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EPFB

Employees Provident Fund Board Portfolio holdings

AUM $17.4B
1-Year Est. Return 49.08%
This Fund
S&P 500
This Quarter Est. Return
-7.58%
1 Year Est. Return
+49.08%
3 Year Est. Return
+125.51%
5 Year Est. Return
+167.05%
10 Year Est. Return
+526.03%
AUM
$8.81B
AUM Growth
+$752M
Cap. Flow
+$1.63B
Cap. Flow %
18.54%
Top 10 Hldgs %
39.32%
Holding
90
New
8
Increased
44
Reduced
14
Closed
4
Avg Time Held
10.4 quarters
Top 10 Avg Time Held
12.8 quarters
Top 20 Avg Time Held
8.2 quarters

Top Buys

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$264M
2
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$150M
3
NOW icon
ServiceNow
NOW
+$118M
4
MRVL icon
Marvell Technology
MRVL
+$117M
5
BSX icon
Boston Scientific
BSX
+$113M

Top Sells

Rank Stock Value
1
LRCX icon
Lam Research
LRCX
+$135M
2
HES
Hess
HES
+$81.9M
3
SPOT icon
Spotify
SPOT
+$69.3M
4
BMY icon
Bristol-Myers Squibb
BMY
+$60.7M
5
CRWD icon
CrowdStrike
CRWD
+$57.6M

Sector Composition

Rank Sector Weight
1 Technology 45.89%
2 Healthcare 18.87%
3 Communication Services 7.94%
4 Consumer Discretionary 5.91%
5 Financials 5.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow Held Since
NVDA icon
1
NVIDIA
NVDA
$5.57T
$746M 8.48%
6,887,347
+2,086,887
+43% +$264M
2017 Q1
32 quarters
MSFT icon
2
Microsoft
MSFT
$3.88T
$636M 7.23%
1,694,769
+261,101
+18% +$106M
2013 Q2
47 quarters
GOOGL icon
3
Alphabet (Google) Class A
GOOGL
$4.26T
$343M 3.9%
2,220,974
+824,665
+59% +$150M
2015 Q3
38 quarters
LLY icon
4
Eli Lilly
LLY
$1.04T
$322M 3.66%
389,981
+117,356
+43% +$97.7M
2023 Q1
8 quarters
META icon
5
Meta Platforms (Facebook)
META
$1.84T
$264M 3%
458,060
+144,913
+46% +$93.5M
2023 Q4
5 quarters
AAPL icon
6
Apple
AAPL
$4.97T
$261M 2.97%
1,175,473
+86,349
+8% +$20M
2023 Q3
6 quarters
NOW icon
7
ServiceNow
NOW
$144B
$230M 2.62%
1,446,675
+609,835
+73% +$118M
2018 Q4
25 quarters
ZTS icon
8
Zoetis
ZTS
$30.2B
$225M 2.55%
1,364,380
+444,720
+48% +$74M
2023 Q1
8 quarters
NKE icon
9
Nike
NKE
$51.6B
$219M 2.49%
3,448,773
+228,000
+7% +$16.8M
2021 Q1
16 quarters
MU icon
10
Micron Technology
MU
$1.17T
$215M 2.44%
2,476,358
+107,342
+5% +$10.3M
2022 Q1
12 quarters
AMZN icon
11
Amazon
AMZN
$2.74T
$209M 2.38%
1,100,000
+460,000
+72% +$99.8M
2016 Q4
33 quarters
XOM icon
12
ExxonMobil
XOM
$693B
$189M 2.14%
1,585,790
+100,000
+7% +$11.1M
2024 Q1
4 quarters
AVGO icon
13
Broadcom
AVGO
$1.72T
$169M 1.92%
1,009,666
+33,071
+3% +$7M
2018 Q2
27 quarters
UBER icon
14
Uber
UBER
$143B
$165M 1.87%
2,258,575
-151,707
-6% -$10.9M
2023 Q1
8 quarters
ADBE icon
15
Adobe
ADBE
$95.8B
$162M 1.84%
421,741
+26,722
+7% +$11.5M
2023 Q2
7 quarters
MRVL icon
16
Marvell Technology
MRVL
$247B
$154M 1.75%
2,496,095
+1,209,242
+94% +$117M
2022 Q1
12 quarters
DDOG icon
17
Datadog
DDOG
$98.3B
$151M 1.72%
1,522,643
+393,738
+35% +$49.7M
2022 Q4
9 quarters
AMD icon
18
Advanced Micro Devices
AMD
$1.01T
$151M 1.71%
1,467,214
+182,502
+14% +$20.3M
2021 Q4
13 quarters
PANW icon
19
Palo Alto Networks
PANW
$326B
$148M 1.69%
869,838
-19,468
-2% -$3.6M
2023 Q3
6 quarters
NEM icon
20
Newmont
NEM
$122B
$147M 1.67%
3,040,669
– –
2020 Q2
19 quarters
PWR icon
21
Quanta Services
PWR
$103B
$142M 1.61%
558,350
+131,429
+31% +$38M
2024 Q3
2 quarters
BSX icon
22
Boston Scientific
BSX
$60.9B
$140M 1.59%
1,386,617
+1,125,651
+431% +$113M
2024 Q4
1 quarter
MCO icon
23
Moody's
MCO
$79.4B
$139M 1.58%
298,149
+22,949
+8% +$11.1M
2020 Q2
19 quarters
MRK icon
24
Merck
MRK
$351B
$136M 1.54%
1,510,034
+458,969
+44% +$42.9M
2013 Q2
47 quarters
AMAT icon
25
Applied Materials
AMAT
$404B
$130M 1.48%
896,781
+50,000
+6% +$8.41M
2024 Q1
4 quarters
1
2 3 4

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LCOV
London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return
EIP
Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return
AI
Advent International Boston, Massachusetts $17.7B AUM 5.23% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
AIMCA
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 27.56% 1-Year Est. Return
TI
Trexquant Investment Stamford, Connecticut $17B AUM 39.66% 1-Year Est. Return

Employees Provident Fund Board's Q1 2025 Portfolio in Review

As of Q1 2025, Employees Provident Fund Board held 90 positions worth $8.81B, up 9.3% from $8.05B the previous quarter. Its ten largest holdings account for 39% of the portfolio.

Employees Provident Fund Board deployed $1.63B of net new capital in Q1 2025, opening 8 new positions and adding to 44 existing holdings. Its largest new stake was Oracle: 500,000 shares worth $69.9M.

By sector, the portfolio is most concentrated in Technology at 46% of assets, down from 49% a quarter earlier, followed by Healthcare and Communication Services.

On the sell side, the largest reduction was Lam Research, an estimated $135M trimmed.

  • Employees Provident Fund Board's largest Q1 2025 buy was Oracle: 500,000 shares worth $69.9M.
  • Employees Provident Fund Board added most to NVIDIA in Q1 2025, an estimated $264M increase.
  • Employees Provident Fund Board's biggest Q1 2025 reduction was Lam Research, cutting an estimated $135M.
  • Employees Provident Fund Board fully exited Hess in Q1 2025, selling an estimated $81.9M.
  • Employees Provident Fund Board's ten largest holdings make up 39% of its $8.81B portfolio in Q1 2025.
  • Employees Provident Fund Board opened 8 new positions and closed 4 in Q1 2025.
  • Employees Provident Fund Board's portfolio value rose 9.3% quarter-over-quarter to $8.81B.

Based on Employees Provident Fund Board's 13F filing for Q1 2025, filed 17 Mar 2026.