EdgeMarket › What United Super Pty Ltd In Its Capacity As Trustee For The Construction & Building Unions Superannuation Fund reported owning
What United Super Pty Ltd In Its Capacity As Trustee For The Construction & Building Unions Superannuation Fund reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
5.3BPositions
185Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| NVDA NVIDIA CORP | 327.0M | 6.2% | 1.9M | 214.72 | +22.4% |
| AMZN AMAZON COM INC | 305.9M | 5.8% | 1.5M | 258.63 | +15.6% |
| GOOGL Alphabet Inc. | 258.2M | 4.9% | 897.8K | 344.82 | +73.0% |
| C CITIGROUP INC | 240.1M | 4.5% | 2.1M | 131.65 | +41.3% |
| AAPL Apple Inc. | 236.9M | 4.5% | 933.3K | 309.35 | +36.9% |
| MSFT MICROSOFT CORP | 236.1M | 4.4% | 637.9K | 483.24 | -4.4% |
| META Meta Platforms, Inc. | 139.5M | 2.6% | 243.9K | 549.90 | -26.5% |
| LIN LINDE PLC | 97.3M | 1.8% | 196.2K | 487.57 | +1.1% |
| AVGO Broadcom Inc. | 92.8M | 1.7% | 299.8K | 368.45 | +26.5% |
| MA Mastercard Inc | 82.2M | 1.5% | 164.6K | 580.63 | -2.0% |
| V VISA INC. | 81.2M | 1.5% | 268.7K | 371.04 | +7.9% |
| MAR MARRIOTT INTERNATIONAL INC /MD/ | 77.7M | 1.5% | 237.7K | 356.39 | +35.2% |
| LRCX LAM RESEARCH CORP | 70.9M | 1.3% | 331.6K | 314.00 | +216.7% |
| ABT ABBOTT LABORATORIES | 68.3M | 1.3% | 665.7K | 116.64 | -11.9% |
| CSCO CISCO SYSTEMS, INC. | 67.4M | 1.3% | 869.0K | 111.04 | +65.5% |
| JPM JPMORGAN CHASE & CO | 67.1M | 1.3% | 228.2K | 351.58 | +20.3% |
| TMO THERMO FISHER SCIENTIFIC INC. | 66.8M | 1.3% | 135.9K | 629.27 | +27.2% |
| VZ VERIZON COMMUNICATIONS INC | 61.2M | 1.2% | 1.2M | 49.45 | +9.7% |
| MRK Merck & Co., Inc. | 60.1M | 1.1% | 499.8K | 152.55 | +80.2% |
| ADBE ADOBE INC. | 58.4M | 1.1% | 240.4K | 275.30 | -22.1% |
| LLY ELI LILLY & Co | 58.4M | 1.1% | 63.5K | 1,255.40 | +78.0% |
| COST COSTCO WHOLESALE CORP /NEW | 57.3M | 1.1% | 57.5K | 947.74 | -4.7% |
| BMY BRISTOL MYERS SQUIBB CO | 57.1M | 1.1% | 941.0K | 67.01 | +38.9% |
| CRM Salesforce, Inc. | 57.0M | 1.1% | 305.4K | 209.17 | -15.1% |
| AZO AUTOZONE INC | 57.0M | 1.1% | 16.9K | 2,957.95 | -28.9% |
| MSCI MSCI Inc. | 56.1M | 1.1% | 104.1K | 563.49 | -1.9% |
| MCO MOODYS CORP /DE/ | 56.0M | 1.1% | 128.3K | 503.32 | -2.3% |
| CMCSA COMCAST CORP | 55.6M | 1.0% | 1.9M | 26.85 | -19.3% |
| T AT&T INC. | 55.2M | 1.0% | 1.9M | 25.29 | -13.6% |
| APH AMPHENOL CORP /DE/ | 54.0M | 1.0% | 427.3K | 157.01 | +44.5% |
| HCA HCA Healthcare, Inc. | 51.7M | 1.0% | 109.3K | 429.19 | +4.6% |
| GILD GILEAD SCIENCES, INC. | 50.9M | 1.0% | 365.4K | 146.12 | +23.1% |
| ISRG INTUITIVE SURGICAL INC | 50.6M | 1.0% | 109.7K | 378.81 | -21.2% |
| RSG REPUBLIC SERVICES, INC. | 48.7M | 0.9% | 222.6K | 220.67 | -6.5% |
| WMT Walmart Inc. | 47.0M | 0.9% | 378.0K | 103.70 | +1.1% |
| QCOM QUALCOMM INC/DE | 46.7M | 0.9% | 362.6K | 160.75 | +3.4% |
| GOOG Alphabet Inc. | 46.6M | 0.9% | 162.6K | 341.75 | +70.7% |
| ACN Accenture plc | 45.0M | 0.8% | 227.2K | 185.28 | -27.4% |
| BX Blackstone Inc. | 43.3M | 0.8% | 376.4K | 143.38 | -12.8% |
| WFC WELLS FARGO & COMPANY/MN | 42.5M | 0.8% | 534.3K | 83.84 | +7.3% |
| ICE Intercontinental Exchange, Inc. | 42.2M | 0.8% | 268.1K | 161.25 | -11.1% |
| TEL TE Connectivity plc | 39.1M | 0.7% | 187.2K | 203.52 | +1.0% |
| NEM NEWMONT Corp /DE/ | 38.9M | 0.7% | 359.8K | 131.58 | +90.7% |
| TXN TEXAS INSTRUMENTS INC | 38.2M | 0.7% | 196.5K | 264.36 | +31.7% |
| EW Edwards Lifesciences Corp | 37.6M | 0.7% | 469.6K | 89.79 | +10.3% |
| FDX FEDEX CORP | 36.5M | 0.7% | 102.5K | 325.08 | +43.1% |
| SHW SHERWIN WILLIAMS CO | 34.6M | 0.7% | 107.9K | 346.59 | -5.6% |
| EOG EOG RESOURCES INC | 33.6M | 0.6% | 232.5K | 153.05 | +29.3% |
| CI Cigna Group | 33.0M | 0.6% | 123.9K | 277.51 | -8.9% |
| AMAT APPLIED MATERIALS INC /DE | 32.9M | 0.6% | 96.3K | 492.32 | +205.9% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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