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CIK: 0001731012
Total reported value
$6.0B
$6.0B
30 檔
63.7%
At the close of Q2 2025, Alphinity Investment Management Pty Ltd disclosed equity holdings valued at approximately $6.0B, spread across 30 reported holdings.
During Q2 2025, Alphinity Investment Management Pty Ltd's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 8.96% | -3.02% | -21.60% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 6.85% | +0.53% | -12.69% | |
| 3 | NFLX | Netflix Inc | Stock-Comm Services | 5.77% | — | -40.28% | |
| 4 | NOW | Servicenow Inc | Stock-Tech | 5.69% | — | -15.30% | |
| 5 | KO | Coca-cola Co/the | Stock-Consumer Staples | 5.46% | -0.91% | -37.11% | |
| 6 | LIN | Linde plc | Stock-Materials | 5.16% | — | -31.11% | |
| 7 | AXP | American Express Co | Stock-Financials | 5.07% | -0.05% | -19.97% | |
| 8 | MS | Morgan Stanley | Stock-Financials | 5.03% | +0.84% | -22.00% | |
| 9 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 4.92% | -0.30% | -13.98% | |
| 10 | WCN | Waste Connections Inc | Stock-Industrials | 4.88% | — | -12.95% | |
| 11 | APH | Amphenol Corp-cl A | Stock-Tech | 4.59% | -2.85% | EXIT | |
| 12 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 4.57% | -0.28% | -17.57% | |
| 13 | MSI | Motorola Solutions Inc | Stock-Tech | 4.49% | -5.07% | EXIT | |
| 14 | CBRE | Cbre Group Inc - A | Stock-Real Estate | 4.43% | -2.95% | EXIT | |
| 15 | PH | Parker Hannifin CORP | Stock-Industrials | 4.33% | -1.26% | -43.69% | |
| 16 | CRH | CRH plc | Stock-Materials | 4.12% | -4.94% | EXIT | |
| 17 | JPM | Jpmorgan Chase & Co | Stock-Financials | 4.11% | +0.47% | — | |
| 18 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 4.09% | -2.29% | -27.96% | |
| 19 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 3.53% | — | — | |
| 20 | SHW | Sherwin-williams Co/the | Stock-Materials | 2.77% | — | -35.61% | |
| 21 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.90% | +0.69% | -12.65% | |
| 22 | MA | Mastercard Inc - A | Stock-Financials | 0.05% | -0.14% | -15.03% | |
| 23 | VLTO | Veralto CORP | Stock-Industrials | 0.04% | -0.15% | EXIT | |
| 24 | SPOT | Spotify Technology S.A. | Stock-Comm Services | 0.04% | — | -5.57% | |
| 25 | CTAS | Cintas CORP | Stock-Industrials | 0.03% | — | +3.01% | |
| 26 | CB | Chubb Limited | Stock-Financials | 0.03% | +0.61% | -2.58% | |
| 27 | WMT | Walmart Inc | Stock-Consumer Staples | 0.03% | -0.07% | — | |
| 28 | SFM | Sprouts Farmers Market Inc | Stock-Consumer Staples | 0.03% | — | +22.39% | |
| 29 | MCO | Moody's CORP | Stock-Financials | 0.02% | -0.10% | EXIT | |
| 30 | DE | Deere & Co | Stock-Industrials | 0.02% | — | — |
According to official SEC Form 13F filings, Alphinity Investment Management Pty Ltd reported a total U.S. public equity portfolio value of $6.0B across 30 disclosed positions in Q2 2025.
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In terms of portfolio concentration, the top 5 core holdings (including MSFT, NVDA, NFLX) accounted for 63.7% of total reported equity market value during Q2 2025.
During Q2 2025, Alphinity Investment Management Pty Ltd's top holdings by market value included MSFT (9.0%)、NVDA (6.8%)、NFLX (5.8%). The largest single position, MSFT, represented 9.0% of total portfolio value.
In Q2 2025, Alphinity Investment Management Pty Ltd made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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