United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 7, 2024), United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund reported 44 stock positions worth $2.4 billion. Its top holding was Microsoft (MSFT) at 11.3% of the portfolio, followed by Alphabet Class A (GOOGL, 7.6%) and Amazon.com (AMZN, 6.2%). Compared with Q1 2024, it opened 6 new positions, sold out of 4, added to 7 and reduced 5. The biggest buy was a new position in Rio Tinto PLC-Spon ADR (RIO) and the biggest sale an exit from Autodesk (ADSK).
- Most Recent 13F
- Q2 2026
- Location
- MELBOURNE, C3
- CIK
- 0001730896
- Portfolio Value
- $2.4B (Q2 2024)
- SEC Filing
- 0001730896-24-000006 ↗ filed Aug 7, 2024
Holdings Value
Holdings 44 stocks · $2.4B
| MSFT Microsoft Corp. | 11.29% | 598,927 | $267.7M | No change |
| GOOGL Alphabet Inc. Class A | 7.57% | 985,451 | $179.5M | Reduce -4.2% |
| AMZN Amazon.com Inc. | 6.24% | 765,009 | $147.8M | Add +5.5% |
| META Meta Platforms Inc. Class A | 4.58% | 215,284 | $108.6M | Reduce -6.6% |
| AAPL Apple Inc. | 4.56% | 513,721 | $108.2M | Reduce -7.3% |
| LIN Linde PLC | 3.53% | 190,446 | $83.6M | No change |
| V Visa Inc. Class A | 3.50% | 316,460 | $83.1M | No change |
| MAR Marriott International Class A | 3.32% | 325,617 | $78.7M | No change |
| MA Mastercard Inc. Class A | 3.21% | 172,684 | $76.2M | No change |
| ABT Abbott Laboratories | 3.14% | 717,259 | $74.5M | No change |
| CP Canadian Pacific Kansas City | 3.05% | 919,754 | $72.4M | No change |
| SPGI S&P Global Inc. | 2.71% | 143,782 | $64.1M | No change |
| KO The Coca-Cola Co. | 2.42% | 902,916 | $57.5M | No change |
| APH Amphenol Corp. Class A | 2.41% | 849,734 | $57.2M | No change |
| ICE Intercontinental Exchange Inc. | 2.30% | 397,818 | $54.5M | Reduce -12.3% |
| COST Costco Wholesale Corp. | 2.15% | 59,894 | $50.9M | No change |
| CRM Salesforce Inc. | 2.14% | 196,906 | $50.6M | No change |
| TMO Thermo Fisher Scientific Inc. | 2.12% | 90,845 | $50.2M | No change |
| ADBE Adobe Inc. | 2.04% | 87,026 | $48.3M | No change |
| RIO Rio Tinto PLC-Spon ADR | 2.03% | 730,000 | $48.1M | New |
| MCO Moody's Corp. | 1.99% | 112,089 | $47.2M | No change |
| LRCX Lam Research Corp. | 1.94% | 43,131 | $45.9M | Add +149.8% |
| NVDA Nvidia Corp. | 1.84% | 352,840 | $43.6M | New |
| ZTS Zoetis Inc. | 1.68% | 229,460 | $39.8M | No change |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 1.59% | 145,758 | $37.8M | Add +26.3% |
| DHR Danaher Corp. | 1.59% | 150,536 | $37.6M | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 1.56% | 91,097 | $37.1M | New |
| WM Waste Management Inc. | 1.56% | 173,193 | $36.9M | No change |
| SBUX Starbucks Corp. | 1.38% | 419,897 | $32.7M | No change |
| HD Home Depot Inc. | 1.35% | 93,312 | $32.1M | No change |
| AZO AutoZone Inc. | 1.29% | 10,295 | $30.5M | No change |
| ISRG Intuitive Surgical Inc. | 1.25% | 66,478 | $29.6M | Add +35.9% |
| UNH Unitedhealth Group Inc. | 1.25% | 58,069 | $29.6M | No change |
| CPRT Copart Inc. | 1.08% | 474,646 | $25.7M | No change |
| CMG Chipotle Mexican Grill Inc. | 0.84% | 318,150 | $19.9M | No change |
| MSCI MSCI Inc. | 0.82% | 40,531 | $19.5M | Add +53.3% |
| UNP Union Pacific Corp. | 0.69% | 72,571 | $16.4M | Reduce -46.5% |
| IT Gartner Inc. | 0.68% | 36,057 | $16.2M | Add +87.4% |
| SHW The Sherwin-Williams Co. | 0.51% | 40,245 | $12.0M | New |
| MELI MercadoLibre Inc. | 0.36% | 5,144 | $8.5M | No change |
| EW Edwards Lifesciences Corp. | 0.34% | 86,203 | $8.0M | New |
| KOF Coca-Cola Femsa Sab-SP ADR | 0.07% | 19,910 | $1.7M | Add +232.7% |
| GEHC GE Healthcare Technology | 0.03% | 7,849 | $612K | New |
| NBIS Nebius Group NV filed as YANDEX N V | 0.00% | 149,458 | $0 | No change |
Portfolio Sells Q1 2024 → Q2 2024
| ADSK Autodesk Inc. | Sold out | 0.00% | −2.09 |
| TXN Texas Instruments Inc. | Sold out | 0.00% | −1.09 |
| UNP Union Pacific Corp. | Reduce -46.5% | 0.69% | −0.80 |
| BKNG Booking Holdings Inc. | Sold out | 0.00% | −0.55 |
| ICE Intercontinental Exchange Inc. | Reduce -12.3% | 2.30% | −0.50 |
| META Meta Platforms Inc. Class A | Reduce -6.6% | 4.58% | −0.44 |
| EL Estee Lauder Companies Class A | Sold out | 0.00% | −0.08 |
| AAPL Apple Inc. | Reduce -7.3% | 4.56% | +0.31 |
| GOOGL Alphabet Inc. Class A | Reduce -4.2% | 7.57% | +0.62 |
Portfolio Buys Q1 2024 → Q2 2024
| RIO Rio Tinto PLC-Spon ADR | New | 2.03% | +2.03 |
| NVDA Nvidia Corp. | New | 1.84% | +1.84 |
| BRK.B Berkshire Hathaway Inc. Class B | New | 1.56% | +1.56 |
| LRCX Lam Research Corp. | Add +149.8% | 1.94% | +1.19 |
| SHW The Sherwin-Williams Co. | New | 0.51% | +0.51 |
| AMZN Amazon.com Inc. | Add +5.5% | 6.24% | +0.38 |
| ISRG Intuitive Surgical Inc. | Add +35.9% | 1.25% | +0.37 |
| EW Edwards Lifesciences Corp. | New | 0.34% | +0.34 |
| AJG Arthur J Gallagher & Co. | Add +26.3% | 1.59% | +0.30 |
| IT Gartner Inc. | Add +87.4% | 0.68% | +0.27 |
| MSCI MSCI Inc. | Add +53.3% | 0.82% | +0.16 |
| KOF Coca-Cola Femsa Sab-SP ADR | Add +232.7% | 0.07% | +0.05 |
| GEHC GE Healthcare Technology | New | 0.03% | +0.03 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 184 | $5.6B | NVDA, GOOGL, AAPL, MSFT, AMZN |
| Q1 2026 | 185 | $5.3B | NVDA, AMZN, GOOGL, C, AAPL |
| Q4 2025 | 177 | $7.2B | MSFT, AMZN, TSLA, NVDA, GOOGL |
| Q3 2025 | 110 | $2.7B | MSFT, GOOGL, AMZN, NVDA, META |
| Q2 2025 | 167 | $2.6B | MSFT, AMZN, META, GOOGL, NVDA |
| Q1 2025 | 158 | $2.5B | MSFT, AMZN, META, GOOGL, AAPL |
| Q4 2024 | 162 | $2.6B | MSFT, AMZN, GOOGL, META, AAPL |
| Q3 2024 | 46 | $2.5B | MSFT, GOOGL, AMZN, META, AAPL |
| Q2 2024 | 44 | $2.4B | MSFT, GOOGL, AMZN, META, AAPL |
| Q1 2024 | 42 | $2.2B | MSFT, GOOGL, AMZN, META, AAPL |