Arkolith/Funds/Retail Employees Superannuation Pty Ltd as trustee for Retail Employees Superannuation Trust

Retail Employees Superannuation Pty Ltd as trustee for Retail Employees Superannuation Trust

CIK 2086998Pension / sovereign
Holdings as of Jun 30, 2026·disclosed Jul 28, 2026·~28-day 13F lag·13F-HR
Active Filer

Retail Employees Superannuation Pty Ltd as trustee for Retail Employees Superannuation Trust holds a focused book of 28 reported positions worth $373.2M as of Q2 2026 (disclosed Jul 28, 2026, a ~28-day 13F lag). This quarter they opened Tyler Technologies Inc and trimmed Nvidia Corp. Their largest long position is Nvidia Corp at 10% of the reported non-option book. Cloning the disclosed picks since 2026 would be +3% (+5.1%/yr). That is a simulation of the disclosed long book, not audited returns.

Retail Employees Superannuation Pty Ltd as trustee for Retail Employees Superannuation Trust is a pension or sovereign fund: this book is a long-horizon allocation, often run by external managers.

Opened
4
bought for the first time
+1 more · largest first
Added to
1
already held, bought more
Trimmed
23
sold some, still holds it
+20 more · largest first
Sold out
3
exited the position entirely

Growth of $10,000: cloning the disclosed book

If you'd copied them
+2.9%
+5.1%/yr · since Feb '26
Their reported book
-4.5%
held from quarter-end
S&P 500
+11.0%
same window
$9K$10K$10K$11K$11KFeb '26Mar '26May '26Jun '26Jul '26Sep '26
Retail Employees Superannuation Pty Ltd as trustee for Retail Employees Superannuation Trust (copied at disclosure) S&P 500

Following at the filing date actually beat the quarter-end book by 7.4 points over this window.

Growth of $10,000 cloning Retail Employees Superannuation Pty Ltd as trustee for Retail Employees Superannuation Trust's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~28 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

How much sits in the biggest positions

Top-heavy: focused book

Top 5 holdings
41%
Top 10 holdings
59%
Top 20 holdings
87%

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

Where the money is, by sector

100% mapped to company sectors

Information Technology
47%
Consumer Discretionary
18%
Health Care
10%
Financials
9%
Materials
4%
Communication Services
3%
Industrials
3%
Energy
2%

+2 sectors below the cut, 4% together

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 (an exit at the prior quarter-end), no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Retail Employees Superannuation Pty Ltd as trustee for Retail Employees Superannuation Trust

Manager / fundShared namesTheir $ in those
Donor Advised Charitable Giving, Inc.3 / 28$4.4B
Palidye Holdings (Caymans) Ltd3 / 28$532.2M
Hoffman, Alan N Investment Management6 / 28$155.2M
Draper Asset Management, LLC8 / 28$162.6M
I.G.Y. Ltd2 / 28$196.5M
Greenbrier Partners Capital Management, LLC6 / 28$1.0B
Emerald Advisors, LLC13 / 28$615.7M
Prospect Hill Management, LLC9 / 28$197.6M

Ranked by the share of each fund's own book sitting in the names it shares with Retail Employees Superannuation Pty Ltd as trustee for Retail Employees Superannuation Trust: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.

Holdings: largest first

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

28 positions
#SecurityValueShares% PortLast moveHistory
1Nvidia Corporation
COM
$39.1M195.6K
10.5%
−51%
Reduced · −207K sh
2Broadcom Inc
COM
$36.5M133.7K
9.8%
−17%
Reduced · −27K sh
3Alphabet Inc
CAP STK CL A
$36.2M101.2K
9.7%
−38%
Reduced · −62K sh
4Amazon Com Inc
COM
$21.1M88.6K
5.7%
−42%
Reduced · −63K sh
5Apple Inc
COM
$21.0M72.6K
5.6%
−45%
Reduced · −60K sh
6Eli Lilly & Co
COM
$16.1M13.4K
4.3%
−45%
Reduced · −11K sh
7Linde PLC
SHS
$14.1M27.3K
3.8%
−42%
Reduced · −20K sh
8Thermo Fisher Scientific Inc
COM
$13.2M26.2K
3.5%
−41%
Reduced · −18K sh
9Netflix Inc
COM
$12.0M168.6K
3.2%
−40%
Reduced · −111K sh
10Take-Two Interactive Softwar
COM
$12.0M47.9K
3.2%
−45%
Reduced · −39K sh
11Microsoft Corp
COM
$11.9M32.0K
3.2%
−63%
Reduced · −55K sh
12Intuitive Surgical Inc
COM NEW
$11.8M29.6K
3.2%
−25%
Reduced · −10K sh
13Synopsys Inc
COM
$11.4M25.7K
3.1%
−34%
Reduced · −13K sh
14Msci Inc
COM
$11.0M19.7K
3.0%
−70%
Reduced · −46K sh
15Idexx Labs Inc
COM
$10.8M20.4K
2.9%
−6.2%
Reduced · −1K sh
16Mastercard Incorporated
CL A
$9.7M18.9K
2.6%
−37%
Reduced · −11K sh
17Costco WHSL Corp New
COM
$9.2M9.9K
2.5%
−44%
Reduced · −8K sh
18Tyler Technologies Inc
COM
$8.9M30.4K
2.4%
New
New position
19Verisk Analytics Inc
COM
$8.8M49.2K
2.4%
−59%
Reduced · −70K sh
20Exxon Mobil Corp
COM
$8.7M64.0K
2.3%
New
New position
21Intercontinental Exchange In
COM
$8.1M66.1K
2.2%
−49%
Reduced · −63K sh
22Coca Cola Co
COM
$7.5M92.4K
2.0%
−47%
Reduced · −81K sh
23Amphenol Corp
CL A
$7.2M41.1K
1.9%
New
New position
24Uber Technologies Inc
COM
$6.4M88.3K
1.7%
−46%
Reduced · −74K sh
25Prologis Inc.
COM
$6.1M45.2K
1.6%
−72%
Reduced · −115K sh
26Moodys Corp
COM
$6.0M13.3K
1.6%
New
New position
27Meta Platforms Inc
COM
$4.2M7.4K
1.1%
−76%
Reduced · −24K sh
28Rollins Inc
COM
$3.9M93.4K
1.0%
+6.7%
Added · +6K sh
Showing all 28 positions
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Filing history

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

$672.4M · Q1 2026Q4 2025 · $373.2MQ2 2026 · $373.2M

Reported 13F total per quarter. Raw filing totals can include option notional.

QuarterAs ofFiledLagPositionsValueForm
Q2 2026Jun 30, 2026Jul 28, 202628d29$373.2M13F-HR
Q1 2026Mar 31, 2026May 1, 202631d28$672.4M13F-HR
Q4 2025Dec 31, 2025Feb 10, 202641d29$373.2M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.