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AustralianSuper Pty Ltd

Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 1694164

$23.09B

disclosed book value

288

positions

7.8%

largest position share

Positions, as of 2026-06-30

top 100 of 288 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held

#IssuerSharesValue% of book
1AAPLAPPLE INC6.2M$1.79B7.8%
2NVDANVIDIA CORPORATION7.3M$1.46B6.3%
3GOOGLALPHABET INC3.4M$1.20B5.2%
4MSFTMICROSOFT CORP2.3M$843.5M3.7%
5AVGOBROADCOM INC1.7M$632.6M2.7%
6MUMICRON TECHNOLOGY INC519,339$599.5M2.6%
7LLYELI LILLY & CO469,702$563.4M2.4%
8AMZNAMAZON COM INC2.0M$486.3M2.1%
9SNDKSANDISK CORP210,902$479.5M2.1%
10TSLATESLA INC1.1M$467.0M2%
11TRVTRAVELERS COMPANIES INC1.3M$427.4M1.9%
12METAMETA PLATFORMS INC722,604$407.0M1.8%
13MNSTMONSTER BEVERAGE CORP NEW3.4M$330.3M1.4%
14INTCINTEL CORP2.3M$320.0M1.4%
15ALLALLSTATE CORP1.3M$318.9M1.4%
16HWMHOWMET AEROSPACE INC1.1M$304.4M1.3%
17COSTCOSTCO WHOLESALE CORPORATION312,338$292.2M1.3%
18IDXXIDEXX LABS INC518,860$273.1M1.2%
19ADBEADOBE INC1.3M$256.6M1.1%
20LRCXLAM RESEARCH CORP555,814$240.9M1%
21AERCAP HOLDINGS NV1.5M$223.4M1%
22HIGHARTFORD INSURANCE GROUP INC1.7M$220.3M1%
23AMDADVANCED MICRO DEVICES INC368,061$213.8M0.9%
24MPCMARATHON PETE CORP797,247$203.8M0.9%
25VLOVALERO ENERGY CORP782,449$203.8M0.9%
26CATCATERPILLAR INC189,616$201.9M0.9%
27PDDPDD HOLDINGS INC2.6M$200.5M0.9%
28GOOGALPHABET INC562,512$198.8M0.9%
29GSGOLDMAN SACHS GROUP INC191,000$193.2M0.8%
30SYFSYNCHRONY FINANCIAL2.5M$191.1M0.8%
31MFCMANULIFE FINL CORP4.5M$182.9M0.8%
32TSMTAIWAN SEMICONDUCTOR MANUFAC381,083$182.0M0.8%
33FIXCOMFORT SYS USA INC86,175$170.8M0.7%
34KGCKINROSS GOLD CORP7.0M$166.1M0.7%
35MSMORGAN STANLEY786,319$164.4M0.7%
36GILDGILEAD SCIENCES INC1.3M$160.6M0.7%
37HCAHCA HEALTHCARE INC409,438$159.6M0.7%
38DELLDELL TECHNOLOGIES INC363,198$156.7M0.7%
39GMGENERAL MTRS CO1.9M$149.1M0.6%
40BIIBBIOGEN INC672,723$145.3M0.6%
41CLCOLGATE PALMOLIVE CO1.5M$140.4M0.6%
42BMYBRISTOL-MYERS SQUIBB CO2.4M$140.2M0.6%
43ISRGINTUITIVE SURGICAL INC347,251$138.1M0.6%
44INCYINCYTE CORP1.2M$135.6M0.6%
45CMCANADIAN IMPERIAL BANK OF CO1.2M$133.4M0.6%
46CASYCASEYS GEN STORES INC166,665$132.5M0.6%
47WABWABTEC487,973$131.6M0.6%
48EMEEMCOR GROUP INC158,448$131.5M0.6%
49FICOFAIR ISAAC CORP105,463$126.0M0.5%
50METMETLIFE INC1.5M$123.1M0.5%
51WDCWESTERN DIGITAL CORP191,388$122.2M0.5%
52SUSUNCOR ENERGY INC NEW2.3M$121.0M0.5%
53EBAYEBAY INC.1.1M$119.7M0.5%
54RYROYAL BK CDA561,737$116.2M0.5%
55SEAGATE TECHNOLOGY HLDNGS PL120,320$116.1M0.5%
56CFCF INDUSTRIES HOLD1.0M$112.4M0.5%
57LITELUMENTUM HLDGS INC128,520$110.3M0.5%
58COFCAPITAL ONE FINL CORP543,153$109.0M0.5%
59APPAPPLOVIN CORP210,938$108.7M0.5%
60ABBVABBVIE INC426,658$107.4M0.5%
61APHAMPHENOL CORP599,582$105.7M0.5%
62NFLXNETFLIX INC.1.4M$99.5M0.4%
63OMCOMNICOM GROUP INC1.3M$96.2M0.4%
64BKNGBOOKING HOLDINGS INC535,744$95.5M0.4%
65CSCOCISCO SYS INC811,415$95.3M0.4%
66STLDSTEEL DYNAMICS INC406,945$93.4M0.4%
67CWCURTISS WRIGHT CORP121,062$91.7M0.4%
68NTRSNORTHERN TR CORP521,882$90.7M0.4%
69ANETARISTA NETWORKS INC513,510$87.2M0.4%
70MCKMCKESSON CORP114,842$86.8M0.4%
71PLTRPALANTIR TECHNOLOGIES INC737,015$86.0M0.4%
72AMPAMERIPRISE FINL INC185,006$84.9M0.4%
73TEVATEVA PHARMACEUTICAL INDS LTD2.5M$84.8M0.4%
74NEMNEWMONT CORP890,298$83.2M0.4%
75TAT&T INC4.0M$83.0M0.4%
76PFGPRINCIPAL FINANCIAL GROUP IN769,378$82.9M0.4%
77IBKRINTERACTIVE BROKERS GROUP IN924,672$80.5M0.3%
78FOXAFOX CORP1.5M$78.2M0.3%
79CCITIGROUP INC518,247$72.5M0.3%
80MAMASTERCARD INCORPORATED139,347$71.6M0.3%
81KRKROGER CO1.3M$70.3M0.3%
82SESEA LTD714,156$68.4M0.3%
83CDNSCADENCE DESIGN SYSTEM INC178,361$66.9M0.3%
84PRUPRUDENTIAL FINL INC599,265$64.7M0.3%
85COHRCOHERENT CORP162,122$64.0M0.3%
86BNYBANK OF NY MELLON CORP429,307$62.1M0.3%
87NETCLOUDFLARE INC250,711$61.5M0.3%
88TDTORONTO DOMINION BK ONT504,709$61.3M0.3%
89GEGE AEROSPACE162,484$60.7M0.3%
90NBIXNEUROCRINE BIOSCIENCES INC348,993$58.8M0.3%
91RMDRESMED INC296,761$57.8M0.3%
92MGAMAGNA INTL INC876,051$57.5M0.2%
93RDDTREDDIT INC330,459$57.4M0.2%
94DALDELTA AIR LINES INC581,886$54.5M0.2%
95ARMARM HOLDINGS PLC151,983$53.9M0.2%
96CRBGCOREBRIDGE FINL INC1.9M$53.3M0.2%
97EXMOCEXXON MOBIL CORP372,039$50.9M0.2%
98TXNTEXAS INSTRS INC168,848$50.3M0.2%
99PHPARKER-HANNIFIN CORP51,327$50.2M0.2%
100URIUNITED RENTALS INC43,857$49.7M0.2%

Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.