MACQUARIE GROUP LTD Q2 2023 Filing

Filed August 14, 2023

Portfolio Value

$86554.4T

Holdings

1,653

Report Date

Q2 2023

Filing Type

13F-HR

All Holdings (1,653 positions)

#StockSharesValue% PortfolioType
1
MSFTMICROSOFT CORP
7,835,761$2668.4T3.08%Put
2
AAPLAPPLE INC
9,034,179$1752.4T2.02%Put
3
AMZNAMAZON COM INC
10,643,514$1387.5T1.60%
4
NVDANVIDIA CORPORATION
2,368,819$1002.1T1.16%Put
5
GOOGLALPHABET INC
7,170,550$858.3T0.99%
6
MSIMOTOROLA SOLUTIONS INC
2,807,761$823.5T0.95%
7
UNHUNITEDHEALTH GROUP INC
1,657,263$796.5T0.92%
8
CSGPCOSTAR GROUP INC
8,871,310$789.5T0.91%
9
MRKMERCK & CO INC
6,832,605$788.3T0.91%
10
AVGOBROADCOM INC
832,974$722.5T0.83%
11
VVISA INC
3,011,582$715.1T0.83%
12
COPCONOCOPHILLIPS
6,575,928$681.3T0.79%
13
VRSNVERISIGN INC
2,735,677$618.2T0.71%
14
MCHPMICROCHIP TECHNOLOGY INC.
6,749,236$604.7T0.70%
15
RTXRAYTHEON TECHNOLOGIES CORP
6,074,177$595.0T0.69%
16
JNJJOHNSON & JOHNSON
3,545,495$586.9T0.68%
17
PINSPINTEREST INC
20,764,399$567.7T0.66%
18
CSCOCISCO SYS INC
10,866,636$562.2T0.65%
19
CITHE CIGNA GROUP
1,959,568$549.9T0.64%
20
TJXTJX COS INC NEW
6,414,867$543.9T0.63%
21
CMCSACOMCAST CORP NEW
13,088,560$543.8T0.63%
22
HONHONEYWELL INTL INC
2,511,040$521.0T0.60%
23
LOWLOWES COS INC
2,292,961$517.5T0.60%
24
ISRGINTUITIVE SURGICAL INC
1,493,987$510.9T0.59%
25
INTUINTUIT
1,108,970$508.1T0.59%
26
BACVERIZON COMMUNICATIONS INC
13,189,226$490.5T0.57%
27
EQREQUITY RESIDENTIAL
7,411,082$488.9T0.56%
28
ORCLORACLE CORP
4,087,039$486.7T0.56%Put
29
AIGAMERICAN INTL GROUP INC
8,262,619$475.4T0.55%
30
CTSHCOGNIZANT TECHNOLOGY SOLUTIO
7,253,156$473.5T0.55%
31
EIXEDISON INTL
6,672,253$463.4T0.54%
32
DHRDANAHER CORPORATION
1,913,417$459.2T0.53%
33
DDDUPONT DE NEMOURS INC
6,412,863$458.1T0.53%
34
CVSCVS HEALTH CORP
6,520,695$450.8T0.52%
35
NOCNORTHROP GRUMMAN CORP
986,666$449.7T0.52%
36
ADMARCHER DANIELS MIDLAND CO
5,741,941$433.9T0.50%
37
HOLXHOLOGIC INC
5,341,579$432.5T0.50%
38
DOVDOVER CORP
2,918,842$431.0T0.50%
39
MAMASTERCARD INCORPORATED
1,086,474$427.3T0.49%
40
DISDISNEY WALT CO
4,769,609$425.8T0.49%
41
DLTRDOLLAR TREE INC
2,963,834$425.3T0.49%
42
ALSALLSTATE CORP
3,861,738$421.1T0.49%
43
CAGCONAGRA BRANDS INC
12,459,506$420.1T0.49%
44
TFCTRUIST FINL CORP
13,443,155$408.0T0.47%
45
FISFIDELITY NATL INFORMATION SV
7,415,460$405.6T0.47%
46
DC4DEXCOM INC
3,118,010$400.7T0.46%
47
BAXBAXTER INTL INC
8,642,454$393.7T0.45%
48
DGDOLLAR GEN CORP NEW
2,245,999$381.3T0.44%
49
USBUS BANCORP DEL
11,056,524$365.3T0.42%
50
ICEINTERCONTINENTAL EXCHANGE IN
3,214,998$363.6T0.42%
51
ZBRAZEBRA TECHNOLOGIES CORPORATI
1,194,444$353.4T0.41%
52
MPWRMONOLITHIC PWR SYS INC
578,559$312.6T0.36%
53
CRMSALESFORCE INC
1,418,896$299.8T0.35%
54
EFXEQUIFAX INC
1,261,743$296.9T0.34%
55
WDAYWORKDAY INC
1,278,752$288.9T0.33%
56
NEENEXTERA ENERGY INC
14,603,382$279.6T0.32%
57
COOCOOPER COS INC
719,856$276.0T0.32%
58
BWABORGWARNER INC
5,463,752$267.2T0.31%
59
MKTXMARKETAXESS HLDGS INC
1,001,969$261.9T0.30%
60
ASMLASML HOLDING N V
356,126$258.1T0.30%
61
VRTXVERTEX PHARMACEUTICALS INC
714,435$251.4T0.29%
62
TTDTHE TRADE DESK INC
3,243,784$250.5T0.29%
63
KEYSKEYSIGHT TECHNOLOGIES INC
1,431,688$239.7T0.28%
64
PLDPROLOGIS INC.
1,952,649$239.5T0.28%
65
KRGKITE RLTY GROUP TR
10,699,779$239.0T0.28%
66
KOCOCA COLA CO
3,921,116$236.1T0.27%
67
TXRHTEXAS ROADHOUSE INC
2,097,589$235.5T0.27%
68
TERTERADYNE INC
2,110,882$235.0T0.27%
69
SPGIS&P GLOBAL INC
581,413$233.1T0.27%
70
TMUST-MOBILE US INC
1,675,419$232.7T0.27%
71
BABAALIBABA GROUP HLDG LTD
2,720,344$226.7T0.26%
72
ADSKAUTODESK INC
1,107,660$226.6T0.26%
73
WSTWEST PHARMACEUTICAL SVSC INC
583,332$223.1T0.26%
74
CPRTCOPART INC
2,418,734$220.6T0.25%
75
PAYCPAYCOM SOFTWARE INC
675,927$217.1T0.25%
76
TELTE CONNECTIVITY LTD
1,546,123$216.7T0.25%
77
MTNVAIL RESORTS INC
854,187$215.0T0.25%
78
POOLPOOL CORP
571,001$213.9T0.25%
79
PFEPFIZER INC
5,821,504$213.4T0.25%
80
TYLTYLER TECHNOLOGIES INC
510,444$212.6T0.25%
81
VEEVVEEVA SYS INC
1,074,635$212.5T0.25%
82
CLXCLOROX CO DEL
1,326,739$210.9T0.24%
83
TTWOTAKE-TWO INTERACTIVE SOFTWAR
1,431,031$210.6T0.24%
84
EAELECTRONIC ARTS INC
1,611,202$209.0T0.24%
85
7SUSUMMIT MATLS INC
5,500,133$208.2T0.24%
86
HEIHEICO CORP NEW
1,480,059$208.1T0.24%
87
TREXTREX CO INC
3,150,467$206.5T0.24%
88
GNRCGENERAC HLDGS INC
1,370,529$204.4T0.24%
89
ONON SEMICONDUCTOR CORP
2,159,975$204.3T0.24%
90
FASTFASTENAL CO
3,447,406$203.4T0.23%
91
HWMHOWMET AEROSPACE INC
4,088,181$202.6T0.23%
92
JJSFJ & J SNACK FOODS CORP
1,276,434$202.1T0.23%
93
COHRCOHERENT CORP
3,963,624$202.1T0.23%
94
MRVLMARVELL TECHNOLOGY INC
3,343,367$199.9T0.23%
95
COSTCOSTCO WHSL CORP NEW
369,181$198.8T0.23%
96
WERNWERNER ENTERPRISES INC
4,479,765$197.9T0.23%
97
JPMJPMORGAN CHASE & CO
1,355,919$197.2T0.23%Put
98
RACEFERRARI N V
598,535$194.7T0.22%
99
K6BKBR INC
2,984,730$194.2T0.22%
100
HCAHCA HEALTHCARE INC
638,507$193.8T0.22%
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