United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund — 13F holdings

United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund reported 184 holdings worth $5.59B in its 13F filing for Q2 2026, filed August 6, 2026. That's up 5.3% from $5.31B in Q1 2026, when it reported 185 holdings. Its 10 largest positions make up 36.4% of the portfolio.

United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund's largest positions in Q2 2026

  1. NVDA NVIDIA CORPORATION — $419M (7.5%) · added 12%
  2. GOOGL ALPHABET INC — $307M (5.5%) · cut 4%
  3. AAPL APPLE INC — $274M (4.9%) · added 2%
  4. MSFT MICROSOFT CORP — $237M (4.2%) · unchanged
  5. AMZN AMAZON COM INC — $222M (4.0%) · cut 37%
  6. META META PLATFORMS INC — $130M (2.3%) · cut 6%
  7. AVGO BROADCOM INC — $129M (2.3%) · added 14%
  8. LRCX LAM RESEARCH CORP — $124M (2.2%) · cut 14%
  9. LIN LINDE PLC — $102M (1.8%) · unchanged
  10. JPM JPMorgan Chase & Co. — $92.7M (1.7%) · added 24%
  11. V Visa Inc — $92.2M (1.6%) · unchanged
  12. MA MASTERCARD INCORPORATED — $77.4M (1.4%) · cut 8%
  13. LLY ELI LILLY & CO — $76.2M (1.4%) · unchanged
  14. MAR MARRIOTT INTL INC NEW — $71.0M (1.3%) · cut 19%
  15. APH AMPHENOL CORP NEW — $70.9M (1.3%) · cut 6%
  16. C CITIGROUP INC — $70.9M (1.3%) · cut 76%
  17. CSCO CISCO SYS INC — $70.1M (1.3%) · cut 31%
  18. AMAT APPLIED MATLS INC — $69.6M (1.2%) · unchanged
  19. TMO THERMO FISHER SCIENTIFIC INC — $68.2M (1.2%) · unchanged
  20. QCOM QUALCOMM INC — $63.8M (1.1%) · cut 5%

What United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund bought in Q2 2026

23 new positions and 58 positions added to.

  1. TRV TRAVELERS COMPANIES INC — new position, about $46.8M
  2. NVDA NVIDIA CORPORATION — added, about $43.5M
  3. MU MICRON TECHNOLOGY INC — added, about $41.5M
  4. BDX BECTON DICKINSON & CO — new position, about $28.7M
  5. LMT LOCKHEED MARTIN CORP — added, about $22.7M
  6. ACGL ARCH CAP GROUP LTD — new position, about $22.5M
  7. JPM JPMorgan Chase & Co. — added, about $18.0M
  8. VICI VICI PPTYS INC — added, about $16.9M
  9. NFLX NETFLIX INC — added, about $16.4M
  10. AVGO BROADCOM INC — added, about $16.1M

What United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund sold in Q2 2026

24 positions sold out and 46 reduced.

  1. C CITIGROUP INC — cut 76%, about $225M
  2. AMZN AMAZON COM INC — cut 37%, about $128M
  3. CSCO CISCO SYS INC — cut 31%, about $31.9M
  4. TGT TARGET CORP — sold out, about $29.0M
  5. STT STATE STR CORP — cut 90%, about $26.9M
  6. DELL DELL TECHNOLOGIES INC — cut 27%, about $21.9M
  7. LRCX LAM RESEARCH CORP — cut 14%, about $20.0M
  8. ZTS ZOETIS INC — cut 96%, about $18.1M
  9. MAR MARRIOTT INTL INC NEW — cut 19%, about $17.1M
  10. BX Blackstone Inc — cut 38%, about $16.9M

United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund portfolio value by quarter

What does United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund own?

Its largest positions in Q2 2026 were NVDA, GOOGL, AAPL, MSFT, AMZN, out of 184 holdings worth $5.59B.

What did United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund buy last quarter?

In Q2 2026 it opened 23 new positions and added to 58; the largest buys were TRV, NVDA, MU.

What did United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund sell last quarter?

In Q2 2026 it sold out of 24 positions and reduced 46, including TGT, WSM, EME.