0001555829-21-000001.txt : 20210217
0001555829-21-000001.hdr.sgml : 20210217
20210216173238
ACCESSION NUMBER: 0001555829-21-000001
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20201231
FILED AS OF DATE: 20210217
DATE AS OF CHANGE: 20210216
EFFECTIVENESS DATE: 20210217
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Kiwi Wealth Investments Limited Partnership
CENTRAL INDEX KEY: 0001555829
IRS NUMBER: 000000000
STATE OF INCORPORATION: Q2
FISCAL YEAR END: 0331
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-15009
FILM NUMBER: 21641228
BUSINESS ADDRESS:
STREET 1: LEVEL 13, 20 BALLANCE STREET
CITY: WELLINGTON
STATE: Q2
ZIP: 6011
BUSINESS PHONE: 006444946079
MAIL ADDRESS:
STREET 1: LEVEL 13, 20 BALLANCE STREET
CITY: WELLINGTON
STATE: Q2
ZIP: 6011
FORMER COMPANY:
FORMER CONFORMED NAME: Gareth Morgan Investments Limited Partnership
DATE OF NAME CHANGE: 20120808
13F-HR
1
primary_doc.xml
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false
false
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0001555829
XXXXXXXX
12-31-2020
12-31-2020
Kiwi Wealth Investments Limited Partnership
LEVEL 13, 20 BALLANCE STREET
WELLINGTON
Q2
6011
13F HOLDINGS REPORT
028-15009
N
Christian Sobell
Senior Technical Application Support
0064800427384
Christian Sobell
Wellington
Q2
02-16-2021
0
248
1698836
false
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form13InfoTable_20201231.xml
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AES CORP
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GENOMIC REV ETF
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12344
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AGILENT TECHNOLOGIES INC
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ALPHABET INC
CAP STK CL C
02079K107
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AMAZON COM INC
COM
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AMERICAN TOWER CORP NEW
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17531
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CL A
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58790
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ANAPLAN INC
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7587
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AON PLC
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APPLE INC
COM
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APPLIED MATLS INC
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ARCHER DANIELS MIDLAND CO
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ARROW ELECTRS INC
COM
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GALLAGHER ARTHUR J & CO
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363576109
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50560
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ASHLAND GLOBAL HLDGS INC
COM
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ASSURANT INC
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04621X108
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AUTODESK INC
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AUTOMATIC DATA PROCESSING IN
COM
053015103
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16821
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AVANTOR INC
COM
05352A100
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AXALTA COATING SYS LTD
COM
G0750C108
2837
99385
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BAIDU INC
SPON ADR REP A
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BANK OZK
COM
06417N103
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BK OF AMERICA CORP
COM
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BERKSHIRE HATHAWAY INC DEL
CL B NEW
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587
2533
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BERRY GLOBAL GROUP INC
COM
08579W103
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52832
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BEST BUY INC
COM
086516101
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36524
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BLACK KNIGHT INC
COM
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BLACKROCK INC
COM
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BOEING CO
COM
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43593
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BOOKING HOLDINGS INC
COM
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2312
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CL A
099502106
3464
39735
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BOSTON PROPERTIES INC
COM
101121101
1401
14824
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SOLE
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BROWN FORMAN CORP
CL B
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3021
38036
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CADENCE DESIGN SYSTEM INC
COM
127387108
7187
52677
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CANADIAN PAC RY LTD
COM
13645T100
5008
14446
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CARDINAL HEALTH INC
COM
14149Y108
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38414
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CARTERS INC
COM
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7504
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CATERPILLAR INC
COM
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41567
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CERNER CORP
COM
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CHARTER COMMUNICATIONS INC N
CL A
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CHEWY INC
CL A
16679L109
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CHIPOTLE MEXICAN GRILL INC
COM
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CIGNA CORP NEW
COM
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CISCO SYS INC
COM
17275R102
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CITIZENS FINL GROUP INC
COM
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CITRIX SYS INC
COM
177376100
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31082
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CLEAN HARBORS INC
COM
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9912
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COCA COLA CO
COM
191216100
20553
374783
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SOLE
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CONSTELLATION BRANDS INC
CL A
21036P108
10546
48146
SH
SOLE
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CORNING INC
COM
219350105
1050
29155
SH
SOLE
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CORTEVA INC
COM
22052L104
4797
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COSTCO WHSL CORP NEW
COM
22160K105
7273
19304
SH
SOLE
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0
CROWDSTRIKE HLDGS INC
CL A
22788C105
1183
5583
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0
CROWN CASTLE INTL CORP NEW
COM
22822V101
10223
64219
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0
D R HORTON INC
COM
23331A109
4411
64000
SH
SOLE
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0
DAVITA INC
COM
23918K108
3655
31136
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SOLE
31136
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DANAHER CORPORATION
COM
235851102
13610
61267
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SOLE
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DECKERS OUTDOOR CORP
COM
243537107
6761
23577
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SOLE
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DICKS SPORTING GOODS INC
COM
253393102
884
15725
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DIGITAL RLTY TR INC
COM
253868103
5427
38903
SH
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DOLBY LABORATORIES INC COM
COM CL A
25659T107
3086
31776
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0
DOLLAR GEN CORP NEW
COM
256677105
25013
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DOMINION ENERGY INC
COM
25746U109
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DOMINOS PIZZA INC
COM
25754A201
6253
16306
SH
SOLE
16306
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DOW INC
COM
260557103
4279
77106
SH
SOLE
77106
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EOG RES INC
COM
26875P101
2111
42326
SH
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42326
0
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EVERTEC INC
COM
30040P103
1500
38139
SH
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ELEMENT SOLUTIONS INC
COM
28618M106
241
13620
SH
SOLE
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0
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LILLY ELI & CO
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532457108
10656
63113
SH
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EQUIFAX INC
COM
294429105
1962
10172
SH
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EQUINIX INC
COM
29444U700
6266
8773
SH
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EQUITY RESIDENTIAL
SH BEN INT
29476L107
1000
16875
SH
SOLE
16875
0
0
LAUDER ESTEE COS INC
CL A
518439104
4684
17596
SH
SOLE
17596
0
0
ETSY INC
COM
29786A106
2085
11717
SH
SOLE
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EXPEDITORS INTL WASH INC
COM
302130109
3886
40855
SH
SOLE
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EXPONENT INC
COM
30214U102
907
10070
SH
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FACEBOOK INC
CL A
30303M102
35859
131273
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FASTLY INC
CL A
31188V100
622
7115
SH
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7115
0
0
FIDELITY NATL INFORMATION SV
COM
31620M106
11489
81219
SH
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FIRST INDL RLTY TR INC
COM
32054K103
2068
49098
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FIRST REP BK SAN FRANCISCO C
COM
33616C100
8496
57826
SH
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FIRST SOLAR INC
COM
336433107
806
8153
SH
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0
0
FISERV INC
COM
337738108
4816
42300
SH
SOLE
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0
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FLOWSERVE CORP
COM
34354P105
790
21443
SH
SOLE
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0
0
FORD MTR CO DEL
COM
345370860
4425
503415
SH
SOLE
503415
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FORTINET INC
COM
34959E109
1844
12416
SH
SOLE
12416
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0
GENERAC HLDGS INC
COM
368736104
6900
30342
SH
SOLE
30342
0
0
GENERAL ELECTRIC CO
COM
369604103
4270
395415
SH
SOLE
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GENERAL MLS INC
COM
370334104
604
10280
SH
SOLE
10280
0
0
HCA HEALTHCARE INC
COM
40412C101
1229
7472
SH
SOLE
7472
0
0
HP INC
COM
40434L105
3136
127527
SH
SOLE
127527
0
0
HALLIBURTON CO
COM
406216101
2258
119481
SH
SOLE
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0
HARLEY DAVIDSON INC
COM
412822108
718
19577
SH
SOLE
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0
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HASBRO INC
COM
418056107
3880
41475
SH
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41475
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HAWAIIAN ELEC INDUSTRIES
COM
419870100
1764
49851
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HENRY SCHEIN INC
COM
806407102
3102
46394
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HOME DEPOT INC
COM
437076102
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53616
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HUMANA INC
COM
444859102
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HYATT HOTELS CORP
COM CL A
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51815
SH
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51815
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ICICI BANK LIMITED
ADR
45104G104
2716
182762
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SOLE
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IDACORP INC
COM
451107106
1259
13107
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SOLE
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IDEXX LABS INC
COM
45168D104
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10640
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SOLE
10640
0
0
IQVIA HLDGS INC
COM
46266C105
10673
59570
SH
SOLE
59570
0
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INFOSYS LTD
SPONSORED ADR
456788108
5369
316779
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SOLE
316779
0
0
INTEL CORP
COM
458140100
3630
72859
SH
SOLE
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INTUIT
COM
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6040
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INVITATION HOMES INC
COM
46187W107
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JPMORGAN CHASE & CO
COM
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16049
126301
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126301
0
0
JOHNSON & JOHNSON
COM
478160104
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KAR AUCTION SVCS INC
COM
48238T109
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KANSAS CITY SOUTHERN
COM NEW
485170302
2036
9974
SH
SOLE
9974
0
0
KELLOGG CO
COM
487836108
4116
66145
SH
SOLE
66145
0
0
KEYSIGHT TECHNOLOGIES INC
COM
49338L103
10640
80554
SH
SOLE
80554
0
0
KROGER CO
COM
501044101
3069
96636
SH
SOLE
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0
0
LAM RESEARCH CORP
COM
512807108
10204
21607
SH
SOLE
21607
0
0
LAMB WESTON HLDGS INC
COM
513272104
533
6770
SH
SOLE
6770
0
0
LENNAR CORP
CL A
526057104
1483
19456
SH
SOLE
19456
0
0
LINDE PLC
SHS
G5494J103
5989
22726
SH
SOLE
22726
0
0
LOUISIANA PAC CORP
COM
546347105
2110
56763
SH
SOLE
56763
0
0
LOWES COS INC
COM
548661107
12825
79903
SH
SOLE
79903
0
0
LULULEMON ATHLETICA INC
COM
550021109
9961
28620
SH
SOLE
28620
0
0
MACYS INC
COM
55616P104
1310
116475
SH
SOLE
116475
0
0
MARKETAXESS HLDGS INC
COM
57060D108
1299
2277
SH
SOLE
2277
0
0
MARRIOTT INTL INC NEW
CL A
571903202
3902
29578
SH
SOLE
29578
0
0
MARTIN MARIETTA MATLS INC
COM
573284106
5449
19188
SH
SOLE
19188
0
0
MARVELL TECHNOLOGY GROUP LTD
ORD
G5876H105
10887
229008
SH
SOLE
229008
0
0
MASTEC INC
COM
576323109
3843
56363
SH
SOLE
56363
0
0
MASCO CORP
COM
574599106
3816
69463
SH
SOLE
69463
0
0
MASTERCARD INCORPORATED
CL A
57636Q104
7127
19966
SH
SOLE
19966
0
0
MAXIM INTEGRATED PRODS INC
COM
57772K101
4407
49714
SH
SOLE
49714
0
0
MCDONALDS CORP
COM
580135101
14665
68345
SH
SOLE
68345
0
0
MCKESSON CORP
COM
58155Q103
2673
15371
SH
SOLE
15371
0
0
MEDTRONIC PLC
SHS
G5960L103
6558
55983
SH
SOLE
55983
0
0
MERCK & CO. INC
COM
58933Y105
11418
139590
SH
SOLE
139590
0
0
METTLER TOLEDO INTERNATIONAL
COM
592688105
4416
3875
SH
SOLE
3875
0
0
MICROCHIP TECHNOLOGY INC.
COM
595017104
4794
34710
SH
SOLE
34710
0
0
MICROSOFT CORP
COM
594918104
77191
347049
SH
SOLE
347049
0
0
MORGAN STANLEY
COM NEW
617446448
17289
252284
SH
SOLE
252284
0
0
NIKE INC
CL B
654106103
9053
63989
SH
SOLE
63989
0
0
NMI HLDGS INC
COM
629209305
733
32365
SH
SOLE
32365
0
0
NVIDIA CORPORATION
COM
67066G104
8324
15941
SH
SOLE
15941
0
0
NVR INC
COM
62944T105
6124
1501
SH
SOLE
1501
0
0
NASDAQ INC
COM
631103108
1985
14953
SH
SOLE
14953
0
0
NATIONAL VISION HLDGS INC
COM
63845R107
2500
55198
SH
SOLE
55198
0
0
NETEASE INC
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64110W102
3829
39976
SH
SOLE
39976
0
0
NETFLIX INC
COM
64110L106
8762
16204
SH
SOLE
16204
0
0
NEW ORIENTAL ED & TECHNOLOGY
SPON ADR
647581107
2903
15622
SH
SOLE
15622
0
0
NEW YORK TIMES CO
CL A
650111107
1522
29399
SH
SOLE
29399
0
0
NEXTERA ENERGY INC
COM
65339F101
13295
172327
SH
SOLE
172327
0
0
NIELSEN HLDGS PLC
SHS EUR
G6518L108
1765
84580
SH
SOLE
84580
0
0
NORFOLK SOUTHN CORP
COM
655844108
2809
11822
SH
SOLE
11822
0
0
NORTONLIFELOCK INC
COM
668771108
2355
113326
SH
SOLE
113326
0
0
OREILLY AUTOMOTIVE INC
COM
67103H107
5031
11116
SH
SOLE
11116
0
0
OGE ENERGY CORP
COM
670837103
2257
70833
SH
SOLE
70833
0
0
OMNICOM GROUP INC
COM
681919106
756
12121
SH
SOLE
12121
0
0
ORACLE CORP
COM
68389X105
6159
95212
SH
SOLE
95212
0
0
PNC FINL SVCS GROUP INC
COM
693475105
9180
61613
SH
SOLE
61613
0
0
PAYPAL HLDGS INC
COM
70450Y103
10501
44837
SH
SOLE
44837
0
0
PAYCHEX INC
COM
704326107
4764
51123
SH
SOLE
51123
0
0
PAYCOM SOFTWARE INC
COM
70432V102
961
2124
SH
SOLE
2124
0
0
PENNYMAC FINL SVCS INC NEW
COM
70932M107
1627
24798
SH
SOLE
24798
0
0
PEPSICO INC
COM
713448108
28391
191445
SH
SOLE
191445
0
0
PERKINELMER INC
COM
714046109
1596
11121
SH
SOLE
11121
0
0
PETIQ INC COM
CL A
71639T106
3254
84632
SH
SOLE
84632
0
0
PINNACLE FINL PARTNERS INC
COM
72346Q104
482
7479
SH
SOLE
7479
0
0
PLANET FITNESS INC
CL A
72703H101
5196
66931
SH
SOLE
66931
0
0
POST HLDGS INC
COM
737446104
972
9627
SH
SOLE
9627
0
0
PROCTER AND GAMBLE CO
COM
742718109
26532
190685
SH
SOLE
190685
0
0
PROLOGIS INC
COM
74340W103
14195
142439
SH
SOLE
142439
0
0
PUBLIC STORAGE
COM
74460D109
3929
17012
SH
SOLE
17012
0
0
PULTE GROUP INC
COM
745867101
4861
112728
SH
SOLE
112728
0
0
QUANTA SVCS INC
COM
74762E102
2554
35461
SH
SOLE
35461
0
0
RALPH LAUREN CORP
CL A
751212101
1760
16967
SH
SOLE
16967
0
0
REDFIN CORP
COM
75737F108
932
13580
SH
SOLE
13580
0
0
REPUBLIC SVCS INC
COM
760759100
12645
131307
SH
SOLE
131307
0
0
ROPER TECHNOLOGIES INC
COM
776696106
3694
8568
SH
SOLE
8568
0
0
ROSS STORES INC
COM
778296103
9209
74985
SH
SOLE
74985
0
0
RYDER SYS INC
COM
783549108
350
5674
SH
SOLE
5674
0
0
S&P GLOBAL INC
COM
78409V104
5570
16944
SH
SOLE
16944
0
0
SS&C TECHNOLOGIES HLDGS INC
COM
78467J100
4195
57669
SH
SOLE
57669
0
0
SCHLUMBERGER LTD
COM
806857108
1163
53296
SH
SOLE
53296
0
0
SEA LTD
SPONSORD ADS
81141R100
719
3614
SH
SOLE
3614
0
0
SERVICE CORP INTL
COM
817565104
2207
44939
SH
SOLE
44939
0
0
SHERWIN WILLIAMS CO
COM
824348106
1335
1817
SH
SOLE
1817
0
0
SILGAN HOLDINGS INC
COM
827048109
1185
31970
SH
SOLE
31970
0
0
SOLAREDGE TECHNOLOGIES INC
COM
83417M104
1186
3715
SH
SOLE
3715
0
0
SPECTRUM BRANDS HLDGS INC NE
COM
84790A105
6971
88263
SH
SOLE
88263
0
0
STARBUCKS CORP
COM
855244109
11609
108516
SH
SOLE
108516
0
0
SYNOPSYS INC
COM
871607107
5477
21129
SH
SOLE
21129
0
0
PRICE T ROWE GROUP INC
COM
74144T108
4854
32062
SH
SOLE
32062
0
0
TE CONNECTIVITY LTD
REG SHS
H84989104
7723
63793
SH
SOLE
63793
0
0
TJX COS INC NEW
COM
872540109
5159
75539
SH
SOLE
75539
0
0
TAIWAN SEMICONDUCTOR MFG LTD
SPONSORED ADS
874039100
24482
224526
SH
SOLE
224526
0
0
TAKE-TWO INTERACTIVE SOFTWAR
COM
874054109
7321
35235
SH
SOLE
35235
0
0
TARGET CORP
COM
87612E106
4012
22728
SH
SOLE
22728
0
0
TATA MTRS LTD
SPONSORED ADR
876568502
727
57700
SH
SOLE
57700
0
0
TERADYNE INC
COM
880770102
1093
9114
SH
SOLE
9114
0
0
TESLA INC
COM
88160R101
6386
9050
SH
SOLE
9050
0
0
THERMO FISHER SCIENTIFIC INC
COM
883556102
19752
42407
SH
SOLE
42407
0
0
TOPBUILD CORP
COM
89055F103
1041
5654
SH
SOLE
5654
0
0
TRACTOR SUPPLY CO
COM
892356106
3442
24487
SH
SOLE
24487
0
0
TRANE TECHNOLOGIES PLC
SHS
G8994E103
4162
28675
SH
SOLE
28675
0
0
TRANSDIGM GROUP INC
COM
893641100
1312
2120
SH
SOLE
2120
0
0
TREEHOUSE FOODS INC
COM
89469A104
969
22814
SH
SOLE
22814
0
0
TRIMBLE INC
COM
896239100
7721
115634
SH
SOLE
115634
0
0
TRUIST FINL CORP
COM
89832Q109
5030
104943
SH
SOLE
104943
0
0
UNITED THERAPEUTICS CORP DEL
COM
91307C102
295
1942
SH
SOLE
1942
0
0
UNITEDHEALTH GROUP INC
COM
91324P102
24672
70356
SH
SOLE
70356
0
0
UNIVERSAL DISPLAY CORP
COM
91347P105
908
3953
SH
SOLE
3953
0
0
VANGUARD WORLD FDS
INF TECH ETF
92204A702
1999
5649
SH
SOLE
5649
0
0
VANGUARD STAR FDS
VG TL INTL STK F
921909768
628
10438
SH
SOLE
10438
0
0
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
38834
199519
SH
SOLE
199519
0
0
VERINT SYS INC
COM
92343X100
2467
36722
SH
SOLE
36722
0
0
VERIZON COMMUNICATIONS INC
COM
92343V104
7321
124618
SH
SOLE
124618
0
0
VERTEX PHARMACEUTICALS INC
COM
92532F100
5545
23460
SH
SOLE
23460
0
0
VISA INC
COM CL A
92826C839
25858
118217
SH
SOLE
118217
0
0
VOYA FINL INC
COM
929089100
1950
33158
SH
SOLE
33158
0
0
VULCAN MATLS CO
COM
929160109
5184
34953
SH
SOLE
34953
0
0
WEX INC
COM
96208T104
1190
5845
SH
SOLE
5845
0
0
WALMART INC
COM
931142103
7398
51319
SH
SOLE
51319
0
0
DISNEY WALT CO
COM
254687106
758
4186
SH
SOLE
4186
0
0
WASTE MGMT INC DEL
COM
94106L109
9273
78633
SH
SOLE
78633
0
0
WHIRLPOOL CORP
COM
963320106
3023
16749
SH
SOLE
16749
0
0
WINGSTOP INC
COM
974155103
3704
27945
SH
SOLE
27945
0
0
WORKDAY INC
CL A
98138H101
1070
4465
SH
SOLE
4465
0
0
XPENG INC
ADS
98422D105
623
14546
SH
SOLE
14546
0
0
YETI HLDGS INC
COM
98585X104
7962
116286
SH
SOLE
116286
0
0
YELP INC
CL A
985817105
1390
42555
SH
SOLE
42555
0
0
YUM CHINA HLDGS INC
COM
98850P109
6266
109759
SH
SOLE
109759
0
0
YUM BRANDS INC
COM
988498101
3775
34771
SH
SOLE
34771
0
0
ZEBRA TECHNOLOGIES CORPORATI
CL A
989207105
1259
3277
SH
SOLE
3277
0
0
ZOETIS INC
CL A
98978V103
4224
25523
SH
SOLE
25523
0
0
EBAY INC.
COM
278642103
3985
79295
SH
SOLE
79295
0
0
ISHARES GOLD TRUST
ISHARES
464285105
34686
1913196
SH
SOLE
1913196
0
0
ISHARES TR
MSCI CHINA ETF
46429B671
1883
23256
SH
SOLE
23256
0
0
SALESFORCE COM INC
COM
79466L302
5143
23112
SH
SOLE
23112
0
0