StockDriftsStockDriftsTop 27 Alphinity Investment Management Pty Ltd Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 8.88% | 2.67M | $533.5M | -1.95%(-53.13K) | $34.30(+542.71%) | 2026-06-30 | |
| AAPL | APPLE INC | 8.58% | 1.78M | $515.1M | +39.37%(+502.89K) | $243.82(+25.78%) | 2026-06-30 | |
| JPM | JPMORGAN CHASE & CO | 7.15% | 1.31M | $429.7M | +1.84%(+23.78K) | $277.84(+30.11%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 6.15% | 1.03M | $369.3M | +43.53%(+313.40K) | $214.92(+63.54%) | 2026-06-30 | |
| LLY | ELI LILLY & CO | 6.02% | 301.3K | $361.4M | new | $1043.03(+17.82%) | 2026-06-30 | |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 5.27% | 662.2K | $316.3M | -29.21%(-273.25K) | $184.04(+130.17%) | 2026-06-30 | |
| CAT | CATERPILLAR INC | 5.02% | 283.3K | $301.7M | -19.42%(-68.28K) | $525.01(+63.00%) | 2026-06-30 | |
| CB | CHUBB LIMITED | 4.65% | 820.1K | $279.4M | +16.49%(+116.06K) | $319.55(+9.07%) | 2026-06-30 | |
| KO | COCA COLA CO | 4.63% | 3.42M | $277.8M | -17.40%(-720.35K) | $67.57(+28.47%) | 2026-06-30 | |
| WELL | WELLTOWER INC | 4.6% | 1.22M | $276.6M | +8.47%(+95.15K) | $193.18(+18.15%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +15.04% | +52.27% | +8.38% | +49.51% |
| Top 20 Holdings Unweighted | +15.26% | +53.13% | +7.74% | +45.18% |
Alphinity Investment Management Pty Ltd reports $6.01B in US-listed equity holdings across 27 positions in its most recent 13F filing. Its largest disclosed positions are NVDA (8.9%), AAPL (8.6%) and JPM (7.2%). The top 20 holdings account for 93.48% of reported assets. Its disclosed equity book has returned +52.27% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Alphinity Investment Management Pty Ltd’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1731012). View Alphinity Investment Management Pty Ltd’s 13F filings on SEC