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Top 20 investments

Performance
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In constructing the portfolio we ensure the top 20 holdings do not dominate the portfolio. Investment included in the Mirrabooka portfolio are selected for their profitability and growth prospects.

Latest Net Tangible Assets Announcement


Top 20 investments valued at closing prices at 30 September 2020

RankCompany NameTotal Value ($M)% of
Portfolio
1Macquarie Telecom Group21.85.1
2Mainfreight21.24.9
3ARB Corporation20.34.7
4Reece16.83.9
5Netwealth Group15.33.6
6Breville Group15.13.5
7NextDC14.53.4
8Carsales.com13.63.2
9Qube Holdings12.62.9
10Objective Corporation12.52.9
11James Hardie Industries12.32.9
12AUB Group11.32.6
13EQT Holdings10.62.5
14Seek10.52.5
15Xero10.02.3
16Invocare10.02.3
17IRESS9.72.3
18HUB249.42.2
19ALS9.22.1
20Fisher & Paykel Healthcare9.02.1
Total265.6
As percentage of total portfolio value (excludes cash)61.9%

*Indicates that options were outstanding against part of the holding.