United Super Pty Ltd in its capacity as Trustee for the Cons — 13F Holdings & Portfolio
CIK 1730896 · latest 13F-HR filed 2026-05-12
United Super Pty Ltd in its capacity as Trustee for the Cons manages $5.31B in 13F-reported U.S. long-equity assets across 185 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are NVDA (6.16%), AMZN (5.76%), GOOGL (4.86%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 34 new positions, exited 26, added to 39, and trimmed 73.
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.
$5.31B
Long-equity book
185
Distinct positions
2026-03-31
Filed 2026-05-12
+34 / −26 / ↑39 / ↓73
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- CITIGROUP INC$171.6M +250.7%
- JPMORGAN CHASE & CO$30.8M +84.5%
- APPLE INC$21.2M +9.9%
- BOSTON SCIENTIFIC CORP$20.4M +198.6%
- LINDE PLC$19.3M +24.8%
Top Trims
- MICROSOFT CORP-$582.2M -71.1%
- TESLA INC-$344.7M -97.0%
- AMAZON COM INC-$195.9M -39.0%
- TEXAS INSTRS INC-$190.2M -83.3%
- APPLIED MATLS INC-$140.9M -81.1%
New Positions
- GE VERNOVA INC$23.5M
- REGIONS FINANCIAL CORP NEW$17.4M
- PRICE T ROWE GROUP INC$12.7M
- PAYPAL HLDGS INC$12.0M
- WORKDAY INC$10.7M
Exited Positions
- ASML HOLDING N V$129.3M
- INTEL CORP$114.4M
- UNITEDHEALTH GROUP INC$39.0M
- HOLOGIC INC$10.1M
- RELIANCE INC$9.3M
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 | $327.0M | 6.16% | 1,874,768 | SH |
| 2 | AMAZON COM INC | AMZN | 023135106 | $305.9M | 5.76% | 1,468,802 | SH |
| 3 | ALPHABET INC | GOOGL | 02079K305 | $258.2M | 4.86% | 897,830 | SH |
| 4 | CITIGROUP INC | C | 172967424 | $240.1M | 4.52% | 2,117,206 | SH |
| 5 | APPLE INC | AAPL | 037833100 | $236.9M | 4.46% | 933,314 | SH |
| 6 | MICROSOFT CORP | MSFT | 594918104 | $236.1M | 4.45% | 637,850 | SH |
| 7 | META PLATFORMS INC | META | 30303M102 | $139.5M | 2.63% | 243,890 | SH |
| 8 | LINDE PLC | LIN | G54950103 | $97.3M | 1.83% | 196,235 | SH |
| 9 | BROADCOM INC | AVGO | 11135F101 | $92.8M | 1.75% | 299,818 | SH |
| 10 | MASTERCARD INCORPORATED | MA | 57636Q104 | $82.2M | 1.55% | 164,587 | SH |
| 11 | VISA INC | V | 92826C839 | $81.2M | 1.53% | 268,718 | SH |
| 12 | MARRIOTT INTL INC NEW | MAR | 571903202 | $77.7M | 1.46% | 237,708 | SH |
| 13 | LAM RESEARCH CORP | LRCX | 512807306 | $70.9M | 1.34% | 331,638 | SH |
| 14 | ABBOTT LABORATORIES | ABT | 002824100 | $68.3M | 1.29% | 665,664 | SH |
| 15 | CISCO SYS INC | CSCO | 17275R102 | $67.4M | 1.27% | 869,027 | SH |
| 16 | JPMORGAN CHASE & CO | JPM | 46625H100 | $67.1M | 1.26% | 228,188 | SH |
| 17 | THERMO FISHER SCIENTIFIC INC | TMO | 883556102 | $66.8M | 1.26% | 135,932 | SH |
| 18 | VERIZON COMMUNICATIONS INC | VZ | 92343V104 | $61.2M | 1.15% | 1,219,491 | SH |
| 19 | MERCK & CO INC | MRK | 58933Y105 | $60.1M | 1.13% | 499,805 | SH |
| 20 | ADOBE INC | ADBE | 00724F101 | $58.4M | 1.10% | 240,441 | SH |
| 21 | ELI LILLY & CO | LLY | 532457108 | $58.4M | 1.10% | 63,464 | SH |
| 22 | COSTCO WHOLESALE CORPORATION | COST | 22160K105 | $57.3M | 1.08% | 57,458 | SH |
| 23 | BRISTOL-MYERS SQUIBB CO | BMY | 110122108 | $57.1M | 1.08% | 941,009 | SH |
| 24 | SALESFORCE INC | CRM | 79466L302 | $57.0M | 1.07% | 305,404 | SH |
| 25 | AUTOZONE INC | AZO | 053332102 | $57.0M | 1.07% | 16,863 | SH |
| 26 | MSCI INC | MSCI | 55354G100 | $56.1M | 1.06% | 104,135 | SH |
| 27 | MOODYS CORP | MCO | 615369105 | $56.0M | 1.05% | 128,307 | SH |
| 28 | COMCAST CORP NEW | CMCSA | 20030N101 | $55.6M | 1.05% | 1,935,246 | SH |
| 29 | AT&T INC | T | 00206R102 | $55.2M | 1.04% | 1,902,460 | SH |
| 30 | AMPHENOL CORP | APH | 032095101 | $54.0M | 1.02% | 427,338 | SH |
| 31 | HCA HEALTHCARE INC | HCA | 40412C101 | $51.7M | 0.97% | 109,257 | SH |
| 32 | GILEAD SCIENCES INC | GILD | 375558103 | $50.9M | 0.96% | 365,396 | SH |
| 33 | INTUITIVE SURGICAL INC | ISRG | 46120E602 | $50.6M | 0.95% | 109,674 | SH |
| 34 | REPUBLIC SVCS INC | RSG | 760759100 | $48.7M | 0.92% | 222,572 | SH |
| 35 | WALMART INC | WMT | 931142103 | $47.0M | 0.89% | 377,991 | SH |
| 36 | QUALCOMM INC | QCOM | 747525103 | $46.7M | 0.88% | 362,622 | SH |
| 37 | ALPHABET INC | GOOG | 02079K107 | $46.6M | 0.88% | 162,616 | SH |
| 38 | ACCENTURE PLC IRELAND | ACN | G1151C101 | $45.0M | 0.85% | 227,181 | SH |
| 39 | BLACKSTONE INC | BX | 09260D107 | $43.3M | 0.82% | 376,390 | SH |
| 40 | WELLS FARGO & CO | WFC | 949746101 | $42.5M | 0.80% | 534,315 | SH |
| 41 | INTERCONTINENTAL EXCHANGE IN | ICE | 45866F104 | $42.2M | 0.79% | 268,129 | SH |
| 42 | TE CONNECTIVITY PLC | TEL | G87052109 | $39.1M | 0.74% | 187,226 | SH |
| 43 | NEWMONT CORP | NEM | 651639106 | $38.9M | 0.73% | 359,767 | SH |
| 44 | TEXAS INSTRS INC | TXN | 882508104 | $38.2M | 0.72% | 196,538 | SH |
| 45 | EDWARDS LIFESCIENCES CORP | EW | 28176E108 | $37.6M | 0.71% | 469,603 | SH |
| 46 | FEDEX CORP | FDX | 31428X106 | $36.5M | 0.69% | 102,489 | SH |
| 47 | SHERWIN WILLIAMS CO | SHW | 824348106 | $34.6M | 0.65% | 107,852 | SH |
| 48 | EOG RES INC | EOG | 26875P101 | $33.6M | 0.63% | 232,456 | SH |
| 49 | THE CIGNA GROUP | CI | 125523100 | $33.0M | 0.62% | 123,888 | SH |
| 50 | APPLIED MATLS INC | AMAT | 038222105 | $32.9M | 0.62% | 96,348 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 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 |