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IFM Investors Pty Ltd

Diversified strategyMomentum followerLong-term holder

Total reported value

$12.0B

Reporting period: 2026-03-31 · Number of holdings: 689

IFM Investors Pty Ltd disclosed 689 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $12.0B and a quarterly turnover rate of 16.6%.

Personality snowflake

Concentration
7.04
Portfolio Stability
16.65
Momentum/Contrarian
100
Sector conviction
64.65
Diversification
100
Sizing Uniformity
66.69

Recent moves

  • Trim MSFT

    +3.8%　-$139.0M

  • Add ALLE

    +2013.5%　$68.5M

  • Add XOM

    +4.2%　$45.1M

  • Trim TSLA

    +4.1%　-$35.2M

  • Trim AMZN

    +3.3%　-$29.1M

  • Trim AAPL

    +3.4%　-$28.0M

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

Showing top 686 holdings (of 689 total)

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1NVDANvidia CORPStock-Tech7.28%-0.23%+3.70%
2AAPLApple INCStock-Tech6.40%-0.23%+3.35%
3MSFTMicrosoft CORPStock-Tech4.48%-1.16%+3.81%
4AMZNAmazon.com INCStock-Consumer Disc3.33%-0.24%+3.30%
5GOOGLAlphabet Inc-cl AStock-Comm Services2.82%-0.10%+4.91%
6GOOGAlphabet Inc-cl CStock-Comm Services2.44%-0.17%+2.47%
7AVGOBroadcom INCStock-Tech2.40%-0.17%+4.14%
8METAMeta Platforms Inc-class AStock-Comm Services2.10%-0.22%+4.43%
9TSLATesla INCStock-Consumer Disc1.81%-0.29%+4.06%
10JPMJpmorgan Chase & CoStock-Financials1.34%-0.08%+3.02%
11LLYEli Lilly & CoStock-Healthcare1.26%-0.17%+3.42%
12XOMExxon Mobil CORPStock-Energy1.18%+0.38%+4.22%
13BRK-BBerkshire Hathaway Inc-cl BStock-Other1.06%—+3.49%
14JNJJohnson & JohnsonStock-Healthcare1.03%+0.18%+3.27%
15WMTWalmart INCStock-Consumer Staples0.88%+0.11%+3.16%
16VVisa Inc-class A SharesStock-Financials0.87%-0.11%+3.16%
17INDAIshares Msci India ETFETF-Other0.76%-0.11%+0.55%
18COSTCostco Wholesale CORPStock-Consumer Staples0.71%+0.10%+2.19%
19MAMastercard INC - AStock-Financials0.70%-0.08%+2.67%
20NFLXNetflix INCStock-Comm Services0.69%—+4.51%
21ABBVAbbvie INCStock-Healthcare0.66%—+3.44%
22MUMicron Technology INCStock-Tech0.66%+0.13%+3.94%
23CVXChevron CORPStock-Energy0.64%+0.18%+3.75%
24ALLEAllegion plcStock-Industrials0.59%+0.57%+2013.48%
25PGProcter & Gamble Co/theStock-Consumer Staples0.58%—+1.94%
26BACBank Of America CORPStock-Financials0.57%—+1.32%
27PLTRPalantir Technologies Inc-aStock-Tech0.57%-0.08%+5.43%
28CATCaterpillar INCStock-Industrials0.56%+0.12%+3.56%
29HDHome Depot INCStock-Consumer Disc0.55%—+3.51%
30KOCoca-cola Co/theStock-Consumer Staples0.53%—+3.46%
31CSCOCisco Systems INCStock-Tech0.53%—+3.69%
32MRKMerck & Co. INC.Stock-Healthcare0.52%+0.07%+2.50%
33GEGeneral ElectricStock-Industrials0.52%—+5.15%
34AMATApplied Materials INCStock-Tech0.47%+0.13%+3.37%
35LRCXLam Research CORPStock-Tech0.47%+0.11%+3.14%
36GSGoldman Sachs Group INCStock-Financials0.43%—+4.91%
37ORCLOracle CORPStock-Tech0.43%-0.12%+5.27%
38UNHUnitedhealth Group INCStock-Healthcare0.42%-0.07%+3.44%
39WELLWelltower INCStock-Real Estate0.42%—+4.22%
40WFCWells Fargo & CoStock-Financials0.41%—+2.17%
41NEENextera Energy INCStock-Utilities0.41%—-1.23%
42GEVGE Vernova INCStock-Industrials0.40%+0.11%+3.36%
43VZVerizon Communications INCStock-Comm Services0.40%+0.09%+3.81%
44LINLinde plcStock-Materials0.39%+0.39%NEW
45IBMIntl Business Machines CORPStock-Tech0.38%—+4.04%
46PLDPrologis INCStock-Real Estate0.37%—+2.87%
47MCDMcdonald's CORPStock-Consumer Disc0.36%—+3.13%
48TAt&t INCStock-Comm Services0.36%—+5.28%
49PEPPepsico INCStock-Consumer Staples0.35%—+4.78%
50CCitigroup INCStock-Financials0.34%—+0.39%
1–50 of 686

Holding changes this quarter

IFM Investors Pty Ltd's most significant position changes for 2026-03-31: Sold out: Advanced Micro Devices (AMD); New buy: Linde plc (LIN); Sold out: Linde plc (LIN); Sold out: Adobe INC (ADBE); New buy: Booking Holdings INC (BKNG).

Position changes disclosed by IFM Investors Pty Ltd for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction
1ALLEAllegion plc+0.6%+2013.48%Add
2XOMExxon Mobil CORP+0.4%+4.22%Add
3CVXChevron CORP+0.2%+3.75%Add
4JNJJohnson & Johnson+0.2%+3.27%Add
5AERAerCap Holdings N.V.+0.2%+259.92%Add
6AMATApplied Materials INC+0.1%+3.37%Add
7MUMicron Technology INC+0.1%+3.94%Add
8CATCaterpillar INC+0.1%+3.56%Add
9WMTWalmart INC+0.1%+3.16%Add
10GEVGE Vernova INC+0.1%+3.36%Add
11LRCXLam Research CORP+0.1%+3.14%Add
12COSTCostco Wholesale CORP+0.1%+2.19%Add
13COPConocophillips+0.1%+6.58%Add
14VZVerizon Communications INC+0.1%+3.81%Add
15EQIXEquinix INC+0.1%+2.27%Add
16GLWCorning INC+0.1%+7.30%Add
17MRKMerck & Co. INC.+0.1%+2.50%Add
18UNHUnitedhealth Group INC-0.1%+3.44%Add
19PLTRPalantir Technologies Inc-a-0.1%+5.43%Add
20JPMJpmorgan Chase & Co-0.1%+3.02%Add
21MAMastercard INC - A-0.1%+2.67%Add
22APPApplovin Corp-class A-0.1%+3.54%Add
23NOWServicenow INC-0.1%+3.71%Add
24BSXBoston Scientific CORP-0.1%+2.51%Add
25GOOGLAlphabet Inc-cl A-0.1%+4.91%Add
26INTUIntuit INC-0.1%+3.65%Add
27INDAIshares Msci India ETF-0.1%+0.55%Add
28VVisa Inc-class A Shares-0.1%+3.16%Add
29CRMSalesforce INC-0.1%+1.91%Add
30ORCLOracle CORP-0.1%+5.27%Add
31AVGOBroadcom INC-0.2%+4.14%Add
32GOOGAlphabet Inc-cl C-0.2%+2.47%Add
33LLYEli Lilly & Co-0.2%+3.42%Add
34METAMeta Platforms Inc-class A-0.2%+4.43%Add
35AAPLApple INC-0.2%+3.35%Add
36NVDANvidia CORP-0.2%+3.70%Add
37AMZNAmazon.com INC-0.2%+3.30%Add
38TSLATesla INC-0.3%+4.06%Add
39MSFTMicrosoft CORP-1.2%+3.81%Add
40AMDAdvanced Micro Devices—EXITSold out
41LINLinde plc—NEWNew buy
42LINLinde plc—EXITSold out
43ADBEAdobe INC—EXITSold out
44BKNGBooking Holdings INC—NEWNew buy
45MELIMercadolibre INC—NEWNew buy
46AZOAutozone INC—NEWNew buy
47MPWRMonolithic Power Systems INC—NEWNew buy
48LITELumentum Holdings INC—NEWNew buy
49FIXComfort Systems USA INC—NEWNew buy
50GWWWw Grainger INC—NEWNew buy

FAQ

What is IFM Investors Pty Ltd and what type of investor is it?
IFM Investors Pty Ltd is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $12.0B, spread across 689 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) — $873.0M (7.3%) 2. Apple INC (AAPL) — $767.1M (6.4%) 3. Microsoft CORP (MSFT) — $537.7M (4.5%) 4. Amazon.com INC (AMZN) — $399.1M (3.3%) 5. Alphabet Inc-cl A (GOOGL) — $337.8M (2.8%)
What changes did IFM Investors Pty Ltd make in its most recent portfolio filing?
In the latest reported quarter, IFM Investors Pty Ltd made 50 notable position adjustments: 8 new positions were initiated, 39 existing holdings were added to, 0 positions were partially reduced, and 3 were completely exited. The largest of these moves: Sold out: Advanced Micro Devices (AMD); New buy: Linde plc (LIN); Sold out: Linde plc (LIN); Sold out: Adobe INC (ADBE); New buy: Booking Holdings INC (BKNG)
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: 39.3% • Communication Services: 13.8% • Financials: 11.3% • Consumer Discretionary: 11.2% • Health Care: 10.5% • Consumer Staples: 5.0%