Loftus Peak Pty Ltd
CIK 2035834 · Holdings on Jun 30, 2026 · First reported Oct 15, 2026
Top ten holdings
Q2 2026- NVDA10.77%
- TSM8.39%
- LLY7.45%
- META6.41%
- UBER5.11%
- AMD4.81%
- GOOGL4.47%
- MSFT4.30%
- ASML4.24%
- AMZN4.18%
Share classes counted separately60.13%
Portfolio value by quarter
Top 10 holdings 26
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | NVDANVIDIA CORPCommon Stock View history and evidence | $79.13M | 10.77% | 395.45K shares | Prior unavailable — | — | ↗▾ |
| 02 | TSMTAIWAN SEMICONDUCTOR-SP ADRADR View history and evidence | $61.62M | 8.39% | 129.03K shares | Prior unavailable — | — | ↗▾ |
| 03 | LLYELI LILLY & COCommon Stock View history and evidence | $54.68M | 7.45% | 45.59K shares | Prior unavailable — | — | ↗▾ |
| 04 | METAMETA PLATFORMS INC-CLASS ACommon Stock View history and evidence | $47.07M | 6.41% | 83.56K shares | Prior unavailable — | — | ↗▾ |
| 05 | UBERUBER TECHNOLOGIES INCCommon Stock View history and evidence | $37.50M | 5.11% | 519.66K shares | Prior unavailable — | — | ↗▾ |
| 06 | AMDADVANCED MICRO DEVICESCommon Stock View history and evidence | $35.33M | 4.81% | 60.82K shares | Prior unavailable — | — | ↗▾ |
| 07 | GOOGLALPHABET INC-CL ACommon Stock View history and evidence | $32.80M | 4.47% | 91.78K shares | Prior unavailable — | — | ↗▾ |
| 08 | MSFTMICROSOFT CORPCommon Stock View history and evidence | $31.55M | 4.30% | 84.58K shares | Prior unavailable — | — | ↗▾ |
| 09 | ASMLASML HOLDING NV-NY REG SHSNY Reg Shrs View history and evidence | $31.12M | 4.24% | 15.64K shares | Prior unavailable — | — | ↗▾ |
| 10 | AMZNAMAZON.COM INCCommon Stock View history and evidence | $30.73M | 4.18% | 128.95K shares | Prior unavailable — | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 2035834 · Period Jun 30, 2026
Data loaded Nov 10, 2026 · First reported Oct 15, 2026
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 734397561
}Take these holdings further.
This page includes 26 of 26 reported holdings. Log in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.