Arkolith/Funds/Caisse De Depot Et Placement Du Quebec

Caisse De Depot Et Placement Du Quebec

CIK 898286Pension / sovereign
Holdings as of Mar 31, 2026·disclosed May 14, 2026·~44-day 13F lag·13F-HR
Inactive

Caisse De Depot Et Placement Du Quebec holds a diversified book of 684 stocks worth $62.4B as of Q1 2026 (disclosed May 14, 2026, a ~45-day 13F lag). This quarter they opened SS Financial Select Sector and trimmed Microsoft Corp. Their largest long position is Apple Inc at 5% of the equity book.

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Use Arkolith to show CAISSE DE DEPOT ET PLACEMENT DU QUEBEC's latest
holdings, largest changes, and filing provenance.
Opened
185
new positions
Added to
282
existing
Trimmed
198
reduced
Sold out
37
exited

Concentration

Top-heavy: diversified book

Top 5 holdings
18%
Top 10 holdings
26%
Top 20 holdings
37%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

96% mapped to company sectors

Information Technology
30%
Industrials
17%
Financials
15%
Consumer Discretionary
10%
Health Care
9%
Materials
5%
ETF / fund or unclassified
4%
Communication Services
4%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

684 positions
#SecurityValueShares% PortLast moveHistory
1Apple Inc
COM
$2.8B11.08M
4.5%
+14%
Added · +1.4M sh
2Nvidia Corporation
COM
$2.8B15.79M
4.4%
+17%
Added · +2.3M sh
3Canadian Natl Ry Co
COM
$1.9B18.78M
3.1%
+35%
Added · +4.9M sh
4Alphabet Inc
CAP STK CL A
$1.9B6.66M
3.1%
+6.8%
Added · +421K sh
5Microsoft Corp
COM
$1.8B4.97M
2.9%
−2.8%
Reduced · −146K sh
6Amazon Com Inc
COM
$1.2B5.77M
1.9%
+0.2%
Added · +14K sh
7Cgi Inc
CL A SUB VTG
$1.2B16.29M
1.9%
Held
8Meta Platforms Inc
CL A
$1.2B2.03M
1.9%
+23%
Added · +379K sh
9Bce Inc
COM NEW
$857.8M34.11M
1.4%
Held
10Cae Inc
COM
$802.4M30.92M
1.3%
Held
11Berkshire Hathaway Inc Del
CL B NEW
$786.1M1.64M
1.3%
+11%
Added · +157K sh
12Transforce Inc
COM
$776.5M7.16M
1.2%
+1.0%
Added · +71K sh
13Bank Montreal Medium
COM
$731.7M5.42M
1.2%
Held
14Johnson & Johnson
COM
$729.8M2.99M
1.2%
+7.8%
Added · +215K sh
15Mastercard Incorporated
CL A
$723.5M1.45M
1.2%
+5.5%
Added · +75K sh
16JPMorgan Chase & Co
COM
$703.2M2.39M
1.1%
+4.3%
Added · +100K sh
17Broadcom Inc
COM
$679.2M2.19M
1.1%
+4.0%
Added · +84K sh
18Eli Lilly & Co
COM
$631.5M686.6K
1.0%
+7.9%
Added · +50K sh
19Gildan Activewear Inc
COM
$579.6M10.44M
0.9%
+67%
Added · +4.2M sh
20Vanguard Index FDS
VALUE ETF
$507.4M2.59M
0.8%
+147%
Added · +1.5M sh
21Costco Wholesale Corporation
COM
$497.8M499.6K
0.8%
+25%
Added · +98K sh
22Merck & Co Inc
COM
$457.0M3.80M
0.7%
−8.0%
Reduced · −332K sh
23Applied Matls Inc
COM
$432.8M1.27M
0.7%
+49%
Added · +416K sh
24Alphabet Inc
CAP STK CL C
$432.2M1.51M
0.7%
+35%
Added · +389K sh
25Cisco Sys Inc
COM
$431.6M5.56M
0.7%
+57%
Added · +2.0M sh
26Tesla Inc
COM
$406.3M1.09M
0.7%
+14%
Added · +130K sh
27Walmart Inc
COM
$405.0M3.26M
0.6%
+11%
Added · +320K sh
28AT&T Inc
COM
$376.5M12.99M
0.6%
+27%
Added · +2.8M sh
29Ishares TR
BROAD USD HIGH
$370.5M10.06M
0.6%
Held
30Bank America Corp
COM
$365.7M7.50M
0.6%
+20%
Added · +1.3M sh
31Abbott Laboratories
COM
$351.1M3.42M
0.6%
+82%
Added · +1.5M sh
32Abbvie Inc
COM
$350.8M1.61M
0.6%
−0.7%
Reduced · −11K sh
33Unitedhealth Group Inc
COM
$350.4M1.29M
0.6%
+34%
Added · +329K sh
34Pepsico Inc
COM
$343.5M2.21M
0.6%
−2.9%
Reduced · −65K sh
35Citigroup Inc
COM NEW
$339.9M3.00M
0.5%
+6.3%
Added · +177K sh
36Progressive Corp
COM
$326.1M1.64M
0.5%
~0%
Reduced · −100 sh
37NextEra Energy Inc
COM
$316.6M3.41M
0.5%
−8.3%
Reduced · −308K sh
38Select Sector SPDR TR
STATE STREET HEA
$314.3M2.14M
0.5%
+45%
Added · +666K sh
39TJX Cos Inc New
COM
$309.5M1.94M
0.5%
+94%
Added · +941K sh
40Home Depot Inc
COM
$300.0M912.3K
0.5%
+145%
Added · +540K sh
41Royal BK Cda
COM
$297.9M1.85M
0.5%
−6.1%
Reduced · −121K sh
42Procter & Gamble Co
COM
$285.0M1.97M
0.5%
+13%
Added · +221K sh
43Caterpillar Inc
COM
$275.4M388.7K
0.4%
−8.5%
Reduced · −36K sh
44Toronto Dominion BK Ont
COM NEW
$273.8M2.94M
0.4%
+30%
Added · +679K sh
45Pulte Group Inc
COM
$264.1M2.25M
0.4%
+13%
Added · +258K sh
46Micron Technology Inc
COM
$262.4M776.8K
0.4%
−21%
Reduced · −203K sh
47TC Energy Corp
COM
$257.3M4.12M
0.4%
+80%
Added · +1.8M sh
48Netflix Inc.
COM
$256.8M2.67M
0.4%
+8.2%
Added · +202K sh
49Ishares TR
IBOXX HI YD ETF
$254.8M3.20M
0.4%
−37%
Reduced · −1.9M sh
50Regeneron Pharmaceuticals
COM
$254.2M329.0K
0.4%
−3.9%
Reduced · −13K sh
Showing 50 of 684 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q1 2026Mar 31, 2026May 14, 2026684$62.4B13F-HR
Q4 2025Dec 31, 2025Feb 17, 2026540$59.0B13F-HR
Q3 2025Sep 30, 2025Nov 14, 2025539$55.5B13F-HR
Q2 2025Jun 30, 2025Aug 14, 2025478$46.8B13F-HR
Q1 2025Mar 31, 2025May 14, 2025591$47.7B13F-HR
Q4 2024Dec 31, 2024Feb 14, 2025516$48.1B13F-HR
Q3 2024Sep 30, 2024Nov 14, 2024496$50.3B13F-HR
Q2 2024Jun 30, 2024Aug 14, 2024461$41.2B13F-HR
Q1 2024Mar 31, 2024May 14, 2024481$41.6B13F-HR
Q4 2023Dec 31, 2023Feb 14, 2024481$39.3B13F-HR
Q3 2023Sep 30, 2023Nov 14, 2023492$34.7B13F-HR
Q2 2023Jun 30, 2023Aug 14, 2023477$37.6B13F-HR
Q1 2023Mar 31, 2023May 12, 2023541$35.1B13F-HR
Q4 2022Dec 31, 2022Feb 14, 2023570$32.5B13F-HR
Q3 2022Sep 30, 2022Nov 14, 2022548$34.4B13F-HR
Q2 2022Jun 30, 2022Aug 12, 2022583$36.3B13F-HR
Q1 2022Mar 31, 2022May 13, 2022616$42.8B13F-HR
Q4 2021Dec 31, 2021Feb 14, 2022570$46.2B13F-HR
Q3 2021Sep 30, 2021Nov 12, 2021546$47.0B13F-HR
Q2 2021Jun 30, 2021Aug 13, 2021512$46.3B13F-HR
Q1 2021Mar 31, 2021May 14, 2021681$44.4B13F-HR
Q4 2020Dec 31, 2020Feb 12, 2021677$43.2B13F-HR
Q3 2020Sep 30, 2020Nov 13, 2020684$37.5B13F-HR
Q2 2020Jun 30, 2020Aug 14, 2020685$35.5B13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.