SEC 13F Intelligence

Managers / Q1 2022 · view latest →

Perpetual Investment Management Ltd

CIK 0001570625 · 14/123 PITT STREET, SYDNEY, 2000 · 612 9229 9000

Reported Value
$797M
Q1 2022
Positions
224
Filings on Record
9
2019–present window
Filed
May 10, 2022
original filing

Summary

Perpetual Investment Management Ltd reported $797M in U.S.-listed holdings across 224 positions for Q1 2022.

Its largest position, LNWO, represents 5.0% of the portfolio.

Compared with Q4 2021, the fund opened 8 new positions and exited 13.

Reported Value by Quarter

13F Reported Value
Q1 ’21: $602MQ1 ’21Q2 ’21: $705MQ2 ’21Q3 ’21: $789MQ3 ’21Q4 ’21: $872MQ4 ’21Q1 ’22: $797MQ1 ’22Q2 ’22: $683MQ2 ’22Q3 ’22: $684MQ3 ’22Q4 ’22: $838MQ4 ’22filingsflow.com

Portfolio Composition

By security type
Common Stock: 80.7%Other: 12.7%ADR: 4.9%REIT: 1.7%
  • Common Stock · 80.7% · $642M
  • Other · 12.7% · $101M
  • ADR · 4.9% · $39M
  • REIT · 1.7% · $14M

Quarter-over-Quarter Changes full breakdown →

Holdings — Q1 2022

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#IssuerClass% PortfolioValueShares

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q4 2022$838M211Feb 14, 202313F-HRchanges · EDGAR ↗
Q3 2022$684M209Nov 10, 202213F-HRchanges · EDGAR ↗
Q2 2022$683M213Aug 10, 202213F-HRchanges · EDGAR ↗
Q1 2022$797M224May 10, 202213F-HRchanges · EDGAR ↗
Q4 2021$872M229Feb 14, 202213F-HRchanges · EDGAR ↗
Q3 2021$789M435Nov 10, 202113F-HRchanges · EDGAR ↗
Q2 2021$705M398Aug 16, 202113F-HRchanges · EDGAR ↗
Q1 2021$602M401May 11, 202113F-HRchanges · EDGAR ↗

Other Included Managers

This filing reports holdings on behalf of 2 additional managers.

  • Perpetual Ltd028-18148
  • AMP Capital Investors Ltd028-15414

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.