Top Institutional Investors

IFM Investors Pty Ltd — 13F Holdings & Portfolio

CIK 1698246 · latest 13F-HR filed 2026-07-21

Backtest portfolio

IFM Investors Pty Ltd manages $15.11B in 13F-reported U.S. long-equity assets across 641 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are NVDA (7.00%), AAPL (6.43%), MSFT (3.99%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 17 new positions and exited 62; 454 existing positions rose in reported value and 78 fell.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Loading holdings…
AUM
$15.11B

Long-equity book

Holdings
641

Distinct positions

Period
2026-06-30

Filed 2026-07-21

Q/Q Activity
+17 / −62 / ↑454 / ↓78

vs 2026-03-31

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q2 26
NVDA7.0% · +6%AAPL6.4% · +11%MSFT4.0% · +11%AMZN3.4% · +14%GOOGL3.1% · +11%AVGO2.6% · +11%GOOG2.5% · +6%MU2.0% · +11%META1.8% · +12%TSLA1.8% · +10%LLY1.5% · +11%AMD1.4% · newJPM1.3% · +11%BRK.B1.0% · +14%JNJ0.9% · +11%INTC0.9% · +9%V0.9% · +12%AMAT0.9% · +10%XOM0.8% · +12%LRCX0.8% · +9%CAT0.7% · +10%WMT0.7% · +13%CSCO0.7% · +12%ABBV0.7% · +12%MA0.6% · +11%INDA0.6% · -1%COST0.6% · +14%KLAC0.6% · +988%GE0.6% · +9%BAC0.6% · +10%UNH0.6% · +12%HD0.5% · +11%PG0.5% · +12%MRK0.5% · +9%KO0.5% · +6%GEV0.5% · +10%CVX0.5% · +11%NFLX0.5% · +11%GS0.5% · +10%WELL0.4% · +11%PANW0.4% · +13%TXN0.4% · +10%IBM0.4% · +14%MRVL0.4% · +6%ORCL0.4% · +12%PLTR0.4% · +5%MS0.4% · +11%WFC0.4% · +11%LIN0.4% · +10%C0.4% · +6%NEE0.3% · +13%WDC0.3% · +10%PLD0.3% · +7%APH0.3% · +15%PM0.3% · +15%STX0.3% · +9%UNP0.3% · +8%GLW0.3% · +10%QCOM0.3% · +6%ADI0.3% · +8%

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q1 26 → Q2 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

3 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 34.6%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People
Assets Under Management
$152.93B
Discretionary
$87.72B
Employees
717
Accounts
72
Address
LEVEL 33, 50 LONSDALE STREET
MELBOURNE VIC 3000
Australia
Phone
61 1300 651 607
Website
Name Title / Status Ownership Type
BOWTELL, CATHARINE ControlCHAIR OF BOARD OF DIRECTORSLess than 5%Individual
Bos, Eltje, Fokelina ControlDIRECTORLess than 5%Individual
CERDAN, ESPERANZA ControlCHIEF RISK OFFICERLess than 5%Individual
DEMPSEY, GRANT ControlDIRECTORLess than 5%Individual
DENTON, JOHN ControlDIRECTORLess than 5%Individual
Diab, Amy ControlCHIEF OPERATING OFFICERLess than 5%Individual
Gray, Carol ControlDIRECTORLess than 5%Individual
IFM HOLDINGS PTY LTD ControlSHAREHOLDER75% or moreForeign Entity
INDUSTRY SUPER HOLDINGS PTY LTD ControlSHAREHOLDER75% or moreForeign Entity
KIERS, DEBORAH ControlDIRECTORLess than 5%Individual
LIM, JOSHUA ControlDEPUTY CHIEF EXECUTIVELess than 5%Individual
Long, Ming ControlDIRECTORLess than 5%Individual
MICHAEL, SHARON ControlHEAD OF COMMERCIAL/GENERAL COUNSEL APACLess than 5%Individual
Neal, David, Jonathan ControlCHIEF EXECUTIVE OFFICERLess than 5%Individual
Oliver, Amanda ControlCHIEF COMPLIANCE OFFICERLess than 5%Individual
Tanner, Lindsay ControlDIRECTORLess than 5%Individual
Vyas, Rajiv ControlEXECUTIVE DIRECTOR, HEAD OF COMPLIANCELess than 5%Individual
Whitmarsh, Theresa ControlDIRECTORLess than 5%Individual

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

Top Adds (vs prior quarter)

Show all 454 →

Top Trims

Show all 78 →

New Positions

Show all 17 →

Exited Positions

Show all 62 →

IFM Investors Pty Ltd Holdings (2026-06-30)

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 NVIDIA CORPORATION NVDA 67066G104 $1.06B 7.00% 5,283,792 SH
2 APPLE INC AAPL 037833100 $971.3M 6.43% 3,356,844 SH
3 MICROSOFT CORP MSFT 594918104 $603.0M 3.99% 1,616,514 SH
4 AMAZON COM INC AMZN 023135106 $519.1M 3.44% 2,178,126 SH
5 ALPHABET INC GOOGL 02079K305 $466.8M 3.09% 1,306,169 SH
6 BROADCOM INC AVGO 11135F101 $388.5M 2.57% 1,028,484 SH
7 ALPHABET INC GOOG 02079K107 $380.6M 2.52% 1,077,119 SH
8 MICRON TECHNOLOGY INC MU 595112103 $297.9M 1.97% 258,078 SH
9 META PLATFORMS INC META 30303M102 $278.8M 1.84% 494,964 SH
10 TESLA INC TSLA 88160R101 $271.0M 1.79% 644,354 SH
11 ELI LILLY & CO LLY 532457108 $220.0M 1.46% 183,394 SH
12 ADVANCED MICRO DEVICES INC AMD 007903107 $216.8M 1.43% 373,215 SH
13 JPMORGAN CHASE & CO JPM 46625H100 $197.3M 1.31% 602,652 SH
14 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $151.2M 1.00% 302,137 SH
15 JOHNSON & JOHNSON JNJ 478160104 $142.2M 0.94% 559,954 SH
16 INTEL CORP INTC 458140100 $140.2M 0.93% 1,004,380 SH
17 VISA INC V 92826C839 $132.7M 0.88% 386,751 SH
18 APPLIED MATLS INC AMAT 038222105 $131.9M 0.87% 182,448 SH
19 EXXON MOBIL CORP XOM 30231G102 $128.0M 0.85% 936,104 SH
20 LAM RESEARCH CORP LRCX 512807306 $124.5M 0.82% 287,229 SH
21 CATERPILLAR INC CAT 149123101 $111.9M 0.74% 105,075 SH
22 WALMART INC WMT 931142103 $109.1M 0.72% 963,590 SH
23 CISCO SYS INC CSCO 17275R102 $107.1M 0.71% 911,922 SH
24 ABBVIE INC ABBV 00287Y109 $102.1M 0.68% 405,580 SH
25 MASTERCARD INCORPORATED MA 57636Q104 $95.9M 0.63% 186,658 SH
26 ISHARES TR INDA 46429B598 $94.5M 0.63% 1,913,759 SH
27 COSTCO WHOLESALE CORPORATION COST 22160K105 $91.4M 0.61% 97,758 SH
28 KLA CORP KLAC 482480100 $91.1M 0.60% 301,890 SH
29 GE AEROSPACE GE 369604301 $90.0M 0.60% 240,839 SH
30 BANK OF AMER CORP BAC 060505104 $87.6M 0.58% 1,537,465 SH
31 UNITEDHEALTH GROUP INC UNH 91324P102 $86.3M 0.57% 207,547 SH
32 HOME DEPOT INC HD 437076102 $79.4M 0.53% 225,019 SH
33 PROCTER & GAMBLE CO PG 742718109 $78.6M 0.52% 536,032 SH
34 MERCK & CO INC MRK 58933Y105 $73.4M 0.49% 571,235 SH
35 COCA COLA CO KO 191216100 $72.7M 0.48% 894,276 SH
36 GE VERNOVA INC GEV 36828A101 $71.2M 0.47% 60,636 SH
37 CHEVRON CORPORATION CVX 166764100 $68.7M 0.45% 414,469 SH
38 NETFLIX INC. NFLX 64110L106 $68.5M 0.45% 958,710 SH
39 GOLDMAN SACHS GROUP INC GS 38141G104 $68.2M 0.45% 67,415 SH
40 WELLTOWER INC WELL 95040Q104 $63.6M 0.42% 280,137 SH
41 PALO ALTO NETWORKS INC PANW 697435105 $63.5M 0.42% 186,273 SH
42 TEXAS INSTRS INC TXN 882508104 $62.1M 0.41% 208,508 SH
43 INTERNATIONAL BUSINESS MACHS IBM 459200101 $60.5M 0.40% 215,047 SH
44 MARVELL TECHNOLOGY INC MRVL 573874104 $59.0M 0.39% 198,070 SH
45 ORACLE CORP ORCL 68389X105 $58.1M 0.38% 396,701 SH
46 PALANTIR TECHNOLOGIES INC PLTR 69608A108 $57.0M 0.38% 488,245 SH
47 MORGAN STANLEY MS 617446448 $56.8M 0.38% 271,816 SH
48 WELLS FARGO & CO WFC 949746101 $56.7M 0.37% 685,541 SH
49 LINDE PLC LIN G54950103 $54.3M 0.36% 104,579 SH
50 CITIGROUP INC C 172967424 $54.0M 0.36% 385,482 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-07-21 $15.11B 641 0001398344-26-012354
2026-03-31 2026-04-24 $11.99B 689 0001398344-26-007049
2025-12-31 2026-02-12 $11.99B 606 0001398344-26-002803
Filer Information
Address
LEVEL 33
50 LONSDALE STREET
MELBOURNE, C3 VIC 3000
Phone
01161386725440
Filing Manager
IFM Investors Pty Ltd
MELBOURNE, C3
Signatory
Amanda Oliver
Director, Risk & Compliance