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

CIK 2086998 · latest 13F-HR filed 2026-07-28

Retail Employees Superannuation Pty Ltd as trustee for Retai manages $373.2M in 13F-reported U.S. long-equity assets across 29 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are NVDA (10.49%), GOOGL (9.69%), CTAS (6.69%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 4 new positions, exited 3, added to 0, and trimmed 24.

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
LEVEL 21
50 BRIDGE STREET
SYDNEY 2000
Phone
(130) 030-0778
Filing Manager
Retail Employees Superannuation Pty Ltd as trustee for Retail Employees Superannuation Trust
SYDNEY, C3
Signatory
Melissa Pereira
Investment Risk & Compliance Manager
Loading holdings…
AUM

$373.2M

Long-equity book

Holdings

29

Distinct positions

Period

2026-06-30

Filed 2026-07-28

Q/Q Activity

+4 / −3 / ↑0 / ↓24

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • No increased positions.
Show all 0

Top Trims

  • NVIDIA CORPORATION-$31.1M -44.2%
  • MSCI INC-$24.4M -68.8%
  • MICROSOFT CORP-$20.4M -63.0%
  • PROLOGIS INC.-$15.1M -71.1%
  • NETFLIX INC-$14.8M -55.1%
Show all 24

New Positions

  • TYLER TECHNOLOGIES INC$8.9M
  • EXXON MOBIL CORP$8.7M
  • AMPHENOL CORP$7.2M
  • MOODYS CORP$6.0M
Show all 4

Exited Positions

  • BROADCOM INC$40.3M
  • INTUIT INC$25.5M
  • WELLS FARGO CO NEW$16.0M
Show all 3
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 $39.1M 10.49% 195,639 SH
2 ALPHABET INC GOOGL 02079K305 $36.2M 9.69% 101,187 SH
3 BROADCOM INC CTAS 172908105 $25.0M 6.69% 66,084 SH
4 AMAZON COM INC AMZN 023135106 $21.1M 5.66% 88,554 SH
5 APPLE INC AAPL 037833100 $21.0M 5.63% 72,632 SH
6 ELI LILLY & CO LLY 532457108 $16.1M 4.32% 13,432 SH
7 LINDE PLC LIN G54950103 $14.1M 3.79% 27,255 SH
8 THERMO FISHER SCIENTIFIC INC TMO 883556102 $13.2M 3.53% 26,245 SH
9 NETFLIX INC NFLX 64110L106 $12.0M 3.23% 168,645 SH
10 TAKE-TWO INTERACTIVE SOFTWAR TTWO 874054109 $12.0M 3.21% 47,910 SH
11 MICROSOFT CORP MSFT 594918104 $11.9M 3.20% 32,027 SH
12 INTUITIVE SURGICAL INC ISRG 46120E602 $11.8M 3.15% 29,589 SH
13 CINTAS CORP CTAS 172908105 $11.5M 3.08% 67,623 SH
14 SYNOPSYS INC SNPS 871607107 $11.4M 3.07% 25,668 SH
15 MSCI INC MSCI 55354G100 $11.0M 2.96% 19,719 SH
16 IDEXX LABS INC IDXX 45168D104 $10.8M 2.88% 20,421 SH
17 MASTERCARD INCORPORATED MA 57636Q104 $9.7M 2.60% 18,905 SH
18 COSTCO WHSL CORP NEW COST 22160K105 $9.2M 2.47% 9,856 SH
19 TYLER TECHNOLOGIES INC TYL 902252105 $8.9M 2.39% 30,432 SH
20 VERISK ANALYTICS INC VRSK 92345Y106 $8.8M 2.37% 49,188 SH
21 EXXON MOBIL CORP XOM 30231G102 $8.7M 2.34% 63,971 SH
22 INTERCONTINENTAL EXCHANGE IN ICE 45866F104 $8.1M 2.18% 66,070 SH
23 COCA COLA CO KO 191216100 $7.5M 2.01% 92,369 SH
24 AMPHENOL CORP APH 032095101 $7.2M 1.94% 41,113 SH
25 UBER TECHNOLOGIES INC UBER 90353T100 $6.4M 1.71% 88,330 SH
26 PROLOGIS INC. PLD 74340W103 $6.1M 1.64% 45,159 SH
27 MOODYS CORP MCO 615369105 $6.0M 1.61% 13,300 SH
28 META PLATFORMS INC META 30303M102 $4.2M 1.12% 7,410 SH
29 ROLLINS INC ROL 775711104 $3.9M 1.04% 93,416 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-07-28 $373.2M 29 0002086998-26-000008
2026-03-31 2026-05-01 $672.4M 28 0002086998-26-000006
2025-12-31 2026-02-10 $373.2M 29 0002086998-26-000004