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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

Institutional Manager · CIK 0001977602

OFI INVEST ASSET MANAGEMENT

PARIS, I0 · File #028-23244

Latest AUM
$7.01B
Positions
370
Top-10 Concentration
54.6%
Filings
10

Sector Allocation

Technology
37.2%$2.61B
Healthcare
9.7%$679.5M
Financials
3.9%$275.6M
Industrials
3.9%$271.7M
Consumer Staples
3.2%$222.5M
Energy
2.0%$137.5M
Utilities
0.5%$35.1M
Real Estate
0.4%$25.7M
Materials
0.2%$16.7M

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1MICROSOFT CORPMSFT1,298,495$536.4M10.77%
2APPLE INCAAPL2,128,499$494.4M9.93%
3NVIDIA CORPORATIONNVDA3,030,433$483.5M9.71%
4ALPHABET INCGOOG1,242,861$332.1M6.67%
5ADVANCED MICRO DEVICES INCAMD957,541$174.8M3.51%
6BROADCOM INCAVGO529,443$156.8M3.15%
7TESLA INCTSLA383,125$147.3M2.96%
8ALPHABET INCGOOG527,867$141.8M2.85%
9META PLATFORMS INCMETA229,314$129.4M2.60%
10APPLIED MATLS INC038222105565,278$123.9M2.49%
11ELI LILLY & COLLY123,119$113.0M2.27%
12COSTCO WHSL CORP NEW22160K105135,062$99.4M2.00%
13BLACKROCK INCBLK105,724$96.4M1.94%
14JPMORGAN CHASE & COVYLD325,296$89.7M1.80%
15GILEAD SCIENCES INCGILD849,277$88.8M1.78%
16INTUITIVE SURGICAL INCISRG159,009$76.7M1.54%
17WELLS FARGO CO NEW949746101957,897$76.1M1.53%
18MORGAN STANLEYMS-PQ499,208$75.6M1.52%
19CAPITAL ONE FINL CORP14040H105342,960$70.8M1.42%
20HOME DEPOT INCHD239,524$70.4M1.41%