Kiwi Wealth Investments Limited Partnership
WELLINGTON, Q2 · CIK 1555829 · 13F filing filed 2024-02-14
No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.
- Legal entityKIWI WEALTH INVESTMENTS LIMITED PARTNERSHIP (NZ)
- Others nearbyWellington
$126.2m
reported value
-86.2% vs Q3 2023
4positions
100.0%in top 10
0 new
0 added
0 reduced
37 sold out
vs Q3 2023
Holdings, Q4 2023
The small lines show how much was held over the last 4 quarters (adjusted for stock splits).
| Security | Value | Change |
|---|---|---|
| ISHARES TR TFLO | $52.9m41.91% | Unchanged |
| ISHARES TR TIP | $36.2m28.68% | Unchanged |
| ISHARES GOLD TR IAU | $21.1m16.69% | Unchanged |
| ISHARES U S ETF TR NEAR | $16.0m12.72% | Unchanged |
Sold out since Q3 2023
| Security | Value then |
|---|---|
| AMAZON COM INC AMZN | $65.3m513.7k shares |
| ALPHABET INC GOOGL | $63.7m486.6k shares |
| ICON PLC ICLR | $55.1m223.8k shares |
| META PLATFORMS INC META | $55.1m183.4k shares |
| GARTNER INC IT | $48.1m139.8k shares |
| MICROSOFT CORP MSFT | $47.7m150.9k shares |
| EDWARDS LIFESCIENCES CORP EW | $43.1m622.7k shares |
| SALESFORCE INC CRM | $42.7m210.8k shares |
| BOSTON SCIENTIFIC CORP BSX | $41.2m779.5k shares |
| MASTERCARD INCORPORATED MA | $39.6m100.0k shares |
| UNITEDHEALTH GROUP INC UNH | $36.9m73.1k shares |
| FLOOR & DECOR HLDGS INC FND | $32.2m356.4k shares |
| DANAHER CORPORATION DHR | $32.1m129.6k shares |
| DOLLAR TREE INC DLTR | $23.7m222.7k shares |
| NETFLIX INC NFLX | $19.7m52.2k shares |
| MSCI INC MSCI | $15.8m30.7k shares |
| PAYPAL HLDGS INC PYPL | $15.5m265.9k shares |
| FOMENTO ECONOMICO MEXICANO S FMX | $12.3m112.5k shares |
| KKR & CO INC KKR | $10.0m162.9k shares |
| COMCAST CORP NEW CMCSA | $10.0m226.0k shares |
| GALLAGHER ARTHUR J & CO AJG | $10.0m43.8k shares |
| CMS ENERGY CORP CMS | $9.7m181.9k shares |
| HUMANA INC HUM | $8.5m17.4k shares |
| PROGRESSIVE CORP PGR | $8.1m58.0k shares |
| KINDER MORGAN INC DEL KMI | $7.1m427.3k shares |