Fund HoldingsCOOPER INVESTORS PTY LTD

Total Portfolio Value
$615.51M
Total Bought
$58.51M
Total Sold
$87.97M
Net Transaction
-$29.46M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
Microsoft Corporation(MSFT)45,86279,327+33,46519,33129,7794.84%+10,448
Texas Roadhouse, Inc.(TXRH)045,054+45,05407,5071.22%+7,507
Kenvue, Inc.(KVUE)614,033858,076+244,04313,11020,5773.34%+7,467
News Corporation Class B(NWS)0235,601+235,60107,1551.16%+7,155
Clean Harbors, Inc.(CLH)024,499+24,49904,8290.78%+4,829
Bentley Systems, Incorporated Class B(BSY)0121,129+121,12904,7650.77%+4,765
Ryan Specialty Holdings, Inc. Class A(RYAN)353,653358,925+5,27222,69026,5144.31%+3,823
Roper Technologies, Inc.(ROP)14,30218,340+4,0387,43510,8131.76%+3,378
TKO Group Holdings, Inc. Class A(TKO)119,252129,902+10,65016,94719,8503.23%+2,903
CME Group Inc. Class A(CME)133,909127,313-6,59631,09833,7755.49%+2,677
Royalty Pharma Plc Class A(RPRX)416,536416,536010,62612,9672.11%+2,341
Amazon.com, Inc.(AMZN)62,11382,296+20,18313,62715,6582.54%+2,031
Arthur J. Gallagher & Co.(AJG)53,84050,111-3,72915,28217,3002.81%+2,018
SS&C Technologies Holdings, Inc.(SSNC)245,379245,379018,59520,4973.33%+1,902
Willis Towers Watson Public Limited Company(WTW)73,20571,699-1,50622,93124,2313.94%+1,300
Adobe Inc.(ADBE)13,65718,559+4,9026,0737,1181.16%+1,045
Frontier Communications Parent, Inc.905,467893,409-12,05831,42032,0385.21%+618
Portillo's, Inc. Class A232,183232,18302,1832,7610.45%+578
Brown & Brown, Inc.(BRO)122,165104,533-17,63212,46313,0042.11%+541
Equifax Inc.(EFX)17,94020,311+2,3714,5724,9470.80%+375
Stevanato Group SpA
ORD SHS
112,384137,605+25,2212,4492,8100.46%+361
HDFC Bank Limited Sponsored ADR(HDB)137,384137,38408,7739,1281.48%+354
American Water Works Company, Inc.9,7949,79401,2191,4450.23%+226
Installed Building Products, Inc.(IBP)23,53925,031+1,4924,1254,2920.70%+167
Morningstar, Inc.(MORN)21,27324,387+3,1147,1647,3131.19%+149
Hess Midstream LP Class A(HESM)370,857325,921-44,93613,73313,7832.24%+50
Shake Shack, Inc. Class A(SHAK)0502+5020440.01%+44
Rexford Industrial Realty, Inc.(REXR)28,43228,43201,0991,1130.18%+14
Liberty Media Corp. Series A Liberty Formula One(FWONA)45,58245,58203,8313,7140.60%-117
Liberty Media Corp. Series C Liberty Formula One(FWONA)188,302189,958+1,65617,44817,0982.78%-350
Cadre Holdings, Inc.(CDRE)157,325157,32505,0824,6580.76%-423
Danaher Corporation(DHR)34,48835,699+1,2117,9177,3181.19%-598
Union Pacific Corporation(UNP)99,61492,896-6,71822,71621,9463.57%-770
AerCap Holdings NV(AER)122,253106,125-16,12811,70010,8431.76%-857
CDW Corporation(CDW)86,59587,075+48015,07113,9552.27%-1,116
Colliers International Group Inc.(CIGI)82,60082,600011,23110,0191.63%-1,212
NIKE, Inc. Class B(NKE)89,18782,563-6,6246,7495,2410.85%-1,508
Accenture Plc Class A
SHS CLASS A
43,64242,754-88815,35313,3412.17%-2,012
GE Healthcare Technologies Inc.(GEHC)253,498215,851-37,64719,81817,4212.83%-2,397
MARRIOTT INTERNATIONAL -CL A(MAR)9,2440-9,2442,5790-2,579
Workday, Inc. Class A(WDAY)25,04413,825-11,2196,4623,2290.52%-3,234
RXO, Inc.(RXO)765,534765,534018,25014,6222.38%-3,629
Paylocity Holding Corp.(PCTY)53,38237,272-16,11010,6486,9831.13%-3,666
Corpay, Inc.(CPAY)24,13812,245-11,8938,1694,2700.69%-3,899
Visa Inc. Class A(V)123,37897,284-26,09438,99234,0945.54%-4,898
INTERACTIVE BROKERS GRO-CL A COM STK CLASS 'A' USD0.01(IBKR)34,8670-34,8676,1600-6,160
News Corporation Class A(NWS)1,736,8551,522,346-214,50947,83341,4386.73%-6,395
LENNOX INTERNATIONAL INC COM USD0.01(LII)11,8420-11,8427,2150-7,215
Alphabet Inc. Class A(GOOG)183,600113,229-70,37134,75517,5102.84%-17,246
Booking Holdings Inc.(BKNG)5,9842,561-3,42329,73111,7981.92%-17,933
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