MACQUARIE GROUP LTD Q2 2021 Filing

Filed August 13, 2021

Portfolio Value

$121.8B

Holdings

2,549

Report Date

Q2 2021

Filing Type

13F-HR

All Holdings (2,549 positions)

#StockSharesValue% PortfolioType
1
NOCNORTHROP GRUMMAN CORP
2,038,879$2.4B2.01%
2
ULTAULTA BEAUTY INC
855,478$2.2B1.82%
3
RGAREINSURANCE GRP OF AMERICA I
501,382$2.2B1.77%
4
TWLOTWILIO INC
304,348$2.1B1.71%
5
FISFIDELITY NATL INFORMATION SV
4,800,508$2.1B1.70%
6
BABAALIBABA GROUP HLDG LTD
3,449,958$2.1B1.70%
7
MTDMETTLER TOLEDO INTERNATIONAL
1,472$2.0B1.68%
8
GDDYGODADDY INC
22,999$2.0B1.64%
9
DRIDARDEN RESTAURANTS INC
983,045$2.0B1.63%
10
URIUNITED RENTALS INC
515,014$2.0B1.61%
11
IHS MARKIT LTD
553,240$1.9B1.60%
12
TFXTELEFLEX INCORPORATED
4,813$1.9B1.59%
13
TTWOTAKE-TWO INTERACTIVE SOFTWAR
896,580$1.9B1.55%
14
DISCKUSDDISCOVERY INC
64,908$1.9B1.54%
15
SEICSEI INVTS CO
30,017$1.9B1.53%
16
PINSPINTEREST INC
4,746,565$1.9B1.52%
17
TFCTRUIST FINL CORP
11,975,224$1.8B1.52%
18
TDYTELEDYNE TECHNOLOGIES INC
40,225$1.8B1.51%
19
MOHMOLINA HEALTHCARE INC
30,463$1.8B1.49%
20
DOCUDOCUSIGN INC
1,278,750$1.8B1.49%
21
EVRGEVERGY INC
689,721$1.8B1.49%
22
LDOSLEIDOS HOLDINGS INC
17,462$1.8B1.45%
23
LIILENNOX INTL INC
4,979$1.7B1.43%
24
ACGLARCH CAP GROUP LTD
1,293,589$1.7B1.43%
25
JDJD.COM INC
5,203,413$1.7B1.42%
26
MLB1MERCADOLIBRE INC
49,048$1.7B1.41%
27
PTONPELOTON INTERACTIVE INC
13,844$1.7B1.41%
28
SNAPSNAP INC
1,269,429$1.7B1.39%
29
HZNPHORIZON THERAPEUTICS PUB L
1,571,013$1.7B1.39%
30
UHALAMERCO
2,847$1.7B1.38%
31
MOSMOSAIC CO NEW
111,458$1.7B1.37%
32
EQREQUITY RESIDENTIAL
8,619,236$1.7B1.36%
33
HIIHUNTINGTON INGALLS INDS INC
20,140$1.7B1.36%
34
INCYINCYTE CORP
156,291$1.7B1.36%
35
DVNDEVON ENERGY CORP NEW
4,700,086$1.7B1.36%
36
WRKUSDWESTROCK CO
324,147$1.7B1.36%
37
GPCGENUINE PARTS CO
13,052$1.7B1.36%
38
MKLMARKEL CORP
1,391$1.6B1.36%
39
REEVEREST RE GROUP LTD
12,762$1.6B1.34%
40
MUMICRON TECHNOLOGY INC
11,689,965$1.6B1.34%
41
KDPKEURIG DR PEPPER INC
46,094$1.6B1.33%
42
JECUSDJACOBS ENGR GROUP INC
71,998$1.6B1.33%
43
ARWARROW ELECTRS INC
168,682$1.6B1.33%
44
BAHBOOZ ALLEN HAMILTON HLDG COR
18,985$1.6B1.33%
45
WYWEYERHAEUSER CO MTN BE
87,387$1.6B1.32%
46
TRMBTRIMBLE INC
1,766,141$1.6B1.32%
47
SNASNAP ON INC
364,080$1.6B1.31%
48
PYPLPAYPAL HLDGS INC
3,016,588$1.6B1.30%
49
CECELANESE CORP DEL
155,113$1.6B1.29%
50
LBEURL BRANDS INC
48,312$1.6B1.29%
51
ZLABZAI LAB LTD
8,879$1.6B1.29%
52
AWNADVANCE AUTO PARTS INC
85,269$1.6B1.28%
53
3M4MASIMO CORP
566,996$1.6B1.28%
54
EMNEASTMAN CHEM CO
214,898$1.5B1.27%
55
MCDMCDONALDS CORP
42,084$1.5B1.26%
56
AVGOBROADCOM INC
1,613,746$1.5B1.25%
57
IPGINTERPUBLIC GROUP COS INC
244,374$1.5B1.25%
58
NWSANEWS CORP NEW
58,640$1.5B1.24%
59
IQVIQVIA HLDGS INC
148,320$1.5B1.23%
60
TYLTYLER TECHNOLOGIES INC
397,738$1.5B1.23%
61
CBOECBOE GLOBAL MKTS INC
12,523$1.5B1.22%
62
VVISA INC
2,811,153$1.5B1.22%
63
HRLHORMEL FOODS CORP
31,096$1.5B1.22%
64
AVTRAVANTOR INC
585,364$1.5B1.22%
65
IEXIDEX CORP
695,323$1.5B1.21%
66
WRBBERKLEY W R CORP
19,818$1.5B1.21%
67
NVRNVR INC
606$1.5B1.21%
68
ZBHZIMMER BIOMET HOLDINGS INC
1,999,835$1.5B1.20%
69
EXASEXACT SCIENCES CORP
2,410,215$1.5B1.20%
70
CMCSACOMCAST CORP NEW
15,037,809$1.4B1.19%
71
MAMASTERCARD INCORPORATED
1,689,128$1.4B1.17%
72
UBERUBER TECHNOLOGIES INC
5,308,413$1.4B1.17%
73
MCHPMICROCHIP TECHNOLOGY INC.
2,922,512$1.4B1.17%
74
CAGCONAGRA BRANDS INC
18,553,365$1.4B1.17%
75
NDSNNORDSON CORP
6,458$1.4B1.16%
76
METMETLIFE INC
11,159,258$1.4B1.16%
77
DISDISNEY WALT CO
3,607,930$1.4B1.16%
78
ITGARTNER INC
905,965$1.4B1.14%
79
AFGAMERICAN FINL GROUP INC OHIO
284,351$1.4B1.14%
80
CRWDCROWDSTRIKE HLDGS INC
802,716$1.4B1.13%
81
MRNAMODERNA INC
1,514,535$1.4B1.13%
82
NTAPNETAPP INC
141,317$1.4B1.13%
83
DPZDOMINOS PIZZA INC
2,924$1.4B1.12%
84
PPGPPG INDS INC
253,471$1.3B1.10%
85
WTRGESSENTIAL UTILS INC
562,251$1.3B1.10%
86
FNFFIDELITY NATIONAL FINANCIAL
30,609$1.3B1.09%
87
LKQ1LKQ CORP
27,027$1.3B1.09%
88
FASTFASTENAL CO
3,893,992$1.3B1.09%
89
KMXCARMAX INC
10,239$1.3B1.09%
90
SWKSTANLEY BLACK & DECKER INC
1,591,599$1.3B1.08%
91
CMECME GROUP INC
802,217$1.3B1.07%
92
MTCHMATCH GROUP INC NEW
1,354,358$1.3B1.07%
93
RFREGIONS FINANCIAL CORP NEW
926,579$1.3B1.05%
94
COPCONOCOPHILLIPS
14,374,060$1.3B1.05%
95
DGXQUEST DIAGNOSTICS INC
605,774$1.3B1.05%
96
HONHONEYWELL INTL INC
3,069,115$1.3B1.05%
97
0J7QIAC INTERACTIVECORP NEW
504,361$1.3B1.05%
98
MPWRMONOLITHIC PWR SYS INC
1,151,707$1.3B1.05%
99
UGIUGI CORP NEW
76,868$1.3B1.04%
100
MRKMERCK & CO INC
11,756,251$1.3B1.04%
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