Catalyst Funds Management Pty Ltd Portfolio Stock Holdings

According to the SEC 13F filed on August 10, 2026, Catalyst Funds Management Pty Ltd disclosed 623 stock positions valued at approximately $1.78B as of quarter-end June 30, 2026. The largest holdings include Apple Inc, Bloom Energy Corp, and Intel Corp..

Report Period
June 30, 2026
No. of Stocks
623
Portfolio Value
$1.78B
Holdings by Sector
Catalyst Funds Management Pty Ltd Portfolio Holdings in Q2 2026
CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
Apple IncAAPLTechnology4.07%250,522+179,593+253.20%$72,491,046
Bloom Energy CorpBEIndustrials3.99%234,250+234,250+100.00%$70,907,475
Intel Corp.INTCTechnology3.77%480,000+480,000+100.00%$67,022,400
Microsoft CorporationMSFTTechnology2.69%128,080+123,040+2441.27%$47,776,402
Credo Technology Group Holding LtdCRDOTechnology2.64%172,973+132,673+329.21%$47,040,007
Lilly(Eli) & CoLLYHealthcare2.57%38,081+36,077+1800.25%$45,675,494
Sterling Infrastructure IncSTRLIndustrials1.27%26,861+25,841+2533.43%$22,546,049
Amazon.com Inc.AMZNConsumer Cyclical1.19%89,001+89,001+100.00%$21,212,498
Qualcomm, Inc.QCOMTechnology1.14%109,651+103,228+1607.16%$20,262,408
Salesforce IncCRMTechnology1.11%126,233+114,550+980.48%$19,775,662
IonQ IncIONQTechnology1.07%356,300+356,300+100.00%$18,976,538
Nextpower Inc.NXTTechnology1.06%159,000+146,596+1181.84%$18,943,260
TTM Technologies IncTTMITechnology1.03%98,301+98,301+100.00%$18,384,253
FabrinetFNOther0.97%30,762+28,446+1228.24%$17,290,705
Texas Instruments Inc.TXNTechnology0.91%54,601+51,653+1752.14%$16,274,920
Advanced Micro Devices Inc.AMDTechnology0.91%27,800+27,800+100.00%$16,149,298
Exxon Mobil Corp.XOMEnergy0.88%114,475+73,532+179.60%$15,651,022
Coeur Mining IncCDEBasic Materials0.85%922,731+833,671+936.08%$15,058,970
Monolithic Power System IncMPWRTechnology0.81%10,470+10,259+4862.09%$14,473,309
NVIDIA CorpNVDATechnology0.78%69,300+66,300+2210.00%$13,866,237
Uber Technologies IncUBERTechnology0.73%179,200+165,589+1216.58%$12,931,072
Dycom Industries, Inc.DYIndustrials0.72%25,280+23,040+1028.57%$12,781,315
Modine Manufacturing Co.MODConsumer Cyclical0.71%47,475+42,300+817.39%$12,676,774
Semtech Corp.SMTCTechnology0.68%74,550+74,550+100.00%$12,065,918
Abbvie IncABBVHealthcare0.67%47,019+12,211+35.08%$11,831,861
Rambus Inc.RMBSTechnology0.66%88,800+88,800+100.00%$11,787,312
Astera Labs Inc.ALABTechnology0.66%24,400--$11,785,688
James Hardie Industries plcJHIUFOther0.64%434,572+434,572+100.00%$11,377,095
Coca-Cola CoKOConsumer Defensive0.64%139,400+134,025+2493.49%$11,329,038
Unitedhealth Group IncUNHHealthcare0.62%26,560+26,560+100.00%$11,039,133
Showing 30 of 623 holdings in the latest reporting period.
Catalyst Funds Management Pty Ltd Options Holdings in Q2 2026
QuarterSymbolCompanyOptionContractsNotional Value
Q2 2026MRVLMarvell Technology, Inc.PUT126,000$3,719,700
Q2 2026VRTVertiv Holdings, LLCPUT119,000$1,279,950
Showing 2 of 2 options positions in the latest reporting period.

Notional value represents the total exposure of the options position.

Catalyst Funds Management Pty Ltd Portfolio Stock Holdings | InsiderSet