Kiwi Wealth Investments Partnership 13F annual report
Kiwi Wealth Investments Partnership is an investment fund managing more than $126 billion ran by Christian Sobell. There are currently 3 companies in Mr. Sobell’s portfolio. The largest investments include Ishares Tr and Ishares Gold Tr, together worth $110 billion.
$126 billion Assets Under Management (AUM)
As of 7th February 2024, Kiwi Wealth Investments Partnership’s top holding is 1,384,679 shares of Ishares Tr currently worth over $89.1 billion and making up 70.6% of the portfolio value.
In addition, the fund holds 539,660 shares of Ishares Gold Tr worth $21.1 billion.
The third-largest holding is Ishares U S Etf Tr worth $16 billion.
Currently, Kiwi Wealth Investments Partnership's portfolio is worth at least $126 billion. The total portfolio value may be much higher due to cash
assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.
Careers at Kiwi Wealth Investments Partnership
The Kiwi Wealth Investments Partnership office and employees reside in Wellington, New Zealand. According to the last 13-F report filed with the SEC, Christian Sobell serves as the Investment Operations Manager at Kiwi Wealth Investments Partnership.
Recent trades
In the most recent 13F filing, Kiwi Wealth Investments Partnership revealed that it had opened a new position in
Ishares Tr and bought 1,384,679 shares worth $89.1 billion.
On the other hand, there are companies that Kiwi Wealth Investments Partnership is getting rid of from its portfolio.
Kiwi Wealth Investments Partnership closed its position in Vanguard Index Fds on 14th February 2024.
It sold the previously owned 419,077 shares for $68.6 million.
One of the smallest hedge funds
The two most similar investment funds to Kiwi Wealth Investments Partnership are Lfa - Lugano Advisors S.A. and Paces Ferry Wealth Advisors. They manage $126 billion and $126 billion respectively.
The complete list of Kiwi Wealth Investments Partnership trades based on 13F SEC filings
These positions were updated on February 14th based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.
| Security | Shares Owned | Value | Allocation |
|---|---|---|---|
| Ishares Tr |
Opened
1,384,679
|
$89,084,752,000 | 70.59% |
| Ishares Gold Tr |
Opened
539,660
|
$21,062,930,000 | 16.69% |
| Ishares U S Etf Tr |
Opened
317,615
|
$16,045,910,000 | 12.72% |
| Vanguard Index Fds |
Closed
419,077
|
$68,569,000 | |
| Alphabet Inc |
Closed
51,379
|
$68,696,000 | |
| Mobile Telesystems PJSC |
Closed
375,789
|
$59,262,000 | |
| Apple Inc |
Closed
190,283
|
$55,877,000 | |
| Amazon.com Inc. |
Closed
23,651
|
$43,703,000 | |
| JPMorgan Chase & Co. |
Closed
230,961
|
$32,196,000 | |
| Fidelity Natl Information Sv |
Closed
147,839
|
$30,344,000 | |
| Bank Amer Corp |
Closed
696,876
|
$24,544,000 | |
| Prologis Inc |
Closed
274,891
|
$24,504,000 | |
| Procter & Gamble Co. |
Closed
189,490
|
$23,667,000 | |
| Viavi Solutions Inc |
Closed
125,689
|
$23,617,000 | |
| Maxim Integrated Prods Inc |
Closed
72,977
|
$21,790,000 | |
| Unitedhealth Group Inc |
Closed
68,760
|
$20,214,000 | |
| NVIDIA Corp |
Closed
80,813
|
$19,570,000 | |
| Microsoft Corporation |
Closed
199,701
|
$18,163,000 | |
| Verisign Inc. |
Closed
285,628
|
$17,538,000 | |
| Medtronic Plc |
Closed
80,776
|
$15,962,000 | |
| Spdr S&p 500 Etf Tr |
Closed
176,670
|
$15,533,000 | |
| S&P Global Inc |
Closed
54,977
|
$15,011,000 | |
| Taylor Morrison Home Corp. |
Closed
115,010
|
$14,745,000 | |
| Abbvie Inc |
Closed
169,290
|
$14,705,000 | |
| Republic Svcs Inc |
Closed
156,996
|
$14,072,000 | |
| Illinois Tool Wks Inc |
Closed
63,111
|
$13,782,000 | |
| Tradeweb Mkts Inc |
Closed
226,701
|
$13,441,000 | |
| Ppg Inds Inc |
Closed
96,540
|
$13,194,000 | |
| Alibaba Group Hldg Ltd |
Closed
61,139
|
$12,968,000 | |
| Walgreens Boots Alliance Inc |
Closed
112,744
|
$12,848,000 | |
| Union Pacific Corp. |
Closed
68,797
|
$12,438,000 | |
| Take-two Interactive Softwar |
Closed
210,685
|
$12,241,000 | |
| Activision Blizzard Inc |
Closed
57,096
|
$12,023,000 | |
| Sempra |
Closed
75,987
|
$11,511,000 | |
| American Tower Corp. |
Closed
48,426
|
$11,129,000 | |
| Netapp Inc |
Closed
107,773
|
$10,918,000 | |
| Bristol-Myers Squibb Co. |
Closed
165,372
|
$10,615,000 | |
| Credicorp Ltd |
Closed
35,681
|
$10,487,000 | |
| Coca-Cola Co |
Closed
129,177
|
$10,320,000 | |
| Zoetis Inc |
Closed
702,722
|
$10,189,000 | |
| Morgan Stanley |
Closed
42,006
|
$9,973,000 | |
| Global Pmts Inc |
Closed
84,760
|
$9,955,000 | |
| Cigna Group (The) |
Closed
11,808
|
$9,885,000 | |
| Thermo Fisher Scientific Inc. |
Closed
30,406
|
$9,878,000 | |
| Hasbro, Inc. |
Closed
54,034
|
$9,864,000 | |
| Visa Inc |
Closed
66,861
|
$9,627,000 | |
| Moodys Corp |
Closed
169,955
|
$9,361,000 | |
| Xerox Holdings Corp |
Closed
69,000
|
$9,132,000 | |
| Mastercard Incorporated |
Closed
32,090
|
$8,974,000 | |
| Steel Dynamics Inc. |
Closed
41,997
|
$8,817,000 | |
| Cummins Inc. |
Closed
55,698
|
$7,917,000 | |
| Stryker Corp. |
Closed
56,367
|
$7,846,000 | |
| Invitation Homes Inc |
Closed
130,551
|
$7,813,000 | |
| V F Corp |
Closed
135,592
|
$7,551,000 | |
| Colgate-Palmolive Co. |
Closed
132,253
|
$7,320,000 | |
| Intel Corp. |
Closed
18,960
|
$6,949,000 | |
| Dow Inc |
Closed
82,907
|
$6,866,000 | |
| Sysco Corp. |
Closed
71,366
|
$6,840,000 | |
| Citigroup Inc |
Closed
141,178
|
$6,771,000 | |
| NetEase Inc |
Closed
26,767
|
$6,298,000 | |
| AES Corp. |
Closed
18,503
|
$6,102,000 | |
| Dominion Energy Inc |
Closed
50,474
|
$6,044,000 | |
| Lululemon Athletica inc. |
Closed
25,869
|
$5,993,000 | |
| Cintas Corporation |
Closed
28,711
|
$5,871,000 | |
| Deckers Outdoor Corp. |
Closed
38,202
|
$5,863,000 | |
| Agilent Technologies Inc. |
Closed
68,343
|
$5,830,000 | |
| Accenture Plc Ireland |
Closed
65,539
|
$5,803,000 | |
| AMGEN Inc. |
Closed
24,070
|
$5,803,000 | |
| Kinder Morgan Inc |
Closed
56,174
|
$5,765,000 | |
| Expedia Group Inc |
Closed
48,009
|
$5,751,000 | |
| Qualcomm, Inc. |
Closed
64,278
|
$5,671,000 | |
| Reinsurance Grp Of America I |
Closed
34,541
|
$5,632,000 | |
| American Express Co. |
Closed
43,691
|
$5,439,000 | |
| Taiwan Semiconductor Mfg Ltd |
Closed
86,275
|
$5,268,000 | |
| Us Bancorp Del |
Closed
52,839
|
$5,266,000 | |
| Ecolab, Inc. |
Closed
26,663
|
$5,146,000 | |
| Hanesbrands Inc |
Closed
77,956
|
$5,066,000 | |
| Interpublic Group Cos Inc |
Closed
29,069
|
$5,000,000 | |
| Air Prods & Chems Inc |
Closed
21,152
|
$4,971,000 | |
| ServiceNow Inc |
Closed
17,535
|
$4,950,000 | |
| Synopsys, Inc. |
Closed
57,686
|
$4,934,000 | |
| Sherwin-Williams Co. |
Closed
8,323
|
$4,857,000 | |
| Adobe Inc |
Closed
81,108
|
$4,819,000 | |
| Intuit Inc |
Closed
26,480
|
$4,757,000 | |
| Blackrock Inc. |
Closed
9,390
|
$4,720,000 | |
| Biogen Inc |
Closed
15,841
|
$4,700,000 | |
| Lilly Eli & Co |
Closed
208,841
|
$4,421,000 | |
| Automatic Data Processing In |
Closed
25,930
|
$4,421,000 | |
| DuPont de Nemours Inc |
Closed
80,654
|
$4,414,000 | |
| Baxter International Inc. |
Closed
52,637
|
$4,402,000 | |
| HCA Healthcare Inc |
Closed
29,253
|
$4,324,000 | |
| Paycom Software Inc |
Closed
32,161
|
$4,293,000 | |
| Companhia De Saneamento Basi |
Closed
61,193
|
$4,213,000 | |
| Autozone Inc. |
Closed
3,472
|
$4,136,000 | |
| Devon Energy Corp. |
Closed
70,206
|
$4,106,000 | |
| Abbott Labs |
Closed
204,714
|
$4,074,000 | |
| CVR Energy Inc |
Closed
22,426
|
$4,013,000 | |
| M & T Bk Corp |
Closed
23,346
|
$3,963,000 | |
| Nike, Inc. |
Closed
12,894
|
$3,954,000 | |
| Kimco Rlty Corp |
Closed
27,107
|
$3,954,000 | |
| Oracle Corp. |
Closed
74,024
|
$3,922,000 | |
| Texas Instrs Inc |
Closed
30,390
|
$3,899,000 | |
| Qorvo Inc |
Closed
33,111
|
$3,848,000 | |
| Veeva Sys Inc |
Closed
19,814
|
$3,818,000 | |
| Mcdonalds Corp |
Closed
61,121
|
$3,760,000 | |
| MSCI Inc |
Closed
70,026
|
$3,580,000 | |
| Target Corp |
Closed
28,715
|
$3,516,000 | |
| America Movil S.A.B.DE C.V. |
Closed
219,016
|
$3,504,000 | |
| Omnicom Group, Inc. |
Closed
42,437
|
$3,438,000 | |
| Vanguard Star Fd |
Closed
24,427
|
$3,436,000 | |
| Digital Rlty Tr Inc |
Closed
128,045
|
$3,325,000 | |
| Chevron Corp. |
Closed
27,178
|
$3,261,000 | |
| Cisco Sys Inc |
Closed
11,915
|
$3,206,000 | |
| Fabrinet |
Closed
29,621
|
$3,203,000 | |
| Wingstop Inc |
Closed
86,802
|
$3,200,000 | |
| Chipotle Mexican Grill |
Closed
26,500
|
$3,194,000 | |
| Booz Allen Hamilton Hldg Cor |
Closed
42,581
|
$3,029,000 | |
| Pnc Finl Svcs Group Inc |
Closed
11,295
|
$2,990,000 | |
| TJX Companies, Inc. |
Closed
63,583
|
$2,947,000 | |
| D.R. Horton Inc. |
Closed
55,296
|
$2,917,000 | |
| Waste Mgmt Inc Del |
Closed
33,708
|
$2,907,000 | |
| TE Connectivity Ltd |
Closed
132,146
|
$2,889,000 | |
| Parsley Energy Inc |
Closed
17,823
|
$2,845,000 | |
| Assurant Inc |
Closed
21,619
|
$2,834,000 | |
| Entergy Corp. |
Closed
21,469
|
$2,822,000 | |
| MarketAxess Holdings Inc. |
Closed
10,779
|
$2,783,000 | |
| Johnson & Johnson |
Closed
75,217
|
$2,650,000 | |
| Idex Corporation |
Closed
164,815
|
$2,614,000 | |
| Henry Schein Inc. |
Closed
24,096
|
$2,545,000 | |
| Exxon Mobil Corp. |
Closed
12,217
|
$2,523,000 | |
| Mondelez International Inc. |
Closed
18,060
|
$2,463,000 | |
| BorgWarner Inc |
Closed
56,731
|
$2,461,000 | |
| NextEra Energy Inc |
Closed
39,329
|
$2,448,000 | |
| Ishares Gold Trust |
Closed
105,265
|
$2,432,000 | |
| Vertex Pharmaceuticals, Inc. |
Closed
161,898
|
$2,428,000 | |
| Banco Bradesco S A |
Closed
268,851
|
$2,406,000 | |
| Mohawk Inds Inc |
Closed
234,798
|
$2,383,000 | |
| Telephone & Data Sys Inc Com |
Closed
91,335
|
$2,323,000 | |
| Helmerich & Payne, Inc. |
Closed
154,397
|
$2,293,000 | |
| 58.com Inc. |
Closed
34,293
|
$2,220,000 | |
| Gilead Sciences, Inc. |
Closed
207,550
|
$2,198,000 | |
| Fair Isaac Corp. |
Closed
32,536
|
$2,110,000 | |
| JD.com Inc |
Closed
222,253
|
$2,034,000 | |
| Janus Henderson Group plc |
Closed
67,607
|
$2,026,000 | |
| Anaplan Inc |
Closed
37,963
|
$1,989,000 | |
| Arconic Corporation |
Closed
63,438
|
$1,952,000 | |
| Crown Castle Intl Corp New |
Closed
9,091
|
$1,938,000 | |
| Hewlett Packard Enterprise C |
Closed
42,045
|
$1,910,000 | |
| Itau Unibanco Hldg Sa |
Closed
7,219
|
$1,891,000 | |
| Telefonica Brasil S.A., |
Closed
130,690
|
$1,871,000 | |
| Humana Inc. |
Closed
39,088
|
$1,863,000 | |
| Martin Marietta Matls Inc |
Closed
4,902
|
$1,858,000 | |
| Keysight Technologies Inc |
Closed
75,157
|
$1,838,000 | |
| Danaher Corp. |
Closed
47,984
|
$1,804,000 | |
| Cboe Global Markets Inc. |
Closed
43,936
|
$1,776,000 | |
| Broadridge Finl Solutions In |
Closed
13,868
|
$1,713,000 | |
| United Rentals, Inc. |
Closed
9,903
|
$1,652,000 | |
| Aon plc. |
Closed
7,848
|
$1,635,000 | |
| Merck & Co Inc |
Closed
14,165
|
$1,607,000 | |
| Skyworks Solutions, Inc. |
Closed
13,204
|
$1,596,000 | |
| Home Depot, Inc. |
Closed
22,910
|
$1,529,000 | |
| Delta Air Lines, Inc. |
Closed
8,385
|
$1,416,000 | |
| Select Sector Spdr Tr |
Closed
4,087
|
$1,315,000 | |
| Vulcan Matls Co |
Closed
21,767
|
$1,283,000 | |
| Verizon Communications Inc |
Closed
5,736
|
$1,256,000 | |
| DXC Technology Co |
Closed
19,363
|
$1,243,000 | |
| Allstate Corp (The) |
Closed
10,633
|
$1,196,000 | |
| Uber Technologies Inc |
Closed
33,541
|
$998,000 | |
| Pepsico Inc |
Closed
46,264
|
$875,000 | |
| Lauder Estee Cos Inc |
Closed
41,685
|
$863,000 | |
| First Rep Bk San Francisco C |
Closed
5,752
|
$800,000 | |
| First Bancorp P R |
Closed
2,011
|
$753,000 | |
| Conoco Phillips |
Closed
48,213
|
$726,000 | |
| Slack Technologies Inc |
Closed
30,272
|
$681,000 | |
| Herbalife Ltd |
Closed
6,454
|
$657,000 | |
| Booking Holdings Inc |
Closed
296
|
$608,000 | |
| Costco Whsl Corp New |
Closed
7,418
|
$482,000 | |
| Starbucks Corp. |
Closed
13,052
|
$444,000 | |
| Meta Platforms Inc |
Closed
4,962
|
$346,000 | |
| No transactions found | |||
| Showing first 500 out of 179 holdings | |||
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