13F
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Alphinity Investment Management Pty Ltd

13F equity value
$5.7B
Positions
29
Top 10 concentration
57.1%
Quarters / total new picks
30 / 124
13F equity value over time
$0M$9B$18B2017201820192020202120222023202420252026

"13F equity value" = market value of this filer's US-listed long equity positions only. It excludes cash, bonds, non-US and short positions, so it understates a fund's true assets under management — often by a lot.

Not significant Verdict

13F holdings are disclosed ~45 days after quarter-end, and they never reveal when within the quarter a fund actually bought. So any 13F-based summary is structurally late and blurred — this applies to every fund, including this one.

We backtested copying it anyway. Buying this fund's new positions the day each filing went public, over 30 quarters, returned +3.3% per quarter — versus +3.3% per quarter from simply owning every 13F stock. It beat that baseline in only 50.0% of quarters (excess t = 0.10, not statistically significant). Its filings tell you what it bought — not what you should buy.

Avg 2Q excess
+0.3%
t-stat
0.10
Quarterly win rate
50%
Annualized excess
+0.1%
$1 → follow vs universe
$2.42 vs $2.39
Cumulative return: $1 invested in new picks vs universe
1.00 20180331: universe 1.04120180630: universe 0.95920180930: universe 1.00320181231: universe 0.99220190331: universe 0.97520190630: universe 1.04820190930: universe 1.12720200331: universe 1.35820200630: universe 1.50120200930: universe 1.84020201231: universe 1.92420210331: universe 1.94220210930: universe 1.74320211231: universe 1.48320220331: universe 1.59220220630: universe 1.47520220930: universe 1.58520221231: universe 1.47220230331: universe 1.55120230630: universe 1.49520230930: universe 1.69720231231: universe 1.77320240331: universe 1.81320240630: universe 1.97820240930: universe 1.96120241231: universe 1.83020250331: universe 1.99520250630: universe 2.05720250930: universe 2.31420251231: universe 2.393 20180331: follow 1.09620180630: follow 1.07020180930: follow 1.11720181231: follow 1.19820190331: follow 1.27720190630: follow 1.46020190930: follow 1.71520200331: follow 1.89420200630: follow 2.02820200930: follow 2.34520201231: follow 2.51820210331: follow 2.37720210930: follow 2.26820211231: follow 1.94620220331: follow 2.04720220630: follow 2.05820220930: follow 2.14420221231: follow 2.28720230331: follow 2.62020230630: follow 2.81120230930: follow 3.02920231231: follow 3.15120240331: follow 3.15520240630: follow 2.98720240930: follow 3.13820241231: follow 3.02320250331: follow 2.63520250630: follow 2.71820250930: follow 2.51620251231: follow 2.418 0.88 2.14 3.41 20182019202020212022202320242025 Follow Universe

Quarterly compounding, invested quarters only · entry 47 days after quarter-end (when 13F data becomes public)

Listed as facts. See the verdict above before treating this as signal.

Top 20 holdings of 29 · 2026 Q1

Ticker Value Weight QoQ
NVDA $474M
8.3%
TRIM
JPM $379M
6.7%
TRIM
MSFT $363M
6.4%
TRIM
AAPL $324M
5.7%
TRIM
TSM $316M
5.6%
TRIM
KO $315M
5.5%
TRIM
MSI $288M
5.1%
TRIM
CRH $281M
4.9%
TRIM
ISRG $256M
4.5%
TRIM
CAT $249M
4.4%
TRIM
CB $229M
4.0%
ADD
WELL $222M
3.9%
NEW
PH $220M
3.9%
TRIM
COST $211M
3.7%
TRIM
GOOGL $207M
3.6%
NEW
CBRE $167M
2.9%
TRIM
AXP $165M
2.9%
TRIM
AVGO $163M
2.9%
TRIM
APH $162M
2.9%
TRIM
KEYS $156M
2.7%
NEW

QoQ vs previous quarter's share count · NEW = new position · ADD/TRIM = ±2% shares · HOLD = unchanged.

Listed as facts. See the verdict above before treating this as signal.

New positions in 2026 Q1

GOOGLKEYSWELL

Method & Limitations

Method: a "new position" = held this quarter, absent last quarter (options excluded; stocks with <50 prior holders excluded to filter spin-off artifacts). Entry 47 days after quarter-end — the first day the public could act on the filing. Benchmark = equal-weighted universe of all 13F-held stocks. Limitations: quarterly snapshots can't see intra-quarter trades; survivorship bias — funds that shut down are absent, which flatters the sample. Statistics, not advice.