Filed: 10/22/2025ACC: 0001658020-25-000013
📋 What this filing means
RAILWAY PENSION INVESTMENTS LTD filed this quarterly 13F‑HR report disclosing 117 equity positions with a total reported market value of $7.38B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
117
Positions
$7.38B
Total AUM (reported)
44.53M
Total Shares
Allocation by class
COM$6.07B82.2%
CL A$460.91M6.2%
CAP STK CL A$265.42M3.6%
COM NEW$257.61M3.5%
COM CL A$200.54M2.7%
ORD$34.42M0.5%
SHS$23.29M0.3%
Portfolio Concentration
Top 3$950.66M12.9%
4–10$1.35B18.2%
11–25$2.43B32.9%
Rest$2.65B35.9%
Top 3 weight
12.9%
Top 10 weight
31.1%
Voting Authority Distribution
Total shares with voting rights: 44.53M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
44.53M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole117
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings117
Rows:
MICROSOFT CORP
SOLEShares935.80K
TypeSH
Market value$484.70M
6.57%
Sole
0.00
Shared
0.00
None
935.80K
ALPHABET INC
SOLEShares1.09M
TypeSH
Market value$265.42M
3.60%
Sole
0.00
Shared
0.00
None
1.09M
VISA INC
SOLEShares587.44K
TypeSH
Market value$200.54M
2.72%
Sole
0.00
Shared
0.00
None
587.44K
ABBVIE INC
SOLEShares853.95K
TypeSH
Market value$197.72M
2.68%
Sole
0.00
Shared
0.00
None
853.95K
AMAZON COM INC
SOLEShares895.40K
TypeSH
Market value$196.60M
2.66%
Sole
0.00
Shared
0.00
None
895.40K
JOHNSON & JOHNSON
SOLEShares1.05M
TypeSH
Market value$194.92M
2.64%
Sole
0.00
Shared
0.00
None
1.05M
NVIDIA CORPORATION
SOLEShares1.03M
TypeSH
Market value$191.39M
2.59%
Sole
0.00
Shared
0.00
None
1.03M
IDEXX LABS INC
SOLEShares296.53K
TypeSH
Market value$189.45M
2.57%
Sole
0.00
Shared
0.00
None
296.53K
META PLATFORMS INC
SOLEShares257.32K
TypeSH
Market value$188.97M
2.56%
Sole
0.00
Shared
0.00
None
257.32K
PALO ALTO NETWORKS INC
SOLEShares921.51K
TypeSH
Market value$187.64M
2.54%
Sole
0.00
Shared
0.00
None
921.51K
MASTERCARD INCORPORATED
SOLEShares329.60K
TypeSH
Market value$187.48M
2.54%
Sole
0.00
Shared
0.00
None
329.60K
BROADCOM INC
SOLEShares563.69K
TypeSH
Market value$185.97M
2.52%
Sole
0.00
Shared
0.00
None
563.69K
APPLE INC
SOLEShares726.65K
TypeSH
Market value$185.03M
2.51%
Sole
0.00
Shared
0.00
None
726.65K
CHENIERE ENERGY INC
SOLEShares777.20K
TypeSH
Market value$182.63M
2.47%
Sole
0.00
Shared
0.00
None
777.20K
NEXTERA ENERGY INC
SOLEShares2.36M
TypeSH
Market value$177.90M
2.41%
Sole
0.00
Shared
0.00
None
2.36M
SERVICENOW INC
SOLEShares184.40K
TypeSH
Market value$169.70M
2.30%
Sole
0.00
Shared
0.00
None
184.40K
TEXAS INSTRS INC
SOLEShares899.39K
TypeSH
Market value$165.24M
2.24%
Sole
0.00
Shared
0.00
None
899.39K
EQUINIX INC
SOLEShares204.17K
TypeSH
Market value$159.91M
2.17%
Sole
0.00
Shared
0.00
None
204.17K
S&P GLOBAL INC
SOLEShares327.20K
TypeSH
Market value$159.25M
2.16%
Sole
0.00
Shared
0.00
None
327.20K
PUBLIC SVC ENTERPRISE GRP IN
SOLEShares1.90M
TypeSH
Market value$158.39M
2.15%
Sole
0.00
Shared
0.00
None
1.90M
GILEAD SCIENCES INC
SOLEShares1.42M
TypeSH
Market value$157.14M
2.13%
Sole
0.00
Shared
0.00
None
1.42M
THERMO FISHER SCIENTIFIC INC
SOLEShares318.77K
TypeSH
Market value$154.61M
2.09%
Sole
0.00
Shared
0.00
None
318.77K
DANAHER CORPORATION
SOLEShares689.90K
TypeSH
Market value$136.78M
1.85%
Sole
0.00
Shared
0.00
None
689.90K
OREILLY AUTOMOTIVE INC
SOLEShares1.21M
TypeSH
Market value$130.29M
1.77%
Sole
0.00
Shared
0.00
None
1.21M
LPL FINL HLDGS INC
SOLEShares363.40K
TypeSH
Market value$120.90M
1.64%
Sole
0.00
Shared
0.00
None
363.40K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | COM | 935.80K | SH | $484.70M 6.57% | 0.00 | 0.00 | 935.80K |
ALPHABET INCSOLE | CAP STK CL A | 1.09M | SH | $265.42M 3.60% | 0.00 | 0.00 | 1.09M |
VISA INCSOLE | COM CL A | 587.44K | SH | $200.54M 2.72% | 0.00 | 0.00 | 587.44K |
ABBVIE INCSOLE | COM | 853.95K | SH | $197.72M 2.68% | 0.00 | 0.00 | 853.95K |
AMAZON COM INCSOLE | COM | 895.40K | SH | $196.60M 2.66% | 0.00 | 0.00 | 895.40K |
JOHNSON & JOHNSONSOLE | COM | 1.05M | SH | $194.92M 2.64% | 0.00 | 0.00 | 1.05M |
NVIDIA CORPORATIONSOLE | COM | 1.03M | SH | $191.39M 2.59% | 0.00 | 0.00 | 1.03M |
IDEXX LABS INCSOLE | COM | 296.53K | SH | $189.45M 2.57% | 0.00 | 0.00 | 296.53K |
META PLATFORMS INCSOLE | CL A | 257.32K | SH | $188.97M 2.56% | 0.00 | 0.00 | 257.32K |
PALO ALTO NETWORKS INCSOLE | COM | 921.51K | SH | $187.64M 2.54% | 0.00 | 0.00 | 921.51K |
MASTERCARD INCORPORATEDSOLE | CL A | 329.60K | SH | $187.48M 2.54% | 0.00 | 0.00 | 329.60K |
BROADCOM INCSOLE | COM | 563.69K | SH | $185.97M 2.52% | 0.00 | 0.00 | 563.69K |
APPLE INCSOLE | COM | 726.65K | SH | $185.03M 2.51% | 0.00 | 0.00 | 726.65K |
CHENIERE ENERGY INCSOLE | COM NEW | 777.20K | SH | $182.63M 2.47% | 0.00 | 0.00 | 777.20K |
NEXTERA ENERGY INCSOLE | COM | 2.36M | SH | $177.90M 2.41% | 0.00 | 0.00 | 2.36M |
SERVICENOW INCSOLE | COM | 184.40K | SH | $169.70M 2.30% | 0.00 | 0.00 | 184.40K |
TEXAS INSTRS INCSOLE | COM | 899.39K | SH | $165.24M 2.24% | 0.00 | 0.00 | 899.39K |
EQUINIX INCSOLE | COM | 204.17K | SH | $159.91M 2.17% | 0.00 | 0.00 | 204.17K |
S&P GLOBAL INCSOLE | COM | 327.20K | SH | $159.25M 2.16% | 0.00 | 0.00 | 327.20K |
PUBLIC SVC ENTERPRISE GRP INSOLE | COM | 1.90M | SH | $158.39M 2.15% | 0.00 | 0.00 | 1.90M |
GILEAD SCIENCES INCSOLE | COM | 1.42M | SH | $157.14M 2.13% | 0.00 | 0.00 | 1.42M |
THERMO FISHER SCIENTIFIC INCSOLE | COM | 318.77K | SH | $154.61M 2.09% | 0.00 | 0.00 | 318.77K |
DANAHER CORPORATIONSOLE | COM | 689.90K | SH | $136.78M 1.85% | 0.00 | 0.00 | 689.90K |
OREILLY AUTOMOTIVE INCSOLE | COM | 1.21M | SH | $130.29M 1.77% | 0.00 | 0.00 | 1.21M |
LPL FINL HLDGS INCSOLE | COM | 363.40K | SH | $120.90M 1.64% | 0.00 | 0.00 | 363.40K |
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