II
IFM Investors Pty Ltd SEC 13F Filing (Q2 2026) — Holdings & Portfolio
IFM Investors Pty LtdCIK: 0001698246
Diversified strategyMomentum follower
Total reported value
$15.1B
Reporting period: 2026-06-30 · Number of holdings: 641
IFM Investors Pty Ltd disclosed 641 holdings in its latest 13F filing for the period ending 2026-06-30, with total reported value of $15.1B and a quarterly turnover rate of 28.7%.
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Personality snowflake
- Concentration
- 7.04
- Portfolio Stability
- 28.73
- Momentum
- 82.08
- Sector conviction
- 58
- Diversification
- 100
- Sizing Uniformity
- 67.91
IFM Investors Pty Ltd's disclosed holdings carry a Herfindahl concentration index of 0.018 — mathematically equivalent to about 57 equally-sized positions, well below its 641 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 3.21), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govNew buy AMD
Add MU
+11.0% $219.3M
Add INTC
+8.8% $99.5M
Trim ALLE
-93.0% -$67.7M
Trim MSFT
+11.3% $65.3M
Add AMAT
+9.9% $75.1M
Holdings Map
New buyAddUnchangedTrim
Institutional Game-State Analysis
Core Intent
IFM Investors aggressively rotated into semiconductors this quarter, tripling MU's weight to 1.97% and initiating a new 1.43% position in AMD, while incrementally adding to mega-cap tech holdings (AAPL, GOOGL, AMZN, AVGO) and boosting INTC from 0.34% to 0.93%. Despite an extremely diversified 641-position portfolio, a strong momentum score (82.08) and clear tilt toward IT (37.9% of equity) suggest a concentrated bet on tech, with some contrarian flavor in the INTC addition.
Macro & Fundamentals
These flows align with a broader capital rotation into semiconductor and AI infrastructure plays, likely anticipating a recovery in memory demand and sustained cloud capex. However, with limited data on intent, the shift could equally reflect valuation-driven rebalancing rather than a macro conviction call.
Blind Spots / Risks
The portfolio's IT overweight (37.9%) masks its true sector concentration: a sudden reversal in AI sentiment or a regulatory crackdown on chip exports would disproportionately hit returns, with cross-correlation among the added names amplifying downside.
This overview is machine-generated from this institution's regulatory filings on SEC EDGAR and describes past disclosures only — it does not constitute financial advice. View the original 2026-06-30 Form 13F filing on SEC.gov
Top 10 holdings by weight
Full holdings list this quarter
Showing top 200 holdings (of 641 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 7.00% | -0.28% | +5.55% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 6.43% | +0.03% | +11.06% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 3.99% | -0.49% | +11.28% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.44% | +0.11% | +13.66% | |
| 5 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.09% | +0.27% | +11.19% | |
| 6 | AVGO | Broadcom Inc | Stock-Tech | 2.57% | +0.17% | +10.82% | |
| 7 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.52% | +0.08% | +5.48% | |
| 8 | MU | Micron Technology Inc | Stock-Tech | 1.97% | +1.31% | +10.97% | |
| 9 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.84% | -0.26% | +12.34% | |
| 10 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.79% | -0.02% | +10.50% | |
| 11 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.46% | +0.20% | +11.36% | |
| 12 | AMD | Advanced Micro Devices | Stock-Tech | 1.43% | +1.43% | NEW | |
| 13 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.31% | -0.03% | +10.61% | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.00% | -0.06% | +13.84% | |
| 15 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.94% | -0.09% | +10.76% | |
| 16 | INTC | Intel CORP | Stock-Tech | 0.93% | +0.59% | +8.75% | |
| 17 | V | Visa Inc-class A Shares | Stock-Financials | 0.88% | +0.01% | +12.27% | |
| 18 | AMAT | Applied Materials Inc | Stock-Tech | 0.87% | +0.40% | +9.86% | |
| 19 | XOM | Exxon Mobil CORP | Stock-Energy | 0.85% | -0.33% | +12.45% | |
| 20 | LRCX | Lam Research CORP | Stock-Tech | 0.82% | +0.35% | +9.31% | |
| 21 | CAT | Caterpillar Inc | Stock-Industrials | 0.74% | +0.18% | +10.42% | |
| 22 | WMT | Walmart Inc | Stock-Consumer Staples | 0.72% | -0.16% | +12.91% | |
| 23 | CSCO | Cisco Systems Inc | Stock-Tech | 0.71% | +0.18% | +12.02% | |
| 24 | ABBV | Abbvie Inc | Stock-Healthcare | 0.68% | +0.02% | +12.22% | |
| 25 | MA | Mastercard Inc - A | Stock-Financials | 0.63% | -0.07% | +10.66% | |
| 26 | INDA | Ishares Msci India ETF | ETF-Other | 0.63% | -0.13% | -1.39% | |
| 27 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.61% | -0.10% | +13.71% | |
| 28 | KLAC | Kla CORP | Stock-Tech | 0.60% | +0.26% | +988.48% | |
| 29 | GE | General Electric | Stock-Industrials | 0.60% | +0.08% | +9.38% | |
| 30 | BAC | Bank Of America CORP | Stock-Financials | 0.58% | +0.01% | +9.80% | |
| 31 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.57% | +0.15% | +12.49% | |
| 32 | HD | Home Depot Inc | Stock-Consumer Disc | 0.53% | -0.02% | +11.22% | |
| 33 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.52% | -0.06% | +12.16% | |
| 34 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.49% | -0.03% | +9.31% | |
| 35 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.48% | -0.05% | +6.53% | |
| 36 | GEV | GE Vernova Inc | Stock-Industrials | 0.47% | +0.07% | +10.39% | |
| 37 | CVX | Chevron CORP | Stock-Energy | 0.45% | -0.19% | +11.17% | |
| 38 | NFLX | Netflix Inc | Stock-Comm Services | 0.45% | -0.24% | +11.00% | |
| 39 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.45% | +0.02% | +9.54% | |
| 40 | WELL | Welltower Inc | Stock-Real Estate | 0.42% | — | +11.08% | |
| 41 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.42% | +0.20% | +12.74% | |
| 42 | TXN | Texas Instruments Inc | Stock-Tech | 0.41% | +0.10% | +10.12% | |
| 43 | IBM | Intl Business Machines CORP | Stock-Tech | 0.40% | +0.02% | +14.53% | |
| 44 | MRVL | Marvell Technology Inc | Stock-Tech | 0.39% | +0.24% | +6.24% | |
| 45 | ORCL | Oracle CORP | Stock-Tech | 0.38% | -0.05% | +12.12% | |
| 46 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.38% | -0.19% | +4.93% | |
| 47 | MS | Morgan Stanley | Stock-Financials | 0.38% | +0.04% | +11.03% | |
| 48 | WFC | Wells Fargo & Co | Stock-Financials | 0.37% | -0.04% | +10.74% | |
| 49 | LIN | Linde plc | Stock-Materials | 0.36% | +0.36% | NEW | |
| 50 | C | Citigroup Inc | Stock-Financials | 0.36% | +0.02% | +6.19% |
1–50 of 200
Portfolio Performance
Performance for Q3 2026
+2.5%
Performance Last 4 Quarters
+21.1%
- Stdev
- +12.9%
- Beta
- +0.99
- Alpha
- -0.7%
- Max Drawdown
- -8.2%
- Annualized Perf
- +19.9%
- Batting Avg vs S&P
- +44.4%
- Sortino
- +3.13
- Stutzer
- +0.44
- Treynor
- +0.19
- Sterling
- +1.25
- Calmar
- +2.43
- Information Ratio
- -0.62
- Tracking Error
- +1.4%
- Stdev Down
- +6.1%
- Winning Months %
- +69.4%
- Losing Months %
- +30.6%
- Best 12 Months
- +33.5%
- Worst 12 Months
- +6.9%
- Efficiency Ratio
- +0.62
- Sharpe
- +1.48
- Stdev Sectors
- +9.7%
- Skewness
- +0.14
- Kurtosis
- -0.05
- Upside Potential
- +4.74
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
| Period | Holdings | Total value | Stability | Top holdings | |
|---|---|---|---|---|---|
| 2026 Q2 | 641 | $15.1B | 29 | ||
| 2026 Q1 | 689 | $12.0B | 17 | ||
| 2025 Q4 | 606 | $12.0B | 15 | ||
| 2025 Q3 | 619 | $11.4B | 26 | ||
| 2025 Q2 | 617 | $10.5B | 0 | ||
| 2025 Q1 | 654 | $9.2B | 13 | ||
| 2024 Q4 | 674 | $9.8B | 100 | ||
| 2024 Q3 | 681 | $10.4B | 0 | ||
| 2024 Q2 | 686 | $9.9B | 0 | ||
| 2024 Q1 | 624 | $9.2B | 0 | ||
| 2023 Q4 | 571 | $8.2B | 0 | ||
| 2023 Q3 | 640 | $7.6B | 0 | ||
| 2023 Q2 | 638 | $7.6B | 0 | ||
| 2023 Q1 | 624 | $6.6B | 0 | ||
| 2022 Q4 | 622 | $6.0B | 0 | ||
| 2022 Q3 | 640 | $5.5B | 0 | ||
| 2022 Q2 | 644 | $5.7B | 0 | ||
| 2022 Q1 | 645 | $6.4B | 0 | ||
| 2021 Q4 | 603 | $5.5B | 0 | ||
| 2021 Q3 | 585 | $4.8B | 0 | ||
| 2021 Q2 | 603 | $4.9B | 87 | ||
| 2021 Q1 | 596 | $3.7B | 18 | ||
| 2020 Q4 | 595 | $3.1B | 29 | ||
| 2020 Q3 | 595 | $2.4B | 22 | ||
| 2020 Q2 | 591 | $1.9B | 20 | ||
| 2020 Q1 | 604 | $2.2B | 25 | ||
| 2019 Q4 | 610 | $2.8B | 11 | ||
| 2019 Q3 | 608 | $2.7B | 44 | ||
| 2019 Q2 | 611 | $1.8B | 15 | ||
| 2019 Q1 | 593 | $1.6B | 24 | ||
| 2018 Q4 | 588 | $1.2B | 14 | ||
| 2018 Q3 | 590 | $1.3B | 23 | ||
| 2018 Q2 | 582 | $1.1B | 43 | ||
| 2018 Q1 | 524 | $695.0M | 12 | ||
| 2017 Q4 | 501 | $633.4M | 11 | ||
| 2017 Q3 | 482 | $592.6M | 11 | ||
| 2017 Q2 | 484 | $555.7M | 35 | ||
| 2017 Q1 | 440 | $395.5M | 61 | ||
| 2016 Q4 | 294 | $212.3M | 0 |
Holding changes this quarter
IFM Investors Pty Ltd's most significant position changes for 2026-06-30: New buy: Advanced Micro Devices (AMD); New buy: Linde plc (LIN); Sold out: Linde plc (LIN); New buy: Adobe Inc (ADBE); New buy: .
Showing top 200 changes by size (of 703 total)
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AMD | Advanced Micro Devices | +1.4% | NEW | New buy |
| 2 | MU | Micron Technology Inc | +1.3% | +10.97% | Add |
| 3 | INTC | Intel CORP | +0.6% | +8.75% | Add |
| 4 | AMAT | Applied Materials Inc | +0.4% | +9.86% | Add |
| 5 | LIN | Linde plc | +0.4% | NEW | New buy |
| 6 | LRCX | Lam Research CORP | +0.4% | +9.31% | Add |
| 7 | GOOGL | Alphabet Inc-cl A | +0.3% | +11.19% | Add |
| 8 | KLAC | Kla CORP | +0.3% | +988.48% | Add |
| 9 | MRVL | Marvell Technology Inc | +0.2% | +6.24% | Add |
| 10 | LLY | Eli Lilly & Co | +0.2% | +11.36% | Add |
| 11 | PANW | Palo Alto Networks Inc | +0.2% | +12.74% | Add |
| 12 | CAT | Caterpillar Inc | +0.2% | +10.42% | Add |
| 13 | CSCO | Cisco Systems Inc | +0.2% | +12.02% | Add |
| 14 | WDC | Western Digital CORP | +0.2% | +10.54% | Add |
| 15 | AVGO | Broadcom Inc | +0.2% | +10.82% | Add |
| 16 | STX | Seagate Technology Holdings plc | +0.2% | +9.21% | Add |
| 17 | UNH | Unitedhealth Group Inc | +0.2% | +12.49% | Add |
| 18 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | +13.37% | Add |
| 19 | ADBE | Adobe Inc | +0.1% | NEW | New buy |
| 20 | ✓ | +0.1% | NEW | New buy | |
| 21 | GLW | Corning Inc | +0.1% | +10.40% | Add |
| 22 | AMZN | Amazon.com Inc | +0.1% | +13.66% | Add |
| 23 | DELL | Dell Technologies -c | +0.1% | +2.90% | Add |
| 24 | ✓ | +0.1% | NEW | New buy | |
| 25 | TXN | Texas Instruments Inc | +0.1% | +10.12% | Add |
| 26 | GOOG | Alphabet Inc-cl C | +0.1% | +5.48% | Add |
| 27 | GE | General Electric | +0.1% | +9.38% | Add |
| 28 | APH | Amphenol Corp-cl A | +0.1% | +15.21% | Add |
| 29 | ALAB | Astera Labs Inc | +0.1% | +16.67% | Add |
| 30 | GEV | GE Vernova Inc | +0.1% | +10.39% | Add |
| 31 | BE | Bloom Energy Corp- A | +0.1% | +32.64% | Add |
| 32 | DDOG | Datadog Inc - Class A | +0.1% | +19.01% | Add |
| 33 | ✓ | +0.1% | NEW | New buy | |
| 34 | QCOM | Qualcomm Inc | +0.1% | +5.65% | Add |
| 35 | ANET | Arista Networks Inc | +0.1% | +10.10% | Add |
| 36 | FTNT | Fortinet Inc | +0.1% | +4.57% | Add |
| 37 | SNOW | Snowflake Inc | +0.1% | +17.75% | Add |
| 38 | COHR | Coherent CORP | +0.1% | +37.47% | Add |
| 39 | NBIS | Nebius Group N.V. | +0.1% | +15.63% | Add |
| 40 | FLEX | Flex Ltd. | +0.1% | +4.00% | Add |
| 41 | MS | Morgan Stanley | 0% | +11.03% | Add |
| 42 | CVS | Cvs Health CORP | 0% | +15.28% | Add |
| 43 | CRDO | Credo Technology Group Holding Ltd | 0% | +13.24% | Add |
| 44 | FTI | TechnipFMC plc | 0% | NEW | New buy |
| 45 | AAPL | Apple Inc | 0% | +11.06% | Add |
| 46 | VRT | Vertiv Holdings Co-a | 0% | +13.30% | Add |
| 47 | TER | Teradyne Inc | 0% | +14.09% | Add |
| 48 | CMI | Cummins Inc | 0% | +15.32% | Add |
| 49 | URI | United Rentals Inc | 0% | +6.14% | Add |
| 50 | FIX | Comfort Systems USA Inc | 0% | +14.19% | Add |
1–50 of 200
Filing History
FAQ
What is IFM Investors Pty Ltd and what type of investor is it?
IFM Investors Pty Ltd is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-06-30), the firm manages a tracked equity portfolio valued at approximately $15.1B, spread across 641 disclosed positions.
What are IFM Investors Pty Ltd's largest equity positions?
Based on the latest 13F filing, IFM Investors Pty Ltd's top holdings by market value are:
1. Nvidia CORP (NVDA) — $1.1B (7.0%)
2. Apple Inc (AAPL) — $971.3M (6.4%)
3. Microsoft CORP (MSFT) — $603.0M (4.0%)
4. Amazon.com Inc (AMZN) — $519.1M (3.4%)
5. Alphabet Inc-cl A (GOOGL) — $466.8M (3.1%)
What changes did IFM Investors Pty Ltd make in its most recent portfolio filing?
In the latest reported quarter, IFM Investors Pty Ltd made 200 notable position adjustments: 14 new positions were initiated, 169 existing holdings were added to, 8 positions were partially reduced, and 9 were completely exited. The largest of these moves: New buy: Advanced Micro Devices (AMD); New buy: Linde plc (LIN); Sold out: Linde plc (LIN); New buy: Adobe Inc (ADBE); New buy:
What sectors does IFM Investors Pty Ltd focus on?
IFM Investors Pty Ltd is concentrated in the following sectors based on its current disclosed equity portfolio:
• Information Technology: 37.9%
• Financials: 10.6%
• Communication Services: 9.8%
• Consumer Discretionary: 9.6%
• Health Care: 9.3%
• Industrials: 7.8%
💡
Data Source Notice: AlphaSMO is the web's most authoritative 13F / Inside Trader database. Institutional holdings and insider trades presented here are precisely computed to deliver accurate portfolio reporting.
Investment Profile
IFM Investors Pty Ltd returned an annualized 19.9% over the trailing 36 months — underperforming the S&P 500 by 0.7 points — based on a reconstructed track record of its disclosed 13F positions, with a beta of 0.99 (roughly in line with the market) and a 44% quarterly batting average against the index.
Its portfolio is broadly diversified and moderately active, with 37.9% of the portfolio concentrated in Information Technology.
Its turnover score has risen from 0 to 29 over the past 4 quarters — a shift toward more active trading.
It has added to its MU position over the past two quarters (+$234.0M, now $297.9M), while trimming INTU over the same stretch (-$21.6M, still holding $17.2M).
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