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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

OFI INVEST ASSET MANAGEMENT

Quarter ended Q4 2023 · Filed November 2, 2023 · Accession 0001977602-23-000007

Total Value
$2.77B
Positions
274
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (274)

#IssuerTicker / CUSIPSharesValue% of Filing
1MICROSOFT CORPMSFT737,050$220.1M7.94%
2APPLE INCAAPL1,015,169$164.2M5.92%
3ALPHABET INCGOOG1,195,822$147.8M5.33%
4NVIDIA CORPORATIONNVDA330,400$136.0M4.90%
5AMAZON COM INCAMZN737,781$88.6M3.19%
6META PLATFORMS INCMETA233,702$66.3M2.39%
7UNITEDHEALTH GROUP INCUNH135,261$64.4M2.32%
8JPMORGAN CHASE & COVYLD449,527$61.6M2.22%
9ELI LILLY & COLLY113,288$57.5M2.07%
10GALLAGHER ARTHUR J & CO363576109253,124$54.5M1.96%
11MASTERCARD INCORPORATEDMA145,042$54.2M1.96%
12MERCK & CO INCMRK521,478$50.7M1.83%
13TESLA INCTSLA214,151$50.6M1.82%
14COSTCO WHSL CORP NEW22160K10593,751$50.0M1.80%
15SCHLUMBERGER LTDSLB877,480$48.3M1.74%
16SALESFORCE INCCRM250,417$48.0M1.73%
17ORACLE CORPORCL-PD476,120$47.7M1.72%
18PEPSICO INCPEP289,421$46.3M1.67%
19CATERPILLAR INCCAT179,549$46.3M1.67%
20BLACKROCK INCBLK70,126$42.8M1.54%
21T-MOBILE US INCTMUSZ315,357$41.7M1.50%
22WALMART INCWMT260,517$39.4M1.42%
23YUM BRANDS INCYUM326,419$38.5M1.39%
24MONDELEZ INTL INC609207105573,506$37.6M1.36%
25PROCTER AND GAMBLE CO742718109265,055$36.5M1.32%
26ZOETIS INCZTS219,327$36.0M1.30%
27REPUBLIC SVCS INC760759100258,989$34.9M1.26%
28PHILLIPS 66PSX297,023$33.7M1.22%
29IQVIA HLDGS INCIQV175,193$32.6M1.17%
30THERMO FISHER SCIENTIFIC INCTMO65,835$31.5M1.13%
31EQUINIX INCEQIX44,558$30.8M1.11%
32HALLIBURTON COHAL768,149$29.4M1.06%
33TJX COS INC NEW872540109347,522$29.2M1.05%
34VISA INCV128,441$27.9M1.01%
35OTIS WORLDWIDE CORPOTIS355,291$27.0M0.97%
36CONSTELLATION BRANDS INCSTZ110,087$26.1M0.94%
37FEDEX CORPFDX99,331$24.9M0.90%
38TARGA RES CORPTRGP302,389$24.5M0.88%
39MORGAN STANLEYMS-PQ309,169$23.8M0.86%
40FREEPORT-MCMORAN INCFCX665,194$23.4M0.84%
41ON SEMICONDUCTOR CORPON265,866$23.3M0.84%
42NETFLIX INCNFLX64,979$23.2M0.84%
43UNION PAC CORPUNP119,276$22.9M0.83%
44GOLDMAN SACHS GROUP INCGSCE74,780$22.9M0.82%
45BROADCOM INCAVGO28,659$22.5M0.81%
46MARVELL TECHNOLOGY INCMRVL437,171$22.4M0.81%
47ACADIA HEALTHCARE COMPANY INACHC331,129$22.0M0.79%
48EMERSON ELEC COEMR237,683$21.7M0.78%
49ABBOTT LABSABLZF215,264$19.7M0.71%
50MARTIN MARIETTA MATLS INC57328410647,365$18.4M0.66%
51ADVANCED MICRO DEVICES INCAMD188,048$18.3M0.66%
52NEXTERA ENERGY INCNEE-PW316,428$17.1M0.62%
53SCHWAB CHARLES CORPSCHW-PJ296,749$15.4M0.55%
54ARISTA NETWORKS INCANET84,652$14.7M0.53%
55BAXTER INTL INC071813109392,702$14.0M0.50%
56BOOKING HOLDINGS INCBKNG4,753$13.8M0.50%
57HCA HEALTHCARE INCHCA57,537$13.4M0.48%
58COCA COLA COKO203,270$10.7M0.39%
59BOOKING HOLDINGS INCBKNG6,000$10.1M0.36%
60ALPHABET INCGOOG80,558$10.0M0.36%
61DECKERS OUTDOOR CORPDECK17,821$8.7M0.31%
62AKAMAI TECHNOLOGIES INCAKAM8,200$8.6M0.31%
63DEERE & CODE22,701$8.1M0.29%
64AMERICAN EXPRESS COAXP57,345$8.1M0.29%
65BENTLEY SYS INCBSY8,000$7.8M0.28%
66ENPHASE ENERGY INCENPH9,100$7.5M0.27%
67NUVASIVE INCNU7,900$7.3M0.26%
68S&P GLOBAL INCSPGI20,526$7.1M0.26%
69GENERAL MLS INC370334104115,093$7.0M0.25%
70DROPBOX INCDBX7,200$6.8M0.25%
71AIRBNB INCABNB7,600$6.7M0.24%
72INTEGRA LIFESCIENCES HLDGS CIART7,200$6.6M0.24%
73STARBUCKS CORPSBUX75,093$6.5M0.23%
74DEXCOM INCDXCM6,700$6.3M0.23%
75SPLUNK INC848637AF16,600$6.3M0.23%
76RALPH LAUREN CORPRL52,769$5.8M0.21%
77RAPID7 INCRPD5,200$5.4M0.19%
78CHEGG INCCHGG5,500$5.0M0.18%
79ARES CAPITAL CORPARCC4,400$4.5M0.16%
80LCI INDS501812AB74,700$4.4M0.16%
81ETSY INCETSY5,800$4.4M0.16%
82LIBERTY MEDIA CORP DELFWONB4,400$4.3M0.16%
83HALOZYME THERAPEUTICS INCHALO4,400$4.1M0.15%
84EXPEDIA GROUP INCEXPE4,600$4.0M0.14%
85MARRIOTT VACATIONS WORLDWIDEVAC4,500$4.0M0.14%
86LUMENTUM HLDGS INCLITE4,500$3.8M0.14%
87SAREPTA THERAPEUTICS INCSRPT3,300$3.7M0.13%
88EXACT SCIENCES CORP30063PAC94,200$3.6M0.13%
89BLOCK INCBSQKZ4,200$3.5M0.13%
90ENVESTNET INC29404KAE63,700$3.4M0.12%
91TELADOC HEALTH INCTDOC4,100$3.3M0.12%
92WASTE MGMT INC DEL94106L10921,542$3.3M0.12%
93FORD MTR CO DEL345370CZ13,300$3.2M0.12%
94BORGWARNER INCBWA77,505$3.1M0.11%
95XYLEM INCXYL32,574$3.0M0.11%
96BIOMARIN PHARMACEUTICAL INCBMRN3,000$2.9M0.11%
97PALO ALTO NETWORKS INCPANW1,200$2.8M0.10%
98VMWARE INC92856340214,073$2.3M0.08%
99LIVE NATION ENTERTAINMENT INLYV2,200$2.3M0.08%
100RHRH1,600$2.2M0.08%
101PROLOGIS INC.PLDGP20,627$2.2M0.08%
102CLOUDFLARE INCNET2,400$2.0M0.07%
103TEXAS INSTRS INC88250810412,722$2.0M0.07%
104AUTODESK INCADSK9,674$2.0M0.07%
105LUMENTUM HLDGS INCLITE2,000$2.0M0.07%
106ANALOG DEVICES INCADI11,087$1.9M0.07%
107CHEGG INCCHGG2,400$1.9M0.07%
108DOCUSIGN INCDOCU1,800$1.8M0.06%
109OKTA INCOKTA1,800$1.6M0.06%
110MIDDLEBY CORPMIDD1,200$1.3M0.05%
111SYNAPTICS INCSYNA14,357$1.3M0.05%
112EQUITY LIFESTYLE PPTYS INC29472R10819,197$1.2M0.04%
113REXFORD INDL RLTY INC76169C10024,531$1.1M0.04%
114EXTRA SPACE STORAGE INCEXR9,904$1.1M0.04%
115WELLTOWER INCWELL14,552$1.1M0.04%
116BIOMARIN PHARMACEUTICAL INCBMRN1,000$998,9920.04%
117AMERICAN TOWER CORP NEW03027X1006,250$970,7790.04%
118AVALONBAY CMNTYS INCAWX5,632$913,5680.03%
119SHAKE SHACK INCSHAK1,200$895,6800.03%
120INVITATION HOMES INCINVH28,509$853,3180.03%
121ALEXANDRIA REAL ESTATE EQ IN0152711098,771$829,2580.03%
122SUN CMNTYS INC8666741046,905$771,7950.03%
123PAYPAL HLDGS INCPYPL12,027$664,0840.02%
124FEDERAL RLTY INVT TR NEW3137451016,729$576,0090.02%
125SAREPTA THERAPEUTICS INCSRPT300$534,2040.02%
126SIMON PPTY GROUP INC NEW8288061094,977$507,8300.02%
127OMEGA HEALTHCARE INVS INC68193610016,184$506,8820.02%
128CARETRUST REIT INCCTRE24,234$469,2300.02%
129BLOCK INCBSQKZ480$445,4210.02%
130PHINIA INCPHIN15,501$415,2720.01%
131DOUGLAS EMMETT INCDEI23,860$287,5590.01%
132ABBVIE INCABBV1,189$167,3980.01%
133PRUDENTIAL FINL INCPUKPF1,739$155,8570.01%
134METLIFE INCMET-PF2,552$151,6370.01%
135HOME DEPOT INCHD437$124,7170.00%
136MODERNA INCMRNA1,110$108,2900.00%
137LAUDER ESTEE COS INC518439104733$100,0760.00%
138HUMANA INCHUM201$92,3640.00%
139CVS HEALTH CORPCVS1,397$92,1260.00%
140EDWARDS LIFESCIENCES CORPEW1,342$87,8150.00%
141ADOBE INCADBE174$83,7990.00%
142CONAGRA BRANDS INCCAG2,655$68,7600.00%
143INTEL CORPINTC1,611$54,0930.00%
144COMCAST CORP NEWCCZ1,284$53,7730.00%
145TAPESTRY INCTPR1,976$53,6580.00%
146INTUITINTU106$51,1540.00%
147VALERO ENERGY CORPVLO380$50,8620.00%
148AMBARELLA INCAMBA998$49,9870.00%
149LOWES COS INC548661107253$49,6660.00%
150INTERNATIONAL BUSINESS MACHSINTR349$46,2480.00%
151QUALCOMM INCQCOM428$44,8960.00%
152APPLIED MATLS INC038222105322$42,1070.00%
153WILLIAMS COS INC9694571001,284$40,8580.00%
154SERVICENOW INCNOW77$40,6520.00%
155CHENIERE ENERGY INCLNG255$39,9710.00%
156NUCOR CORPNUE270$39,8720.00%
157VERIZON COMMUNICATIONS INCVZ1,297$39,7030.00%
158NIKE INCNKE406$36,6680.00%
159BAKER HUGHES COMPANYBKR1,067$35,5950.00%
160CITIGROUP INCC-PR892$34,6520.00%
161DISNEY WALT CO254687106447$34,2190.00%
162KINDER MORGAN INC DELEP-PC2,130$33,3560.00%
163DANAHER CORPORATION235851102129$30,2290.00%
164NEWMONT CORPNEMCL859$29,9790.00%
165LAM RESEARCH CORPLRCX50$29,6000.00%
166MARSH & MCLENNAN COS INC571748102158$28,3990.00%
167CARRIER GLOBAL CORPORATIONCARR534$27,8410.00%
168MICRON TECHNOLOGY INCMU422$27,1160.00%
169GE HEALTHCARE TECHNOLOGIES IGEHC412$26,4770.00%
170AMGEN INCAMGN104$26,4000.00%
171MCKESSON CORPMCK64$26,2860.00%
172CENTENE CORP DELCNC404$26,2830.00%
173KRAFT HEINZ COKHC820$26,0540.00%
174MICROCHIP TECHNOLOGY INC.MCHPP353$26,0230.00%
175UBER TECHNOLOGIES INCUBER599$26,0190.00%
176SYNOPSYS INCSNPS60$26,0100.00%
177KLA CORPKLAC60$25,9930.00%
178BIOGEN INCBIIB106$25,7310.00%
179PACCAR INCPCAR320$25,6970.00%
180ATLASSIAN CORPORATIONTEAM135$25,6940.00%
181LKQ CORPLKQ549$25,6730.00%
182CADENCE DESIGN SYSTEM INCCDNS116$25,6710.00%
183THE CIGNA GROUP12552310095$25,6690.00%
184ROCKWELL AUTOMATION INCROK95$25,6510.00%
185KEYSIGHT TECHNOLOGIES INCKEYS205$25,6180.00%
186LIBERTY BROADBAND CORPLBRDP297$25,6170.00%
187PAYCHEX INCPAYX235$25,5990.00%
188AMERICAN INTL GROUP INC026874784447$25,5850.00%
189TRUIST FINL CORP89832Q109946$25,5630.00%
190GILEAD SCIENCES INCGILD361$25,5520.00%
191GRAINGER W W INC38480210439$25,4850.00%
192BRISTOL-MYERS SQUIBB COCELG-RI464$25,4360.00%
193COPART INCCPRT624$25,3960.00%
194BECTON DICKINSON & COBDX104$25,3950.00%
195VERTEX PHARMACEUTICALS INCVRTX77$25,2900.00%
196CORNING INCGLW878$25,2680.00%
197UNITED RENTALS INCURI60$25,1940.00%
198VEEVA SYS INCVEEV131$25,1730.00%
199FIDELITY NATL INFORMATION SV31620M106482$25,1620.00%
200FORTIVE CORPFTV359$25,1460.00%
201INTUITIVE SURGICAL INCISRG91$25,1220.00%
202COLGATE PALMOLIVE COCL374$25,1190.00%
203MARRIOTT INTL INC NEW571903202135$25,0630.00%
204SHERWIN WILLIAMS COSHW104$25,0530.00%
205PNC FINL SVCS GROUP INC693475105216$25,0470.00%
206INGERSOLL RAND INCIR416$25,0370.00%
207CUMMINS INCCMI116$25,0310.00%
208UNITED PARCEL SERVICE INCUPS170$25,0280.00%
209DEXCOM INCDXCM284$25,0270.00%
210KROGER COKR592$25,0220.00%
211PARKER-HANNIFIN CORPPH68$25,0180.00%
212AUTOMATIC DATA PROCESSING INADP110$24,9950.00%
213GARTNER INCIT77$24,9900.00%
214HILTON WORLDWIDE HLDGS INCHLT176$24,9650.00%
215CDW CORPCDW131$24,9640.00%
216GENUINE PARTS COGPC183$24,9550.00%
217PPG INDS INC693506107203$24,8870.00%
218KIMBERLY-CLARK CORPKMB218$24,8830.00%
219BROADRIDGE FINL SOLUTIONS IN11133T103147$24,8600.00%
220OMNICOM GROUP INCOMC353$24,8330.00%
221EXPEDIA GROUP INCEXPE255$24,8240.00%
222AGILENT TECHNOLOGIES INCA235$24,8200.00%
223PALO ALTO NETWORKS INCPANW112$24,8000.00%
224KKR & CO INCKKRT426$24,7850.00%
225IDEXX LABS INC45168D10460$24,7800.00%
226CME GROUP INCCME131$24,7730.00%
227AIRBNB INCABNB191$24,7530.00%
228TRACTOR SUPPLY COTSCO129$24,7400.00%
229ROPER TECHNOLOGIES INCROP54$24,7000.00%
230ELEVANCE HEALTH INCELV60$24,6760.00%
231PRICE T ROWE GROUP INCTROW249$24,6640.00%
232ECOLAB INCECL154$24,6400.00%
233INTERCONTINENTAL EXCHANGE IN45866F104237$24,6280.00%
234AMERIPRISE FINL INC03076C10679$24,6000.00%
235KEURIG DR PEPPER INCKDP824$24,5700.00%
236MONGODB INCMDB75$24,5000.00%
237WASTE CONNECTIONS INCWCN193$24,4820.00%
238BANK NEW YORK MELLON CORP064058100607$24,4520.00%
239ANSYS INC03662Q10587$24,4500.00%
240MCCORMICK & CO INCMKC-V342$24,4330.00%
241MOTOROLA SOLUTIONS INCMSI95$24,4280.00%
242HERSHEY COHSY129$24,3780.00%
243HP INCHPQ1,004$24,3710.00%
244US BANCORP DELUSB-PS779$24,3250.00%
245LAS VEGAS SANDS CORPLVS561$24,2890.00%
246SNOWFLAKE INCSNOW168$24,2410.00%
247DIGITAL RLTY TR INC253868103212$24,2330.00%
248HUBSPOT INCHUBS52$24,1890.00%
249CROWN CASTLE INCCCI278$24,1650.00%
250CONSOLIDATED EDISON INCED299$24,1540.00%
251ULTA BEAUTY INCULTA64$24,1460.00%
252FISERV INCFISV226$24,1120.00%
253WEST PHARMACEUTICAL SVSC INC95530610568$24,0980.00%
254METTLER TOLEDO INTERNATIONALMTD23$24,0710.00%
255STATE STR CORPSTT-PG380$24,0330.00%
256SEMPRASREA374$24,0310.00%
257PUBLIC SVC ENTERPRISE GRP IN744573106447$24,0270.00%
258RAYMOND JAMES FINL INC754730109253$23,9990.00%
259AUTOZONE INCAZO10$23,9900.00%
260GLOBAL PMTS INC37940X102220$23,9770.00%
261REALTY INCOME CORPO507$23,9150.00%
2623M COMMM270$23,8750.00%
263WARNER BROS DISCOVERY INCWBD2,324$23,8380.00%
264AIR PRODS & CHEMS INCAIIR89$23,8230.00%
265ZIMMER BIOMET HOLDINGS INCZBH224$23,7420.00%
266CINTAS CORPCTAS52$23,6250.00%
267MOODYS CORPMCO79$23,5910.00%
268EXELON CORPEXC659$23,5220.00%
269BROWN FORMAN CORPBF-B431$23,4850.00%
270ALIGN TECHNOLOGY INCALGN81$23,3590.00%
271TARGET CORPTGT222$23,1840.00%
272EDISON INTL281020107382$22,8350.00%
273WORKDAY INCWDAY112$22,7280.00%
274BLOCK INCBSQKZ518$21,6540.00%