Railway Pension Investments Ltd
Q2 2026 13F filing
Updated 27 days ago102 disclosed positions worth $8B
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | N NVDA NVIDIA CORPORATION | $471.5M | 2.36M | 5.93% | — |
| 2 | A AAPL APPLE INC | $382.2M | 1.32M | 4.80% | — |
| 3 | G GOOGN ALPHABET INC | $332M | 929.0K | 4.17% | — |
| 4 | L LRCX LAM RESEARCH CORP | $327M | 754.7K | 4.11% | — |
| 5 | A AVGO BROADCOM INC | $321.9M | 852.2K | 4.05% | — |
| 6 | K KLAC KLA CORP | $279.6M | 926.7K | 3.51% | — |
| 7 | A AMZN AMAZON COM INC | $237.4M | 996.0K | 2.98% | — |
| 8 | M MSFT MICROSOFT CORP | $230.2M | 617.2K | 2.89% | — |
| 9 | T TXN TEXAS INSTRS INC | $226.6M | 760.4K | 2.85% | — |
| 10 | V V VISA INC | $215.7M | 628.7K | 2.71% | — |
| 11 | A ANET ARISTA NETWORKS INC | $201.3M | 1.18M | 2.53% | — |
| 12 | A ABBV ABBVIE INC | $199.5M | 792.9K | 2.51% | — |
| 13 | B BAC-PS BANK OF AMER CORP | $198.6M | 3.49M | 2.50% | — |
| 14 | M META META PLATFORMS INC | $192.8M | 342.2K | 2.42% | — |
| 15 | N NEE-PS NEXTERA ENERGY INC | $180.5M | 2.06M | 2.27% | — |
| 16 | T TMO THERMO FISHER SCIENTIFIC INC | $180M | 359.0K | 2.26% | — |
| 17 | E EQIX EQUINIX INC | $170.9M | 164.0K | 2.15% | — |
| 18 | J JNJ JOHNSON & JOHNSON | $165.1M | 650.0K | 2.08% | — |
| 19 | G GILD GILEAD SCIENCES INC | $163.7M | 1.30M | 2.06% | — |
| 20 | C CEG CONSTELLATION ENERGY CORP | $154.2M | 621.0K | 1.94% | — |
| 21 | A APH AMPHENOL CORP | $151.1M | 857.1K | 1.90% | — |
| 22 | Q QCOM QUALCOMM INC | $149.2M | 807.4K | 1.88% | — |
| 23 | M MA MASTERCARD INCORPORATED | $148.8M | 289.6K | 1.87% | — |
| 24 | C CQP CHENIERE ENERGY INC | $140.1M | 586.3K | 1.76% | — |
| 25 | C CSCO CISCO SYS INC | $138M | 1.18M | 1.74% | — |
| 26 | S SYK STRYKER CORPORATION | $128.4M | 407.7K | 1.61% | — |
| 27 | P PEG PUBLIC SVC ENTERPRISE GROUP | $110.4M | 1.36M | 1.39% | — |
| 28 | M MO ALTRIA GROUP INC | $91M | 1.26M | 1.14% | — |
| 29 | N NTAP NETAPP INC | $82.2M | 531.3K | 1.03% | — |
| 30 | M MCK MCKESSON CORP | $81.3M | 107.6K | 1.02% | — |
| 31 | F FAST FASTENAL CO | $79.5M | 1.66M | 1.00% | — |
| 32 | G GWW WW GRAINGER INC | $73.5M | 54.0K | 0.92% | — |
| 33 | P PH PARKER-HANNIFIN CORP | $71.8M | 73.4K | 0.90% | — |
| 34 | E EXPE EXPEDIA GROUP INC | $68.7M | 268.7K | 0.86% | — |
| 35 | I INSM INSMED INC | $64.5M | 604.7K | 0.81% | — |
| 36 | C CELG-RI BRISTOL-MYERS SQUIBB CO | $60M | 1.04M | 0.75% | — |
| 37 | C CDNS CADENCE DESIGN SYSTEM INC | $54.9M | 146.2K | 0.69% | — |
| 38 | T TPR TAPESTRY INC | $52.2M | 356.6K | 0.66% | — |
| 39 | T TT TRANE TECHNOLOGIES PLC | $51.1M | 104.0K | 0.64% | — |
| 40 | A ADI ANALOG DEVICES INC | $50M | 125.9K | 0.63% | — |
| 41 | F FTNT FORTINET INC | $47.6M | 309.8K | 0.60% | — |
| 42 | A ADBE ADOBE INC | $44.6M | 217.8K | 0.56% | — |
| 43 | T TJX TJX COS INC NEW | $40.9M | 270.2K | 0.51% | — |
| 44 | H HPQ HP INC | $39.2M | 1.79M | 0.49% | — |
| 45 | A ADSK AUTODESK INC | $38.9M | 200.3K | 0.49% | — |
| 46 | F FDX F5 INC | $37.9M | 91.0K | 0.48% | — |
| 47 | F FTV FORTIVE CORP | $36.9M | 604.4K | 0.46% | — |
| 48 | W WSM WILLIAMS SONOMA INC | $36.3M | 155.7K | 0.46% | — |
| 49 | K KEYS KEYSIGHT TECHNOLOGIES INC | $36.1M | 103.1K | 0.45% | — |
| 50 | H HCA HCA HEALTHCARE INC | $36M | 92.4K | 0.45% | — |