CAISSE DES DEPOTS ET CONSIGNATIONS
Q2 2026 13F filing
Updated 48 days ago236 disclosed positions worth $5.9B
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | T TTE TOTALENERGIES SE | $2.4B | 30.37M | 39.95% | Unchanged |
| 2 | A AZN ASTRAZENECA PLC | $942.1M | 5.03M | 15.94% | Added(+3.1%) |
| 3 | U UBS UBS GROUP AG | $388M | 7.81M | 6.56% | Unchanged |
| 4 | L LIN LINDE PLC | $385.2M | 742.3K | 6.52% | Unchanged |
| 5 | A ALC ALCON AG | $160.7M | 2.37M | 2.72% | Unchanged |
| 6 | T TT TRANE TECHNOLOGIES PLC | $152.2M | 309.8K | 2.57% | Trimmed(-0.3%) |
| 7 | N NVDA NVIDIA CORPORATION | $101.6M | 507.8K | 1.72% | Added(+0.3%) |
| 8 | A AAPL APPLE INC | $90.6M | 313.2K | 1.53% | Unchanged |
| 9 | I IR INGERSOLL RAND INC | $56M | 682.6K | 0.95% | Unchanged |
| 10 | M MSFT MICROSOFT CORP | $53.8M | 144.2K | 0.91% | Added(+0.5%) |
| 11 | A AMZN AMAZON COM INC | $50.6M | 212.4K | 0.86% | Unchanged |
| 12 | Q QGEN QIAGEN NV | $49.5M | 1.28M | 0.84% | Unchanged |
| 13 | G GOOGN ALPHABET INC | $47.3M | 132.4K | 0.80% | Unchanged |
| 14 | V V VISA INC | $45.5M | 132.7K | 0.77% | Unchanged |
| 15 | S SUNB SUNBELT RENTALS HOLDINGS INC | $39.6M | 543.2K | 0.67% | Unchanged |
| 16 | A AVGO BROADCOM INC | $38.6M | 102.1K | 0.65% | Unchanged |
| 17 | G GOOGN ALPHABET INC | $35.8M | 101.4K | 0.61% | Unchanged |
| 18 | A AMD ADVANCED MICRO DEVICES INC | $25.3M | 43.5K | 0.43% | Trimmed(-12.6%) |
| 19 | J JPM-PM JPMORGAN CHASE & CO | $22.9M | 70.0K | 0.39% | Unchanged |
| 20 | M MU MICRON TECHNOLOGY INC | $22.2M | 19.2K | 0.38% | Added(+15.3%) |
| 21 | C CSCO CISCO SYS INC | $21.5M | 182.8K | 0.36% | Added(+13.0%) |
| 22 | W WSE WISE GROUP PLC | $20.3M | 1.69M | 0.34% | — |
| 23 | A ACN ACCENTURE PLC IRELAND | $20.1M | 161.7K | 0.34% | Unchanged |
| 24 | A AMAT APPLIED MATLS INC | $19.1M | 26.4K | 0.32% | Added(+90.2%) |
| 25 | I INTC INTEL CORP | $18.8M | 134.5K | 0.32% | Trimmed(-23.7%) |
| 26 | V V VISA INC | $17.9M | 52.0K | 0.30% | Trimmed(-60.8%) |
| 27 | E EL LAUDER ESTEE COS INC | $16M | 202.6K | 0.27% | Unchanged |
| 28 | W WMT WALMART INC | $15.9M | 140.5K | 0.27% | Unchanged |
| 29 | B BAC-PS BANK OF AMER CORP | $15.4M | 271.1K | 0.26% | Added(+244.8%) |
| 30 | J JNJ JOHNSON & JOHNSON | $14.8M | 58.2K | 0.25% | Added(+0.7%) |
| 31 | C CAT CATERPILLAR INC | $14.6M | 13.7K | 0.25% | Added(+4.2%) |
| 32 | K KO COCA COLA CO | $14.5M | 178.9K | 0.25% | Added(+6.6%) |
| 33 | L LLY ELI LILLY & CO | $13.7M | 11.4K | 0.23% | Unchanged |
| 34 | G GE GE AEROSPACE | $12.9M | 34.4K | 0.22% | Trimmed(-13.9%) |
| 35 | A ABBV ABBVIE INC | $12.6M | 50.0K | 0.21% | Trimmed(-17.9%) |
| 36 | L LRCX LAM RESEARCH CORP | $11.4M | 26.4K | 0.19% | Trimmed(-43.0%) |
| 37 | G GEV GE VERNOVA INC | $11.2M | 9.5K | 0.19% | Added(+26.3%) |
| 38 | E ETHA ISHARES INC | $10.5M | 52.0K | 0.18% | — |
| 39 | M MA MASTERCARD INCORPORATED | $10.2M | 19.9K | 0.17% | Unchanged |
| 40 | P PG PROCTER & GAMBLE CO | $10.2M | 69.3K | 0.17% | Trimmed(-20.7%) |
| 41 | N NEE-PS NEXTERA ENERGY INC | $10.2M | 115.8K | 0.17% | Unchanged |
| 42 | M MRK MERCK & CO INC | $10.2M | 79.1K | 0.17% | Trimmed(-13.5%) |
| 43 | P PANW PALO ALTO NETWORKS INC | $10M | 29.3K | 0.17% | Added(+4.1%) |
| 44 | C CSX CSX CORP | $9.6M | 201.7K | 0.16% | Unchanged |
| 45 | N NFLX NETFLIX INC. | $9.5M | 132.6K | 0.16% | Trimmed(-5.2%) |
| 46 | S SCHW-PJ SCHWAB CHARLES CORP | $8.9M | 96.3K | 0.15% | Unchanged |
| 47 | P PFE PFIZER INC | $8.3M | 344.2K | 0.14% | Trimmed(-4.8%) |
| 48 | I IBM INTERNATIONAL BUSINESS MACHS | $8.3M | 29.4K | 0.14% | Trimmed(-24.6%) |
| 49 | H HD HOME DEPOT INC | $8M | 22.8K | 0.14% | Trimmed(-13.9%) |
| 50 | E EP-PC KINDER MORGAN INC DEL | $8M | 250.9K | 0.14% | — |