Loftus Peak Pty Ltd has filed a Form 13F-HR reporting its holdings in 26 U.S. equity securities as of September 30, 2026. The filing lists the company's address as Suite 304, 350 George Street, Sydney, and identifies Gary Cullen as the Chief Operating Officer.
The portfolio includes a mix of technology, healthcare, and consumer companies. Among the largest positions are Nvidia Corp, with 396,998 shares, and Taiwan Semiconductor-SP ADR, with 134,934 shares. Other notable holdings include Amazon.com Inc (133,113 shares), Samsara (529,271 shares), and Uber Technologies Inc (562,722 shares). The filing indicates that all positions are held in common stock and that voting rights are exercised solely by the filer.
- Major Technology Holdings: The portfolio includes significant stakes in Nvidia, Taiwan Semiconductor, Amazon, and Broadcom.
- Consumer and Industrial Stocks: Positions include Uber, Samsara, and Seagate Technology.
- Healthcare and Other Sectors: Holdings include Eli Lilly, Astrazeneca, and Revolution Medicines.
