Loftus Peak Pty Ltd has filed its latest Form 13F-HR with the U.S. Securities and Exchange Commission, disclosing equity securities held as of the close of business on June 30, 2026. The filing details a portfolio consisting of 21 distinct common stock positions held by the firm.
The largest position in the portfolio is in Maplebear Inc, the parent company of Instacart, with a reported holding of 362,267 shares. This is followed by Samsara Inc, which holds 541,095 shares, and Uber Technologies Inc with 519,656 shares. Other significant holdings include Moderna Inc with 255,836 shares, Netflix Inc with 356,203 shares, and Nvidia Corp with 395,452 shares.
The filing lists the following other companies held by Loftus Peak:
- Advanced Micro Devices Common Stock
- Alphabet Inc Class A Common Stock
- Amazon.com Inc Common Stock
- ASML Holdings N.V
- Broadcom Inc Common Stock
- Datadog Inc Common Stock
- Eli Lilly & Company Common Stock
- Marvell Technology Common Stock
- Mercadolibre Inc Common Stock
- Meta Platforms Inc Class A Common Stock
- Micron Technology Common Stock
- Microsoft Corporation Common Stock
- MKS Inc Common Stock
- Revolution Medicines Inc Common Stock
- Roku Inc Common Stock
- Sandisk Corp Common Stock
- Seagate Technology Common Stock
- SPOTIFY TECHNOLOGY SA Common Stock
- Taiwan Semiconductor-SP ADR ADR
The filing indicates that all positions are held in common stock and that the firm acts as the sole voting and dispositive power holder for these securities.
