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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 June 2025

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

37.1

5.6

2Temple & Webster Group *

27.1

4.1

3

ARB Corporation

26.6

4.0

4Gentrack Group

24.0

3.6
5

ResMed

22.3

3.4
6ALS

21.3

3.2

7EVT

20.8

3.1

8Mainfreight

19.4

2.9

9

EQT Holdings

18.1

2.7

10

CAR Group*

17.02.6
11

HUB24 *

16.62.5
12Netwealth Group14.62.2
13Breville Group14.62.2
14Life36014.42.2
15Region Group *13.7

2.1

16Cleanaway Waste Management13.3

2.0

17

James Hardie Industries *

13.22.0
18Objective Corporation12.5

1.9

19

AUB Group

11.8

1.8
20Cobram Estate Olives11.61.7
Total

369.8

As percentage of total portfolio value (excludes cash)55.7%

*Indicates that options were outstanding against part of the holding