EdgeMarket › What Uss Investment Management Ltd reported owning

What Uss Investment Management Ltd reported owning

As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.

Reported value

25.6B

Positions

512

Quarter

2026-03-31

Shown below

50
largest by value
holdingvalue% of booksharesprice1y
SPYM
State Street SPDR Portfolio S&P 500 ETF
5.1B19.9%66.4M90.13+20.1%
VOO
Vanguard S&P 500 ETF
2.1B8.2%3.5M703.71+20.0%
IVV
iShares Core S&P 500 ETF
2.0B7.8%3.0M769.31+20.0%
NVDA
NVIDIA CORP
737.2M2.9%4.2M214.72+22.4%
MSFT
MICROSOFT CORP
679.0M2.7%1.8M483.24-4.4%
AMZN
AMAZON COM INC
665.8M2.6%3.2M258.63+15.6%
AAPL
Apple Inc.
604.6M2.4%2.4M309.35+36.9%
ENLT
Enlight Renewable Energy Ltd.
584.0M2.3%88.1K79.92+199.8%
TSEM
TOWER SEMICONDUCTOR LTD
573.1M2.2%33.6K222.59+344.7%
NVMI
NOVA LTD.
511.8M2.0%11.9K376.99+53.0%
CAMT
CAMTEK LTD
360.5M1.4%24.6K146.81+78.1%
V
VISA INC.
290.7M1.1%962.0K371.04+7.9%
FAST
FASTENAL CO
276.4M1.1%6.0M51.26+3.5%
FERG
Ferguson Enterprises Inc. /DE/
276.0M1.1%1.2M242.24+5.1%
GOOGL
Alphabet Inc.
267.0M1.0%928.6K344.82+73.0%
JNJ
JOHNSON & JOHNSON
242.5M0.9%992.4K270.24+51.1%
AVGO
Broadcom Inc.
237.0M0.9%765.9K368.45+26.5%
GOOG
Alphabet Inc.
233.6M0.9%814.7K341.75+70.7%
APH
AMPHENOL CORP /DE/
219.8M0.9%1.7M157.01+44.5%
MDT
Medtronic plc
212.4M0.8%2.5M93.35+0.1%
META
Meta Platforms, Inc.
203.4M0.8%355.6K549.90-26.5%
KLAC
KLA CORP
201.2M0.8%136.7K183.99+109.5%
CL
COLGATE PALMOLIVE CO
187.5M0.7%2.2M91.08+5.8%
HD
HOME DEPOT, INC.
174.7M0.7%531.3K335.61-16.5%
TSLA
Tesla, Inc.
174.0M0.7%466.9K362.86+12.0%
PG
PROCTER & GAMBLE Co
172.2M0.7%1.2M144.68-9.3%
ROL
ROLLINS INC
167.3M0.7%3.1M36.91-36.8%
AON
Aon plc
162.2M0.6%502.5K355.11-5.1%
AZO
AUTOZONE INC
158.1M0.6%46.8K2,957.95-28.9%
YUM
YUM BRANDS INC
151.6M0.6%975.0K152.99+2.4%
ICE
Intercontinental Exchange, Inc.
149.0M0.6%946.9K161.25-11.1%
SPGI
S&P Global Inc.
148.2M0.6%348.4K431.29-22.6%
CDNS
CADENCE DESIGN SYSTEMS INC
145.7M0.6%524.4K319.02-7.7%
OTIS
Otis Worldwide Corp
136.2M0.5%1.8M71.49-19.8%
JPM
JPMORGAN CHASE & CO
133.4M0.5%453.2K351.58+20.3%
LLY
ELI LILLY & Co
130.1M0.5%141.4K1,255.40+78.0%
MAR
MARRIOTT INTERNATIONAL INC /MD/
124.5M0.5%380.7K356.39+35.2%
VRSK
Verisk Analytics, Inc.
122.0M0.5%643.0K187.50-30.8%
unmapped CUSIP 084670702106.4M0.4%221.9K
NU
Nu Holdings Ltd.
98.5M0.4%6.9M14.58+7.0%
WMT
Walmart Inc.
87.4M0.3%703.6K103.70+1.1%
NFLX
NETFLIX INC
85.2M0.3%886.5K79.59-34.4%
RACE
Ferrari N.V.
76.6M0.3%229.4K436.54-6.8%
COST
COSTCO WHOLESALE CORP /NEW
71.6M0.3%71.9K947.74-4.7%
PDD
PDD Holdings Inc.
71.3M0.3%697.6K88.38-25.1%
MA
Mastercard Inc
67.5M0.3%135.0K580.63-2.0%
MU
MICRON TECHNOLOGY INC
65.9M0.3%195.1K966.78+724.8%
ABBV
AbbVie Inc.
65.0M0.3%299.0K264.96+26.7%
AU
AngloGold Ashanti PLC
64.6M0.3%663.0K121.22+125.7%
APP
AppLovin Corp
62.0M0.2%155.8K305.77-25.9%

A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →

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