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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Perpetual Investment Management Ltd

Quarter ended Q1 2023 · Filed February 14, 2023 · Accession 0001085146-23-001195

Total Value
$838.0M
Positions
211
Other Managers
2
Confidential Omitted
No
View on SEC.gov

Holdings (211)

#IssuerTicker / CUSIPSharesValue% of Filing
1LIGHT & WONDER INCLAWIL649,593$38.1M4.54%
2MERCK & CO INCMRK337,841$37.5M4.47%
3AIR PRODS & CHEMS INCAIIR93,826$28.9M3.45%
4ORACLE CORPORCL-PD336,294$27.5M3.28%
5FERGUSON PLC NEWG3421J106200,847$25.5M3.04%
6COMCAST CORP NEWCCZ609,527$21.3M2.54%
7INTERPUBLIC GROUP COS INCINTR564,224$18.8M2.24%
8FIDELITY NATL INFORMATION SV31620M106271,930$18.5M2.20%
9ELEVANCE HEALTH INCELV35,050$18.0M2.15%
10SEAWORLD ENTMT INCPRKS334,763$17.9M2.14%
11MEDTRONIC PLCMDT229,286$17.8M2.13%
12HUMANA INCHUM33,610$17.2M2.05%
13AMERICAN INTL GROUP INC026874784265,192$16.8M2.00%
14ALLSTATE CORPALL-PJ123,435$16.7M2.00%
15RALPH LAUREN CORPRL152,043$16.1M1.92%
16HESS CORPHESM105,974$15.0M1.79%
17APTIV PLCAPTV161,282$15.0M1.79%
18DOMINOS PIZZA INCDPZ43,311$15.0M1.79%
19BAIDU INCBAIDF128,190$14.7M1.75%
20HUNT J B TRANS SVCS INC44565810783,317$14.5M1.73%
21STERICYCLE INC858912108277,660$13.9M1.65%
22COGNIZANT TECHNOLOGY SOLUTIOCTSH234,928$13.4M1.60%
23ELECTRONIC ARTS INCEA107,489$13.1M1.57%
24COCA-COLA EUROPACIFIC PARTNECCEP225,287$12.5M1.49%
25LITHIA MTRS INC53679710359,826$12.2M1.46%
26DUPONT DE NEMOURS INCDD175,825$12.1M1.44%
27DEERE & CODE28,002$12.0M1.43%
28PAYPAL HLDGS INCPYPL167,244$11.9M1.42%
29AXALTA COATING SYS LTDAXTA415,822$10.6M1.26%
30ARAMARKARMK242,183$10.0M1.19%
31BOOZ ALLEN HAMILTON HLDG CORBAH93,375$9.8M1.16%
32ZEBRA TECHNOLOGIES CORPORATIZBRA36,588$9.4M1.12%
33VERTIV HOLDINGS COVRT681,543$9.3M1.11%
34FOMENTO ECONOMICO MEXICANO S344419106117,681$9.2M1.10%
35HOLOGIC INCHOLX120,438$9.0M1.08%
36HALLIBURTON COHAL227,682$9.0M1.07%
37HOWARD HUGHES CORPHHH107,887$8.2M0.98%
38WELLS FARGO CO NEW949746101196,228$8.1M0.97%
39AERCAP HOLDINGS NVAER132,802$7.7M0.92%
40QUALCOMM INCQCOM68,107$7.5M0.89%
41DOLLAR GEN CORP NEW25667710530,330$7.5M0.89%
42LIVANOVA PLCLIVN133,338$7.4M0.88%
43PRICESMART INCPSMT117,712$7.2M0.85%
44CORPORATE OFFICE PPTYS TRCDP270,608$7.0M0.84%
45US BANCORP DELUSB-PS150,615$6.6M0.78%
46NORTHERN TR CORPNTRSO72,975$6.5M0.77%
47NICE LTDNCSYF31,704$6.1M0.73%
48MICROSOFT CORPMSFT25,286$6.1M0.72%
49HAIN CELESTIAL GROUP INCHAIN342,732$5.5M0.66%
50FTI CONSULTING INCFCN28,509$4.5M0.54%
51EXXON MOBIL CORPXOM37,644$4.2M0.50%
52VERIZON COMMUNICATIONS INCVZ93,943$3.7M0.44%
53APPLE INCAAPL26,020$3.4M0.40%
54JOHNSON & JOHNSONJNJ17,819$3.1M0.38%
55CHEVRON CORP NEWCVX16,712$3.0M0.36%
56ALPHABET INCGOOG31,604$2.8M0.33%
57ABBVIE INCABBV16,900$2.7M0.33%
58MASTERCARD INCORPORATEDMA7,272$2.5M0.30%
59MONGODB INCMDB12,600$2.5M0.30%
60PFIZER INCPFE46,923$2.4M0.29%
61UNILEVER PLCUNLYF47,433$2.4M0.29%
62META PLATFORMS INCMETA19,000$2.3M0.27%
63PROCTER AND GAMBLE CO74271810914,953$2.3M0.27%
64ASTRAZENECA PLCAZN33,406$2.3M0.27%
65LINDE PLCLIN6,830$2.2M0.27%
66GXO LOGISTICS INCORPORATEDGXO51,000$2.2M0.26%
67AMERICAN TOWER CORP NEW03027X10010,143$2.1M0.26%
68NIKE INCNKE17,661$2.1M0.25%
69THERMO FISHER SCIENTIFIC INCTMO3,706$2.0M0.24%
70IQVIA HLDGS INCIQV9,850$2.0M0.24%
71PROLOGIS INC.PLDGP17,512$2.0M0.24%
72HOME DEPOT INCHD6,198$2.0M0.23%
73OPENDOOR TECHNOLOGIES INCOPENZ1,685,700$2.0M0.23%
74UNITEDHEALTH GROUP INCUNH3,450$1.8M0.22%
75COCA COLA COKO28,438$1.8M0.22%
76JPMORGAN CHASE & COVYLD13,321$1.8M0.21%
77SOLAREDGE TECHNOLOGIES INCSEDG5,602$1.6M0.19%
78PEPSICO INCPEP8,765$1.6M0.19%
79TAIWAN SEMICONDUCTOR MFG LTD87403910021,225$1.6M0.19%
80STARBUCKS CORPSBUX15,738$1.6M0.19%
81HDFC BANK LTDHDB22,701$1.6M0.19%
82INTUITIVE SURGICAL INCISRG5,800$1.5M0.18%
83ASML HOLDING N VASMLF2,811$1.5M0.18%
84WABTEC92974010814,458$1.4M0.17%
85EAST WEST BANCORP INCEWBC21,649$1.4M0.17%
86MCCORMICK & CO INCMKC-V17,072$1.4M0.17%
87ADOBE SYSTEMS INCORPORATEDADBE4,202$1.4M0.17%
88PALO ALTO NETWORKS INCPANW9,501$1.3M0.16%
89CISCO SYS INCCSCO27,471$1.3M0.16%
90BROADCOM INCAVGO2,317$1.3M0.15%
91EATON CORP PLCETN8,100$1.3M0.15%
92INTUITINTU3,200$1.2M0.15%
93TRANE TECHNOLOGIES PLCTT7,367$1.2M0.15%
94SVB FINANCIAL GROUP78486Q1015,318$1.2M0.15%
95ORMAT TECHNOLOGIES INCORA13,941$1.2M0.14%
96ECOLAB INCECL8,036$1.2M0.14%
97OMNICELL COMOMCL22,938$1.2M0.14%
98GILEAD SCIENCES INCGILD13,132$1.1M0.13%
99INTERNATIONAL BUSINESS MACHSINTR7,856$1.1M0.13%
100MSCI INCMSCI2,346$1.1M0.13%
101UNITED PARCEL SERVICE INCUPS6,151$1.1M0.13%
102HANNON ARMSTRONG SUST INFR C41068X10036,412$1.1M0.13%
103COGNEX CORPCGNX22,000$1.0M0.12%
104INTEL CORPINTC38,456$1.0M0.12%
105WOLFSPEED INCWOLF14,708$1.0M0.12%
106FIRST SOLAR INCFSLR6,754$1.0M0.12%
107CVS HEALTH CORPCVS10,820$1.0M0.12%
108TEXAS INSTRS INC8825081046,083$1.0M0.12%
109MATCH GROUP INC NEWMTCH24,000$995,7600.12%
110BANK AMERICA CORP06050510429,600$980,3520.12%
111SERVICENOW INCNOW2,500$970,6750.12%
112AMERICAN WTR WKS CO INC NEW0304201036,284$957,8080.11%
113AMAZON COM INCAMZN11,300$949,2000.11%
114EOG RES INCEOG7,300$945,4960.11%
115CLOUDFLARE INCNET20,375$921,1540.11%
116ANSYS INC03662Q1053,800$918,0420.11%
117ETSY INCETSY7,608$911,2860.11%
118IPG PHOTONICS CORPIPGP9,415$891,3180.11%
119ABBOTT LABSABLZF8,100$889,2990.11%
120BRIGHT HORIZONS FAM SOL IN D10919410013,956$880,6230.11%
121LILLY ELI & COLLY2,400$878,0160.10%
122CONOCOPHILLIPSCOP7,300$861,4000.10%
123AMGEN INCAMGN3,254$854,6310.10%
124WALMART INCWMT5,952$843,9340.10%
125VISA INCV4,060$843,5060.10%
126SALESFORCE INCCRM6,298$835,0520.10%
127PENUMBRA INCPEN3,680$818,6530.10%
128LEVI STRAUSS & CO NEWLEVI49,660$770,7230.09%
129UNION PAC CORPUNP3,646$754,9770.09%
130MERCADOLIBRE INCMELI855$723,5350.09%
131TARGET CORPTGT4,637$691,0990.08%
132TAKE-TWO INTERACTIVE SOFTWARTTWO6,600$687,2580.08%
133ACCENTURE PLC IRELANDACN2,527$674,3040.08%
134DOW INCDOW13,379$674,1680.08%
135NEXTERA ENERGY INCNEE-PW7,904$660,7740.08%
136SUNRUN INCRUN27,148$652,0950.08%
137CREDICORP LTDBAP4,798$650,8970.08%
138MORGAN STANLEYMS-PQ7,200$612,1440.07%
139COLGATE PALMOLIVE COCL7,500$590,9250.07%
140LOWES COS INC5486611072,962$590,1490.07%
141MONDELEZ INTL INC6092071058,800$586,5200.07%
142CITIGROUP INCC-PR12,949$585,6830.07%
1433M COMMM4,812$577,0550.07%
144HONEYWELL INTL INC4385161062,680$574,3240.07%
145TJX COS INC NEW8725401097,197$572,8810.07%
146LOCKHEED MARTIN CORPLMT1,125$547,3010.07%
147SIMON PPTY GROUP INC NEW8288061094,600$540,4080.06%
148BLACKROCK INCBLK745$527,9290.06%
149ROCKET LAB USA INCRKLB140,000$527,8000.06%
150CROWN CASTLE INCCCI3,825$518,8230.06%
151SOUTHERN COSOMN7,084$505,8680.06%
152CATERPILLAR INCCAT2,100$503,0760.06%
153SCHRODINGER INCSDGR26,900$502,7610.06%
154GOLDMAN SACHS GROUP INCGSCE1,400$480,7320.06%
155KINDER MORGAN INC DELEP-PC26,000$470,0800.06%
156PNC FINL SVCS GROUP INC6934751052,936$463,7120.06%
157PAGSEGURO DIGITAL LTDPAGS53,000$463,2200.06%
158AMERICAN EXPRESS COAXP3,045$449,9000.05%
159CIGNA CORP NEW1255231001,357$449,6280.05%
160WEYERHAEUSER CO MTN BEWY13,700$424,7000.05%
161VALERO ENERGY CORPVLO3,300$418,6380.05%
162WASTE MGMT INC DEL94106L1092,667$418,3990.05%
163COSTCO WHSL CORP NEW22160K105912$416,3280.05%
164LYONDELLBASELL INDUSTRIES NLYB4,900$406,8470.05%
165DOMINION ENERGY INCD6,500$398,5800.05%
166PUBLIC STORAGEPSA-PS1,398$391,7060.05%
167NEWMONT CORPNEMCL8,000$377,6000.05%
168MOBILEYE GLOBAL INCMBLY10,000$350,6000.04%
169AUTOMATIC DATA PROCESSING INADP1,432$342,0480.04%
170AMERICAN ELEC PWR CO INC0255371013,598$341,6300.04%
171BECTON DICKINSON & COBDX1,284$326,5210.04%
172GENERAL MLS INC3703341043,800$318,6300.04%
173SEMPRASREA2,000$309,0800.04%
174ANALOG DEVICES INCADI1,859$304,9320.04%
175KIMBERLY-CLARK CORPKMB2,200$298,6500.04%
176OUTSET MED INCOM11,536$297,8600.04%
177GENERAL DYNAMICS CORPGD1,200$297,7320.04%
178BANK NEW YORK MELLON CORP0640581006,228$283,4980.03%
179APPLIED MATLS INC0382221052,911$283,4730.03%
180INTERCONTINENTAL EXCHANGE IN45866F1042,760$283,1480.03%
181ILLINOIS TOOL WKS INC4523081091,283$282,6450.03%
182METLIFE INCMET-PF3,855$278,9860.03%
183EMERSON ELEC COEMR2,900$278,5740.03%
184AMCOR PLCAMCCF23,254$276,9550.03%
185PROGRESSIVE CORP7433151032,100$272,3910.03%
186ARCHER DANIELS MIDLAND COADM2,931$272,1430.03%
187PRUDENTIAL FINL INCPUKPF2,600$258,5960.03%
188AIRBNB INCABNB3,000$256,5000.03%
189COTERRA ENERGY INCCTRA10,400$255,5280.03%
190FREEPORT-MCMORAN INCFCX6,700$254,6000.03%
191NORTHROP GRUMMAN CORPNOC461$251,5260.03%
192NORFOLK SOUTHN CORP655844108996$245,4340.03%
193AECOMACM2,792$237,1240.03%
194STRYKER CORPORATIONSYK958$234,2210.03%
195NUCOR CORPNUE1,775$233,9630.03%
196ONEOK INC NEWOKE3,500$229,9500.03%
197FEDEX CORPFDX1,300$225,1600.03%
198XCEL ENERGY INCXELLL3,200$224,3520.03%
199EXTRA SPACE STORAGE INCEXR1,500$220,7700.03%
200CME GROUP INCCME1,300$218,6080.03%
201CHUBB LIMITEDCB990$218,3940.03%
202PIONEER NAT RES CO723787107949$216,7420.03%
203AXON ENTERPRISE INCAXON1,300$215,7090.03%
204CONSOLIDATED EDISON INCED2,200$209,6820.03%
205REALTY INCOME CORPO3,300$209,3190.02%
206HERSHEY COHSY900$208,4130.02%
207ICON PLCICLR1,068$207,4600.02%
208WEWORK INC96209A10478,000$111,5400.01%
209AKILI INC00974B10777,237$86,5050.01%
210ITAU UNIBANCO HLDG S A46556210617,322$81,5870.01%
211MAWSON INFRASTRUCTURE GROUPMIGI290,885$66,9040.01%