Fisher Funds Management LTD

data from 30/09/2025

Capitalization

$ 3.787 B -10.14 %

Average holding period

3 ans

Performance

$ 237.456 M 5.74 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in Fisher Funds Management LTD

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 MSFT MICROSOFT CORP 5.20% 196.763 M $ 379888 2024/12/31 10.192 M $ 4.13 %
2025/09/30 GOOGL ALPHABET INC 4.22% 159.984 M $ 658098 2024/12/31 65.788 M $ 37.94 %
2025/09/30 AMZN AMAZON COM INC 4.02% 152.229 M $ 693305 2024/12/31 182.547 K $ 0.08 %
2025/09/30 MA MASTERCARD INCORPORATED 2.91% 110.320 M $ 193948 2024/12/31 1.849 M $ 1.22 %
2025/09/30 DHR DANAHER CORPORATION 2.81% 106.518 M $ 537263 2024/12/31 469.779 K $ 0.36 %
2025/09/30 ISRG INTUITIVE SURGICAL INC 2.79% 105.553 M $ 236015 2024/12/31 -25.171 M $ -17.70 %
2025/09/30 AVGO AVAGO TECHNOLOGIES LTD 2.34% 88.440 M $ 268074 2024/12/31 14.546 M $ 19.68 %
2025/09/30 META META PLATFORMS INC 2.31% 87.601 M $ 119286 2024/12/31 -651.843 K $ -0.50 %
2025/09/30 AAPL APPLE INC 2.25% 85.246 M $ 334785 2024/12/31 16.558 M $ 24.11 %
2025/09/30 ZTS ZOETIS INC 2.22% 84.021 M $ 574225 2024/12/31 -4.329 M $ -6.18 %
2025/09/30 DXCM DEXCOM INC 2.16% 81.898 M $ 1217090 2024/12/31 -26.165 M $ -22.91 %
2025/09/30 FND FLOOR & DECOR HLDGS INC 1.99% 75.449 M $ 1023727 2024/12/31 -3.435 M $ -2.98 %
2025/09/30 ICLR ICON PLC 1.99% 75.440 M $ 431083 2024/12/31 11.427 M $ 20.32 %
2025/09/30 NVDA NVIDIA CORP 1.93% 73.167 M $ 392159 2024/12/31 12.535 M $ 18.10 %
2025/09/30 ASML ASML HOLDING N V 1.86% 70.275 M $ 72591 2024/12/31 26.437 M $ 20.80 %
2025/09/30 EW EDWARD LIFESCIENCES CORP 1.82% 69.028 M $ 887596 2024/12/31 -417.190 K $ -0.56 %
2025/09/30 ODFL OLD DOMINION FREIGHT LINE IN 1.74% 65.951 M $ 468469 2025/09/30 0.000 $ 0.00 %
2025/09/30 JPM JPMORGAN CHASE & CO 1.66% 62.829 M $ 199186 2024/12/31 3.680 M $ 8.80 %
2025/09/30 CRM SALESFORCE COM INC 1.49% 56.607 M $ 238846 2024/12/31 -11.125 M $ -13.09 %
2025/09/30 KKR KKR & CO INC 1.48% 55.888 M $ 430075 2024/12/31 -1.207 M $ -2.32 %
2025/09/30 HCA HCA HOLDINGS INC 1.34% 50.893 M $ 119412 2024/12/31 3.471 M $ 11.25 %
2025/09/30 TEAM ATLASSIAN CORP PLC 1.27% 47.994 M $ 300526 2024/12/31 -11.594 M $ -21.36 %
2025/09/30 BSX BOSTON SCIENTIFIC CORP 1.25% 47.176 M $ 483216 2024/12/31 -9.282 M $ -9.11 %
2025/09/30 AMT AMERICAN TOWER CORP NEW 1.23% 46.457 M $ 241562 2024/12/31 -8.403 M $ -12.99 %
2025/09/30 NEE NEXTERA ENERGY INC 1.19% 45.213 M $ 598931 2025/06/30 2.940 M $ 8.74 %
2025/09/30 MSCI MSCI INC 1.18% 44.628 M $ 78653 2024/12/31 -1.003 M $ -1.62 %
2025/09/30 MLM MARTIN MARIETTA MATLS INC 1.15% 43.370 M $ 68811 2024/12/31 4.058 M $ 14.81 %
2025/09/30 NFLX NETFLIX INC 1.10% 41.836 M $ 34895 2024/12/31 -9.090 M $ -10.47 %
2025/09/30 ORCL ORACLE CORP 1.09% 41.224 M $ 146578 2024/12/31 9.177 M $ 28.64 %
2025/09/30 UNH UNITEDHEALTH GROUP INC 1.07% 40.621 M $ 117641 2024/12/31 5.978 M $ 10.68 %
2025/09/30 CMS CMS ENERGY CORP 1.05% 39.788 M $ 543112 2024/12/31 3.107 M $ 5.74 %
2025/09/30 KMI KINDER MORGAN INC DEL 1.04% 39.500 M $ 1395269 2024/12/31 -2.075 M $ -3.71 %
2025/09/30 FI FISERV INC 1.03% 38.854 M $ 301359 2024/12/31 -7.202 M $ -25.22 %
2025/09/30 CP CANADIAN PAC RY LTD 1.00% 37.883 M $ 508570 2024/12/31 -2.913 M $ -6.03 %
2025/09/30 TW TRADEWEB MKTS INC 0.97% 36.765 M $ 331279 2025/06/30 -6.211 M $ -24.19 %
2025/09/30 FERG FERGUSON ENTERPRISES INC 0.95% 36.029 M $ 160428 2024/12/31 1.025 M $ 3.14 %
2025/09/30 UNP UNION PACIFIC CORP 0.94% 35.780 M $ 151371 2024/12/31 952.123 K $ 2.73 %
2025/09/30 IT GARTNER INC 0.89% 33.748 M $ 128383 2024/12/31 -36.796 M $ -34.97 %
2025/09/30 NKE NIKE INC 0.89% 33.577 M $ 481522 2024/12/31 -428.981 K $ -1.84 %
2025/09/30 BRK-B BERKSHIRE HATHAWAY INC DEL 0.86% 32.570 M $ 64785 2024/12/31 1.099 M $ 3.49 %
2025/09/30 ABBV ABBVIE INC 0.79% 29.980 M $ 129479 2024/12/31 5.946 M $ 24.74 %
2025/09/30 CSCO CISCO SYS INC 0.77% 29.264 M $ 427712 2024/12/31 -410.603 K $ -1.38 %
2025/09/30 JNJ JOHNSON & JOHNSON 0.76% 28.935 M $ 156053 2024/12/31 5.098 M $ 21.39 %
2025/09/30 AJG GALLAGHER ARTHUR J & CO 0.75% 28.520 M $ 92078 2024/12/31 -679.537 K $ -3.24 %
2025/09/30 ADBE ADOBE INC 0.74% 28.202 M $ 79948 2025/06/30 -1.585 M $ -8.82 %
2025/09/30 PGR PROGRESSIVE CORP OHIO 0.72% 27.225 M $ 110245 2024/12/31 -1.653 M $ -7.46 %
2025/09/30 COST COSTCO WHSL CORP NEW 0.70% 26.682 M $ 28826 2025/06/30 -1.560 M $ -6.50 %
2025/09/30 HD HOME DEPOT INC 0.69% 26.055 M $ 64302 2024/12/31 2.479 M $ 10.51 %
2025/09/30 DE DEERE & CO 0.68% 25.660 M $ 56116 2024/12/31 -1.955 M $ -10.07 %
2025/09/30 T AT&T INC 0.63% 23.921 M $ 847357 2024/12/31 -593.149 K $ -2.42 %
2025/09/30 IBM INTERNATIONAL BUSINESS MACHS 0.56% 21.258 M $ 75339 2024/12/31 -950.778 K $ -4.28 %
2025/09/30 WMB WILLIAMS COS INC 0.56% 21.110 M $ 333234 2024/12/31 179.946 K $ 0.86 %
2025/09/30 HUM HUMANA INC 0.54% 20.627 M $ 79282 2024/12/31 869.461 K $ 6.42 %
2025/09/30 GOOG ALPHABET INC 0.54% 20.622 M $ 84674 2024/12/31 5.602 M $ 37.30 %
2025/09/30 CCI CROWN CASTLE INC 0.54% 20.475 M $ 212193 2024/12/31 -1.324 M $ -6.07 %
2025/09/30 PG PROCTER & GAMBLE CO 0.47% 17.861 M $ 116244 2024/12/31 -659.103 K $ -3.56 %
2025/09/30 URI UNITED RENTALS INC 0.47% 17.698 M $ 18539 2024/12/31 3.731 M $ 26.71 %
2025/09/30 IBP INSTALLED BLDG PRODS INC 0.45% 17.005 M $ 68943 2024/12/31 5.356 M $ 36.79 %
2025/09/30 AMAT APPLIED MATLS INC 0.44% 16.596 M $ 81063 2024/12/31 1.757 M $ 11.84 %
2025/09/30 VZ VERIZON COMMUNICATIONS INC 0.44% 16.503 M $ 375497 2024/12/31 255.337 K $ 1.57 %
2025/09/30 EQIX EQUINIX INC 0.43% 16.212 M $ 20698 2024/12/31 -408.066 K $ -1.54 %
2025/09/30 QCOM QUALCOMM INC 0.42% 15.997 M $ 96161 2024/12/31 682.743 K $ 4.46 %
2025/09/30 MRK MERCK & CO INC 0.42% 15.967 M $ 190238 2024/12/31 907.435 K $ 6.03 %
2025/09/30 WCN WASTE CONNECTIONS INC 0.41% 15.529 M $ 88336 2024/12/31 -637.848 K $ -5.85 %
2025/09/30 STLD STEEL DYNAMICS INC 0.38% 14.576 M $ 104541 2024/12/31 1.194 M $ 8.92 %
2025/09/30 WBD WARNER BROS DISCOVERY INC 0.36% 13.572 M $ 694932 2024/12/31 5.608 M $ 70.42 %
2025/09/30 BK BANK NEW YORK MELLON CORP 0.35% 13.258 M $ 121682 2024/12/31 2.172 M $ 19.59 %
2025/09/30 ASR GRUPO AEROPORTUARIO DEL SURE 0.35% 13.145 M $ 40654 2024/12/31 159.971 K $ 1.40 %
2025/09/30 EMR EMERSON ELEC CO 0.34% 12.987 M $ 98998 2024/12/31 -212.845 K $ -1.61 %
2025/09/30 OMAB GRUPO AEROPORTUARIO DEL CENT 0.34% 12.877 M $ 123968 2024/12/31 -417.886 K $ -1.55 %
2025/09/30 LOW LOWES COS INC 0.34% 12.790 M $ 50895 2024/12/31 1.498 M $ 13.27 %
2025/09/30 PH PARKER HANNIFIN CORP 0.34% 12.691 M $ 16739 2024/12/31 998.983 K $ 8.54 %
2025/09/30 PPL PPL CORP 0.32% 12.068 M $ 324754 2024/12/31 1.062 M $ 9.65 %
2025/09/30 MDLZ MONDELEZ INTL INC 0.31% 11.789 M $ 188734 2024/12/31 -938.007 K $ -7.37 %
2025/09/30 MU MICRON TECHNOLOGY INC 0.30% 11.543 M $ 68962 2024/12/31 3.039 M $ 35.76 %
2025/09/30 EPD ENTERPRISE PRODS PARTNERS L 0.30% 11.256 M $ 359963 2024/12/31 112.511 K $ 0.84 %
2025/09/30 ALL ALLSTATE CORP 0.30% 11.225 M $ 52294 2024/12/31 697.601 K $ 6.63 %
2025/09/30 NUE NUCOR CORP 0.28% 10.513 M $ 77627 2024/12/31 457.223 K $ 4.55 %
2025/09/30 AMP AMERIPRISE FINL INC 0.28% 10.500 M $ 21374 2024/12/31 -907.967 K $ -7.96 %
2025/09/30 INTC INTEL CORP 0.27% 10.228 M $ 304713 2024/12/31 3.398 M $ 49.78 %
2025/09/30 PFE PFIZER INC 0.27% 10.219 M $ 401134 2024/12/31 497.406 K $ 5.12 %
2025/09/30 MCK MCKESSON CORP 0.27% 10.134 M $ 13118 2024/12/31 521.571 K $ 5.43 %
2025/09/30 AFL AFLAC INC 0.26% 10.004 M $ 89565 2024/12/31 558.885 K $ 5.92 %
2025/09/30 AWK AMERICAN WTR WKS CO INC NEW 0.26% 9.853 M $ 70789 2024/12/31 5.663 K $ 0.06 %
2025/09/30 CMCSA COMCAST CORP NEW 0.26% 9.785 M $ 311422 2024/12/31 -1.330 M $ -11.96 %
2025/09/30 F FORD MTR CO 0.26% 9.763 M $ 816282 2024/12/31 906.073 K $ 10.23 %
2025/09/30 EXC EXELON CORP 0.26% 9.754 M $ 216711 2024/12/31 344.570 K $ 3.66 %
2025/09/30 CI CIGNA CORPORATION 0.25% 9.436 M $ 32735 2024/12/31 -1.386 M $ -12.80 %
2025/09/30 ABT ABBOTT LABS 0.25% 9.380 M $ 70035 2024/12/31 -144.972 K $ -1.52 %
2025/09/30 CRH CRH PLC 0.24% 8.989 M $ 74967 2024/12/31 2.107 M $ 30.61 %
2025/09/30 V VISA INC 0.23% 8.806 M $ 25796 2024/12/31 -352.631 K $ -3.85 %
2025/09/30 ATO ATMOS ENERGY CORP 0.22% 8.452 M $ 49500 2024/12/31 823.679 K $ 10.80 %
2025/09/30 AMGN AMGEN INC 0.22% 8.421 M $ 29841 2024/12/31 89.224 K $ 1.07 %
2025/09/30 BAC BANK AMER CORP 0.22% 8.395 M $ 162734 2024/12/31 694.874 K $ 9.02 %
2025/09/30 ADI ANALOG DEVICES INC 0.21% 8.100 M $ 32967 2024/12/31 253.186 K $ 3.23 %
2025/09/30 DRTSW AMRIZE LTD 0.21% 8.097 M $ 166836 2025/06/30 16.399 K $ 0.20 %
2025/09/30 CBRE CBRE GROUP INC 0.21% 8.022 M $ 50913 2024/12/31 887.922 K $ 12.45 %
2025/09/30 LLY LILLY ELI & CO 0.21% 7.974 M $ 10451 2024/12/31 -172.755 K $ -2.12 %
2025/09/30 CVS CVS HEALTH CORP 0.21% 7.772 M $ 103095 2024/12/31 660.838 K $ 9.29 %
2025/09/30 TEL TE CONNECTIVITY PLC 0.21% 7.766 M $ 35377 2024/12/31 1.799 M $ 30.15 %