IFM Investors Pty Ltd
Long book
$11.99B
Q1 2026
Positions
686
Top-10 weight
34%
concentration
Last quarter
+14.1%
SPY +14.8%
Turnover
17%
of book per quarter
Strategy in plain words
auto-generated from filingsIFM Investors Pty Ltd is an institutional manager, running a $11.99B US long book across 686 positions.
The portfolio is moderately concentrated (top 10 ≈ 34% of the book). Turnover is modest: positions are typically held for years. Current anchor positions: NVIDIA CORP, APPLE INC, MICROSOFT CORP, AMAZON.COM INC, ALPHABET INC-CL A.
Over the last 9 quarters its long book ran on average 0pp per quarter behind the S&P 500, beating the index in 5 of 9 quarters. Signal value of individual moves is limited — treat changes as weak evidence.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q1 2024
+4.4%
Q2 2024
+6.2%
Q3 2024
+2.6%
Q4 2024
-4.3%
Q1 2025
+10.9%
Q2 2025
+8.2%
Q3 2025
+2.5%
Q4 2025
-4.5%
Q1 2026
+14.1%
Sector allocation
Technology 40%
Financials 11%
Industrials 10%
Consumer discretionary 9%
Healthcare 8%
Services media 6%
Utilities 4%
Energy 3%
Long book by quarter
What does IFM Investors own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| NVDA NVIDIA CORP | Technology | 5.0M | $873.0M | 7.3% | +3.7% |
| AAPL APPLE INC | Technology | 3.0M | $767.1M | 6.4% | +3.4% |
| MSFT MICROSOFT CORP | Technology | 1.5M | $537.7M | 4.5% | +3.8% |
| AMZN AMAZON.COM INC | Consumer discretionary | 1.9M | $399.1M | 3.3% | +3.3% |
| GOOGL ALPHABET INC-CL A | Technology | 1.2M | $337.8M | 2.8% | +4.9% |
| GOOG ALPHABET INC-CL C | Technology | 1.0M | $292.9M | 2.4% | +2.5% |
| AVGO BROADCOM INC | Technology | 928.1K | $287.3M | 2.4% | +4.1% |
| META META PLATFORMS INC-CLASS A | Technology | 440.6K | $252.1M | 2.1% | +4.4% |
| TSLA TESLA INC | Industrials | 583.1K | $216.8M | 1.8% | +4.1% |
| JPM JPMORGAN CHASE & CO | Financials | 544.8K | $160.3M | 1.3% | +3.0% |
| LLY ELI LILLY & CO | Healthcare | 164.7K | $151.5M | 1.3% | +3.4% |
| XOM EXXON MOBIL CORP | Energy | 832.5K | $141.2M | 1.2% | +4.2% |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | Financials | 265.4K | $127.2M | 1.1% | +3.5% |
| JNJ JOHNSON & JOHNSON | Healthcare | 505.5K | $123.6M | 1.0% | +3.3% |
| WMT WALMART INC | Consumer discretionary | 853.4K | $106.1M | 0.9% | +3.2% |
| V VISA INC-CLASS A SHARES | Services media | 344.5K | $104.1M | 0.9% | +3.2% |
| COST COSTCO WHOLESALE CORP | Consumer discretionary | 86.0K | $85.7M | 0.7% | +2.2% |
| MA MASTERCARD INC - A | Services media | 168.7K | $84.3M | 0.7% | +2.7% |
| NFLX NETFLIX INC | Services media | 863.7K | $83.0M | 0.7% | +4.5% |
| ABBV ABBVIE INC | Healthcare | 361.4K | $78.6M | 0.7% | +3.4% |
| MU MICRON TECHNOLOGY INC | Technology | 232.6K | $78.6M | 0.7% | +3.9% |
| CVX CHEVRON CORP | Energy | 372.8K | $77.1M | 0.6% | +3.8% |
| ALLE ALLEGION PLC | Services media | 355.2K | $71.2M | 0.6% | +2013.5% |
| PG PROCTER & GAMBLE CO/THE | Other | 477.9K | $69.0M | 0.6% | +1.9% |
| BAC BANK OF AMERICA CORP | Financials | 1.4M | $68.3M | 0.6% | +1.3% |
| PLTR PALANTIR TECHNOLOGIES INC-A | Technology | 465.3K | $68.1M | 0.6% | +5.4% |
| CAT CATERPILLAR INC | Industrials | 95.2K | $67.4M | 0.6% | +3.6% |
| HD HOME DEPOT INC | Consumer discretionary | 202.3K | $66.5M | 0.6% | +3.5% |
| KO COCA-COLA CO/THE | Consumer staples | 839.5K | $63.8M | 0.5% | +3.5% |
| CSCO CISCO SYSTEMS INC | Technology | 814.1K | $63.2M | 0.5% | +3.7% |
| MRK MERCK & CO. INC. | Healthcare | 522.6K | $62.9M | 0.5% | +2.5% |
| GE GENERAL ELECTRIC | Industrials | 220.2K | $62.5M | 0.5% | +5.2% |
| AMAT APPLIED MATERIALS INC | Technology | 166.1K | $56.8M | 0.5% | +3.4% |
| LRCX LAM RESEARCH CORP | Industrials | 262.8K | $56.1M | 0.5% | +3.1% |
| GS GOLDMAN SACHS GROUP INC | Financials | 61.5K | $52.1M | 0.4% | +4.9% |
| ORCL ORACLE CORP | Technology | 353.8K | $52.1M | 0.4% | +5.3% |
| UNH UNITEDHEALTH GROUP INC | Financials | 184.5K | $49.9M | 0.4% | +3.4% |
| WFC WELLS FARGO & CO | Financials | 619.1K | $49.3M | 0.4% | +2.2% |
| NEE NEXTERA ENERGY INC | Utilities | 524.5K | $48.7M | 0.4% | -1.2% |
| GEV GE VERNOVA INC | Industrials | 54.9K | $47.9M | 0.4% | +3.4% |
| VZ VERIZON COMMUNICATIONS INC | Communications | 949.1K | $47.6M | 0.4% | +3.8% |
| LIN LINDE PLC | Materials | 94.9K | $47.0M | 0.4% | New |
| IBM INTL BUSINESS MACHINES CORP | Technology | 187.8K | $45.5M | 0.4% | +4.0% |
| MCD MCDONALD'S CORP | Consumer discretionary | 140.3K | $43.6M | 0.4% | +3.1% |
| T AT&T INC | Communications | 1.5M | $43.1M | 0.4% | +5.3% |
| PEP PEPSICO INC | Consumer staples | 273.1K | $42.4M | 0.4% | +4.8% |
| C CITIGROUP INC | Financials | 363.0K | $41.2M | 0.3% | +0.4% |
| KLAC KLA CORP | Other | 27.7K | $40.8M | 0.3% | +2.2% |
| INTC INTEL CORP | Technology | 923.5K | $40.8M | 0.3% | +4.8% |
| MS MORGAN STANLEY | Financials | 244.8K | $40.3M | 0.3% | +4.8% |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | Apr 24, 2026 | 689 | $11.99B | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Feb 12, 2026 | 606 | $11.99B | $K fixed canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Oct 15, 2025 | 619 | $11.37B | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Jul 11, 2025 | 617 | $10.50B | canonical | SEC ↗ |
| Q1 2025 | 13F-HR/ARESTATEMENT | May 21, 2025 | 654 | $9.23B | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | Apr 29, 2025 | 674 | $10.35B | SEC ↗ | |
| Q4 2024 | 13F-HR | Apr 29, 2025 | 674 | $9.84B | canonical | SEC ↗ |
| Q3 2024 | 13F-HR | Oct 23, 2024 | 681 | $10.42B | canonical | SEC ↗ |
| Q2 2024 | 13F-HR | Aug 15, 2024 | 686 | $9.86B | canonical | SEC ↗ |
| Q1 2024 | 13F-HR | Apr 22, 2024 | 624 | $9.17B | canonical | SEC ↗ |
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