Filed: 10/28/2024ACC: 0001694164-24-000010
📋 What this filing means
AUSTRALIANSUPER PTY LTD filed this quarterly 13F‑HR report disclosing 238 equity positions with a total reported market value of $20.06B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
238
Positions
$20.06B
Total AUM (reported)
178.48M
Total Shares
Allocation by class
COM$15.40B76.8%
CAP STK CL A$1.27B6.3%
CL A$966.34M4.8%
SHS$594.88M3.0%
SPONSORED ADS$464.61M2.3%
COM NEW$427.89M2.1%
COM CL A$324.22M1.6%
Portfolio Concentration
Top 3$5.07B25.3%
4–10$3.70B18.4%
11–25$3.71B18.5%
Rest$7.58B37.8%
Top 3 weight
25.3%
Top 10 weight
43.7%
Voting Authority Distribution
Total shares with voting rights: 178.48M
Sole
Full voting authority
178.48M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole238
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings238
Rows:
MICROSOFT CORP
SOLEShares5.34M
TypeSH
Market value$2.30B
11.46%
Sole
5.34M
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares8.06M
TypeSH
Market value$1.50B
7.49%
Sole
8.06M
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares7.66M
TypeSH
Market value$1.27B
6.33%
Sole
7.66M
Shared
0.00
None
0.00
APPLE INC
SOLEShares4.77M
TypeSH
Market value$1.11B
5.54%
Sole
4.77M
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares5.52M
TypeSH
Market value$670.91M
3.34%
Sole
5.52M
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares1.11M
TypeSH
Market value$635.09M
3.17%
Sole
1.11M
Shared
0.00
None
0.00
UNITEDHEALTH GROUP INC
SOLEShares556.90K
TypeSH
Market value$325.61M
1.62%
Sole
556.90K
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares1.84M
TypeSH
Market value$320.02M
1.60%
Sole
1.84M
Shared
0.00
None
0.00
VISA INC
SOLEShares1.16M
TypeSH
Market value$319.61M
1.59%
Sole
1.16M
Shared
0.00
None
0.00
PROCTER AND GAMBLE CO
SOLEShares1.83M
TypeSH
Market value$316.46M
1.58%
Sole
1.83M
Shared
0.00
None
0.00
S&P GLOBAL INC
SOLEShares596.66K
TypeSH
Market value$308.24M
1.54%
Sole
596.66K
Shared
0.00
None
0.00
PROGRESSIVE CORP
SOLEShares1.21M
TypeSH
Market value$306.98M
1.53%
Sole
1.21M
Shared
0.00
None
0.00
HOME DEPOT INC
SOLEShares727.76K
TypeSH
Market value$294.89M
1.47%
Sole
727.76K
Shared
0.00
None
0.00
UNITED RENTALS INC
SOLEShares361.12K
TypeSH
Market value$292.41M
1.46%
Sole
361.12K
Shared
0.00
None
0.00
SERVICENOW INC
SOLEShares281.83K
TypeSH
Market value$252.07M
1.26%
Sole
281.83K
Shared
0.00
None
0.00
SALESFORCE INC
SOLEShares907.82K
TypeSH
Market value$248.48M
1.24%
Sole
907.82K
Shared
0.00
None
0.00
AMERICAN TOWER CORP NEW
SOLEShares1.01M
TypeSH
Market value$235.95M
1.18%
Sole
1.01M
Shared
0.00
None
0.00
HEICO CORP NEW
SOLEShares1.15M
TypeSH
Market value$233.92M
1.17%
Sole
1.15M
Shared
0.00
None
0.00
MCDONALDS CORP
SOLEShares762.14K
TypeSH
Market value$232.08M
1.16%
Sole
762.14K
Shared
0.00
None
0.00
FLUTTER ENTMT PLC
SOLEShares962.21K
TypeSH
Market value$228.31M
1.14%
Sole
962.21K
Shared
0.00
None
0.00
BOSTON SCIENTIFIC CORP
SOLEShares2.68M
TypeSH
Market value$224.32M
1.12%
Sole
2.68M
Shared
0.00
None
0.00
EDWARDS LIFESCIENCES CORP
SOLEShares3.27M
TypeSH
Market value$216.01M
1.08%
Sole
3.27M
Shared
0.00
None
0.00
AMETEK INC
SOLEShares1.26M
TypeSH
Market value$215.78M
1.08%
Sole
1.26M
Shared
0.00
None
0.00
TESLA INC
SOLEShares806.98K
TypeSH
Market value$211.13M
1.05%
Sole
806.98K
Shared
0.00
None
0.00
INTUIT
SOLEShares336.54K
TypeSH
Market value$208.99M
1.04%
Sole
336.54K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | COM | 5.34M | SH | $2.30B 11.46% | 5.34M | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 8.06M | SH | $1.50B 7.49% | 8.06M | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 7.66M | SH | $1.27B 6.33% | 7.66M | 0.00 | 0.00 |
APPLE INCSOLE | COM | 4.77M | SH | $1.11B 5.54% | 4.77M | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 5.52M | SH | $670.91M 3.34% | 5.52M | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 1.11M | SH | $635.09M 3.17% | 1.11M | 0.00 | 0.00 |
UNITEDHEALTH GROUP INCSOLE | COM | 556.90K | SH | $325.61M 1.62% | 556.90K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 1.84M | SH | $320.02M 1.60% | 1.84M | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 1.16M | SH | $319.61M 1.59% | 1.16M | 0.00 | 0.00 |
PROCTER AND GAMBLE COSOLE | COM | 1.83M | SH | $316.46M 1.58% | 1.83M | 0.00 | 0.00 |
S&P GLOBAL INCSOLE | COM | 596.66K | SH | $308.24M 1.54% | 596.66K | 0.00 | 0.00 |
PROGRESSIVE CORPSOLE | COM | 1.21M | SH | $306.98M 1.53% | 1.21M | 0.00 | 0.00 |
HOME DEPOT INCSOLE | COM | 727.76K | SH | $294.89M 1.47% | 727.76K | 0.00 | 0.00 |
UNITED RENTALS INCSOLE | COM | 361.12K | SH | $292.41M 1.46% | 361.12K | 0.00 | 0.00 |
SERVICENOW INCSOLE | COM | 281.83K | SH | $252.07M 1.26% | 281.83K | 0.00 | 0.00 |
SALESFORCE INCSOLE | COM | 907.82K | SH | $248.48M 1.24% | 907.82K | 0.00 | 0.00 |
AMERICAN TOWER CORP NEWSOLE | COM | 1.01M | SH | $235.95M 1.18% | 1.01M | 0.00 | 0.00 |
HEICO CORP NEWSOLE | CL A | 1.15M | SH | $233.92M 1.17% | 1.15M | 0.00 | 0.00 |
MCDONALDS CORPSOLE | COM | 762.14K | SH | $232.08M 1.16% | 762.14K | 0.00 | 0.00 |
FLUTTER ENTMT PLCSOLE | SHS | 962.21K | SH | $228.31M 1.14% | 962.21K | 0.00 | 0.00 |
BOSTON SCIENTIFIC CORPSOLE | COM | 2.68M | SH | $224.32M 1.12% | 2.68M | 0.00 | 0.00 |
EDWARDS LIFESCIENCES CORPSOLE | COM | 3.27M | SH | $216.01M 1.08% | 3.27M | 0.00 | 0.00 |
AMETEK INCSOLE | COM | 1.26M | SH | $215.78M 1.08% | 1.26M | 0.00 | 0.00 |
TESLA INCSOLE | COM | 806.98K | SH | $211.13M 1.05% | 806.98K | 0.00 | 0.00 |
INTUITSOLE | COM | 336.54K | SH | $208.99M 1.04% | 336.54K | 0.00 | 0.00 |
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