Advisers
We invest in global companies driving change that we expect to dominate our world in the next 3 to 5 years.
Performance:

Loftus Peak Global Disruption Fund

Loftus Peak Global Disruption Fund (Hedged)

Orca Global Disruption Fund

Performance Summary as at 31 August 2024*

1m3m6m 1y3y p.a.5y p.a.7y p.a.Inception p.a. (15 November 2016)
Fund (Net) 3+0.43%+4.48%+7.78%+33.74%+12.18%+20.07%+19.55%+20.73%
Index 4-0.90%+4.67%+6.23%+18.18%+8.58%+12.04%+12.72%+13.15%
Value Added (Net) 5+1.34%-0.19%+1.55%+15.56%+3.61%+8.03%+6.84%+7.58%

*Past performance is not a reliable indicator of future performance. Source: Loftus Peak, MSCI

3. Net-of-fees performance is based on end-of-month redemption prices after the deduction of fees and expenses and the reinvestment of all distributions. Investment return and the principal value fluctuate, so your units, when sold, may be worth more or less than the original cost. For further details, please refer to the Fund’s product disclosure statement and reference guide.

4. The benchmark for the Fund is the MSCI All Countries World Index (net) as expressed in AUD from Bloomberg.

5. The Value Added is shown as the Fund (Net) minus the benchmark.

Performance Summary as at 31 August 2024*

1m3m6m 1y3y p.a.5y p.a.7y p.a.Inception p.a.
(15 November 2016)
Fund (Net) 3+4.20%+6.27%+11.05%+36.23%---+27.35%
Index 4+1.58%+5.31%+9.55%+21.68%---+16.79%
Value Added (Net) 5+2.63%+0.95%+1.50%+14.55%---+10.57%

*Past performance is not a reliable indicator of future performance. Source: Loftus Peak, MSCI

3. Net-of-fees performance is based on end-of-month redemption prices after the deduction of fees and expenses and the reinvestment of all distributions. Investment return and the principal value fluctuate, so your units, when sold, may be worth more or less than the original cost. For further details, please refer to the Fund’s product disclosure statement and reference guide.

4. The benchmark for the Fund is the MSCI All Countries World Index (net dividends reinvested) hedged to Australian dollars.

5. The Value Added is shown as the Fund (Net) minus the benchmark.

Performance Summary as at 31 August 2024*

1m3m6m 1y3y p.a.5y p.a.7y p.a.Inception p.a. (25 July 2017)
Orca Global Disruption Fund+0.4%+4.5%+7.7%+38.1%+1.8%+13.7%+15.3%+15.3%
MSCI ACWI Index (Net, AUD)-1.3%+4.4%+6.1%+18.0%+8.5%+12.0%+12.7%+12.6%
Excess Return+1.7%+0.1%+1.6%+20.1%-6.7%+1.7%+2.7%+2.7%

*Past performance is not a reliable indicator of future performance. Source: Loftus Peak, MSCI

1. All returns beyond one year are annualised. Inception date 25 July 2017.

2. All returns are total returns, inclusive of reinvested distributions and net of fees and costs using net asset value per unit from inception to, and including, 31 January 2021 and exit unit price from this date.

3. Index net total returns are sourced from Bloomberg.

4. Past performance is not indicative of future performance.

5. The Orca Global Disruption Fund is designed in a benchmark unaware manner. The Investment Manager believes the MSCI AC World Index is appropriate for comparison purposes given the Fund invests in companies across a range of industries including technology, renewable energy, consumer, communication services and healthcare. The risk/return profiles of the Fund and benchmark differ due to differences in the constituents of each. The Fund’s objective is to provide investors with capital growth over the long-term through exposure to companies that benefit from disruptive innovation – in or from any industry/sector, including emerging market listed investments.

6. Please note, Loftus Peak Pty Limited replaced Orca Funds Management as the Investment Manager of the Orca Global Disruption Fund on 1 March 2024.

7. The data source for the Fund's benchmark was changed from Bloomberg to MSCI effective 29 February 2024. All data prior to this date remains unchanged.

ASX Code: LPGD

$4.7240

Indicative NAV per unit**

8 Oct 2024 4:14:59 PM

Thematic Exposure as at 31 August 2024
(Click below to explore associated holdings)
  • Digitisation & Megadata 33%
  • 5G 16%
  • Platforms, Networks & eCommerce 10%
  • Online Advertising 10%
  • Streaming 9%
  • Connected World 8%
  • Genetics, Health and Life Sciences 7%
  • Cash Exposure 5%
  • Electrification & Decarbonisation 2%
Monthly Stock Holding Report as at 31 August 2024

Weight Alphabetical

Ticker: QCOM Weight: 11.29%

Qualcomm

Primary Investment Driver

Massive increase in speed and throughput enabling new digital services across all industries.
Qualcomm operates as a multinational semiconductor and telecommunications equipment company. The company develops and delivers digital wireless communications products and services based on CDMA digital technology. Qualcomm serves customers worldwide.

Loftus Peak Thematic(s)

5G Connected World

Market Capitalisation (USDm)

195,284

Date of Initial Investment

15/11/2016
Ticker: 2330 Weight: 9.78%

Taiwan Semiconductor Manufacturing Company

Primary Investment Driver

As the world becomes more digitised, it will require more processing power. TSM is a semiconductor manufacturer.
Taiwan Semiconductor Manufacturing Company, Ltd. manufactures and markets integrated circuits. The Company provides the following services: wafer manufacturing, wafer probing, assembly and testing, mask production, and design services. TSMC's ICs are used in computer, communication, consumer electronics, automotive, and industrial equipment industries.

Loftus Peak Thematic(s)

Digitisation & Megadata Connected World 5G

Market Capitalisation (USDm)

766,071

Date of Initial Investment

15/11/2016
Ticker: NFLX Weight: 6.50%

Netflix

Primary Investment Driver

Disrupting traditional TV delivery mechanisms (cable TV) as well as traditional studios and content creators.
Netflix, Inc. operates as a subscription streaming service and production company. The Company offers a wide variety of TV shows, movies, anime, and documentaries on internet- connected devices. Netflix serves customers worldwide.

Loftus Peak Thematic(s)

Streaming

Market Capitalisation (USDm)

300,995

Date of Initial Investment

09/02/2018
Ticker: AMZN Weight: 5.20%

Amazon

Primary Investment Driver

Originally disrupted brick-and-mortar stores, but is now moving into other verticals such as the cloud, video content production and delivery, as well as healthcare and banking.
Amazon.com, Inc. is an online retailer that offers a wide range of products. The company products include books, music, computers, electronics, and numerous other products. Amazon offers personalized shopping services, Web-based credit card payment, and direct shipping to customers. Amazon also operates a cloud platform offering services globally.

Loftus Peak Thematic(s)

Platforms, Networks & eCommerce Digitisation & Megadata

Market Capitalisation (USDm)

1,873,459

Date of Initial Investment

15/11/2016
Ticker: GOOGL Weight: 4.43%

Alphabet

Primary Investment Driver

Disrupting traditional forms of advertising, such as print, television.
Alphabet Inc. operates as a holding company. The company, through its subsidiaries, provides web-based search, advertisements, maps, software applications, mobile operating systems, consumer content, enterprise solutions, commerce, and hardware products.

Loftus Peak Thematic(s)

Online Advertising Digitisation & Megadata

Market Capitalisation (USDm)

2,021,619

Date of Initial Investment

15/11/2016
Ticker: META Weight: 4.24%

Meta Platforms

Primary Investment Driver

Disruption of traditional forms of advertising and advancing new forms of communication.
Meta, formerly Facebook, is a global technology company focused on social media, virtual reality, and artificial intelligence. Key products include Facebook, Instagram, WhatsApp, and Oculus. Meta aims to build immersive digital experiences and connect people worldwide.

Loftus Peak Thematic(s)

Online Advertising

Market Capitalisation (USDm)

1,318,977

Date of Initial Investment

09/02/2018
Ticker: MSFT Weight: 4.03%

Microsoft

Primary Investment Driver

Driving the shift to cloud based computing and software.
Microsoft is a global technology leader known for its software, hardware, and cloud services. Key products include Windows, Office, Azure, and Xbox. It serves enterprise and consumer markets, driving innovation in productivity, AI, and gaming.

Loftus Peak Thematic(s)

Digitisation & Megadata

Market Capitalisation (USDm)

3,100,618

Date of Initial Investment

15/11/2016
Ticker: ROKU Weight: 3.27%

Roku

Primary Investment Driver

Disrupting traditional TV delivery mechanisms (cable TV, free- to-air) with more efficient ad mechanisms.
Roku designs and manufactures consumer electronic products. The company offers wireless enabled devices that stream audio and video content from the internet to home entertainment systems. Roku serves customers globally.

Loftus Peak Thematic(s)

Online Advertising Streaming

Market Capitalisation (USDm)

9,807

Date of Initial Investment

04/12/2018
Ticker: NTNX Weight: 3.13%

Nutanix

Primary Investment Driver

Hyper-converged infrastructure solutions that simplify data center operations and enhance cloud based apps.
Nutanix is a leader in cloud computing and hyperconverged infrastructure solutions. It offers software for managing applications, data, and cloud services across private, hybrid, and multicloud environments. Key products include Nutanix Acropolis, Prism, and Xi Cloud Services.

Loftus Peak Thematic(s)

Digitisation & Megadata

Market Capitalisation (USDm)

16,650

Date of Initial Investment

05/04/2019
Ticker: LLY Weight: 2.62%

Eli Lilly

Primary Investment Driver

Innovative pharmaceutical solutions, including groundbreaking treatments for obesity and other chronic diseases.
Eli Lilly is a global pharmaceutical company focusing on innovation in drug development. Key products include treatments for diabetes, cancer, autoimmune diseases, mental health, and obesity. It is dedicated to advancing medical research and improving patient outcomes worldwide.

Loftus Peak Thematic(s)

Genetics, Health and Life Sciences

Market Capitalisation (USDm)

912,428

Date of Initial Investment

22/04/2024
Ticker: ADYEN Weight: 2.55%

Adyen

Primary Investment Driver

Disruptive payment solutions, providing seamless, integrated financial transactions across online and offline channels.
Adyen is a global payment company providing end-to-end payment solutions. It supports businesses with online, mobile, and in-store payments, offering seamless transactions, fraud prevention, and data-driven insights to optimize financial operations and enhance customer experiences.

Loftus Peak Thematic(s)

Digitisation & Megadata

Market Capitalisation (USDm)

45,608

Date of Initial Investment

28/02/2024
Ticker: GTLB Weight: 2.54%

GitLab

Primary Investment Driver

Disruptive software streamlining the entire software development lifecycle and enhancing collaboration and productivity.
GitLab is a DevOps platform offering a comprehensive suite for software development, covering planning, source code management, CI/CD, security, and monitoring. It empowers teams to collaborate efficiently, accelerate development cycles, and enhance productivity.

Loftus Peak Thematic(s)

Digitisation & Megadata

Market Capitalisation (USDm)

7,532

Date of Initial Investment

04/12/2023
Ticker: MELI Weight: 2.51%

MercadoLibre

Primary Investment Driver

Disruption in ecommerce and fintech.
MercadoLibre is a leading e-commerce and fintech company in Latin America. It operates an online marketplace and provides payment solutions through Mercado Pago. Key segments include e-commerce, digital payments, logistics, and financial services, driving economic growth in the region.

Loftus Peak Thematic(s)

Platforms, Networks & eCommerce

Market Capitalisation (USDm)

104,521

Date of Initial Investment

13/06/2017
Ticker: 000660 Weight: 2.49%

SK Hynix

Primary Investment Driver

Enabling disruption through its advanced memory technologies, driving innovation in mobile devices, PCs, and data centers.
SK Hynix is a leading semiconductor manufacturer specializing in memory chips, including DRAM and NAND flash. It supplies key components for smartphones, PCs, and data centers, driving innovation in the global semiconductor industry.

Loftus Peak Thematic(s)

Digitisation & Megadata 5G

Market Capitalisation (USDm)

94,506

Date of Initial Investment

30/05/2023
Ticker: AMD Weight: 2.41%

Advanced Micro Devices

Primary Investment Driver

Disrupting traditional forms of advertising, such as print, television.
Advanced Micro Devices, Inc. (AMD) produces semiconductor products and devices. The company offers products such as microprocessors, embedded microprocessors, chipsets, graphics, video and multimedia products and supplies it to third-party foundries, as well as provides assembling, testing, and packaging services. AMD serves customers worldwide.

Loftus Peak Thematic(s)

Digitisation & Megadata

Market Capitalisation (USDm)

240,442

Date of Initial Investment

11/10/2018
Ticker: SPOT Weight: 2.38%

Spotify

Primary Investment Driver

Digitisation of the music and audio content industry.
Spotify is a leading music streaming service offering a vast library of songs, podcasts, and audiobooks. It provides personalized playlists, discovery features, and social sharing. Key segments include premium subscriptions, ad-supported free tier, and exclusive content.

Loftus Peak Thematic(s)

Streaming Platforms, Networks & eCommerce

Market Capitalisation (USDm)

68,853

Date of Initial Investment

15/03/2024
Ticker: CRM Weight: 2.34%

Salesforce

Primary Investment Driver

Disruptive cloud-based CRM solutions, enabling businesses to digitally transform customer engagement, sales, and operations.
Salesforce is a cloud-based software company specializing in customer relationship management (CRM). It offers solutions for sales, marketing, customer service, and analytics, enabling businesses to streamline operations, drive growth, and enhance customer engagement.

Loftus Peak Thematic(s)

Digitisation & Megadata

Market Capitalisation (USDm)

241,772

Date of Initial Investment

05/07/2024
Ticker: ON Weight: 2.31%

ON Semiconductor

Primary Investment Driver

Growth and demand of analog semiconductors.
ON Semiconductor Corporation supplies analog, standard logic, and discrete semiconductors for data and power management. The Company offers products include integrated circuits and analog ICs. ON Semiconductor also offers discrete semiconductors in a variety of surface mount and standard packages.

Loftus Peak Thematic(s)

Electrification & Decarbonisation

Market Capitalisation (USDm)

33,356

Date of Initial Investment

01/04/2021
Ticker: UBER Weight: 2.09%

Uber

Primary Investment Driver

Revolutionizing ride-sharing, food delivery, and freight services with an on-demand, app-based model.
Uber is a global ride-hailing and logistics company offering services like ride-sharing, food delivery (Uber Eats), and freight. It leverages technology to connect users with drivers and couriers, transforming urban mobility and logistics services.

Loftus Peak Thematic(s)

Platforms, Networks & eCommerce

Market Capitalisation (USDm)

153,642

Date of Initial Investment

30/07/2024
Ticker: HALO Weight: 2.08%

Halozyme Therapeutics

Primary Investment Driver

Pioneering subcutaneous drug delivery.
Halozyme Therapeutics, Inc. is a biopharmaceutical company developing products for the diabetes, cancer, dermatology, and drug delivery markets. The Company's platform technology is based on recombinant human hyaluronidase plus additional enzymes. Halozyme applies its technology to its proprietary programs and to partnerships with pharmaceutical companies.

Loftus Peak Thematic(s)

Genetics, Health & Life Sciences

Market Capitalisation (USDm)

8,088

Date of Initial Investment

23/02/2023
Ticker: WMT Weight: 2.05%

Walmart

Primary Investment Driver

Emerging ecosystem value.
Walmart operates discount stores, supercentres, and neighbourhood markets. The company offers merchandise such as apparel, house wares, small appliances, electronics, musical instruments, books, home improvement, shoes, jewellery, toddler, games, household essentials, pets, pharmaceutical products, party supplies, and automotive tools. Walmart serves customers worldwide.

Loftus Peak Thematic(s)

Platforms, Networks & eCommerce

Market Capitalisation (USDm)

620,794

Date of Initial Investment

08/03/2021
Ticker: DE Weight: 2.01%

John Deere

Primary Investment Driver

Originally a hardware manufacturer, now layering digital services such as mapping through the cloud which enables precision farming and better output.
Deere & Company manufactures and distributes a range of agricultural, construction, forestry, and commercial and consumer equipment. The Company supplies replacement parts for its own products and for those of other manufacturers. Deere also provides product and parts financing services. Deere and Company extends its services and products worldwide.

Loftus Peak Thematic(s)

Connected World

Market Capitalisation (USDm)

105,538

Date of Initial Investment

10/03/2020
Ticker: AZN Weight: 2.01%

AstraZeneca

Primary Investment Driver

Disruptive advancements in oncology and chronic disease treatments, driving growth through innovative therapies and a strong pipeline of new drugs.
AstraZeneca is a global biopharmaceutical company focused on the discovery, development, and commercialization of prescription medicines in areas like oncology, cardiovascular, renal, and respiratory diseases. Key products include breakthrough cancer therapies and treatments for chronic illnesses.

Loftus Peak Thematic(s)

Genetics, Health and Life Sciences

Market Capitalisation (USDm)

269,968

Date of Initial Investment

26/08/2024
Ticker: AVGO Weight: 1.97%

Broadcom

Primary Investment Driver

Cutting edge semiconductor solutions and infrastructure software, vital for AI, data centers and networking.
Broadcom is a global technology company specializing in semiconductors and infrastructure software. It delivers products for data centers, networking, broadband, wireless, and storage. Key segments include enterprise software, industrial automation, and cybersecurity solutions.

Loftus Peak Thematic(s)

Digitisation & Megadata

Market Capitalisation (USDm)

757,908

Date of Initial Investment

15/11/2016
Ticker: ADBE Weight: 1.93%

Adobe

Primary Investment Driver

Cloud based creative software and tools, enabling a new era of digital content creation and marketing innovation.
Adobe is a software company renowned for its creative tools, including Photoshop, Illustrator, and Premiere Pro. It serves professionals in design, photography, video editing, and digital marketing, offering solutions for content creation, document management, and digital experiences.

Loftus Peak Thematic(s)

Digitisation & Megadata

Market Capitalisation (USDm)

254,693

Date of Initial Investment

28/02/2024
Ticker: NOW Weight: 1.88%

ServiceNow

Primary Investment Driver

Disruptive cloud-based platform, transforming IT service management and digital workflows for enterprises.
ServiceNow is a cloud-based platform specializing in digital workflows and IT service management. It offers solutions for IT, employee, and customer workflows, enabling organizations to automate processes, improve efficiency, and enhance user experiences. Key products include ITSM, HR Service Delivery, and Customer Service Management.

Loftus Peak Thematic(s)

Platforms, Networks & eCommerce

Market Capitalisation (USDm)

176,130

Date of Initial Investment

28/02/2024
Ticker: MU Weight: 1.82%

Micron Technology

Primary Investment Driver

Exposure to memory semiconductors including NAND, DRAM and SSD.
Micron Technology, Inc., through its subsidiaries, manufactures and markets dynamic random access memory chips (DRAMs), static random access memory chips (SRAMS), flash memory, semiconductor components, and memory modules.

Loftus Peak Thematic(s)

Digitisation & Megadata 5G

Market Capitalisation (USDm)

106,715

Date of Initial Investment

26/06/2018
Ticker: 8035 Weight: 1.75%

Tokyo Electron

Primary Investment Driver

Enabling disruption through innovative technology to enable the manufacture of advanced semiconductors.
Tokyo Electron is a leading global supplier of semiconductory production equipment. It provides cutting-edge solutions for chip manufacturing processes such as etching, deposition, and cleaning, supporting the semiconductor industry's rapid technological advancements.

Loftus Peak Thematic(s)

Digitisation & Megadata 5G

Market Capitalisation (USDm)

83,228

Date of Initial Investment

01/04/2021
Ticker: 2454 Weight: 1.65%

MediaTek

Primary Investment Driver

Advancements in semiconductor technology, particularly for mobile devices and IoT applications.
MediaTek is a leading semiconductor company specializing in chipsets for mobile devices, smart home products, and automotive solutions. Key segments include smartphones, tablets, AI, connectivity, and multimedia. It powers millions of devices worldwide, enabling advanced technology and innovation.

Loftus Peak Thematic(s)

5G Connected World

Market Capitalisation (USDm)

62,058

Date of Initial Investment

15/05/2024
Ticker: ADBE Weight: 1.93%

Adobe

Primary Investment Driver

Cloud based creative software and tools, enabling a new era of digital content creation and marketing innovation.
Adobe is a software company renowned for its creative tools, including Photoshop, Illustrator, and Premiere Pro. It serves professionals in design, photography, video editing, and digital marketing, offering solutions for content creation, document management, and digital experiences.

Loftus Peak Thematic(s)

Digitisation & Megadata

Market Capitalisation (USDm)

254,693

Date of Initial Investment

28/02/2024
Ticker: AMD Weight: 2.41%

Advanced Micro Devices

Primary Investment Driver

Disrupting traditional forms of advertising, such as print, television.
Advanced Micro Devices, Inc. (AMD) produces semiconductor products and devices. The company offers products such as microprocessors, embedded microprocessors, chipsets, graphics, video and multimedia products and supplies it to third-party foundries, as well as provides assembling, testing, and packaging services. AMD serves customers worldwide.

Loftus Peak Thematic(s)

Digitisation & Megadata

Market Capitalisation (USDm)

240,442

Date of Initial Investment

11/10/2018
Ticker: ADYEN Weight: 2.55%

Adyen

Primary Investment Driver

Disruptive payment solutions, providing seamless, integrated financial transactions across online and offline channels.
Adyen is a global payment company providing end-to-end payment solutions. It supports businesses with online, mobile, and in-store payments, offering seamless transactions, fraud prevention, and data-driven insights to optimize financial operations and enhance customer experiences.

Loftus Peak Thematic(s)

Digitisation & Megadata

Market Capitalisation (USDm)

45,608

Date of Initial Investment

28/02/2024
Ticker: GOOGL Weight: 4.43%

Alphabet

Primary Investment Driver

Disrupting traditional forms of advertising, such as print, television.
Alphabet Inc. operates as a holding company. The company, through its subsidiaries, provides web-based search, advertisements, maps, software applications, mobile operating systems, consumer content, enterprise solutions, commerce, and hardware products.

Loftus Peak Thematic(s)

Online Advertising Digitisation & Megadata

Market Capitalisation (USDm)

2,021,619

Date of Initial Investment

15/11/2016
Ticker: AMZN Weight: 5.20%

Amazon

Primary Investment Driver

Originally disrupted brick-and-mortar stores, but is now moving into other verticals such as the cloud, video content production and delivery, as well as healthcare and banking.
Amazon.com, Inc. is an online retailer that offers a wide range of products. The company products include books, music, computers, electronics, and numerous other products. Amazon offers personalized shopping services, Web-based credit card payment, and direct shipping to customers. Amazon also operates a cloud platform offering services globally.

Loftus Peak Thematic(s)

Platforms, Networks & eCommerce Digitisation & Megadata

Market Capitalisation (USDm)

1,873,459

Date of Initial Investment

15/11/2016
Ticker: AZN Weight: 2.01%

AstraZeneca

Primary Investment Driver

Disruptive advancements in oncology and chronic disease treatments, driving growth through innovative therapies and a strong pipeline of new drugs.
AstraZeneca is a global biopharmaceutical company focused on the discovery, development, and commercialization of prescription medicines in areas like oncology, cardiovascular, renal, and respiratory diseases. Key products include breakthrough cancer therapies and treatments for chronic illnesses.

Loftus Peak Thematic(s)

Genetics, Health and Life Sciences

Market Capitalisation (USDm)

269,968

Date of Initial Investment

26/08/2024
Ticker: AVGO Weight: 1.97%

Broadcom

Primary Investment Driver

Cutting edge semiconductor solutions and infrastructure software, vital for AI, data centers and networking.
Broadcom is a global technology company specializing in semiconductors and infrastructure software. It delivers products for data centers, networking, broadband, wireless, and storage. Key segments include enterprise software, industrial automation, and cybersecurity solutions.

Loftus Peak Thematic(s)

Digitisation & Megadata

Market Capitalisation (USDm)

757,908

Date of Initial Investment

15/11/2016
Ticker: LLY Weight: 2.62%

Eli Lilly

Primary Investment Driver

Innovative pharmaceutical solutions, including groundbreaking treatments for obesity and other chronic diseases.
Eli Lilly is a global pharmaceutical company focusing on innovation in drug development. Key products include treatments for diabetes, cancer, autoimmune diseases, mental health, and obesity. It is dedicated to advancing medical research and improving patient outcomes worldwide.

Loftus Peak Thematic(s)

Genetics, Health and Life Sciences

Market Capitalisation (USDm)

912,428

Date of Initial Investment

22/04/2024
Ticker: GTLB Weight: 2.54%

GitLab

Primary Investment Driver

Disruptive software streamlining the entire software development lifecycle and enhancing collaboration and productivity.
GitLab is a DevOps platform offering a comprehensive suite for software development, covering planning, source code management, CI/CD, security, and monitoring. It empowers teams to collaborate efficiently, accelerate development cycles, and enhance productivity.

Loftus Peak Thematic(s)

Digitisation & Megadata

Market Capitalisation (USDm)

7,532

Date of Initial Investment

04/12/2023
Ticker: HALO Weight: 2.08%

Halozyme Therapeutics

Primary Investment Driver

Pioneering subcutaneous drug delivery.
Halozyme Therapeutics, Inc. is a biopharmaceutical company developing products for the diabetes, cancer, dermatology, and drug delivery markets. The Company's platform technology is based on recombinant human hyaluronidase plus additional enzymes. Halozyme applies its technology to its proprietary programs and to partnerships with pharmaceutical companies.

Loftus Peak Thematic(s)

Genetics, Health & Life Sciences

Market Capitalisation (USDm)

8,088

Date of Initial Investment

23/02/2023
Ticker: DE Weight: 2.01%

John Deere

Primary Investment Driver

Originally a hardware manufacturer, now layering digital services such as mapping through the cloud which enables precision farming and better output.
Deere & Company manufactures and distributes a range of agricultural, construction, forestry, and commercial and consumer equipment. The Company supplies replacement parts for its own products and for those of other manufacturers. Deere also provides product and parts financing services. Deere and Company extends its services and products worldwide.

Loftus Peak Thematic(s)

Connected World

Market Capitalisation (USDm)

105,538

Date of Initial Investment

10/03/2020
Ticker: 2454 Weight: 1.65%

MediaTek

Primary Investment Driver

Advancements in semiconductor technology, particularly for mobile devices and IoT applications.
MediaTek is a leading semiconductor company specializing in chipsets for mobile devices, smart home products, and automotive solutions. Key segments include smartphones, tablets, AI, connectivity, and multimedia. It powers millions of devices worldwide, enabling advanced technology and innovation.

Loftus Peak Thematic(s)

5G Connected World

Market Capitalisation (USDm)

62,058

Date of Initial Investment

15/05/2024
Ticker: MELI Weight: 2.51%

MercadoLibre

Primary Investment Driver

Disruption in ecommerce and fintech.
MercadoLibre is a leading e-commerce and fintech company in Latin America. It operates an online marketplace and provides payment solutions through Mercado Pago. Key segments include e-commerce, digital payments, logistics, and financial services, driving economic growth in the region.

Loftus Peak Thematic(s)

Platforms, Networks & eCommerce

Market Capitalisation (USDm)

104,521

Date of Initial Investment

13/06/2017
Ticker: META Weight: 4.24%

Meta Platforms

Primary Investment Driver

Disruption of traditional forms of advertising and advancing new forms of communication.
Meta, formerly Facebook, is a global technology company focused on social media, virtual reality, and artificial intelligence. Key products include Facebook, Instagram, WhatsApp, and Oculus. Meta aims to build immersive digital experiences and connect people worldwide.

Loftus Peak Thematic(s)

Online Advertising

Market Capitalisation (USDm)

1,318,977

Date of Initial Investment

09/02/2018
Ticker: MU Weight: 1.82%

Micron Technology

Primary Investment Driver

Exposure to memory semiconductors including NAND, DRAM and SSD.
Micron Technology, Inc., through its subsidiaries, manufactures and markets dynamic random access memory chips (DRAMs), static random access memory chips (SRAMS), flash memory, semiconductor components, and memory modules.

Loftus Peak Thematic(s)

Digitisation & Megadata 5G

Market Capitalisation (USDm)

106,715

Date of Initial Investment

26/06/2018
Ticker: MSFT Weight: 4.03%

Microsoft

Primary Investment Driver

Driving the shift to cloud based computing and software.
Microsoft is a global technology leader known for its software, hardware, and cloud services. Key products include Windows, Office, Azure, and Xbox. It serves enterprise and consumer markets, driving innovation in productivity, AI, and gaming.

Loftus Peak Thematic(s)

Digitisation & Megadata

Market Capitalisation (USDm)

3,100,618

Date of Initial Investment

15/11/2016
Ticker: NFLX Weight: 6.50%

Netflix

Primary Investment Driver

Disrupting traditional TV delivery mechanisms (cable TV) as well as traditional studios and content creators.
Netflix, Inc. operates as a subscription streaming service and production company. The Company offers a wide variety of TV shows, movies, anime, and documentaries on internet- connected devices. Netflix serves customers worldwide.

Loftus Peak Thematic(s)

Streaming

Market Capitalisation (USDm)

300,995

Date of Initial Investment

09/02/2018
Ticker: NTNX Weight: 3.13%

Nutanix

Primary Investment Driver

Hyper-converged infrastructure solutions that simplify data center operations and enhance cloud based apps.
Nutanix is a leader in cloud computing and hyperconverged infrastructure solutions. It offers software for managing applications, data, and cloud services across private, hybrid, and multicloud environments. Key products include Nutanix Acropolis, Prism, and Xi Cloud Services.

Loftus Peak Thematic(s)

Digitisation & Megadata

Market Capitalisation (USDm)

16,650

Date of Initial Investment

05/04/2019
Ticker: ON Weight: 2.31%

ON Semiconductor

Primary Investment Driver

Growth and demand of analog semiconductors.
ON Semiconductor Corporation supplies analog, standard logic, and discrete semiconductors for data and power management. The Company offers products include integrated circuits and analog ICs. ON Semiconductor also offers discrete semiconductors in a variety of surface mount and standard packages.

Loftus Peak Thematic(s)

Electrification & Decarbonisation

Market Capitalisation (USDm)

33,356

Date of Initial Investment

01/04/2021
Ticker: QCOM Weight: 11.29%

Qualcomm

Primary Investment Driver

Massive increase in speed and throughput enabling new digital services across all industries.
Qualcomm operates as a multinational semiconductor and telecommunications equipment company. The company develops and delivers digital wireless communications products and services based on CDMA digital technology. Qualcomm serves customers worldwide.

Loftus Peak Thematic(s)

5G Connected World

Market Capitalisation (USDm)

195,284

Date of Initial Investment

15/11/2016
Ticker: ROKU Weight: 3.27%

Roku

Primary Investment Driver

Disrupting traditional TV delivery mechanisms (cable TV, free- to-air) with more efficient ad mechanisms.
Roku designs and manufactures consumer electronic products. The company offers wireless enabled devices that stream audio and video content from the internet to home entertainment systems. Roku serves customers globally.

Loftus Peak Thematic(s)

Online Advertising Streaming

Market Capitalisation (USDm)

9,807

Date of Initial Investment

04/12/2018
Ticker: CRM Weight: 2.34%

Salesforce

Primary Investment Driver

Disruptive cloud-based CRM solutions, enabling businesses to digitally transform customer engagement, sales, and operations.
Salesforce is a cloud-based software company specializing in customer relationship management (CRM). It offers solutions for sales, marketing, customer service, and analytics, enabling businesses to streamline operations, drive growth, and enhance customer engagement.

Loftus Peak Thematic(s)

Digitisation & Megadata

Market Capitalisation (USDm)

241,772

Date of Initial Investment

05/07/2024
Ticker: NOW Weight: 1.88%

ServiceNow

Primary Investment Driver

Disruptive cloud-based platform, transforming IT service management and digital workflows for enterprises.
ServiceNow is a cloud-based platform specializing in digital workflows and IT service management. It offers solutions for IT, employee, and customer workflows, enabling organizations to automate processes, improve efficiency, and enhance user experiences. Key products include ITSM, HR Service Delivery, and Customer Service Management.

Loftus Peak Thematic(s)

Platforms, Networks & eCommerce

Market Capitalisation (USDm)

176,130

Date of Initial Investment

28/02/2024
Ticker: 000660 Weight: 2.49%

SK Hynix

Primary Investment Driver

Enabling disruption through its advanced memory technologies, driving innovation in mobile devices, PCs, and data centers.
SK Hynix is a leading semiconductor manufacturer specializing in memory chips, including DRAM and NAND flash. It supplies key components for smartphones, PCs, and data centers, driving innovation in the global semiconductor industry.

Loftus Peak Thematic(s)

Digitisation & Megadata 5G

Market Capitalisation (USDm)

94,506

Date of Initial Investment

30/05/2023
Ticker: SPOT Weight: 2.38%

Spotify

Primary Investment Driver

Digitisation of the music and audio content industry.
Spotify is a leading music streaming service offering a vast library of songs, podcasts, and audiobooks. It provides personalized playlists, discovery features, and social sharing. Key segments include premium subscriptions, ad-supported free tier, and exclusive content.

Loftus Peak Thematic(s)

Streaming Platforms, Networks & eCommerce

Market Capitalisation (USDm)

68,853

Date of Initial Investment

15/03/2024
Ticker: 2330 Weight: 9.78%

Taiwan Semiconductor Manufacturing Company

Primary Investment Driver

As the world becomes more digitised, it will require more processing power. TSM is a semiconductor manufacturer.
Taiwan Semiconductor Manufacturing Company, Ltd. manufactures and markets integrated circuits. The Company provides the following services: wafer manufacturing, wafer probing, assembly and testing, mask production, and design services. TSMC's ICs are used in computer, communication, consumer electronics, automotive, and industrial equipment industries.

Loftus Peak Thematic(s)

Digitisation & Megadata Connected World 5G

Market Capitalisation (USDm)

766,071

Date of Initial Investment

15/11/2016
Ticker: 8035 Weight: 1.75%

Tokyo Electron

Primary Investment Driver

Enabling disruption through innovative technology to enable the manufacture of advanced semiconductors.
Tokyo Electron is a leading global supplier of semiconductory production equipment. It provides cutting-edge solutions for chip manufacturing processes such as etching, deposition, and cleaning, supporting the semiconductor industry's rapid technological advancements.

Loftus Peak Thematic(s)

Digitisation & Megadata 5G

Market Capitalisation (USDm)

83,228

Date of Initial Investment

01/04/2021
Ticker: UBER Weight: 2.09%

Uber

Primary Investment Driver

Revolutionizing ride-sharing, food delivery, and freight services with an on-demand, app-based model.
Uber is a global ride-hailing and logistics company offering services like ride-sharing, food delivery (Uber Eats), and freight. It leverages technology to connect users with drivers and couriers, transforming urban mobility and logistics services.

Loftus Peak Thematic(s)

Platforms, Networks & eCommerce

Market Capitalisation (USDm)

153,642

Date of Initial Investment

30/07/2024
Ticker: WMT Weight: 2.05%

Walmart

Primary Investment Driver

Emerging ecosystem value.
Walmart operates discount stores, supercentres, and neighbourhood markets. The company offers merchandise such as apparel, house wares, small appliances, electronics, musical instruments, books, home improvement, shoes, jewellery, toddler, games, household essentials, pets, pharmaceutical products, party supplies, and automotive tools. Walmart serves customers worldwide.

Loftus Peak Thematic(s)

Platforms, Networks & eCommerce

Market Capitalisation (USDm)

620,794

Date of Initial Investment

08/03/2021
Quantitative Data Pack
This quarterly quantitative information pack focuses on Loftus Peak's flagship Loftus Peak Global Disruption Fund.
Quant Data Pack
How to access:

Loftus Peak Global Disruption Fund

Loftus Peak Global Disruption Fund (Hedged)

Orca Global Disruption Fund

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Fund Research Ratings:

Loftus Peak Global Disruption Fund

Loftus Peak Global Disruption Fund (Hedged)

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Information and Forms Library:

Loftus Peak Global Disruption Fund

Loftus Peak Global Disruption Fund (Hedged)

Orca Global Disruption Fund

Contact Us
Distribution Team
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Larry Achike
Larry is responsible for the distribution of Loftus Peak’s newly introduced active ETF and helping to develop the firm’s sales and marketing strategy for intermediary and retail clients. With over 20 years’ experience in sales and marketing across several industries, Larry has a strong background in business development. In his previous role, he was responsible for servicing wealth managers within stockbroking firms and financial advisory groups across Australia, including most recently, responsibility for a range of disruption funds.
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Pierre Kraft

General Manager - Sales and Distribution

M: +61 413 318 379

E: pierrekraft@loftuspeak.com.au

Pierre has over 25 years’ experience in the financial services industry, having held a range of senior roles in financial advice, accounting and superannuation at organisations, including Aon, NAB/MLC and CountPlus. As an authorised representative of Loftus Peak, Pierre’s main focus is taking the firm's capability to market and ensuring that advisors and their clients are able to invest with Loftus Peak across multiple platforms. Pierre has a Masters in Business (advanced) from Adelaide University, is a Fellow of CPA Australia, is a Certified Financial Planner and a Graduate of the Australian Institute of Company Directors. Pierre also holds a Bachelor of Business, Certificate IV in Financial Services (Finance/Mortgage Broking) and a Diploma in Financial Planning, from Financial Planning Association.
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Charles Badger

Head of Sales and Key Accounts

M: +61 434 562 496

E: charlesbadger@loftuspeak.com.au

Charles has an extensive background in the financial services industry, specialising in both platform and investment fund distribution, working closely with Australian Financial Service Licence holders and adviser groups. He has experience in both retail and institutional roles. Charles has held senior positions with AMP, Westpac subsidiaries Securitor and Asgard, ING, Rothschild, BT and in the wealth and licensee divisions of IOOF / ANZ. He holds a Bachelor of Business (Banking & Finance) from Monash University, Associate Diploma of Business (PIR) from the University of SA, Certificate IV Financial Services (Finance/Mortgage Broking) and has commenced an MBA at Charles Sturt University.