Filed: 8/1/2025ACC: 0001694164-25-000007
📋 What this filing means
AUSTRALIANSUPER PTY LTD filed this quarterly 13F‑HR report disclosing 263 equity positions with a total reported market value of $19.75B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
263
Positions
$19.75B
Total AUM (reported)
202.15M
Total Shares
Allocation by class
COM$15.35B77.7%
CL A$1.40B7.1%
SHS$484.67M2.5%
COM CL A$436.45M2.2%
CAP STK CL A$414.14M2.1%
COM SHS$365.15M1.8%
SPONSORED ADS$351.58M1.8%
Portfolio Concentration
Top 3$4.17B21.1%
4–10$3.43B17.4%
11–25$3.51B17.8%
Rest$8.64B43.7%
Top 3 weight
21.1%
Top 10 weight
38.5%
Voting Authority Distribution
Total shares with voting rights: 202.15M
Sole
Full voting authority
202.15M
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)
Sole263
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings263
Rows:
NVIDIA CORPORATION
SOLEShares9.41M
TypeSH
Market value$1.49B
7.53%
Sole
9.41M
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares2.78M
TypeSH
Market value$1.38B
7.00%
Sole
2.78M
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares5.95M
TypeSH
Market value$1.31B
6.61%
Sole
5.95M
Shared
0.00
None
0.00
APPLE INC
SOLEShares4.89M
TypeSH
Market value$1.00B
5.08%
Sole
4.89M
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares1.99M
TypeSH
Market value$548.02M
2.77%
Sole
1.99M
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares566.58K
TypeSH
Market value$418.18M
2.12%
Sole
566.58K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares2.35M
TypeSH
Market value$414.14M
2.10%
Sole
2.35M
Shared
0.00
None
0.00
GILEAD SCIENCES INC
SOLEShares3.38M
TypeSH
Market value$374.52M
1.90%
Sole
3.38M
Shared
0.00
None
0.00
SERVICENOW INC
SOLEShares327.24K
TypeSH
Market value$336.43M
1.70%
Sole
327.24K
Shared
0.00
None
0.00
VISA INC
SOLEShares945.76K
TypeSH
Market value$335.79M
1.70%
Sole
945.76K
Shared
0.00
None
0.00
MASTERCARD INCORPORATED
SOLEShares592.36K
TypeSH
Market value$332.87M
1.69%
Sole
592.36K
Shared
0.00
None
0.00
BOOKING HOLDINGS INC
SOLEShares56.22K
TypeSH
Market value$325.45M
1.65%
Sole
56.22K
Shared
0.00
None
0.00
NETFLIX INC
SOLEShares234.83K
TypeSH
Market value$314.47M
1.59%
Sole
234.83K
Shared
0.00
None
0.00
BOSTON SCIENTIFIC CORP
SOLEShares2.70M
TypeSH
Market value$289.88M
1.47%
Sole
2.70M
Shared
0.00
None
0.00
AT&T INC
SOLEShares9.26M
TypeSH
Market value$267.99M
1.36%
Sole
9.26M
Shared
0.00
None
0.00
GENERAL MTRS CO
SOLEShares5.22M
TypeSH
Market value$256.87M
1.30%
Sole
5.22M
Shared
0.00
None
0.00
HOWMET AEROSPACE INC
SOLEShares1.18M
TypeSH
Market value$219.60M
1.11%
Sole
1.18M
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares932.91K
TypeSH
Market value$211.30M
1.07%
Sole
932.91K
Shared
0.00
None
0.00
HARTFORD INSURANCE GROUP INC
SOLEShares1.61M
TypeSH
Market value$203.72M
1.03%
Sole
1.61M
Shared
0.00
None
0.00
SYNCHRONY FINANCIAL
SOLEShares2.90M
TypeSH
Market value$193.63M
0.98%
Sole
2.90M
Shared
0.00
None
0.00
CINTAS CORP
SOLEShares837.40K
TypeSH
Market value$186.63M
0.94%
Sole
837.40K
Shared
0.00
None
0.00
PROGRESSIVE CORP
SOLEShares689.97K
TypeSH
Market value$184.13M
0.93%
Sole
689.97K
Shared
0.00
None
0.00
WABTEC
SOLEShares874.06K
TypeSH
Market value$182.98M
0.93%
Sole
874.06K
Shared
0.00
None
0.00
CAPITAL ONE FINL CORP
SOLEShares844.39K
TypeSH
Market value$179.65M
0.91%
Sole
844.39K
Shared
0.00
None
0.00
MONSTER BEVERAGE CORP NEW
SOLEShares2.51M
TypeSH
Market value$157.06M
0.80%
Sole
2.51M
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 9.41M | SH | $1.49B 7.53% | 9.41M | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 2.78M | SH | $1.38B 7.00% | 2.78M | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 5.95M | SH | $1.31B 6.61% | 5.95M | 0.00 | 0.00 |
APPLE INCSOLE | COM | 4.89M | SH | $1.00B 5.08% | 4.89M | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 1.99M | SH | $548.02M 2.77% | 1.99M | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 566.58K | SH | $418.18M 2.12% | 566.58K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 2.35M | SH | $414.14M 2.10% | 2.35M | 0.00 | 0.00 |
GILEAD SCIENCES INCSOLE | COM | 3.38M | SH | $374.52M 1.90% | 3.38M | 0.00 | 0.00 |
SERVICENOW INCSOLE | COM | 327.24K | SH | $336.43M 1.70% | 327.24K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 945.76K | SH | $335.79M 1.70% | 945.76K | 0.00 | 0.00 |
MASTERCARD INCORPORATEDSOLE | CL A | 592.36K | SH | $332.87M 1.69% | 592.36K | 0.00 | 0.00 |
BOOKING HOLDINGS INCSOLE | COM | 56.22K | SH | $325.45M 1.65% | 56.22K | 0.00 | 0.00 |
NETFLIX INCSOLE | COM | 234.83K | SH | $314.47M 1.59% | 234.83K | 0.00 | 0.00 |
BOSTON SCIENTIFIC CORPSOLE | COM | 2.70M | SH | $289.88M 1.47% | 2.70M | 0.00 | 0.00 |
AT&T INCSOLE | COM | 9.26M | SH | $267.99M 1.36% | 9.26M | 0.00 | 0.00 |
GENERAL MTRS COSOLE | COM | 5.22M | SH | $256.87M 1.30% | 5.22M | 0.00 | 0.00 |
HOWMET AEROSPACE INCSOLE | COM | 1.18M | SH | $219.60M 1.11% | 1.18M | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 932.91K | SH | $211.30M 1.07% | 932.91K | 0.00 | 0.00 |
HARTFORD INSURANCE GROUP INCSOLE | COM | 1.61M | SH | $203.72M 1.03% | 1.61M | 0.00 | 0.00 |
SYNCHRONY FINANCIALSOLE | COM | 2.90M | SH | $193.63M 0.98% | 2.90M | 0.00 | 0.00 |
CINTAS CORPSOLE | COM | 837.40K | SH | $186.63M 0.94% | 837.40K | 0.00 | 0.00 |
PROGRESSIVE CORPSOLE | COM | 689.97K | SH | $184.13M 0.93% | 689.97K | 0.00 | 0.00 |
WABTECSOLE | COM | 874.06K | SH | $182.98M 0.93% | 874.06K | 0.00 | 0.00 |
CAPITAL ONE FINL CORPSOLE | COM | 844.39K | SH | $179.65M 0.91% | 844.39K | 0.00 | 0.00 |
MONSTER BEVERAGE CORP NEWSOLE | COM | 2.51M | SH | $157.06M 0.80% | 2.51M | 0.00 | 0.00 |
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