ALPHINITY INVESTMENT MANAGEMENT PTY LTD
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | KO | 7.19M | $476.59M |
 | CRH | 4.20M | $503.63M |
 | ORLY | 4.04M | $435.62M |
 | NVDA | 3.88M | $724.50M |
 | APH | 3.56M | $440.60M |
 | MS | 3.15M | $500.49M |
 | CBRE | 2.98M | $469.00M |
 | JPM | 1.98M | $623.98M |
 | TSM | 1.63M | $454.00M |
 | MSFT | 1.54M | $795.84M |
 | VEEV | 1.42M | $422.24M |
 | LIN | 1.01M | $478.10M |
 | MSI | 995K | $455.05M |
 | AXP | 788K | $261.58M |
 | ISRG | 771K | $344.69M |
 | AAPL | 727K | $185.11M |
 | AVGO | 714K | $235.49M |
 | AMZN | 610K | $134.03M |
 | PH | 562K | $426.04M |
 | META | 529K | $388.43M |
The Coca-Cola Company
KO
Shares Held
7.19M
Value
$476.59M
CRH plc
CRH
Shares Held
4.20M
Value
$503.63M
O'Reilly Automotive, Inc.
ORLY
Shares Held
4.04M
Value
$435.62M
NVIDIA Corporation
NVDA
Shares Held
3.88M
Value
$724.50M
Amphenol Corporation
APH
Shares Held
3.56M
Value
$440.60M
Morgan Stanley
MS
Shares Held
3.15M
Value
$500.49M
CBRE Group, Inc.
CBRE
Shares Held
2.98M
Value
$469.00M
JPMorgan Chase & Co.
JPM
Shares Held
1.98M
Value
$623.98M
Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
1.63M
Value
$454.00M
Microsoft Corporation
MSFT
Shares Held
1.54M
Value
$795.84M
Veeva Systems Inc.
VEEV
Shares Held
1.42M
Value
$422.24M
Linde plc
LIN
Shares Held
1.01M
Value
$478.10M
Motorola Solutions, Inc.
MSI
Shares Held
995K
Value
$455.05M
American Express Company
AXP
Shares Held
788K
Value
$261.58M
Intuitive Surgical, Inc.
ISRG
Shares Held
771K
Value
$344.69M
Apple Inc.
AAPL
Shares Held
727K
Value
$185.11M
Broadcom Inc.
AVGO
Shares Held
714K
Value
$235.49M
Amazon.com, Inc.
AMZN
Shares Held
610K
Value
$134.03M
Parker-Hannifin Corporation
PH
Shares Held
562K
Value
$426.04M
Meta Platforms, Inc.
META
Shares Held
529K
Value
$388.43M