.72%
T
6.TT

TRANE TECHNOLOGIES PLC

-0.3%
Value
$152.2M
Shares
309.8K
% Port
2.57%
N

NVIDIA CORPORATION

+0.3%
Value
$101.6M
Shares
507.8K
% Port
1.72%
A

APPLE INC

Unchanged
Value
$90.6M
Shares
313.2K
% Port
1.53%
I
9.IR

INGERSOLL RAND INC

Unchanged
Value
$56M
Shares
682.6K
% Port
0.95%
M
10.MSFT

MICROSOFT CORP

+0.5%
Value
$53.8M
Shares
144.2K
% Port
0.91%
A
11.AMZN

AMAZON COM INC

Unchanged
Value
$50.6M
Shares
212.4K
% Port
0.86%
Q
12.QGEN

QIAGEN NV

Unchanged
Value
$49.5M
Shares
1.28M
% Port
0.84%
G

ALPHABET INC

Unchanged
Value
$47.3M
Shares
132.4K
% Port
0.80%
V
14.V

VISA INC

Unchanged
Value
$45.5M
Shares
132.7K
% Port
0.77%
S
15.SUNB

SUNBELT RENTALS HOLDINGS INC

Unchanged
Value
$39.6M
Shares
543.2K
% Port
0.67%
A
16.AVGO

BROADCOM INC

Unchanged
Value
$38.6M
Shares
102.1K
% Port
0.65%
G

ALPHABET INC

Unchanged
Value
$35.8M
Shares
101.4K
% Port
0.61%
A
18.AMD

ADVANCED MICRO DEVICES INC

-12.6%
Value
$25.3M
Shares
43.5K
% Port
0.43%
J

JPMORGAN CHASE & CO

Unchanged
Value
$22.9M
Shares
70.0K
% Port
0.39%
M
20.MU

MICRON TECHNOLOGY INC

+15.3%
Value
$22.2M
Shares
19.2K
% Port
0.38%

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