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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 March 2021

RankCompany NameTotal Value ($M)% of
Portfolio
1Mainfreight31.96.3
2ARB Corporation25.35.0
3Macquarie Telecom Group22.34.4
4Reece18.83.7
5Breville Group16.23.2
6AUB Group13.62.7
7James Hardie Industries13.62.7
8Netwealth Group13.22.6
9IRESS13.22.6
10Seek13.12.6
11Objective Corporation12.32.4
12NEXTDC12.32.4
13Fisher & Paykel Healthcare Corporation12.22.4
14Carsales.com11.72.3
15Invocare11.42.2
16Pinnacle Investment Management Group11.32.2
17Xero11.22.2
18ResMed11.02.2
19Ansell10.72.1
20EQT Holdings10.22.0
Total295.7
As percentage of total portfolio value (excludes cash)58.0%

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