IFM Investors Pty LtdIFM Investors Pty Ltd

Institutional investor · Portfolio as of Q3 2026

Top Holdings631 positions

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Activity:

NVIDIA CORP

5.4M$1.2B7.8%———
Increased
64

APPLE INC

3.5M$1.2B7.2%———
Increased
64

MICROSOFT CORP

1.7M$855.3M5.4%———
Increased
64

AMAZON.COM INC

2.2M$558.8M3.5%———
Increased
59

ALPHABET INC-CL A

1.4M$471.2M2.9%———
Increased
56

ALPHABET INC-CL C

1.1M$381.1M2.4%———
Increased
55

BROADCOM INC

1.1M$375.2M2.3%———
Increased
55

META PLATFORMS INC-CLASS A

510,027$369.9M2.3%———
Increased
55

MICRON TECHNOLOGY INC

266,728$284.1M1.8%———
Increased
50

TESLA INC

676,390$240M1.5%———
Increased
51

ADVANCED MICRO DEVICES

385,317$235.7M1.5%———
Increased
50

ELI LILLY & CO

189,074$218.8M1.4%———
Increased
50

JPMORGAN CHASE & CO

615,692$203.7M1.3%———
Increased
49

BERKSHIRE HATHAWAY INC-CL B

322,718$160.7M1.0%———
Increased
51
960,084$156.3M1.0%———
New
59

JOHNSON & JOHNSON

579,754$153.5M1.0%———
Increased
44

VISA INC-CLASS A SHARES

394,127$141.6M0.9%———
Increased
43

Intel Corp

1M$124.9M0.8%———
Increased
44

ABBVIE INC

418,448$109.5M0.7%———
Increased
44

MASTERCARD INCORPORATED

191,460$105.6M0.7%———
Increased
43
$16B
AUM
631
Positions
Q3 2026
Filing
HI score · 3.0/5
Quarterly 13F Value Change
-6%Q1'25$9.2B+14%Q2'25$10.5B+8%Q3'25$11.4B+5%Q4'25$12B+0%Q1'26$12B+26%Q2'26$15.1B
Activity profile
$ moved · Q3'26
New11%Increased75%Decreased5%Exited9%
Composition
Equity vs derivatives
Equity100%Puts0%Calls0%
Holding period
Avg 5.5 years
<1Q2%1-4Q11%1-2Y2%2Y+85%

IFM Investors Pty Ltd manages $16B across 631 positions as of Q3 2026. Top holdings: NVDA (7.8%), AAPL (7.2%), MSFT (5.4%). Fund DNA: Steady Compounder. HoldingsIntel Score: 3/5.0.

Q3 2026 Summary

Active quarter - 15 new positions, 25 exits, 494 increased. Top move: NVDA (INCREASED, conviction 64). Portfolio: $16.0B across 631 positions.

Top holdings by portfolio weight

Total AUM$16B
NVDA7.76%
AAPL7.22%
MSFT5.35%
AMZN3.50%
GOOGL2.95%
GOOG2.39%
AVGO2.35%
META2.32%
MU1.78%
TSLA1.50%
Other1.48%

Portfolio allocation by GICS sector

Sectors11
Technology39.88%
Financial Services10.97%
Communication Services9.99%
Healthcare9.34%
Consumer Cyclical8.68%
Industrials6.71%
Consumer Defensive4.02%
Real Estate3.32%
Utilities2.46%
Energy2.44%
Other2.19%

Behavioral investing profile

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Steady Compounder- primarily Technology, Financial Services
Compare DNA across all funds
7-dimension, SEC 13F-derived research score
Solid(3.0 / 5.0)
Holdings P&L69
Conviction43
Concentration52
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Accumulation Streaks

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7Q
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer

Verify source filings on SEC EDGAR

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