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Portfolio (Quarterly) Guide ↗

AustralianSuper Pty Ltd

· CIK 0001694164
13F Portfolio $23.1B AUM 288 positions Filed Aug 12, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 288 New
Page 14 of 15  ·  288 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 CRWD CROWDSTRIKE HLDGS INC Technology 1,632.0 $1.2M 0.01% NEW $190.78 +0.6%
262 DG DOLLAR GEN CORP Consumer Defensive 10,460.0 $1.2M 0.01% NEW $115.11 +7.2%
263 AMGN AMGEN INC Healthcare 3,308.0 $1.2M 0.01% NEW $362.12 +21.3%
264 RPM RPM INTL INC Basic Materials 10,721.0 $1.2M 0.01% NEW $111.15 -2.3%
265 TW TRADEWEB MKTS INC Financial Services 11,861.0 $1.2M 0.01% NEW $99.66 +7.4%
266 GLW CORNING INC Technology 4,515.0 $1.2M 0.01% NEW $255.43 -41.4%
267 TMUS T-MOBILE US INC Communication Services 6,856.0 $1.1M 0.01% NEW $167.73 +9.1%
268 AON AON PLC Financial Services 3,454.0 $1.1M 0.01% NEW $331.69 +7.1%
269 MKC MCCORMICK & CO INC Consumer Defensive 22,372.0 $1.1M 0.01% NEW $50.42 +9.9%
270 CHD CHURCH & DWIGHT CO INC Consumer Defensive 11,232.0 $1.1M 0.01% NEW $96.88 +2.0%
271 DXCM DEXCOM INC Healthcare 15,725.0 $1.1M 0.01% NEW $67.35 +37.1%
272 RS RELIANCE INC Basic Materials 2,828.0 $1.1M 0.01% NEW $373.60 +3.8%
273 RBLX ROBLOX CORP Technology 19,398.0 $1.1M 0.01% NEW $54.38 -29.4%
274 ROL ROLLINS INC Consumer Cyclical 24,408.0 $1.0M 0.00% NEW $41.74 -11.6%
275 SMURFIT WESTROCK PLC 21,998.0 $1.0M 0.00% NEW $46.26
276 CPRT COPART INC Industrials 35,606.0 $1.0M 0.00% NEW $28.19 +19.9%
277 RIVN RIVIAN AUTOMOTIVE INC Consumer Cyclical 56,863.0 $987K 0.00% NEW $17.35 -2.2%
278 MRVL MARVELL TECHNOLOGY INC Technology 3,264.0 $972K 0.00% NEW $297.89 -20.4%
279 RACE FERRARI N V Consumer Cyclical 2,495.0 $945K 0.00% NEW $378.64 +15.3%
280 PNC PNC FINL SVCS GROUP INC Financial Services 3,770.0 $928K 0.00% NEW $246.22 -1.3%
Page 14 of 15  ·  288 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
Technology 38.8%
Financial Services 14.1%
Healthcare 10.9%
Communication Services 9.2%
Consumer Cyclical 9.0%
Industrials 7.8%
Consumer Defensive 4.0%
Energy 3.3%
Basic Materials 2.3%
Utilities 0.3%