Fund HoldingsPerpetual Ltd

Total Portfolio Value
$9.68B
Total Bought
$967.40M
Total Sold
$2.79B
Net Transaction
-$1.82B
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
MERCADOLIBRE INC(MELI)0200,883+200,8830254,6962.63%+254,696
DYNATRACE INC(DT)01,557,062+1,557,062072,7620.75%+72,762
AMAZON COM INC(AMZN)226,166797,041+570,87529,483101,3201.05%+71,837
ARES MANAGEMENT CORPORATION(ARES)0671,518+671,518069,0790.71%+69,079
ADOBE INC(ADBE)240,741355,978+115,237117,720181,5131.88%+63,793
FIDELITY NATL INFORMATION SV(FIS)1,756,2062,151,875+395,66996,064118,9341.23%+22,870
HALLIBURTON CO(HAL)0736,718+736,718029,8370.31%+29,837
JAZZ PHARMACEUTICALS PLC(JAZZ)0227,700+227,700029,4730.30%+29,473
THERMO FISHER SCIENTIFIC INC(TMO)417,049468,171+51,122217,595236,9742.45%+19,379
PINNACLE WEST CAP CORP(PNW)0257,820+257,820018,9960.20%+18,996
ALLSTATE CORP(ALL)0310,330+310,330034,5740.36%+34,574
PTC INC(PTC)589,268705,461+116,19383,85399,9501.03%+16,097
PUBLIC STORAGE(PSA)057,309+57,309015,1020.16%+15,102
HOWARD HUGHES HOLDINGS INC(HHH)0157,674+157,674011,6880.12%+11,688
QUALCOMM INC(QCOM)157,737263,109+105,37218,77729,2210.30%+10,444
COPT DEFENSE PROPERTIES(CDP)0394,269+394,26909,3950.10%+9,395
GLOBAL PMTS INC(GPN)962,471899,819-62,65294,823103,8301.07%+9,008
SHARKNINJA INC(SN)0234,242+234,24208,4540.09%+8,454
COMCAST CORP NEW(CCZ)734,019858,483+124,46430,49838,0650.39%+7,567
ISHARES TR
MSCI INDIA ETF
0290,306+290,306012,8370.13%+12,837
REPLIGEN CORP(RGEN)576,525558,877-17,64881,55588,8670.92%+7,312
CHECK POINT SOFTWARE TECH LT
ORD
819,881817,981-1,900102,993109,0211.13%+6,027
HESS CORP132,362156,851+24,48917,99523,9980.25%+6,004
THE CIGNA GROUP(CI)114,536132,461+17,92532,13937,8930.39%+5,754
REGENERON PHARMACEUTICALS(REGN)114,437106,554-7,88382,22887,6900.91%+5,462
WILLIS TOWERS WATSON PLC LTD(WTW)219,900269,199+49,29951,78656,2520.58%+4,465
AIR PRODS & CHEMS INC115,139136,956+21,81734,48838,8130.40%+4,326
AT&T INC(T)0491,579+491,57907,3840.08%+7,384
DUPONT DE NEMOURS INC(DD)0260,125+260,125019,4030.20%+19,403
LITHIA MTRS INC(LAD)72,99987,019+14,02022,20025,6990.27%+3,500
ENTERGY CORP NEW(ETR)273,295325,514+52,21926,61130,1100.31%+3,499
AFYA LTD(AFYA)01,016,669+1,016,669016,0630.17%+16,063
AMERICAN INTL GROUP INC354,533387,220+32,68720,40023,4660.24%+3,066
LIBERTY GLOBAL PLC(LBTYA)3,924,5694,036,201+111,63266,16869,1000.71%+2,932
LIGHT & WONDER INC(LNWO)261,274292,890+31,61617,96520,8920.22%+2,927
RALPH LAUREN CORP(RL)185,518221,179+35,66122,87425,6770.27%+2,802
COGNIZANT TECHNOLOGY SOLUTIO(CTSH)0213,717+213,717014,4770.15%+14,477
LIBERTY GLOBAL PLC(LBTYA)5,008,4044,922,786-85,61888,99991,3670.94%+2,368
US BANCORP DEL(USB)0537,127+537,127017,7570.18%+17,757
AVANTOR INC(AVTR)0527,140+527,140011,1120.11%+11,112
ARCH CAP GROUP LTD
ORD
661,119646,162-14,95749,48551,5060.53%+2,021
LIVANOVA PLC(LIVN)0194,449+194,449010,2820.11%+10,282
MATCH GROUP INC NEW(MTCH)046,272+46,27201,8130.02%+1,813
BANCOLOMBIA S A063,748+63,74801,7010.02%+1,701
COCA-COLA EUROPACIFIC PARTNE
SHS
0199,423+199,423012,4600.13%+12,460
TPG INC(TPG)2,757,5462,731,839-25,70780,68682,2830.85%+1,597
DUOLINGO INC(DUOL)09,400+9,40001,5590.02%+1,559
PFIZER INC(PFE)0110,232+110,23203,6560.04%+3,656
EXXON MOBIL CORP177,466174,538-2,92819,03320,5220.21%+1,489
LESLIES INC0236,715+236,71501,3400.01%+1,340
BLOOM ENERGY CORP090,000+90,00001,1930.01%+1,193
SEA LTD(SE)025,388+25,38801,1160.01%+1,116
ACTIVISION BLIZZARD INC014,089+14,08901,3190.01%+1,319
PAN AMERN SILVER CORP(PAAS)0156,291+156,29102,2630.02%+2,263
BANK AMERICA CORP073,677+73,67702,0170.02%+2,017
BRUKER CORP(BRKR)017,074+17,07401,0640.01%+1,064
BROADSTONE NET LEASE INC(BNL)094,160+94,16001,3460.01%+1,346
WISDOMTREE TR(WT)044,514+44,51401,6360.02%+1,636
KRAFT HEINZ CO(KHC)029,084+29,08409780.01%+978
SIRIUS XM HOLDINGS INC(SIRI)0216,059+216,05909770.01%+977
SOUTHWEST AIRLS CO(LUV)0476,990+476,990012,9120.13%+12,912
SIGMA LITHIUM CORPORATION(SGML)041,960+41,96001,3610.01%+1,361
BRISTOL-MYERS SQUIBB CO(BMY)028,672+28,67201,6640.02%+1,664
WELLS FARGO CO NEW(WFC)1,091,6961,162,180+70,48446,59447,4870.49%+893
EXTRA SPACE STORAGE INC(EXR)020,153+20,15302,4500.03%+2,450
ALEXANDRIA REAL ESTATE EQ IN08,580+8,58008590.01%+859
CHEVRON CORP NEW(CVX)021,457+21,45703,6180.04%+3,618
DISCOVER FINL SVCS09,428+9,42808170.01%+817
MEDTRONIC PLC(MDT)284,284329,983+45,69925,04525,8570.27%+812
FIRST HORIZON CORPORATION(FHN)071,148+71,14807840.01%+784
ABBVIE INC(ABBV)020,492+20,49203,0550.03%+3,055
SKYWORKS SOLUTIONS INC(SWKS)0124,316+124,316012,2560.13%+12,256
CME GROUP INC(CME)056,747+56,747011,3620.12%+11,362
DIGITAL RLTY TR INC(DLR)019,400+19,40002,3480.02%+2,348
MAKEMYTRIP LIMITED MAURITIUS
SHS
024,320+24,32009850.01%+985
ZURN ELKAY WATER SOLNS CORP(ZWS)0149,253+149,25304,1820.04%+4,182
TJX COS INC NEW(TJX)018,604+18,60401,6540.02%+1,654
VICI PPTYS INC(VICI)023,853+23,85306940.01%+694
CONOCOPHILLIPS(COP)017,766+17,76602,1280.02%+2,128
AMGEN INC(AMGN)05,133+5,13301,3800.01%+1,380
CITIZENS FINL GROUP INC(CFG)024,086+24,08606460.01%+646
HEALTHPEAK PROPERTIES INC(DOC)034,710+34,71006370.01%+637
BALL CORP087,586+87,58604,3600.05%+4,360
VALE S A047,111+47,11106310.01%+631
AMERICAN TOWER CORP NEW(AMT)028,483+28,48304,6840.05%+4,684
OMNICOM GROUP INC(OMC)08,084+8,08406020.01%+602
CLOROX CO DEL(CLX)04,497+4,49705890.01%+589
LAS VEGAS SANDS CORP(LVS)012,108+12,10805550.01%+555
COMPANHIA DE SANEAMENTO BASI(SBS)0554,941+554,94106,7260.07%+6,726
MARATHON PETE CORP(MPC)08,339+8,33901,2620.01%+1,262
CVS HEALTH CORP(CVS)046,097+46,09703,2180.03%+3,218
REGENCY CTRS CORP(REG)033,420+33,42001,9860.02%+1,986
SCHLUMBERGER LTD(SLB)029,307+29,30701,7090.02%+1,709
PHILLIPS 66(PSX)04,177+4,17705020.01%+502
ARCHER DANIELS MIDLAND CO012,675+12,67509560.01%+956
PENTAIR PLC(PNR)0119,419+119,41907,7320.08%+7,732
ELI LILLY & CO(LLY)04,113+4,11302,2090.02%+2,209
CROWN HLDGS INC(CCK)068,144+68,14406,0290.06%+6,029
BAKER HUGHES COMPANY(BKR)012,989+12,98904590.00%+459
PLANET LABS PBC(PL)0135,000+135,00004500.00%+450
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