Filed: 11/3/2025ACC: 0001694164-25-000013
📋 What this filing means
AUSTRALIANSUPER PTY LTD filed this quarterly 13F‑HR report disclosing 286 equity positions with a total reported market value of $21.80B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
286
Positions
$21.80B
Total AUM (reported)
190.88M
Total Shares
Allocation by class
COM$15.99B73.3%
CL A$1.81B8.3%
CAP STK CL A$714.89M3.3%
COM NEW$607.97M2.8%
COM CL A$585.44M2.7%
SHS$296.84M1.4%
SPONSORED ADS$285.43M1.3%
Portfolio Concentration
Top 3$5.15B23.6%
4–10$4.53B20.8%
11–25$3.46B15.9%
Rest$8.66B39.7%
Top 3 weight
23.6%
Top 10 weight
44.4%
Voting Authority Distribution
Total shares with voting rights: 190.88M
Sole
Full voting authority
190.88M
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)
Sole286
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings286
Rows:
NVIDIA CORPORATION
SOLEShares11.37M
TypeSH
Market value$2.12B
9.73%
Sole
11.37M
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares3.14M
TypeSH
Market value$1.63B
7.47%
Sole
3.14M
Shared
0.00
None
0.00
APPLE INC
SOLEShares5.52M
TypeSH
Market value$1.40B
6.44%
Sole
5.52M
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares5.98M
TypeSH
Market value$1.31B
6.02%
Sole
5.98M
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares2.33M
TypeSH
Market value$770.01M
3.53%
Sole
2.33M
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares2.94M
TypeSH
Market value$714.89M
3.28%
Sole
2.94M
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares940.46K
TypeSH
Market value$690.66M
3.17%
Sole
940.46K
Shared
0.00
None
0.00
MASTERCARD INCORPORATED
SOLEShares742.88K
TypeSH
Market value$422.56M
1.94%
Sole
742.88K
Shared
0.00
None
0.00
GILEAD SCIENCES INC
SOLEShares3.03M
TypeSH
Market value$336.78M
1.55%
Sole
3.03M
Shared
0.00
None
0.00
NETFLIX INC
SOLEShares231.94K
TypeSH
Market value$278.08M
1.28%
Sole
231.94K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares403.72K
TypeSH
Market value$270.21M
1.24%
Sole
403.72K
Shared
0.00
None
0.00
BOSTON SCIENTIFIC CORP
SOLEShares2.75M
TypeSH
Market value$268.12M
1.23%
Sole
2.75M
Shared
0.00
None
0.00
VISA INC
SOLEShares776.41K
TypeSH
Market value$265.05M
1.22%
Sole
776.41K
Shared
0.00
None
0.00
BOOKING HOLDINGS INC
SOLEShares48.88K
TypeSH
Market value$263.94M
1.21%
Sole
48.88K
Shared
0.00
None
0.00
MONSTER BEVERAGE CORP NEW
SOLEShares3.80M
TypeSH
Market value$255.93M
1.17%
Sole
3.80M
Shared
0.00
None
0.00
HARTFORD INSURANCE GROUP INC
SOLEShares1.84M
TypeSH
Market value$245.64M
1.13%
Sole
1.84M
Shared
0.00
None
0.00
HOWMET AEROSPACE INC
SOLEShares1.25M
TypeSH
Market value$244.88M
1.12%
Sole
1.25M
Shared
0.00
None
0.00
LAM RESEARCH CORP
SOLEShares1.72M
TypeSH
Market value$230.36M
1.06%
Sole
1.72M
Shared
0.00
None
0.00
APPLOVIN CORP
SOLEShares318.29K
TypeSH
Market value$228.71M
1.05%
Sole
318.29K
Shared
0.00
None
0.00
KINROSS GOLD CORP
SOLEShares9.20M
TypeSH
Market value$228.23M
1.05%
Sole
9.20M
Shared
0.00
None
0.00
PROGRESSIVE CORP
SOLEShares830.95K
TypeSH
Market value$205.20M
0.94%
Sole
830.95K
Shared
0.00
None
0.00
WABTEC
SOLEShares995.39K
TypeSH
Market value$199.55M
0.92%
Sole
995.39K
Shared
0.00
None
0.00
AMPHENOL CORP NEW
SOLEShares1.60M
TypeSH
Market value$197.67M
0.91%
Sole
1.60M
Shared
0.00
None
0.00
COSTCO WHSL CORP NEW
SOLEShares197.11K
TypeSH
Market value$182.45M
0.84%
Sole
197.11K
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares632.76K
TypeSH
Market value$176.72M
0.81%
Sole
632.76K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 11.37M | SH | $2.12B 9.73% | 11.37M | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 3.14M | SH | $1.63B 7.47% | 3.14M | 0.00 | 0.00 |
APPLE INCSOLE | COM | 5.52M | SH | $1.40B 6.44% | 5.52M | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 5.98M | SH | $1.31B 6.02% | 5.98M | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 2.33M | SH | $770.01M 3.53% | 2.33M | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 2.94M | SH | $714.89M 3.28% | 2.94M | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 940.46K | SH | $690.66M 3.17% | 940.46K | 0.00 | 0.00 |
MASTERCARD INCORPORATEDSOLE | CL A | 742.88K | SH | $422.56M 1.94% | 742.88K | 0.00 | 0.00 |
GILEAD SCIENCES INCSOLE | COM | 3.03M | SH | $336.78M 1.55% | 3.03M | 0.00 | 0.00 |
NETFLIX INCSOLE | COM | 231.94K | SH | $278.08M 1.28% | 231.94K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P500 ETF | 403.72K | SH | $270.21M 1.24% | 403.72K | 0.00 | 0.00 |
BOSTON SCIENTIFIC CORPSOLE | COM | 2.75M | SH | $268.12M 1.23% | 2.75M | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 776.41K | SH | $265.05M 1.22% | 776.41K | 0.00 | 0.00 |
BOOKING HOLDINGS INCSOLE | COM | 48.88K | SH | $263.94M 1.21% | 48.88K | 0.00 | 0.00 |
MONSTER BEVERAGE CORP NEWSOLE | COM | 3.80M | SH | $255.93M 1.17% | 3.80M | 0.00 | 0.00 |
HARTFORD INSURANCE GROUP INCSOLE | COM | 1.84M | SH | $245.64M 1.13% | 1.84M | 0.00 | 0.00 |
HOWMET AEROSPACE INCSOLE | COM | 1.25M | SH | $244.88M 1.12% | 1.25M | 0.00 | 0.00 |
LAM RESEARCH CORPSOLE | COM NEW | 1.72M | SH | $230.36M 1.06% | 1.72M | 0.00 | 0.00 |
APPLOVIN CORPSOLE | COM CL A | 318.29K | SH | $228.71M 1.05% | 318.29K | 0.00 | 0.00 |
KINROSS GOLD CORPSOLE | COM | 9.20M | SH | $228.23M 1.05% | 9.20M | 0.00 | 0.00 |
PROGRESSIVE CORPSOLE | COM | 830.95K | SH | $205.20M 0.94% | 830.95K | 0.00 | 0.00 |
WABTECSOLE | COM | 995.39K | SH | $199.55M 0.92% | 995.39K | 0.00 | 0.00 |
AMPHENOL CORP NEWSOLE | CL A | 1.60M | SH | $197.67M 0.91% | 1.60M | 0.00 | 0.00 |
COSTCO WHSL CORP NEWSOLE | COM | 197.11K | SH | $182.45M 0.84% | 197.11K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 632.76K | SH | $176.72M 0.81% | 632.76K | 0.00 | 0.00 |
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