Perpetual Ltd Q3 2023 Filing

Filed October 10, 2023

Portfolio Value

$9.7B

Holdings

442

Report Date

Q3 2023

Filing Type

13F-HR

All Holdings (442 positions)

#StockSharesValue% PortfolioType
1
LINLINDE PLC
1,022,767$380.8T3934527.58%
2
HSICHENRY SCHEIN INC
4,279,046$317.7T3282524.25%
3
GXOGXO LOGISTICS INCORPORATED
5,097,684$299.0T3088911.44%
4
APTVAPTIV PLC
2,589,084$255.3T2637202.85%
5
MLB1MERCADOLIBRE INC
200,883$254.7T2631393.92%
6
ACNACCENTURE PLC IRELAND
821,084$252.2T2605230.05%
7
GLOBGLOBANT S A
1,262,776$249.8T2581231.19%
8
TMOTHERMO FISHER SCIENTIFIC INC
468,171$237.0T2448304.55%
9
ITUBITAU UNIBANCO HLDG S A
42,617,658$228.9T2364440.53%
10
ELVELEVANCE HEALTH INC
522,305$227.4T2349617.06%
11
UNHUNITEDHEALTH GROUP INC
443,915$223.8T2312376.66%
12
GOOGLALPHABET INC
1,708,193$223.5T2309448.46%
13
MSFTMICROSOFT CORP
706,663$223.1T2305261.74%
14
4I1PHILIP MORRIS INTL INC
2,385,772$220.9T2281973.75%
15
SRESEMPRA
3,158,133$214.8T2219705.82%
16
ICEINTERCONTINENTAL EXCHANGE IN
1,690,089$185.9T1921081.31%
17
PEOEXELON CORP
4,853,971$183.4T1895128.08%
18
ADBEADOBE INC
355,978$181.5T1875308.40%
19
AERAERCAP HOLDINGS NV
2,451,255$153.6T1587130.78%
20
CMSCMS ENERGY CORP
2,465,221$130.9T1352685.05%
21
TSMTAIWAN SEMICONDUCTOR MFG LTD
1,483,724$128.9T1332101.84%
22
PEGPUBLIC SVC ENTERPRISE GRP IN
2,213,721$126.0T1301595.38%
23
FISFIDELITY NATL INFORMATION SV
2,151,875$118.9T1228771.22%
24
ATOATMOS ENERGY CORP
1,103,536$116.9T1207730.42%
25
TSTENARIS S A
3,490,018$110.3T1139408.03%
26
CHKPCHECK POINT SOFTWARE TECH LT
817,981$109.0T1126348.36%
27
NXPINXP SEMICONDUCTORS N V
539,525$107.9T1114377.53%
28
GPNGLOBAL PMTS INC
899,819$103.8T1072724.22%
29
AMZNAMAZON COM INC
797,041$101.3T1046788.82%
30
PTCPTC INC
705,461$99.9T1032633.20%
31
AKXANSYS INC
325,863$97.0T1001750.42%
32
VRTXVERTEX PHARMACEUTICALS INC
267,506$93.0T961064.88%
33
LBTYBLIBERTY GLOBAL PLC
4,922,786$91.4T943959.71%
34
CNHICNH INDL N V
7,498,620$90.7T937413.59%
35
FCXFREEPORT-MCMORAN INC
2,418,399$90.2T931718.82%
36
RGENREPLIGEN CORP
558,877$88.9T918132.17%
37
REGNREGENERON PHARMACEUTICALS
106,554$87.7T905968.33%
38
HDBHDFC BANK LTD
1,416,711$83.6T863716.88%
39
TPGTPG INC
2,731,839$82.3T850108.97%
40
PGRPROGRESSIVE CORP
582,144$81.1T837811.02%
41
SPGIS&P GLOBAL INC
219,357$80.2T828126.06%
42
INTUINTUIT
154,874$79.1T817547.41%
43
GTLSCHART INDS INC
452,959$76.6T791440.72%
44
ABEVAMBEV SA
29,186,653$75.3T777980.18%
45
DTDYNATRACE INC
1,557,062$72.8T751737.50%
46
ABXBARRICK GOLD CORP
4,814,733$70.1T723768.59%
47
LBTYBLIBERTY GLOBAL PLC
4,036,201$69.1T713906.07%
48
ARESARES MANAGEMENT CORPORATION
671,518$69.1T713692.16%
49
PRGOPERRIGO CO PLC
1,876,506$60.0T619420.18%
50
WTWWILLIS TOWERS WATSON PLC LTD
269,199$56.3T581167.25%
51
FMXFOMENTO ECONOMICO MEXICANO S
514,495$56.2T580188.91%
52
MRKMERCK & CO INC
545,144$56.1T579831.92%
53
CXCEMEX SAB DE CV
7,941,376$51.6T533302.53%
54
ACGLARCH CAP GROUP LTD
646,162$51.5T532131.24%
55
WFCWELLS FARGO CO NEW
1,162,180$47.5T490609.88%
56
CLVTCLARIVATE PLC
6,920,214$46.4T479740.71%
57
DPZDOMINOS PIZZA INC
116,657$44.2T456534.75%
58
PHGKONINKLIJKE PHILIPS N V
2,041,922$40.7T420657.69%
59
APDAIR PRODS & CHEMS INC
136,956$38.8T401000.98%
60
CMCSACOMCAST CORP NEW
858,483$38.1T393271.00%
61
CITHE CIGNA GROUP
132,461$37.9T391493.80%
62
ALSALLSTATE CORP
310,330$34.6T357200.83%
63
IBNICICI BANK LIMITED
1,379,708$31.9T329563.83%
64
ORCLORACLE CORP
292,975$31.0T320607.05%
65
ETRENTERGY CORP NEW
325,514$30.1T311082.75%
66
HALHALLIBURTON CO
736,718$29.8T308262.60%
67
BHPBHP GROUP LTD
521,309$29.7T306351.03%
68
JAZZJAZZ PHARMACEUTICALS PLC
227,700$29.5T304506.15%
69
QCOMQUALCOMM INC
263,109$29.2T301896.32%
70
ADIANALOG DEVICES INC
151,191$26.5T273496.52%
71
FLEXFLEX LTD
973,357$26.3T271318.02%
72
AZULQAZUL S A
3,014,802$25.9T267557.10%
73
MDTMEDTRONIC PLC
329,983$25.9T267147.14%
74
LADLITHIA MTRS INC
87,019$25.7T265513.24%
75
RLRALPH LAUREN CORP
221,179$25.7T265279.22%
76
TMETENCENT MUSIC ENTMT GROUP
3,977,522$25.4T262178.93%
77
HESHESS CORP
156,851$24.0T247938.09%
78
AIGAMERICAN INTL GROUP INC
387,220$23.5T242434.79%
79
ECLECOLAB INC
131,595$22.3T230312.40%
80
XYLXYLEM INC
240,945$21.9T226603.27%
81
G7AGRUPO AEROPORTUARIO DEL CENT
252,209$21.9T226461.75%
82
METAMETA PLATFORMS INC
72,236$21.7T224049.19%
83
WTMWHITE MTNS INS GROUP LTD
14,476$21.7T223694.18%
84
LNWOLIGHT & WONDER INC
292,890$20.9T215844.66%
85
XOMEXXON MOBIL CORP
174,538$20.5T212025.45%
86
TXNTEXAS INSTRS INC
128,593$20.4T211254.66%
87
DDDUPONT DE NEMOURS INC
260,125$19.4T200459.77%
88
NFLXNETFLIX INC
50,406$19.0T196643.12%
89
PNWPINNACLE WEST CAP CORP
257,820$19.0T196259.53%
90
BABOEING CO
96,435$18.5T190974.78%
91
USBUS BANCORP DEL
537,127$17.8T183461.26%
92
NEMNEWMONT CORP
464,870$17.2T177464.10%
93
ABCAM PLC
734,191$16.6T171655.67%
94
AXTAAXALTA COATING SYS LTD
600,733$16.2T166954.57%
95
AFYAAFYA LTD
1,016,669$16.1T165959.15%
96
FERGFERGUSON PLC NEW
93,719$15.4T159249.79%
97
NTRSNORTHERN TR CORP
220,635$15.3T158379.42%
98
PSAPUBLIC STORAGE
57,309$15.1T156027.43%
99
UNPUNION PAC CORP
72,242$14.7T151983.36%
100
CTSHCOGNIZANT TECHNOLOGY SOLUTIO
213,717$14.5T149571.48%
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