Alphinity Investment Management Pty Ltd
Institutional investor · Portfolio as of Q3 2025
Top Holdings30 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 1.5M | $795.8M | 7.8% | $367.39 | +39.81% | 10 qtrssince 2023-Q2 | Decreased 0 |
NVIDIA CORP | 3.9M | $724.5M | 7.1% | $115.66 | +57.22% | 10 qtrssince 2023-Q2 | Decreased 0 |
JPMORGAN CHASE & CO | 2M | $624M | 6.1% | $287.92 | +8.62% | 2 qtrssince 2025-Q2 | Increased 73 |
CRH PLC | 4.2M | $503.6M | 4.9% | $86.66 | +36.83% | 3 qtrssince 2025-Q1 | Decreased 0 |
MORGAN STANLEY | 3.1M | $500.5M | 4.9% | $98.97 | +57.05% | 5 qtrssince 2024-Q3 | Decreased 0 |
LINDE PLC | 1M | $478.1M | 4.7% | $404.47 | +17.37% | 10 qtrssince 2023-Q2 | Decreased 0 |
COCA-COLA CO/THE | 7.2M | $476.6M | 4.7% | $68.63 | -4.44% | 5 qtrssince 2024-Q3 | Decreased 0 |
CBRE GROUP INC - A | 3M | $469M | 4.6% | $129.68 | +22.58% | 4 qtrssince 2024-Q4 | Decreased 0 |
MOTOROLA SOLUTIONS INC | 995,095 | $455M | 4.4% | $353.78 | +27.95% | 8 qtrssince 2023-Q4 | Decreased 0 |
TAIWAN SEMICONDUCTOR SPONSORED ADR /1 ADR REPS 5 ORD SHS/ | 1.6M | $454M | 4.4% | $184.09 | +48.02% | 4 qtrssince 2024-Q4 | Decreased 0 |
AMPHENOL CORP-CL A | 3.6M | $440.6M | 4.3% | $98.08 | +25.49% | 2 qtrssince 2025-Q2 | Decreased 0 |
O'REILLY AUTOMOTIVE INC | 4M | $435.6M | 4.3% | $107.55 | 0.00% | 1 qtr | New 87 |
PARKER HANNIFIN CORP | 561,945 | $426M | 4.2% | $491.65 | +52.66% | 9 qtrssince 2023-Q3 | Decreased 0 |
VEEVA SYSTEMS INC-CLASS A | 1.4M | $422.2M | 4.1% | $293.00 | 0.00% | 1 qtr | New 87 |
SERVICENOW INC | 446,844 | $411.2M | 4.0% | $205.07 | -8.24% | 4 qtrssince 2024-Q4 | Decreased 0 |
META PLATFORMS INC-CLASS A | 528,917 | $388.4M | 3.8% | $742.79 | 0.00% | 1 qtr | New 87 |
COSTCO WHOLESALE CORP | 408,002 | $377.7M | 3.7% | $712.70 | +29.12% | 8 qtrssince 2023-Q4 | Decreased 0 |
INTUITIVE SURGICAL INC | 770,716 | $344.7M | 3.4% | $345.80 | +27.01% | 12 qtrssince 2022-Q4 | Decreased 0 |
NETFLIX INC | 285,541 | $342.3M | 3.3% | $70.84 | +7.31% | 5 qtrssince 2024-Q3 | Decreased 0 |
BOOKING HOLDINGS INC | 62,115 | $335.4M | 3.3% | $230.21 | -6.58% | 2 qtrssince 2025-Q2 | Decreased 0 |
Alphinity Investment Management Pty Ltd manages $10.2B across 30 positions as of Q3 2025. Top holdings: MSFT (7.8%), NVDA (7.1%), JPM (6.1%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 2/5.0.
Added 5 new positions, exited 5, increased 7, trimmed 18. Top move: ORLY (NEW, conviction 87). Portfolio: $10.2B across 30 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer