MACQUARIE GROUP LTD Q4 2025 Filing

Filed February 13, 2026

Portfolio Value

$22.9B

Holdings

830

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (830 positions)

#StockSharesValue% PortfolioType
1
IVVISHARES TR
2,619,538$1.8B7.84%
2
VOOVANGUARD INDEX FDS
2,371,010$1.5B6.50%
3
NVDANVIDIA CORPORATION
6,985,268$1.3B5.69%Put
4
AAPLAPPLE INC
3,785,315$1.0B4.49%
5
MSFTMICROSOFT CORP
1,797,635$868.0M3.79%Put
6
GOOGLALPHABET INC
1,901,575$593.0M2.59%Put
7
AMZNAMAZON COM INC
2,408,835$554.0M2.42%Put
8
GOOGALPHABET INC
1,535,138$481.0M2.10%
9
AVGOBROADCOM INC
1,281,463$442.0M1.93%Put
10
METAMETA PLATFORMS INC
531,076$350.0M1.53%Put
11
TSLATESLA INC
682,348$306.0M1.34%
12
IBITISHARES BITCOIN TRUST ETF
5,126,143$254.0M1.11%
13
MUMICRON TECHNOLOGY INC
795,303$226.0M0.99%
14
ABBVABBVIE INC
986,044$224.0M0.98%
15
TRVCCITIGROUP INC
1,671,161$194.0M0.85%Put
16
MRKMERCK & CO INC
1,768,032$185.0M0.81%
17
CSCOCISCO SYS INC
2,378,329$182.0M0.80%
18
XOMEXXON MOBIL CORP
1,496,066$179.0M0.78%
19
LLYELI LILLY & CO
163,897$175.0M0.76%
20
WFCWELLS FARGO CO NEW
1,776,905$164.0M0.72%Put
21
BACBANK AMERICA CORP
2,864,880$157.0M0.69%Put
22
JPMJPMORGAN CHASE & CO.
466,869$149.0M0.65%
23
LRCXLAM RESEARCH CORP
854,339$145.0M0.63%
24
PLTRPALANTIR TECHNOLOGIES INC
809,687$143.0M0.63%
25
GILDGILEAD SCIENCES INC
1,109,148$135.0M0.59%
26
SPYSPDR S&P 500 ETF TR
198,025$135.0M0.59%
27
WELLWELLTOWER INC
720,895$133.0M0.58%
28
4I1PHILIP MORRIS INTL INC
826,450$131.0M0.57%
29
CTSHCOGNIZANT TECHNOLOGY SOLUTIO
1,536,381$127.0M0.56%
30
MAMASTERCARD INCORPORATED
221,798$125.0M0.55%
31
TAT&T INC
5,046,870$124.0M0.54%
32
CRMSALESFORCE INC
451,257$119.0M0.52%
33
MCKMCKESSON CORP
142,704$116.0M0.51%
34
PLDPROLOGIS INC.
902,244$114.0M0.50%
35
NFLXNETFLIX INC
1,227,207$114.0M0.50%
36
BKNGBOOKING HOLDINGS INC
21,499$114.0M0.50%
37
NEENEXTERA ENERGY INC
1,402,900$111.0M0.49%
38
VVISA INC
316,320$110.0M0.48%
39
APHAMPHENOL CORP NEW
815,545$109.0M0.48%
40
BMYBRISTOL-MYERS SQUIBB CO
2,016,204$108.0M0.47%
41
TJXTJX COS INC NEW
706,577$107.0M0.47%
42
CVSCVS HEALTH CORP
1,355,377$107.0M0.47%
43
BRK/BBERKSHIRE HATHAWAY INC DEL
215,978$107.0M0.47%
44
PEPPEPSICO INC
737,942$105.0M0.46%
45
JNJJOHNSON & JOHNSON
471,313$96.0M0.42%
46
CMCSACOMCAST CORP NEW
3,169,611$94.0M0.41%
47
NEMNEWMONT CORP
908,090$89.0M0.39%
48
BACVERIZON COMMUNICATIONS INC
2,170,000$88.0M0.38%
49
HONHONEYWELL INTL INC
453,660$87.0M0.38%
50
BLKBLACKROCK INC
80,488$86.0M0.38%
51
UNPUNION PAC CORP
371,641$85.0M0.37%
52
BPOPPOPULAR INC
670,797$83.0M0.36%
53
ETHAISHARES ETHEREUM TR
3,633,670$81.0M0.35%
54
COSTCOSTCO WHSL CORP NEW
93,681$80.0M0.35%
55
IVZINVESCO LTD
2,979,258$77.0M0.34%
56
EQIXEQUINIX INC
96,785$74.0M0.32%
57
COFCAPITAL ONE FINL CORP
297,014$71.0M0.31%
58
AMDADVANCED MICRO DEVICES INC
325,223$68.0M0.30%
59
EVREVERCORE INC
200,496$68.0M0.30%
60
GSGOLDMAN SACHS GROUP INC
77,356$67.0M0.29%Put
61
AMATAPPLIED MATLS INC
266,455$67.0M0.29%
62
DWDMORGAN STANLEY
374,795$66.0M0.29%
63
CMECME GROUP INC
240,877$65.0M0.28%
64
AEPAMERICAN ELEC PWR CO INC
573,938$65.0M0.28%
65
UPSUNITED PARCEL SERVICE INC
652,272$64.0M0.28%
66
PGPROCTER AND GAMBLE CO
457,177$64.0M0.28%
67
SOSOUTHERN CO
745,031$64.0M0.28%
68
TFCTRUIST FINL CORP
1,307,296$63.0M0.28%
69
WMTWALMART INC
564,128$62.0M0.27%
70
DUKDUKE ENERGY CORP NEW
537,305$62.0M0.27%
71
REXRREXFORD INDL RLTY INC
1,620,333$62.0M0.27%
72
SPGSIMON PPTY GROUP INC NEW
329,579$60.0M0.26%
73
CVXCHEVRON CORP NEW
388,209$59.0M0.26%
74
ORCLORACLE CORP
312,883$59.0M0.26%Put
75
NWSNEWS CORP NEW
1,975,479$58.0M0.25%
76
ACNACCENTURE PLC IRELAND
223,081$58.0M0.25%
77
ETSYETSY INC
1,060,000$58.0M0.25%
78
INTUINTUIT
85,530$56.0M0.24%
79
APPAPPLOVIN CORP
85,044$56.0M0.24%
80
MOALTRIA GROUP INC
975,758$55.0M0.24%
81
LMTLOCKHEED MARTIN CORP
113,528$54.0M0.24%
82
AMTAMERICAN TOWER CORP NEW
309,522$53.0M0.23%
83
HDHOME DEPOT INC
152,345$52.0M0.23%
84
GEGE AEROSPACE
173,765$52.0M0.23%
85
OMFONEMAIN HLDGS INC
755,630$51.0M0.22%
86
GPNGLOBAL PMTS INC
663,366$50.0M0.22%
87
UNHUNITEDHEALTH GROUP INC
155,431$50.0M0.22%
88
CEGCONSTELLATION ENERGY CORP
142,664$50.0M0.22%
89
FQIDIGITAL RLTY TR INC
324,733$50.0M0.22%
90
OREALTY INCOME CORP
887,926$49.0M0.21%
91
QCOMQUALCOMM INC
284,630$48.0M0.21%
92
WMBWILLIAMS COS INC
766,680$46.0M0.20%
93
PFEPFIZER INC
1,912,547$46.0M0.20%
94
MMM3M CO
272,536$43.0M0.19%
95
CSXCSX CORP
1,217,157$43.0M0.19%
96
IBMINTERNATIONAL BUSINESS MACHS
149,432$43.0M0.19%
97
PSAPUBLIC STORAGE OPER CO
165,842$42.0M0.18%
98
PNCPNC FINL SVCS GROUP INC
205,660$42.0M0.18%
99
COOCOOPER COS INC
513,396$41.0M0.18%
100
MDTMEDTRONIC PLC
441,967$41.0M0.18%
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