Large Cap Index Master Portfolio

Master Investment Portfolio · Series S000033023

Equity fund · 99% stocks
$40.98B NAV
1,028 positions · as of 2026-06-30 · filed 2026-08-25
data updated 2026-09-08

Fund profile

This fund files no prospectus profile. Unit investment trusts and closed-end funds register on forms that carry no objective or fee tagging, and some fund families file without it — a gap in what was filed, not a fund without an objective or without fees.

Allocation

Asset groups · long / short shown separately, never netted · 2026 Q2

103.64%
of net assets
Stocks99.26%
Cash & short-term4.37%
Derivatives0.00%

Look-through blends 1 underlying fund; 0.0% of NAV was not looked through and stays direct-classified.

Latest quarter

What changed since the fund's previous filing

2026Q2 vs 2026Q1: 70 new47 exited

Largest new: SPCX, BE, HONA, Credo Technology Group Holding Ltd, Carnival Corp Ltd, CRWV, SUNB, STRL

Largest exited: Carnival Corp, Coterra Energy Inc, DuPont de Nemours Inc, Hologic Inc, Masimo Corp, Chicago Mercantile Exchange, Air Lease Corp, Sealed Air Corp

Return profile

Total return as filed — price change plus distributions reinvested · trailing figures to Apr 2026

1-year
+30.41%
3-year
+79.25%
5-year
+78.73%
Volatility
13.13%
Worst 3-yr fall
-8.62%
Cumulative return· Jul 2023 – Apr 2026

May 2026 and Jun 2026 have been filed since the trailing figures were struck, so they are not in the table above or the curve — every figure here shares one cut-off, which is what makes them comparable with other funds.

Holdings

By % of NAV · equity positions carry filed share counts · every resolvable issuer links to its company page

Issuer%NAVValue
NVIDIA CorpNVDA6.64%$2.72B
Apple IncAAPL5.95%$2.44B
Microsoft CorpMSFT3.94%$1.62B
BlackRock Funds III3.75%$1.54B
Amazon.com IncAMZN3.29%$1.35B
Alphabet IncGOOGL2.96%$1.21B
Broadcom IncAVGO2.50%$1.02B
Alphabet IncGOOG2.39%$979.24M
Micron Technology IncMU1.85%$758.43M
Meta Platforms IncMETA1.76%$721.72M
Showing 10 of 1,028Sign in to see more

Reported price is the fund's own reported value divided by its own reported shares at 2026-06-30 — not a live quote, and not what the fund paid.

Top 10 positions are 35.03% of net assets, top 25 49.69%, across 1.0K issuers.

See more of this fund's book

More positions with filed share counts, and the quarter-over-quarter change list rather than the largest few — free with an account, no card required.

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