United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund

In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 8, 2024), United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund reported 42 stock positions worth $2.2 billion. Its top holding was Microsoft (MSFT) at 11.3% of the portfolio, followed by Alphabet Class A (GOOGL, 7.0%) and Amazon.com (AMZN, 5.9%). Compared with Q4 2023, it opened 4 new positions, sold out of 3, added to 32 and reduced 3. The biggest buy was a new position in Unitedhealth (UNH) and the biggest sale an exit from Mac Copper.

Most Recent 13F
Q2 2026
Location
MELBOURNE, C3
CIK
0001730896
Portfolio Value
$2.2B (Q1 2024)
SEC Filing
0001730896-24-000004 ↗ filed May 8, 2024

Holdings Value

0$2.0B$4.0B$6.0B$8.0B Q1 2024: $2.2B $2.2B Q1 2024 Q2 2024: $2.4B Q2 2024 Q3 2024: $2.5B Q3 2024 Q4 2024: $2.6B Q4 2024 Q1 2025: $2.5B Q1 2025 Q2 2025: $2.6B Q2 2025 Q3 2025: $2.7B Q3 2025 Q4 2025: $7.2B Q4 2025 Q1 2026: $5.3B Q1 2026 Q2 2026: $5.6B Q2 2026

Holdings 42 stocks · $2.2B
MSFT Microsoft Corp. 11.29% 598,927 $252.0M Reduce -2.5%
GOOGL Alphabet Inc. Class A 6.95% 1,028,086 $155.2M Reduce -5.8%
AMZN Amazon.com Inc. 5.86% 724,946 $130.8M Add +3.1%
META Meta Platforms Inc. Class A 5.02% 230,560 $112.0M Add +3.1%
AAPL Apple Inc. 4.26% 553,963 $95.0M Add +3.1%
LIN Linde PLC 3.96% 190,446 $88.4M Add +13.1%
V Visa Inc. Class A 3.96% 316,460 $88.3M Add +3.1%
MA Mastercard Inc. Class A 3.73% 172,684 $83.2M Add +3.1%
MAR Marriott International Class A 3.68% 325,617 $82.2M Add +3.1%
ABT Abbott Laboratories 3.65% 717,259 $81.5M Add +3.1%
CP Canadian Pacific Kansas City 3.64% 919,754 $81.2M Add +14.3%
ICE Intercontinental Exchange Inc. 2.79% 453,504 $62.3M Add +3.1%
SPGI S&P Global Inc. 2.74% 143,782 $61.2M Add +3.1%
CRM Salesforce Inc. 2.66% 196,906 $59.3M Add +3.1%
KO The Coca-Cola Co. 2.47% 902,916 $55.2M Add +25.5%
TMO Thermo Fisher Scientific Inc. 2.37% 90,845 $52.8M Add +20.6%
APH Amphenol Corp. Class A 2.20% 424,867 $49.0M Add +41.5%
ADSK Autodesk Inc. 2.09% 179,408 $46.7M Add +3.1%
MCO Moody's Corp. 1.97% 112,089 $44.1M Add +3.1%
ADBE Adobe Inc. 1.97% 87,026 $43.9M Add +23.8%
COST Costco Wholesale Corp. 1.97% 59,894 $43.9M Add +3.1%
ZTS Zoetis Inc. 1.74% 229,460 $38.8M Add +27.0%
SBUX Starbucks Corp. 1.72% 419,897 $38.4M Add +3.1%
DHR Danaher Corp. 1.68% 150,536 $37.6M Add +3.1%
WM Waste Management Inc. 1.65% 173,193 $36.9M Add +32.4%
HD Home Depot Inc. 1.60% 93,312 $35.8M Add +3.1%
UNP Union Pacific Corp. 1.49% 135,512 $33.3M Add +3.1%
AZO AutoZone Inc. 1.45% 10,295 $32.4M Add +36.1%
AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO 1.29% 115,418 $28.9M Add +38.5%
UNH Unitedhealth Group Inc. 1.29% 58,069 $28.7M New
CPRT Copart Inc. 1.23% 474,646 $27.5M Add +3.1%
TXN Texas Instruments Inc. 1.09% 139,369 $24.3M Add +3.1%
ISRG Intuitive Surgical Inc. 0.88% 48,934 $19.5M Add +3.1%
CMG Chipotle Mexican Grill Inc. 0.83% 6,363 $18.5M Add +3.1%
LRCX Lam Research Corp. 0.75% 17,267 $16.8M New
MSCI MSCI Inc. 0.66% 26,438 $14.8M New
BKNG Booking Holdings Inc. 0.55% 3,405 $12.4M Reduce -36.8%
IT Gartner Inc. 0.41% 19,239 $9.2M Add +3.1%
MELI MercadoLibre Inc. 0.35% 5,144 $7.8M No change
EL Estee Lauder Companies Class A filed as LAUDER ESTEE COS INC 0.08% 11,740 $1.8M No change
KOF Coca-Cola Femsa Sab-SP ADR 0.03% 5,985 $582K New
NBIS Nebius Group NV filed as YANDEX N V 0.00% 149,458 $0 No change

Portfolio Sells Q4 2023 → Q1 2024
MAC COPPER LTD Sold out 0.00% −2.24
GOOGL Alphabet Inc. Class A Reduce -5.8% 6.95% −0.79
CME Cme Group Inc. Sold out 0.00% −0.78
TEL Te Connectivity Ltd. Sold out 0.00% −0.60
MSFT Microsoft Corp. Reduce -2.5% 11.29% −0.45
BKNG Booking Holdings Inc. Reduce -36.8% 0.55% −0.42

Portfolio Buys Q4 2023 → Q1 2024
UNH Unitedhealth Group Inc. New 1.29% +1.29
META Meta Platforms Inc. Class A Add +3.1% 5.02% +1.00
LRCX Lam Research Corp. New 0.75% +0.75
APH Amphenol Corp. Class A Add +41.5% 2.20% +0.68
MSCI MSCI Inc. New 0.66% +0.66
WM Waste Management Inc. Add +32.4% 1.65% +0.46
AZO AutoZone Inc. Add +36.1% 1.45% +0.46
LIN Linde PLC Add +13.1% 3.96% +0.45
AMZN Amazon.com Inc. Add +3.1% 5.86% +0.43
CP Canadian Pacific Kansas City Add +14.3% 3.64% +0.39
AJG Arthur J Gallagher & Co. Add +38.5% 1.29% +0.34
TMO Thermo Fisher Scientific Inc. Add +20.6% 2.37% +0.33
KO The Coca-Cola Co. Add +25.5% 2.47% +0.32
CMG Chipotle Mexican Grill Inc. Add +3.1% 0.83% +0.11
CRM Salesforce Inc. Add +3.1% 2.66% +0.10
MA Mastercard Inc. Class A Add +3.1% 3.73% +0.10
CPRT Copart Inc. Add +3.1% 1.23% +0.09
MAR Marriott International Class A Add +3.1% 3.68% +0.06
ISRG Intuitive Surgical Inc. Add +3.1% 0.88% +0.06
KOF Coca-Cola Femsa Sab-SP ADR New 0.03% +0.03
COST Costco Wholesale Corp. Add +3.1% 1.97% +0.02
HD Home Depot Inc. Add +3.1% 1.60% +0.01
IT Gartner Inc. Add +3.1% 0.41% −0.02
DHR Danaher Corp. Add +3.1% 1.68% −0.03
ADSK Autodesk Inc. Add +3.1% 2.09% −0.06
ZTS Zoetis Inc. Add +27.0% 1.74% −0.07
ICE Intercontinental Exchange Inc. Add +3.1% 2.79% −0.08
TXN Texas Instruments Inc. Add +3.1% 1.09% −0.08
V Visa Inc. Class A Add +3.1% 3.96% −0.10
UNP Union Pacific Corp. Add +3.1% 1.49% −0.15
ADBE Adobe Inc. Add +23.8% 1.97% −0.16
MCO Moody's Corp. Add +3.1% 1.97% −0.18
ABT Abbott Laboratories Add +3.1% 3.65% −0.24
SBUX Starbucks Corp. Add +3.1% 1.72% −0.27
SPGI S&P Global Inc. Add +3.1% 2.74% −0.38
AAPL Apple Inc. Add +3.1% 4.26% −1.00

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 184$5.6BNVDA, GOOGL, AAPL, MSFT, AMZN
Q1 2026 185$5.3BNVDA, AMZN, GOOGL, C, AAPL
Q4 2025 177$7.2BMSFT, AMZN, TSLA, NVDA, GOOGL
Q3 2025 110$2.7BMSFT, GOOGL, AMZN, NVDA, META
Q2 2025 167$2.6BMSFT, AMZN, META, GOOGL, NVDA
Q1 2025 158$2.5BMSFT, AMZN, META, GOOGL, AAPL
Q4 2024 162$2.6BMSFT, AMZN, GOOGL, META, AAPL
Q3 2024 46$2.5BMSFT, GOOGL, AMZN, META, AAPL
Q2 2024 44$2.4BMSFT, GOOGL, AMZN, META, AAPL
Q1 2024 42$2.2BMSFT, GOOGL, AMZN, META, AAPL