Employees Provident Fund Board — 13F Holdings & Portfolio

CIK 1600177 · latest 13F-HR filed 2026-05-12

Employees Provident Fund Board manages $13.23B in 13F-reported U.S. long-equity assets across 70 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are MSFT (9.17%), NVDA (8.90%), GOOGL (5.52%). Quarter over quarter (versus its 2008-03-31 filing) the fund opened 64 new positions, exited 11, added to 5, and trimmed 1.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Loading holdings…
AUM

$13.23B

Long-equity book

Holdings

70

Distinct positions

Period

2026-03-31

Filed 2026-05-12

Q/Q Activity

+64 / −11 / ↑5 / ↓1

vs 2008-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • MICROSOFT CORP$1.20B +10484.6%
  • JPMORGAN CHASE & CO$326.9M +5984.3%
  • BANK AMERICA CORP$275.6M +3842.1%
  • EXXON MOBIL CORP$167.7M +4014.8%
  • JOHNSON & JOHNSON$33.4M +298.6%
Show all 5

Top Trims

  • VERIZON COMMUNICATIONS INC-$5.5M -86.3%
Show all 1

New Positions

  • NVIDIA CORPORATION$1.18B
  • ALPHABET INC$730.5M
  • META PLATFORMS INC$707.5M
  • MICRON TECHNOLOGY INC$600.8M
  • ELI LILLY & CO$482.3M
Show all 64

Exited Positions

  • GENERAL ELECTRIC CO$19.6M
  • PROCTER & GAMBLE CO$14.4M
  • PFIZER INC$10.2M
  • AT&T INC$6.6M
  • INTEL CORP$6.0M
Show all 11
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 MICROSOFT CORP MSFT 594918104 $1.21B 9.17% 3,278,441 SH
2 NVIDIA CORPORATION NVDA 67066G104 $1.18B 8.90% 6,756,198 SH
3 ALPHABET INC GOOGL 02079K305 $730.5M 5.52% 2,540,176 SH
4 META PLATFORMS INC META 30303M102 $707.5M 5.35% 1,236,600 SH
5 MICRON TECHNOLOGY INC MU 595112103 $600.8M 4.54% 1,778,313 SH
6 ELI LILLY & CO LLY 532457108 $482.3M 3.64% 524,361 SH
7 BROADCOM INC AVGO 11135F101 $464.4M 3.51% 1,500,410 SH
8 APPLE INC AAPL 037833100 $449.6M 3.40% 1,771,437 SH
9 AMAZON COM INC AMZN 023135106 $437.4M 3.30% 2,100,000 SH
10 AGNICO EAGLE MINES LTD AEM 008474108 $374.5M 2.83% 1,851,210 SH
11 JPMORGAN CHASE & CO JPM 46625H100 $332.4M 2.51% 1,130,000 SH
12 PALO ALTO NETWORKS INC PANW 697435105 $302.1M 2.28% 1,884,458 SH
13 APPLIED MATLS INC AMAT 038222105 $293.0M 2.21% 857,351 SH
14 SERVICENOW INC NOW 81762P102 $282.9M 2.14% 2,705,845 SH
15 BANK AMERICA CORP BAC 060505104 $282.8M 2.14% 5,800,000 SH
16 MASTERCARD INCORPORATED MA 57636Q104 $266.3M 2.01% 533,000 SH
17 QUANTA SVCS INC PWR 74762E102 $237.3M 1.79% 432,138 SH
18 DATADOG INC DDOG 23804L103 $236.1M 1.78% 2,000,000 SH
19 UBER TECHNOLOGIES INC UBER 90353T100 $233.5M 1.76% 3,245,686 SH
20 NEXTERA ENERGY INC NEE 65339F101 $232.2M 1.75% 2,500,000 SH
21 CROWDSTRIKE HLDGS INC CRWD 22788C105 $230.5M 1.74% 590,450 SH
22 MERCK & CO INC MRK 58933Y105 $228.0M 1.72% 1,895,165 SH
23 ARM HOLDINGS PLC ARM 042068205 $211.8M 1.60% 1,400,000 SH
24 INTUITIVE SURGICAL INC ISRG 46120E602 $196.9M 1.49% 427,033 SH
25 SYNOPSYS INC SNPS 871607107 $196.0M 1.48% 494,344 SH
26 ZOETIS INC ZTS 98978V103 $181.7M 1.37% 1,537,130 SH
27 EXXON MOBIL CORP XOM 30231G102 $171.9M 1.30% 1,013,354 SH
28 DISNEY WALT CO DIS 254687106 $167.2M 1.26% 1,734,806 SH
29 SALESFORCE INC CRM 79466L302 $166.9M 1.26% 894,097 SH
30 NIKE INC NKE 654106103 $154.3M 1.17% 2,920,713 SH
31 BRISTOL-MYERS SQUIBB CO BMY 110122108 $152.2M 1.15% 2,509,000 SH
32 MONGODB INC MDB 60937P106 $143.1M 1.08% 584,559 SH
33 DEXCOM INC DXCM 252131107 $137.5M 1.04% 2,190,029 SH
34 SLB LIMITED SLB 806857108 $134.0M 1.01% 2,606,632 SH
35 BOSTON SCIENTIFIC CORP BSX 101137107 $133.9M 1.01% 2,134,591 SH
36 BIOGEN INC BIIB 09062X103 $129.1M 0.98% 704,196 SH
37 BARRICK MNG CORP B 06849F108 $114.0M 0.86% 2,799,957 SH
38 WESTERN DIGITAL CORP WDC 958102105 $109.6M 0.83% 405,167 SH
39 RESMED INC RMD 761152107 $96.5M 0.73% 429,899 SH
40 UNITEDHEALTH GROUP INC UNH 91324P102 $81.2M 0.61% 300,000 SH
41 NETFLIX INC. NFLX 64110L106 $72.1M 0.54% 750,000 SH
42 DOLLAR GEN CORP DG 256677105 $69.6M 0.53% 585,851 SH
43 TJX COS INC NEW TJX 872540109 $48.4M 0.37% 303,208 SH
44 GILEAD SCIENCES INC GILD 375558103 $48.2M 0.36% 346,000 SH
45 JOHNSON & JOHNSON JNJ 478160104 $44.6M 0.34% 182,381 SH
46 CUMMINS INC CMI 231021106 $43.3M 0.33% 80,523 SH
47 STRYKER CORPORATION SYK 863667101 $37.3M 0.28% 113,560 SH
48 ABBVIE INC ABBV 00287Y109 $31.6M 0.24% 145,134 SH
49 DOVER CORP DOV 260003108 $29.6M 0.22% 142,000 SH
50 FIRST SOLAR INC FSLR 336433107 $28.9M 0.22% 146,500 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-05-12 $13.23B 70 0001600177-26-000079
2008-06-30 2026-04-22 $148.9M 17 0001600177-26-000077
2008-03-31 2026-04-22 $125.8M 17 0001600177-26-000078