SEC 13F Intelligence

Managers / Q3 2022 · view latest →

CCLA Investment Management

CIK 0001631562 · 1 ANGEL LANE, LONDON, X0, EC4R 3AB · 442074896055

Reported Value
$4.1B
Q3 2022
Positions
73
Filings on Record
25
2020–present window
Filed
Nov 9, 2022
original filing

Summary

Ccla Investment Management reported $4.1B in U.S.-listed holdings across 73 positions for Q3 2022.

Its largest position, MSFT, represents 4.4% of the portfolio.

Compared with Q1 2022, the fund opened 2 new positions and exited 4.

Portfolio Metrics

Turnover
+4.6%
vs prior filed quarter
Top-10 Concentration
+27.0%
share of reported value
Largest Position
+4.4%
Microsoft
New / Exited
2 / 4
positions this quarter

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded, with multiple share classes and repeated sub-manager rows for the same issuer combined into one position — the same rule the holdings table uses by default. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q3 ’20: $3.7BQ3 ’20Q4 ’20: $4.4BQ1 ’21: $5.0BQ2 ’21: $8.2BQ2 ’21Q3 ’21: $6.0BQ4 ’21: $6.1BQ1 ’22: $5.6BQ1 ’22Q3 ’22: $4.1BQ4 ’22: $4.4BQ1 ’23: $5.1BQ1 ’23Q2 ’23: $5.6BQ3 ’23: $5.4BQ4 ’23: $6.1BQ4 ’23Q1 ’24: $6.5BQ2 ’24: $6.5BQ3 ’24: $6.5BQ3 ’24Q4 ’24: $6.3BQ1 ’25: $5.6BQ2 ’25: $124.8BQ2 ’25Q3 ’25: $6.3BQ4 ’25: $6.2Bfilingsflow.com

Portfolio Composition

By security type
Common Stock: 92.1%ADR: 4.8%Other: 1.5%REIT: 1.4%PUBLIC: 0.1%
  • Common Stock · 92.1% · $3.8B
  • ADR · 4.8% · $200M
  • Other · 1.5% · $64M
  • REIT · 1.4% · $59M
  • PUBLIC · 0.1% · $5M

Quarter-over-Quarter Changes full breakdown →

vs Q1 2022 (amended baseline) · note: prior filed quarter, not the immediately preceding one

IssuerMoveShare ΔShares nowValue ΔValue now
INTUIntuitNEW+226.7K226.7K+$88M$88M
Verisign Inc.NEW+368.7K368.7K+$64M$64M
AMZNAmazon Com Inc.ADDED+1.20M1.26M$49M$143M
GOOGAlphabet Inc.ADDED+912.7K984.0K$104M$95M
MRKMerck & Co. Inc.ADDED+522.2K573.2K+$45M$49M
VRSNVerisign Inc.SOLD OUT374.7K0$83M$0
TJXTJX Cos Inc. NewSOLD OUT1.06M0$64M$0
EAElectronic Arts IncSOLD OUT433.0K0$55M$0

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q3 2022

73 positions
#IssuerClass% PortfolioValueShares
1MSFTMicrosoft Corphistory →COM4.39%$182M780.1K
2AMZNAmazon Com Inc.history →COM3.44%$143M1.26M
3UNHUnitedHealth Group Inc.history →COM3.01%$125M246.1K
4ICEIntercontiental Exchange INhistory →COM2.45%$102M1.12M
5HDBHDFC Bank Ltdhistory →Sponsored ADS2.39%$99M1.69M
6GOOGAlphabet Inc.history →Cap STK CL C2.29%$95M984.0K
7DHRDanaher Corporationhistory →COM2.28%$95M365.2K
8SYKStryker Corporationhistory →COM2.27%$94M462.0K
9SPGIS&P Global Inchistory →COM2.25%$93M304.3K
10PEPPepsico Inc.history →COM2.23%$92M564.3K
11NICENice Ltdhistory →Sponsored ADR2.18%$90M478.0K
12HUMHumana Inc.history →COM2.14%$89M182.6K
13INTUIntuithistory →COM2.12%$88M226.7K
14CMECME Group Inchistory →COM2.12%$88M494.8K
15PYPLPaypal HLDGS Inc.history →COM2.06%$85M988.3K
16AAgilent Technologies Inc.history →COM2.02%$84M688.2K
17VVisa Inc.history →COM CL A1.99%$82M463.1K
18NEENextera Energy Inc.history →COM1.97%$82M1.04M
19TRUTransUnionhistory →COM1.94%$80M1.35M
20ADBEAdobe Systems Incorporatedhistory →COM1.89%$78M284.0K
21MAMastercard Incorporatedhistory →CL A1.87%$77M271.5K
22ICLRICONhistory →SHS1.86%$77M419.3K
23SBUXStarbucks Corp.history →COM1.86%$77M913.5K
24TMOThermo Fisher Scientific Inc.history →COM1.77%$73M143.9K
25DISDisney Walt Cohistory →COM1.75%$72M765.0K
26IEXIdex Corphistory →COM1.70%$70M351.7K
27AMEAmetek Inc.history →COM1.67%$69M609.5K
28MCDMcDonalds Corphistory →COM1.64%$68M293.8K
29MDTMedtronic Plchistory →SHS1.62%$67M828.4K
30EWEdwards Lifesciences Corphistory →COM1.62%$67M807.5K
31VRSKVerisk Analytics Inchistory →COM1.59%$66M385.5K
32NXPINXP Semiconductors N Vhistory →COM1.58%$65M443.0K
33Verisign Inc.COM1.55%$64M368.7K
34ROPRoper Technologies Inchistory →COM1.51%$62M173.1K
35KOCoca Cola Cohistory →COM1.48%$61M1.09M
36MASMasco Corphistory →COM1.44%$60M1.28M
37UNPUnion Pac Corphistory →COM1.38%$57M293.5K
38IRIngersoll Rand Inchistory →COM1.34%$56M1.28M
39JPMJPMorgan Chase & Cohistory →COM1.34%$56M531.0K
40ABTAbbott Labshistory →COM1.32%$55M565.5K
41SNPSSynopsys Inchistory →COM1.31%$54M177.9K
42MRSHMarsh & McLennan COS Inc.history →COM1.31%$54M363.5K
43ELLauder Estee Cos Inchistory →CL A1.29%$53M246.3K
44BACBK of America Corphistory →COM1.26%$52M1.73M
45ACNAccenture PLC Irelandhistory →SHS Class A1.26%$52M202.1K
46NKENike Inc.history →CL B1.22%$51M603.7K
47AMTAmerican Tower Corp Newhistory →COM1.19%$49M230.2K
48MRKMerck & Co. Inc.history →COM1.19%$49M573.2K
49TXNTexas Instrs Inc.history →COM1.14%$47M303.4K
50BIPCBrookfield Infrastructure NPVhistory →COM1.12%$46M1.29M
51ZTSZoetis Inc.history →CL A1.05%$44M293.3K
52BXBlackstone Group Inc.history →COM CL A1.04%$43M512.8K
53ECLEcolab Inchistory →COM0.90%$37M257.8K
54AVGOBroadcom Inchistory →COM0.89%$37M82.7K
55ARCCAres Capital Corphistory →COM0.80%$33M1.96M
56NOWServiceNow Inc.history →COM0.69%$29M75.8K
57ILMNIllumina Inchistory →COM0.68%$28M148.0K
58HONHoneywell Intl Inc.history →COM0.60%$25M149.4K
59BEPCBrookfield Renewable Partners LP NPVhistory →PARTNERSHIP UNIT0.54%$22M710.8K
60TSMTaiwan Semiconductor MFG Ltdhistory →Sponsored ADS0.26%$11M155.9K
61AREAlexandria Real Estate EquitiesCOM0.15%$6M44.7K
62Danaher Corp 5 CV 15042023 PREFPREF0.13%$5M4.0K
63RMDResmedCOM0.11%$5M21.7K
64BXMTBlackstone Mtg Tr Inc.Com CL A0.09%$4M154.6K
65ADPAutomatic Data Processing InCOM0.08%$3M13.8K
66JNJJohnson & JohnsonCOM0.06%$2M15.2K
67PFEPfizer Inc.COM0.06%$2M55.3K
68CSCOCisco Sys IncCOM0.05%$2M47.4K
69VZVerizon Communications Inc.COM0.05%$2M49.4K
70ETNEaton Corp PlcSHS0.04%$2M12.0K
71USBUS Bancorp DELCOM NEW0.04%$2M37.6K
72HDHome Depot IncCOM0.03%$1M4.6K
73PGProcter and Gamble CoCOM0.03%$1M9.6K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q4 2025$6.2B55Jan 22, 202613F-HRchanges · EDGAR ↗
Q3 2025$6.3B53Oct 14, 202513F-HRchanges · EDGAR ↗
Q2 2025$124.8B53Aug 1, 202513F-HRchanges · EDGAR ↗
Q1 2025$5.6B55May 9, 202513F-HRchanges · EDGAR ↗
Q4 2024$6.3B59Jan 14, 202513F-HRchanges · EDGAR ↗
Q3 2024$6.5B69Nov 7, 202413F-HRchanges · EDGAR ↗
Q2 2024$6.5B69Aug 12, 202413F-HRchanges · EDGAR ↗
Q1 2024$6.5B69May 10, 202413F-HRchanges · EDGAR ↗
Q4 2023$6.1B70Feb 8, 202413F-HRchanges · EDGAR ↗
Q3 2023$5.4B72Nov 14, 202313F-HRchanges · EDGAR ↗
Q2 2023$5.6B72Aug 1, 202313F-HRchanges · EDGAR ↗
Q1 2023$5.1B76May 3, 202313F-HRchanges · EDGAR ↗
Q4 2022$4.4B72Feb 1, 202313F-HRchanges · EDGAR ↗
Q3 2022$4.1B73Nov 9, 202213F-HRchanges · EDGAR ↗
Q1 2022$5.6B75May 5, 2022RESTATEMENTchanges · EDGAR ↗
Q4 2021$6.1B74Feb 8, 202213F-HRchanges · EDGAR ↗
Q3 2021$6.0B74Oct 29, 202113F-HRchanges · EDGAR ↗
Q2 2021$8.2B73Aug 9, 202113F-HRchanges · EDGAR ↗
Q1 2021REVEALED$5.0B71May 10, 202113F-HRchanges · EDGAR ↗
Q4 2020$4.4B69May 5, 2021RESTATEMENTchanges · EDGAR ↗
Q3 2020$3.7B61Nov 13, 202013F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.