Stock Taper

ALPHINITY INVESTMENT MANAGEMENT PTY LTD

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Mastercard IncorporatedMA11.74K$6.03M
Clean Harbors, Inc.CLH21.77K$6.5M
Howmet Aerospace Inc.HWM44.13K$11.87M
Walmart Inc.WMT81.68K$9.25M
Meta Platforms, Inc.META130.3K$73.4M
Parker-Hannifin CorporationPH161.09K$157.56M
Micron Technology, Inc.MU179.74K$207.47M
Costco Wholesale CorporationCOST221.06K$206.79M
Caterpillar Inc.CAT283.35K$301.74M
Eli Lilly and CompanyLLY301.33K$361.43M
Advanced Micro Devices, Inc.AMD307.74K$178.77M
Intuitive Surgical, Inc.ISRG334.58K$133.06M
Broadcom Inc.AVGO426.23K$161.01M
American Express CompanyAXP507.2K$171.56M
Microsoft CorporationMSFT542.51K$202.37M
Amazon.com, Inc.AMZN635.17K$151.39M
Keysight Technologies, Inc.KEYS644.99K$225.79M
Taiwan Semiconductor Manufacturing Company LimitedTSM662.25K$316.27M
Chubb LimitedCB820.06K$279.43M
Morgan StanleyMS1.03M$215.19M