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Funds / Alphinity Investment Management Pty Ltd
Institutional Fund

Alphinity Investment Management Pty Ltd

Sydney, AustraliaCIK 17310125 filings on record

Portfolio Value
$5.68B
Q1 2026
Holdings
29
Reported positions
New Buys
3
Opened this quarter
QoQ Change
-42.5%
from $9.88B

Portfolio Value Trend

Reported 13F value by quarter

Portfolio value trend — upgrade to see history

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Top Allocations

Largest positions by weight

  • Nvidia Corporation8.3%
  • Jpmorgan Chase & Co.6.7%
  • Microsoft Corp6.4%
  • Apple Inc5.7%
  • Taiwan Semiconductor Mfg Ltd5.6%
  • Coca Cola Co5.5%
  • Other61.8%

Portfolio Holdings

29 positions · Q1 2026

#SecuritySharesValue% Port.Δ SharesActivity
1Nvidia Corporation2.72M$474.28M8.3%275.6KReduced
2Jpmorgan Chase & Co.1.29M$379.20M6.7%928.1KReduced
3Microsoft Corp980.8K$363.07M6.4%469.2KReduced
4Apple Inc1.28M$324.16M5.7%217.9KReduced
5Taiwan Semiconductor Mfg Ltd935.5K$316.15M5.6%355.8KReduced
6Coca Cola Co4.14M$314.76M5.5%3.94MReduced
7Motorola Solutions Inc663.7K$288.04M5.1%176.4KReduced
8Crh PLC2.67M$280.59M4.9%1.67MReduced
9Intuitive Surgical Inc555.4K$256.04M4.5%33.5KReduced
10Caterpillar Inc351.6K$249.11M4.4%88.6KReduced

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