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Retail Employees Superannuation Pty Ltd as trustee for Retail Employees Superannuation Trust

SEC Form 13F institutional filer · CIK 0002086998

13F-HR · 27 reported holdings · 2026-03-31

Retail Employees Superannuation Pty Ltd as trustee for Retail Employees Superannuation Trust is an Australian pension fund.

Reported long-US-equity value

$0.67B

Top-10 concentration

56.7%

Retail Employees Superannuation Pty Ltd as trustee for Retail Employees Superannuation Trust — $672M AUM allocation strategy

Retail Employees Superannuation Pty Ltd as trustee for Retail Employees Superannuation Trust files SEC Form 13F and reports $672M of long US equity value across 27 reported holdings for 2026-03-31.

Its largest sector bet is Information Technology 30.1%, followed by Communication Services 16.2% and Health Care 9.3%.

The top 10 holdings account for 57% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.

Retail Employees Superannuation Pty Ltd as trustee for Retail Employees Superannuation Trust — latest SEC 13F insights

Reported long-US-equity value (13F AUM)

$672M

total across 27 reported holdings · 2026-03-31 · excludes shorts, cash, non-US

Top-10 concentration

57% of value

higher = narrower conviction; lower = spread / hedging

Biggest adds (shares)

$NVDA$WFC$CTAS

+$NVDA +231K sh · +$38.2M+$WFC +135K sh · +$9.88M+$CTAS +131K sh · +$33.2M

Added from nil (new positions)

$NFLX$ROL

2 fresh holdings — new conviction

Exited to nil (held last quarter, gone now)

$JPM$TYL$ZTS$EQIX

$JPM ($10.8M last qtr)$TYL ($9.42M last qtr)$ZTS ($4.66M last qtr)$EQIX ($2.95M last qtr)

Sector allocation (share of reported value)

Information Technology 30%Communication Services 16%Health Care 9%Industrials 9%Financials 8%Consumer Discretionary 5%Materials 3%Real Estate 3%Other holdings 16%SECTORS
  • $XLKInformation Technology30.1%
  • $XLCCommunication Services16.2%
  • $XLVHealth Care9.3%
  • $XLIIndustrials9.1%
  • $XLFFinancials8.3%
  • $XLYConsumer Discretionary4.7%
  • $XLBMaterials3.5%
  • $XLREReal Estate3.1%
  • Other holdings15.8%

each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”

Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.

Industry allocation (share of reported value)

Semiconductors 16%Interactive Media & Services 10%Financial Exchanges & Data 8%Diversified Support Services 6%Technology Hardware, Storage & Peripherals 5%Systems Software 5%Broadline Retail 5%Movies & Entertainment 4%Other holdings 41%INDUSTRIES
  • Semiconductors16.4%
  • Interactive Media & Services9.6%
  • Financial Exchanges & Data8.3%
  • Diversified Support Services5.8%
  • Technology Hardware, Storage & Peripherals5.0%
  • Systems Software4.8%
  • Broadline Retail4.7%
  • Movies & Entertainment4.0%
  • Other holdings41.4%

the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”

Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.

Top S&P 500 holdings

10 of 10 rows · sorted by Value ↓

TickerHoldingSharesValueΔ QoQWeight
$NVDANVIDIA Corporation403K$70.2M+231K10.4%
$GOOGAlphabet Inc. Class C Capital Stock163K$46.9M+70.9K7.0%
$AVGOBroadcom Inc130K$40.3M+76.3K6.0%
$CTASCintas Corporation161K$38.9M+131K5.8%
$MSCIMSCI Inc65.7K$35.4M+41.9K5.3%
$AAPLApple Inc132K$33.6M+54.5K5.0%
$MSFTMicrosoft Corporation87.3K$32.3M+16.4K4.8%
$AMZNAmazon.com Inc152K$31.6M+50.8K4.7%
$NFLXNetflix Inc279K$26.8M4.0%
$INTUIntuit Inc58.9K$25.5M+37.1K3.8%

…and 17 more holdings in the full 13F filing (top positions only shown).

SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported

← All 13F filers·← QuantOrb.pro

How to read Δ QoQ — the five insight categories, and the caveats

The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.

Conviction & concentration shifts

New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.

Sector & macro allocation rotations

Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.

Crowding & smart-money consensus

When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.

Derivative & option overlays

Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.

Who reads this

Retail "cloners"High-conviction ideas to replicate ~45 days after quarter-end.
Corporate IRWhich funds bought or dumped the stock, before the next call.
Quant / algo tradersCross-sectional factor inputs: flow, momentum, ownership.

Four caveats before you trade on it

  • 45-day lag — holdings are quarter-end; positions may already be closed.
  • Long-only — 13Fs miss shorts, pair trades and cash.
  • No non-US / fixed income — the picture is US equities plus options.
  • Corporate actions — splits and spinoffs distort raw share deltas.

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