1y return+13.9%S&P 500 +20.9%
3y return+41.8%S&P 500 +68.5%
5y return+33.4%S&P 500 +74.5%
10y return+125.6%S&P 500 +256.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2016: $226 against $357 in the S&P 500.2
Macquarie Group LtdS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| IVVIshares Tr | $2.0B | 8.7% | +48.0% |
| NVDANvidia Corporation | $1.2B | 5.0% | +34.5% |
| AAPLApple Inc | $841.0M | 3.6% | +13.3% |
| SPYState Str Spdr S&p 500 Etf T | $632.7M | 2.7% | −36.8% |
| GOOGLAlphabet Inc | $629.1M | 2.7% | +41.3% |
| MSFTMicrosoft Corp | $599.3M | 2.6% | +51.6% |
| AVGOBroadcom Inc | $595.3M | 2.6% | +26.7% |
| VOOVanguard Index Fds | $510.3M | 2.2% | +42.9% |
| MUMicron Technology Inc | $499.5M | 2.2% | −48.0% |
| GOOGAlphabet Inc | $484.6M | 2.1% | +22.4% |
| AMZNAmazon Com Inc | $431.3M | 1.9% | +51.2% |
| CSCOCisco Sys Inc | $335.2M | 1.4% | +2.0% |
| LRCXLam Research Corp | $293.3M | 1.3% | +12.0% |
| Exxon Mobil CorpCUSIP 30231G102 | $263.7M | 1.1% | +36.4% |
| TSLATesla Inc | $251.4M | 1.1% | +45.3% |
| METAMeta Platforms Inc | $242.5M | 1.0% | +22.9% |
| LLYEli Lilly & Co | $221.2M | 1.0% | +78.0% |
| PMPhilip Morris Intl Inc | $213.4M | 0.9% | +20.2% |
| AMDAdvanced Micro Devices Inc | $193.1M | 0.8% | +79.5% |
| APHAmphenol Corp | $190.2M | 0.8% | +74.8% |
| CCitigroup Inc | $165.4M | 0.7% | −8.0% |
| WELLWelltower Inc | $159.6M | 0.7% | +3.9% |
| KLACKla Corp | $156.8M | 0.7% | +1151.6% |
| INTCIntel Corp | $155.3M | 0.7% | +148.2% |
| WFCWells Fargo & Co | $145.8M | 0.6% | +6.6% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | June 30, 2020 | +2006.7% | $1.2B |
| AVGOBroadcom Inc | June 30, 2020 | +1096.9% | $595.3M |
| AMDAdvanced Micro Devices Inc | June 30, 2020 | +1004.1% | $193.1M |
| APHAmphenol Corp | June 30, 2020 | +636.1% | $190.2M |
| LLYEli Lilly & Co | June 30, 2020 | +630.6% | $221.2M |
| LRCXLam Research Corp | December 31, 2024 | +499.9% | $293.3M |
| GOOGLAlphabet Inc | June 30, 2020 | +404.0% | $629.1M |
| GOOGAlphabet Inc | June 30, 2020 | +399.9% | $484.6M |
| WELLWelltower Inc | June 30, 2020 | +338.6% | $159.6M |
| JPMJpmorgan Chase & Co | June 30, 2020 | +248.0% | $119.1M |
Sold off last quarter
- Honeywell Intl IncCUSIP 438516106 was $123.6M
- Carnival CorpCUSIP 143658300 was $4.2M
- BMNRBitmine Immersion Tecnologie was $4.2M
- AFGAmerican Financial Group Inc was $4.1M
- CTRACoterra Energy Inc was $4.0M
- BNLBroadstone Net Lease Inc was $2.9M
- Stellantis N.vCUSIP N82405106 was $2.8M
- Dupont De Nemours IncCUSIP 26614N102 was $2.6M
- EQHEquitable Hldgs Inc was $2.3M
- ACMAecom was $1.8M
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +10.3% | +14.8% |
| March 31, 2026 | −3.9% | −4.6% |
| December 31, 2025 | +1.6% | +2.4% |
| September 30, 2025 | +5.8% | +7.8% |
| June 30, 2025 | +8.7% | +10.5% |
| March 31, 2025 | −4.5% | −4.6% |
| December 31, 2024 | −0.5% | +2.1% |
| September 30, 2024 | +6.5% | +5.4% |
| June 30, 2024 | −0.3% | +4.0% |
| March 31, 2024 | +7.8% | +10.0% |
| December 31, 2023 | +11.9% | +11.2% |
| September 30, 2023 | −5.9% | −3.6% |
| June 30, 2023 | +5.4% | +8.3% |
| March 31, 2023 | +4.1% | +7.0% |
| December 31, 2022 | +8.4% | +7.1% |
| September 30, 2022 | −4.3% | −5.3% |
| June 30, 2022 | −16.1% | −16.5% |
| March 31, 2022 | −6.3% | −4.9% |
| December 31, 2021 | +6.6% | +10.7% |
| September 30, 2021 | −1.4% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Macquarie Group Ltd Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1418333&type=13F-HR&dateb=&owner=include&count=40CIK 1418333
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1418333/000119312526351784/Filed August 14, 2026 · accession 0001193125-26-351784