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)

#StockSharesValue% PortfolioType
201
TTDTHE TRADE DESK INC
30,086$2.3B14.73%
202
CITCINTAS CORP
4,658$2.3B14.68%
203
MUMICRON TECHNOLOGY INC
34,942$2.2B13.98%
204
CMGCHIPOTLE MEXICAN GRILL INC
977$2.1B13.25%
205
JPMJPMORGAN CHASE & CO
13,898$2.0B12.81%
206
MSIMOTOROLA SOLUTIONS INC
6,863$2.0B12.76%
207
MCHPMICROCHIP TECHNOLOGY INC.
21,142$1.9B12.01%
208
GPNGLOBAL PMTS INC
18,926$1.9B11.82%
209
HOLXHOLOGIC INC
21,955$1.8B11.27%
210
CEGCONSTELLATION ENERGY CORP
18,755$1.7B10.89%
211
DHID R HORTON INC
13,681$1.7B10.55%
212
ADBEADOBE SYSTEMS INCORPORATED
3,395$1.7B10.53%
213
HWMHOWMET AEROSPACE INC
33,371$1.7B10.48%
214
BMYBRISTOL-MYERS SQUIBB CO
25,432$1.6B10.31%
215
ROLROLLINS INC
37,810$1.6B10.27%
216
RTXRAYTHEON TECHNOLOGIES CORP
16,203$1.6B10.06%
217
GDGENERAL DYNAMICS CORP
7,131$1.5B9.73%
218
LLYLILLY ELI & CO
2,968$1.4B8.82%
219
ENPHENPHASE ENERGY INC
8,254$1.4B8.76%
220
SNPSSYNOPSYS INC
2,991$1.3B8.26%
221
DC4DEXCOM INC
9,656$1.2B7.86%
222
AESAES CORP
55,418$1.1B7.28%
223
GLGLOBE LIFE INC
9,367$1.0B6.51%
224
LIESUN LIFE FINANCIAL INC.
19,593$1.0B6.47%
225
PDDPDD HOLDINGS INC
13,787$953.0M6.04%
226
WDAYWORKDAY INC
4,172$942.0M5.97%
227
DOCUDOCUSIGN INC
18,441$942.0M5.97%
228
TEAMATLASSIAN CORPORATION
5,569$934.0M5.92%
229
YUMYUM BRANDS INC
6,499$900.0M5.71%
230
PANWPALO ALTO NETWORKS INC
3,484$890.0M5.64%
231
UEOWESTLAKE CORPORATION
7,342$877.0M5.56%
232
KGCKINROSS GOLD CORP
177,382$846.0M5.36%
233
ANETEURARISTA NETWORKS INC
5,155$835.0M5.29%
234
ILMNILLUMINA INC
4,456$835.0M5.29%
235
TRVCCITIGROUP INC
18,056$831.0M5.27%
236
NETCLOUDFLARE INC
12,212$798.0M5.06%
237
INTCINTEL CORP
23,805$796.0M5.05%
238
ADPAUTOMATIC DATA PROCESSING IN
3,492$767.0M4.86%
239
LENLENNAR CORP
5,660$709.0M4.50%
240
KMBKIMBERLY-CLARK CORP
5,088$702.0M4.45%
241
ITWILLINOIS TOOL WKS INC
2,736$684.0M4.34%
242
RBLXROBLOX CORP
15,312$617.0M3.91%
243
REGNREGENERON PHARMACEUTICALS
855$614.0M3.89%
244
EQIXEQUINIX INC
775$607.0M3.85%
245
AONAON PLC
1,673$577.0M3.66%
246
KNXKNIGHT-SWIFT TRANSN HLDGS IN
9,544$530.0M3.36%
247
BIIBBIOGEN INC
1,819$518.0M3.28%
248
WBDWARNER BROS DISCOVERY INC
40,870$512.0M3.25%
249
JNPJUNIPER NETWORKS INC
14,838$464.0M2.94%
250
KDPKEURIG DR PEPPER INC
14,708$459.0M2.91%
251
PINSPINTEREST INC
15,943$435.0M2.76%
252
PCGPG&E CORP
24,724$427.0M2.71%
253
DDOGDATADOG INC
4,324$425.0M2.69%
254
HUBBHUBBELL INC
1,283$425.0M2.69%
255
NIONIO INC
42,166$408.0M2.59%
256
ABGAMERISOURCEBERGEN CORP
2,112$406.0M2.57%
257
BILLBILL HOLDINGS INC
3,466$405.0M2.57%
258
OTISOTIS WORLDWIDE CORP
4,557$405.0M2.57%
259
SESEA LTD
6,907$400.0M2.54%
260
STZCONSTELLATION BRANDS INC
1,612$396.0M2.51%
261
FASTFASTENAL CO
6,598$389.0M2.47%
262
DWDMORGAN STANLEY
4,351$371.0M2.35%
263
ADSKAUTODESK INC
1,685$344.0M2.18%
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