13F-HR filed by Loftus Peak Pty Ltd
Loftus Peak Pty Ltd filed this 13F-HR for the quarter ended 2026-06-30, accepted by EDGAR 2026-10-15 00:58:53 UTC, with 26 holding rows worth $734,397,561.
- Accession
- 0002035834-26-000002
- Filer
- CIK 2035834
- Filed
- 2026-10-15
- Accepted by EDGAR
- Ingested
- Source
- EDGAR live feed
13F report for Q2 2026
A holdings report, 26 entries on the cover page, a total value of $734,397,561 stated on the cover page (in dollars after the unit check, H1), rows summing to $734,397,561 with VALUE read as dollars as filed, 13F file number 028-27231. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| NVIDIA Corp | 67066G104 | COM | 395,452 | $79,125,991 | dollars as filed | |
| TAIWAN SEMICONDUCTOR MFG | 874039100 | SPONSORED ADS | 129,033 | $61,622,290 | dollars as filed | |
| Eli Lilly and Company | 532457108 | COM | 45,587 | $54,678,415 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 83,565 | $47,071,329 | dollars as filed | |
| Uber Technologies | 90353T100 | COM | 519,656 | $37,498,377 | dollars as filed | |
| Advanced Micro Devices,Inc. | 007903107 | COM | 60,824 | $35,333,270 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 91,782 | $32,800,133 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 84,579 | $31,549,659 | dollars as filed | |
| ASMLHLDGNVFSPONSOREDADR1ADRREPS1ORDSHS | N07059210 | STOK | 15,645 | $31,124,789 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 128,950 | $30,733,943 | dollars as filed | |
| SPOTIFYTECHNOLOGYSAF | L8681T102 | STOK | 58,913 | $27,048,726 | dollars as filed | |
| Netflix, Inc | 64110L106 | COM | 356,203 | $25,432,894 | dollars as filed | |
| Broadcom Inc. | 11135F101 | COM | 65,061 | $24,576,793 | dollars as filed | |
| Qualcomm Incorporated | 747525103 | COM | 126,719 | $23,416,404 | dollars as filed | |
| MKS INC. COM | 55306N104 | Stock | 47,436 | $21,099,533 | dollars as filed | |
| ROKU INC COM CL A | 77543R102 | Stock | 132,558 | $18,311,562 | dollars as filed | |
| REVOLUTION MEDICINES INC COM | 76155X100 | Stock | 96,094 | $17,996,484 | dollars as filed | |
| MODERNA INC | 60770K107 | COM | 255,836 | $17,916,195 | dollars as filed | |
| SAMSARA INC COM CL A | 79589L106 | Stock | 541,095 | $17,547,711 | dollars as filed | |
| MERCADOLIBREINC | 58733R102 | STOK | 10,274 | $17,438,985 | dollars as filed | |
| MAPLEBEAR INC COM | 565394103 | Stock | 362,267 | $17,153,342 | dollars as filed | |
| DATADOGINCCLASSA | 23804L103 | STOK | 63,473 | $16,525,830 | dollars as filed | |
| Micron Technology,Inc. | 595112103 | COM | 12,514 | $14,444,785 | dollars as filed | |
| SanDisk Corporation | 80004C200 | COM | 6,284 | $14,288,119 | dollars as filed | |
| SEAGATE TECHNOLOGY HLDNGS | G7997R103 | ORD SHS | 14,789 | $14,271,385 | dollars as filed | |
| MARVELL TECHNOLOGY INC | 573874104 | COM | 18,096 | $5,390,617 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0002035834-26-000002 | this filing | 2026-10-15 |