Perpetual Ltd Q3 2024 Filing

Filed October 9, 2024

Portfolio Value

$9.2B

Holdings

418

Report Date

Q3 2024

Filing Type

13F-HR

All Holdings (418 positions)

#StockSharesValue% PortfolioType
201
IBMINTERNATIONAL BUSINESS MACHS
8,546$1.9T20479.32%
202
FTNTFORTINET INC
24,264$1.9T20396.11%
203
CMECME GROUP INC
8,485$1.9T20293.59%
204
BKRBAKER HUGHES COMPANY
51,500$1.9T20179.89%
205
SPGSIMON PPTY GROUP INC NEW
10,610$1.8T19438.23%
206
ASMLASML HOLDING N V
2,152$1.8T19436.62%
207
LESLIES INC
565,446$1.8T19367.85%
208
VVISA INC
6,370$1.8T18984.37%
209
DALDELTA AIR LINES INC DEL
33,829$1.7T18623.90%
210
COPCONOCOPHILLIPS
16,097$1.7T18369.36%
211
VALEVALE S A
144,986$1.7T18355.76%
212
BFAMBRIGHT HORIZONS FAM SOL IN D
11,886$1.7T18053.86%
213
AMATAPPLIED MATLS INC
8,224$1.7T18011.30%
214
SLBSCHLUMBERGER LTD
39,419$1.7T17924.24%
215
UDRUDR INC
36,130$1.6T17756.31%
216
ZMZOOM VIDEO COMMUNICATIONS IN
23,244$1.6T17570.99%
217
CNCCENTENE CORP DEL
21,455$1.6T17506.98%
218
BNLBROADSTONE NET LEASE INC
83,489$1.6T17149.12%
219
MDTMEDTRONIC PLC
17,333$1.6T16914.70%
220
BRK/BBERKSHIRE HATHAWAY INC DEL
3,373$1.6T16827.62%
221
FNFABRINET
6,328$1.5T16217.75%
222
BAPCREDICORP LTD
8,240$1.5T16163.56%
223
TALTAL EDUCATION GROUP
125,163$1.5T16063.16%
224
NBIXNEUROCRINE BIOSCIENCES INC
12,560$1.4T15686.31%
225
MRVLMARVELL TECHNOLOGY INC
20,041$1.4T15666.73%
226
DOCHEALTHPEAK PROPERTIES INC
63,060$1.4T15632.31%
227
NFLXNETFLIX INC
2,017$1.4T15506.75%
228
SBUXSTARBUCKS CORP
14,572$1.4T15398.64%
229
ABNBAIRBNB INC
11,122$1.4T15287.61%
230
FDXFEDEX CORP
5,047$1.4T14971.99%
231
GILDGILEAD SCIENCES INC
16,154$1.4T14680.28%
232
FSLRFIRST SOLAR INC
5,351$1.3T14467.85%
233
BBYBEST BUY INC
12,901$1.3T14445.31%
234
BRXBRIXMOR PPTY GROUP INC
47,230$1.3T14262.72%
235
PAGSPAGSEGURO DIGITAL LTD
150,073$1.3T14005.84%
236
RBLXROBLOX CORP
28,759$1.3T13797.12%
237
WABWABTEC
6,901$1.3T13596.83%
238
BMYBRISTOL-MYERS SQUIBB CO
24,209$1.3T13577.09%
239
LRCXEURLAM RESEARCH CORP
1,530$1.2T13534.03%
240
SAFESAFEHOLD INC
47,508$1.2T13507.29%
241
MMYTMAKEMYTRIP LIMITED MAURITIUS
13,370$1.2T13470.51%
242
KLACKLA CORP
1,558$1.2T13078.01%
243
BNBROOKFIELD CORP
22,656$1.2T13052.38%
244
REGREGENCY CTRS CORP
16,450$1.2T12879.14%
245
TAPMOLSON COORS BEVERAGE CO
20,543$1.2T12808.13%
246
PCARPACCAR INC
11,845$1.2T12669.74%
247
TTENTOTALENERGIES SE
18,085$1.2T12667.44%
248
INTUINTUIT
1,859$1.2T12513.37%
249
PINSPINTEREST INC
35,030$1.1T12290.97%
250
ALNYALNYLAM PHARMACEUTICALS INC
4,112$1.1T12258.47%
251
ABTABBOTT LABS
9,900$1.1T12234.36%
252
NXPINXP SEMICONDUCTORS N V
4,658$1.1T12118.03%
253
LULULULULEMON ATHLETICA INC
4,110$1.1T12088.57%
254
MSCIMSCI INC
1,856$1.1T11727.29%
255
TMUST-MOBILE US INC
5,160$1.1T11541.92%
256
AMHAMERICAN HOMES 4 RENT
27,442$1.1T11419.23%
257
WMTWALMART INC
12,756$1.0T11165.04%
258
SHELSHELL PLC
15,594$1.0T11147.45%
259
VLOVALERO ENERGY CORP
7,479$1.0T10946.54%
260
GTEGRAN TIERRA ENERGY INC
158,252$992.2B10755.24%
261
ADIANALOG DEVICES INC
4,294$988.4B10713.07%
262
HNMORMAT TECHNOLOGIES INC
12,726$979.1B10613.22%
263
RUNSUNRUN INC
54,177$978.4B10605.62%
264
ITGARTNER INC
1,885$955.2B10354.21%
265
BXPBXP INC
11,560$930.1B10081.87%
266
RHPRYMAN HOSPITALITY PPTYS INC
8,641$926.7B10044.40%
267
NEENEXTERA ENERGY INC
10,904$921.7B9990.79%
268
PDDPDD HOLDINGS INC
6,562$884.6B9588.74%
269
AMDADVANCED MICRO DEVICES INC
5,378$882.4B9564.88%
270
TEAMATLASSIAN CORPORATION
5,554$882.0B9560.64%
271
EWBCEAST WEST BANCORP INC
10,654$881.5B9555.02%
272
JRVRJAMES RIV GROUP LTD
140,000$877.8B9514.78%
273
MDLZMONDELEZ INTL INC
11,575$852.7B9243.04%
274
MCKMCKESSON CORP
1,707$844.0B9148.14%
275
8CWCROWN CASTLE INC
7,105$842.9B9136.12%
276
PYPLPAYPAL HLDGS INC
10,682$833.5B9034.77%
277
DWDMORGAN STANLEY
7,852$818.5B8871.92%
278
CDNSCADENCE DESIGN SYSTEM INC
3,010$815.8B8842.74%
279
MACMACERICH CO
44,526$812.2B8803.22%
280
HWMHOWMET AEROSPACE INC
8,012$803.2B8706.20%
281
TJXTJX COS INC NEW
6,737$791.9B8583.32%
282
TXNTEXAS INSTRS INC
3,831$791.4B8577.94%
283
COSTCOSTCO WHSL CORP NEW
883$782.8B8485.01%
284
HUBSHUBSPOT INC
1,454$772.9B8378.23%
285
DARDARLING INGREDIENTS INC
20,743$770.8B8355.08%
286
IRMIRON MTN INC DEL
6,290$747.4B8101.77%
287
LENLENNAR CORP
3,963$743.0B8053.45%
288
HPEHEWLETT PACKARD ENTERPRISE C
36,131$739.2B8012.88%
289
APHAMPHENOL CORP NEW
11,324$737.9B7998.05%
290
CLCOLGATE PALMOLIVE CO
7,069$733.8B7954.27%
291
PRUPRUDENTIAL FINL INC
6,031$730.4B7916.56%
292
OVVOVINTIV INC
19,029$729.0B7901.90%
293
HONHONEYWELL INTL INC
3,516$726.8B7877.96%
294
ILMNILLUMINA INC
5,546$723.3B7839.60%
295
SNOWSNOWFLAKE INC
6,294$722.9B7836.08%
296
ERIIENERGY RECOVERY INC
40,875$710.8B7704.78%
297
MPCMARATHON PETE CORP
4,348$708.3B7677.87%
298
COLDAMERICOLD REALTY TRUST INC
24,650$696.9B7553.47%
299
VRSKVERISK ANALYTICS INC
2,576$690.3B7482.02%
300
EOGEOG RES INC
5,608$689.4B7472.55%
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