Retail Employees Superannuation Pty Ltd as trustee for Retail Employees Superannuation Trust has submitted its 13F-HR filing, revealing a total securities value of $392.6 million as of September 30, 2026. This report is significant as it reflects the company's investment strategies and positions in various sectors.
The filing, dated October 19, 2026, indicates that the trust holds substantial investments in major corporations, including Amazon, Apple, and NVIDIA. This diversification showcases the trust's approach to managing its portfolio, particularly in technology and healthcare sectors.
Background
Retail Employees Superannuation Pty Ltd operates as a trustee for the Retail Employees Superannuation Trust. The company is based in Sydney, New South Wales, Australia, and is categorized under the entity type "other." The trust primarily focuses on managing retirement funds for retail employees, ensuring they have adequate financial support in their retirement years.
Recent filings from the trust include:
- October 20, 2026 - 13F-HR
- August 28, 2026 - N-PX
- July 28, 2026 - 13F-HR
- May 1, 2026 - 13F-HR
- February 10, 2026 - 13F-HR
What the Filing Says
The 13F-HR filing reveals that the trust has made notable investments in various companies. Among the key holdings are:
- Amazon.com Inc: $20,144,774 with 80,854 shares
- Apple Inc: $24,187,909 with 72,632 shares
- NVIDIA Corporation: $45,263,089 with 198,192 shares
- Coca-Cola Co: $7,372,236 with 85,644 shares
- Microsoft Corp: $23,723,677 with 46,254 shares
Melissa Pereira, the Investment Risk & Compliance Manager, signed the filing, indicating the trust's commitment to transparency and regulatory compliance.
Impact
This filing may impact various stakeholders, including retail employees whose retirement funds are managed by the trust. The investment choices made by the trust reflect broader trends in the financial industry, particularly in the technology sector.
What's Next
The filing does not say what happens next.