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Macquarie Group Limited
Shemara Wikramanayake · Asset Manager · Multi-Strategy
Macquarie Group Limited is a global financial services group headquartered in Sydney, Australia. Established in 1969 as Hill Samuel Australia, the firm has evolved into a diversified international entity operating in 34 markets. It provides comprehensive services including asset management, retail and business banking, wealth management, and advisory, risk, and capital solutions across debt, equity, and commodities. Macquarie is particularly distinguished as the world's largest infrastructure asset manager and a global leader in the energy and commodities sectors. The group operates through several key segments: Macquarie Asset Management, Banking and Financial Services, Commodities and Global Markets, and Macquarie Capital, all focused on identifying unmet needs and delivering long-term value for clients and communities through specialist expertise and a disciplined, entrepreneurial approach.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +24.0% |
| YTD return | +16.7% |
| Sharpe ratio | 3.63 |
| Win rate | 54% |
| AUM | $7.8B |
| Inception | Oct 1, 2025 |
| Updated | Sep 18, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $7.8B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://www.macquarie.com |
Current Holdings
Updated on Sep 18, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| NVDA | NVIDIA Corporation | 16.3% | +13.8% |
| AAPL | Apple Inc | 11.9% | +28.8% |
| GOOGL | Alphabet Inc Class A | 10.5% | +39.8% |
| MSFT | Microsoft Corporation | 10.1% | -3.4% |
| AVGO | Broadcom Inc | 7.3% | -6.2% |
| AMZN | Amazon.com Inc | 5.8% | +8.7% |
| XOM | Exxon Mobil Corp | 4.1% | +9.6% |
| BP | BP PLC ADR | 4.0% | +15.0% |
| CSCO | Cisco Systems Inc | 4.0% | -8.6% |
| MU | Micron Technology Inc | 3.5% | +139.6% |
| PM | Philip Morris International Inc | 2.9% | +5.3% |
| LLY | Eli Lilly and Company | 2.7% | -1.8% |
| LRCX | Lam Research Corp | 2.6% | -7.6% |
| LYG | Lloyds Banking Group PLC ADR | 2.4% | +4.5% |
| APH | Amphenol Corporation | 2.2% | -1.7% |
| AMD | Advanced Micro Devices Inc | 2.1% | +20.0% |
| C | Citigroup Inc | 2.1% | +4.3% |
| MRK | Merck & Company Inc | 2.1% | -3.2% |
| META | Meta Platforms Inc. | 1.8% | +7.9% |
| BRK-A | Berkshire Hathaway Inc | 1.7% | -0.3% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Sep 14, 2026 | BUY | AMD | 2.0% → 2.1% |
| Sep 14, 2026 | BUY | BRK-A | 0.0% → 1.7% |
| Sep 14, 2026 | SELL | BMY | 1.7% → 0.0% |
| Sep 14, 2026 | SELL | MRK | 2.1% → 2.1% |
| Sep 14, 2026 | BUY | NVDA | 17.0% → 16.3% |
Investment Style Analysis
Macquarie Group Limited is widely recognized for employing a Multi-Strategy strategy. As of Sep 18, 2026, the firm oversees approximately $7.8B in assets under management (AUM). The portfolio demonstrates a clear preference for the Semiconductors and Internet Content & Information sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Sep 14, Macquarie Group Limited made a significant move by increasing exposure to AMD. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
Macquarie's investment philosophy is rooted in a disciplined, opportunity-driven approach aimed at delivering sustainable long-term returns. The firm focuses on specialized sectors where it possesses deep technical expertise, most notably in infrastructure, green energy, and real assets. Their strategy emphasizes active management to drive operational improvements and risk mitigation. By empowering entrepreneurial teams within a robust risk management framework, Macquarie identifies structural growth opportunities and aligns its interests with those of its clients and stakeholders. They integrate environmental, social, and governance factors as core components of their due diligence and value creation processes, ensuring that their investments contribute positively to society while meeting financial objectives.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with Macquarie Group Limited.
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Frequently asked questions
How is the simulated portfolio for Macquarie Group Limited constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is Macquarie Group Limited's largest holding?
As of the latest filing, Macquarie Group Limited's top position is NVIDIA Corporation (NVDA), representing 16.3% of the portfolio. This reflects a high-conviction bet by the institution.
What is Macquarie Group Limited's historical performance and risk profile?
Our simulation indicates a total return of +24.0% with a win rate of 54%. Notably, the portfolio maintains a Sharpe Ratio of 3.63, suggesting an exceptional level of risk-adjusted returns compared to the broader market.
What sectors does Macquarie Group Limited primarily invest in?
Macquarie Group Limited has a strong preference for the Semiconductors sector, which makes up 29.3% of their disclosed assets. The portfolio also has exposure to Internet Content & Information, indicating a specific thematic focus.
Is Macquarie Group Limited's portfolio concentrated or diversified?
Macquarie Group Limited runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 38.7% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has Macquarie Group Limited performed in 2026?
Our AI-simulated model portfolio for Macquarie Group Limited tracks a Year-to-Date (YTD) return of +16.7%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Shemara Wikramanayake manage Macquarie Group Limited directly?
Yes, Shemara Wikramanayake serves as the key portfolio manager for Macquarie Group Limited, overseeing the investment strategy and final capital allocation decisions.