OREGON PUBLIC EMPLOYEES RETIREMENT FUND just filed a portfolio update, which we received from a 13F disclosure. This disclosure reflects the funds' holdings for the 06-30-2026 report period. You can see the full portfolio on Quiver Quantitative, and track moves made by other funds.
Per our estimates, the largest stock moves were:
- An addition of 195,574 shares of $NVDA (~$39,132,402). This was an increase of ~7% over their previous position.
- An addition of 124,905 shares of $AAPL (~$36,142,511). This was an increase of ~7% over their previous position.
- An addition of 107,665 shares of $MRVL (~$32,072,327). This was an increase of ~inf% over their previous position.
- An addition of 63,015 shares of $MSFT (~$23,505,855). This was an increase of ~7% over their previous position.
- An addition of 85,032 shares of $AMZN (~$20,266,527). This was an increase of ~8% over their previous position.
- An addition of 54,353 shares of $GOOGL (~$19,424,132). This was an increase of ~8% over their previous position.
Note that there may be inaccuracies in these estimates due to filing errors by the funds, parsing errors by us, or other anomalies.
Check out Quiver Quantitative's fund page for OREGON PUBLIC EMPLOYEES RETIREMENT FUND for more details.
