Te Ahumairangi Investment Management Ltd — 13F holdings

Te Ahumairangi Investment Management Ltd reported 86 holdings worth $620M in its 13F filing for Q2 2026, filed August 13, 2026.

Largest positions

1. MSFT MICROSOFT CORP — $58.4M (9.4%)
2. VZ VERIZON COMMUNICATIONS INC — $31.3M (5.0%)
3. AAPL APPLE INC — $30.5M (4.9%)
4. GOOGL ALPHABET INC — $26.7M (4.3%)
5. EG EVEREST GROUP LTD — $19.6M (3.2%)
6. NVDA NVIDIA CORPORATION — $16.0M (2.6%)
7. VRSN VERISIGN INC — $14.2M (2.3%)
8. CSCO CISCO SYS INC — $13.9M (2.2%)
9. V Visa Inc — $12.1M (2.0%)
10. MDT MEDTRONIC PLC — $11.7M (1.9%)