AUSTRALIANSUPER PTY LTD

MELBOURNE, C3 How do I update this listing?

Australiansuper PTY LTD is based out of Melbourne. Their last reported 13F filing for Q1 2020 included $7,805,777,000 in managed 13F securities and a top 10 holdings concentration of 38.75%. Australiansuper PTY LTD's largest holding is Microsoft Corp. with shares held of 3,832,288. Australiansuper PTY LTD has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 14 13F filings, and 3 13G filings

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03/31/2020

13F Sector Allocation Over Time

03/31/2020

13F Activity

  • Market Value $7.806 Billion
  • Prior Market Value $11.856 Billion
  • New Purchases10 stocks
  • Additional Purchases20 stocks
  • Sold out of24 stocks
  • Reduced holdings in119 stocks
  • Top 10 Holdings % 38.75 %
  • Turnover % [1]:22.82%
  • Turnover Alt % [2]: 40.21 %
  • Time Held Top20:5.70 quarters
  • Time Held Top10:5.10 quarters
  • Time Held All:5.09 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2020-05-15

Performance for Q1 2020: -9.5%
Performance Last 4 Quarters: 3.97%
Performance Metrics
Stdev (5-yrs): Subscription required BETA (5-yrs): Subscription required ALPHA (3-yrs): Subscription required
Max Drawdown (all-years): Subscription required Annualized Perf (3-yrs): Subscription required Batting Avg vs S&P. (3-yrs): Subscription required
Sortino (3-yrs): Subscription required Stutzer (3-yrs): Subscription required Treynor (3-yrs): Subscription required
Sterling (3-yrs): Subscription required Calmar (3-yrs): Subscription required Information Ratio (3-yrs): Subscription required
Tracking Error (3 yrs): Subscription required Stdev Down (3-yrs): Subscription required Winning Months %: Subscription required
Losing Months %: Subscription required Best 12 Months: Subscription required Worst 12 Months: Subscription required
Efficiency Ratio (3-yrs): Subscription required Sharpe: Subscription required Stdev Sectors: Subscription required
Skewness (3-yrs): Subscription required Kurtosis (3-yrs): Subscription required Upside Potential (3-yrs): Subscription required

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WhaleScore history for AUSTRALIANSUPER PTY LTD

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