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 30 November 2024*
| 1m | 3m | 6m | 1y | 3y p.a. | 5y p.a. | 7y p.a. | Inception p.a. (15 November 2016) | |
|---|---|---|---|---|---|---|---|---|
| Fund (Net) 3 | +3.93% | +9.44% | +14.34% | +39.30% | +13.62% | +20.45% | +19.08% | +21.38% |
| Index 4 | +4.46% | +7.52% | +12.54% | +27.72% | +10.78% | +12.17% | +12.18% | +13.74% |
| Value Added (Net) 5 | -0.52% | +1.92% | +1.80% | +11.58% | +2.84% | +8.28% | +6.91% | +7.64% |
*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 30 November 2024*
| 1m | 3m | 6m | 1y | 3y p.a. | 5y p.a. | 7y p.a. | Inception p.a. (15 November 2016) |
|
|---|---|---|---|---|---|---|---|---|
| Fund (Net) 3 | +3.30% | +5.09% | +11.68% | +35.67% | - | - | - | +26.79% |
| Index 4 | +4.11% | +4.80% | +10.37% | +26.31% | - | - | - | +17.18% |
| Value Added (Net) 5 | -0.82% | +0.29% | +1.31% | +9.36% | - | - | - | +9.61% |
*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 30 November 2024*
| 1m | 3m | 6m | 1y | 3y p.a. | 5y p.a. | 7y p.a. | Inception p.a. (25 July 2017) | |
|---|---|---|---|---|---|---|---|---|
| Orca Global Disruption Fund | +4.2% | +10.0% | +15.0% | +45.6% | +5.0% | +14.4% | +14.9% | +16.2% |
| MSCI ACWI Index (Net, AUD) | +4.3% | +8.1% | +12.8% | +28.2% | +10.9% | +12.3% | +12.2% | +13.3% |
| Excess Return | -0.1% | +1.9% | +2.1% | +17.4% | -5.9% | +2.1% | +2.7% | +2.9% |
*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 30 November 2024
(Click below to explore associated holdings)
- Digitisation & Megadata 33%
- 5G 12%
- Platforms, Networks & eCommerce 12%
- Connected World 11%
- Online Advertising 9%
- Streaming 9%
- Cash Exposure 6%
- Electrification & Decarbonisation 4%
- Genetics, Health and Life Sciences 4%
Holdings:
Holdings:
Holdings:
Monthly Stock Holding Report as at 31 October 2024
Weight Alphabetical
Ticker: QCOM
Weight: 11.11%
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)
Market Capitalisation (USDm)
Date of Initial Investment
Ticker: 2330
Weight: 9.86%
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: NFLX
Weight: 6.32%
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: 5.75%
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: GOOGL
Weight: 5.05%
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: META
Weight: 4.41%
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)
Market Capitalisation (USDm)
Date of Initial Investment
Ticker: ON
Weight: 3.97%
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: MSFT
Weight: 3.74%
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)
Market Capitalisation (USDm)
Date of Initial Investment
Ticker: AMD
Weight: 3.36%
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: CRM
Weight: 3.21%
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)
Market Capitalisation (USDm)
Date of Initial Investment
Ticker: NTNX
Weight: 2.71%
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)
Market Capitalisation (USDm)
Date of Initial Investment
Ticker: ROKU
Weight: 2.67%
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)
Market Capitalisation (USDm)
Date of Initial Investment
Ticker: GTLB
Weight: 2.67%
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)
Market Capitalisation (USDm)
Date of Initial Investment
Ticker: DDOG
Weight: 2.67%
Datadog
Primary Investment Driver
Disruptive cloud-based platform enabling the monitoring and analytics of IT infrastructure.
Datadog is a cloud-based monitoring and analytics platform for IT infrastructure, applications, and security. It enables organizations to track and optimize performance, detect issues, and enhance security across complex, cloud-based systems with real-time insights.
Loftus Peak Thematic(s)
Market Capitalisation (USDm)
Date of Initial Investment
Ticker: ADYEN
Weight: 2.53%
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)
Market Capitalisation (USDm)
Date of Initial Investment
Ticker: LLY
Weight: 2.52%
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)
Market Capitalisation (USDm)
Date of Initial Investment
Ticker: UBER
Weight: 2.36%
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)
Market Capitalisation (USDm)
Date of Initial Investment
Ticker: NXPI
Weight: 2.31%
NXP Semiconductors
Primary Investment Driver
Enabling disruption through leading semiconductor solutions in the automotive and IOT segments.
NXP Semiconductors is a global leader in high-performance mixed-signal solutions, focusing on automotive, IoT, and industrial applications. Key products include microcontrollers, connectivity solutions, and secure identification technologies.
Loftus Peak Thematic(s)
Market Capitalisation (USDm)
Date of Initial Investment
Ticker: CART
Weight: 2.14%
Instacart
Primary Investment Driver
Disruption of traditional grocery shopping.
Instacart is a leading online grocery delivery platform connecting consumers with retailers for same-day delivery and pickup services. It leverages data-driven logistics and partnerships with grocers to enhance convenience and streamline grocery shopping.
Loftus Peak Thematic(s)
Market Capitalisation (USDm)
Date of Initial Investment
Ticker: GFS
Weight: 2.12%
GlobalFoundries
Primary Investment Driver
Enabling disruption through innovative through the manufacture of advanced semiconductors.
GlobalFoundries is a leading semiconductor manufacturer specializing in feature-rich, low-power chips used in automotive, IoT, mobile, and data center applications. It focuses on delivering innovative, customized solutions for clients in a diverse range of industries.
Loftus Peak Thematic(s)
Market Capitalisation (USDm)
Date of Initial Investment
Ticker: SPOT
Weight: 2.08%
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)
Market Capitalisation (USDm)
Date of Initial Investment
Ticker: 2454
Weight: 2.04%
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)
Market Capitalisation (USDm)
Date of Initial Investment
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)
Market Capitalisation (USDm)
Date of Initial Investment
Ticker: HALO
Weight: 2.00%
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: AVGO
Weight: 1.94%
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)
Market Capitalisation (USDm)
Date of Initial Investment
Ticker: MELI
Weight: 1.84%
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)
Market Capitalisation (USDm)
Date of Initial Investment
Ticker: 8035
Weight: 1.74%
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)
Market Capitalisation (USDm)
Date of Initial Investment
Ticker: 000660
Weight: 1.48%
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)
Market Capitalisation (USDm)
Date of Initial Investment
Ticker: MU
Weight: 1.43%
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: 6857
Weight: 1.14%
Advantest
Primary Investment Driver
Enabling disruption by testing of high performance disruptive semiconductor chips.
Advantest is a leading provider of semiconductor test equipment, serving manufacturers of memory, logic, and system-on-chip (SoC) devices. Its advanced testing solutions are essential for quality assurance in high-performance chips for smartphones, data centers, and automotive applications.
Loftus Peak Thematic(s)
Market Capitalisation (USDm)
Date of Initial Investment
Ticker: AMD
Weight: 3.36%
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: 6857
Weight: 1.14%
Advantest
Primary Investment Driver
Enabling disruption by testing of high performance disruptive semiconductor chips.
Advantest is a leading provider of semiconductor test equipment, serving manufacturers of memory, logic, and system-on-chip (SoC) devices. Its advanced testing solutions are essential for quality assurance in high-performance chips for smartphones, data centers, and automotive applications.
Loftus Peak Thematic(s)
Market Capitalisation (USDm)
Date of Initial Investment
Ticker: ADYEN
Weight: 2.53%
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)
Market Capitalisation (USDm)
Date of Initial Investment
Ticker: GOOGL
Weight: 5.05%
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: 5.75%
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: AVGO
Weight: 1.94%
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)
Market Capitalisation (USDm)
Date of Initial Investment
Ticker: DDOG
Weight: 2.67%
Datadog
Primary Investment Driver
Disruptive cloud-based platform enabling the monitoring and analytics of IT infrastructure.
Datadog is a cloud-based monitoring and analytics platform for IT infrastructure, applications, and security. It enables organizations to track and optimize performance, detect issues, and enhance security across complex, cloud-based systems with real-time insights.
Loftus Peak Thematic(s)
Market Capitalisation (USDm)
Date of Initial Investment
Ticker: LLY
Weight: 2.52%
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)
Market Capitalisation (USDm)
Date of Initial Investment
Ticker: GTLB
Weight: 2.67%
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)
Market Capitalisation (USDm)
Date of Initial Investment
Ticker: GFS
Weight: 2.12%
GlobalFoundries
Primary Investment Driver
Enabling disruption through innovative through the manufacture of advanced semiconductors.
GlobalFoundries is a leading semiconductor manufacturer specializing in feature-rich, low-power chips used in automotive, IoT, mobile, and data center applications. It focuses on delivering innovative, customized solutions for clients in a diverse range of industries.
Loftus Peak Thematic(s)
Market Capitalisation (USDm)
Date of Initial Investment
Ticker: HALO
Weight: 2.00%
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: CART
Weight: 2.14%
Instacart
Primary Investment Driver
Disruption of traditional grocery shopping.
Instacart is a leading online grocery delivery platform connecting consumers with retailers for same-day delivery and pickup services. It leverages data-driven logistics and partnerships with grocers to enhance convenience and streamline grocery shopping.
Loftus Peak Thematic(s)
Market Capitalisation (USDm)
Date of Initial Investment
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)
Market Capitalisation (USDm)
Date of Initial Investment
Ticker: 2454
Weight: 2.04%
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)
Market Capitalisation (USDm)
Date of Initial Investment
Ticker: MELI
Weight: 1.84%
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)
Market Capitalisation (USDm)
Date of Initial Investment
Ticker: META
Weight: 4.41%
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)
Market Capitalisation (USDm)
Date of Initial Investment
Ticker: MU
Weight: 1.43%
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: 3.74%
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)
Market Capitalisation (USDm)
Date of Initial Investment
Ticker: NFLX
Weight: 6.32%
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: NTNX
Weight: 2.71%
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)
Market Capitalisation (USDm)
Date of Initial Investment
Ticker: NXPI
Weight: 2.31%
NXP Semiconductors
Primary Investment Driver
Enabling disruption through leading semiconductor solutions in the automotive and IOT segments.
NXP Semiconductors is a global leader in high-performance mixed-signal solutions, focusing on automotive, IoT, and industrial applications. Key products include microcontrollers, connectivity solutions, and secure identification technologies.
Loftus Peak Thematic(s)
Market Capitalisation (USDm)
Date of Initial Investment
Ticker: ON
Weight: 3.97%
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: QCOM
Weight: 11.11%
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)
Market Capitalisation (USDm)
Date of Initial Investment
Ticker: ROKU
Weight: 2.67%
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)
Market Capitalisation (USDm)
Date of Initial Investment
Ticker: CRM
Weight: 3.21%
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)
Market Capitalisation (USDm)
Date of Initial Investment
Ticker: 000660
Weight: 1.48%
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)
Market Capitalisation (USDm)
Date of Initial Investment
Ticker: SPOT
Weight: 2.08%
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)
Market Capitalisation (USDm)
Date of Initial Investment
Ticker: 2330
Weight: 9.86%
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: 8035
Weight: 1.74%
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)
Market Capitalisation (USDm)
Date of Initial Investment
Ticker: UBER
Weight: 2.36%
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)
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.