Loftus Peak Pty

Loftus Peak Pty as of Sept. 30, 2026

Portfolio Holdings for Loftus Peak Pty

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

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Nvidia Corp Common Stock (NVDA) 11.6 $91M 397k 228.38
Taiwan Semiconductor-SP Adr (TSM) 7.9 $62M 135k 456.19
Eli Lilly & Company Common Stock (LLY) 7.5 $58M 50k 1157.08
Meta Platforms Inc Class A Common Stock (META) 6.2 $48M 66k 725.18
Uber Technologies Common Stock (UBER) 4.9 $39M 563k 68.51
ASML Holdings NY Reg Shrs (ASML) 4.9 $38M 21k 1811.67
Alphabet Inc Class A Common Stock (GOOGL) 4.7 $36M 106k 344.08
Broadcom Common Stock (AVGO) 4.5 $35M 100k 351.19
Microsoft Corporation Common Stock (MSFT) 4.4 $35M 68k 512.90
Amazon.com Common Stock (AMZN) 4.2 $33M 133k 249.15
Spotify Technology Sa Common Stock (SPOT) 4.0 $32M 65k 487.38
Netflix Common Stock (NFLX) 3.8 $30M 424k 69.58
Qualcomm Common Stock (QCOM) 3.1 $24M 132k 184.04
Advanced Micro Devices Common Stock (AMD) 2.9 $23M 37k 611.76
Datadog Common Stock (DDOG) 2.7 $22M 78k 273.85
Marvell Technology Common Stock (MRVL) 2.7 $21M 81k 264.21
Samsara Common Stock (IOT) 2.6 $20M 529k 38.13
Revolution Medicines Common Stock (RVMD) 2.5 $20M 95k 205.26
Mercadolibre Common Stock (MELI) 2.2 $18M 10k 1728.53
Maplebear Common Stock (CART) 2.2 $17M 390k 43.12
Astrazeneca Adr 2.1 $17M 103k 161.47
Blackberry Common Stock (BB) 2.1 $16M 1.8M 9.04
Mks Common Stock (MKSI) 2.0 $15M 58k 265.36
Seagate Technology Common Stock (STX) 1.8 $14M 15k 922.34
Sandisk Corp Common Stock (SNDK) 1.4 $11M 6.1k 1739.89
Micron Technology Common Stock (MU) 1.1 $8.8M 8.2k 1065.11