Location: Sydney, Australia
CIK: 0002086998 · Show all filings
Period: Q4 2025 (Next →)
Filing Date: Feb 10, 2026
Total Value: $373M (100.0% shares, 0.0% debt)
| Ticker | Issuer | Shares | Value | % | Est. Cost | Unrealized | Class | CUSIP |
|---|---|---|---|---|---|---|---|---|
| MSFT | MICROSOFT CORP | 70,877 | $34.28M | 9.2% | $500.58 | 0.0% | COM | 594918104 |
| NVDA | NVIDIA CORPORATION | 171,410 | $31.97M | 8.6% | $186.13 | 0.0% | COM | 67066G104 |
| GOOGL | ALPHABET INC | 92,339 | $28.9M | 7.7% | $285.60 | 0.0% | CAP STK CL A | 02079K305 |
| AMZN | AMAZON COM INC | 100,898 | $23.29M | 6.2% | $228.79 | 0.0% | COM | 023135106 |
| AAPL | APPLE INC | 77,905 | $21.18M | 5.7% | $268.34 | 0.0% | COM | 037833100 |
| AVGO | BROADCOM INC | 53,841 | $18.63M | 5.0% | $357.00 | 0.0% | COM | 11135F101 |
| MA | MASTERCARD INCORPORATED | 27,358 | $15.62M | 4.2% | $558.95 | 0.0% | CL A | 57636Q104 |
| META | META PLATFORMS INC | 23,467 | $15.49M | 4.2% | $667.32 | 0.0% | COM | 30303M102 |
| INTU | INTUIT INC | 21,759 | $14.41M | 3.9% | $660.69 | 0.0% | COM | 461202103 |
| MSCI | MSCI INC | 23,767 | $13.64M | 3.7% | $559.99 | 0.0% | COM | 55354G100 |
| LIN | LINDE PLC | 30,424 | $12.97M | 3.5% | $427.28 | 0.0% | SHS | G54950103 |
| LLY | ELI LILLY & CO | 11,839 | $12.72M | 3.4% | $955.55 | 0.0% | COM | 532457108 |
| PLD | PROLOGIS INC. | 97,463 | $12.44M | 3.3% | $123.86 | 0.0% | COM | 74340W103 |
| JPM | JPMORGAN CHASE & CO. | 33,485 | $10.79M | 2.9% | $309.53 | 0.0% | COM | 46625H100 |
| TMO | THERMO FISHER SCIENTIFIC INC | 17,927 | $10.39M | 2.8% | $565.16 | 0.0% | COM | 883556102 |
| VRSK | VERISK ANALYTICS INC | 43,882 | $9.816M | 2.6% | $225.29 | 0.0% | COM | 92345Y106 |
| TYL | TYLER TECHNOLOGIES INC | 20,747 | $9.418M | 2.5% | $476.40 | 0.0% | COM | 902252105 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | 35,111 | $8.989M | 2.4% | $249.31 | 0.0% | COM | 874054109 |
| ISRG | INTUITIVE SURGICAL INC | 14,864 | $8.418M | 2.3% | $532.37 | 0.0% | COM NEW | 46120E602 |
| ICE | INTERCONTINENTAL EXCHANGE IN | 45,722 | $7.405M | 2.0% | $156.20 | 0.0% | COM | 45866F104 |
| SNPS | SYNOPSYS INC | 15,679 | $7.365M | 2.0% | $444.23 | 0.0% | COM | 871607107 |
| KO | COCA COLA CO | 102,428 | $7.161M | 1.9% | $69.40 | 0.0% | COM | 191216100 |
| UBER | UBER TECHNOLOGIES INC | 82,403 | $6.733M | 1.8% | $90.05 | 0.0% | COM | 90353T100 |
| WFC | WELLS FARGO CO NEW | 65,939 | $6.146M | 1.6% | $86.63 | 0.0% | COM | 949746101 |
| IDXX | IDEXX LABS INC | 8,692 | $5.88M | 1.6% | $681.02 | 0.0% | COM | 45168D104 |
| COST | COSTCO WHSL CORP NEW | 6,741 | $5.813M | 1.6% | $905.73 | 0.0% | COM | 22160K105 |
| CTAS | CINTAS CORP | 30,139 | $5.668M | 1.5% | $188.13 | 0.0% | COM | 172908105 |
| ZTS | ZOETIS INC | 37,045 | $4.661M | 1.2% | $130.26 | 0.0% | CL A | 98978V103 |
| EQIX | EQUINIX INC | 3,856 | $2.954M | 0.8% | $781.19 | 0.0% | COM | 29444U700 |