MACQUARIE GROUP LTD Q4 2021 Filing

Filed February 11, 2022

Portfolio Value

$120.0T

Holdings

2,601

Report Date

Q4 2021

Filing Type

13F-HR

All Holdings (2,601 positions)

#StockSharesValue% PortfolioType
1
MSFTMicrosoft Corp.
11,420,927$3.8T3.20%
2
AAPLApple Inc.
12,710,570$2.3T1.88%
3
AMZNAMAZON.COM Inc.
611,622$2.0T1.70%
4
GOOGLAlphabet Inc.
561,187$1.6T1.35%
5
MSIMotorola Solutions Inc.
3,697,834$1.0T0.84%
6
MAMastercard Inc.
2,339,062$840.5B0.70%
7
MRKMerck & Co. Inc.
10,576,890$810.6B0.68%
8
UNHUnitedhealth Group Inc.
1,535,315$770.9B0.64%
9
JNJJohnson & Johnson
4,397,616$752.3B0.63%
10
RTXRaytheon Technologies Corporat
8,699,866$748.7B0.62%
11
AVGOBroadcom Inc.
1,109,082$738.0B0.61%
12
CVSCVS Health Corp.
7,145,633$737.1B0.61%
13
NVDANvidia Corp.
2,400,508$706.0B0.59%
14
CERNCHFCerner Corp.
7,556,398$701.8B0.58%
15
NOCNorthrop Grumman Corp.
1,805,234$698.8B0.58%
16
CSCOCisco Systems Inc.-(PRE-MERGER
11,003,406$697.3B0.58%
17
COPConocophillips
9,659,625$697.2B0.58%
18
VRSNVerisign Inc.
2,722,906$691.1B0.58%
19
CMCSAComcast Corporation
13,562,779$682.6B0.57%
20
CAGConagra Brands Inc.
19,790,928$675.9B0.56%
21
CTSHCognizant Tech Solutions Corp.
7,368,407$653.7B0.54%
22
CICigna Holding Co.
2,752,907$632.2B0.53%
23
TJXTJX Companies Inc.
8,278,769$628.5B0.52%
24
ONON Semiconductor Corp.
9,171,323$622.9B0.52%
25
DDDupont DE Nemours Inc.
7,636,060$616.9B0.51%
26
INTUIntuit Inc.
956,929$615.5B0.51%
27
TFCTruist Financial Corp.
10,501,724$614.9B0.51%
28
ANETEURArista Networks Inc.
4,220,722$606.7B0.51%
29
DFSEURDiscover Financial Services
5,238,358$605.3B0.50%
30
DLTRDollar Tree Inc.
4,245,815$596.6B0.50%
31
METMetlife Inc.
9,540,561$596.2B0.50%
32
AIGAmerican International Group I
10,451,058$594.2B0.50%
33
HONHoneywell International Inc.
2,834,589$591.0B0.49%
34
DC4Dexcom
1,100,083$590.7B0.49%
35
MCHPMicrochip Tech Inc.
6,759,686$588.5B0.49%
36
EQREquity Residential
6,499,359$588.2B0.49%
37
DOVDover Corp.
3,238,093$588.0B0.49%
38
ADMArcher Daniels Midland Co.
8,685,078$587.0B0.49%
39
BACVerizon Communications Inc.
11,294,615$586.9B0.49%
40
FISFidelity National Information
5,363,000$585.4B0.49%
41
GOOGAlphabet Inc.
202,188$585.1B0.49%
42
DGDollar General Corp.
2,469,553$582.4B0.49%
43
VTRSViatris Inc.
42,828,062$579.5B0.48%
44
DISThe Walt Disney Co.
3,702,290$573.4B0.48%
45
BAXBaxter International Inc.
6,649,752$570.8B0.48%
46
EIXEdison Intl
8,353,759$570.1B0.48%
47
USBUS Bancorp
9,774,661$549.0B0.46%
48
CSGPCostar Grp Inc.
6,867,661$542.8B0.45%
49
VVisa Inc.
2,369,797$513.6B0.43%
50
ORCLOracle Corporation
5,865,642$511.5B0.43%
51
ISRGIntuitive Srgcal
1,404,051$504.5B0.42%
52
MUMicron Technology Inc.
5,374,256$500.6B0.42%
53
PYPLPaypal Holdings Inc.
2,546,521$480.2B0.40%
54
MPWRMonolithic Power
956,598$471.9B0.39%
55
TERTeradyne Inc.
2,878,469$470.7B0.39%
56
TREXTrex Company Inc.
3,343,367$451.5B0.38%
57
ASMLASML Holding nv
560,380$446.1B0.37%
58
LLYEli Lilly And Company
1,565,029$432.3B0.36%
59
MRVLMarvell Tech Grp Ltd.
4,849,072$424.2B0.35%
60
METAMeta Platforms Inc.
1,236,414$415.9B0.35%
61
TSMTaiwan Semiconductor Manufactu
3,419,128$411.4B0.34%
62
CMGChipotle Mexican Grill Inc.
223,989$391.6B0.33%
63
EAElectronic Arts Inc.
2,858,779$377.1B0.31%
64
JDJD.COM Inc.
5,344,712$374.5B0.31%
65
PGNYPROGYNY Inc.
7,353,708$370.3B0.31%
66
UNPUnion Pacific Corporation
1,445,735$364.2B0.30%
67
PINSPinterest Inc.
9,742,296$354.1B0.30%
68
EWBCEast West Bancorp Inc.
4,443,580$349.6B0.29%
69
NOWServicenow Inc.
538,576$349.6B0.29%
70
ZTSZoetis Inc.
1,404,294$342.7B0.29%
71
PFEPfizer Inc.
5,695,829$336.4B0.28%
72
DHRDanaher Corporation
1,005,972$331.0B0.28%
73
WCCWesco International Inc.
2,453,919$322.9B0.27%
74
JPMJpmorgan Chase & Co.
2,007,966$318.0B0.26%
75
FOURSHift4 Payments Inc.
5,374,332$311.3B0.26%
76
SFStifel Finl Corp.
4,405,785$310.3B0.26%
77
DWDMorgan Stanley
3,125,103$306.8B0.26%
78
INSPInspire Medical Systems Inc.
1,328,101$305.5B0.25%
79
ADBEAdobe Inc.
533,603$302.6B0.25%
80
YETIYeti Holdings Inc.
3,547,019$293.8B0.24%
81
COHRII-VI Inc.
4,293,252$293.4B0.24%
82
ICEIntercontinental Exchange Inc.
2,125,446$290.7B0.24%
83
FASTFastenal Co.
4,500,221$288.3B0.24%
84
NKENike Inc.
1,722,130$287.0B0.24%
85
CHWYChewy Inc.
4,855,064$286.3B0.24%
86
NEENextera Energy Inc.
3,042,937$284.1B0.24%
87
MKTXMarketaxess Holdings Inc.
684,481$281.5B0.23%
88
TELTE Connectivity Ltd.
1,738,926$280.6B0.23%
89
WDAYWorkday Inc.
1,019,907$278.6B0.23%
90
UBERUBER Technologies Inc.
6,590,565$276.3B0.23%
91
APTVAptiv PLC
1,674,971$276.3B0.23%
92
KEYSKeysight Technologies Inc.
1,329,086$274.5B0.23%
93
ADSKAutodesk Inc.
971,710$273.2B0.23%
94
COSTCostco Whsle Corp.
481,162$273.2B0.23%
95
BLDTopbuild Corp.
973,560$268.6B0.22%
96
UMPQUSDUmpqua Hldgs Corp.
13,764,742$264.8B0.22%
97
WEAWestern Alliance
2,453,976$264.2B0.22%
98
NARIUSDInari Medical Inc.
2,870,576$262.0B0.22%
99
ULTAULTA Beauty Inc.
634,251$261.5B0.22%
100
LPXLouisiana Pacific Corp.
3,287,933$257.6B0.21%
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