StockDriftsStockDriftsTop 50 Australiansuper Pty LTD Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 7.75% | 6.19M | $1.79B | +2.52%(+151.89K) | $198.45(+54.53%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 6.34% | 7.32M | $1.46B | -30.07%(-3.15M) | $128.24(+71.92%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 5.2% | 3.36M | $1.20B | +14.65%(+429.82K) | $167.27(+110.12%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 3.65% | 2.26M | $843.5M | +31.71%(+544.34K) | $335.82(+49.71%) | 2026-06-30 | |
| AVGO | BROADCOM INC | 2.74% | 1.67M | $632.6M | -30.16%(-723.28K) | $249.84(+68.25%) | 2026-06-30 | |
| MU | MICRON TECHNOLOGY INC | 2.6% | 519.3K | $599.5M | +19.69%(+85.45K) | $348.27(+147.51%) | 2026-06-30 | |
| LLY | ELI LILLY & CO | 2.44% | 469.7K | $563.4M | +69.66%(+192.85K) | $975.16(+26.02%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 2.11% | 2.04M | $486.3M | +50.79%(+687.18K) | $153.66(+78.93%) | 2026-06-30 | |
| SNDK | SANDISK CORP | 2.08% | 210.9K | $479.5M | +34.53%(+54.14K) | $689.65(+83.85%) | 2026-06-30 | |
| TSLA | TESLA INC | 2.02% | 1.11M | $467.0M | +32.38%(+271.62K) | $410.60(-19.18%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +20.66% | +75.67% | +11.58% | +72.95% |
| Top 20 Holdings Unweighted | +18.90% | +68.08% | +11.76% | +74.35% |
Australiansuper Pty LTD reports $23.09B in US-listed equity holdings across 288 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (7.8%), NVDA (6.3%) and GOOGL (5.2%). The top 20 holdings account for 50.66% of reported assets. Its disclosed equity book has returned +75.67% 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 Australiansuper Pty LTD’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1694164). View Australiansuper Pty LTD’s 13F filings on SEC