DOSSIER · 13F-HR · Q1 2026

Varma Mutual Pension Insurance Co

Varma Mutual Pension Insurance's hedge fund based in Stamford, CT $17.0B in tracked AUM across 319 positions as of Q1 2026.

VM
Varma Mutual Pension Insurance·Stamford, CT·Hedge Fund
CIK 0001698484 · last filed Mar 31, 2026
Total AUM
$17.0B
2.5%
vs prior
Holdings
319
positions
Whale Score
70
70
strong
Activity
no data
changes this Q
Top sector
Tech
38% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Varma Mutual Pension Insurance Co filed Q1 2026 13F-HR with $17.0B in disclosed U.S. equity holdings The portfolio is led by Unknown exposure, with top positions including IGV (9.6%), KLMN (8.8%), KLMT (8.0%). Quarter-over-quarter activity shows 9 new entries and 9 exits, with a net reductive posture across 59 changed positions. Notable reduction: KLMN (41.2% reduction) (INVESCO EXCH TRADED FD TR II).

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
IGV
ISHARES TR
$1.6B20.4M9.6%
02
KLMN
INVESCO EXCH TRADED FD TR II
$1.5B56.0M8.8%
03
KLMT
INVESCO EXCH TRADED FD TR II
$1.4B44.9M8.0%
04
XLE
SELECT SECTOR SPDR TR
$862M14.1M5.1%
05
EMCS
DBX ETF TR
$766M20.6M4.5%
06
NVDA
NVIDIA CORPORATION
$682M3.9M4.0%
07
AAPL
APPLE INC
$618M2.4M3.6%
08
GOOGL
ALPHABET INC
$443M1.5M2.6%
09
MSFT
MICROSOFT CORP
$414M1.1M2.4%
10
LCTU
BLACKROCK ETF TRUST
$338M4.8M2.0%

Filing history

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