Uss Investment Management Ltd Top Holdings and 13F Report (2026) About Uss Investment Management LtdInvestment ActivityUss Investment Management Ltd has $27.84 billion in total holdings as of June 30, 2026.Uss Investment Management Ltd owns shares of 617 different stocks, but just 82 companies or ETFs make up 80% of its holdings.Approximately 9.72% of the portfolio was purchased this quarter.About 13.49% of the portfolio was sold this quarter.This quarter, Uss Investment Management Ltd has purchased 512 new stocks and bought additional shares in 247 stocks.Uss Investment Management Ltd sold shares of 183 stocks and completely divested from 32 stocks this quarter.Largest Holdings SPDR Portfolio S&P 500 ETF $5,832,752,690Vanguard S&P 500 ETF $1,076,798,093iShares Core S&P 500 ETF $962,659,037NVIDIA $836,975,170Amazon.com $800,358,206 Largest New Holdings this Quarter 80004C200 - SANDISK CORP $42,726,163 Holding958102105 - Western Digital $38,777,184 HoldingK08588103 - ASCENDIS PHARMA A/S $37,631,339 Holding607828100 - Modine Manufacturing $32,692,704 Holding75524B104 - RBC Bearings $31,839,735 Holding Largest Purchases this Quarter KLA 1,436,702 shares (about $433.15M)Eaton 374,659 shares (about $159.63M)Cisco Systems 536,628 shares (about $62.98M)Nova 1,113 shares (about $58.82M)Camtek 2,941 shares (about $46.38M) Largest Sales this Quarter Vanguard S&P 500 ETF 1,925,577 shares (about $1.32B)iShares Core S&P 500 ETF 1,749,627 shares (about $1.31B)Tower Semiconductor 7,442 shares (about $190.89M)Cadence Design Systems 287,616 shares (about $107.92M)Home Depot 223,174 shares (about $78.64M) Sector Allocation Over TimeMap of 500 Largest Holdings ofUss Investment Management Ltd Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSPLGSPDR Portfolio S&P 500 ETF$5,832,752,6900.0%66,398,23221.0%ETFVOOVanguard S&P 500 ETF$1,076,798,093$1,321,022,845 ▼-55.1%1,569,5853.9%ETFIVViShares Core S&P 500 ETF$962,659,037$1,311,835,332 ▼-57.7%1,283,9223.5%ETFNVDANVIDIA$836,975,170$7,870,738 ▼-0.9%4,189,6943.0%TechnologyAMZNAmazon.com$800,358,206$38,914,700 ▲5.1%3,359,8852.9%Consumer DiscretionaryENLTEnlight Renewable Energy$718,221,540$59,156,793 ▼-7.6%81,3812.6%UtilitiesNVMINova$688,289,674$58,824,112 ▲9.3%13,0232.5%TechnologyMSFTMicrosoft$675,197,474$8,775,790 ▼-1.3%1,810,9822.4%TechnologyTSEMTower Semiconductor$670,562,317$190,892,998 ▼-22.2%26,1422.4%TechnologyAAPLApple$667,915,937$21,176,633 ▼-3.1%2,309,8492.4%TechnologyKLACKLA$474,367,381$433,151,286 ▲1,050.9%1,573,4101.7%TechnologyCAMTCamtek$433,689,214$46,384,464 ▲12.0%27,4981.6%TechnologyVVisa$333,967,971$4,305,026 ▲1.3%974,5911.2%FinanceGOOGLAlphabet$324,052,433$7,564,912 ▼-2.3%907,4431.2%Communication ServicesAPHAmphenol$320,585,092$13,796,996 ▲4.5%1,817,7881.2%TechnologyFASTFastenal$287,604,628$1,656,142 ▲0.6%5,988,6441.0%IndustrialsFERGUSON ENTERPRISES INC$286,583,332$5,871,143 ▲2.1%1,207,7601.0%COMMON STOCK NEWAVGOBroadcom$285,533,460$3,418,293 ▼-1.2%756,7911.0%TechnologyGOOGAlphabet$283,687,499$4,167,645 ▼-1.4%802,8741.0%Communication ServicesJNJJohnson & Johnson$257,603,270$5,551,350 ▲2.2%1,014,2460.9%HealthcareMUMicron Technology$235,811,799$11,260,598 ▲5.0%204,8480.8%TechnologyTSLATesla$223,817,318$27,580,373 ▲14.1%532,4800.8%Consumer DiscretionaryMDTMedtronic$199,360,950$7,612,388 ▲4.0%2,548,5580.7%HealthcareMETAMeta Platforms$199,042,863$1,139,492 ▼-0.6%353,5460.7%Communication ServicesCLColgate-Palmolive$199,021,232$2,643,945 ▼-1.3%2,171,8910.7%Consumer StaplesETNEaton$186,395,825$159,630,960 ▲596.4%437,4770.7%IndustrialsPGProcter & Gamble$177,344,064$2,644,088 ▲1.5%1,210,5810.6%Consumer StaplesAONAON$172,689,273$6,064,392 ▲3.6%520,7680.6%FinanceAMDAdvanced Micro Devices$169,349,250$16,256,042 ▲10.6%291,7350.6%TechnologyLLYEli Lilly and Company$167,550,366$2,005,514 ▼-1.2%139,6870.6%HealthcareAZOAutoZone$150,929,063$1,334,921 ▲0.9%47,2600.5%Consumer DiscretionaryROLRollins$147,632,236$16,914,573 ▲12.9%3,536,5250.5%IndustrialsSPGIS&P Global$147,022,592$5,341,795 ▲3.8%361,4880.5%FinanceCSCOCisco Systems$143,554,543$62,984,028 ▲78.2%1,223,0940.5%TechnologyJPMJPMorgan Chase & Co.$142,416,989$5,914,841 ▼-4.0%435,1600.5%FinanceYUMYum! Brands$138,189,384$17,672,596 ▼-11.3%864,4130.5%Consumer DiscretionaryOTISOtis Worldwide$125,952,716$572,474 ▼-0.5%1,759,2390.5%IndustrialsICEIntercontinental Exchange$117,082,302$521,184 ▲0.4%951,1540.4%FinanceVRSKVerisk Analytics$116,608,148$1,228,378 ▲1.1%649,8810.4%IndustrialsBRK.BBerkshire Hathaway$110,450,680$562,253 ▼-0.5%220,8020.4%FinanceHDHome Depot$108,584,971$78,643,170 ▼-42.0%308,1430.4%Consumer DiscretionaryAMATApplied Materials$108,534,408$6,623,853 ▲6.5%150,0410.4%TechnologyINTCIntel$106,079,531$8,203,282 ▼-7.2%760,4540.4%TechnologyLAM RESEARCH CORP$102,481,174$5,721,210 ▲5.9%236,4450.4%COM NEWAPPLOVIN CORP$90,983,433$10,734,047 ▲13.4%176,6600.3%COM CL ACDNSCadence Design Systems$88,842,832$107,922,152 ▼-54.8%236,7690.3%TechnologyRACEFerrari$87,538,896$2,576,798 ▲3.0%236,3090.3%Consumer DiscretionaryNUNU$86,186,568$5,419,080 ▼-5.9%6,448,6770.3%FinanceNETCloudflare$81,125,855$8,403,991 ▲11.6%330,5660.3%TechnologyANGLOGOLD ASHANTI PLC$78,217,655$24,590,334 ▲45.9%967,0230.3%COM SHSSPOTSpotify Technology$78,214,092$34,368,739 ▲78.4%170,3250.3%Communication ServicesABBVAbbVie$75,491,998$350,096 ▲0.5%300,3760.3%HealthcareWALMART INC$74,924,503$4,722,233 ▼-5.9%661,8480.3%COMNFLXNetflix$69,394,215$6,109,485 ▲9.7%972,1120.2%Communication ServicesBAPCredicorp$68,626,210$7,705,224 ▲12.6%176,1340.2%FinanceMAMastercard$67,754,196$1,564,680 ▼-2.3%131,9420.2%FinanceMARMarriott International$67,610,007$73,419,504 ▼-52.1%182,4930.2%Consumer DiscretionaryCOSTCostco Wholesale$65,231,309$2,009,132 ▼-3.0%69,7400.2%Consumer StaplesGEGE Aerospace$64,992,2730.0%174,0880.2%IndustrialsUNHUnitedHealth Group$61,810,100$54,003 ▼-0.1%148,7930.2%HealthcarePANWPalo Alto Networks$60,995,260$14,852,190 ▲32.2%179,0450.2%TechnologySESEA$59,744,127$25,859,756 ▲76.3%623,6990.2%Consumer DiscretionaryCATCaterpillar$59,649,314$2,469,686 ▼-4.0%56,0340.2%IndustrialsBACBank of America$58,905,253$2,850,085 ▼-4.6%1,034,2420.2%FinanceKOCocaCola$57,179,962$4,398,659 ▲8.3%703,8400.2%Consumer StaplesFMXFomento Economico Mexicano$56,695,212$2,479,024 ▼-4.2%443,2430.2%Consumer StaplesMRKMerck & Co., Inc.$55,525,811$216,790 ▼-0.4%432,3430.2%HealthcareGFIGold Fields$54,798,854$14,479,781 ▲35.9%1,631,1610.2%MaterialsISRGIntuitive Surgical$54,302,730$5,531,342 ▲11.3%136,5780.2%HealthcareARGXargenex$53,751,355$42,478,080 ▲376.8%57,9030.2%HealthcareTXNTexas Instruments$52,509,984$6,340,546 ▲13.7%176,2080.2%TechnologyBSACBanco Santander Chile$51,429,4520.0%1,561,5440.2%FinanceMRVLMarvell Technology$51,296,255$2,583,155 ▲5.3%172,4070.2%TechnologyMELIMercadoLibre$50,705,112$6,739,631 ▼-11.7%29,8680.2%Consumer DiscretionaryGSThe Goldman Sachs Group$50,034,358$2,746,596 ▼-5.2%49,4770.2%FinanceSHOPIFY INC$49,856,855$3,826,858 ▲8.3%436,5470.2%CL A SUB VTG SHSIBMInternational Business Machines$48,099,668$5,428,222 ▲12.7%171,0180.2%TechnologyAZNCFAstraZeneca$47,691,660$79,286 ▼-0.2%255,0430.2%HealthcareRYRoyal Bank Of Canada$46,449,512$853,464 ▼-1.8%224,7740.2%FinancePDDPDD$44,331,624$8,873,585 ▼-16.7%581,2840.2%Consumer DiscretionaryWSTWest Pharmaceutical Services$44,281,370$37,385,865 ▲542.2%123,3430.2%HealthcarePALANTIR TECHNOLOGIES INC$44,200,465$4,598,623 ▲11.6%379,0940.2%CL ACRWDCrowdStrike$43,893,846$11,625,150 ▲36.0%57,5540.2%TechnologySTXSeagate Technology$43,425,263$2,016,056 ▲4.9%45,0180.2%TechnologyMSMorgan Stanley$43,095,995$119,760 ▼-0.3%206,1960.2%FinanceSANDISK CORP$42,726,163$42,726,163 ▲New Holding18,8100.2%COMAXONAxon Enterprise$42,662,194$7,873,131 ▲22.6%76,1220.2%IndustrialsSCCOSouthern Copper$41,833,159$15,689,438 ▲60.0%240,1720.2%MaterialsQCOMQualcomm$41,625,575$6,039,165 ▲17.0%225,2710.1%TechnologyORCLOracle$41,304,091$941,589 ▲2.3%281,6220.1%TechnologyGLWCorning$40,729,753$5,082,759 ▲14.3%159,4650.1%TechnologyCCitigroup$40,593,998$2,324,876 ▼-5.4%290,0400.1%FinanceWFCWells Fargo & Company$40,547,181$3,669,908 ▼-8.3%490,5890.1%FinanceLINDE PLC$39,694,593$712,409 ▼-1.8%76,5020.1%SHSWDCWestern Digital$38,777,184$38,777,184 ▲New Holding60,7160.1%TechnologyREDDIT INC$38,671,852$9,644,028 ▲33.2%222,5590.1%CL AADIAnalog Devices$38,420,246$4,168,605 ▲12.2%96,7740.1%TechnologyASCENDIS PHARMA A/S$37,631,339$37,631,339 ▲New Holding141,0100.1%ORD SHSARISTA NETWORKS INC$36,225,415$5,738,708 ▲18.8%213,1910.1%COM SHSAMGNAmgen$35,053,079$646,630 ▲1.9%96,8170.1%HealthcareShowing largest 100 holdings. 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