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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 2022

RankCompany NameTotal Value ($M)% of
Portfolio
1Mainfreight34.56.1
2Macquarie Telecom Group30.15.3
3ARB Corporation23.54.1
4IRESS21.23.7
5Carsales.com18.73.3
6AUB Group16.02.8
7Netwealth Group15.72.8
8ALS15.02.6
9Breville Group14.52.5
10Corporate Travel Management14.22.5
11James Hardie Industries14.12.5
12Pinnacle Investment Management Group13.02.3
13ResMed12.72.2
14Auckland International Airport12.52.2
15Reece11.92.2
16EQT Holdings11.82.1
17PEXA Group11.82.1
18Invocare11.62.0
19JB Hi-Fi *11.52.0
20Cleanaway *10.61.9
Total325.0
As percentage of total portfolio value (excludes cash)57.2%

*Indicates that options were outstanding against part of the holding