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Portfolio (Quarterly) Guide ↗

COOPER INVESTORS PTY LTD

· CIK 0001561728
13F Portfolio $218M AUM 39 positions Filed Jul 7, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 39 New
Page 2 of 2  ·  39 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 EWJ iShares MSCI Japan ETF 52,363.0 $4.9M 2.24% NEW $93.27 +2.1%
22 Liberty Live Holdings, Inc. Series -C- 42,966.0 $4.5M 2.08% NEW $105.64
23 HALO Halozyme Therapeutics, Inc. Healthcare 55,023.0 $4.3M 1.98% NEW $78.27 +37.6%
24 RYAN Ryan Specialty Holdings, Inc. Class A Financial Services 109,517.0 $4.1M 1.90% NEW $37.76 +12.1%
25 ICSH iShares Ultra Short Duration Bond Active ETF 79,721.0 $4.0M 1.85% NEW $50.58 -0.4%
26 Thomson Reuters Corporation 48,620.0 $4.0M 1.82% NEW $81.67
27 CIGI Colliers International Group Inc. Real Estate 34,610.0 $3.2M 1.49% NEW $93.79 +5.7%
28 CTVA Corteva Inc Basic Materials 31,719.0 $2.7M 1.23% NEW $84.69 +3.6%
29 SHAK Shake Shack, Inc. Class A Consumer Cyclical 37,763.0 $2.1M 0.97% NEW $56.02 +20.7%
30 MSFT Microsoft Corporation Technology 3,602.0 $1.3M 0.62% NEW $373.02 +34.3%
31 SPGI S&P Global, Inc. Financial Services 3,043.0 $1.2M 0.57% NEW $407.26 +8.1%
32 TXRH Texas Roadhouse, Inc. Consumer Cyclical 5,757.0 $1.1M 0.51% NEW $193.23 -0.9%
33 LNG Cheniere Energy, Inc. Energy 4,639.0 $1.1M 0.51% NEW $239.01 +23.1%
34 AWK American Water Works Company, Inc. Utilities 8,181.0 $1.1M 0.49% NEW $131.58 +4.4%
35 RGLD Royal Gold, Inc. Basic Materials 4,650.0 $928K 0.43% NEW $199.61 +27.3%
36 L Loews Corporation Financial Services 5,563.0 $630K 0.29% NEW $113.21 -4.0%
37 HESM Hess Midstream LP Class A Energy 13,223.0 $497K 0.23% NEW $37.60 +7.0%
38 EH EHang Holdings Ltd. Sponsored ADR Class A Industrials 19,389.0 $127K 0.06% NEW $6.55 -32.2%
39 SIMO Silicon Motion Technology Corporation Sponsored ADR Technology 103.0 $34K 0.02% NEW $333.33 -28.8%
Page 2 of 2  ·  39 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Communication Services 29.5%
Healthcare 20.6%
Technology 16.3%
Financial Services 14.2%
Consumer Cyclical 7.5%
Basic Materials 7.0%
Real Estate 2.6%
Energy 1.3%
Utilities 0.9%
Industrials 0.1%