Alphinity Investment Management
Superinvestor profile · Rank #79 by reported 13F value (2026 Q2 filers) · CIK 0001731012 · All profiles
Founded 2010Sydney, New South Wales, AustraliaActive boutique equities investing in quality undervalued companies entering an earnings upgrade cycleKey person: Stephane Andre
Reported 13F value
$6.0B
Period 2026-06-30 · Filed 2026-07-29
Positions
27
Top 10 = 61.0% of value
Clone CAGR (full window)
+16.0%
2018-02-13 → 2026-10-02 · cumulative +260%
SPY CAGR (same window)
+14.8%
Cumulative +230%
Max drawdown (monthly)
-22%
Month-end values, approximate
Latest-quarter activity
5 new · 7 exited
10 increased · 12 decreased
Hypothetical clone — not this fund's returns. The performance on this page replicates only the long U.S. equity positions disclosed on this manager's Form 13F filings, rebalanced on filing dates at disclosed weights with dividend-adjusted prices. It excludes shorts, bonds, cash, non-U.S. listings, private holdings, leverage and fees. Treat it as a measure of how the disclosed stock picks performed, never as the fund's track record. Evidence: filing-by-filing dossier (PDF) · Methodology (PDF)
Clone performance
| Window | Clone CAGR | Note |
|---|---|---|
| Full window (2018-02-13 → 2026-10-02, 34 filings) | +16.01% | Cumulative +260.4% vs SPY +230.4% |
| Trailing 10Y | — | |
| Trailing 5Y | +11.25% | |
| Trailing 3Y | +18.94% | |
| Trailing 1Y | +5.54% |
Top holdings — 2026 Q2 filing
| Ticker | Company | Weight | Reported value |
|---|---|---|---|
| NVDA | Nvidia Corporation | 8.88% | $534M |
| AAPL | Apple Inc | 8.58% | $515M |
| JPM | Jpmorgan Chase & Co | 7.15% | $430M |
| GOOGL | Alphabet Inc | 6.15% | $369M |
| LLY | Eli Lilly & Co | 6.02% | $361M |
| TSM | Taiwan Semiconductor Manufac | 5.27% | $316M |
| CAT | Caterpillar Inc | 5.02% | $302M |
| CB | Chubb Limited | 4.65% | $279M |
| KO | Coca Cola Co | 4.63% | $278M |
| WELL | Welltower Inc | 4.60% | $277M |
As reported on the 2026-06-30 Form 13F (filed 2026-07-29). Full holdings and quarter changes: holdings page.
Filing history in this profile
Every clone input traces to one of these SEC filings. 95.4% of the latest filing's reported value is covered by our price history; the remainder is mostly non-U.S. listings, recent IPOs or delisted names and is excluded from the clone.
Background (founded / HQ / style) source: https://www.alphinity.com.au/?p=3984 — Established in 2010 in Sydney, majority owned by staff; expanded into global equities in 2015; Stephane Andre is a co-founder and portfolio manager per Responsible Investment case study; founding Australian team included Johan Carlberg, Andrew Martin and Bruce Smith.