ALPHINITY INVESTMENT MANAGEMENT PTY LTD
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | NOW | 447K | $411.22M |
 | COST | 408K | $377.66M |
 | NFLX | 286K | $342.34M |
 | BKNG | 62K | $335.38M |
 | VLTO | 48K | $5.08M |
 | WMT | 45K | $4.64M |
 | CB | 13K | $3.57M |
 | MA | 10K | $5.76M |
 | CTAS | 10K | $2.04M |
 | MCO | 6K | $2.97M |
ServiceNow, Inc.
NOW
Shares Held
447K
Value
$411.22M
Costco Wholesale Corporation
COST
Shares Held
408K
Value
$377.66M
Netflix, Inc.
NFLX
Shares Held
286K
Value
$342.34M
Booking Holdings Inc.
BKNG
Shares Held
62K
Value
$335.38M
Veralto Corporation
VLTO
Shares Held
48K
Value
$5.08M
Walmart Inc.
WMT
Shares Held
45K
Value
$4.64M
Chubb Limited
CB
Shares Held
13K
Value
$3.57M
Mastercard Incorporated
MA
Shares Held
10K
Value
$5.76M
Cintas Corporation
CTAS
Shares Held
10K
Value
$2.04M
Moody's Corporation
MCO
Shares Held
6K
Value
$2.97M