IFM Investors Pty Ltd just filed a portfolio update, which we received from a 13F disclosure. This disclosure reflects the funds' holdings for the 06-30-2025 report period. You can see the full portfolio on Quiver Quantitative, and track moves made by other funds.
Per our estimates, the largest stock moves were:
- A decrease of -285,177 shares of $NVDA (~$45,055,114). This was a decrease of ~6% from their previous position.
- A decrease of -69,097 shares of $MSFT (~$34,369,539). This was a decrease of ~5% from their previous position.
- A decrease of -87,817 shares of $GOOG (~$15,577,858). This was a decrease of ~8% from their previous position.
- A decrease of -21,005 shares of $META (~$15,503,580). This was a decrease of ~5% from their previous position.
- An addition of 65,486 shares of $PANW (~$13,401,055). This was an increase of ~98% over their previous position.
- A decrease of -56,942 shares of $AMZN (~$12,492,505). This was a decrease of ~3% from their previous position.
Note that there may be inaccuracies in these estimates due to filing errors by the funds, parsing errors by us, or other anomalies.
Check out Quiver Quantitative's fund page for IFM Investors Pty Ltd for more details.
