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Portfolio (Quarterly) Guide ↗

IFM Investors Pty Ltd

· CIK 0001698246
13F Portfolio $12.0B AUM 689 positions Filed Apr 24, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 100 New 425 Added 84 Reduced 20 Exited
Page 26 of 35  ·  686 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
501 TW TRADEWEB MKTS INC Financial Services 22,306.0 $2.6M 0.02% +134.0 +0.6% $117.66 -20.5%
502 DKS DICKS SPORTING GOODS INC Consumer Cyclical 12,984.0 $2.6M 0.02% $198.29 +20.6%
503 RKT ROCKET COS INC Financial Services 179,165.0 $2.6M 0.02% +14K +8.4% $14.25 +5.3%
504 GDDY GODADDY INC Technology 30,849.0 $2.6M 0.02% -5K -14.0% $82.67 +2.3%
505 OKTA OKTA INC Technology 32,178.0 $2.5M 0.02% +1K +4.6% $78.71 +57.9%
506 BAP CREDICORP LTD Financial Services 7,439.0 $2.5M 0.02% NEW $339.18 +13.2%
507 CLX CLOROX CO DEL Consumer Defensive 24,284.0 $2.5M 0.02% +153.0 +0.6% $103.63 -5.9%
508 CW CURTISS WRIGHT CORP Industrials 3,684.0 $2.5M 0.02% NEW $681.12 +9.7%
509 AFRM AFFIRM HLDGS INC Technology 54,089.0 $2.5M 0.02% +3K +6.5% $45.82 +73.5%
510 CHKP CHECK POINT SOFTWARE TECH LT Technology 17,255.0 $2.5M 0.02% $142.85 -9.0%
511 DPZ DOMINOS PIZZA INC Consumer Cyclical 6,707.0 $2.4M 0.02% NEW $358.79 -16.9%
512 IT GARTNER INC Technology 15,191.0 $2.4M 0.02% $158.34 -14.8%
513 CG CARLYLE GROUP INC Financial Services 49,608.0 $2.4M 0.02% +5K +12.4% $48.39 -14.4%
514 FOXA FOX CORP Communication Services 40,929.0 $2.4M 0.02% $58.40 -14.2%
515 GPC GENUINE PARTS CO Consumer Cyclical 22,537.0 $2.4M 0.02% $105.75 +9.7%
516 SMCI SUPER MICRO COMPUTER INC Technology 104,179.0 $2.4M 0.02% +3K +3.3% $22.77 +34.5%
517 IREN IREN LIMITED Financial Services 68,583.0 $2.4M 0.02% NEW $34.28 +37.7%
518 ZBRA ZEBRA TECHNOLOGIES CORPORATI Technology 11,119.0 $2.3M 0.02% +58.0 +0.5% $209.08 +20.3%
519 TOST TOAST INC Technology 86,899.0 $2.3M 0.02% +2K +2.0% $26.51 +2.2%
520 PINS PINTEREST INC Communication Services 124,564.0 $2.3M 0.02% +8K +7.2% $18.34 +13.5%
Page 26 of 35  ·  686 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 32.8%
Financial Services 11.1%
Communication Services 10.6%
Consumer Cyclical 9.9%
Healthcare 9.7%
Industrials 8.3%
Consumer Defensive 4.9%
Energy 4.2%
Real Estate 3.7%
Utilities 3.5%