Perpetual Ltd
Annual return '25
+14.2%
SPY '25
+17.7%
Alpha
-3.5ptsvs SPY
Invested
$6.5B
Holdings
423
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 95%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$SRE
SEMPRA
Q1 2026: Increased +188.7% (1.8k → 5.3k shares)
4.5%
02
$ATO
ATMOS ENERGY CORP
Q4 2025: Exited (was 26.6k shares)
3.5%
03
$FLUT
FLUTTER ENTMT PLC
Q4 2025: Exited (was 929.9k shares)
3.4%
04
$ICE
INTERCONTINENTAL EXCHANGE IN
Q1 2026: Sold 97.7% (54.1k → 1.3k shares)
3.2%
05
$PM
PHILIP MORRIS INTL INC
Q1 2026: Sold 88.9% (49.3k → 5.5k shares)
3.0%
06
$CSX
CSX CORP
Q1 2026: Sold 11.1% (81.0k → 72.0k shares)
2.9%
07
$MSFT
MICROSOFT CORP
Q1 2026: Increased +0.9% (697.0k → 703.1k shares)
2.7%
08
$CRH
CRH PLC
Q4 2025: Exited (was 7.8k shares)
2.6%
09
$UNP
UNION PAC CORP
Q1 2026: Sold 81.2% (11.1k → 2.1k shares)
2.6%
10
$TMO
THERMO FISHER SCIENTIFIC INC
Q1 2026: Sold 57.5% (2.8k → 1.2k shares)
2.6%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 10:41 UTC.