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MFF Capital Investments Ltd

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13F filer, CIK 2104888, SYDNEY, Australia

MFF Capital Investments Ltd reported $1,648,166,833 across 19 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-08-11. Its ten largest share positions make up 85.77% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0002104888-26-000004

Period
2026-06-30
Reported value
$1.65B
Holdings
19
Top 10 weight
85.77%
New
0
Sold out
0

Largest buys vs the previous quarter

None.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
UNHreduced-70,000-$29.1M
CVSreduced-200,000-$20.7M
GOOGLreduced-12,000-$4.29M
GOOGreduced-12,000-$4.24M
DKSreduced-12,000-$2.72M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2026

Share positions as resolved from 13F-HR 0002104888-26-000004, largest first. % of portfolio is the value over $1,648,166,833, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 559,428 shares; 2026Q1: 528,372 shares; 2026Q2: 516,372 shares 516,372$185M11.2%-12,000Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 477,902 shares; 2026Q1: 494,902 shares; 2026Q2: 494,902 shares 494,902$170M10.3%0Timeline
MAMASTERCARD INCORPORATEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 317,119 shares; 2026Q1: 330,119 shares; 2026Q2: 330,119 shares 330,119$170M10.29%0Timeline
BACBANK OF AMER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 2,815,547 shares; 2026Q1: 2,841,547 shares; 2026Q2: 2,841,547 shares 2,841,547$162M9.82%0Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 555,442 shares; 2026Q1: 620,442 shares; 2026Q2: 620,442 shares 620,442$148M8.97%0Timeline
AXPAMERICAN EXPRESS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 389,309 shares; 2026Q1: 402,309 shares; 2026Q2: 402,309 shares 402,309$136M8.26%0Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 202,656 shares; 2026Q1: 222,879 shares; 2026Q2: 222,879 shares 222,879$126M7.62%0Timeline
HDHOME DEPOT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 325,430 shares; 2026Q1: 327,920 shares; 2026Q2: 327,920 shares 327,920$116M7.02%0Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 217,050 shares; 2026Q1: 273,429 shares; 2026Q2: 273,429 shares 273,429$102M6.19%0Timeline
UNHUNITEDHEALTH GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 279,315 shares; 2026Q1: 312,384 shares; 2026Q2: 242,384 shares 242,384$101M6.11%-70,000Timeline
LOWLOWES COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 286,835 shares; 2026Q1: 289,135 shares; 2026Q2: 289,135 shares 289,135$63.8M3.87%0Timeline
BXBLACKSTONE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 261,801 shares; 2026Q1: 345,251 shares; 2026Q2: 345,251 shares 345,251$40.6M2.46%0Timeline
KKRKKR & CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 298,711 shares; 2026Q1: 402,289 shares; 2026Q2: 402,289 shares 402,289$36.9M2.24%0Timeline
USBUS BANCORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 511,736 shares; 2026Q1: 545,736 shares; 2026Q2: 545,736 shares 545,736$33M2%0Timeline
DKSDICKS SPORTING GOODS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: 93,581 shares; 2026Q2: 81,581 shares 81,581$18.5M1.12%-12,000Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 74,314 shares; 2026Q1: 63,314 shares; 2026Q2: 51,314 shares 51,314$18.1M1.1%-12,000Timeline
CVSCVS HEALTH CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 307,925 shares; 2026Q1: 360,853 shares; 2026Q2: 160,853 shares 160,853$16.6M1.01%-200,000Timeline
RBARB GLOBAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 11,847 shares; 2026Q1: 47,847 shares; 2026Q2: 47,847 shares 47,847$5.57M0.34%0Timeline
ICEINTERCONTINENTAL EXCHANGE INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 11,183 shares; 2026Q1: 11,183 shares; 2026Q2: 11,183 shares 11,183$1.38M0.08%0Timeline

How Q2 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0002104888-26-000004 base2026-08-11acceptance time not in the bulk data set

Filings

Every filing of this filer: 13F reports and notices, the 13D and 13G it filed or is a reporting person of, and Forms 3, 4 and 5 it reported as an owner.

FilingSubjectFiledAcceptedIngested
13F-HR 0002104888-26-000004 Quarter ended 2026-06-302026-08-11acceptance time not in the bulk data set
13F-HR 0002104888-26-000002 Quarter ended 2026-03-312026-05-04acceptance time not in the bulk data set
13F-HR 0002104888-26-000001 Quarter ended 2025-12-312026-02-17acceptance time not in the bulk data set