Cooper Investors Pty Ltd Portfolio Stock Holdings

Cooper Investors Pty Ltd disclosed 39 stock positions valued at approximately $217.8 million in its latest SEC 13F filing. The largest holdings include Shenandoah Telecommunications Company, Uber Technologies, Inc., and Liberty Media Corporation Series C Liberty Formula One. The filing reflects positions held as of June 30, 2026 and was filed on July 7, 2026.

Report Period
June 30, 2026
No. of Stocks
39
Portfolio Value
$217.8M
Holdings by Sector
Cooper Investors Pty Ltd Portfolio Holdings in Q2 2026

34 holdings in the latest reporting period.

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CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
Shenandoah Telecommunications CompanySHENCommunication Services6.44%930,143-7,189-0.77%$14,026,556
Uber Technologies, Inc.UBERTechnology6.39%192,828+148,802+337.99%$13,914,469
Liberty Media Corporation Series C Liberty Formula OneFWONKCommunication Services5.10%116,860+3,024+2.66%$11,118,060
Liberty Media Corporation Class AFWONACommunication Services4.96%123,310-3,498-2.76%$10,794,558
iShares MSCI ACWI ETFACWIOther4.78%66,345-17,113-20.50%$10,414,175
Royalty Pharma Plc Class ARPRXOther4.23%164,249-47,572-22.46%$9,209,441
Alphabet Inc. Class AGOOGLCommunication Services4.19%25,553+10,889+74.26%$9,131,875
Ferrovial N.V.FER.MCOther4.07%129,165+24,783+23.74%$8,862,011
Telephone and Data Systems, Inc.TDSCommunication Services3.62%212,845+16,424+8.36%$7,877,393
First Trust RBA American Industrial Renaissance ETFAIRROther3.32%54,269-1,172-2.11%$7,231,344
Amazon.com, Inc.AMZNConsumer Cyclical2.81%25,707--$6,127,006
CME Group Inc. Class ACMEFinancial Services2.74%27,046-19,506-41.90%$5,972,568
Visa Inc. Class AVFinancial Services2.59%16,466+448+2.80%$5,649,320
TKO Group Holdings, Inc. Class ATKOCommunication Services2.55%27,559-8,341-23.23%$5,547,902
Horizon Kinetics Inflation Beneficiaries ETFINFLOther2.44%106,357-66,367-38.42%$5,305,087
Tamboran Resources CorporationTBNEnergy2.32%155,479+130,157+514.01%$5,054,622
NVIDIA CorporationNVDATechnology2.29%24,938-330-1.31%$4,989,844
iShares MSCI Japan ETFEWJOther2.24%52,363-19,487-27.12%$4,883,897
Halozyme Therapeutics, Inc.HALOHealthcare1.98%55,023+55,023+100.00%$4,306,650
Ryan Specialty Holdings, Inc. Class ARYANFinancial Services1.90%109,517-120,432-52.37%$4,135,362
iShares Ultra Short Duration Bond Active ETFICSHOther1.85%79,721+79,721+100.00%$4,032,288
Colliers International Group Inc.CIGIReal Estate1.49%34,610+3,231+10.30%$3,246,072
Corteva IncCTVABasic Materials1.23%31,719+31,719+100.00%$2,686,282
Shake Shack, Inc. Class ASHAKConsumer Cyclical0.97%37,763-61,640-62.01%$2,115,483
Microsoft CorporationMSFTTechnology0.62%3,602-8,469-70.16%$1,343,618
S&P Global, Inc.SPGIFinancial Services0.57%3,043--$1,239,292
Texas Roadhouse, Inc.TXRHConsumer Cyclical0.51%5,757--$1,112,425
Cheniere Energy, Inc.LNGEnergy0.51%4,639+4,639+100.00%$1,108,767
American Water Works Company, Inc.AWKUtilities0.49%8,181--$1,076,456
Royal Gold, Inc.RGLDBasic Materials0.43%4,650+4,650+100.00%$928,187
Loews CorporationLFinancial Services0.29%5,563+5,563+100.00%$629,787
Hess Midstream LP Class AHESMEnergy0.23%13,223-13,919-51.28%$497,185
EHang Holdings Ltd. Sponsored ADR Class AEHIndustrials0.06%19,389--$126,998
Silicon Motion Technology Corporation Sponsored ADRSIMOTechnology0.02%103+103+100.00%$34,333