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Alphinity Investment Management PTY LTD
Alphinity Investment Management is a boutique active manager specializing in Australian and Global equity funds. They focus on quality, undervalued companies and employ a rigorous investment process to deliver consistent outperformance.
Investment Strategy
Active manager seeking attractively valued, quality companies entering an earnings upgrade cycle, with a focus on ESG factors.
Latest 13F Filing Activity
Alphinity Investment Management PTY LTD filed their most recent 13F report on Jun 30, 2025 disclosing 30 equity positions with a total 13F market value of $12B. The fund increased holdings in Amphenol Corp. New, JPMorgan Chase & Co., Booking Holdings Inc. among other positions. Alphinity Investment Management PTY LTD reduced exposure to Bank America Corp., Thermo Fisher Scientific Inc., Apple Inc. among others.
Top Holdings
Equity Positions (30)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 8.96% | $1.05B | 2,104,035 | $377.48 | $497.41 | +$39.1M |
N NVDA | NVIDIA CORPORATION | 6.85% | $799.7M | 5,061,529 | $46.85 | $157.99 | +$171.4M |
N NFLX | NETFLIX INC | 5.77% | $673.7M | 503,114 | $710.22 | $1339.13 | -$111.9M |
N NOW | SERVICENOW INC | 5.69% | $664.9M | 646,697 | $1018.72 | $1028.08 | +$57.0M |
K KO | COCA COLA CO | 5.46% | $638.4M | 9,022,971 | $71.27 | $70.75 | -$389.1M |
Industry Allocation
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