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 May 2024*
| 1m | 3m | 6m | 1y | 3y p.a. | 5y p.a. | 7y p.a. | Inception p.a. (15 November 2016) |
|
|---|---|---|---|---|---|---|---|---|
| Fund (Net) 3 | +3.68% | +3.16% | +21.83% | +39.10% | +15.18% | +21.13% | +18.51% | +20.79% |
| Index 4 | +1.65% | +1.49% | +13.49% | +20.28% | +10.61% | +12.64% | +11.53% | +12.93% |
| Value Added (Net) 5 | +2.04% | +1.67% | +8.34% | +18.82% | +4.57% | +8.49% | +6.98% | +7.85% |
*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 May 2024*
| 1m | 3m | 6m | 1y | 3y p.a. | 5y p.a. | 7y p.a. | Inception p.a. (15 November 2016) |
|
|---|---|---|---|---|---|---|---|---|
| Fund (Net) 3 | +5.76% | +4.50% | +21.48% | +37.58% | - | - | - | +27.33% |
| Index 4 | +3.62% | +4.02% | +14.45% | +22.69% | - | - | - | +16.00% |
| Value Added (Net) 5 | +2.14% | +0.47% | +7.04% | +14.89% | - | - | - | +11.33% |
*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 May 2024*
| 1m | 3m | 6m | 1y | 3y p.a. | 5y p.a. | Inception p.a. (15 November 2016) | |
|---|---|---|---|---|---|---|---|
| Orca Global Disruption Fund | +4.5% | +3.0% | +26.6% | +36.7% | +6.2% | +14.2% | +15.2% |
| MSCI AC World Index (Net,AUD) | +1.6% | +1.6% | +13.6% | +20.4% | +10.7% | +12.7% | +12.4% |
| Excess Return | +2.9% | +1.4% | +13.0% | +16.3% | -4.5% | +1.6% | +2.8% |
*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.
Fund Unit Prices & Distribution Summary
Historical Unit Prices
Distribution Summary
Historical Unit Prices
Distribution Summary
Historical Unit Prices
Distribution Summary
Thematic Exposure as at 31 March 2024
(Click here to expend associated holdings)
- Digitisation & Megadata 35%
- Online Advertising 16%
- 5G 11%
- Streaming 10%
- Connected World 9%
- Platforms, Networks & eCommerce 6%
- Electrification & Decarbonisation 5%
- Cybersecurity 4%
- Genetics, Health and Life Sciences 1%
Holdings:
Holdings:
Holdings:
Holdings:
Holdings:
Holdings:
Monthly Stock Holding Report as at 30 April 2024
Weight Alphabetical
Ticker: QCOM
Weight: 10.91%
Qualcomm
Primary Investment Driver
Massive increase in speed and throughput
enabling new digital services across all
industries.
Qualcomm Incorporated 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)
Market Capitalisation (USDm)
Date of Initial Investment
Ticker: NFLX
Weight: 9.70%
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)
Market Capitalisation (USDm)
Date of Initial Investment
Ticker: AMZN
Weight: 8.40%
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)
Market Capitalisation (USDm)
Date of Initial Investment
Ticker: MSFT
Weight: 8.03%
Microsoft
Primary Investment Driver
One of the major cloud players as well as a provider of digital solutions to enterprises
Qualcomm Incorporated 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)
Market Capitalisation (USDm)
Date of Initial Investment
Ticker: GOOGL
Weight: 7.87%
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)
Market Capitalisation (USDm)
Date of Initial Investment
Ticker: NVDA
Weight: 5.06%
NIVIDIA
Primary Investment Driver
Hardware originally developed for gaming, now a key player in machine learning
NVIDIA Corporation designs, develops, and markets three dimensional (3D) graphics processors and related software. The Company offers products that provides interactive 3D graphics to the mainstream personal computer market.
Loftus Peak Thematic(s)
Market Capitalisation (USDm)
Date of Initial Investment
Ticker: 2330
Weight: 4.90%
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)
Market Capitalisation (USDm)
Date of Initial Investment
Ticker: AMD
Weight: 4.59%
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)
Market Capitalisation (USDm)
Date of Initial Investment
Ticker: ROKU
Weight: 4.00%
Roku
Primary Investment Driver
Disrupting traditional TV delivery mechanisms (cable TV, free-
to-air) with more efficient ad mechanisms
Roku, Inc. 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)
Market Capitalisation (USDm)
Date of Initial Investment
Ticker: DE
Weight: 3.22%
Deere & Co
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)
Market Capitalisation (USDm)
Date of Initial Investment
Ticker: WMT
Weight: 3.09%
Walmart
Primary Investment Driver
Emerging ecosystem value
Walmart Inc. operates discount stores, supercenters, and
neighborhood markets. The Company offers merchandise such
as apparel, house wares, small appliances, electronics, musical
instruments, books, home improvement, shoes, jewelry, toddler,
games, household essentials, pets, pharmaceutical products,
party supplies, and automotive tools. Walmart serves customers
worldwide.
Loftus Peak Thematic(s)
Market Capitalisation (USDm)
Date of Initial Investment
Ticker: ON
Weight: 2.58%
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)
Market Capitalisation (USDm)
Date of Initial Investment
Ticker: AAPL
Weight: 2.54%
Apple
Primary Investment Driver
The phone virtualised many functions originally performed by
other pieces of hardware (including cameras, maps) but is now
moving into other verticals, such as video content, financial
services and healthcare
Apple Inc. designs, manufactures, and markets smartphones,
personal computers, tablets, wearables and accessories, and
sells a variety of related accessories. The Company also offers
payment, digital content, cloud and advertising services. Apple
Inc.'s customers are primarily in consumer, small & mid-sized
business, education, enterprise and government markets
worldwide.
Loftus Peak Thematic(s)
Market Capitalisation (USDm)
Date of Initial Investment
Ticker: IOT
Weight: 2.08%
Samsara
Primary Investment Driver
Industrial IoT platform to connect physical assets
Samsara Inc. develops hardware-software platform. The
Company offers GPS fleet tracking, dash cam, reefer
monitoring, and wifi hotspot services. Samsara serves
customers worldwide.
Loftus Peak Thematic(s)
Market Capitalisation (USDm)
Date of Initial Investment
Ticker: PANW
Weight: 2.04%
Palo Alto Networks
Primary Investment Driver
As the world and the devices within it become more connected, endpoint security will become more crucial
Palo Alto Networks, Inc. provides network security solutions. The Company offers firewalls that identify and control
applications, scan content to stop threats, prevent data leakage, integrated application, user, and content visibility. Palo Alto Networks serves customers worldwide.
Loftus Peak Thematic(s)
Market Capitalisation (USDm)
Date of Initial Investment
Ticker: CRWD
Weight: 1.95%
Crowdstrike Holdings
Primary Investment Driver
As the world and the devices within it become more connected, endpoint security will become more crucial
CrowdStrike Holdings, Inc. provides cybersecurity products and services to stop breaches. The Company offers cloud-delivered protection across endpoints, cloud workloads, identity and data, and leading threat intelligence, managed security services, IT operations management, threat hunting, Zero Trust identity protection, and log management. CrowdStrike serves customers worldwide.
Loftus Peak Thematic(s)
Market Capitalisation (USDm)
Date of Initial Investment
Ticker: INDI
Weight: 1.81%
Indie Semiconductor
Primary Investment Driver
Growth and demand of automotive semiconductors
indie Semiconductor, Inc. empowers an autotech revolution with next generation automotive semiconductors and software platforms. The Company focuses on edge sensors for advanced driver assistance systems including lidar, connected car, user experience, and electrification applications. indie Semiconductor serves customers worldwide.
Loftus Peak Thematic(s)
Market Capitalisation (USDm)
Date of Initial Investment
Ticker: ANET
Weight: 1.80%
Arista Networks
Primary Investment Driver
The growing requirement for connectivity at scale will drive demand for cloud computing infrastructure, supporting better services worldwide.
Arista Networks Inc. provides cloud networking solutions for data-centers and computer environments. The Company offers ethernet switches, pass-through cards, transceivers, and enhanced operating systems. Arista Networks also provides host adapter solutions and networking services. Arista Networks markets its products worldwide.
Loftus Peak Thematic(s)
Market Capitalisation (USDm)
Date of Initial Investment
Ticker: WOLF
Weight: 1.74%
Wolfspeed
Primary Investment Driver
Alternative energy source away from fossil fuels as the world focuses on decarbonisation
Wolfspeed, Inc. develops and manufactures semiconductor products. The Company offers silicon carbide and GaN solutions for both high power and RF applications. Wolfspeed serves customers worldwide.
Loftus Peak Thematic(s)
Market Capitalisation (USDm)
Date of Initial Investment
Ticker: VOW3
Weight: 1.70%
Volkswagen
Primary Investment Driver
Restructuring automobiles
Volkswagen AG manufactures and sells vehicles. The Company offers economy and luxury automobiles, sports cars, trucks, and commercial vehicles. Volkswagen serves customers worldwide.
Loftus Peak Thematic(s)
Market Capitalisation (USDm)
Date of Initial Investment
Ticker: IFX
Weight: 1.69%
Infineon Technologies
Primary Investment Driver
Growth and demand of analog semiconductors
Infineon Technologies AG designs, manufactures, and markets semiconductors. The Company offers products include power semiconductors, microcontrollers, security controllers, radio frequency products, and sensors. Infineon markets its products to the automotive, industrial, communications, and consumer and security electronics sectors.
Loftus Peak Thematic(s)
Market Capitalisation (USDm)
Date of Initial Investment
Ticker: HALO
Weight: 1.62%
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)
Market Capitalisation (USDm)
Date of Initial Investment
Ticker: MRVL
Weight: 1.55%
Marvell Technology
Primary Investment Driver
There are a growing number of workloads in the cloud requiring non-x86 processing (currently the dominant architecture). Marvell will be a beneficiary of this growing demand for workloads.
Marvell Technology, Inc. develops and produces semiconductors and related technology. The Company offers security and networking platform, secure data processing, networking, and storage solutions. Marvell Technology serves customers worldwide.
Loftus Peak Thematic(s)
Market Capitalisation (USDm)
Date of Initial Investment
Ticker: 8053
Weight: 1.52%
Tokyo Electron
Primary Investment Driver
As the world becomes more digitised, it will require more processing power. Tokyo Electron provides the tools to create semiconductors, which enable the cloud
As the world becomes more digitised, it will require more processing power. Tokyo Electron provides the tools to create semiconductors, which enable the cloud
Loftus Peak Thematic(s)
Market Capitalisation (USDm)
Date of Initial Investment
Ticker: 000660
Weight: 0.98%
SK Hynix
Primary Investment Driver
Exposure to memory semiconductors including NAND, DRAM and SSD
SK hynix Inc. provides products and services for the electronic components industries. The Company manufactures
semiconductors such as dynamic random access memory (DRAM), NAND flash memory, and static random access memory (SRAM) chips.
Loftus Peak Thematic(s)
Market Capitalisation (USDm)
Date of Initial Investment
Ticker: 1211
Weight: 0.98%
BYD Co
Primary Investment Driver
Alternative energy source away from fossil fuels as the world focuses on decarbonisation
BYD Company Limited manufactures automotive products. The Company produces ordinary passenger cars, commercial
vehicles, and other products. BYD also operates battery making, rail transportation construction, and other businesses.
Loftus Peak Thematic(s)
Market Capitalisation (USDm)
Date of Initial Investment
Ticker: MU
Weight: 0.94%
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)
Market Capitalisation (USDm)
Date of Initial Investment
Ticker: AMD
Weight: 4.59%
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)
Market Capitalisation (USDm)
Date of Initial Investment
Ticker: GOOGL
Weight: 7.87%
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)
Market Capitalisation (USDm)
Date of Initial Investment
Ticker: AMZN
Weight: 8.40%
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)
Market Capitalisation (USDm)
Date of Initial Investment
Ticker: AAPL
Weight: 2.54%
Apple
Primary Investment Driver
The phone virtualised many functions originally performed by
other pieces of hardware (including cameras, maps) but is now
moving into other verticals, such as video content, financial
services and healthcare
Apple Inc. designs, manufactures, and markets smartphones,
personal computers, tablets, wearables and accessories, and
sells a variety of related accessories. The Company also offers
payment, digital content, cloud and advertising services. Apple
Inc.'s customers are primarily in consumer, small & mid-sized
business, education, enterprise and government markets
worldwide.
Loftus Peak Thematic(s)
Market Capitalisation (USDm)
Date of Initial Investment
Ticker: ANET
Weight: 1.80%
Arista Networks
Primary Investment Driver
The growing requirement for connectivity at scale will drive demand for cloud computing infrastructure, supporting better services worldwide.
Arista Networks Inc. provides cloud networking solutions for data-centers and computer environments. The Company offers ethernet switches, pass-through cards, transceivers, and enhanced operating systems. Arista Networks also provides host adapter solutions and networking services. Arista Networks markets its products worldwide.
Loftus Peak Thematic(s)
Market Capitalisation (USDm)
Date of Initial Investment
Ticker: 1211
Weight: 0.98%
BYD Co
Primary Investment Driver
Alternative energy source away from fossil fuels as the world focuses on decarbonisation
BYD Company Limited manufactures automotive products. The Company produces ordinary passenger cars, commercial
vehicles, and other products. BYD also operates battery making, rail transportation construction, and other businesses.
Loftus Peak Thematic(s)
Market Capitalisation (USDm)
Date of Initial Investment
Ticker: CRWD
Weight: 1.95%
Crowdstrike Holdings
Primary Investment Driver
As the world and the devices within it become more connected, endpoint security will become more crucial
CrowdStrike Holdings, Inc. provides cybersecurity products and services to stop breaches. The Company offers cloud-delivered protection across endpoints, cloud workloads, identity and data, and leading threat intelligence, managed security services, IT operations management, threat hunting, Zero Trust identity protection, and log management. CrowdStrike serves customers worldwide.
Loftus Peak Thematic(s)
Market Capitalisation (USDm)
Date of Initial Investment
Ticker: DE
Weight: 3.22%
Deere & Co
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)
Market Capitalisation (USDm)
Date of Initial Investment
Ticker: HALO
Weight: 1.62%
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)
Market Capitalisation (USDm)
Date of Initial Investment
Ticker: INDI
Weight: 1.81%
Indie Semiconductor
Primary Investment Driver
Growth and demand of automotive semiconductors
indie Semiconductor, Inc. empowers an autotech revolution with next generation automotive semiconductors and software platforms. The Company focuses on edge sensors for advanced driver assistance systems including lidar, connected car, user experience, and electrification applications. indie Semiconductor serves customers worldwide.
Loftus Peak Thematic(s)
Market Capitalisation (USDm)
Date of Initial Investment
Ticker: IFX
Weight: 1.69%
Infineon Technologies
Primary Investment Driver
Growth and demand of analog semiconductors
Infineon Technologies AG designs, manufactures, and markets semiconductors. The Company offers products include power semiconductors, microcontrollers, security controllers, radio frequency products, and sensors. Infineon markets its products to the automotive, industrial, communications, and consumer and security electronics sectors.
Loftus Peak Thematic(s)
Market Capitalisation (USDm)
Date of Initial Investment
Ticker: MRVL
Weight: 1.55%
Marvell Technology
Primary Investment Driver
There are a growing number of workloads in the cloud requiring non-x86 processing (currently the dominant architecture). Marvell will be a beneficiary of this growing demand for workloads.
Marvell Technology, Inc. develops and produces semiconductors and related technology. The Company offers security and networking platform, secure data processing, networking, and storage solutions. Marvell Technology serves customers worldwide.
Loftus Peak Thematic(s)
Market Capitalisation (USDm)
Date of Initial Investment
Ticker: MU
Weight: 0.94%
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)
Market Capitalisation (USDm)
Date of Initial Investment
Ticker: MSFT
Weight: 8.03%
Microsoft
Primary Investment Driver
One of the major cloud players as well as a provider of digital solutions to enterprises
Qualcomm Incorporated 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)
Market Capitalisation (USDm)
Date of Initial Investment
Ticker: NFLX
Weight: 9.70%
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)
Market Capitalisation (USDm)
Date of Initial Investment
Ticker: NVDA
Weight: 5.06%
NIVIDIA
Primary Investment Driver
Hardware originally developed for gaming, now a key player in machine learning
NVIDIA Corporation designs, develops, and markets three dimensional (3D) graphics processors and related software. The Company offers products that provides interactive 3D graphics to the mainstream personal computer market.
Loftus Peak Thematic(s)
Market Capitalisation (USDm)
Date of Initial Investment
Ticker: ON
Weight: 2.58%
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)
Market Capitalisation (USDm)
Date of Initial Investment
Ticker: PANW
Weight: 2.04%
Palo Alto Networks
Primary Investment Driver
As the world and the devices within it become more connected, endpoint security will become more crucial
Palo Alto Networks, Inc. provides network security solutions. The Company offers firewalls that identify and control
applications, scan content to stop threats, prevent data leakage, integrated application, user, and content visibility. Palo Alto Networks serves customers worldwide.
Loftus Peak Thematic(s)
Market Capitalisation (USDm)
Date of Initial Investment
Ticker: QCOM
Weight: 10.91%
Qualcomm
Primary Investment Driver
Massive increase in speed and throughput
enabling new digital services across all
industries.
Qualcomm Incorporated 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)
Market Capitalisation (USDm)
Date of Initial Investment
Ticker: ROKU
Weight: 4.00%
Roku
Primary Investment Driver
Disrupting traditional TV delivery mechanisms (cable TV, free-
to-air) with more efficient ad mechanisms
Roku, Inc. 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)
Market Capitalisation (USDm)
Date of Initial Investment
Ticker: IOT
Weight: 2.08%
Samsara
Primary Investment Driver
Industrial IoT platform to connect physical assets
Samsara Inc. develops hardware-software platform. The
Company offers GPS fleet tracking, dash cam, reefer
monitoring, and wifi hotspot services. Samsara serves
customers worldwide.
Loftus Peak Thematic(s)
Market Capitalisation (USDm)
Date of Initial Investment
Ticker: 000660
Weight: 0.98%
SK Hynix
Primary Investment Driver
Exposure to memory semiconductors including NAND, DRAM and SSD
SK hynix Inc. provides products and services for the electronic components industries. The Company manufactures
semiconductors such as dynamic random access memory (DRAM), NAND flash memory, and static random access memory (SRAM) chips.
Loftus Peak Thematic(s)
Market Capitalisation (USDm)
Date of Initial Investment
Ticker: 2330
Weight: 4.90%
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)
Market Capitalisation (USDm)
Date of Initial Investment
Ticker: 8053
Weight: 1.52%
Tokyo Electron
Primary Investment Driver
As the world becomes more digitised, it will require more processing power. Tokyo Electron provides the tools to create semiconductors, which enable the cloud
As the world becomes more digitised, it will require more processing power. Tokyo Electron provides the tools to create semiconductors, which enable the cloud
Loftus Peak Thematic(s)
Market Capitalisation (USDm)
Date of Initial Investment
Ticker: VOW3
Weight: 1.70%
Volkswagen
Primary Investment Driver
Restructuring automobiles
Volkswagen AG manufactures and sells vehicles. The Company offers economy and luxury automobiles, sports cars, trucks, and commercial vehicles. Volkswagen serves customers worldwide.
Loftus Peak Thematic(s)
Market Capitalisation (USDm)
Date of Initial Investment
Ticker: WMT
Weight: 3.09%
Walmart
Primary Investment Driver
Emerging ecosystem value
Walmart Inc. operates discount stores, supercenters, and
neighborhood markets. The Company offers merchandise such
as apparel, house wares, small appliances, electronics, musical
instruments, books, home improvement, shoes, jewelry, toddler,
games, household essentials, pets, pharmaceutical products,
party supplies, and automotive tools. Walmart serves customers
worldwide.
Loftus Peak Thematic(s)
Market Capitalisation (USDm)
Date of Initial Investment
Ticker: WOLF
Weight: 1.74%
Wolfspeed
Primary Investment Driver
Alternative energy source away from fossil fuels as the world focuses on decarbonisation
Wolfspeed, Inc. develops and manufactures semiconductor products. The Company offers silicon carbide and GaN solutions for both high power and RF applications. Wolfspeed serves customers worldwide.
Loftus Peak Thematic(s)
Market Capitalisation (USDm)
Date of Initial Investment
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
Fund Research Ratings:
Information and Forms Library:
Loftus Peak Global Disruption Fund
Loftus Peak Global Disruption Fund (Hedged)
Orca Global Disruption Fund
Contact Us
Distribution Team
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.
Pierre Kraft
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.
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.