Arkolith/Funds/AustralianSuper Pty Ltd

AustralianSuper Pty Ltd

CIK 1694164Pension / sovereign
Holdings as of Mar 31, 2026·disclosed May 7, 2026·~37-day 13F lag·13F-HR
Inactive

AustralianSuper Pty Ltd holds a diversified book of 277 stocks worth $19.2B as of Q1 2026 (disclosed May 7, 2026, a ~45-day 13F lag). This quarter they opened Sandisk Corp and trimmed Nvidia Corp. Their largest long position is Nvidia Corp at 10% of the equity book.

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Use Arkolith to show AustralianSuper Pty Ltd's latest
holdings, largest changes, and filing provenance.
Opened
39
new positions
Added to
119
existing
Trimmed
82
reduced
Sold out
35
exited

Concentration

Top-heavy: diversified book

Top 5 holdings
29%
Top 10 holdings
38%
Top 20 holdings
50%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

100% mapped to company sectors

Information Technology
42%
Financials
16%
Health Care
11%
Industrials
10%
Consumer Discretionary
7%
Materials
5%
Communication Services
4%
Consumer Staples
3%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

277 positions
#SecurityValueShares% PortLast moveHistory
1Nvidia Corporation
COM
$1.8B10.47M
9.5%
−16%
Reduced · −2.0M sh
2Apple Inc
COM
$1.5B6.03M
8.0%
+7.4%
Added · +418K sh
3Alphabet Inc
CAP STK CL A
$843.5M2.93M
4.4%
−5.4%
Reduced · −168K sh
4Broadcom Inc
COM
$742.2M2.40M
3.9%
−23%
Reduced · −727K sh
5Microsoft Corp
COM
$635.5M1.72M
3.3%
−35%
Reduced · −944K sh
6Meta Platforms Inc
CL A
$470.3M822.0K
2.5%
−27%
Reduced · −304K sh
7Tesla Inc
COM
$311.8M838.8K
1.6%
+360%
Added · +656K sh
8Costco Wholesale Corporation
COM
$282.1M283.1K
1.5%
+92%
Added · +136K sh
9Amazon Com Inc
COM
$281.8M1.35M
1.5%
−59%
Reduced · −1.9M sh
10Hartford Insurance Group Inc
COM
$276.6M2.05M
1.4%
+2.7%
Added · +53K sh
11Allstate Corp
COM
$275.1M1.33M
1.4%
+8.7%
Added · +106K sh
12Travelers Companies Inc
COM
$273.0M936.1K
1.4%
+3.0%
Added · +28K sh
13Eli Lilly & Co
COM
$254.6M276.9K
1.3%
+67%
Added · +111K sh
14Howmet Aerospace Inc
COM
$254.1M1.10M
1.3%
+22%
Added · +197K sh
15Monster Beverage Corp New
COM
$253.9M3.50M
1.3%
+3.3%
Added · +114K sh
16Idexx Labs Inc
COM
$248.9M443.0K
1.3%
+48%
Added · +143K sh
17Kinross Gold Corp
COM
$233.2M7.63M
1.2%
−15%
Reduced · −1.3M sh
18Booking Holdings Inc
COM
$212.2M50.4K
1.1%
+11%
Added · +5K sh
19Gilead Sciences Inc
COM
$200.2M1.44M
1.0%
−44%
Reduced · −1.1M sh
20Aercap Holdings NV
SHS
$198.8M1.45M
1.0%
+4.2%
Added · +59K sh
21Synchrony Financial
COM
$196.8M2.89M
1.0%
+73%
Added · +1.2M sh
22Adobe Inc
COM
$177.8M731.3K
0.9%
+39%
Added · +204K sh
23Amphenol Corp
CL A
$173.4M1.37M
0.9%
−24%
Reduced · −431K sh
24Emcor Group Inc
COM
$168.5M228.2K
0.9%
+184%
Added · +148K sh
25Lam Research Corp
COM NEW
$150.5M704.3K
0.8%
−62%
Reduced · −1.1M sh
26Micron Technology Inc
COM
$146.6M433.9K
0.8%
+139%
Added · +252K sh
27Taiwan Semiconductor Manufac
SPONSORED ADS
$146.1M432.2K
0.8%
−26%
Reduced · −154K sh
28Pfizer Inc
COM
$139.9M4.98M
0.7%
+7.1%
Added · +331K sh
29Netflix Inc.
COM
$134.4M1.40M
0.7%
−57%
Reduced · −1.8M sh
30General MTRS Co
COM
$130.9M1.76M
0.7%
+4.7%
Added · +78K sh
31Manulife Finl Corp
COM
$129.4M3.75M
0.7%
+25%
Added · +744K sh
32AT&T Inc
COM
$129.2M4.46M
0.7%
+3.9%
Added · +168K sh
33Bristol-Myers Squibb Co
COM
$128.9M2.13M
0.7%
−9.0%
Reduced · −209K sh
34CF Industries Hold
COM
$128.8M992.0K
0.7%
−2.7%
Reduced · −28K sh
35Alphabet Inc
CAP STK CL C
$128.2M447.0K
0.7%
+460%
Added · +367K sh
36Mastercard Incorporated
CL A
$127.5M255.3K
0.7%
−66%
Reduced · −489K sh
37Colgate Palmolive Co
COM
$127.4M1.49M
0.7%
+37%
Added · +403K sh
38Morgan Stanley
COM NEW
$125.1M760.4K
0.7%
+294%
Added · +567K sh
39Wabtec
COM
$123.7M495.0K
0.6%
−45%
Reduced · −413K sh
40PDD Holdings Inc
SPONSORED ADS
$119.9M1.17M
0.6%
15×
Added · +1.1M sh
41Marathon Pete Corp
COM
$119.5M489.5K
0.6%
+3.4%
Added · +16K sh
42Comcast Corp New
CL A
$117.1M4.08M
0.6%
−4.0%
Reduced · −168K sh
43Metlife Inc
COM
$113.7M1.61M
0.6%
+16%
Added · +216K sh
44Biogen Inc
COM
$113.0M616.2K
0.6%
+29%
Added · +139K sh
45PayPal Hldgs Inc
COM
$112.6M2.49M
0.6%
+335%
Added · +1.9M sh
46HP Inc
COM
$110.2M5.74M
0.6%
+35%
Added · +1.5M sh
47Teva Pharmaceutical Inds Ltd
SPONSORED ADS
$107.1M3.56M
0.6%
−7.4%
Reduced · −285K sh
48Incyte Corp
COM
$107.0M1.14M
0.6%
+77%
Added · +496K sh
49Hca Healthcare Inc
COM
$106.9M225.9K
0.6%
+59%
Added · +84K sh
50Advanced Micro Devices Inc
COM
$104.9M515.7K
0.5%
−44%
Reduced · −409K sh
Showing 50 of 277 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q1 2026Mar 31, 2026May 7, 2026277$19.2B13F-HR
Q4 2025Dec 31, 2025Feb 5, 2026273$21.5B13F-HR
Q3 2025Sep 30, 2025Nov 12, 2025268$21.2B13F-HR/A
Q2 2025Jun 30, 2025Aug 1, 2025263$19.8B13F-HR
Q1 2025Mar 31, 2025May 5, 2025228$17.7B13F-HR
Q4 2024Dec 31, 2024Jan 30, 2025215$21.2B13F-HR
Q3 2024Sep 30, 2024Oct 28, 2024238$20.1B13F-HR
Q2 2024Jun 30, 2024Jul 26, 2024236$17.4B13F-HR
Q1 2024Mar 31, 2024Apr 26, 2024231$17.1B13F-HR
Q4 2023Dec 31, 2023Jan 16, 2024241$16.7B13F-HR
Q3 2023Sep 30, 2023Oct 27, 2023235$15.4B13F-HR
Q2 2023Jun 30, 2023Jul 28, 2023263$15.8B13F-HR
Q1 2023Mar 31, 2023Apr 21, 2023207$16.4B13F-HR
Q4 2022Dec 31, 2022Feb 1, 2023159$15.0B13F-HR
Q3 2022Sep 30, 2022Nov 14, 2022155$14.1B13F-HR
Q2 2022Jun 30, 2022Jul 13, 2022175$16.2B13F-HR
Q1 2022Mar 31, 2022Apr 29, 2022182$18.4B13F-HR
Q4 2021Dec 31, 2021Jan 24, 2022181$19.3B13F-HR
Q3 2021Sep 30, 2021Nov 12, 2021176$15.6B13F-HR
Q2 2021Jun 30, 2021Aug 12, 2021162$14.3B13F-HR
Q1 2021Mar 31, 2021May 14, 2021154$12.8B13F-HR
Q4 2020Dec 31, 2020Feb 11, 2021149$13.3B13F-HR
Q3 2020Sep 30, 2020Nov 16, 2020142$11.7B13F-HR
Amended / restated
  • Q3 2025 · filed Nov 3, 202513F-HR · superseded

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.