NATIONAL MUTUAL FUNDS MANAGEMENT LTD — 13F Holdings & Portfolio

CIK 1966440 · latest 13F-HR filed 2026-08-14

NATIONAL MUTUAL FUNDS MANAGEMENT LTD manages $7.3M in 13F-reported U.S. long-equity assets across 14 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are IBIT (18.30%), IBIT (16.96%), IBIT (16.70%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 0 new positions, exited 0, added to 1, and trimmed 0.

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.

Filer Information
Address
50 BRIDGE STREET
SYDNEY, C3 NSW 2000
Phone
61 2 9257 5000
Filing Manager
NATIONAL MUTUAL FUNDS MANAGEMENT LTD
SYDNEY, C3
Signatory
Kevin Johnson
Senior Leader Risk, compliance & controls
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AUM

$7.3M

Long-equity book

Holdings

14

Distinct positions

Period

2026-06-30

Filed 2026-08-14

Q/Q Activity

+0 / −0 / ↑1 / ↓0

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • ISHARES BITCOIN TRUST ETF$6.9M +2064.8%
Show all 1 →

Top Trims

  • No decreased positions.
Show all 0 →

New Positions

  • No new positions this quarter.
Show all 0 →

Exited Positions

  • No exits this quarter.
Show all 0 →
All Holdings

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 ISHARES BITCOIN TRUST ETF IBIT 46438F101 $1.3M 18.30% 40,051 SH
2 ISHARES BITCOIN TRUST ETF IBIT 46438F101 $1.2M 16.96% 37,116 SH
3 ISHARES BITCOIN TRUST ETF IBIT 46438F101 $1.2M 16.70% 36,558 SH
4 ISHARES BITCOIN TRUST ETF IBIT 46438F101 $995.2K 13.66% 29,896 SH
5 ISHARES BITCOIN TRUST ETF IBIT 46438F101 $665.1K 9.13% 19,978 SH
6 ISHARES BITCOIN TRUST ETF IBIT 46438F101 $592.5K 8.13% 17,799 SH
7 ISHARES BITCOIN TRUST ETF IBIT 46438F101 $289.5K 3.97% 8,697 SH
8 ISHARES BITCOIN TRUST ETF IBIT 46438F101 $255.7K 3.51% 7,681 SH
9 ISHARES BITCOIN TRUST ETF IBIT 46438F101 $175.7K 2.41% 5,278 SH
10 ISHARES BITCOIN TRUST ETF IBIT 46438F101 $146.3K 2.01% 4,396 SH
11 ISHARES BITCOIN TRUST ETF IBIT 46438F101 $138.1K 1.90% 4,148 SH
12 ISHARES BITCOIN TRUST ETF IBIT 46438F101 $117.4K 1.61% 3,526 SH
13 ISHARES BITCOIN TRUST ETF IBIT 46438F101 $85.3K 1.17% 2,562 SH
14 ISHARES BITCOIN TRUST ETF IBIT 46438F101 $39.0K 0.54% 1,172 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-14 $7.3M 14 0001966440-26-000004
2026-03-31 2026-05-14 $336.6K 2 0001966440-26-000003
2025-12-31 2026-02-24 $250.9K 1 0001966440-26-000002
2025-12-31 2026-02-17 $250.9K 1 0001966440-26-000001