Perpetual LTD Portfolio Holdings

Perpetual LTD

  • $8.52 Trillion
  • Q4 2024

Perpetual LTD has filed its 13F form on January 17, 2025 for Q4 2024 where it was disclosed a total value porftolio of $8.52 Trillion distributed in 663 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Flutter Entmt PLC with a value of $315B, Microsoft Corp with a value of $277B, Mercadolibre Inc with a value of $255B, Spotify Technology S.A. with a value of $228B, and Intercontinental Exchange, Inc. with a value of $228B.

Examining the 13F form we can see an decrease of $708B in the current position value, from $9.23T to 8.52T.

Perpetual LTD is based out at Sydney, New South Wales, C3

Below you can find more details about Perpetual LTD portfolio as well as his latest detailed transactions.

Portfolio value $8.52 Trillion
Technology: $1.94 Trillion
Industrials: $1.07 Trillion
Financial Services: $1.01 Trillion
Healthcare: $828 Billion
Consumer Cyclical: $798 Billion
Utilities: $635 Billion
Basic Materials: $556 Billion
Communication Services: $452 Billion
Other: $656 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$5.03B
$307 Million 0.0% of portfolio
24,644
Q4 2024 Added 46.07%
$18.4B
$297 Million 0.0% of portfolio
3,298
Q4 2024 New
$148B
$345 Million 0.0% of portfolio
958
Q2 2020 New
$31.6B
$286 Million 0.0% of portfolio
1,746
Q3 2024 Reduced 34.7%
$37.2B
$252 Million 0.0% of portfolio
3,300
Q2 2024 New
$57B
$373 Million 0.0% of portfolio
3,278
Q3 2024 Reduced 0.79%
$139B
$297 Million 0.0% of portfolio
700
Q4 2023 Reduced 89.42%
$40.7B
$355 Million 0.0% of portfolio
2,481
Q4 2024 New
$1.85B
$285 Million 0.0% of portfolio
2,803
Q4 2024 Reduced 49.06%

Summary

  • Portfolio
  • No. of Stocks 663
  • Current Value $8.52 Trillion
  • Prior Value $9.23 Trillion
  • Filing
  • Period Q4 2024
  • Filing Date January 17, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 48 stocks
  • Additional Purchases 134 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 181 stocks
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