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Top 20 investments


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 October 2023

RankCompany NameTotal Value ($M)% of
1Macquarie Technology Group28.05.5
2ARB Corporation19.83.9
3Mainfreight18.93.7 *18.83.7
5IDP Education16.43.2
6EQT Holdings13.32.6
7James Hardie Industries *13.32.6
8Breville Group13.12.6
10Gentrack Group12.92.5
11Reece *11.92.3
12Fisher & Paykel Healthcare Corporation11.82.3
13Auckland International Airport11.72.3
14AUB Group11.42.2
15HUB24 *10.62.1
16Temple & Webster Group10.52.1
17Eagers Automotive *10.42.1
18REA Group *10.12.0
19IPD Group10.02.0
As percentage of total portfolio value (excludes cash)54.4%

*Indicates that options were outstanding against part of the holding