Which New Zealand managed funds hold Block?

49 New Zealand managed funds hold Block as a direct holding, across 17 fund managers. Weights range from 0.000% to 5.12% of each fund's net assets. Source: FMA Disclose full portfolio holdings. Funds holding Block indirectly through an underlying fund or ETF are not counted, so this is a floor rather than a total.

Which NZ fund has the largest holding in Block?

Hyperion Global Growth Companies PIE Fund has the largest direct holding at 5.12% of its net assets, as filed with the FMA.

Direct holding

Which NZ managed funds hold Block?

49 funds hold Block directly, across 17 managers. Weights are the percentage of each fund's net assets, as filed with the FMA.

FMA Disclose — full portfolio holdings

Direct holdings only. Funds that hold Block indirectly — through an underlying fund, trust or ETF — are not listed here. Disclose filings do not distinguish a wrapper from a security, so this page cannot see through one. It is a floor, not a total.

Fund	Manager	% of fund
Hyperion Global Growth Companies PIE Fund	Hyperion	5.12%
Devon Australian Fund	Devon	0.630%
Summer Australian Equities	Summer	0.600%
Harbour T. Rowe Price Global Equity Fund (Hedged)	Harbour	0.490%
Harbour T. Rowe Price Global Equity Fund	Harbour	0.470%
Evidential Sustainable Targeted Factor Fund	Evidential	0.240%
Aurellan Global Shares Fund	AAurellan	0.190%
Aurellan Hedged Global Shares Fund	AAurellan	0.190%
BetaShares Australia 200 Fund	BetaShares	0.130%
Summer Growth Selection	Summer	0.070%
Kernel S&P 500 (Unhedged) Fund	Kernel	0.060%
Kernel S&P 500 (NZD Hedged) Fund	Kernel	0.060%
Octagon Balanced Fund	Octagon	0.050%
Mercer Core Global Shares Fund	Mercer	0.050%
Mercer Core Hedged Global Shares Fund	Mercer	0.050%
Simplicity Hedged Global Share Fund	Simplicity	0.050%
Simplicity Unhedged Global Share Fund	Simplicity	0.050%
Summer Balanced Selection	Summer	0.050%
ACI Growth Fund	AACI	0.040%
Harbour Balanced Growth Fund	Harbour	0.040%
Fisher Funds Global Fund	Fisher Funds	0.040%
Mercer Global Shares Fund	Mercer	0.040%
Simplicity High Growth Investment Fund	Simplicity	0.040%
Mercer All Country Global Shares Index Fund	Mercer	0.030%
Simplicity Growth Investment Fund	Simplicity	0.030%
Summer Conservative Selection	Summer	0.030%
Fisher Funds Growth Fund	Fisher Funds	0.020%
Simplicity Balanced Investment Fund	Simplicity	0.020%
Booster Shielded Growth Fund	Booster	0.020%
Kernel High Growth Fund	Kernel	0.020%
ACI Conservative Fund	AACI	0.010%
ANZ Investments OneAnswer Balanced Growth Fund	ANZ Investments	0.010%
AMP International Shares Managed Fund	AMP	0.010%
ANZ Investments OneAnswer International Share Fund	ANZ Investments	0.010%
Simplicity Conservative Investment Fund	Simplicity	0.010%
ANZ Investments OneAnswer Growth Fund	ANZ Investments	0.010%
ANZ Investments OneAnswer High Growth Fund	ANZ Investments	0.010%
AMP Balanced Managed Fund	AMP	0.000%
AMP Growth Managed Fund	AMP	0.000%
AMP Aggressive Managed Fund	AMP	0.000%
Fisher Funds Conservative Fund	Fisher Funds	0.000%
Mercer Responsible Balanced Fund	Mercer	0.000%
Milford Active Growth Fund	Milford	0.000%
Milford Balanced Fund	Milford	0.000%
Milford Conservative Fund	Milford	0.000%
Kernel Balanced Fund	Kernel	0.000%
ANZ Investments OneAnswer Balanced Fund	ANZ Investments	0.000%
ANZ Investments OneAnswer Conservative Fund	ANZ Investments	0.000%
ANZ Investments OneAnswer Conservative Balanced Fund	ANZ Investments	0.000%

Funds holding Block usually also hold

Companies that appear alongside Block in the same funds' filings.

How this security was matched

Disclose filings carry no security code, so managers spell the same holding differently. These 6 spellings were treated as Block — shown so you can check the grouping rather than take it on trust.

BLOCK INC
BLOCK INC CLASS A
Block
Block CL A Ord
Block Inc
Block, Inc

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