Retail Employees Superannuation Pty Ltd as trustee for Retai — 13F Holdings & Portfolio

CIK 2086998 · latest 13F-HR filed 2026-05-01

Retail Employees Superannuation Pty Ltd as trustee for Retai manages $672.4M in 13F-reported U.S. long-equity assets across 28 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are NVDA (10.44%), GOOGL (6.98%), AVGO (5.99%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 2 new positions, exited 4, added to 23, and trimmed 1.

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.

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AUM

$672.4M

Long-equity book

Holdings

28

Distinct positions

Period

2026-03-31

Filed 2026-05-01

Q/Q Activity

+2 / −4 / ↑23 / ↓1

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • NVIDIA CORPORATION$38.2M +119.6%
  • CINTAS CORP$33.2M +586.5%
  • MSCI INC$21.8M +159.7%
  • BROADCOM INC$21.6M +116.2%
  • ALPHABET INC$18.0M +62.4%
Show all 23

Top Trims

  • MICROSOFT CORP-$2.0M -5.8%
Show all 1

New Positions

  • NETFLIX INC$26.8M
  • ROLLINS INC$4.7M
Show all 2

Exited Positions

  • JPMORGAN CHASE & CO.$10.8M
  • TYLER TECHNOLOGIES INC$9.4M
  • ZOETIS INC$4.7M
  • EQUINIX INC$3.0M
Show all 4
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 NVIDIA CORPORATION NVDA 67066G104 $70.2M 10.44% 402,533 SH
2 ALPHABET INC GOOGL 02079K305 $46.9M 6.98% 163,236 SH
3 BROADCOM INC AVGO 11135F101 $40.3M 5.99% 130,153 SH
4 MSCI INC MSCI 55354G100 $35.4M 5.27% 65,703 SH
5 APPLE INC AAPL 037833100 $33.6M 5.00% 132,370 SH
6 MICROSOFT CORP MSFT 594918104 $32.3M 4.80% 87,263 SH
7 AMAZON COM INC AMZN 023135106 $31.6M 4.70% 151,669 SH
8 NETFLIX INC NFLX 64110L106 $26.8M 3.99% 279,194 SH
9 INTUIT INC INTU 461202103 $25.5M 3.79% 58,885 SH
10 LINDE PLC LIN G54950103 $23.3M 3.47% 47,065 SH
11 TYLER TECHNOLOGIES INC CTAS 172908105 $23.0M 3.43% 67,305 SH
12 VERISK ANALYTICS INC VRSK 92345Y106 $22.7M 3.37% 119,560 SH
13 ELI LILLY & CO LLY 532457108 $22.4M 3.34% 24,391 SH
14 THERMO FISHER SCIENTIFIC INC TMO 883556102 $21.9M 3.26% 44,647 SH
15 PROLOGIS INC. PLD 74340W103 $21.2M 3.15% 160,227 SH
16 INTERCONTINENTAL EXCHANGE IN ICE 45866F104 $20.3M 3.01% 128,876 SH
17 INTUITIVE SURGICAL INC ISRG 46120E602 $18.2M 2.71% 39,548 SH
18 META PLATFORMS INC META 30303M102 $17.8M 2.65% 31,152 SH
19 COSTCO WHSL CORP NEW COST 22160K105 $17.6M 2.62% 17,712 SH
20 TAKE-TWO INTERACTIVE SOFTWAR TTWO 874054109 $17.1M 2.54% 86,556 SH
21 WELLS FARGO CO NEW WFC 949746101 $16.0M 2.38% 201,283 SH
22 CINTAS CORP CTAS 172908105 $15.9M 2.36% 93,822 SH
23 SYNOPSYS INC SNPS 871607107 $15.5M 2.30% 38,979 SH
24 MASTERCARD INCORPORATED MA 57636Q104 $15.0M 2.23% 29,971 SH
25 COCA COLA CO KO 191216100 $13.2M 1.96% 173,164 SH
26 IDEXX LABS INC IDXX 45168D104 $12.2M 1.82% 21,773 SH
27 UBER TECHNOLOGIES INC UBER 90353T100 $11.7M 1.74% 162,632 SH
28 ROLLINS INC ROL 775711104 $4.7M 0.70% 87,575 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-05-01 $672.4M 28 0002086998-26-000006
2025-12-31 2026-02-10 $373.2M 29 0002086998-26-000004