audio close compressed excel image menu pdf video word

Top 20 investments

Performance
Scroll

Investments included in the AMCIL portfolio are selected for their profitability and long term growth prospects.

Latest Net Tangible Asset Announcement

Top 20 investments valued at closing prices as at 30 June 2025

RankCompany NameTotal Value
($M)
% of
Portfolio
1CSL

29.1

7.4

2Macquarie Group

23.5

6.0

3Goodman Group18.7

4.8

4Transurban Group *17.14.4
5

BHP

16.24.1
6Mainfreight15.5

3.9

7CAR Group14.9

3.8

8Macquarie Technology Group13.3
3.4
9ResMed13.23.4
10ARB Corporation12.6

3.2

11
Netwealth Group

11.5

2.9

12
WiseTech Global

10.8

2.8

13
Wesfarmers

10.4

2.7

14
James Hardie Industries

10.3

2.6
15ALS9.42.4
16
EQT Holdings

9.4

2.4
17
REA Group

8.5

2.1

18
Gentrack Group

8.2

2.1

19Fisher & Paykel Healthcare Corporation7.72.0
20

Amcor

7.5

1.9


Total

267.8



As a percentage of total portfolio value (excludes cash)
68.2%


* Indicates that options were outstanding against part of the holding.