Alphinity Investment Management Pty Ltd
Institutional investor · Portfolio as of Q1 2026
SEC EDGAR SourceSEC Filings
Alphinity Investment Management Pty Ltd manages $5.7B across 29 positions as of Q1 2026. Top holdings: NVDA (8.3%), JPM (6.7%), MSFT (6.4%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 4.5/5.0.
Q1 2026 Summary
Added 3 new positions, exited 5, increased 2, trimmed 24. No standout high-conviction moves this quarter. Portfolio: $5.7B across 29 positions.
Top holdings by portfolio weight
NVDA8.35%
JPM6.68%
MSFT6.39%
AAPL5.71%
TSM5.57%
KO5.54%
MSI5.07%
CRH4.94%
ISRG4.51%
CAT4.39%
Other4.04%
Position Outcomes
Best and worst performing positions by estimated return
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Top Losers
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View plansCost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
Top Holdings29 positions
Activity:
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction | |
|---|---|---|---|---|---|---|---|---|
NVIDIA CORPORATION | 2.7M | $474.3M | 8.3% | $115.66 | +99.01% | 12 qtrssince 2023-Q2 | Decreased 0 | |
JPMORGAN CHASE & CO | 1.3M | $379.2M | 6.7% | $291.59 | +2.13% | 4 qtrssince 2025-Q2 | Decreased 0 | |
MICROSOFT CORP | 980,817 | $363.1M | 6.4% | $367.39 | +16.30% | 12 qtrssince 2023-Q2 | Decreased 0 | |
APPLE INC | 1.3M | $324.2M | 5.7% | $263.64 | +13.88% | 3 qtrssince 2025-Q3 | Decreased 0 | |
TAIWAN SEMICONDUCTOR MANUFAC | 935,498 | $316.2M | 5.6% | $184.09 | +121.88% | 6 qtrssince 2024-Q4 | Decreased 0 | |
COCA COLA CO | 4.1M | $314.8M | 5.5% | $68.79 | +17.74% | 7 qtrssince 2024-Q3 | Decreased 0 | |
MOTOROLA SOLUTIONS INC | 663,728 | $288M | 5.1% | $353.78 | +11.17% | 10 qtrssince 2023-Q4 | Decreased 0 | |
CRH PLC | 2.7M | $280.6M | 4.9% | $89.00 | +15.96% | 5 qtrssince 2025-Q1 | Decreased 0 | |
INTUITIVE SURGICAL INC | 555,419 | $256M | 4.5% | $345.80 | +23.16% | 14 qtrssince 2022-Q4 | Decreased 0 | |
CATERPILLAR INC | 351,625 | $249.1M | 4.4% | $576.04 | +53.19% | 2 qtrssince 2025-Q4 | Decreased 0 | |
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer