Sydney Nsw 2000, C3CIK 20090234 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
21 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Aercap Holdings NV | 1.53M | $219.59M | 11.4% | +1.18M | Added |
| 2 | Amazon Com Inc | 753.4K | $173.89M | 9.0% | +588.7K | Added |
| 3 | Microsoft Corp | 342.4K | $165.59M | 8.6% | +261.3K | Added |
| 4 | Crh PLC |
| 1.18M |
| $147.64M |
| 7.6% |
| +913.9K |
| Added |
| 5 | Booking Holdings Inc | 23.7K | $126.73M | 6.6% | +18.6K | Added |
| 6 | Visa Inc | 319.7K | $112.12M | 5.8% | +249.9K | Added |
| 7 | Mastercard Incorporated | 193.6K | $110.53M | 5.7% | +151.4K | Added |
| 8 | Intercontinental Exchange In | 657.3K | $106.45M | 5.5% | +517.3K | Added |
| 9 | Intuit | 146.5K | $97.02M | 5.0% | +115.0K | Added |
| 10 | Jacobs Solutions Inc | 723.5K | $95.84M | 5.0% | +567.5K | Added |
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