account_balance
Investment manager · 13F filer · SEC CIK 1730896
United Super Pty Ltd in its capacity as Trustee for the Cons
Reported value$7.55Bas of Sep 30, 2026
Positions196 31 new, 19 sold out
Top 10 weight39.8%NVDA alone is 8%
FiledNov 1243 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
NVDANVIDIA Corp
8.2%Added +29%
AAPLApple Inc.
7.1%Added +69%
MSFTMicrosoft Corp
6.8%Added +58%
GOOGLAlphabet Inc.
5.0%Added +27%
AMZNAmazon.com Inc
3.7%Added +22%
METAMeta Platforms, Inc.
2.6%Added +17%
AVGOBroadcom Inc.
2.1%Added +34%
LRCXLam Research Corp
1.5%Added +22%
JPMJPMorgan Chase & Co
1.5%
MAMastercard Inc
1.4%
VVisa Inc.
1.4%
GOOGAlphabet Inc.
1.3%
NVDANVIDIA Corp
8.2%Added +29%
AAPLApple Inc.
7.1%Added +69%
MSFTMicrosoft Corp
6.8%Added +58%
GOOGLAlphabet Inc.
5.0%Added +27%
AMZNAmazon.com Inc
3.7%
META2.6%AVGO2.1%LRCX1.5%JPMMAV1.4%GOOGBoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
NVDA NVIDIA Corp 8.2% Added +29%AAPL Apple Inc. 7.1% Added +69%MSFT Microsoft Corp 6.8% Added +58%GOOGL Alphabet Inc. 5.0% Added +27%AMZN Amazon.com Inc 3.7% Added +22%META Meta Platforms, Inc. 2.6% Added +17%AVGO Broadcom Inc. 2.1% Added +34%LRCX Lam Research Corp 1.5% Added +22%JPM JPMorgan Chase & Co 1.5% Added +18%MA Mastercard Inc 1.4% Added +26%V Visa Inc. 1.4% Added +8%GOOG Alphabet Inc. 1.3% Added +71%
What changed
Biggest moves since Jun 30, 2026
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