Railway Pension Investments Ltd

13F filer, CIK 1658020, LONDON, United Kingdom

Railway Pension Investments Ltd reported $8,344,546,588 across 215 holdings for the quarter ended 2024-09-30, in a 13F-HR filed 2024-11-13. Its ten largest share positions make up 17.17% of the portfolio.

Filed 2024-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC13F-HR 0001658020-24-000015

Period: 2024-09-30
Reported value: $8.34B
Holdings: 215
Top 10 weight: 17.17%
New: 14
Sold out: 18

Largest buys vs the previous quarter

Security	Shares change	Approx. value
AVGOadded	+687,851	$119M
KOnew	+600,300	$43.1M
CTASadded	+176,922	$36.4M
AAPLadded	+146,100	$34M
PMadded	+234,000	$28.4M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

Security	Shares change	Approx. value
LLYexited	-100,352	-$90.9M
METAreduced	-121,600	-$69.6M
MSFTreduced	-124,400	-$53.5M
PEPreduced	-289,200	-$49.2M
NOWreduced	-48,800	-$43.6M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q3 2024

Share positions as resolved from 13F-HR 0001658020-24-000015, largest first. % of portfolio is the value over $8,344,546,588, the sum of the share positions whose value is usable for ratios (method).

Security	Shares	Value	% of portfolio	Change	Timeline
MSFTMICROSOFT CORP	414,300	$178M	2.14%	-124,400	Timeline
JNJJOHNSON & JOHNSON	963,936	$156M	1.87%	-3,200	Timeline
NOWSERVICENOW INC	171,000	$153M	1.83%	-48,800	Timeline
WMTWALMART INC	1,760,597	$142M	1.7%	-232,300	Timeline
ABBVABBVIE INC	700,768	$138M	1.66%	+50,800	Timeline
METAMETA PLATFORMS INC	239,220	$137M	1.64%	-121,600	Timeline
ACNACCENTURE PLC IRELAND	382,682	$135M	1.62%	-48,100	Timeline
AVGOBROADCOM INC	764,690	$132M	1.58%	+687,851	Timeline
AAPLAPPLE INC	559,852	$130M	1.56%	+146,100	Timeline
NEENEXTERA ENERGY INC	1,542,432	$130M	1.56%	-332,900	Timeline
SPGIS&P GLOBAL INC	252,300	$130M	1.56%	-67,400	Timeline
GOOGLALPHABET INC	769,820	$128M	1.53%	-98,600	Timeline
PGPROCTER & GAMBLE CO	696,363	$121M	1.45%	-60,200	Timeline
GILDGILEAD SCIENCES INC	1,434,165	$120M	1.44%	-50,000	Timeline
EQIXEQUINIX INC	134,869	$120M	1.43%	-26,900	Timeline
AMZNAMAZON COM INC	638,300	$119M	1.43%	-168,100	Timeline
CSCOCISCO SYS INC	2,220,576	$118M	1.42%	+81,200	Timeline
CEGCONSTELLATION ENERGY CORP	451,800	$117M	1.41%	+34,500	Timeline
VVISA INC	386,039	$106M	1.27%	-95,600	Timeline
PANWPALO ALTO NETWORKS INC	307,853	$105M	1.26%	-58,700	Timeline
MRKMERCK & CO INC	922,415	$105M	1.26%	-326,495	Timeline
ORLYOREILLY AUTOMOTIVE INC	90,821	$105M	1.25%	-10,400	Timeline
MOALTRIA GROUP INC	1,961,000	$100M	1.2%	+34,500	Timeline
TXNTEXAS INSTRS INC	478,786	$98.9M	1.19%	-109,300	Timeline
IDXXIDEXX LABS INC	193,030	$97.5M	1.17%	-21,300	Timeline
DHRDANAHER CORP DEL	350,099	$97.3M	1.17%	-92,500	Timeline
CLCOLGATE PALMOLIVE CO	933,796	$96.9M	1.16%	-25,200	Timeline
ELVELEVANCE HEALTH INC FORMERLY	185,027	$96.2M	1.15%	-17,600	Timeline
FCXFREEPORT MCMORAN INC	1,882,400	$94M	1.13%	+535,900	Timeline
TECKTECK RESOURCES LTD	1,768,600	$92.4M	1.11%	+433,000	Timeline
LNGCHENIERE ENERGY INC	511,000	$91.9M	1.1%	+129,200	Timeline
TMOTHERMO FISHER SCIENTIFIC INC	146,370	$90.5M	1.09%	-46,600	Timeline
AZOAUTOZONE INC	27,727	$87.3M	1.05%	-2,600	Timeline
COSTCOSTCO WHOLESALE CORPORATION	97,142	$86.1M	1.03%	-14,300	Timeline
ALGNALIGN TECHNOLOGY INC	326,361	$83M	0.99%	-41,500	Timeline
CCJCAMECO CORP	1,706,900	$81.5M	0.98%	+484,600	Timeline
PMPHILIP MORRIS INTL INC	657,440	$79.8M	0.96%	+234,000	Timeline
CNPCENTERPOINT ENERGY INC	2,703,745	$79.5M	0.95%	+645,700	Timeline
EWEDWARDS LIFESCIENCES CORP	1,174,280	$77.5M	0.93%	-238,900	Timeline
FASTFASTENAL CO	1,080,455	$77.2M	0.92%	-142,200	Timeline
GWWWW GRAINGER INC	73,488	$76.3M	0.91%	-13,628	Timeline
KRKROGER CO	1,329,710	$76.2M	0.91%	-118,400	Timeline
MCKMCKESSON CORP	146,222	$72.3M	0.87%	-14,100	Timeline
EQTEQT CORP	1,963,000	$71.9M	0.86%	+451,500	Timeline
CVXCHEVRON CORPORATION	487,400	$71.8M	0.86%	+120,300	Timeline
EOGEOG RES INC	536,700	$66M	0.79%	+131,400	Timeline
KLACKLA CORP	84,841	$65.7M	0.79%	+600	Timeline
HDHOME DEPOT INC	156,958	$63.6M	0.76%	0	Timeline
BAHBOOZ ALLEN HAMILTON HLDG COR	386,400	$62.9M	0.75%	-51,400	Timeline
HCAHCA HEALTHCARE INC	150,667	$61.2M	0.73%	+15,100	Timeline
FICOFAIR ISAAC CORP	30,200	$58.7M	0.7%	0	Timeline
OTISOTIS WORLDWIDE CORP	563,900	$58.6M	0.7%	0	Timeline
HPQHP INC	1,571,815	$56.4M	0.68%	+160,900	Timeline
ITGARTNER INC	110,578	$56M	0.67%	0	Timeline
CMSCMS ENERGY CORP	790,900	$55.9M	0.67%	0	Timeline
CORCENCORA INC	243,429	$54.8M	0.66%	-13,100	Timeline
CDNSCADENCE DESIGN SYSTEM INC	194,900	$52.8M	0.63%	-43,200	Timeline
BKNGBOOKING HOLDINGS INC	12,300	$51.8M	0.62%	0	Timeline
DASHDOORDASH INC	344,212	$49.1M	0.59%	0	Timeline
LINLINDE PLC	103,000	$49.1M	0.59%	-3,900	Timeline
MSIMOTOROLA SOLUTIONS INC	108,400	$48.7M	0.58%	0	Timeline
CTASCINTAS CORP	235,896	$48.6M	0.58%	+176,922	Timeline
PEPPEPSICO INC	283,284	$48.2M	0.58%	-289,200	Timeline
AMATAPPLIED MATLS INC	235,268	$47.5M	0.57%	+1,300	Timeline
NVRNVR INC	4,794	$47M	0.56%	0	Timeline
UNHUNITEDHEALTH GROUP INC	80,256	$46.9M	0.56%	-24,100	Timeline
CATCATERPILLAR INC	118,300	$46.3M	0.55%	+2,400	Timeline
HOODROBINHOOD MKTS INC	1,937,274	$45.4M	0.54%	0	Timeline
FTNTFORTINET INC	572,605	$44.4M	0.53%	0	Timeline
KOCOCA COLA CO	600,300	$43.1M	0.52%	new	Timeline
ROLROLLINS INC	851,917	$43.1M	0.52%	+13,900	Timeline
DDOGDATADOG INC	371,761	$42.8M	0.51%	-161,500	Timeline
CTSHCOGNIZANT TECHNOLOGY SOLUTIO	548,480	$42.3M	0.51%	0	Timeline
VLTOVERALTO CORP	378,099	$42.3M	0.51%	+57,000	Timeline
NDAQNASDAQ INC	567,900	$41.5M	0.5%	0	Timeline
NTAPNETAPP INC	334,663	$41.3M	0.5%	+18,400	Timeline
ORCLORACLE CORP	239,900	$40.9M	0.49%	+109,900	Timeline
CHDCHURCH & DWIGHT CO INC	373,899	$39.2M	0.47%	-8,200	Timeline
SNASNAP ON INC	135,024	$39.1M	0.47%	0	Timeline
TJXTJX COS INC NEW	332,800	$39.1M	0.47%	+59,800	Timeline
AMGNAMGEN INC	120,700	$38.9M	0.47%	-19,600	Timeline
IBMINTERNATIONAL BUSINESS MACHS	165,100	$36.5M	0.44%	+114,500	Timeline
CVSCVS HEALTH CORP	573,446	$36.1M	0.43%	0	Timeline
CHKPCHECK POINT SOFTWARE TECH LT	186,929	$36M	0.43%	0	Timeline
KMBKIMBERLY-CLARK CORP	249,140	$35.4M	0.42%	-1,400	Timeline
RSGREPUBLIC SVCS INC	169,321	$34M	0.41%	-28,200	Timeline
WMWASTE MGMT INC DEL	155,576	$32.3M	0.39%	-27,700	Timeline
PTCPTC INC	178,700	$32.3M	0.39%	+44,300	Timeline
CMCSACOMCAST CORP NEW	767,400	$32.1M	0.38%	0	Timeline
LOWLOWES COS INC	117,883	$31.9M	0.38%	+7,100	Timeline
CRWDCROWDSTRIKE HLDGS INC	111,020	$31.1M	0.37%	-47,000	Timeline
NTNXNUTANIX INC	511,641	$30.3M	0.36%	0	Timeline
NUENUCOR CORP	197,852	$29.7M	0.36%	-46,800	Timeline
JPMJPMORGAN CHASE & CO	138,000	$29.1M	0.35%	+15,400	Timeline
BILLBILL HOLDINGS INC	549,946	$29M	0.35%	0	Timeline
VZVERIZON COMMUNICATIONS INC	644,500	$28.9M	0.35%	-24,400	Timeline
NVTNVENT ELEC PLC	395,381	$27.8M	0.33%	+229,300	Timeline
CNCCENTENE CORP DEL	367,200	$27.6M	0.33%	+68,500	Timeline
SOLVSOLVENTUM CORP	395,161	$27.6M	0.33%	+155,900	Timeline
ELLAUDER ESTEE COS INC	271,500	$27.1M	0.32%	+53,200	Timeline
ABTABBOTT LABORATORIES	233,000	$26.6M	0.32%	+67,700	Timeline
ADPAUTOMATIC DATA PROCESSING IN	94,800	$26.2M	0.31%	+27,800	Timeline
ETNEATON CORP PLC	78,000	$25.9M	0.31%	-2,200	Timeline
OCOWENS CORNING NEW	142,500	$25.2M	0.3%	0	Timeline
STLDSTEEL DYNAMICS INC	196,800	$24.8M	0.3%	-26,336	Timeline
OWLBLUE OWL CAPITAL INC	1,268,900	$24.6M	0.29%	+696,300	Timeline
XYZBLOCK INC	354,123	$23.8M	0.28%	0	Timeline
ITWILLINOIS TOOL WKS INC	90,663	$23.8M	0.28%	+8,800	Timeline
UTHRUNITED THERAPEUTICS CORP DEL	66,200	$23.7M	0.28%	0	Timeline
CGNXCOGNEX CORP	581,600	$23.6M	0.28%	0	Timeline
FOXAFOX CORP	491,200	$20.8M	0.25%	0	Timeline
PHMPULTE GROUP INC	143,739	$20.6M	0.25%	+9,200	Timeline
LULULULULEMON ATHLETICA INC	75,000	$20.4M	0.24%	-30,700	Timeline
BSXBOSTON SCIENTIFIC CORP	242,000	$20.3M	0.24%	+25,500	Timeline
JBLJABIL INC	158,100	$18.9M	0.23%	0	Timeline
GISGENERAL MILLS INC	254,290	$18.8M	0.23%	-518,900	Timeline
MRSHMARSH & MCLENNAN COS INC	83,700	$18.7M	0.22%	new	Timeline
TENBTENABLE HLDGS INC	449,732	$18.2M	0.22%	0	Timeline
TECHBIO-TECHNE CORP	226,700	$18.1M	0.22%	0	Timeline
DPZDOMINOS PIZZA INC	41,600	$17.9M	0.21%	0	Timeline
RHIROBERT HALF INC.	262,767	$17.7M	0.21%	0	Timeline
IRMIRON MTN INC DEL	147,900	$17.6M	0.21%	0	Timeline
BMYBRISTOL-MYERS SQUIBB CO	338,300	$17.5M	0.21%	+13,600	Timeline
OKTAOKTA INC	225,296	$16.7M	0.2%	0	Timeline
PGRPROGRESSIVE CORP	65,500	$16.6M	0.2%	+48,500	Timeline
PAYXPAYCHEX INC	121,837	$16.3M	0.2%	0	Timeline
CAHCARDINAL HEALTH INC	144,200	$15.9M	0.19%	+22,200	Timeline
LHLABCORP HOLDINGS INC	71,300	$15.9M	0.19%	0	Timeline
REGNREGENERON PHARMACEUTICALS	15,000	$15.8M	0.19%	-9,000	Timeline
ABNBAIRBNB INC	122,077	$15.5M	0.19%	0	Timeline
INTUINTUIT	24,100	$15M	0.18%	+14,000	Timeline
EAELECTRONIC ARTS INC	101,501	$14.6M	0.17%	+5,400	Timeline
DVADAVITA INC	87,256	$14.3M	0.17%	0	Timeline
GHGUARDANT HEALTH INC	620,878	$14.2M	0.17%	0	Timeline
MOHMOLINA HEALTHCARE INC	41,300	$14.2M	0.17%	0	Timeline
ETSYETSY INC	251,170	$13.9M	0.17%	+66,100	Timeline
HOLXHOLOGIC INC	165,700	$13.5M	0.16%	0	Timeline
BALLBALL CORP	198,200	$13.5M	0.16%	0	Timeline
PHPARKER-HANNIFIN CORP	21,300	$13.5M	0.16%	0	Timeline
CBCHUBB LIMITED	46,300	$13.4M	0.16%	0	Timeline
TDGTRANSDIGM GROUP INC	9,200	$13.1M	0.16%	0	Timeline
CBRECBRE GROUP INC	105,200	$13.1M	0.16%	+67,000	Timeline
TWLOTWILIO INC	199,727	$13M	0.16%	0	Timeline
TTTRANE TECHNOLOGIES PLC	33,500	$13M	0.16%	0	Timeline
ARGXARGENX SE	22,800	$12.4M	0.15%	new	Timeline
ROPROPER TECHNOLOGIES INC	22,200	$12.4M	0.15%	+5,800	Timeline
PKGPACKAGING CORP AMER	57,000	$12.3M	0.15%	+13,000	Timeline
TAPMOLSON COORS BEVERAGE CO	206,600	$11.9M	0.14%	0	Timeline
WCNWASTE CONNECTIONS INC	64,900	$11.6M	0.14%	0	Timeline
ADBEADOBE INC	22,100	$11.4M	0.14%	+18,500	Timeline
MASMASCO CORP	134,350	$11.3M	0.14%	0	Timeline
VRTXVERTEX PHARMACEUTICALS INC	23,700	$11M	0.13%	-49,400	Timeline
SYKSTRYKER CORPORATION	30,300	$10.9M	0.13%	+700	Timeline
EXPDEXPEDITORS INTL WASH INC	83,000	$10.9M	0.13%	0	Timeline
AFLAFLAC INC	90,200	$10.1M	0.12%	0	Timeline
RPMRPM INTL INC	81,500	$9.86M	0.12%	0	Timeline
LENLENNAR CORP	49,300	$9.24M	0.11%	-10,100	Timeline
HSYHERSHEY CO	47,741	$9.16M	0.11%	-66,222	Timeline
ADIANALOG DEVICES INC	39,700	$9.14M	0.11%	new	Timeline
APHAMPHENOL CORP	133,700	$8.71M	0.1%	0	Timeline
PWRQUANTA SVCS INC	25,900	$7.72M	0.09%	-1,300	Timeline
IEXIDEX CORP	33,761	$7.24M	0.09%	0	Timeline
YUMYUM BRANDS INC	51,800	$7.24M	0.09%	+14,400	Timeline
VIPSVIPSHOP HLDGS LTD	447,400	$7.04M	0.08%	-109,100	Timeline
KHCKRAFT HEINZ CO	190,200	$6.68M	0.08%	0	Timeline
DECKDECKERS OUTDOOR CORP	41,400	$6.6M	0.08%	+34,500	Timeline
ACGLARCH CAP GROUP LTD	58,900	$6.59M	0.08%	+13,500	Timeline
WSMWILLIAMS SONOMA INC	41,800	$6.48M	0.08%	+20,900	Timeline
BLDRBUILDERS FIRSTSOURCE INC	32,500	$6.3M	0.08%	0	Timeline
MCHPMICROCHIP TECHNOLOGY INC.	75,200	$6.04M	0.07%	0	Timeline
AMPAMERIPRISE FINL INC	12,800	$6.01M	0.07%	-9,700	Timeline
EMEEMCOR GROUP INC	13,900	$5.98M	0.07%	+10,500	Timeline
DGXQUEST DIAGNOSTICS INC	37,161	$5.77M	0.07%	0	Timeline
GENGEN DIGITAL INC	210,000	$5.76M	0.07%	+94,800	Timeline
MANHMANHATTAN ASSOCIATES INC	20,000	$5.63M	0.07%	+14,600	Timeline
JKHYHENRY JACK & ASSOC INC	30,507	$5.39M	0.06%	0	Timeline
QCOMQUALCOMM INC	31,200	$5.31M	0.06%	+4,500	Timeline
SOSOUTHERN CO	57,700	$5.2M	0.06%	new	Timeline
NXPINXP SEMICONDUCTORS N V	20,300	$4.87M	0.06%	0	Timeline
AMEAMETEK INC	26,072	$4.48M	0.05%	-24,200	Timeline
HONHONEYWELL INTL INC	21,000	$4.34M	0.05%	new	Timeline
GDDYGODADDY INC	27,400	$4.3M	0.05%	+17,600	Timeline
VRSKVERISK ANALYTICS INC	14,600	$3.91M	0.05%	+5,300	Timeline
HIGHARTFORD INSURANCE GROUP INC	32,900	$3.87M	0.05%	0	Timeline
HUBBHUBBELL INC	8,600	$3.68M	0.04%	0	Timeline
CSLCARLISLE COS INC	7,700	$3.46M	0.04%	+4,800	Timeline
AOSSMITH A O CORP	38,200	$3.43M	0.04%	0	Timeline
HPEHEWLETT PACKARD ENTERPRISE C	161,200	$3.3M	0.04%	+99,100	Timeline
IRINGERSOLL RAND INC	33,500	$3.29M	0.04%	0	Timeline
FFIVF5 INC	14,500	$3.19M	0.04%	0	Timeline
BNYBANK OF NY MELLON CORP	42,200	$3.03M	0.04%	+10,100	Timeline
CMICUMMINS INC	7,100	$2.3M	0.03%	new	Timeline
KDPKEURIG DR PEPPER INC	57,700	$2.16M	0.03%	0	Timeline
ROSTROSS STORES INC	14,300	$2.15M	0.03%	0	Timeline
MDTMEDTRONIC PLC	23,400	$2.11M	0.03%	new	Timeline
VRSNVERISIGN INC	11,000	$2.09M	0.03%	0	Timeline
RSRELIANCE INC	7,200	$2.08M	0.02%	-5,400	Timeline
PDDPDD HOLDINGS INC	15,400	$2.08M	0.02%	-17,300	Timeline
LIILENNOX INTL INC	3,300	$1.99M	0.02%	new	Timeline
UHSUNIVERSAL HLTH SVCS INC	7,100	$1.63M	0.02%	new	Timeline
KEYSKEYSIGHT TECHNOLOGIES INC	9,600	$1.53M	0.02%	0	Timeline
DINOHF SINCLAIR CORP	33,000	$1.47M	0.02%	0	Timeline
MTDMETTLER TOLEDO INTERNATIONAL	900	$1.35M	0.02%	0	Timeline
TAT&T INC	60,400	$1.33M	0.02%	new	Timeline
WRBBERKLEY W R CORP	22,950	$1.3M	0.02%	+7,650	Timeline
GPCGENUINE PARTS CO	8,900	$1.24M	0.01%	0	Timeline
FEFIRSTENERGY CORP	25,500	$1.13M	0.01%	0	Timeline
FERGFERGUSON ENTERPRISES INC	5,100	$1.01M	0.01%	new	Timeline
FTVFORTIVE CORP	12,200	$963K	0.01%	0	Timeline
HLTHILTON WORLDWIDE HLDGS INC	4,100	$945K	0.01%	0	Timeline
KVUEKENVUE INC	40,100	$928K	0.01%	0	Timeline
SEICSEI INVTS CO	13,200	$913K	0.01%	0	Timeline
CAGCONAGRA BRANDS INC	21,700	$706K	0.01%	0	Timeline
LLOEWS CORP	8,300	$656K	0.01%	new	Timeline
FRSHFRESHWORKS INC	14,729	$169K	<0.01%	new	Timeline

Sold out in Q3 2024

Positions in the previous quarter's report that this quarter's report no longer lists.

Security	Shares before	Value before	Type
LLYELI LILLY & CO	100,352	$90.9M	shares
SESEA LTD	303,800	$21.7M	shares
MDLZMONDELEZ INTL INC	312,942	$20.5M	shares
MPCMARATHON PETE CORP	99,900	$17.3M	shares
PCARPACCAR INC	167,000	$17.2M	shares
ARISTA NETWORKS INCARISTA NETWORKS INC	42,100	$14.8M	shares
LAM RESEARCH CORPLAM RESEARCH CORP	13,400	$14.3M	shares
KKELLANOVA	168,957	$9.75M	shares
SJMSMUCKER J M CO	80,100	$8.73M	shares
PSXPHILLIPS 66	46,400	$6.55M	shares
BDXBECTON DICKINSON & CO	22,600	$5.28M	shares
HWMHOWMET AEROSPACE INC	41,400	$3.21M	shares
DHID R HORTON INC	19,000	$2.68M	shares
CMGCHIPOTLE MEXICAN GRILL INC	40,000	$2.51M	shares
CPBTHE CAMPBELLS COMPANY	53,300	$2.41M	shares
WMBWILLIAMS COS INC	55,300	$2.35M	shares
CPRTCOPART INC	34,400	$1.86M	shares
FERGUSON PLCFERGUSON PLC	8,800	$1.7M	shares

How Q3 2024 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

Filing	Role	Amendment	Filed	Accepted	Ingested
13F-HR 0001658020-24-000015	base		2024-11-13	acceptance time not in the bulk data set	2026-10-07 18:26:56 UTC