Activity Feed

Free — 5 of 264

Data as of Q4 2025

All position changes for AustralianSuper Pty Ltd. Excludes unchanged positions.

Unique Stocks

264

Quarters

New Positions

Exits

5 position changes

Per page:

Quarter	Stock	Action	Shares	Change	Value	Weight	Conviction
2025-Q4	NVDA NVIDIA Corp	Increased	12.5M	+9.8%	$2.3B	10.8%	68
2025-Q4	AAPL Apple Inc	Increased	5.6M	+1.8%	$1.5B	7.1%	63
2025-Q4	MSFT Microsoft Corp	Decreased	2.7M	-15.3%	$1.3B	6.0%	0
2025-Q4	AVGO Broadcom Inc	Increased	3.1M	+33.9%	$1.1B	5.0%	80
2025-Q4	GOOGL Alphabet Inc	Increased	3.1M	+5.4%	$970.5M	4.5%	62
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