MACQUARIE GROUP LTD

Q4 2023 13F-HR Holdings

Location
Sydney, Nsw 2000, C3
Holdings as of
12/31/2023
Date filed
2/14/2024
Form type
13F-HR
Num holdings
1,643
Total value ($000)
$86,567,033
Net value change ($000)
+6,955,520 (8.7%)
New positions
80
Sold out positions
85
Turnover %
1.5%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Snapshot: Change Analysis

Compared to Q3 2023
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
MSFT 432,259 17.3%
DUK 347,581 466.5%
META 311,107 76.1%
TRV 293,418 1182.2%
AAPL 210,623 13.8%
PINS 181,903 31.7%
NVDA 175,866 17.1%
LRCX 175,561 189.0%
AVGO 130,950 40.8%
ALGN 118,807 2443.1%
Top Reduces (Value $000, Stocks/ETFs)
EIX -360,146 -90.2%
CMCSA -341,866 -65.6%
BWA -216,346 -92.3%
GMAB -114,607 -100.0%
COP -100,919 -14.8%
KNSL -96,963 -50.1%
VRTX -92,519 -36.4%
Hostess Brands, Inc. -84,207 -100.0%
BARNES GROUP INC -74,604 -82.8%
PTEN -70,564 -29.1%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 7,835 (0.0% of total reported value)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type