United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund
CIK: 0001730896SEC EDGAR →
Portfolio Value
$7.2B
Holdings
177
As of
Q4 2025
New Positions
110
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | MICROSOFT CORP | 1,691,966 | $818.0M | 11.36% |
| 2 | AMAZON COM INC | 2,173,996 | $501.0M | 6.96% |
| 3 | TESLA INC | 790,135 | $355.0M | 4.93% |
| 4 | NVIDIA CORPORATION | 1,700,072 | $317.0M | 4.40% |
| 5 | ALPHABET INC | 921,848 | $288.0M | 4.00% |
| 6 | TEXAS INSTRS INC | 1,315,992 | $228.0M | 3.17% |
| 7 | APPLE INC | 793,123 | $215.0M | 2.99% |
| 8 | APPLIED MATLS INC | 676,245 | $173.0M | 2.40% |
| 9 | LAM RESEARCH CORP | 1,005,927 | $172.0M | 2.39% |
| 10 | META PLATFORMS INC | 242,730 | $160.0M | 2.22% |
Quarterly Changes
Top Buys
New Positions (86)
$173.0M · 676K shares
$140.0M · 160K shares
$129.0M · 121K shares
$114.0M · 3.1M shares
$69.0M · 659K shares
$68.0M · 587K shares
$66.0M · 861K shares
$60.0M · 2.0M shares
$53.0M · 1.3M shares
$51.0M · 960K shares
$47.0M · 1.9M shares
$34.0M · 124K shares
$34.0M · 342K shares
$30.0M · 290K shares
$28.0M · 100K shares
$27.0M · 281K shares
$26.0M · 324K shares
$25.0M · 305K shares
$23.0M · 185K shares
$23.0M · 344K shares
$22.0M · 177K shares
$21.0M · 250K shares
$21.0M · 76K shares
$19.0M · 803K shares
$17.0M · 1.4M shares
$16.0M · 264K shares
$15.0M · 333K shares
$15.0M · 266K shares
$14.0M · 124K shares
$13.0M · 67K shares
$13.0M · 154K shares
$13.0M · 124K shares
$12.0M · 581K shares
$12.0M · 27K shares
$12.0M · 151K shares
$12.0M · 142K shares
$11.0M · 151K shares
$11.0M · 123K shares
$11.0M · 33K shares
$10.0M · 136K shares
$10.0M · 34K shares
$10.0M · 135K shares
$10.0M · 108K shares
$10.0M · 84K shares
$9.0M · 109K shares
$9.0M · 120K shares
$9.0M · 334K shares
$9.0M · 46K shares
$9.0M · 235K shares
$9.0M · 32K shares
$8.0M · 124K shares
$8.0M · 27K shares
$8.0M · 375K shares
$7.0M · 40K shares
$7.0M · 69K shares
$7.0M · 143K shares
$7.0M · 101K shares
$6.0M · 95K shares
$6.0M · 101K shares
$5.0M · 26K shares
$5.0M · 2K shares
$5.0M · 51K shares
$5.0M · 178K shares
$4.0M · 19K shares
$3.0M · 200K shares
$3.0M · 547 shares
$3.0M · 600 shares
$2.0M · 7K shares
$2.0M · 11K shares
$2.0M · 10K shares
$2.0M · 60K shares
$1.0M · 3K shares
$1.0M · 12K shares
$1.0M · 39K shares
$1.0M · 60K shares
$1.0M · 28K shares
$1.0M · 5K shares
$0 · 1K shares
$0 · 2K shares
$0 · 10K shares
$0 · 1K shares
$0 · 2K shares
$0 · 1K shares
$0 · 1K shares
$0 · 1K shares
$0 · 3K shares
Closed Positions (19)
$27.9M · 713K shares
$3.0M · 4K shares
$2.8M · 12K shares
$2.7M · 9K shares
$2.6M · 4K shares
$2.6M · 11K shares
$2.5M · 19K shares
$2.5M · 38K shares
$2.5M · 26K shares
$2.0M · 37K shares
$1.3M · 5K shares
$1.1M · 6K shares
$1.1M · 7K shares
$966K · 14K shares
$943K · 8K shares
$921K · 3K shares
$863K · 800 shares
$420K · 1K shares
$201K · 12K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Technology | 46 | $3.1B | 42.9% |
| Consumer Cyclical | 18 | $1.1B | 15.8% |
| Financial Services | 26 | $845.0M | 11.9% |
| Healthcare | 23 | $715.0M | 10.0% |
| Communication Services | 12 | $656.0M | 9.2% |
| Industrials | 23 | $198.0M | 2.8% |
| Basic Materials | 6 | $176.0M | 2.5% |
| Unknown | 10 | $176.0M | 2.5% |
| Consumer Defensive | 6 | $127.0M | 1.8% |
| Energy | 4 | $33.0M | 0.5% |
| Real Estate | 1 | $8.0M | 0.1% |
| Utilities | 2 | $0 | 0.0% |