§ 13F · FUND PROFILE
CCLA Investment Management.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $125M (13F)Positions · 53Turnover · — · Q4Filed · Apr 8, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$6M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED APR 8, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | GOOG | Alphabet Inc. | 1.38M | $432K | 6.9% | NEW |
| 2 | MSFT | Microsoft Corp | 705K | $341K | 5.5% | NEW |
| 3 | AMZN | Amazon Com Inc. | 1.23M | $285K | 4.6% | NEW |
| 4 | AVGO | Broadcom Inc | 635K | $220K | 3.5% | NEW |
| 5 | V | Visa Inc. | 522K | $182K | 2.9% | NEW |
| 6 | SPGI | S&P Global Inc | 334K | $175K | 2.8% | NEW |
| 7 | BIP | Brookfield Infrastructure NPV | 4.71M | $164K | 2.6% | NEW |
| 8 | KO | Coca Cola Co | 2.28M | $159K | 2.6% | NEW |
| 9 | HDB | HDFC Bank Ltd | 4.29M | $157K | 2.5% | NEW |
| 10 | TMO | Thermo Fisher Scientific Inc. | 268K | $155K | 2.5% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE CCLA SIGNAL
AC read
CCLA Investment Management is a Other fund managing $125 million in assets. The fund runs a portfolio of 53 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed