Arkolith/Funds/Canada Pension Plan Investment Board

Canada Pension Plan Investment Board

CIK 1283718Pension / sovereign
Holdings as of Mar 31, 2026·disclosed May 15, 2026·~45-day 13F lag·13F-HR
Inactive

Canada Pension Plan Investment Board holds a diversified book of 1680 stocks worth $155.0B as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened Smurfit Westrock PLC and trimmed Broadcom Inc. Their largest long position is Nvidia Corp at 5% of the equity book.

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Use Arkolith to show CANADA PENSION PLAN INVESTMENT BOARD's latest
holdings, largest changes, and filing provenance.
Opened
95
new positions
Added to
723
existing
Trimmed
608
reduced
Sold out
385
exited

Concentration

Top-heavy: diversified book

Top 5 holdings
18%
Top 10 holdings
27%
Top 20 holdings
38%

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

Direct sector allocation

99% mapped to company sectors

Information Technology
33%
Financials
14%
Consumer Discretionary
9%
Industrials
8%
Health Care
7%
Utilities
6%
Energy
5%
Real Estate
5%

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.

1,680 positions
#SecurityValueShares% PortLast moveHistory
1Nvidia Corporation
COM
$8.5B48.79M
5.5%
+8.6%
Added · +3.9M sh
2Apple Inc
COM
$6.5B25.75M
4.2%
+5.5%
Added · +1.3M sh
3Microsoft Corp
COM
$5.6B15.00M
3.6%
+19%
Added · +2.4M sh
4Amazon Com Inc
COM
$3.9B18.52M
2.5%
+3.7%
Added · +668K sh
5Alphabet Inc
CAP STK CL A
$3.5B12.21M
2.3%
+11%
Added · +1.2M sh
6Bunge Global Sa
COM SHS
$3.3B26.25M
2.2%
Held
7Broadcom Inc
COM
$3.2B10.29M
2.1%
−10%
Reduced · −1.2M sh
8Alphabet Inc
CAP STK CL C
$2.4B8.26M
1.5%
+6.7%
Added · +520K sh
9Meta Platforms Inc
CL A
$2.4B4.13M
1.5%
+4.0%
Added · +160K sh
10Tesla Inc
COM
$2.3B6.06M
1.5%
+20%
Added · +1.0M sh
11Constellation Energy Corp
COM
$2.1B7.67M
1.4%
54×
Added · +7.5M sh
12Canadian Nat Res Ltd Med Ter
COM
$2.0B40.28M
1.3%
−1.8%
Reduced · −742K sh
13Mastercard Incorporated
CL A
$1.9B3.90M
1.3%
+5.5%
Added · +203K sh
14JPMorgan Chase & Co
COM
$1.9B6.52M
1.2%
+17%
Added · +951K sh
15Royal BK Cda
COM
$1.6B9.97M
1.0%
+0.9%
Added · +88K sh
16Viking Holdings Ltd
ORD SHS
$1.5B20.14M
1.0%
Held
17Union Pac Corp
COM
$1.5B6.08M
1.0%
+0.3%
Added · +20K sh
18Berkshire Hathaway Inc Del
CL B NEW
$1.4B2.99M
0.9%
+3.9%
Added · +112K sh
19Digital Rlty TR Inc
COM
$1.4B7.58M
0.9%
+1.6%
Added · +121K sh
20Live Nation Entertainment In
COM
$1.3B8.80M
0.9%
−6.7%
Reduced · −635K sh
21Eli Lilly & Co
COM
$1.3B1.45M
0.9%
+9.0%
Added · +119K sh
22T-Mobile US Inc
COM
$1.3B6.06M
0.8%
+4.7%
Added · +273K sh
23Exxon Mobil Corp
COM
$1.3B7.43M
0.8%
+5.5%
Added · +388K sh
24Toronto Dominion BK Ont
COM NEW
$1.2B12.48M
0.8%
−7.7%
Reduced · −1.0M sh
25Equinix Inc
COM
$1.2B1.18M
0.7%
+2.6%
Added · +30K sh
26Cheniere Energy Inc
COM NEW
$1.2B4.07M
0.7%
+1.6%
Added · +65K sh
27Sportradar Group AG
CLASS A ORD SHS
$1.1B68.17M
0.7%
Held
28Johnson & Johnson
COM
$1.1B4.54M
0.7%
+28%
Added · +990K sh
29TC Energy Corp
COM
$1.1B17.52M
0.7%
−3.6%
Reduced · −649K sh
30Linde PLC
SHS
$1.0B2.06M
0.7%
+15%
Added · +270K sh
31Shopify Inc
CL A SUB VTG SHS
$986.5M8.31M
0.6%
−5.1%
Reduced · −451K sh
32Walmart Inc
COM
$983.1M7.91M
0.6%
+19%
Added · +1.3M sh
33Palantir Technologies Inc
CL A
$919.7M6.29M
0.6%
+6.7%
Added · +396K sh
34Bank America Corp
COM
$901.1M18.48M
0.6%
+27%
Added · +3.9M sh
35Micron Technology Inc
COM
$882.2M2.61M
0.6%
+32%
Added · +628K sh
36Costco Wholesale Corporation
COM
$873.0M876.1K
0.6%
−10%
Reduced · −99K sh
37Canadian Imperial Bank Of Co
COM
$853.4M9.00M
0.6%
+25%
Added · +1.8M sh
38Bank Montreal Medium
COM
$845.2M6.24M
0.5%
−1.4%
Reduced · −87K sh
39Ares Management Corporation
CL A COM STK
$830.8M7.61M
0.5%
+70%
Added · +3.1M sh
40Ge Aerospace
COM NEW
$825.5M2.91M
0.5%
−8.9%
Reduced · −283K sh
41Netflix Inc.
COM
$816.5M8.49M
0.5%
+17%
Added · +1.2M sh
42Cisco Sys Inc
COM
$767.5M9.89M
0.5%
+27%
Added · +2.1M sh
43Chevron Corporation
COM
$752.3M3.64M
0.5%
+20%
Added · +598K sh
44Enbridge Inc
COM
$748.0M13.80M
0.5%
+23%
Added · +2.6M sh
45Applied Matls Inc
COM
$719.5M2.11M
0.5%
+12%
Added · +232K sh
46Agnico Eagle Mines Ltd
COM
$718.6M3.54M
0.5%
−2.6%
Reduced · −96K sh
47Advanced Micro Devices Inc
COM
$699.5M3.44M
0.5%
−22%
Reduced · −962K sh
48Intuitive Surgical Inc
COM NEW
$690.9M1.50M
0.4%
+7.3%
Added · +102K sh
49Coca Cola Co
COM
$690.4M9.08M
0.4%
+23%
Added · +1.7M sh
50Ishares TR
RUSSELL 2000 ETF
$689.7M2.78M
0.4%
Held
Showing 50 of 1,680 positions

Filing history

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

QuarterAs ofFiledPositionsValueForm
Q1 2026Mar 31, 2026May 15, 20261,680$155.0B13F-HR
Q4 2025Dec 31, 2025Feb 17, 20261,971$149.5B13F-HR
Q3 2025Sep 30, 2025Nov 13, 20251,346$142.4B13F-HR
Q2 2025Jun 30, 2025Aug 14, 20251,345$116.9B13F-HR
Q1 2025Mar 31, 2025May 15, 20251,297$103.0B13F-HR
Q4 2024Dec 31, 2024Feb 13, 20251,398$105.0B13F-HR
Q3 2024Sep 30, 2024Nov 14, 20241,319$105.6B13F-HR
Q2 2024Jun 30, 2024Aug 12, 20241,361$101.8B13F-HR
Q1 2024Mar 31, 2024May 14, 20241,167$95.2B13F-HR
Q4 2023Dec 31, 2023Feb 14, 20241,085$79.2B13F-HR
Q3 2023Sep 30, 2023Nov 9, 2023992$68.4B13F-HR
Q2 2023Jun 30, 2023Aug 9, 2023993$65.9B13F-HR
Q1 2023Mar 31, 2023May 15, 20231,052$63.2B13F-HR
Q4 2022Dec 31, 2022Feb 14, 20231,160$56.4B13F-HR
Q3 2022Sep 30, 2022Nov 14, 20221,193$58.9B13F-HR
Q2 2022Jun 30, 2022Aug 12, 20221,270$60.2B13F-HR
Q1 2022Mar 31, 2022May 13, 20221,323$74.5B13F-HR
Q4 2021Dec 31, 2021Feb 14, 20221,452$94.1B13F-HR
Q3 2021Sep 30, 2021Nov 15, 20211,388$88.3B13F-HR
Q2 2021Jun 30, 2021Nov 16, 20211,170$83.6B13F-HR/A
Q1 2021Mar 31, 2021Aug 16, 20211,294$76.7B13F-HR/A
Q4 2020Dec 31, 2020Feb 17, 20211,394$66.9B13F-HR
Amended / restated
  • Q2 2021 · filed Aug 16, 202113F-HR · superseded
  • Q1 2021 · filed May 17, 202113F-HR · superseded

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.