Fund HoldingsPerpetual Ltd

Total Portfolio Value
$9.69B
Total Bought
$1.33B
Total Sold
$1.96B
Net Transaction
-$635.96M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
CRH PLC
ORD
04,702,295+4,702,2950325,2113.36%+325,211
NU HLDGS LTD(NU)013,126,123+13,126,1230109,3411.13%+109,341
AMBEV SA(ABEV)059,059,948+59,059,9480165,3681.71%+165,368
ELI LILLY & CO(LLY)4,113151,086+146,9732,20988,0710.91%+85,862
ROPER TECHNOLOGIES INC(ROP)0168,126+168,126091,6570.95%+91,657
BROADCOM INC(AVGO)078,909+78,909088,0820.91%+88,082
ITAU UNIBANCO HLDG S A(ITUB)042,563,305+42,563,3050295,8153.05%+295,815
SYNOPSYS INC(SNPS)078,901+78,901040,6270.42%+40,627
CEMEX SAB DE CV(CX)011,304,101+11,304,101087,6070.90%+87,607
MICROSOFT CORP(MSFT)0683,720+683,7200257,1062.65%+257,106
GLOBANT S A
COM
01,184,774+1,184,7740281,9532.91%+281,953
HUMANA INC(HUM)065,449+65,449029,9630.31%+29,963
ARAMARK(ARMK)01,364,385+1,364,385038,3390.40%+38,339
TAIWAN SEMICONDUCTOR MFG LTD(TSM)01,470,963+1,470,9630152,9801.58%+152,980
ACCENTURE PLC IRELAND
SHS CLASS A
0784,547+784,5470275,3052.84%+275,305
VERTIV HOLDINGS CO(VRT)0618,408+618,408029,7020.31%+29,702
COMCAST CORP NEW(CCZ)858,4831,296,842+438,35938,06556,8670.59%+18,801
ADOBE INC(ADBE)355,978332,588-23,390181,513198,4222.05%+16,909
AVANTOR INC(AVTR)527,1401,225,365+698,22511,11227,9750.29%+16,863
ALBEMARLE CORP(ALB)0114,682+114,682016,5690.17%+16,569
JD.COM INC(JD)0547,363+547,363015,8130.16%+15,813
KEURIG DR PEPPER INC(KDP)0491,322+491,322016,3710.17%+16,371
HANNON ARMSTRONG SUST INFR C(HASI)0571,750+571,750015,7690.16%+15,769
BARRICK GOLD CORP04,675,941+4,675,941084,5880.87%+84,588
PERRIGO CO PLC(PRGO)02,308,739+2,308,739074,2950.77%+74,295
CLARIVATE PLC(CLVT)06,392,823+6,392,823059,1980.61%+59,198
CMS ENERGY CORP(CMS)02,473,067+2,473,0670143,6111.48%+143,611
ARES MANAGEMENT CORPORATION(ARES)671,518679,079+7,56169,07980,7560.83%+11,677
AERCAP HOLDINGS NV(AER)02,223,504+2,223,5040165,2511.70%+165,251
QUALCOMM INC(QCOM)263,109281,849+18,74029,22140,7640.42%+11,543
FULL TRUCK ALLIANCE CO LTD(YMM)01,605,663+1,605,663011,2560.12%+11,256
GXO LOGISTICS INCORPORATED(GXO)05,058,220+5,058,2200309,3613.19%+309,361
DYNATRACE INC(DT)1,557,0621,511,222-45,84072,76282,6490.85%+9,887
FOMENTO ECONOMICO MEXICANO S(FMX)0506,060+506,060065,9650.68%+65,965
INTUIT(INTU)0141,432+141,432088,3990.91%+88,399
AUTOLUS THERAPEUTICS PLC02,064,731+2,064,731013,2970.14%+13,297
JAZZ PHARMACEUTICALS PLC(JAZZ)227,700308,475+80,77529,47337,9420.39%+8,469
US BANCORP DEL(USB)537,127599,065+61,93817,75725,9280.27%+8,170
ELANCO ANIMAL HEALTH INC(ELAN)01,155,000+1,155,000017,2100.18%+17,210
SHARKNINJA INC(SN)234,242306,848+72,6068,45415,7010.16%+7,248
ENTERGY CORP NEW(ETR)325,514366,149+40,63530,11037,0510.38%+6,941
WILLIS TOWERS WATSON PLC LTD(WTW)269,199259,147-10,05256,25262,5060.64%+6,254
XYLEM INC(XYL)0246,379+246,379028,1760.29%+28,176
AXALTA COATING SYS LTD(AXTA)0657,173+657,173022,3240.23%+22,324
EMBRAER S.A.(EMBJ)0331,015+331,01506,1070.06%+6,107
AMERICAN INTL GROUP INC387,220432,571+45,35123,46629,3070.30%+5,841
LITHIA MTRS INC(LAD)87,01995,289+8,27025,69931,3770.32%+5,677
XP INC(XP)0216,685+216,68505,6490.06%+5,649
S&P GLOBAL INC(SPGI)0194,598+194,598085,7240.88%+85,724
PDD HOLDINGS INC(PDD)036,511+36,51105,3420.06%+5,342
ELEVANCE HEALTH INC(ELV)0492,762+492,7620232,3672.40%+232,367
NEWMONT CORP(NEM)0525,061+525,061021,7320.22%+21,732
PUBLIC STORAGE(PSA)57,30964,351+7,04215,10219,6270.20%+4,525
MEDTRONIC PLC(MDT)329,983368,561+38,57825,85730,3620.31%+4,505
INTERCONTINENTAL EXCHANGE IN(ICE)01,481,721+1,481,7210190,2971.96%+190,297
ECOLAB INC(ECL)0134,076+134,076026,5940.27%+26,594
NICE LTD(NICE)069,304+69,304013,8270.14%+13,827
KINROSS GOLD CORP(KGC)0598,403+598,40303,6200.04%+3,620
COGNIZANT TECHNOLOGY SOLUTIO(CTSH)213,717237,444+23,72714,47717,9340.19%+3,457
RYANAIR HOLDINGS PLC(RYAAY)0103,203+103,203013,7630.14%+13,763
SKYWORKS SOLUTIONS INC(SWKS)124,316139,333+15,01712,25615,6640.16%+3,408
TAL EDUCATION GROUP(TAL)0269,525+269,52503,4040.04%+3,404
MERCADOLIBRE INC(MELI)200,883164,228-36,655254,696258,0912.66%+3,395
SEAWORLD ENTMT INC(PRKS)0319,321+319,321016,8700.17%+16,870
SOCIEDAD QUIMICA Y MINERA DE(SQM)053,280+53,28003,2090.03%+3,209
HUNT J B TRANS SVCS INC(JBHT)081,304+81,304016,2400.17%+16,240
CORE & MAIN INC(CNM)0247,810+247,810010,0140.10%+10,014
AIR PRODS & CHEMS INC136,956152,803+15,84738,81341,8370.43%+3,024
DUPONT DE NEMOURS INC(DD)260,125290,726+30,60119,40322,3660.23%+2,963
ZEBRA TECHNOLOGIES CORPORATI(ZBRA)053,688+53,688014,6750.15%+14,675
GOLD FIELDS LTD(GFI)0497,539+497,53907,1940.07%+7,194
SHOPIFY INC(SHOP)0187,710+187,710014,6230.15%+14,623
COMPANHIA SIDERURGICA NACION(SID)0629,397+629,39702,4740.03%+2,474
CHECK POINT SOFTWARE TECH LT
ORD
817,981728,881-89,100109,021111,3661.15%+2,345
AGILENT TECHNOLOGIES INC(A)0105,235+105,235014,6310.15%+14,631
KONINKLIJKE PHILIPS N V(PHG)01,843,072+1,843,072042,9990.44%+42,999
COPT DEFENSE PROPERTIES(CDP)394,269453,668+59,3999,39511,6280.12%+2,232
COCA-COLA EUROPACIFIC PARTNE
SHS
199,423218,400+18,97712,46014,5760.15%+2,116
PAN AMERN SILVER CORP(PAAS)156,291262,230+105,9392,2634,2820.04%+2,019
ULTRAPAR PARTICIPACOES SA(UGP)0370,743+370,74302,0090.02%+2,009
COMPANHIA DE SANEAMENTO BASI(SBS)554,941573,390+18,4496,7268,7330.09%+2,007
INTERPUBLIC GROUP COS INC0481,333+481,333015,7110.16%+15,711
PTC INC(PTC)705,461581,533-123,92899,950101,7451.05%+1,795
WATTS WATER TECHNOLOGIES INC(WTS)042,653+42,65308,8860.09%+8,886
SMITH A O CORP(AOS)094,709+94,70907,8080.08%+7,808
ICICI BANK LIMITED(IBN)01,411,166+1,411,166033,6420.35%+33,642
WASTE MGMT INC DEL(WM)055,014+55,01409,8530.10%+9,853
MUELLER INDS INC(MLI)0159,405+159,40507,5160.08%+7,516
REPUBLIC SVCS INC(RSG)060,235+60,23509,9330.10%+9,933
ADVANCED DRAIN SYS INC DEL(WMS)050,686+50,68607,1280.07%+7,128
AFYA LTD(AFYA)1,016,669805,962-210,70716,06317,6750.18%+1,611
LAUREATE EDUCATION INC(LAUR)0109,062+109,06201,4950.02%+1,495
SAFEHOLD INC(SAFE)063,870+63,87001,4950.02%+1,495
DELL TECHNOLOGIES INC(DELL)019,264+19,26401,4740.02%+1,474
HESS CORP156,851176,408+19,55723,99825,4310.26%+1,433
SERVICE CORP INTL(SCI)0106,492+106,49207,2890.08%+7,289
STERICYCLE INC0284,660+284,660014,1080.15%+14,108
AMERICAN TOWER CORP NEW(AMT)28,48328,063-4204,6846,0580.06%+1,374
ISHARES TR
MSCI INDIA ETF
290,306290,399+9312,83714,1740.15%+1,337
PINNACLE WEST CAP CORP(PNW)257,820282,317+24,49718,99620,2820.21%+1,285
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