CCLA Investment Management Ltd

CCLA Investment Management Ltd is an institution, managing $6.1B across 51 long positions as of Q3 2025 with MSFT as the largest holding (6% allocation).

Portfolio Value: $6.1B
Positions: 51
Top Holding: MSFT at 6.09%
Last Reported: Q3 2025

Top Holdings

Largest long holdings in CCLA Investment Management Ltd's portfolio (35.6% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Microsoft MSFT	Software - Infrastructure Technology	$369.6M	6.09%	+$25.6M Bought	0.01% 713.7K shares	Q3 2022 Held for 3y 2m
2 Alphabet Inc. GOOG	Internet Content & Information Communication Services	$346.0M	5.70%	+$31.9M Bought	0.01% 1.4M shares	Q3 2022 Held for 3y 2m
3 Amazon AMZN	Specialty Retail Consumer Cyclical	$269.0M	4.44%	+$26.2M Bought	0.01% 1.2M shares	Q3 2022 Held for 3y 2m
4 Broadcom Inc. AVGO	Semiconductors Technology	$208.1M	3.43%	+$34.7M Bought	0.01% 630.7K shares	Q3 2022 Held for 3y 2m
5 Visa V	Financial - Credit Services Financial Services	$180.8M	2.98%	+$3.2M Bought	0.03% 529.6K shares	Q3 2022 Held for 3y 2m
6 S&P Global SPGI	Financial - Data & Stock Exchanges Financial Services	$165.0M	2.72%	+$3.5M Bought	0.11% 339.0K shares	Q3 2022 Held for 3y 2m
7 Synopsys SNPS	Software - Infrastructure Technology	$159.1M	2.62%	+$7.1M Bought	0.17% 322.4K shares	Q3 2022 Held for 3y 2m
8 Intercontinental Exchange ICE	Financial - Data & Stock Exchanges Financial Services	$153.3M	2.53%	+$3.1M Bought	0.16% 910.2K shares	Q3 2022 Held for 3y 2m
9 Coca-Cola KO	Beverages - Non-Alcoholic Consumer Defensive	$153.1M	2.52%	+$3.4M Bought	0.05% 2.3M shares	Q3 2022 Held for 3y 2m
10 CME Group CME	Financial - Data & Stock Exchanges Financial Services	$153.0M	2.52%	+$1.9M Bought	0.16% 566.2K shares	Q3 2022 Held for 3y 2m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in CCLA Investment Management Ltd's latest filing

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Market Value

$6.1B

Prior: $5.8B

Q/Q Change

+4.18%

+$243.4M

Net Flows % of MV

+2.7%

Turnover Ratio

8.22%

New Purchases

3 stocks

$121.2M

Added To

38 stocks

+$399.4M

Sold Out Of

4 stocks

$314.8M

Reduced Holdings

6 stocks

-$42.1M

Increased Positions

Position	Shares Δ	Change
1 Mercado Libre MELI	New	0 → 38.9K +$91.0M
2 Amphenol APH	New	0 → 243.9K +$30.2M
3 NICE NICE NICE	New	0 → - +-
4 Danaher DHR	+41.34%	513.6K → 726.0K +$42.1M
5 ServiceNow NOW	+26.13%	83.3K → 105.1K +$20.0M

Decreased Positions

Position	Shares Δ	Change
1 Ansys ANSS	Sold	431.6K → 0 −$151.6M
2 Union Pacific UNP	Sold	358.4K → 0 −$82.5M
3 Accenture ACN	Sold	270.2K → 0 −$80.8M
4 NICE NICE NICE	Sold	0 → - +-
5 McDonald's MCD	-15.37%	366.8K → 310.4K −$17.1M