United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 6, 2024), United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund reported 46 stock positions worth $2.5 billion. Its top holding was Microsoft (MSFT) at 10.1% of the portfolio, followed by Alphabet Class A (GOOGL, 6.2%) and Amazon.com (AMZN, 5.9%). Compared with Q2 2024, it opened 3 new positions, sold out of 1, added to 9 and reduced 14. The biggest buy was a new position in Blackstone (BX) and the biggest sale Alphabet Class A (GOOGL, shares −5%).
- Most Recent 13F
- Q2 2026
- Location
- MELBOURNE, C3
- CIK
- 0001730896
- Portfolio Value
- $2.5B (Q3 2024)
- SEC Filing
- 0001730896-24-000012 ↗ filed Nov 6, 2024
Holdings Value
Holdings 46 stocks · $2.5B
| MSFT Microsoft Corp. | 10.12% | 588,702 | $253.3M | Reduce -1.7% |
| GOOGL Alphabet Inc. Class A | 6.19% | 934,900 | $155.1M | Reduce -5.1% |
| AMZN Amazon.com Inc. | 5.94% | 798,739 | $148.8M | Add +4.4% |
| META Meta Platforms Inc. Class A | 4.92% | 215,168 | $123.2M | Reduce -0.1% |
| AAPL Apple Inc. | 4.78% | 513,721 | $119.7M | No change |
| LIN Linde PLC | 3.63% | 190,446 | $90.8M | No change |
| V Visa Inc. Class A | 3.48% | 316,460 | $87.0M | No change |
| MA Mastercard Inc. Class A | 3.41% | 172,684 | $85.3M | No change |
| ABT Abbott Laboratories | 3.27% | 717,259 | $81.8M | No change |
| CP Canadian Pacific Kansas City | 3.15% | 919,754 | $78.8M | No change |
| MAR Marriott International Class A | 2.95% | 297,372 | $73.9M | Reduce -8.7% |
| SPGI S&P Global Inc. | 2.71% | 131,353 | $67.9M | Reduce -8.6% |
| KO The Coca-Cola Co. | 2.59% | 902,916 | $64.9M | No change |
| ICE Intercontinental Exchange Inc. | 2.40% | 373,386 | $60.0M | Reduce -6.1% |
| TMO Thermo Fisher Scientific Inc. | 2.24% | 90,845 | $56.2M | No change |
| APH Amphenol Corp. Class A | 2.09% | 802,050 | $52.3M | Reduce -5.6% |
| NVDA Nvidia Corp. | 1.96% | 403,447 | $49.0M | Add +14.3% |
| UNH Unitedhealth Group Inc. | 1.92% | 82,329 | $48.1M | Add +41.8% |
| CRM Salesforce Inc. | 1.83% | 167,401 | $45.8M | Reduce -15.0% |
| ZTS Zoetis Inc. | 1.79% | 229,460 | $44.8M | No change |
| RIO Rio Tinto PLC-Spon ADR | 1.71% | 600,000 | $42.7M | Reduce -17.8% |
| ADBE Adobe Inc. | 1.68% | 81,450 | $42.2M | Reduce -6.4% |
| COST Costco Wholesale Corp. | 1.68% | 47,383 | $42.0M | Reduce -20.9% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.67% | 91,097 | $41.9M | No change |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 1.64% | 145,758 | $41.0M | No change |
| SBUX Starbucks Corp. | 1.64% | 419,897 | $40.9M | No change |
| HD Home Depot Inc. | 1.51% | 93,312 | $37.8M | No change |
| WM Waste Management Inc. | 1.44% | 173,193 | $36.0M | No change |
| LRCX Lam Research Corp. | 1.43% | 43,859 | $35.8M | Add +1.7% |
| MCO Moody's Corp. | 1.33% | 70,036 | $33.2M | Reduce -37.5% |
| ISRG Intuitive Surgical Inc. | 1.30% | 66,478 | $32.7M | No change |
| AZO AutoZone Inc. | 1.30% | 10,295 | $32.4M | No change |
| DHR Danaher Corp. | 1.29% | 116,176 | $32.3M | Reduce -22.8% |
| MSCI MSCI Inc. | 1.27% | 54,462 | $31.7M | Add +34.4% |
| CPRT Copart Inc. | 1.19% | 570,155 | $29.9M | Add +20.1% |
| EW Edwards Lifesciences Corp. | 1.19% | 450,233 | $29.7M | Add +422.3% |
| BX Blackstone Inc. | 1.12% | 182,715 | $28.0M | New |
| SHW The Sherwin-Williams Co. | 0.99% | 65,039 | $24.8M | Add +61.6% |
| WMT Walmart Inc. | 0.75% | 231,478 | $18.7M | New |
| CMG Chipotle Mexican Grill Inc. | 0.73% | 318,150 | $18.3M | No change |
| IT Gartner Inc. | 0.73% | 36,057 | $18.3M | No change |
| CDW CDW Corp. | 0.51% | 56,391 | $12.8M | New |
| MELI MercadoLibre Inc. | 0.35% | 4,287 | $8.8M | Reduce -16.7% |
| GEHC GE Healthcare Technology | 0.14% | 37,297 | $3.5M | Add +375.2% |
| KOF Coca-Cola Femsa Sab-SP ADR | 0.07% | 19,910 | $1.8M | No change |
| NBIS Nebius Group NV | 0.00% | 149,458 | $0 | No change |
Portfolio Sells Q2 2024 → Q3 2024
| GOOGL Alphabet Inc. Class A | Reduce -5.1% | 6.19% | −1.38 |
| MSFT Microsoft Corp. | Reduce -1.7% | 10.12% | −1.17 |
| UNP Union Pacific Corp. | Sold out | 0.00% | −0.69 |
| MCO Moody's Corp. | Reduce -37.5% | 1.33% | −0.66 |
| COST Costco Wholesale Corp. | Reduce -20.9% | 1.68% | −0.47 |
| MAR Marriott International Class A | Reduce -8.7% | 2.95% | −0.37 |
| ADBE Adobe Inc. | Reduce -6.4% | 1.68% | −0.35 |
| APH Amphenol Corp. Class A | Reduce -5.6% | 2.09% | −0.33 |
| RIO Rio Tinto PLC-Spon ADR | Reduce -17.8% | 1.71% | −0.32 |
| CRM Salesforce Inc. | Reduce -15.0% | 1.83% | −0.31 |
| DHR Danaher Corp. | Reduce -22.8% | 1.29% | −0.30 |
| MELI MercadoLibre Inc. | Reduce -16.7% | 0.35% | −0.01 |
| SPGI S&P Global Inc. | Reduce -8.6% | 2.71% | +0.01 |
| ICE Intercontinental Exchange Inc. | Reduce -6.1% | 2.40% | +0.10 |
| META Meta Platforms Inc. Class A | Reduce -0.1% | 4.92% | +0.34 |
Portfolio Buys Q2 2024 → Q3 2024
| BX Blackstone Inc. | New | 1.12% | +1.12 |
| EW Edwards Lifesciences Corp. | Add +422.3% | 1.19% | +0.85 |
| WMT Walmart Inc. | New | 0.75% | +0.75 |
| UNH Unitedhealth Group Inc. | Add +41.8% | 1.92% | +0.68 |
| CDW CDW Corp. | New | 0.51% | +0.51 |
| SHW The Sherwin-Williams Co. | Add +61.6% | 0.99% | +0.48 |
| MSCI MSCI Inc. | Add +34.4% | 1.27% | +0.44 |
| NVDA Nvidia Corp. | Add +14.3% | 1.96% | +0.12 |
| GEHC GE Healthcare Technology | Add +375.2% | 0.14% | +0.11 |
| CPRT Copart Inc. | Add +20.1% | 1.19% | +0.11 |
| AMZN Amazon.com Inc. | Add +4.4% | 5.94% | −0.29 |
| LRCX Lam Research Corp. | Add +1.7% | 1.43% | −0.51 |
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 |