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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 September 2021

RankCompany NameTotal Value ($M)% of
Portfolio
1Mainfreight46.37.1
2ARB Corporation34.35.3
3Macquarie Telecom Group33.35.1
4IRESS21.13.2
5Pinnacle Investment Management Group19.33.0
6Breville Group17.52.7
7James Hardie Industries17.12.6
8AUB Group17.02.6
9FINEOS Corporation Holdings16.92.6
10Carsales.com16.62.6
11ResMed16.22.5
12Reece15.82.4
13Netwealth Group14.32.2
14NEXTDC*14.22.2
15Temple & Webster Group12.92.0
16Seek12.82.0
17Fisher & Paykel Healthcare Corporation12.72.0
18ALS12.71.9
19EQT Holdings12.41.9
20Invocare12.01.8
Total375.5
As percentage of total portfolio value (excludes cash)57.7%

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