PERPETUAL INVESTMENT MANAGEMENT LTD
Latest 13F filing data - Q4 2022
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | CSCO | 27K | $1.31M |
 | RUN | 27K | $652.10K |
 | SDGR | 27K | $502.76K |
 | AAPL | 26K | $3.38M |
 | KMI | 26K | $470.08K |
 | MSFT | 25K | $6.06M |
 | MTCH | 24K | $995.76K |
 | AMCR | 23K | $276.95K |
 | OMCL | 23K | $1.16M |
 | HDB | 23K | $1.55M |
 | CGNX | 22K | $1.04M |
 | EWBC | 22K | $1.43M |
 | TSM | 21K | $1.58M |
 | NET | 20K | $921.15K |
 | META | 19K | $2.29M |
 | JNJ | 18K | $3.15M |
 | NKE | 18K | $2.07M |
 | PLD | 18K | $1.97M |
 | ITUB | 17K | $81.59K |
 | MKC | 17K | $1.42M |
Cisco Systems, Inc.
CSCO
Shares Held
27K
Value
$1.31M
Sunrun Inc.
RUN
Shares Held
27K
Value
$652.10K
Schrödinger, Inc.
SDGR
Shares Held
27K
Value
$502.76K
Apple Inc.
AAPL
Shares Held
26K
Value
$3.38M
Kinder Morgan, Inc.
KMI
Shares Held
26K
Value
$470.08K
Microsoft Corporation
MSFT
Shares Held
25K
Value
$6.06M
Match Group, Inc.
MTCH
Shares Held
24K
Value
$995.76K
Amcor plc
AMCR
Shares Held
23K
Value
$276.95K
Omnicell, Inc.
OMCL
Shares Held
23K
Value
$1.16M
HDFC Bank Limited
HDB
Shares Held
23K
Value
$1.55M
Cognex Corporation
CGNX
Shares Held
22K
Value
$1.04M
East West Bancorp, Inc.
EWBC
Shares Held
22K
Value
$1.43M
Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
21K
Value
$1.58M
Cloudflare, Inc.
NET
Shares Held
20K
Value
$921.15K
Meta Platforms, Inc.
META
Shares Held
19K
Value
$2.29M
Johnson & Johnson
JNJ
Shares Held
18K
Value
$3.15M
NIKE, Inc.
NKE
Shares Held
18K
Value
$2.07M
Prologis, Inc.
PLD
Shares Held
18K
Value
$1.97M
Itaú Unibanco Holding S.A.
ITUB
Shares Held
17K
Value
$81.59K
McCormick & Company, Incorporated
MKC
Shares Held
17K
Value
$1.42M