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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 April 2024

RankCompany NameTotal Value ($M)% of
Portfolio
1Macquarie Technology Group

35.6

5.9

2ARB Corporation *

23.4

3.9

3

CAR Group *

21.4

3.5
4Mainfreight

21.3

3.5
5

Temple & Webster Group *

20.43.4
6Gentrack Group18.83.1
7ResMed *18.5

3.0

8EQT Holdings16.12.7
9

Breville Group *

15.92.6
10

ALS

15.92.6
11

IDP Education

15.52.6
12Netwealth Group *14.32.4
13Fisher & Paykel Healthcare Corporation *13.42.2
14PSC Insurance Group12.42.0
15IPD Group12.32.0
16EVT11.92.0
17HUB 2411.7

1.9

18Pinnacle Investment Management Group11.51.9
19Infomedia10.71.8
20

Objective Corporation

10.6

1.8
Total

331.5

As percentage of total portfolio value (excludes cash)54.7%

*Indicates that options were outstanding against part of the holding