Brisbane, Qld, C3CIK 19438224 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
29 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Apple Inc | 102.0K | $27.85M | 9.1% | −37.4K | Reduced |
| 2 | Taiwan Semiconductor Mfg Ltd | 73.5K | $22.46M | 7.4% | −27.0K | Reduced |
| 3 | Mastercard Incorporated | 27.7K | $15.87M | 5.2% | −5.8K | Reduced |
| 4 | Advanced Micro Devices Inc |
| 72.7K |
| $15.65M |
| 5.1% |
| −26.1K |
| Reduced |
| 5 | Nvidia Corporation | 80.6K | $15.10M | 4.9% | −111.6K | Reduced |
| 6 | Mckesson Corp | 18.0K | $14.83M | 4.9% | −6.5K | Reduced |
| 7 | Deere & Co | 29.1K | $13.61M | 4.5% | −6.6K | Reduced |
| 8 | Booking Holdings Inc | 2.2K | $11.91M | 3.9% | −823 | Reduced |
| 9 | Ecolab Inc | 43.6K | $11.51M | 3.8% | −10.7K | Reduced |
| 10 | Amazon Com Inc | 47.0K | $10.89M | 3.6% | +47.0K | New |
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