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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 31 July 2020

RankCompany NameTotal Value ($M)% of
Portfolio
1Mainfreight21.85.5
2Macquarie Telecom Group20.95.3
3Objective Corporation18.54.7
4Breville Group15.63.9
5ARB Corporation14.13.5
6Qube Holdings13.73.4
7NextDC13.43.4
8Reece13.03.3
9Netwealth Group12.13.0
10Carsales.com12.13.0
11Seek10.72.7
12James Hardie Industries10.72.7
13EQT Holdings10.02.5
14IRESS9.92.5
15Fisher & Paykel Healthcare9.82.5
16Invocare9.72.4
17Resmed9.32.3
18Xero8.92.2
19ALS8.52.1
20AUB Group8.12.0
Total250.8
As percentage of total portfolio value (excludes cash)63.1%

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