Perpetual LTD Portfolio Holdings

Perpetual LTD

  • $6.91 Trillion
  • Q4 2025

Perpetual LTD has filed its 13F form on January 20, 2026 for Q4 2025 where it was disclosed a total value porftolio of $6.91 Trillion distributed in 741 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Sempra Energy with a value of $283B, Microsoft Corp with a value of $238B, Atmos Energy Corp with a value of $234B, Philip Morris International Inc. with a value of $232B, and Intercontinental Exchange, Inc. with a value of $216B.

Examining the 13F form we can see an decrease of $1.14T in the current position value, from $8.06T to 6.91T.

Perpetual LTD is based out at Sydney, New South Wales, C3

Below you can find more details about Perpetual LTD portfolio as well as his latest detailed transactions.

Portfolio value $6.91 Trillion
Technology: $1.08 Trillion
Industrials: $893 Billion
Basic Materials: $872 Billion
Financial Services: $851 Billion
Utilities: $700 Billion
Healthcare: $484 Billion
Communication Services: $427 Billion
Consumer Cyclical: $411 Billion
Other: $629 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$140B
$469 Million 0.01% of portfolio
1,943
Q4 2025 Added 46.97%
$4.78B
$551 Million 0.01% of portfolio
7,427
Q4 2025 Added 11.23%
$31.5B
$493 Million 0.01% of portfolio
6,711
Q3 2025 Added 10.02%
$13.9B
$388 Million 0.01% of portfolio
2,739
Q4 2025 New
$14.8B
$734 Million 0.01% of portfolio
4,684
Q4 2025 Added 27.08%
$147B
$517 Million 0.01% of portfolio
5,421
Q4 2025 Added 42.36%
$1.41B
$140 Million 0.0% of portfolio
37,728
Q4 2025 New
$29.2B
$216 Million 0.0% of portfolio
7,683
Q4 2025 Reduced 0.01%
$89.3B
$341 Million 0.0% of portfolio
2,937
Q4 2025 Added 46.12%
$67.6B
$290 Million 0.0% of portfolio
5,428
Q4 2025 New
$20.9B
$217 Million 0.0% of portfolio
1,046
Q4 2025 Reduced 12.83%
$5.75B
$256 Million 0.0% of portfolio
2,520
Q4 2025 Reduced 85.7%
$52.1B
$303 Million 0.0% of portfolio
23,057
Q3 2025 Reduced 56.33%
$21.1B
$343 Million 0.0% of portfolio
3,892
Q4 2025 New
$114B
$215 Million 0.0% of portfolio
991
Q3 2025 New
$26.5B
$284 Million 0.0% of portfolio
1,890
Q3 2025 Added 8.25%
$34.9B
$204 Million 0.0% of portfolio
621
Q4 2025 Reduced 99.3%
$51.8B
$242 Million 0.0% of portfolio
1,117
Q4 2025 Reduced 36.17%
$23.5B
$334 Million 0.0% of portfolio
9,121
Q4 2025 Reduced 70.05%
$20B
$345 Million 0.0% of portfolio
3,972
Q4 2025 New
$79.2B
$252 Million 0.0% of portfolio
3,957
Q4 2025 New
$46.9B
$293 Million 0.0% of portfolio
2,158
Q4 2025 Added 0.98%
$57.9B
$295 Million 0.0% of portfolio
1,417
Q4 2025 Reduced 60.06%
$64.7B
$311 Million 0.0% of portfolio
2,962
Q4 2025 Added 25.19%
$54.5B
$335 Million 0.0% of portfolio
1,727
Q4 2025 Added 12.14%
$160B
$320 Million 0.0% of portfolio
1,399
Q4 2025 New
$70.1B
$290 Million 0.0% of portfolio
1,780
Q4 2025 Reduced 8.25%
$14.8B
$333 Million 0.0% of portfolio
1,528
Q4 2025 New
$84.4B
$209 Million 0.0% of portfolio
1,018
Q4 2025 Reduced 7.62%
$18.4B
$260 Million 0.0% of portfolio
463
Q4 2025 New
$104B
$313 Million 0.0% of portfolio
1,215
Q4 2025 Added 58.82%
$9.8B
$223 Million 0.0% of portfolio
6,050
Q4 2025 New
$89.7B
$208 Million 0.0% of portfolio
1,122
Q4 2025 New
$92.7B
$260 Million 0.0% of portfolio
837
Q4 2025 New
$99.7B
$207 Million 0.0% of portfolio
1,270
Q3 2025 Reduced 25.29%
$405B
$270 Million 0.0% of portfolio
252
Q4 2025 Reduced 57.0%
$14.8B
$258 Million 0.0% of portfolio
5,963
Q3 2025 New
$875M
$218 Million 0.0% of portfolio
5,893
Q4 2025 Reduced 7.78%
$15.9B
$329 Million 0.0% of portfolio
1,028
Q4 2025 New
Servicetitan Inc
-
$317 Million 0.0% of portfolio
-
Q4 2025 Added 0.51%
$52.4B
$327 Million 0.0% of portfolio
8,531
Q4 2025 Reduced 94.91%
$2.24B
$271 Million 0.0% of portfolio
15,500
Q4 2025 New
$132B
$333 Million 0.0% of portfolio
1,707
Q3 2025 Reduced 21.7%
$72.9B
$259 Million 0.0% of portfolio
903
Q4 2025 New
$37.6B
$217 Million 0.0% of portfolio
2,610
Q4 2025 Reduced 98.93%
Qnity Electronics Inc
-
$262 Million 0.0% of portfolio
-
Q4 2025 New
$14.3B
$340 Million 0.0% of portfolio
12,502
Q4 2025 New
$55.9B
$311 Million 0.0% of portfolio
384
Q4 2025 Added 23.47%
$87.8B
$288 Million 0.0% of portfolio
564
Q4 2025 New

Summary

  • Portfolio
  • No. of Stocks 741
  • Current Value $6.91 Trillion
  • Prior Value $8.06 Trillion
  • Filing
  • Period Q4 2025
  • Filing Date January 20, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 77 stocks
  • Additional Purchases 179 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 130 stocks
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