AustralianSuper Pty Ltd Q2 2023 Filing
Filed July 28, 2023
Portfolio Value
$15.8B
Holdings
263
Report Date
Q2 2023
Filing Type
13F-HR
All Holdings (263 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | HONHONEYWELL INTL INC | 119,545 | $24.8B | 157.27% | |
| 102 | SLBSCHLUMBERGER LTD | 500,000 | $24.6B | 155.72% | |
| 103 | PHMPULTE GROUP INC | 314,946 | $24.5B | 155.12% | |
| 104 | AMDADVANCED MICRO DEVICES INC | 210,054 | $23.9B | 151.71% | |
| 105 | DVNDEVON ENERGY CORP NEW | 488,371 | $23.6B | 149.68% | |
| 106 | STTSTATE STR CORP | 310,395 | $22.7B | 144.02% | |
| 107 | GDDYGODADDY INC | 291,492 | $21.9B | 138.85% | |
| 108 | EXPDEXPEDITORS INTL WASH INC | 180,584 | $21.9B | 138.69% | |
| 109 | DDOMINION ENERGY INC | 413,612 | $21.4B | 135.81% | |
| 110 | RHIROBERT HALF INTL INC | 269,082 | $20.2B | 128.33% | |
| 111 | IMOIMPERIAL OIL LTD | 394,588 | $20.2B | 127.98% | |
| 112 | REEVEREST RE GROUP LTD | 58,018 | $19.8B | 125.76% | |
| 113 | USBUS BANCORP DEL | 585,188 | $19.3B | 122.59% | |
| 114 | LMTLOCKHEED MARTIN CORP | 41,368 | $19.0B | 120.75% | |
| 115 | PXDEURPIONEER NAT RES CO | 90,000 | $18.6B | 118.22% | |
| 116 | PG4PRINCIPAL FINANCIAL GROUP IN | 239,321 | $18.1B | 115.08% | |
| 117 | CFGCITIZENS FINL GROUP INC | 642,447 | $16.8B | 106.23% | |
| 118 | SUSUNCOR ENERGY INC NEW | 552,842 | $16.2B | 102.80% | |
| 119 | GILDGILEAD SCIENCES INC | 208,850 | $16.1B | 102.06% | |
| 120 | NTRNUTRIEN LTD | 271,764 | $16.0B | 101.71% | |
| 121 | MRNAMODERNA INC | 130,610 | $15.9B | 100.62% | |
| 122 | HUMHUMANA INC | 33,801 | $15.1B | 95.82% | |
| 123 | LINLINDE PLC | 39,233 | $14.9B | 94.79% | |
| 124 | TFIITFI INTL INC | 130,671 | $14.9B | 94.38% | |
| 125 | PLDPROLOGIS INC. | 120,000 | $14.7B | 93.30% | |
| 126 | CHTRCHARTER COMMUNICATIONS INC N | 37,421 | $13.7B | 87.16% | |
| 127 | DVADAVITA INC | 134,760 | $13.5B | 85.84% | |
| 128 | ADMARCHER DANIELS MIDLAND CO | 177,067 | $13.4B | 84.83% | |
| 129 | MNSTMONSTER BEVERAGE CORP NEW | 205,799 | $11.8B | 74.95% | |
| 130 | BACVERIZON COMMUNICATIONS INC | 310,103 | $11.5B | 73.12% | |
| 131 | TSNTYSON FOODS INC | 209,117 | $10.7B | 67.67% | |
| 132 | WFGWEST FRASER TIMBER CO LTD | 122,934 | $10.6B | 66.95% | |
| 133 | MAMASTERCARD INCORPORATED | 26,270 | $10.3B | 65.50% | |
| 134 | FFORD MTR CO DEL | 671,659 | $10.2B | 64.43% | |
| 135 | DEDEERE & CO | 22,423 | $9.1B | 57.60% | |
| 136 | HSYHERSHEY CO | 31,516 | $7.9B | 49.89% | |
| 137 | TXTTEXTRON INC | 114,836 | $7.8B | 49.24% | |
| 138 | AZOAUTOZONE INC | 3,056 | $7.6B | 48.31% | |
| 139 | TFCTRUIST FINL CORP | 246,411 | $7.5B | 47.41% | |
| 140 | GWWGRAINGER W W INC | 9,473 | $7.5B | 47.36% | |
| 141 | MRSHMARSH & MCLENNAN COS INC | 39,597 | $7.4B | 47.22% | |
| 142 | MTDMETTLER TOLEDO INTERNATIONAL | 5,655 | $7.4B | 47.03% | |
| 143 | CHRWC H ROBINSON WORLDWIDE INC | 75,209 | $7.1B | 44.99% | |
| 144 | WBAWALGREENS BOOTS ALLIANCE INC | 246,578 | $7.0B | 44.54% | |
| 145 | ACGLARCH CAP GROUP LTD | 93,066 | $7.0B | 44.16% | |
| 146 | HIGHARTFORD FINL SVCS GROUP INC | 96,577 | $7.0B | 44.10% | |
| 147 | CTRACOTERRA ENERGY INC | 272,890 | $6.9B | 43.77% | |
| 148 | GISGENERAL MLS INC | 89,779 | $6.9B | 43.66% | |
| 149 | FUTUFUTU HLDGS LTD | 173,006 | $6.9B | 43.59% | |
| 150 | CDNSCADENCE DESIGN SYSTEM INC | 28,991 | $6.8B | 43.10% | |
| 151 | XOMEXXON MOBIL CORP | 62,509 | $6.7B | 42.51% | |
| 152 | ULTAULTA BEAUTY INC | 13,956 | $6.6B | 41.64% | |
| 153 | MPTMEDICAL PPTYS TRUST INC | 697,638 | $6.5B | 40.96% | |
| 154 | AVGOBROADCOM INC | 7,296 | $6.3B | 40.12% | |
| 155 | PEPPEPSICO INC | 33,248 | $6.2B | 39.04% | |
| 156 | SIRIEURSIRIUS XM HOLDINGS INC | 1,355,277 | $6.1B | 38.92% | |
| 157 | WBSWEBSTER FINL CORP | 161,906 | $6.1B | 38.75% | |
| 158 | HCAHCA HEALTHCARE INC | 20,061 | $6.1B | 38.60% | |
| 159 | FICOFAIR ISAAC CORP | 7,512 | $6.1B | 38.54% | |
| 160 | MDTMEDTRONIC PLC | 68,109 | $6.0B | 38.04% | |
| 161 | IDXXIDEXX LABS INC | 11,526 | $5.8B | 36.70% | |
| 162 | ODFLOLD DOMINION FREIGHT LINE IN | 15,231 | $5.6B | 35.70% | |
| 163 | ITGARTNER INC | 15,858 | $5.6B | 35.22% | |
| 164 | AFGAMERICAN FINL GROUP INC OHIO | 46,248 | $5.5B | 34.82% | |
| 165 | TECK/BTECK RESOURCES LTD | 122,193 | $5.1B | 32.59% | |
| 166 | STXSEAGATE TECHNOLOGY HLDNGS PL | 82,640 | $5.1B | 32.41% | |
| 167 | CLFCLEVELAND-CLIFFS INC NEW | 300,302 | $5.0B | 31.91% | |
| 168 | LUMNLUMEN TECHNOLOGIES INC | 2,145,528 | $4.8B | 30.74% | |
| 169 | ORLYOREILLY AUTOMOTIVE INC | 5,049 | $4.8B | 30.58% | |
| 170 | FTNTFORTINET INC | 62,157 | $4.7B | 29.79% | |
| 171 | CAHCARDINAL HEALTH INC | 49,520 | $4.7B | 29.69% | |
| 172 | ARWARROW ELECTRS INC | 32,557 | $4.7B | 29.57% | |
| 173 | NEENEXTERA ENERGY INC | 62,401 | $4.6B | 29.36% | |
| 174 | PNCPNC FINL SVCS GROUP INC | 36,705 | $4.6B | 29.31% | |
| 175 | SBUXSTARBUCKS CORP | 46,051 | $4.6B | 28.92% | |
| 176 | HALHALLIBURTON CO | 136,541 | $4.5B | 28.56% | |
| 177 | OVVOVINTIV INC | 117,698 | $4.5B | 28.41% | |
| 178 | ORCLORACLE CORP | 37,583 | $4.5B | 28.37% | |
| 179 | —BUNGE LIMITED | 45,393 | $4.3B | 27.15% | |
| 180 | MLB1MERCADOLIBRE INC | 3,533 | $4.2B | 26.53% | |
| 181 | BSXBOSTON SCIENTIFIC CORP | 75,710 | $4.1B | 25.96% | |
| 182 | ISRGINTUITIVE SURGICAL INC | 11,822 | $4.0B | 25.63% | |
| 183 | WCNWASTE CONNECTIONS INC | 27,978 | $4.0B | 25.35% | |
| 184 | NVRNVR INC | 619 | $3.9B | 24.92% | |
| 185 | KEYSKEYSIGHT TECHNOLOGIES INC | 23,123 | $3.9B | 24.54% | |
| 186 | GSGOLDMAN SACHS GROUP INC | 11,973 | $3.9B | 24.48% | |
| 187 | CMCSACOMCAST CORP NEW | 86,225 | $3.6B | 22.71% | |
| 188 | UPSUNITED PARCEL SERVICE INC | 18,425 | $3.3B | 20.94% | |
| 189 | CRCCANADIAN NAT RES LTD | 57,670 | $3.2B | 20.55% | |
| 190 | ELVELEVANCE HEALTH INC | 6,882 | $3.1B | 19.38% | |
| 191 | FLT1EURFLEETCOR TECHNOLOGIES INC | 12,142 | $3.0B | 19.33% | |
| 192 | PAYXPAYCHEX INC | 26,737 | $3.0B | 18.96% | |
| 193 | ABNBAIRBNB INC | 23,006 | $2.9B | 18.69% | |
| 194 | CPRTCOPART INC | 32,053 | $2.9B | 18.53% | |
| 195 | CATCATERPILLAR INC | 11,808 | $2.9B | 18.42% | |
| 196 | ONON SEMICONDUCTOR CORP | 29,852 | $2.8B | 17.90% | |
| 197 | MARMARRIOTT INTL INC NEW | 14,873 | $2.7B | 17.32% | |
| 198 | DISDISNEY WALT CO | 29,646 | $2.6B | 16.78% | |
| 199 | WATWATERS CORP | 9,385 | $2.5B | 15.86% | |
| 200 | PCARPACCAR INC | 28,984 | $2.4B | 15.37% |