VARMA MUTUAL PENSION INSURANCE CO

PrivateCIK: 1698484
319
Positions
$16.98B
Total AUM (reported)
251.92M
Total Shares

Allocation by class

TOTAL AUM$16.98B319 positions
COM$6.97B41.1%
EXPANDED TECH$1.63B9.6%
MSCI NORTH AMER$1.50B8.8%
MSCI CLIMATE 500$1.35B8.0%
STATE STREET ENE$861.76M5.1%
XTRACKERS MSCI E$766.08M4.5%
CL A$513.28M3.0%

Portfolio Concentration

Top 326.4%4–1024.3%11–2514.5%Rest34.9%TOP 1050.7%0%100%
Top 3$4.48B26.4%
4–10$4.12B24.3%
11–25$2.46B14.5%
Rest$5.92B34.9%

Top 3 weight

26.4%

Top 10 weight

50.7%

Voting Authority Distribution

Total shares with voting rights: 251.92M

Sole

Full voting authority

251.92M

shares

% of voting shares100.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole319
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings319
Rows:

ISHARES TR

SOLE
EXPANDED TECH
Shares20.36M
TypeSH
Market value$1.63B
9.60%
Sole
20.36M
Shared
0.00
None
0.00

INVESCO EXCH TRADED FD TR II

SOLE
MSCI NORTH AMER
Shares56.04M
TypeSH
Market value$1.50B
8.82%
Sole
56.04M
Shared
0.00
None
0.00

INVESCO EXCH TRADED FD TR II

SOLE
MSCI CLIMATE 500
Shares44.93M
TypeSH
Market value$1.35B
7.97%
Sole
44.93M
Shared
0.00
None
0.00

SELECT SECTOR SPDR TR

SOLE
STATE STREET ENE
Shares14.07M
TypeSH
Market value$861.76M
5.08%
Sole
14.07M
Shared
0.00
None
0.00

DBX ETF TR

SOLE
XTRACKERS MSCI E
Shares20.62M
TypeSH
Market value$766.08M
4.51%
Sole
20.62M
Shared
0.00
None
0.00

NVIDIA CORPORATION

SOLE
COM
Shares3.91M
TypeSH
Market value$681.60M
4.01%
Sole
3.91M
Shared
0.00
None
0.00

APPLE INC

SOLE
COM
Shares2.44M
TypeSH
Market value$618.46M
3.64%
Sole
2.44M
Shared
0.00
None
0.00

ALPHABET INC

SOLE
CAP STK CL A
Shares1.54M
TypeSH
Market value$443.47M
2.61%
Sole
1.54M
Shared
0.00
None
0.00

MICROSOFT CORP

SOLE
COM
Shares1.12M
TypeSH
Market value$413.88M
2.44%
Sole
1.12M
Shared
0.00
None
0.00

BLACKROCK ETF TRUST

SOLE
ISHARES US CARBO
Shares4.81M
TypeSH
Market value$337.64M
1.99%
Sole
4.81M
Shared
0.00
None
0.00

AMAZON COM INC

SOLE
COM
Shares1.56M
TypeSH
Market value$324.30M
1.91%
Sole
1.56M
Shared
0.00
None
0.00

KRANESHARES TRUST

SOLE
CSI CHI INTERNET
Shares8.89M
TypeSH
Market value$252.63M
1.49%
Sole
8.89M
Shared
0.00
None
0.00

INVESCO QQQ TR

SOLE
UNIT SER 1
Shares400K
TypeSH
Market value$230.87M
1.36%
Sole
400K
Shared
0.00
None
0.00

VANGUARD SCOTTSDALE FDS

SOLE
INT-TERM CORP
Shares2.70M
TypeSH
Market value$223.43M
1.32%
Sole
2.70M
Shared
0.00
None
0.00

META PLATFORMS INC

SOLE
CL A
Shares380.89K
TypeSH
Market value$217.92M
1.28%
Sole
380.89K
Shared
0.00
None
0.00

BROADCOM INC

SOLE
COM
Shares621.93K
TypeSH
Market value$192.49M
1.13%
Sole
621.93K
Shared
0.00
None
0.00

TESLA INC

SOLE
COM
Shares414.02K
TypeSH
Market value$153.91M
0.91%
Sole
414.02K
Shared
0.00
None
0.00

JPMORGAN CHASE & CO

SOLE
COM
Shares450.51K
TypeSH
Market value$132.52M
0.78%
Sole
450.51K
Shared
0.00
None
0.00

TAIWAN SEMICONDUCTOR MANUFAC

SOLE
SPONSORED ADS
Shares364.60K
TypeSH
Market value$123.22M
0.73%
Sole
364.60K
Shared
0.00
None
0.00

VANGUARD SCOTTSDALE FDS

SOLE
LG-TERM COR BD
Shares1.60M
TypeSH
Market value$119.55M
0.70%
Sole
1.60M
Shared
0.00
None
0.00

EXXON MOBIL CORP

SOLE
COM
Shares662.80K
TypeSH
Market value$112.45M
0.66%
Sole
662.80K
Shared
0.00
None
0.00

ELI LILLY & CO

SOLE
COM
Shares117.87K
TypeSH
Market value$108.41M
0.64%
Sole
117.87K
Shared
0.00
None
0.00

JOHNSON & JOHNSON

SOLE
COM
Shares381.36K
TypeSH
Market value$93.22M
0.55%
Sole
381.36K
Shared
0.00
None
0.00

VISA INC

SOLE
COM CL A
Shares291.34K
TypeSH
Market value$88.05M
0.52%
Sole
291.34K
Shared
0.00
None
0.00

WALMART INC

SOLE
COM
Shares665.37K
TypeSH
Market value$82.69M
0.49%
Sole
665.37K
Shared
0.00
None
0.00
Page 1 of 13