PERPETUAL LTD

PrivateCIK: 1647273
424
Positions
$6.52B
Total AUM (reported)
111.14M
Total Shares

Allocation by class

TOTAL AUM$6.52B424 positions
COM$3.93B60.2%
CL B$248.70M3.8%
SHS$245.67M3.8%
CL A$200.23M3.1%
SPONSORED ADS$176.16M2.7%
ORD$172.87M2.7%
SPONSORED ADR$171.44M2.6%

Portfolio Concentration

Top 311.5%4–1019.6%11–2524.7%Rest44.2%TOP 1031.1%0%100%
Top 3$749.03M11.5%
4–10$1.28B19.6%
11–25$1.61B24.7%
Rest$2.88B44.2%

Top 3 weight

11.5%

Top 10 weight

31.1%

Voting Authority Distribution

Total shares with voting rights: 111.14M

Sole

Full voting authority

111.14M

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)

Sole252
Shared0
Other172
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings424
Rows:

SEMPRA

SOLE
COM
Shares3.04M
TypeSH
Market value$295.31M
4.53%
Sole
3.04M
Shared
0.00
None
0.00

ATMOS ENERGY CORP

DFND
COM
Shares1.24M
TypeSH
Market value$229.14M
3.51%
Sole
1.24M
Shared
0.00
None
0.00

FLUTTER ENTMT PLC

SOLE
SHS
Shares772.36K
TypeSH
Market value$224.57M
3.44%
Sole
772.36K
Shared
0.00
None
0.00

INTERCONTINENTAL EXCHANGE IN

SOLE
COM
Shares1.34M
TypeSH
Market value$210.94M
3.24%
Sole
1.34M
Shared
0.00
None
0.00

PHILIP MORRIS INTL INC

SOLE
COM
Shares1.18M
TypeSH
Market value$194.62M
2.98%
Sole
1.18M
Shared
0.00
None
0.00

CSX CORP

DFND
COM
Shares4.54M
TypeSH
Market value$186.16M
2.86%
Sole
4.54M
Shared
0.00
None
0.00

MICROSOFT CORP

SOLE
COM
Shares480.57K
TypeSH
Market value$177.89M
2.73%
Sole
480.57K
Shared
0.00
None
0.00

CRH PLC

SOLE
ORD
Shares1.64M
TypeSH
Market value$172.48M
2.65%
Sole
1.64M
Shared
0.00
None
0.00

UNION PAC CORP

SOLE
COM
Shares690.04K
TypeSH
Market value$167.42M
2.57%
Sole
690.04K
Shared
0.00
None
0.00

THERMO FISHER SCIENTIFIC INC

SOLE
COM
Shares339.73K
TypeSH
Market value$166.99M
2.56%
Sole
339.73K
Shared
0.00
None
0.00

TE CONNECTIVITY PLC

SOLE
ORD SHS
Shares770.37K
TypeSH
Market value$161.02M
2.47%
Sole
770.37K
Shared
0.00
None
0.00

CORTEVA INC

SOLE
COM
Shares1.85M
TypeSH
Market value$154.87M
2.38%
Sole
1.85M
Shared
0.00
None
0.00

FREEPORT MCMORAN INC

SOLE
CL B
Shares2.56M
TypeSH
Market value$150.25M
2.30%
Sole
2.56M
Shared
0.00
None
0.00

MILLICOM INTL CELLULAR S A

DFND
COM STK
Shares1.76M
TypeSH
Market value$131.89M
2.02%
Sole
1.76M
Shared
0.00
None
0.00

BAKER HUGHES COMPANY

SOLE
CL A
Shares1.97M
TypeSH
Market value$120.05M
1.84%
Sole
1.97M
Shared
0.00
None
0.00

TAIWAN SEMICONDUCTOR MANUFAC

SOLE
SPONSORED ADS
Shares332.26K
TypeSH
Market value$112.29M
1.72%
Sole
332.26K
Shared
0.00
None
0.00

ITAU UNIBANCO HLDG S A

SOLE
SPON ADR REP PFD
Shares13.27M
TypeSH
Market value$111.23M
1.71%
Sole
13.27M
Shared
0.00
None
0.00

NVIDIA CORPORATION

SOLE
COM
Shares594.09K
TypeSH
Market value$103.61M
1.59%
Sole
594.09K
Shared
0.00
None
0.00

EMERSON ELEC CO

SOLE
COM
Shares704.75K
TypeSH
Market value$92.34M
1.42%
Sole
704.75K
Shared
0.00
None
0.00

PERMIAN RESOURCES CORP

SOLE
CLASS A COM
Shares4.06M
TypeSH
Market value$86.57M
1.33%
Sole
4.06M
Shared
0.00
None
0.00

NU HLDGS LTD

DFND
ORD SHS CL A
Shares6.01M
TypeSH
Market value$86.44M
1.33%
Sole
6.01M
Shared
0.00
None
0.00

ALPHABET INC

SOLE
CAP STK CL A
Shares287.24K
TypeSH
Market value$82.60M
1.27%
Sole
287.24K
Shared
0.00
None
0.00

BARRICK MNG CORP

DFND
COM SHS
Shares1.88M
TypeSH
Market value$76.83M
1.18%
Sole
1.88M
Shared
0.00
None
0.00

MERCK & CO INC

SOLE
COM
Shares594.44K
TypeSH
Market value$71.51M
1.10%
Sole
594.44K
Shared
0.00
None
0.00

GE HEALTHCARE TECHNOLOGIES I

SOLE
COMMON STOCK
Shares999.38K
TypeSH
Market value$71.14M
1.09%
Sole
999.38K
Shared
0.00
None
0.00
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