Perpetual Ltd Q1 2025 Filing
Filed April 24, 2025
Portfolio Value
$8.3B
Holdings
411
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (411 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | VRTVERTIV HOLDINGS CO | 212,306 | $15.3B | 185.12% | |
| 102 | WCNWASTE CONNECTIONS INC | 78,499 | $15.3B | 185.05% | |
| 103 | AAPLAPPLE INC | 67,095 | $14.9B | 179.99% | |
| 104 | LENLENNAR CORP | 129,815 | $14.9B | 179.95% | |
| 105 | WTMWHITE MTNS INS GROUP LTD | 7,727 | $14.9B | 179.72% | |
| 106 | DARDARLING INGREDIENTS INC | 472,645 | $14.8B | 178.32% | |
| 107 | LNWOLIGHT & WONDER INC | 168,427 | $14.6B | 176.17% | |
| 108 | SAJACOMPANHIA DE SANEAMENTO BASI | 790,709 | $14.1B | 170.55% | |
| 109 | CIENCIENA CORP | 231,486 | $14.0B | 168.94% | |
| 110 | ARCOARCOS DORADOS HOLDINGS INC | 1,678,014 | $13.5B | 163.34% | |
| 111 | PNRPENTAIR PLC | 150,797 | $13.2B | 159.32% | |
| 112 | SCISERVICE CORP INTL | 162,809 | $13.1B | 157.69% | |
| 113 | BUDANHEUSER BUSCH INBEV SA/NV | 210,232 | $12.9B | 156.30% | |
| 114 | MLIMUELLER INDS INC | 163,804 | $12.5B | 150.63% | |
| 115 | STESTERIS PLC | 54,958 | $12.5B | 150.43% | |
| 116 | PAASPAN AMERN SILVER CORP | 481,755 | $12.4B | 150.28% | |
| 117 | LKQ1LKQ CORP | 290,038 | $12.3B | 149.01% | |
| 118 | WTSWATTS WATER TECHNOLOGIES INC | 58,817 | $12.0B | 144.85% | |
| 119 | AWRAMER STATES WTR CO | 152,187 | $12.0B | 144.61% | |
| 120 | CLHCLEAN HARBORS INC | 60,714 | $12.0B | 144.52% | |
| 121 | CCKCROWN HLDGS INC | 133,515 | $11.9B | 143.93% | |
| 122 | VLTOVERALTO CORP | 118,229 | $11.5B | 139.14% | |
| 123 | CPRTCOPART INC | 203,063 | $11.5B | 138.78% | |
| 124 | BMIBADGER METER INC | 59,103 | $11.2B | 135.80% | |
| 125 | WMSADVANCED DRAIN SYS INC DEL | 102,330 | $11.1B | 134.27% | |
| 126 | CNMCORE & MAIN INC | 223,671 | $10.8B | 130.50% | |
| 127 | METAMETA PLATFORMS INC | 18,017 | $10.4B | 125.41% | |
| 128 | NOMDNOMAD FOODS LTD | 505,605 | $9.9B | 119.99% | |
| 129 | SCHN1EURRADIUS RECYCLING INC | 342,466 | $9.9B | 119.45% | |
| 130 | JT5MUELLER WTR PRODS INC | 384,369 | $9.8B | 118.00% | |
| 131 | GLNGGOLAR LNG LTD | 249,142 | $9.5B | 114.31% | |
| 132 | ZWSZURN ELKAY WATER SOLNS CORP | 264,396 | $8.7B | 105.31% | |
| 133 | TTEKTETRA TECH INC NEW | 296,938 | $8.7B | 104.89% | |
| 134 | BPOPPOPULAR INC | 85,809 | $7.9B | 95.72% | |
| 135 | ACGLARCH CAP GROUP LTD | 75,738 | $7.3B | 87.98% | |
| 136 | EMBJEMBRAER S.A. | 152,511 | $7.0B | 85.10% | |
| 137 | ABEVAMBEV SA | 2,981,068 | $6.9B | 83.89% | |
| 138 | AOSSMITH A O CORP | 105,023 | $6.9B | 82.90% | |
| 139 | JNJJOHNSON & JOHNSON | 41,288 | $6.8B | 82.69% | |
| 140 | HLFHERBALIFE LTD | 748,663 | $6.5B | 78.03% | |
| 141 | VRSKVERISK ANALYTICS INC | 20,275 | $6.0B | 72.88% | |
| 142 | XOMEXXON MOBIL CORP | 47,179 | $5.6B | 67.76% | |
| 143 | HASIHA SUSTAINABLE INFRA CAP INC | 188,500 | $5.5B | 66.57% | |
| 144 | ITRIITRON INC | 51,134 | $5.4B | 64.69% | |
| 145 | SLBSCHLUMBERGER LTD | 121,761 | $5.1B | 61.47% | |
| 146 | 3M4MASIMO CORP | 30,209 | $5.0B | 60.78% | |
| 147 | AKXANSYS INC | 14,732 | $4.7B | 56.32% | |
| 148 | MDTMEDTRONIC PLC | 47,559 | $4.3B | 51.61% | |
| 149 | ABBVABBVIE INC | 19,387 | $4.1B | 49.06% | |
| 150 | VEEVVEEVA SYS INC | 17,510 | $4.1B | 48.98% | |
| 151 | BKNGBOOKING HOLDINGS INC | 865 | $4.0B | 48.13% | |
| 152 | AZULQAZUL S A | 2,389,876 | $3.9B | 47.33% | |
| 153 | MPWRMONOLITHIC PWR SYS INC | 6,532 | $3.8B | 45.75% | |
| 154 | BACVERIZON COMMUNICATIONS INC | 81,178 | $3.7B | 44.47% | |
| 155 | VRRMVERRA MOBILITY CORP | 163,443 | $3.7B | 44.43% | |
| 156 | COPCONOCOPHILLIPS | 34,750 | $3.6B | 44.07% | |
| 157 | TAT&T INC | 127,700 | $3.6B | 43.61% | |
| 158 | WELLWELLTOWER INC | 23,554 | $3.6B | 43.58% | |
| 159 | PFEPFIZER INC | 136,764 | $3.5B | 41.85% | |
| 160 | OREALTY INCOME CORP | 57,488 | $3.3B | 40.28% | |
| 161 | CMCSACOMCAST CORP NEW | 86,931 | $3.2B | 38.74% | |
| 162 | NOWSERVICENOW INC | 3,895 | $3.1B | 37.45% | |
| 163 | PODDINSULET CORP | 11,795 | $3.1B | 37.41% | |
| 164 | JPMJPMORGAN CHASE & CO. | 12,130 | $3.0B | 35.94% | |
| 165 | MSAMSA SAFETY INC | 20,269 | $3.0B | 35.91% | |
| 166 | TALTAL EDUCATION GROUP | 221,634 | $2.9B | 35.36% | |
| 167 | IBMINTERNATIONAL BUSINESS MACHS | 11,624 | $2.9B | 34.91% | |
| 168 | CVXCHEVRON CORP NEW | 17,212 | $2.9B | 34.77% | |
| 169 | GEGE AEROSPACE | 14,096 | $2.8B | 34.07% | |
| 170 | AG8AGILENT TECHNOLOGIES INC | 24,098 | $2.8B | 34.05% | |
| 171 | AMTAMERICAN TOWER CORP NEW | 12,941 | $2.8B | 34.01% | |
| 172 | EQIXEQUINIX INC | 3,450 | $2.8B | 33.97% | |
| 173 | PTCPTC INC | 17,677 | $2.7B | 33.08% | |
| 174 | LRNSTRIDE INC | 21,371 | $2.7B | 32.65% | |
| 175 | CRMSALESFORCE INC | 10,022 | $2.7B | 32.48% | |
| 176 | AFYAAFYA LTD | 148,450 | $2.7B | 32.15% | |
| 177 | ANETARISTA NETWORKS INC | 34,225 | $2.7B | 32.03% | |
| 178 | GOOGALPHABET INC | 16,626 | $2.6B | 31.37% | |
| 179 | NOCNORTHROP GRUMMAN CORP | 4,996 | $2.6B | 30.89% | |
| 180 | WITWIPRO LTD | 820,300 | $2.5B | 30.31% | |
| 181 | MAMASTERCARD INCORPORATED | 4,561 | $2.5B | 30.19% | |
| 182 | TEAMATLASSIAN CORPORATION | 11,680 | $2.5B | 29.93% | |
| 183 | ACNACCENTURE PLC IRELAND | 7,838 | $2.4B | 29.54% | |
| 184 | CSCOCISCO SYS INC | 38,037 | $2.3B | 28.35% | |
| 185 | ADBEADOBE INC | 6,044 | $2.3B | 28.00% | |
| 186 | WMTWALMART INC | 26,297 | $2.3B | 27.88% | |
| 187 | AVBAVALONBAY CMNTYS INC | 10,600 | $2.3B | 27.47% | |
| 188 | PANWPALO ALTO NETWORKS INC | 12,949 | $2.2B | 26.69% | |
| 189 | ULUNILEVER PLC | 36,909 | $2.2B | 26.54% | |
| 190 | GEVGE VERNOVA INC | 7,079 | $2.2B | 26.10% | |
| 191 | PGPROCTER AND GAMBLE CO | 12,553 | $2.1B | 25.84% | |
| 192 | CNCCENTENE CORP DEL | 35,148 | $2.1B | 25.77% | |
| 193 | OVVOVINTIV INC | 49,609 | $2.1B | 25.64% | |
| 194 | RBLXROBLOX CORP | 35,962 | $2.1B | 25.32% | |
| 195 | FQIDIGITAL RLTY TR INC | 14,560 | $2.1B | 25.20% | |
| 196 | PAGSPAGSEGURO DIGITAL LTD | 272,741 | $2.1B | 25.13% | |
| 197 | ABNBAIRBNB INC | 17,236 | $2.1B | 24.87% | |
| 198 | CBCHUBB LIMITED | 6,795 | $2.1B | 24.78% | |
| 199 | FTNTFORTINET INC | 21,226 | $2.0B | 24.68% | |
| 200 | KOCOCA COLA CO | 28,438 | $2.0B | 24.60% |