Kiwi Wealth Investments Limited Partnership
CIK
1555829
Location
WELLINGTON, Q2
Portfolio Value
Micro
$21,062,929
Diversification
Highly concentrated
Filing Date
Global Rank
#6,572
/ 7,324
▼ 5045
· as of Dec 2023
3Y Alpha vs SPY
+13.8%
Period ended 2 years ago
Filed Feb 14, 2024 · 2y
16 quarters · since Mar 2020
Clone Performance
Jul 2023–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+136.2%
SPY
+73.9%
Annualised alpha
+12.9%
Max drawdown
−26.2%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
1 positions · as of Dec 31, 2023 · Δ vs Sep 30, 2023Top Position
100.0%
+91.6 pts
Top 5
100.0%
+63.2 pts
Top 10
100.0%
+35.8 pts
HHI
10,000
Highly concentrated+9,485
Portfolio Trend
16 quarters · across all stocks
Sector Breakdown
As of Dec 31, 2023| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 100.0% | $21,062,929 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increasedNo qualifying positions this quarter.
Trimmed
Positions the filer reducedNo qualifying positions this quarter.
New Positions
Positions the filer opened this quarterNo qualifying positions this quarter.
Sold Out
Positions the filer fully exited
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| AMZN | Amazon Com Inc | 513,692 | $65,300,527 | |
| GOOGL | Alphabet Inc. | 486,616 | $63,678,569 | |
| ICLR | Icon PLC | 223,753 | $55,099,176 | |
| META | Meta Platforms, Inc. | 183,389 | $55,055,211 | |
| IT | Gartner Inc | 139,849 | $48,053,514 | |
| MSFT | Microsoft Corp | 150,934 | $47,657,410 | |
| EW | Edwards Lifesciences Corp | 622,715 | $43,141,695 | |
| CRM | Salesforce, Inc. | 210,805 | $42,747,037 | |
| BSX | Boston Scientific Corp | 779,501 | $41,157,652 | |
| MA | Mastercard Inc | 99,961 | $39,575,559 | |
| UNH | Unitedhealth Group Inc | 73,100 | $36,856,289 | |
| FND | Floor & Decor Holdings, Inc. | 356,353 | $32,249,946 | |
| DHR | Danaher Corp /De/ | 129,568 | $28,498,066 | |
| DLTR | Dollar Tree, Inc. | 222,661 | $23,702,263 | |
| MSCI | MSCI Inc. | 30,731 | $15,767,461 | |
| PYPL | PayPal Holdings, Inc. | 265,875 | $15,543,052 | |
| FMX | Mexican Economic Development Inc | 112,471 | $12,276,209 | |
| KKR | KKR & Co. Inc. | 162,923 | $10,036,056 | |
| AJG | Arthur J. Gallagher & Co. | 43,830 | $9,990,171 | |
| CMS | Cms Energy Corp | 181,909 | $9,661,186 | |
| CMCSA | Comcast Corp | 225,984 | $9,390,945 | |
| HUM | Humana Inc | 17,449 | $8,489,287 | |
| PGR | Progressive Corp/Oh/ | 58,029 | $8,083,439 | |
| KMI | Kinder Morgan, Inc. | 427,287 | $7,084,418 | |
| JPM | Jpmorgan Chase & Co | 48,573 | $7,044,056 | |
| No positions match the current search. | ||||
1 positions ·
$21,062,929 total
· as of Dec 31, 2023
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| IAU |
Ishares Gold Trust
|
Held | 539,660 | $21,062,929 | 100.00% |