Loftus Peak Pty

Loftus Peak Pty as of June 30, 2026

Portfolio Holdings for Loftus Peak Pty

Loftus Peak Pty holds 26 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Nvidia Corp Common Stock (NVDA) 10.8 $79M 396k 200.09
Taiwan Semiconductor-SP Adr (TSM) 8.4 $62M 129k 477.57
Eli Lilly & Company Common Stock (LLY) 7.4 $55M 46k 1199.43
Meta Platforms Inc Class A Common Stock (META) 6.4 $47M 84k 563.29
Uber Technologies Common Stock (UBER) 5.1 $38M 520k 72.16
Advanced Micro Devices Common Stock (AMD) 4.8 $35M 61k 580.91
Alphabet Inc Class A Common Stock (GOOGL) 4.5 $33M 92k 357.37
Microsoft Corporation Common Stock (MSFT) 4.3 $32M 85k 373.02
ASML Holdings NY Reg Shrs (ASML) 4.2 $31M 16k 1989.44
Amazon.com Common Stock (AMZN) 4.2 $31M 129k 238.34
Spotify Technology Sa Common Stock (SPOT) 3.7 $27M 59k 459.13
Netflix Common Stock (NFLX) 3.5 $25M 356k 71.40
Broadcom Common Stock (AVGO) 3.3 $25M 65k 377.75
Qualcomm Common Stock (QCOM) 3.2 $23M 127k 184.79
Mks Common Stock (MKSI) 2.9 $21M 47k 444.80
Roku Common Stock (ROKU) 2.5 $18M 133k 138.14
Revolution Medicines Common Stock (RVMD) 2.5 $18M 96k 187.28
Moderna Common Stock (MRNA) 2.4 $18M 256k 70.03
Samsara Common Stock (IOT) 2.4 $18M 541k 32.43
Mercadolibre Common Stock (MELI) 2.4 $17M 10k 1697.39
Maplebear Common Stock (CART) 2.3 $17M 362k 47.35
Datadog Common Stock (DDOG) 2.3 $17M 64k 260.36
Micron Technology Common Stock (MU) 2.0 $14M 13k 1154.29
Sandisk Corp Common Stock (SNDK) 1.9 $14M 6.3k 2273.73
Seagate Technology Common Stock (STX) 1.9 $14M 15k 965.00
Marvell Technology Common Stock (MRVL) 0.7 $5.4M 18k 297.89