EdgeMarket › What Railway Pension Investments Ltd reported owning
What Railway Pension Investments 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
7.0BPositions
103Quarter
2026-03-31Shown below
50largest by value
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|---|---|---|---|---|---|
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| NVDA NVIDIA CORP | 245.5M | 3.5% | 1.4M | 214.72 | +22.4% |
| LNG Cheniere Energy, Inc. | 242.6M | 3.5% | 855.1K | 277.51 | +17.6% |
| AMZN AMAZON COM INC | 233.6M | 3.3% | 1.1M | 258.63 | +15.6% |
| AVGO Broadcom Inc. | 233.6M | 3.3% | 754.7K | 368.45 | +26.5% |
| META Meta Platforms, Inc. | 228.5M | 3.3% | 399.4K | 549.90 | -26.5% |
| NEE NEXTERA ENERGY INC | 216.3M | 3.1% | 2.3M | 83.65 | +9.8% |
| LRCX LAM RESEARCH CORP | 209.9M | 3.0% | 982.2K | 314.00 | +216.7% |
| EQIX EQUINIX INC | 202.4M | 2.9% | 206.5K | 1,065.39 | +37.2% |
| TMO THERMO FISHER SCIENTIFIC INC. | 201.0M | 2.9% | 408.9K | 629.27 | +27.2% |
| TXN TEXAS INSTRUMENTS INC | 190.6M | 2.7% | 981.5K | 264.36 | +31.7% |
| GILD GILEAD SCIENCES, INC. | 181.6M | 2.6% | 1.3M | 146.12 | +23.1% |
| CEG Constellation Energy Corp | 176.7M | 2.5% | 632.8K | 272.88 | -13.2% |
| ABBV AbbVie Inc. | 174.2M | 2.5% | 800.8K | 264.96 | +26.7% |
| AAPL Apple Inc. | 173.0M | 2.5% | 681.9K | 309.35 | +36.9% |
| V VISA INC. | 169.5M | 2.4% | 560.7K | 371.04 | +7.9% |
| SYK STRYKER CORP | 160.9M | 2.3% | 489.8K | 329.45 | -15.9% |
| JNJ JOHNSON & JOHNSON | 158.9M | 2.3% | 650.0K | 270.24 | +51.1% |
| PANW Palo Alto Networks Inc | 157.6M | 2.2% | 982.9K | 357.87 | +94.0% |
| MA Mastercard Inc | 146.1M | 2.1% | 292.5K | 580.63 | -2.0% |
| IDXX IDEXX LABORATORIES INC /DE | 144.1M | 2.1% | 256.5K | 556.93 | -13.0% |
| PEG PUBLIC SERVICE ENTERPRISE GROUP INC | 139.4M | 2.0% | 1.7M | 72.61 | -14.7% |
| KLAC KLA CORP | 128.7M | 1.8% | 87.4K | 183.99 | +109.5% |
| QCOM QUALCOMM INC/DE | 121.4M | 1.7% | 942.6K | 160.75 | +3.4% |
| APH AMPHENOL CORP /DE/ | 107.0M | 1.5% | 847.2K | 157.01 | +44.5% |
| ORLY O REILLY AUTOMOTIVE INC | 106.7M | 1.5% | 1.2M | 89.11 | -14.3% |
| MCK MCKESSON CORP | 94.9M | 1.4% | 109.7K | 858.90 | +22.2% |
| NOW ServiceNow, Inc. | 93.3M | 1.3% | 892.3K | 128.48 | -27.8% |
| CSCO CISCO SYSTEMS, INC. | 88.3M | 1.3% | 1.1M | 111.04 | +65.5% |
| MO ALTRIA GROUP, INC. | 85.3M | 1.2% | 1.3M | 66.09 | -2.2% |
| FAST FASTENAL CO | 78.3M | 1.1% | 1.7M | 51.26 | +3.5% |
| PH Parker-Hannifin Corp | 65.7M | 0.9% | 73.4K | 1,001.74 | +34.8% |
| BMY BRISTOL MYERS SQUIBB CO | 63.1M | 0.9% | 1.0M | 67.01 | +38.9% |
| EXPE Expedia Group, Inc. | 61.3M | 0.9% | 265.7K | 321.63 | +56.4% |
| GWW W.W. GRAINGER, INC. | 60.2M | 0.9% | 55.2K | 1,312.24 | +31.3% |
| NTAP NetApp, Inc. | 52.7M | 0.8% | 515.1K | 192.27 | +77.3% |
| BKNG Booking Holdings Inc. | 48.3M | 0.7% | 11.5K | 209.62 | -7.1% |
| HCA HCA Healthcare, Inc. | 43.7M | 0.6% | 92.4K | 429.19 | +4.6% |
| TJX TJX COMPANIES INC /DE/ | 42.7M | 0.6% | 267.1K | 140.53 | +1.6% |
| WMT Walmart Inc. | 42.3M | 0.6% | 340.2K | 103.70 | +1.1% |
| CDNS CADENCE DESIGN SYSTEMS INC | 39.1M | 0.6% | 140.7K | 319.02 | -7.7% |
| MSI Motorola Solutions, Inc. | 37.1M | 0.5% | 85.6K | 480.47 | +4.0% |
| TPR TAPESTRY, INC. | 36.2M | 0.5% | 256.4K | 130.17 | +31.7% |
| CRM Salesforce, Inc. | 35.7M | 0.5% | 191.0K | 209.17 | -15.1% |
| VZ VERIZON COMMUNICATIONS INC | 35.4M | 0.5% | 705.0K | 49.45 | +9.7% |
| MAR MARRIOTT INTERNATIONAL INC /MD/ | 34.9M | 0.5% | 106.6K | 356.39 | +35.2% |
| ROL ROLLINS INC | 33.9M | 0.5% | 635.4K | 36.91 | -36.8% |
| ADSK Autodesk, Inc. | 33.1M | 0.5% | 138.2K | 253.82 | -12.1% |
| OTIS Otis Worldwide Corp | 31.6M | 0.4% | 410.0K | 71.49 | -19.8% |
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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