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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 June 2021

RankCompany NameTotal Value ($M)% of
Portfolio
1Mainfreight35.86.1
2ARB Corporation30.35.1
3Macquarie Telecom Group24.54.1
4Reece21.53.6
5IRESS19.93.4
6Breville Group17.93.0
7Netwealth Group16.82.9
8AUB Group15.92.7
9Objective Corporation15.62.6
10James Hardie Industries15.42.6
11Carsales.com*14.82.5
12Pinnacle Investment Management Group14.72.5
13ResMed14.32.4
14Seek14.22.4
15NEXTDC14.02.4
16ALS13.02.2
17FINEOS Corporation Holdings12.32.1
18Fisher & Paykel Healthcare Corporation12.02.0
19Ansell11.92.0
20Invocare11.82.0
Total346.5
As percentage of total portfolio value (excludes cash)58.7%

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