Perpetual Ltd Q3 2020 Filing

Filed December 8, 2020

Portfolio Value

$1.4T

Holdings

331

Report Date

Q3 2020

Filing Type

13F-HR

All Holdings (331 positions)

#StockSharesValue% PortfolioType
101
CRMSALESFORCE COM INC
23,009$5.8B0.42%
102
ISRGINTUITIVE SURGICAL INC
8,103$5.7B0.41%
103
CUBECUBESMART
175,975$5.7B0.41%
104
EDUNEW ORIENTAL ED & TECH GRP I
37,703$5.6B0.41%
105
HHC*HOWARD HUGHES CORP
89,896$5.2B0.37%
106
AREALEXANDRIA REAL ESTATE EQ IN
31,999$5.1B0.37%
107
ADSKAUTODESK INC
21,244$4.9B0.35%
108
AMTTD AMERITRADE HLDG CORP
124,750$4.9B0.35%
109
LMTLOCKHEED MARTIN CORP
12,153$4.7B0.34%
110
LYVLIVE NATION ENTERTAINMENT IN
86,444$4.7B0.34%
111
BAPCREDICORP LTD
37,512$4.7B0.33%
112
ACCUSDAMERICAN CAMPUS CMNTYS INC
132,535$4.6B0.33%
113
FTVFORTIVE CORP
60,165$4.6B0.33%
114
GOOGLALPHABET INC
3,125$4.6B0.33%
115
CIBEURBANCOLOMBIA S A
178,939$4.6B0.33%
116
ELSEQUITY LIFESTYLE PPTYS INC
74,547$4.6B0.33%
117
JOYYJOYY INC
54,791$4.4B0.32%
118
CLHCLEAN HARBORS INC
78,796$4.4B0.32%
119
CYRUSONE INC
61,987$4.3B0.31%
120
KTOSKRATOS DEFENSE & SEC SOLUTIO
223,170$4.3B0.31%
121
LIVNLIVANOVA PLC
93,067$4.2B0.30%
122
AXONAXON ENTERPRISE INC
46,323$4.2B0.30%
123
TEAMATLASSIAN CORP PLC
21,710$3.9B0.28%
124
SAPSAP SE
25,305$3.9B0.28%
125
KOPKOPPERS HOLDINGS INC
176,881$3.7B0.27%
126
LHXL3 HARRIS TECHNOLOGIES INC
21,662$3.7B0.26%
127
DEAEASTERLY GOVT PPTYS INC
158,763$3.6B0.26%
128
JNJJOHNSON AND JOHNSON
23,419$3.5B0.25%
129
APTVAPTIV PLC
38,013$3.5B0.25%
130
ANETEURARISTA NETWORKS INC
16,617$3.4B0.25%
131
ARMKARAMARK
129,455$3.4B0.25%
132
HRUSDHEALTHCARE RLTY TR
113,657$3.4B0.25%
133
REGNREGENERON PHARMACEUTICALS
5,953$3.3B0.24%
134
SMGSCOTTS MIRACLE GRO CO
21,553$3.3B0.24%
135
W3UWESTERN UN CO
145,623$3.1B0.22%
136
BIDUNBAIDU INC
24,191$3.1B0.22%
137
SBUXSTARBUCKS CORP
35,624$3.1B0.22%
138
LRCXEURLAM RESEARCH CORP
9,032$3.0B0.22%
139
MDLZMONDELEZ INTL INC
52,000$3.0B0.21%
140
EXPEAGLE MATLS INC
32,591$2.8B0.20%
141
DAYCERIDIAN HCM HLDG INC
33,821$2.8B0.20%
142
NFLXNETFLIX INC
5,574$2.8B0.20%
143
AG8AGILENT TECHNOLOGIES INC
27,207$2.7B0.20%
144
UEURBAN EDGE PPTYS
278,335$2.7B0.19%
145
PGPROCTER AND GAMBLE CO
19,253$2.7B0.19%
146
AALAMERICAN AIRLS GROUP INC
216,322$2.7B0.19%
147
QIWQIWI PLC
147,254$2.6B0.18%
148
EQREQUITY RESIDENTIAL
49,343$2.5B0.18%
149
TRVCCITIGROUP INC
57,821$2.5B0.18%
150
COLDAMERICOLD RLTY TR
69,696$2.5B0.18%
151
EXPDEXPEDITORS INTL WASH INC
27,455$2.5B0.18%
152
ITGARTNER INC
19,651$2.5B0.18%
153
ABBVABBVIE INC
27,600$2.4B0.17%
154
FQIDIGITAL RLTY TR INC
16,401$2.4B0.17%
155
IPOAGBPVIRGIN GALACTIC HOLDINGS INC
125,000$2.4B0.17%
156
PFEPFIZER INC
65,423$2.4B0.17%
157
CPTCAMDEN PPTY TR
25,751$2.3B0.16%
158
NDAQNASDAQ INC
17,893$2.2B0.16%
159
COSTCOSTCO WHSL CORP NEW
6,100$2.2B0.16%
160
BROADSTONE NET LEASE INC
127,592$2.1B0.15%
161
HOLIHOLLYSYS AUTOMATION TCHNGY L
179,798$2.0B0.14%
162
DREUSDDUKE REALTY CORP
51,781$1.9B0.14%
163
IPGINTERPUBLIC GROUP OF COS INC
114,011$1.9B0.14%
164
SYFSYNCHRONY FINANCIAL
72,321$1.9B0.14%
165
HDHOME DEPOT INC
6,798$1.9B0.14%
166
TAT&T INC
66,041$1.9B0.14%
167
FSLRFIRST SOLAR INC
27,991$1.9B0.13%
168
MRKMERCK & CO. INC
22,223$1.8B0.13%
169
TPRTAPESTRY INC
115,897$1.8B0.13%
170
HCAHCA HEALTHCARE INC
14,100$1.8B0.13%
171
BACVERIZON COMMUNICATIONS INC
29,152$1.7B0.12%
172
PEPPEPSICO INC
12,065$1.7B0.12%
173
KOCOCA COLA CO
33,738$1.7B0.12%
174
FOXFOX CORP
57,253$1.6B0.12%
175
FROGJFROG LTD
18,000$1.5B0.11%
176
CVCOCAVCO INDS INC DEL
8,201$1.5B0.11%
177
CVXCHEVRON CORP NEW
20,212$1.5B0.10%
178
JPMJP MORGAN CHASE & XO
14,811$1.4B0.10%
179
AMGNAMGEN INC
5,554$1.4B0.10%
180
TWSTTWIST BIOSCIENCE CORP
18,200$1.4B0.10%
181
TRNOTERRENO REALTY CORP
24,986$1.4B0.10%
182
XOMEXXON MOBIL CORP
35,644$1.2B0.09%
183
GHGUARDANT HEALTH INC
10,100$1.1B0.08%
184
INTCINTEL CORP
21,356$1.1B0.08%
185
WMTWALMART INC
7,852$1.1B0.08%
186
KEYSKEYSIGHT TECHNOLOGIES INC
11,000$1.1B0.08%
187
MMM3M CO
6,212$995.0M0.07%
188
CSCOCISCO SYS INC
25,222$993.0M0.07%
189
BMYBRISTOL-MYERS SQUIBB CO
16,344$985.0M0.07%
190
MCDMCDONALDS CORPOR
4,440$975.0M0.07%
191
GILDGILEAD SCIENCES INC
15,337$969.0M0.07%
192
IBMINTERNATIONAL BUSINESS MACHS
7,856$956.0M0.07%
193
UPSUNITED PARCEL SERVICE INC
5,674$945.0M0.07%
194
LBTYBLIBERTY GLOBAL PLC
41,273$848.0M0.06%
195
LLYLILLY ELI AND CO
5,700$844.0M0.06%
196
OVVOVINTIV INC
99,471$812.0M0.06%
197
WMGWARNER MUSIC GROUP CORP
28,000$805.0M0.06%
198
HP5AEQUITY COMWLTH
28,105$748.0M0.05%
199
DISDISNEY WALT CO
5,961$740.0M0.05%
200
ANGLVANECK VECTORS ETF TR
24,475$728.0M0.05%
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