Filed: 7/11/2025ACC: 0001398344-25-013039
📋 What this filing means
IFM INVESTORS PTY LTD filed this quarterly 13F‑HR report disclosing 617 equity positions with a total reported market value of $10.50B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
617
Positions
$10.50B
Total AUM (reported)
76.18M
Total Shares
Allocation by class
COM$8.47B80.6%
CL A$767.64M7.3%
COM NEW$312.88M3.0%
COM CL A$202.41M1.9%
CAP STK CL A$195.02M1.9%
CAP STK CL C$177.95M1.7%
CL B NEW$121.48M1.2%
Portfolio Concentration
Top 3$2.05B19.5%
4–10$1.66B15.8%
11–25$1.29B12.3%
Rest$5.50B52.4%
Top 3 weight
19.5%
Top 10 weight
35.3%
Voting Authority Distribution
Total shares with voting rights: 76.18M
Sole
Full voting authority
76.18M
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)
Sole617
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings617
Rows:
NVIDIA CORPORATION
SOLEShares4.79M
TypeSH
Market value$756.91M
7.21%
Sole
4.79M
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares1.38M
TypeSH
Market value$687.59M
6.55%
Sole
1.38M
Shared
0.00
None
0.00
APPLE INC
SOLEShares2.93M
TypeSH
Market value$601.66M
5.73%
Sole
2.93M
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares1.83M
TypeSH
Market value$402.35M
3.83%
Sole
1.83M
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares422.64K
TypeSH
Market value$311.95M
2.97%
Sole
422.64K
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares876.99K
TypeSH
Market value$241.74M
2.30%
Sole
876.99K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares1.11M
TypeSH
Market value$195.02M
1.86%
Sole
1.11M
Shared
0.00
None
0.00
TESLA INC
SOLEShares567.77K
TypeSH
Market value$180.36M
1.72%
Sole
567.77K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares1M
TypeSH
Market value$177.95M
1.69%
Sole
1M
Shared
0.00
None
0.00
JPMORGAN CHASE & CO.
SOLEShares536.12K
TypeSH
Market value$155.43M
1.48%
Sole
536.12K
Shared
0.00
None
0.00
ELI LILLY & CO
SOLEShares158.27K
TypeSH
Market value$123.38M
1.17%
Sole
158.27K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares250.07K
TypeSH
Market value$121.48M
1.16%
Sole
250.07K
Shared
0.00
None
0.00
VISA INC
SOLEShares336.69K
TypeSH
Market value$119.54M
1.14%
Sole
336.69K
Shared
0.00
None
0.00
NETFLIX INC
SOLEShares82.89K
TypeSH
Market value$111.00M
1.06%
Sole
82.89K
Shared
0.00
None
0.00
MASTERCARD INCORPORATED
SOLEShares160.37K
TypeSH
Market value$90.12M
0.86%
Sole
160.37K
Shared
0.00
None
0.00
EXXON MOBIL CORP
SOLEShares803.38K
TypeSH
Market value$86.60M
0.82%
Sole
803.38K
Shared
0.00
None
0.00
COSTCO WHSL CORP NEW
SOLEShares83.40K
TypeSH
Market value$82.56M
0.79%
Sole
83.40K
Shared
0.00
None
0.00
WALMART INC
SOLEShares829.31K
TypeSH
Market value$81.09M
0.77%
Sole
829.31K
Shared
0.00
None
0.00
PROCTER AND GAMBLE CO
SOLEShares467.01K
TypeSH
Market value$74.40M
0.71%
Sole
467.01K
Shared
0.00
None
0.00
JOHNSON & JOHNSON
SOLEShares474.38K
TypeSH
Market value$72.46M
0.69%
Sole
474.38K
Shared
0.00
None
0.00
ORACLE CORP
SOLEShares326.13K
TypeSH
Market value$71.30M
0.68%
Sole
326.13K
Shared
0.00
None
0.00
HOME DEPOT INC
SOLEShares193.99K
TypeSH
Market value$71.13M
0.68%
Sole
193.99K
Shared
0.00
None
0.00
BANK AMERICA CORP
SOLEShares1.40M
TypeSH
Market value$66.38M
0.63%
Sole
1.40M
Shared
0.00
None
0.00
ABBVIE INC
SOLEShares346.70K
TypeSH
Market value$64.35M
0.61%
Sole
346.70K
Shared
0.00
None
0.00
PALANTIR TECHNOLOGIES INC
SOLEShares412.89K
TypeSH
Market value$56.28M
0.54%
Sole
412.89K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 4.79M | SH | $756.91M 7.21% | 4.79M | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 1.38M | SH | $687.59M 6.55% | 1.38M | 0.00 | 0.00 |
APPLE INCSOLE | COM | 2.93M | SH | $601.66M 5.73% | 2.93M | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 1.83M | SH | $402.35M 3.83% | 1.83M | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 422.64K | SH | $311.95M 2.97% | 422.64K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 876.99K | SH | $241.74M 2.30% | 876.99K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 1.11M | SH | $195.02M 1.86% | 1.11M | 0.00 | 0.00 |
TESLA INCSOLE | COM | 567.77K | SH | $180.36M 1.72% | 567.77K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 1M | SH | $177.95M 1.69% | 1M | 0.00 | 0.00 |
JPMORGAN CHASE & CO.SOLE | COM | 536.12K | SH | $155.43M 1.48% | 536.12K | 0.00 | 0.00 |
ELI LILLY & COSOLE | COM | 158.27K | SH | $123.38M 1.17% | 158.27K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 250.07K | SH | $121.48M 1.16% | 250.07K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 336.69K | SH | $119.54M 1.14% | 336.69K | 0.00 | 0.00 |
NETFLIX INCSOLE | COM | 82.89K | SH | $111.00M 1.06% | 82.89K | 0.00 | 0.00 |
MASTERCARD INCORPORATEDSOLE | CL A | 160.37K | SH | $90.12M 0.86% | 160.37K | 0.00 | 0.00 |
EXXON MOBIL CORPSOLE | COM | 803.38K | SH | $86.60M 0.82% | 803.38K | 0.00 | 0.00 |
COSTCO WHSL CORP NEWSOLE | COM | 83.40K | SH | $82.56M 0.79% | 83.40K | 0.00 | 0.00 |
WALMART INCSOLE | COM | 829.31K | SH | $81.09M 0.77% | 829.31K | 0.00 | 0.00 |
PROCTER AND GAMBLE COSOLE | COM | 467.01K | SH | $74.40M 0.71% | 467.01K | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 474.38K | SH | $72.46M 0.69% | 474.38K | 0.00 | 0.00 |
ORACLE CORPSOLE | COM | 326.13K | SH | $71.30M 0.68% | 326.13K | 0.00 | 0.00 |
HOME DEPOT INCSOLE | COM | 193.99K | SH | $71.13M 0.68% | 193.99K | 0.00 | 0.00 |
BANK AMERICA CORPSOLE | COM | 1.40M | SH | $66.38M 0.63% | 1.40M | 0.00 | 0.00 |
ABBVIE INCSOLE | COM | 346.70K | SH | $64.35M 0.61% | 346.70K | 0.00 | 0.00 |
PALANTIR TECHNOLOGIES INCSOLE | CL A | 412.89K | SH | $56.28M 0.54% | 412.89K | 0.00 | 0.00 |
Page 1 of 25
…