USS Investment Management Ltd

London, X0 · CIK 1587381 · 13F filing filed 2026-08-11

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyLondon

$25.4bn reported value +7.6% vs Q1 2026

617positions

47.3%in top 10

137 new 247 added 183 reduced 32 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	SPDR SERIES TRUST PORTFOLIO S&P500 SPYM	SPYM	66,398,232	$5.8bn23.01%	23.01%	Unchanged
2	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	1,569,585	$1.1bn4.25%	4.25%	Reduced -1.9m	-1,925,577 -55.1%
3	ISHARES TR CORE S&P500 ETF IVV	IVV	1,283,922	$962.7m3.80%	3.80%	Reduced -1.7m	-1,749,627 -57.7%
4	NVIDIA CORPORATION COM NVDA	NVDA	4,189,694	$837.0m3.30%	3.30%	Reduced -39.4k	-39,399 -0.9%
5	AMAZON COM INC COM AMZN	AMZN	3,359,885	$800.4m3.16%	3.16%	Added +163.4k	+163,363 5.1%
6	MICROSOFT CORP COM MSFT	MSFT	1,810,982	$675.2m2.66%	2.66%	Reduced -23.5k	-23,538 -1.3%
7	APPLE INC COM AAPL	AAPL	2,309,849	$667.9m2.63%	2.63%	Reduced -73.2k	-73,235 -3.1%
8	KLA CORP COM NEW KLAC	KLAC	1,573,410	$474.4m1.87%	1.87%	Added +206.3k	+206,330 15.1%
9	VISA INC COM CL A V	V	974,591	$334.0m1.32%	1.32%	Added +12.6k	+12,563 1.3%
10	ALPHABET INC CAP STK CL A GOOGL	GOOGL	907,443	$324.1m1.28%	1.28%	Reduced -21.2k	-21,184 -2.3%
11	AMPHENOL CORP CL A APH	APH	1,817,788	$320.6m1.26%	1.26%	Added +78.2k	+78,232 4.5%
12	FASTENAL CO COM FAST	FAST	5,988,644	$287.6m1.13%	1.13%	Added +34.5k	+34,485 0.6%
13	FERGUSON ENTERPRISES INC COMMON STOCK NEW FERG	FERG	1,207,760	$286.6m1.13%	1.13%	Added +24.7k	+24,743 2.1%
14	BROADCOM INC COM AVGO	AVGO	756,791	$285.5m1.13%	1.13%	Reduced -9.1k	-9,060 -1.2%
15	ALPHABET INC CAP STK CL C GOOG	GOOG	802,874	$283.7m1.12%	1.12%	Reduced -11.8k	-11,795 -1.4%
16	JOHNSON & JOHNSON COM JNJ	JNJ	1,014,246	$257.6m1.02%	1.02%	Added +21.9k	+21,857 2.2%
17	MICRON TECHNOLOGY INC COM MU	MU	204,848	$235.8m0.93%	0.93%	Added +9.8k	+9,782 5.0%
18	TESLA INC COM TSLA	TSLA	532,480	$223.8m0.88%	0.88%	Added +65.6k	+65,616 14.1%
19	MEDTRONIC PLC SHS MDT	MDT	2,548,558	$199.4m0.79%	0.79%	Added +97.3k	+97,314 4.0%
20	META PLATFORMS INC CL A META	META	353,546	$199.0m0.79%	0.79%	Reduced -2.0k	-2,024 -0.6%
21	COLGATE PALMOLIVE CO COM CL	CL	2,171,891	$199.0m0.79%	0.79%	Reduced -28.9k	-28,853 -1.3%
22	EATON CORP PLC SHS ETN	ETN	437,477	$186.4m0.74%	0.74%	Added +374.7k	+374,659 596.4%
23	PROCTER AND GAMBLE CO COM PG	PG	1,210,581	$177.3m0.70%	0.70%	Added +18.0k	+18,049 1.5%
24	AON PLC SHS CL A AON	AON	520,768	$172.7m0.68%	0.68%	Added +18.3k	+18,288 3.6%
25	ADVANCED MICRO DEVICES INC COM AMD	AMD	291,735	$169.3m0.67%	0.67%	Added +28.0k	+28,004 10.6%
26	ELI LILLY & CO COM LLY	LLY	139,687	$167.6m0.66%	0.66%	Reduced -1.7k	-1,672 -1.2%
27	AUTOZONE INC COM AZO	AZO	47,260	$150.9m0.60%	0.60%	Added +418	+418 0.9%
28	ROLLINS INC COM ROL	ROL	3,536,525	$147.6m0.58%	0.58%	Added +405.2k	+405,188 12.9%
29	S&P GLOBAL INC COM SPGI	SPGI	361,488	$147.0m0.58%	0.58%	Added +13.1k	+13,134 3.8%
30	CISCO SYS INC COM CSCO	CSCO	1,223,094	$143.6m0.57%	0.57%	Added +536.6k	+536,628 78.2%
31	JPMORGAN CHASE & CO COM JPM	JPM	435,160	$142.4m0.56%	0.56%	Reduced -18.1k	-18,073 -4.0%
32	YUM BRANDS INC COM YUM	YUM	864,413	$138.2m0.55%	0.55%	Reduced -110.5k	-110,547 -11.3%
33	OTIS WORLDWIDE CORP COM OTIS	OTIS	1,759,239	$126.0m0.50%	0.50%	Reduced -8.0k	-7,996 -0.5%
34	INTERCONTINENTAL EXCHANGE IN COM ICE	ICE	951,154	$117.1m0.46%	0.46%	Added +4.2k	+4,234 0.5%
35	VERISK ANALYTICS INC COM VRSK	VRSK	649,881	$116.6m0.46%	0.46%	Added +6.8k	+6,846 1.1%
36	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	220,802	$110.5m0.44%	0.44%	Reduced -1.1k	-1,124 -0.5%
37	HOME DEPOT INC COM HD	HD	308,143	$108.6m0.43%	0.43%	Reduced -223.2k	-223,174 -42.0%
38	APPLIED MATLS INC COM AMAT	AMAT	150,041	$108.5m0.43%	0.43%	Added +9.2k	+9,157 6.5%
39	INTEL CORP COM INTC	INTC	760,454	$106.1m0.42%	0.42%	Reduced -58.8k	-58,807 -7.2%
40	LAM RESEARCH CORP COM NEW LRCX	LRCX	236,445	$102.5m0.40%	0.40%	Added +13.2k	+13,200 5.9%
41	APPLOVIN CORP COM CL A APP	APP	176,660	$91.0m0.36%	0.36%	Added +20.8k	+20,842 13.4%
42	CADENCE DESIGN SYSTEM INC COM CDNS	CDNS	236,769	$88.8m0.35%	0.35%	Reduced -287.6k	-287,616 -54.9%
43	FERRARI N V COM RACE	RACE	236,309	$87.5m0.35%	0.35%	Added +7.0k	+6,956 3.0%
44	NU HLDGS LTD ORD SHS CL A NU	NU	6,448,677	$86.2m0.34%	0.34%	Reduced -405.5k	-405,468 -5.9%
45	CLOUDFLARE INC CL A COM NET	NET	330,566	$81.1m0.32%	0.32%	Added +34.2k	+34,244 11.6%
46	ANGLOGOLD ASHANTI PLC COM SHS AU	AU	967,023	$78.2m0.31%	0.31%	Added +304.0k	+304,016 45.9%
47	SPOTIFY TECHNOLOGY S A SHS SPOT	SPOT	170,325	$78.2m0.31%	0.31%	Added +74.8k	+74,844 78.4%
48	ABBVIE INC COM ABBV	ABBV	300,376	$75.5m0.30%	0.30%	Added +1.4k	+1,393 0.5%
49	WALMART INC COM WMT	WMT	661,848	$74.9m0.30%	0.30%	Reduced -41.7k	-41,714 -5.9%
50	NETFLIX INC COM NFLX	NFLX	972,112	$69.4m0.27%	0.27%	Added +85.6k	+85,585 9.7%
51	CREDICORP LTD COM BAP	BAP	176,134	$68.6m0.27%	0.27%	Added +19.8k	+19,776 12.7%
52	MASTERCARD INCORPORATED CL A MA	MA	131,942	$67.8m0.27%	0.27%	Reduced -3.0k	-3,047 -2.3%
53	MARRIOTT INTL INC NEW CL A MAR	MAR	182,493	$67.6m0.27%	0.27%	Reduced -198.2k	-198,174 -52.1%
54	COSTCO WHSL CORP NEW COM COST	COST	69,740	$65.2m0.26%	0.26%	Reduced -2.1k	-2,148 -3.0%
55	GE AEROSPACE COM NEW GE	GE	174,088	$65.0m0.26%	0.26%	Unchanged
56	UNITEDHEALTH GROUP INC COM UNH	UNH	148,793	$61.8m0.24%	0.24%	Reduced -130	-130 -0.1%
57	PALO ALTO NETWORKS INC COM PANW	PANW	179,045	$61.0m0.24%	0.24%	Added +43.6k	+43,597 32.2%
58	SEA LTD SPONSORD ADS SE	SE	623,699	$59.7m0.24%	0.24%	Added +270.0k	+269,963 76.3%
59	CATERPILLAR INC COM CAT	CAT	56,034	$59.6m0.24%	0.24%	Reduced -2.3k	-2,320 -4.0%
60	BANK AMERICA CORP COM BAC	BAC	1,034,242	$58.9m0.23%	0.23%	Reduced -50.0k	-50,041 -4.6%
61	COCA COLA CO COM KO	KO	703,840	$57.2m0.23%	0.23%	Added +54.1k	+54,144 8.3%
62	FOMENTO ECONOMICO MEXICANO S SPON ADR UNITS FMX	FMX	443,243	$56.7m0.22%	0.22%	Reduced -19.4k	-19,381 -4.2%
63	MERCK & CO INC COM MRK	MRK	432,343	$55.5m0.22%	0.22%	Reduced -1.7k	-1,688 -0.4%
64	GOLD FIELDS LTD SPONSORED ADR GFI	GFI	1,631,161	$54.8m0.22%	0.22%	Added +431.0k	+431,010 35.9%
65	INTUITIVE SURGICAL INC COM NEW ISRG	ISRG	136,578	$54.3m0.21%	0.21%	Added +13.9k	+13,912 11.3%
66	ARGENX SE SPONSORED ADR ARGX	ARGX	57,903	$53.8m0.21%	0.21%	Added +45.8k	+45,759 376.8%
67	TEXAS INSTRS INC COM TXN	TXN	176,208	$52.5m0.21%	0.21%	Added +21.3k	+21,277 13.7%
68	BANCO SANTANDER CHILE NEW SP ADR REP COM BSAC	BSAC	1,561,544	$51.4m0.20%	0.20%	Unchanged
69	MARVELL TECHNOLOGY INC COM MRVL	MRVL	172,407	$51.3m0.20%	0.20%	Added +8.7k	+8,682 5.3%
70	MERCADOLIBRE INC COM MELI	MELI	29,868	$50.7m0.20%	0.20%	Reduced -4.0k	-3,970 -11.7%
71	GOLDMAN SACHS GROUP INC COM GS	GS	49,477	$50.0m0.20%	0.20%	Reduced -2.7k	-2,716 -5.2%
72	SHOPIFY INC CL A SUB VTG SHS SHOP	SHOP	436,547	$49.9m0.20%	0.20%	Added +33.5k	+33,508 8.3%
73	INTERNATIONAL BUSINESS MACHS COM IBM	IBM	171,018	$48.1m0.19%	0.19%	Added +19.3k	+19,300 12.7%
74	ASTRAZENECA PLC ORD AZN	AZN	255,043	$47.7m0.19%	0.19%	Reduced -424	-424 -0.2%
75	ROYAL BK CDA COM RY	RY	224,774	$46.4m0.18%	0.18%	Reduced -4.1k	-4,130 -1.8%
76	PDD HOLDINGS INC SPONSORED ADS PDD	PDD	581,284	$44.3m0.17%	0.17%	Reduced -116.4k	-116,352 -16.7%
77	WEST PHARMACEUTICAL SVSC INC COM WST	WST	123,343	$44.3m0.17%	0.17%	Added +104.1k	+104,136 542.2%
78	PALANTIR TECHNOLOGIES INC CL A PLTR	PLTR	379,094	$44.2m0.17%	0.17%	Added +39.4k	+39,441 11.6%
79	CROWDSTRIKE HLDGS INC CL A CRWD	CRWD	57,554	$43.9m0.17%	0.17%	Added +15.2k	+15,243 36.0%
80	SEAGATE TECHNOLOGY HLDNGS PL ORD SHS STX	STX	45,018	$43.4m0.17%	0.17%	Added +2.1k	+2,090 4.9%
81	MORGAN STANLEY COM NEW MS	MS	206,196	$43.1m0.17%	0.17%	Reduced -573	-573 -0.3%
82	SANDISK CORP COM SNDK	SNDK	18,810	$42.7m0.17%	0.17%	New
83	AXON ENTERPRISE INC COM AXON	AXON	76,122	$42.7m0.17%	0.17%	Added +14.0k	+14,048 22.6%
84	SOUTHERN COPPER CORP COM SCCO	SCCO	240,172	$41.8m0.17%	0.17%	Added +90.1k	+90,076 60.0%
85	QUALCOMM INC COM QCOM	QCOM	225,271	$41.6m0.16%	0.16%	Added +32.7k	+32,683 17.0%
86	ORACLE CORP COM ORCL	ORCL	281,622	$41.3m0.16%	0.16%	Added +6.4k	+6,420 2.3%
87	CORNING INC COM GLW	GLW	159,465	$40.7m0.16%	0.16%	Added +19.9k	+19,900 14.3%
88	CITIGROUP INC COM NEW C	C	290,040	$40.6m0.16%	0.16%	Reduced -16.6k	-16,611 -5.4%
89	WELLS FARGO CO NEW COM WFC	WFC	490,589	$40.5m0.16%	0.16%	Reduced -44.4k	-44,403 -8.3%
90	LINDE PLC SHS LIN	LIN	76,502	$39.7m0.16%	0.16%	Reduced -1.4k	-1,373 -1.8%
91	WESTERN DIGITAL CORP COM WDC	WDC	60,716	$38.8m0.15%	0.15%	New
92	REDDIT INC CL A RDDT	RDDT	222,559	$38.7m0.15%	0.15%	Added +55.5k	+55,502 33.2%
93	ANALOG DEVICES INC COM ADI	ADI	96,774	$38.4m0.15%	0.15%	Added +10.5k	+10,500 12.2%
94	ASCENDIS PHARMA A/S ORD SHS ASND	ASND	141,010	$37.6m0.15%	0.15%	New
95	ARISTA NETWORKS INC COM SHS ANET	ANET	213,191	$36.2m0.14%	0.14%	Added +33.8k	+33,773 18.8%
96	AMGEN INC COM AMGN	AMGN	96,817	$35.1m0.14%	0.14%	Added +1.8k	+1,786 1.9%
97	THERMO FISHER SCIENTIFIC INC COM TMO	TMO	66,873	$33.5m0.13%	0.13%	Added +1.1k	+1,072 1.6%
98	PEPSICO INC COM PEP	PEP	247,357	$33.5m0.13%	0.13%	Added +18.1k	+18,100 7.9%
99	MODINE MFG CO COM MOD	MOD	122,440	$32.7m0.13%	0.13%	New
100	SAMSARA INC COM CL A IOT	IOT	998,506	$32.4m0.13%	0.13%	Added +107.8k	+107,781 12.1%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
HONEYWELL INTL INC		55,330	$25.0m55.3k shares
ISHARES TR MCHI	MCHI	436,824	$24.5m436.8k shares
ISHARES TR INDA	INDA	331,784	$15.5m331.8k shares
ATLASSIAN CORPORATION TEAM	TEAM	170,281	$11.6m170.3k shares
CARNIVAL CORP		207,993	$5.4m208.0k shares
AMRIZE LTD AMRZ	AMRZ	92,133	$5.0m92.1k shares
INVITATION HOMES INC INVH	INVH	173,892	$4.3m173.9k shares
SUNBELT RENTALS HOLDINGS INC SUNB	SUNB	66,618	$4.2m66.6k shares
DUPONT DE NEMOURS INC DWDP	DWDP	27,122	$3.7m27.1k shares
MCCORMICK & CO INC MKC	MKC	71,571	$3.6m71.6k shares
TRACTOR SUPPLY CO TSCO	TSCO	79,391	$3.6m79.4k shares
WEYERHAEUSER CO MTN BE WY	WY	145,267	$3.5m145.3k shares
GENUINE PARTS CO GPC	GPC	31,728	$3.4m31.7k shares
TRIMBLE INC TRMB	TRMB	49,470	$3.2m49.5k shares
COSTAR GROUP INC CSGP	CSGP	78,020	$3.1m78.0k shares
CDW CORP CDW	CDW	24,527	$3.0m24.5k shares
SUPER MICRO COMPUTER INC SMCI	SMCI	121,997	$2.8m122.0k shares
GARTNER INC IT	IT	15,989	$2.5m16.0k shares
HUBSPOT INC HUBS	HUBS	10,364	$2.5m10.4k shares
GEN DIGITAL INC GEN	GEN	127,407	$2.4m127.4k shares
THOMSON REUTERS CORP		26,598	$2.4m26.6k shares
PINTEREST INC PINS	PINS	122,270	$2.2m122.3k shares
SOLSTICE ADVANCED MATLS INC SOLS	SOLS	27,301	$2.1m27.3k shares
AERCAP HOLDINGS NV AER	AER	14,637	$2.0m14.6k shares
THE TRADE DESK INC TTD	TTD	86,800	$2.0m86.8k shares