Railway Pension Investments Ltd

Est. AUM

$7.03B

13F long equity, this entity only

Positions

103

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	MICROSOFT CORP	COM	$375.1M	1013270	5.34%	SOLE
2	ALPHABET INC	CAP STK CL A	$264.6M	920190	3.77%	SOLE
3	NVIDIA CORPORATION	COM	$245.5M	1407700	3.49%	SOLE
4	CHENIERE ENERGY INC	COM NEW	$242.6M	855100	3.45%	SOLE
5	AMAZON COM INC	COM	$233.6M	1121800	3.33%	SOLE
6	BROADCOM INC	COM	$233.6M	754692	3.33%	SOLE
7	META PLATFORMS INC	CL A	$228.5M	399440	3.25%	SOLE
8	NEXTERA ENERGY INC	COM	$216.3M	2328732	3.08%	SOLE
9	LAM RESEARCH CORP	COM NEW	$209.9M	982200	2.99%	SOLE
10	EQUINIX INC	COM	$202.4M	206469	2.88%	SOLE
11	THERMO FISHER SCIENTIFIC INC	COM	$201.0M	408930	2.86%	SOLE
12	TEXAS INSTRS INC	COM	$190.6M	981511	2.71%	SOLE
13	GILEAD SCIENCES INC	COM	$181.7M	1303365	2.59%	SOLE
14	CONSTELLATION ENERGY CORP	COM	$176.7M	632760	2.52%	SOLE
15	ABBVIE INC	COM	$174.2M	800849	2.48%	SOLE
16	APPLE INC	COM	$173.0M	681852	2.46%	SOLE
17	VISA INC	COM CL A	$169.5M	560679	2.41%	SOLE
18	STRYKER CORPORATION	COM	$160.9M	489760	2.29%	SOLE
19	JOHNSON & JOHNSON	COM	$158.9M	650036	2.26%	SOLE
20	PALO ALTO NETWORKS INC	COM	$157.6M	982856	2.24%	SOLE
21	MASTERCARD INCORPORATED	CL A	$146.1M	292460	2.08%	SOLE
22	IDEXX LABS INC	COM	$144.1M	256480	2.05%	SOLE
23	PUBLIC SVC ENTERPRISE GROUP	COM	$139.4M	1722350	1.98%	SOLE
24	KLA CORP	COM NEW	$128.7M	87387	1.83%	SOLE
25	QUALCOMM INC	COM	$121.4M	942600	1.73%	SOLE
26	AMPHENOL CORP	CL A	$107.0M	847200	1.52%	SOLE
27	OREILLY AUTOMOTIVE INC	COM	$106.7M	1156151	1.52%	SOLE
28	MCKESSON CORP	COM	$94.9M	109682	1.35%	SOLE
29	SERVICENOW INC	COM	$93.3M	892280	1.33%	SOLE
30	CISCO SYS INC	COM	$88.3M	1138076	1.26%	SOLE
31	ALTRIA GROUP INC	COM	$85.3M	1292400	1.21%	SOLE
32	FASTENAL CO	COM	$78.3M	1686750	1.11%	SOLE
33	PARKER-HANNIFIN CORP	COM	$65.7M	73400	0.94%	SOLE
34	BRISTOL-MYERS SQUIBB CO	COM	$63.1M	1040700	0.90%	SOLE
35	EXPEDIA GROUP INC	COM NEW	$61.3M	265700	0.87%	SOLE
36	WW GRAINGER INC	COM	$60.2M	55208	0.86%	SOLE
37	NETAPP INC	COM	$52.7M	515150	0.75%	SOLE
38	BOOKING HOLDINGS INC	COM	$48.3M	11472	0.69%	SOLE
39	HCA HEALTHCARE INC	COM	$43.8M	92447	0.62%	SOLE
40	TJX COS INC NEW	COM	$42.7M	267100	0.61%	SOLE
41	WALMART INC	COM	$42.3M	340239	0.60%	SOLE
42	CADENCE DESIGN SYSTEM INC	COM	$39.1M	140720	0.56%	SOLE
43	MOTOROLA SOLUTIONS INC	COM NEW	$37.1M	85560	0.53%	SOLE
44	TAPESTRY INC	COM	$36.2M	256400	0.52%	SOLE
45	SALESFORCE INC	COM	$35.7M	191000	0.51%	SOLE
46	VERIZON COMMUNICATIONS INC	COM	$35.4M	705000	0.50%	SOLE
47	MARRIOTT INTL INC NEW	CL A	$34.9M	106600	0.50%	SOLE
48	ROLLINS INC	COM	$33.9M	635417	0.48%	SOLE
49	AUTODESK INC	COM	$33.1M	138192	0.47%	SOLE
50	OTIS WORLDWIDE CORP	COM	$31.6M	410000	0.45%	SOLE

1–50 of 103

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.