AustralianSuper Pty Ltd
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q2 2025 ▲▼ | Q3 2025 ▲▼ | Change ▲▼ | Q2 2025 ▲▼ | Q3 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| NVIDIA CORPORATION(NVDA) | 9,409,773 | 11,370,591 | +1,960,818 | 1,486,650,036 | 2,121,524,869 | 10.02% | +634,874,833 |
| APPLE INC(AAPL) | 4,885,815 | 5,516,235 | +630,420 | 1,002,422,664 | 1,404,598,918 | 6.64% | +402,176,254 |
| ALPHABET INC(GOOG) | 2,350,004 | 2,940,718 | +590,714 | 414,141,205 | 714,888,546 | 3.38% | +300,747,341 |
| META PLATFORMS INC(META) | 566,577 | 940,460 | +373,883 | 418,184,818 | 690,655,015 | 3.26% | +272,470,197 |
| ISHARES TR | 0 | 403,717 | +403,717 | 0 | 270,207,788 | 1.28% | +270,207,788 |
| MICROSOFT CORP(MSFT) | 2,779,339 | 3,141,694 | +362,355 | 1,382,471,012 | 1,627,240,407 | 7.69% | +244,769,395 |
| BROADCOM INC(AVGO) | 1,988,115 | 2,334,007 | +345,892 | 548,023,900 | 770,012,249 | 3.64% | +221,988,349 |
| LAM RESEARCH CORP(LRCX) | 324,996 | 1,720,424 | +1,395,428 | 31,635,111 | 230,364,774 | 1.09% | +198,729,663 |
| GOLDMAN SACHS GROUP INC(GS) | 0 | 171,349 | +171,349 | 0 | 136,453,776 | 0.64% | +136,453,776 |
| APPLOVIN CORP(APP) | 272,611 | 318,294 | +45,683 | 95,435,659 | 228,706,971 | 1.08% | +133,271,312 |
| KINROSS GOLD CORP(KGC) | 6,107,913 | 9,197,872 | +3,089,959 | 95,509,214 | 228,227,331 | 1.08% | +132,718,117 |
| UBER TECHNOLOGIES INC(UBER) | 168,605 | 1,444,558 | +1,275,953 | 15,730,847 | 141,523,347 | 0.67% | +125,792,500 |
| TRAVELERS COMPANIES INC(TRV) | 0 | 449,813 | +449,813 | 0 | 125,596,786 | 0.59% | +125,596,786 |
| AMPHENOL CORP NEW | 788,740 | 1,597,318 | +808,578 | 77,888,075 | 197,668,103 | 0.93% | +119,780,028 |
| JPMORGAN CHASE & CO.(JPM) | 62,712 | 414,185 | +351,473 | 18,180,836 | 130,646,375 | 0.62% | +112,465,539 |
| ALPHABET INC(GOOG) | 57,584 | 485,208 | +427,624 | 10,214,826 | 118,172,408 | 0.56% | +107,957,582 |
| MONSTER BEVERAGE CORP NEW(MNST) | 2,507,393 | 3,802,322 | +1,294,929 | 157,063,098 | 255,934,294 | 1.21% | +98,871,196 |
| MASTERCARD INCORPORATED(MA) | 592,356 | 742,885 | +150,529 | 332,868,531 | 422,560,417 | 2.00% | +89,691,886 |
| ROBINHOOD MKTS INC(HOOD) | 0 | 601,686 | +601,686 | 0 | 86,149,401 | 0.41% | +86,149,401 |
| ADOBE INC(ADBE) | 99,026 | 332,840 | +233,814 | 38,311,179 | 117,409,310 | 0.55% | +79,098,131 |
| CARDINAL HEALTH INC(CAH) | 201,484 | 680,173 | +478,689 | 33,849,312 | 106,759,954 | 0.50% | +72,910,642 |
| NORFOLK SOUTHN CORP(NSC) | 0 | 216,000 | +216,000 | 0 | 64,888,560 | 0.31% | +64,888,560 |
| SHOPIFY INC(SHOP) | 203,016 | 525,949 | +322,933 | 23,430,236 | 78,142,679 | 0.37% | +54,712,443 |
| IDEXX LABS INC(IDXX) | 18,452 | 95,890 | +77,438 | 9,896,546 | 61,263,162 | 0.29% | +51,366,616 |
| AERCAP HOLDINGS NV(AER) | 223,478 | 636,906 | +413,428 | 26,146,926 | 77,065,626 | 0.36% | +50,918,700 |
| SYNOPSYS INC(SNPS) | 0 | 101,758 | +101,758 | 0 | 50,206,380 | 0.24% | +50,206,380 |
| COSTCO WHSL CORP NEW(COST) | 135,038 | 197,113 | +62,075 | 133,679,518 | 182,453,706 | 0.86% | +48,774,188 |
| ABBVIE INC(ABBV) | 7,652 | 215,623 | +207,971 | 1,420,364 | 49,925,349 | 0.24% | +48,504,985 |
| GE VERNOVA INC(GEV) | 40,687 | 109,129 | +68,442 | 21,529,526 | 67,103,422 | 0.32% | +45,573,896 |
| PFIZER INC(PFE) | 2,303,359 | 3,978,774 | +1,675,415 | 55,833,422 | 101,379,162 | 0.48% | +45,545,740 |
| APPLIED MATLS INC | 7,766 | 224,907 | +217,141 | 1,421,722 | 46,047,459 | 0.22% | +44,625,737 |
| CRH PLC | 45,419 | 404,822 | +359,403 | 4,169,464 | 48,538,158 | 0.23% | +44,368,694 |
| ALLSTATE CORP(ALL) | 501,614 | 676,110 | +174,496 | 100,979,914 | 145,127,012 | 0.69% | +44,147,098 |
| HARTFORD INSURANCE GROUP INC(HIG) | 1,605,760 | 1,841,503 | +235,743 | 203,722,771 | 245,638,085 | 1.16% | +41,915,314 |
| SPX TECHNOLOGIES INC | 0 | 220,000 | +220,000 | 0 | 41,091,600 | 0.19% | +41,091,600 |
| CADENCE DESIGN SYSTEM INC(CDNS) | 164,565 | 256,156 | +91,591 | 50,710,705 | 89,977,357 | 0.43% | +39,266,652 |
| WESTERN DIGITAL CORP(WDC) | 0 | 285,222 | +285,222 | 0 | 34,243,753 | 0.16% | +34,243,753 |
| INSULET CORP(PODD) | 205,168 | 317,658 | +112,490 | 64,459,682 | 98,070,554 | 0.46% | +33,610,872 |
| JONES LANG LASALLE INC(JLL) | 0 | 107,897 | +107,897 | 0 | 32,183,517 | 0.15% | +32,183,517 |
| CITIGROUP INC(C) | 18,993 | 314,528 | +295,535 | 1,616,684 | 31,924,592 | 0.15% | +30,307,908 |
| DOMINION ENERGY INC(D) | 27,526 | 519,100 | +491,574 | 1,555,770 | 31,753,347 | 0.15% | +30,197,577 |
| CHARTER COMMUNICATIONS INC N(CHTR) | 0 | 104,144 | +104,144 | 0 | 28,650,535 | 0.14% | +28,650,535 |
| THE CIGNA GROUP(CI) | 11,647 | 106,699 | +95,052 | 3,850,265 | 30,755,987 | 0.15% | +26,905,722 |
| CENCORA INC | 0 | 83,804 | +83,804 | 0 | 26,191,264 | 0.12% | +26,191,264 |
| HOWMET AEROSPACE INC(HWM) | 1,179,819 | 1,247,941 | +68,122 | 219,599,710 | 244,883,462 | 1.16% | +25,283,752 |
| AGNICO EAGLE MINES LTD(AEM) | 0 | 142,280 | +142,280 | 0 | 23,958,489 | 0.11% | +23,958,489 |
| ROSS STORES INC(ROST) | 8,651 | 156,898 | +148,247 | 1,103,695 | 23,909,686 | 0.11% | +22,805,991 |
| CARNIVAL CORP | 1,347,079 | 2,096,481 | +749,402 | 37,879,861 | 60,609,266 | 0.29% | +22,729,405 |
| TRIP COM GROUP LTD(TCOM) | 0 | 294,682 | +294,682 | 0 | 22,160,086 | 0.10% | +22,160,086 |
| PROGRESSIVE CORP(PGR) | 689,971 | 830,951 | +140,980 | 184,125,661 | 205,203,349 | 0.97% | +21,077,688 |
| ORACLE CORP(ORCL) | 5,587 | 76,722 | +71,135 | 1,221,486 | 21,577,295 | 0.10% | +20,355,809 |
| INTERNATIONAL BUSINESS MACHS(IBM) | 0 | 70,803 | +70,803 | 0 | 19,977,774 | 0.09% | +19,977,774 |
| EXXON MOBIL CORP | 0 | 176,872 | +176,872 | 0 | 19,942,318 | 0.09% | +19,942,318 |
| NRG ENERGY INC(NRG) | 0 | 123,100 | +123,100 | 0 | 19,936,045 | 0.09% | +19,936,045 |
| WELLS FARGO CO NEW(WFC) | 392,111 | 611,707 | +219,596 | 31,415,933 | 51,273,281 | 0.24% | +19,857,348 |
| ELI LILLY & CO(LLY) | 19,613 | 45,633 | +26,020 | 15,288,922 | 34,817,979 | 0.16% | +19,529,057 |
| NEWMONT CORP(NEM) | 146,890 | 330,250 | +183,360 | 8,557,811 | 27,843,378 | 0.13% | +19,285,567 |
| INCYTE CORP(INCY) | 0 | 213,241 | +213,241 | 0 | 18,084,969 | 0.09% | +18,084,969 |
| RESMED INC(RMD) | 311,406 | 357,485 | +46,079 | 80,342,748 | 97,854,369 | 0.46% | +17,511,621 |
| WABTEC(WAB) | 874,061 | 995,392 | +121,331 | 182,984,670 | 199,546,234 | 0.94% | +16,561,564 |
| METTLER TOLEDO INTERNATIONAL(MTD) | 118,401 | 126,734 | +8,333 | 139,088,023 | 155,579,926 | 0.74% | +16,491,903 |
| MCKESSON CORP(MCK) | 0 | 20,460 | +20,460 | 0 | 15,806,168 | 0.07% | +15,806,168 |
| MCDONALDS CORP(MCD) | 3,421 | 55,050 | +51,629 | 999,514 | 16,729,145 | 0.08% | +15,729,631 |
| MEDTRONIC PLC(MDT) | 0 | 163,356 | +163,356 | 0 | 15,558,025 | 0.07% | +15,558,025 |
| RYANAIR HOLDINGS PLC(RYAAY) | 0 | 251,300 | +251,300 | 0 | 15,133,286 | 0.07% | +15,133,286 |
| JOHNSON & JOHNSON(JNJ) | 12,183 | 89,183 | +77,000 | 1,860,953 | 16,536,312 | 0.08% | +14,675,359 |
| CLOUDFLARE INC(NET) | 490,057 | 515,032 | +24,975 | 95,967,862 | 110,520,717 | 0.52% | +14,552,855 |
| HCA HEALTHCARE INC(HCA) | 17,850 | 47,191 | +29,341 | 6,838,335 | 20,112,804 | 0.10% | +13,274,469 |
| CURTISS WRIGHT CORP(CW) | 0 | 23,800 | +23,800 | 0 | 12,921,972 | 0.06% | +12,921,972 |
| RYAN SPECIALTY HOLDINGS INC(RYAN) | 0 | 226,397 | +226,397 | 0 | 12,759,735 | 0.06% | +12,759,735 |
| QUALCOMM INC(QCOM) | 0 | 75,832 | +75,832 | 0 | 12,615,412 | 0.06% | +12,615,412 |
| BIOGEN INC(BIIB) | 739,416 | 751,386 | +11,970 | 92,863,255 | 105,254,151 | 0.50% | +12,390,896 |
| NUTANIX INC(NTNX) | 260,782 | 433,807 | +173,025 | 19,934,176 | 32,270,903 | 0.15% | +12,336,727 |
| EQT CORP(EQT) | 196,022 | 434,700 | +238,678 | 11,432,003 | 23,660,721 | 0.11% | +12,228,718 |
| FERRARI N V | 7,469 | 32,491 | +25,022 | 3,661,503 | 15,696,246 | 0.07% | +12,034,743 |
| ARISTA NETWORKS INC(ANET) | 677,410 | 557,099 | -120,311 | 69,305,817 | 81,174,895 | 0.38% | +11,869,078 |
| VARONIS SYS INC(VRNS) | 464,666 | 602,379 | +137,713 | 23,581,800 | 34,618,721 | 0.16% | +11,036,921 |
| MOLINA HEALTHCARE INC(MOH) | 0 | 53,785 | +53,785 | 0 | 10,292,298 | 0.05% | +10,292,298 |
| DATADOG INC(DDOG) | 290,762 | 345,509 | +54,747 | 39,058,059 | 49,200,482 | 0.23% | +10,142,423 |
| AMAZON COM INC(AMZN) | 5,950,883 | 5,980,016 | +29,133 | 1,305,564,221 | 1,313,032,113 | 6.20% | +7,467,892 |
| UNIVERSAL HLTH SVCS INC(UHS) | 214,490 | 225,038 | +10,548 | 38,854,864 | 46,006,769 | 0.22% | +7,151,905 |
| VERISIGN INC | 34,776 | 54,909 | +20,133 | 10,043,309 | 15,350,909 | 0.07% | +5,307,600 |
| NU HLDGS LTD(NU) | 1,856,106 | 1,886,019 | +29,913 | 25,465,774 | 30,195,164 | 0.14% | +4,729,390 |
| COTERRA ENERGY INC | 0 | 194,884 | +194,884 | 0 | 4,609,007 | 0.02% | +4,609,007 |
| COGNIZANT TECHNOLOGY SOLUTIO(CTSH) | 0 | 65,924 | +65,924 | 0 | 4,421,523 | 0.02% | +4,421,523 |
| OREILLY AUTOMOTIVE INC(ORLY) | 0 | 39,804 | +39,804 | 0 | 4,291,269 | 0.02% | +4,291,269 |
| KRAFT HEINZ CO(KHC) | 1,070,318 | 1,217,081 | +146,763 | 27,635,611 | 31,692,789 | 0.15% | +4,057,178 |
| OPEN TEXT CORP(OTEX) | 463,882 | 465,613 | +1,731 | 13,563,203 | 17,400,166 | 0.08% | +3,836,963 |
| COUPANG INC(CPNG) | 1,712,723 | 1,712,723 | 0 | 51,313,181 | 55,149,681 | 0.26% | +3,836,500 |
| LUMEN TECHNOLOGIES INC(LUMN) | 2,145,528 | 2,145,528 | 0 | 9,397,413 | 13,130,631 | 0.06% | +3,733,218 |
| GLOBAL PMTS INC(GPN) | 179,629 | 214,232 | +34,603 | 14,377,505 | 17,798,395 | 0.08% | +3,420,890 |
| OMNICOM GROUP INC(OMC) | 104,438 | 129,755 | +25,317 | 7,513,270 | 10,578,925 | 0.05% | +3,065,655 |
| PARKER-HANNIFIN CORP(PH) | 5,479 | 8,796 | +3,317 | 3,826,917 | 6,668,687 | 0.03% | +2,841,770 |
| REDDIT INC(RDDT) | 8,094 | 17,228 | +9,134 | 1,218,714 | 3,962,268 | 0.02% | +2,743,554 |
| SEAGATE TECHNOLOGY HLDNGS PL | 22,546 | 24,093 | +1,547 | 3,254,064 | 5,687,394 | 0.03% | +2,433,330 |
| PLANET FITNESS INC(PLNT) | 379,898 | 422,001 | +42,103 | 41,427,877 | 43,803,704 | 0.21% | +2,375,827 |
| ALIBABA GROUP HLDG LTD(BABA) | 0 | 10,211 | +10,211 | 0 | 1,825,012 | 0.01% | +1,825,012 |
| PDD HOLDINGS INC(PDD) | 34,990 | 41,422 | +6,432 | 3,662,053 | 5,474,746 | 0.03% | +1,812,693 |
| 3M CO(MMM) | 0 | 8,268 | +8,268 | 0 | 1,283,028 | 0.01% | +1,283,028 |
| ALNYLAM PHARMACEUTICALS INC(ALNY) | 4,218 | 5,742 | +1,524 | 1,375,448 | 2,618,352 | 0.01% | +1,242,904 |