Perpetual Ltd Q4 2023 Filing

Filed February 15, 2024

Portfolio Value

$9692.2T

Holdings

430

Report Date

Q4 2023

Filing Type

13F-HR

All Holdings (430 positions)

#StockSharesValue% PortfolioType
1
LINLINDE PLC
894,735$367.5T3.79%
2
RHCRH PLC
4,702,295$325.2T3.36%
3
GXOGXO LOGISTICS INCORPORATED
5,058,220$309.4T3.19%
4
ITUBITAU UNIBANCO HLDG S A
42,563,305$295.8T3.05%
5
GLOBGLOBANT S A
1,184,774$282.0T2.91%
6
ACNACCENTURE PLC IRELAND
784,547$275.3T2.84%
7
MLB1MERCADOLIBRE INC
164,228$258.1T2.66%
8
MSFTMICROSOFT CORP
683,720$257.1T2.65%
9
HSICHENRY SCHEIN INC
3,172,770$240.2T2.48%
10
ELVELEVANCE HEALTH INC
492,762$232.4T2.40%
11
UNHUNITEDHEALTH GROUP INC
404,143$212.8T2.20%
12
4I1PHILIP MORRIS INTL INC
2,230,321$209.8T2.16%
13
SRESEMPRA
2,757,907$206.1T2.13%
14
ADBEADOBE INC
332,588$198.4T2.05%
15
ICEINTERCONTINENTAL EXCHANGE IN
1,481,721$190.3T1.96%
16
GOOGLALPHABET INC
1,345,386$187.9T1.94%
17
TMOTHERMO FISHER SCIENTIFIC INC
341,775$181.4T1.87%
18
PEOEXELON CORP
4,961,921$178.1T1.84%
19
ABEVAMBEV SA
59,059,948$165.4T1.71%
20
AERAERCAP HOLDINGS NV
2,223,504$165.3T1.70%
21
TSMTAIWAN SEMICONDUCTOR MFG LTD
1,470,963$153.0T1.58%
22
CMSCMS ENERGY CORP
2,473,067$143.6T1.48%
23
FISFIDELITY NATL INFORMATION SV
1,901,085$114.2T1.18%
24
ATOATMOS ENERGY CORP
965,405$111.9T1.15%
25
CHKPCHECK POINT SOFTWARE TECH LT
728,881$111.4T1.15%
26
NUNU HLDGS LTD
13,126,123$109.3T1.13%
27
TSTENARIS S A
3,116,641$108.3T1.12%
28
PTCPTC INC
581,533$101.7T1.05%
29
AMZNAMAZON COM INC
606,471$92.1T0.95%
30
ROPROPER TECHNOLOGIES INC
168,126$91.7T0.95%
31
INTUINTUIT
141,432$88.4T0.91%
32
AVGOBROADCOM INC
78,909$88.1T0.91%
33
LLYELI LILLY & CO
151,086$88.1T0.91%
34
REGNREGENERON PHARMACEUTICALS
100,219$88.0T0.91%
35
CXCEMEX SAB DE CV
11,304,101$87.6T0.90%
36
FCXFREEPORT-MCMORAN INC
2,051,694$87.3T0.90%
37
SPGIS&P GLOBAL INC
194,598$85.7T0.88%
38
ABXBARRICK GOLD CORP
4,675,941$84.6T0.87%
39
VRTXVERTEX PHARMACEUTICALS INC
207,703$84.5T0.87%
40
PEGPUBLIC SVC ENTERPRISE GRP IN
1,377,905$84.3T0.87%
41
DTDYNATRACE INC
1,511,222$82.6T0.85%
42
TPGTPG INC
1,897,920$81.9T0.85%
43
HDBHDFC BANK LTD
1,219,333$81.8T0.84%
44
ARESARES MANAGEMENT CORPORATION
679,079$80.8T0.83%
45
PGRPROGRESSIVE CORP
498,206$79.4T0.82%
46
PRGOPERRIGO CO PLC
2,308,739$74.3T0.77%
47
FMXFOMENTO ECONOMICO MEXICANO S
506,060$66.0T0.68%
48
WTWWILLIS TOWERS WATSON PLC LTD
259,147$62.5T0.64%
49
GTLSCHART INDS INC
438,697$59.8T0.62%
50
CLVTCLARIVATE PLC
6,392,823$59.2T0.61%
51
CMCSACOMCAST CORP NEW
1,296,842$56.9T0.59%
52
ACGLARCH CAP GROUP LTD
595,307$44.2T0.46%
53
MRKMERCK & CO INC
400,804$43.7T0.45%
54
PHGKONINKLIJKE PHILIPS N V
1,843,072$43.0T0.44%
55
APDAIR PRODS & CHEMS INC
152,803$41.8T0.43%
56
QCOMQUALCOMM INC
281,849$40.8T0.42%
57
SNPSSYNOPSYS INC
78,901$40.6T0.42%
58
ARMKARAMARK
1,364,385$38.3T0.40%
59
JAZZJAZZ PHARMACEUTICALS PLC
308,475$37.9T0.39%
60
ETRENTERGY CORP NEW
366,149$37.1T0.38%
61
IBNICICI BANK LIMITED
1,411,166$33.6T0.35%
62
NXPINXP SEMICONDUCTORS N V
141,910$32.6T0.34%
63
WFCWELLS FARGO CO NEW
642,659$31.6T0.33%
64
LADLITHIA MTRS INC
95,289$31.4T0.32%
65
MDTMEDTRONIC PLC
368,561$30.4T0.31%
66
HUMHUMANA INC
65,449$30.0T0.31%
67
VRTVERTIV HOLDINGS CO
618,408$29.7T0.31%
68
HALHALLIBURTON CO
820,431$29.7T0.31%
69
BHPBHP GROUP LTD
431,209$29.5T0.30%
70
AIGAMERICAN INTL GROUP INC
432,571$29.3T0.30%
71
XYLXYLEM INC
246,379$28.2T0.29%
72
AVTRAVANTOR INC
1,225,365$28.0T0.29%
73
ECLECOLAB INC
134,076$26.6T0.27%
74
AZULQAZUL S A
2,695,531$26.1T0.27%
75
USBUS BANCORP DEL
599,065$25.9T0.27%
76
HESHESS CORP
176,408$25.4T0.26%
77
CNHICNH INDL N V
2,003,660$24.4T0.25%
78
APTVAPTIV PLC
262,974$23.6T0.24%
79
CITHE CIGNA GROUP
76,844$23.0T0.24%
80
FLEXFLEX LTD
752,757$22.9T0.24%
81
DDDUPONT DE NEMOURS INC
290,726$22.4T0.23%
82
AXTAAXALTA COATING SYS LTD
657,173$22.3T0.23%
83
NEMNEWMONT CORP
525,061$21.7T0.22%
84
LNWOLIGHT & WONDER INC
263,256$21.6T0.22%
85
WTMWHITE MTNS INS GROUP LTD
13,976$21.0T0.22%
86
PNWPINNACLE WEST CAP CORP
282,317$20.3T0.21%
87
PSAPUBLIC STORAGE
64,351$19.6T0.20%
88
AKXANSYS INC
49,851$18.1T0.19%
89
CTSHCOGNIZANT TECHNOLOGY SOLUTIO
237,444$17.9T0.19%
90
ORCLORACLE CORP
169,138$17.8T0.18%
91
AFYAAFYA LTD
805,962$17.7T0.18%
92
ELANELANCO ANIMAL HEALTH INC
1,155,000$17.2T0.18%
93
PRKSSEAWORLD ENTMT INC
319,321$16.9T0.17%
94
ALBALBEMARLE CORP
114,682$16.6T0.17%
95
KDPKEURIG DR PEPPER INC
491,322$16.4T0.17%
96
JBHTHUNT J B TRANS SVCS INC
81,304$16.2T0.17%
97
ALSALLSTATE CORP
114,969$16.1T0.17%
98
JDJD.COM INC
547,363$15.8T0.16%
99
HASIHANNON ARMSTRONG SUST INFR C
571,750$15.8T0.16%
100
IPGINTERPUBLIC GROUP COS INC
481,333$15.7T0.16%
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