Macquarie Group Ltd.
Annual return '25
+15.1%
SPY '25
+17.7%
Alpha
-2.6ptsvs SPY
Invested
$17.3B
Holdings
813
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
$IVV
ISHARES TR
Q4 2025: New position (91 shares)
7.1%
02
$SPY
STATE STR SPDR S&P 500 ETF T
Q4 2025: New position (4.2k shares)
5.2%
03
$NVDA
NVIDIA CORPORATION
Q4 2025: New position (3.0k shares)
4.5%
04
$AAPL
APPLE INC
Q1 2026: Sold 7.5% (28.3k → 26.2k shares)
3.9%
05
$MSFT
MICROSOFT CORP
Q1 2026: Sold 29.5% (22.5k → 15.8k shares)
2.3%
06
$AVGO
BROADCOM INC
Q1 2026: Increased +5.1% (5.7k → 6.0k shares)
2.3%
07
$GOOGL
ALPHABET INC
Q4 2025: New position (3.5k shares)
2.1%
08
$GOOG
ALPHABET INC
Q1 2026: Sold 4.0% (4.3k → 4.1k shares)
1.9%
09
$VOO
VANGUARD INDEX FDS
Q1 2026: Sold 50.4% (454 → 225 shares)
1.9%
10
$MU
MICRON TECHNOLOGY INC
Q4 2025: New position (100 shares)
1.7%
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 09:43 UTC.