Ccla Investment Management
CCLA Investment Management Limited is an asset management firm headquartered in London, United Kingdom. Founded in 1958, it is among the UK's largest charity investment managers, serving charities, religious organisations, and the public sector. The firm is authorised and regulated by the Financial Conduct Authority and is known for its focus on responsible and sustainable investment.
Investment Strategy
CCLA Investment Management's investment strategy emphasizes the preservation of capital, delivering consistent income, and maintaining liquidity, primarily through diversified sterling-denominated deposits and fixed income securities. They seek to invest in high-quality assets such as certificates of deposit, call accounts, term deposits with banks and building societies, as well as commercial paper, floating rate notes, and bonds. Their philosophy prioritizes risk management, sustainability, and responsible investment across their portfolio, aligning their interests with those of charity and public sector clients.
Latest 13F Filing Activity
Ccla Investment Management filed their most recent 13F report on Sep 30, 2025 disclosing 53 equity positions with a total 13F market value of $6B. The fund increased holdings in Booking Holdings Inc., Alphabet Inc., Mercadolibre Inc. among other positions. Ccla Investment Management reduced exposure to Abbott Labs, Ansys, Nice LTD among others.
Top Holdings
Equity Positions (53)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | Microsoft Corp | 5.91% | $369.6M | 713,663 | $275.51 | $517.95 | +$39.4M |
G GOOG | Alphabet Inc. | 5.53% | $345.9M | 1,420,484 | $125.70 | $243.55 | +$117.2M |
A AMZN | Amazon Com Inc. | 4.30% | $269.0M | 1,225,149 | $160.97 | $219.57 | +$26.4M |
A AVGO | Broadcom Inc | 3.33% | $207.9M | 630,678 | $243.02 | $329.91 | +$63.1M |
V V | Visa Inc. | 2.89% | $180.7M | 529,623 | $203.02 | $341.38 | -$3.9M |