United Super Pty Ltd in its capacity as Trustee for the Cons — 13F Holdings & Portfolio
CIK 1730896 · latest 13F-HR filed 2026-08-06
United Super Pty Ltd in its capacity as Trustee for the Cons manages $5.59B in 13F-reported U.S. long-equity assets across 184 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are NVDA (7.49%), GOOGL (5.50%), AAPL (4.91%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 23 new positions, exited 24, added to 87, and trimmed 49.
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.
130 LONSDALE STREET
MELBOURNE, C3 VIC 3000
$5.59B
Long-equity book
184
Distinct positions
2026-06-30
Filed 2026-08-06
+23 / −24 / ↑87 / ↓49
vs 2026-03-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- NVIDIA CORPORATION$91.6M +28.0%
- LAM RESEARCH CORP$52.9M +74.6%
- ALPHABET INC$49.3M +19.1%
- MICRON TECHNOLOGY INC$45.6M +2648.1%
- APPLE INC$37.6M +15.9%
Top Trims
- CITIGROUP INC-$169.2M -70.5%
- AMAZON COM INC-$84.2M -27.5%
- ZOETIS INC-$30.3M -97.3%
- STATE STR CORP-$19.3M -86.4%
- ACCENTURE PLC IRELAND-$17.6M -39.1%
New Positions
- TRAVELERS COMPANIES INC$46.8M
- BECTON DICKINSON & CO$28.7M
- ARCH CAP GROUP LTD$22.5M
- COCA COLA CO$8.2M
- REGENERON PHARMACEUTICALS$7.8M
Exited Positions
- TARGET CORP$26.9M
- WILLIAMS SONOMA INC$11.6M
- EMCOR GROUP INC$9.7M
- GODADDY INC$7.2M
- UNIVERSAL HLTH SVCS INC$6.4M
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 | $418.6M | 7.49% | 2,091,934 | SH |
| 2 | ALPHABET INC | GOOGL | 02079K305 | $307.5M | 5.50% | 860,323 | SH |
| 3 | APPLE INC | AAPL | 037833100 | $274.4M | 4.91% | 948,434 | SH |
| 4 | MICROSOFT CORP | MSFT | 594918104 | $236.5M | 4.23% | 634,050 | SH |
| 5 | AMAZON COM INC | AMZN | 023135106 | $221.7M | 3.97% | 930,283 | SH |
| 6 | META PLATFORMS INC | META | 30303M102 | $129.8M | 2.32% | 230,356 | SH |
| 7 | BROADCOM INC | AVGO | 11135F101 | $129.3M | 2.31% | 342,378 | SH |
| 8 | LAM RESEARCH CORP | LRCX | 512807306 | $123.8M | 2.21% | 285,584 | SH |
| 9 | LINDE PLC | LIN | G54950103 | $101.8M | 1.82% | 196,235 | SH |
| 10 | JPMORGAN CHASE & CO | JPM | 46625H100 | $92.7M | 1.66% | 283,200 | SH |
| 11 | VISA INC | V | 92826C839 | $92.2M | 1.65% | 268,638 | SH |
| 12 | MASTERCARD INCORPORATED | MA | 57636Q104 | $77.4M | 1.39% | 150,789 | SH |
| 13 | ELI LILLY & CO | LLY | 532457108 | $76.2M | 1.36% | 63,544 | SH |
| 14 | MARRIOTT INTL INC NEW | MAR | 571903202 | $71.0M | 1.27% | 191,597 | SH |
| 15 | AMPHENOL CORP | APH | 032095101 | $70.9M | 1.27% | 402,208 | SH |
| 16 | CITIGROUP INC | C | 172967424 | $70.9M | 1.27% | 506,457 | SH |
| 17 | CISCO SYS INC | CSCO | 17275R102 | $70.1M | 1.26% | 597,127 | SH |
| 18 | APPLIED MATLS INC | AMAT | 038222105 | $69.6M | 1.25% | 96,308 | SH |
| 19 | THERMO FISHER SCIENTIFIC INC | TMO | 883556102 | $68.2M | 1.22% | 135,932 | SH |
| 20 | QUALCOMM INC | QCOM | 747525103 | $63.8M | 1.14% | 345,422 | SH |
| 21 | BRISTOL-MYERS SQUIBB CO | BMY | 110122108 | $61.8M | 1.11% | 1,072,109 | SH |
| 22 | ABBOTT LABORATORIES | ABT | 002824100 | $60.4M | 1.08% | 665,664 | SH |
| 23 | MSCI INC | MSCI | 55354G100 | $59.0M | 1.06% | 105,335 | SH |
| 24 | ALPHABET INC | GOOG | 02079K107 | $58.7M | 1.05% | 166,216 | SH |
| 25 | TEXAS INSTRS INC | TXN | 882508104 | $58.6M | 1.05% | 196,538 | SH |
| 26 | DELL TECHNOLOGIES INC | DELL | 24703L202 | $58.6M | 1.05% | 135,754 | SH |
| 27 | COSTCO WHOLESALE CORPORATION | COST | 22160K105 | $58.2M | 1.04% | 62,219 | SH |
| 28 | MOODYS CORP | MCO | 615369105 | $58.1M | 1.04% | 128,307 | SH |
| 29 | REPUBLIC SVCS INC | RSG | 760759100 | $55.4M | 0.99% | 259,828 | SH |
| 30 | AUTOZONE INC | AZO | 053332102 | $53.9M | 0.96% | 16,863 | SH |
| 31 | VERIZON COMMUNICATIONS INC | VZ | 92343V104 | $51.6M | 0.92% | 1,219,491 | SH |
| 32 | MERCK & CO INC | MRK | 58933Y105 | $50.5M | 0.90% | 393,305 | SH |
| 33 | ADOBE INC | ADBE | 00724F101 | $49.4M | 0.88% | 240,921 | SH |
| 34 | SALESFORCE INC | CRM | 79466L302 | $48.6M | 0.87% | 310,404 | SH |
| 35 | COMCAST CORP NEW | CMCSA | 20030N101 | $47.5M | 0.85% | 1,935,246 | SH |
| 36 | MICRON TECHNOLOGY INC | MU | 595112103 | $47.3M | 0.85% | 41,020 | SH |
| 37 | WALMART INC | WMT | 931142103 | $47.3M | 0.85% | 417,265 | SH |
| 38 | TRAVELERS COMPANIES INC | TRV | 89417E109 | $46.8M | 0.84% | 141,680 | SH |
| 39 | GILEAD SCIENCES INC | GILD | 375558103 | $45.3M | 0.81% | 358,396 | SH |
| 40 | AT&T INC | T | 00206R102 | $44.5M | 0.80% | 2,151,160 | SH |
| 41 | WELLS FARGO & CO | WFC | 949746101 | $44.2M | 0.79% | 534,315 | SH |
| 42 | HCA HEALTHCARE INC | HCA | 40412C101 | $43.8M | 0.78% | 112,417 | SH |
| 43 | INTUITIVE SURGICAL INC | ISRG | 46120E602 | $43.6M | 0.78% | 109,674 | SH |
| 44 | EDWARDS LIFESCIENCES CORP | EW | 28176E108 | $42.5M | 0.76% | 469,603 | SH |
| 45 | NEWMONT CORP | NEM | 651639106 | $41.1M | 0.74% | 439,967 | SH |
| 46 | THE CIGNA GROUP | CI | 125523100 | $38.4M | 0.69% | 139,448 | SH |
| 47 | TE CONNECTIVITY PLC | TEL | G87052109 | $37.7M | 0.68% | 187,126 | SH |
| 48 | FEDEX CORP | FDX | 31428X106 | $37.2M | 0.66% | 118,649 | SH |
| 49 | SHERWIN WILLIAMS CO | SHW | 824348106 | $37.1M | 0.66% | 107,852 | SH |
| 50 | INTERACTIVE BROKERS GROUP IN | IBKR | 45841N107 | $36.8M | 0.66% | 422,821 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-08-06 | $5.59B | 184 | 0001730896-26-000005 |
| 2026-03-31 | 2026-05-12 | $5.31B | 185 | 0001730896-26-000004 |
| 2025-12-31 | 2026-02-10 | $7.20B | 177 | 0001730896-26-000002 |
| 2025-09-30 | 2025-11-13 | $2.74B | 110 | 0001730896-25-000042 |