Loftus Peak Pty Ltd reported 26 holdings worth US$734M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Oct 14, 2026
Loftus Peak Pty Ltd reported 26 holdings worth US$734M as of Jun 30, 2026. Largest: Nvidia Corporation, Taiwan Semiconductor Manufacturing Co., Ltd. and Eli Lilly And Company. Filed Oct 14, 2026 (Form 13F).
- Holdings
- 26
- Value as reported
- US$734M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Nvidia Corporation | 395K | US$79.1M | 10.8% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 129K | US$61.6M | 8.4% |
| Eli Lilly And Company | 45,587 | US$54.7M | 7.4% |
| Meta Platforms, Inc. | 83,565 | US$47.1M | 6.4% |
| Uber Technologies, Inc. | 520K | US$37.5M | 5.1% |
| Advanced Micro Devices Inc | 60,824 | US$35.3M | 4.8% |
| Alphabet Inc (google) Class C | 91,782 | US$32.8M | 4.5% |
| Microsoft Corp. | 84,579 | US$31.5M | 4.3% |
| Asml Holding Nv | 15,645 | US$31.1M | 4.2% |
| Amazon.com, Inc. | 129K | US$30.7M | 4.2% |
| Netflix, Inc. | 356K | US$25.4M | 3.5% |
| Broadcom Inc. | 65,061 | US$24.6M | 3.3% |
| Qualcomm Incorporated | 127K | US$23.4M | 3.2% |
| Mks Inc. | 47,436 | US$21.1M | 2.9% |
| Roku, Inc. | 133K | US$18.3M | 2.5% |
| Revolution Medicines, Inc. | 96,094 | US$18M | 2.5% |
| Moderna, Inc. | 256K | US$17.9M | 2.4% |
| Samsara Inc. | 541K | US$17.5M | 2.4% |
| Mercadolibre, Inc. | 10,274 | US$17.4M | 2.4% |
| Maplebear Inc. | 362K | US$17.2M | 2.3% |
| Datadog, Inc. | 63,473 | US$16.5M | 2.3% |
| Micron Technology, Inc. | 12,514 | US$14.4M | 2.0% |
| Sandisk Corporation | 6,284 | US$14.3M | 1.9% |
| Marvell Technology, Inc. | 18,096 | US$5.39M | 0.73% |
Source
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