Fund Holdings

COOPER INVESTORS PTY LTD

Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Change
Horizon Kinetics Inflation Beneficiaries ETF0172,724+172,72408,992,012+8,992,012
Telephone and Data Systems, Inc.0196,421+196,42108,269,324+8,269,324
Liberty Live Holdings, Inc. Registered Series -A-072,899+72,89906,680,464+6,680,464
First Trust RBA American Industrial Renaissance ETF055,441+55,44106,141,754+6,141,754
iShares MSCI Japan ETF071,850+71,85006,067,014+6,067,014
Liberty Live Holdings, Inc. Series -C-042,966+42,96604,043,530+4,043,530
Thomson Reuters Corporation042,436+42,43603,818,391+3,818,391
Shake Shack, Inc. Class A64,12799,403+35,2765,205,1888,794,184+3,588,996
Shenandoah Telecommunications Company950,951937,332-13,61910,992,99414,453,660+3,460,666
Bentley Systems, Incorporated Class B36,91882,120+45,2021,408,9762,884,054+1,475,078
Netflix, Inc.013,063+13,06301,256,007+1,256,007
iShares MSCI ACWI ETF73,84183,458+9,61710,447,76311,548,083+1,100,320
ProShares Short QQQ022,979+22,9790739,694+739,694
Tamboran Resources Corporation25,32225,3220689,5181,265,847+576,329
Compass Diversified Holdings040,617+40,6170319,250+319,250
iShares MSCI Global Metals & Mining Producers ETF4,2067,799+3,593215,936441,345+225,409
Invesco DB Base Metals Fund9,27217,485+8,213212,700410,898+198,198
EHang Holdings Ltd. Sponsored ADR Class A019,389+19,3890188,267+188,267
United States Natural Gas Fund LP17,71434,062+16,348217,174399,547+182,373
S&P Global, Inc.2,1883,043+8551,143,4271,294,310+150,883
American Water Works Company, Inc.7,5688,181+613987,6241,113,352+125,728
Texas Roadhouse, Inc.5,7575,7570955,662950,711-4,951
Jiayin Group, Inc. Sponsored ADR Class A9,7390-9,73956,4860-56,486
Vipshop Holdings Ltd Sponsored ADR3,3000-3,30058,3770-58,377
CME Group Inc. Class A50,75346,552-4,20113,859,62913,749,133-110,496
Procore Technologies Inc1,5360-1,536111,7290-111,729
Liberty Media Corporation Series A Liberty Formula One112,982126,808+13,82610,098,3319,901,169-197,162
Sprott Critical Materials ETF7,4360-7,436215,2720-215,272
Amazon.com, Inc.24,17325,707+1,5345,579,6125,353,997-225,615
NVIDIA Corporation25,66925,268-4014,787,2694,406,739-380,530
Hess Midstream LP Class A41,66627,142-14,5241,437,4771,055,010-382,467
Alphabet Inc. Class A14,86314,664-1994,652,1194,216,780-435,339
Colliers International Group Inc.30,21731,379+1,1624,442,2013,354,101-1,088,100
Ferrovial SE127,941104,382-23,5598,266,2686,790,049-1,476,219
Brown & Brown, Inc.92,54081,433-11,1077,375,4385,310,246-2,065,192
KKR & Co Inc27,70314,513-13,1903,531,5791,342,453-2,189,126
Workday, Inc. Class A12,9480-12,9482,780,9710-2,780,971
Visa Inc. Class A23,16116,018-7,1438,122,7944,841,280-3,281,514
News Corporation Class B280,286148,990-131,2968,304,8744,247,705-4,057,169
Liberty Media Corporation Series C Liberty Formula One139,822113,836-25,98613,773,8669,678,336-4,095,530
SS&C Technologies Holdings, Inc.53,0650-53,0654,638,9420-4,638,942
Royalty Pharma Plc Class A386,440211,821-174,61914,932,04110,161,054-4,770,987
Reliance Industries Ltd Sponsored GDR 144A69,3200-69,3204,852,4000-4,852,400
Stevanato Group SpA695,245640,229-55,01613,988,3308,803,149-5,185,181
Microsoft Corporation20,29012,071-8,2199,812,6504,468,322-5,344,328
Uber Technologies, Inc.110,24944,026-66,2239,008,4463,166,790-5,841,656
Clean Harbors, Inc.25,9550-25,9556,085,9280-6,085,928
Morningstar, Inc.31,8870-31,8876,929,3640-6,929,364
Danaher Corporation30,6940-30,6947,026,4700-7,026,470
News Corporation Class A1,835,8431,580,929-254,91447,952,22139,412,560-8,539,661
TKO Group Holdings, Inc. Class A105,61735,900-69,71722,073,9537,239,235-14,834,718
Ryan Specialty Holdings, Inc. Class A459,018229,949-229,06923,699,1007,758,480-15,940,620
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