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Te Ahumairangi Investment Management LTD

CIK:0001832237
Investment Adviser
$2B AUM
87 holdings
Wellington, New Zealand
Founded:2019
6 employees
Latest filing:Jun 30, 2025

Te Ahumairangi Investment Management Ltd is a Wellington-based investment manager specializing in the management of global equity portfolios.

Investment Strategy

Focused on global equities with a value-focused orientation during growth phases and a growth-oriented approach after value phases. They emphasize lower-risk investments and avoiding unnecessary costs.

Latest 13F Filing Activity

Te Ahumairangi Investment Management LTD filed their most recent 13F report on Jun 30, 2025 disclosing 86 equity positions with a total 13F market value of $559M. The fund increased holdings in Microsoft Corp., Alphabet Inc. Class A, Verizon Communications Inc. among other positions. Te Ahumairangi Investment Management LTD reduced exposure to Vertex Pharmaceuticals Inc., Walmart Inc., Unitedhealth Group Inc. among others.

Top Buys
M
MSFTMicrosoft Corp
+$11.0M
G
GOOGLAlphabet Inc Class A
+$7.0M
V
VZVerizon Communications Inc
+$4.6M
A
AAPLApple Inc
+$4.4M
M
METAMeta Platforms Inc
+$4.2M
Top Sells
V
VRTXVertex Pharmaceuticals Inc
-$1.8M
W
WMTWalMart Inc
-$1.6M
U
UNHUnitedHealth Group Inc
-$1.1M
S
SJMJ M Smucker Co/The
-$529.0K
A
ACIAlbertsons Cos Inc
-$521.0K

Top Holdings

M
MSFTMicrosoft Corp
+8.3%$46.2M
V
VZVerizon Communications Inc
+6.2%$34.6M
A
AAPLApple Inc
+4.9%$27.3M
G
GOOGLAlphabet Inc Class A
+4.6%$25.6M
V
VRSNVeriSign Inc
+2.4%$13.6M

Equity Positions (86)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
Microsoft Corp8.27%$46.2M92,922$270.60$497.41+$11.0M
Verizon Communications Inc6.20%$34.6M800,690$49.49$43.27+$4.6M
Apple Inc4.89%$27.3M133,261$145.90$205.17+$4.4M
Alphabet Inc Class A4.59%$25.6M145,519$150.19$176.23+$7.0M
VeriSign Inc2.44%$13.6M47,251$199.89$288.80+$1.3M

Industry Allocation

SERVICES-PREPACKAGED SOFTWARE
+11.9%
TELEPHONE COMMUNICATIONS (NO RADIOTELEPHONE)
+8.4%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+7.6%
PHARMACEUTICAL PREPARATIONS
+7.6%
ELECTRONIC COMPUTERS
+5.4%