Australiansuper Pty Ltd Portfolio Stock Holdings

Australiansuper Pty Ltd disclosed 277 stock positions valued at approximately $19.2 billion in its latest SEC 13F filing. The largest holdings include NVIDIA CORPORATION, APPLE INC, and ALPHABET INC. The filing reflects positions held as of March 31, 2026 and was filed on May 7, 2026.

Report Period
March 31, 2026
No. of Stocks
277
Portfolio Value
$19.2B
Holdings by Sector
Australiansuper Pty Ltd Portfolio Holdings in Q1 2026

272 holdings in the latest reporting period.

Page 1 of 3
CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
NVIDIA CORPORATIONNVDATechnology9.52%10,469,496-2,010,015-16.11%$1,825,880,102
APPLE INCAAPLTechnology7.98%6,033,707+418,257+7.45%$1,531,294,500
ALPHABET INCGOOGLCommunication Services4.40%2,933,234-167,503-5.40%$843,480,769
BROADCOM INCAVGOTechnology3.87%2,397,962-727,034-23.27%$742,193,219
MICROSOFT CORPMSFTTechnology3.31%1,716,818-944,043-35.48%$635,514,519
META PLATFORMS INCMETACommunication Services2.45%821,969-304,451-27.03%$470,273,124
TESLA INCTSLAConsumer Cyclical1.63%838,798+656,294+359.61%$311,823,157
COSTCO WHOLESALE CORPORATIONCOSTConsumer Defensive1.47%283,139+135,553+91.85%$282,128,194
AMAZON COM INCAMZNConsumer Cyclical1.47%1,353,014-1,920,827-58.67%$281,792,226
HARTFORD INSURANCE GROUP INCHIGFinancial Services1.44%2,045,163+53,035+2.66%$276,567,392
ALLSTATE CORPALLFinancial Services1.43%1,326,721+105,737+8.66%$275,082,332
TRAVELERS COMPANIES INCTRVFinancial Services1.42%936,118+27,559+3.03%$273,046,898
ELI LILLY & COLLYHealthcare1.33%276,856+110,727+66.65%$254,643,843
HOWMET AEROSPACE INCHWMIndustrials1.32%1,102,785+196,585+21.69%$254,147,831
MONSTER BEVERAGE CORP NEWMNSTConsumer Defensive1.32%3,504,365+113,573+3.35%$253,926,288
IDEXX LABS INCIDXXHealthcare1.30%443,022+142,825+47.58%$248,929,632
KINROSS GOLD CORPKGCBasic Materials1.22%7,625,374-1,305,225-14.62%$233,174,428
BOOKING HOLDINGS INCBKNGConsumer Cyclical1.11%50,398+5,161+11.41%$212,191,707
GILEAD SCIENCES INCGILDHealthcare1.04%1,436,171-1,131,067-44.06%$200,159,152
AERCAP HOLDINGS NVAEROther1.04%1,449,047+58,882+4.24%$198,780,267
SYNCHRONY FINANCIALSYFFinancial Services1.03%2,893,228+1,220,500+72.96%$196,797,369
ADOBE INCADBETechnology0.93%731,268+204,084+38.71%$177,756,625
AMPHENOL CORPAPHTechnology0.90%1,372,030-431,262-23.92%$173,355,991
EMCOR GROUP INCEMEIndustrials0.88%228,215+147,943+184.30%$168,493,417
LAM RESEARCH CORPLRCXOther0.78%704,267-1,127,344-61.55%$150,473,687
MICRON TECHNOLOGY INCMUTechnology0.76%433,886+252,219+138.84%$146,584,046
TAIWAN SEMICONDUCTOR MANUFACTSMTechnology0.76%432,236-154,232-26.30%$146,074,156
PFIZER INCPFEHealthcare0.73%4,980,592+330,560+7.11%$139,855,023
NETFLIX INC.NFLXCommunication Services0.70%1,398,041-1,848,454-56.94%$134,421,642
GENERAL MTRS COGMConsumer Cyclical0.68%1,756,495+78,469+4.68%$130,858,878
MANULIFE FINL CORPMFCFinancial Services0.67%3,754,341+743,924+24.71%$129,352,526
AT&T INCTCommunication Services0.67%4,457,437+167,686+3.91%$129,221,099
BRISTOL-MYERS SQUIBB COBMYHealthcare0.67%2,125,356-209,324-8.97%$128,902,841
CF INDUSTRIES HOLDCFBasic Materials0.67%992,041-27,885-2.73%$128,806,603
ALPHABET INCGOOGCommunication Services0.67%446,985+367,124+459.70%$128,222,117
MASTERCARD INCORPORATEDMAFinancial Services0.66%255,269-488,631-65.69%$127,547,709
COLGATE PALMOLIVE COCLConsumer Defensive0.66%1,494,272+403,384+36.98%$127,356,803
MORGAN STANLEYMSFinancial Services0.65%760,386+567,181+293.56%$125,136,724
WABTECWABIndustrials0.64%495,032-413,259-45.50%$123,713,447
PDD HOLDINGS INCPDDConsumer Cyclical0.62%1,173,300+1,094,100+1381.44%$119,887,794
MARATHON PETE CORPMPCEnergy0.62%489,549+16,099+3.40%$119,538,075
COMCAST CORP NEWCMCSACommunication Services0.61%4,079,154-167,843-3.95%$117,112,511
METLIFE INCMETFinancial Services0.59%1,607,719+216,380+15.55%$113,697,888
BIOGEN INCBIIBHealthcare0.59%616,193+139,381+29.23%$112,966,663
PAYPAL HLDGS INCPYPLFinancial Services0.59%2,488,715+1,916,930+335.25%$112,564,579
HP INCHPQTechnology0.57%5,738,970+1,495,758+35.25%$110,245,614
TEVA PHARMACEUTICAL INDS LTDTEVAHealthcare0.56%3,556,389-284,762-7.41%$107,118,437
INCYTE CORPINCYHealthcare0.56%1,137,143+496,410+77.48%$107,027,899
HCA HEALTHCARE INCHCAHealthcare0.56%225,950+83,578+58.70%$106,928,578
ADVANCED MICRO DEVICES INCAMDTechnology0.55%515,664-409,269-44.25%$104,901,528
FISERV INCFITechnology0.54%1,845,062+738,859+66.79%$102,954,460
PRUDENTIAL FINL INCPRUFinancial Services0.53%1,042,267+144,670+16.12%$101,819,063
WALMART INCWMTConsumer Defensive0.52%809,043-60,208-6.93%$100,547,864
FAIR ISAAC CORPFICOTechnology0.52%93,880+4,724+5.30%$100,220,655
SANDISK CORPSNDKOther0.52%156,766+156,766+100.00%$99,599,710
INTUITIVE SURGICAL INCISRGHealthcare0.51%214,163+163,763+324.93%$98,727,001
BLOOM ENERGY CORPBEIndustrials0.51%722,169+722,169+100.00%$97,846,678
RESMED INCRMDHealthcare0.51%434,614+25,748+6.30%$97,562,151
SCHWAB CHARLES CORPSCHWFinancial Services0.50%1,023,621-338,048-24.83%$96,199,902
METTLER TOLEDO INTERNATIONALMTDHealthcare0.50%75,916-21,854-22.35%$95,745,259
APTIV PLCAPTVOther0.47%1,293,392+52,692+4.25%$89,813,140
LUMENTUM HLDGS INCLITETechnology0.46%125,567+61,567+96.20%$88,243,465
AMERICAN INTL GROUP INCAIGFinancial Services0.46%1,170,879+55,145+4.94%$88,108,645
GE AEROSPACEGEIndustrials0.45%305,424+186,527+156.88%$86,670,168
CAPITAL ONE FINL CORPCOFFinancial Services0.44%465,890-275,247-37.14%$84,992,313
PRINCIPAL FINANCIAL GROUP INPFGFinancial Services0.44%937,473+40,763+4.55%$84,475,692
SUNCOR ENERGY INC NEWSUEnergy0.43%1,244,216-125,431-9.16%$82,310,493
PULTE GROUP INCPHMConsumer Cyclical0.43%698,854+26,183+3.89%$82,192,219
EVEREST GROUP LTDEGOther0.43%251,190+58,754+30.53%$82,101,452
GE VERNOVA INCGEVUtilities0.42%92,903+92,903+100.00%$81,095,029
APPLOVIN CORPAPPTechnology0.42%202,514+100,514+98.54%$80,600,572
FOX CORPFOXACommunication Services0.41%1,354,607-92,884-6.42%$79,109,049
INTERACTIVE BROKERS GROUP INIBKRFinancial Services0.39%1,129,624+500,800+79.64%$75,763,882
STEEL DYNAMICS INCSTLDBasic Materials0.38%406,945+392,933+2804.26%$73,250,100
PEPSICO INCPEPConsumer Defensive0.38%469,322+455,000+3176.93%$72,881,013
KRAFT HEINZ COKHCConsumer Defensive0.38%3,216,713+1,164,078+56.71%$72,343,875
CANADIAN IMPERIAL BANK OF COCMFinancial Services0.38%759,007+759,007+100.00%$71,947,774
MERCK & CO INCMRKHealthcare0.36%575,397-72,854-11.24%$69,214,505
T-MOBILE US INCTMUSCommunication Services0.36%325,200+318,344+4643.29%$68,301,756
EBAY INC.EBAYConsumer Cyclical0.35%744,592+133,402+21.83%$67,772,764
COMFORT SYS USA INCFIXIndustrials0.34%47,491+34,712+271.63%$65,489,614
BAKER HUGHES COMPANYBKREnergy0.32%1,021,098+956,377+1477.69%$62,338,033
WESTERN DIGITAL CORPWDCTechnology0.32%224,701-126,971-36.10%$60,779,373
UNIVERSAL HLTH SVCS INCUHSHealthcare0.30%323,263+100,625+45.20%$57,854,379
ARISTA NETWORKS INCANETOther0.30%465,771-218,232-31.91%$57,187,363
AGNICO EAGLE MINES LTDAEMBasic Materials0.29%271,541+126,462+87.17%$55,128,777
PARKER-HANNIFIN CORPPHIndustrials0.29%61,572+16,822+37.59%$55,121,717
CENTENE CORP DELCNCHealthcare0.28%1,630,463+53,092+3.37%$53,381,359
GUIDEWIRE SOFTWARE INCGWRETechnology0.27%346,755+346,755+100.00%$51,860,678
CLOUDFLARE INCNETTechnology0.26%246,327-170,631-40.92%$50,827,113
EXPEDIA GROUP INCEXPEConsumer Cyclical0.25%208,775+18,808+9.90%$48,204,060
COCA COLA COKOConsumer Defensive0.25%619,666-38,244-5.81%$47,125,599
ABBVIE INCABBVHealthcare0.23%204,149-14,544-6.65%$44,400,366
COREBRIDGE FINL INCCRBGFinancial Services0.23%1,845,317+50,212+2.80%$44,029,264
SHOPIFY INCSHOPTechnology0.23%365,577-189,752-34.17%$43,380,258
THE CIGNA GROUPCIHealthcare0.21%154,349+65,348+73.42%$41,172,596
BOSTON SCIENTIFIC CORPBSXHealthcare0.21%628,448-608,743-49.20%$39,435,112
EXXON MOBIL CORPXOMEnergy0.20%228,154--$38,708,608
CROWDSTRIKE HLDGS INCCRWDTechnology0.20%98,252+98,252+100.00%$38,358,563
CARNIVAL CORPCCLConsumer Cyclical0.19%1,426,698-562,846-28.29%$36,922,944