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Portfolio (Quarterly) Guide ↗

UniSuper Management Pty Ltd

· CIK 0001989400
13F Portfolio $15.3B AUM 664 positions Filed May 11, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 10 New 185 Added 283 Reduced 18 Exited
Page 29 of 34  ·  664 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
561 BNL BROADSTONE NET LEASE INC Real Estate 39,500.0 $722K 0.01% +1K +2.6% $18.27 +12.6%
562 CDP COPT DEFENSE PROPERTIES Real Estate 23,200.0 $710K 0.01% $30.60 +9.5%
563 TEVA TEVA PHARMACEUTICAL INDS LTD Healthcare 23,200.0 $699K 0.01% $30.12 +4.5%
564 KRC KILROY RLTY CORP Real Estate 24,500.0 $691K 0.01% +400.0 +1.7% $28.21 +30.5%
565 QSR RESTAURANT BRANDS INTL INC Consumer Cyclical 6,700.0 $690K 0.01% +2K +28.9% $102.94 -28.7%
566 INSM INSMED INC Healthcare 4,200.0 $687K 0.00% $163.52 -41.4%
567 COLD AMERICOLD REALTY TRUST INC Real Estate 58,600.0 $672K 0.00% $11.46 +22.8%
568 PAAS PAN AMERN SILVER CORP Basic Materials 8,800.0 $670K 0.00% $76.10 -35.6%
569 MSTR MICROSTRATEGY INC Technology 5,100.0 $636K 0.00% $124.80 -9.8%
570 RBLX ROBLOX CORP Technology 11,000.0 $622K 0.00% $56.56 -8.9%
571 SE SEA LTD Consumer Cyclical 7,400.0 $613K 0.00% -105K -93.4% $82.81 +10.2%
572 BE BLOOM ENERGY CORP Industrials 4,500.0 $610K 0.00% $135.49 +142.8%
573 TECK TECK RESOURCES LTD Basic Materials 8,100.0 $584K 0.00% $72.10 -10.7%
574 RKLB ROCKET LAB CORP Industrials 8,600.0 $552K 0.00% $64.22 +67.0%
575 SLG SL GREEN RLTY CORP Real Estate 14,854.0 $549K 0.00% +300.0 +2.1% $36.94 +36.9%
576 IMO IMPERIAL OIL LTD Energy 3,000.0 $547K 0.00% $182.21 -38.2%
577 NSA NATIONAL STORAGE AFFILIATES Real Estate 14,400.0 $543K 0.00% $37.74 +17.8%
578 UE URBAN EDGE PPTYS Real Estate 26,600.0 $531K 0.00% +900.0 +3.5% $19.98 +11.5%
579 VEEV VEEVA SYS INC Healthcare 3,000.0 $527K 0.00% $175.66 -12.7%
580 CURB CURBLINE PPTYS CORP Real Estate 20,350.0 $525K 0.00% +700.0 +3.6% $25.79 +15.8%
Page 29 of 34  ·  664 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 36.3%
Financial Services 13.4%
Communication Services 10.1%
Consumer Cyclical 8.2%
Industrials 8.0%
Healthcare 6.8%
Utilities 4.7%
Real Estate 3.7%
Consumer Defensive 3.5%
Energy 3.1%