0001555829-21-000004.txt : 20210518
0001555829-21-000004.hdr.sgml : 20210518
20210517204001
ACCESSION NUMBER: 0001555829-21-000004
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20210331
FILED AS OF DATE: 20210518
DATE AS OF CHANGE: 20210517
EFFECTIVENESS DATE: 20210518
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: 21933406
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
13F-HR
LIVE
false
false
true
0001555829
XXXXXXXX
03-31-2021
03-31-2021
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
05-17-2021
0
216
1729341
false
INFORMATION TABLE
2
form13InfoTable_20210331.xml
KWIM_13F_HR_31MAR21
ABBOTT LABS
COM
002824100
9885
82482
SH
SOLE
82482
0
0
ABBVIE INC
COM
00287Y109
2761
25517
SH
SOLE
25517
0
0
ACCENTURE PLC IRELAND
SHS CLASS A
G1151C101
16428
59469
SH
SOLE
59469
0
0
ACTIVISION BLIZZARD INC
COM
00507V109
5927
63729
SH
SOLE
63729
0
0
ADOBE SYSTEMS INCORPORATED
COM
00724F101
24917
52416
SH
SOLE
52416
0
0
AES CORP
COM
00130H105
11329
422572
SH
SOLE
422572
0
0
AGILENT TECHNOLOGIES INC
COM
00846U101
5456
42916
SH
SOLE
42916
0
0
ALIBABA GROUP HLDG LTD
SPONSORED ADS
01609W102
23364
103049
SH
SOLE
103049
0
0
ALPHABET INC
CAP STK CL C
02079K107
69686
33687
SH
SOLE
33687
0
0
ALTICE USA INC
CL A
02156K103
3211
98709
SH
SOLE
98709
0
0
AMAZON COM INC
COM
023135106
52633
17011
SH
SOLE
17011
0
0
AMBARELLA INC
SHS
G037AX101
2590
25800
SH
SOLE
25800
0
0
AMBEV SA
SPONSORED ADR
02319V103
2657
969711
SH
SOLE
969711
0
0
AMERISOURCEBERGEN CORP
COM
03073E105
4567
38677
SH
SOLE
38677
0
0
AMGEN INC
COM
031162100
6773
27220
SH
SOLE
27220
0
0
AMPHENOL CORP NEW
CL A
032095101
9990
151429
SH
SOLE
151429
0
0
ANAPLAN INC
COM
03272L108
2291
42540
SH
SOLE
42540
0
0
AON PLC
SHS CL A
G0403H108
8879
38588
SH
SOLE
38588
0
0
APPLE INC
COM
037833100
87628
717377
SH
SOLE
717377
0
0
APPLIED MATLS INC
COM
038222105
4609
34495
SH
SOLE
34495
0
0
ARCHER DANIELS MIDLAND CO
COM
039483102
5075
89027
SH
SOLE
89027
0
0
ARROW ELECTRS INC
COM
042735100
710
6409
SH
SOLE
6409
0
0
ASHLAND GLOBAL HLDGS INC
COM
044186104
2710
30527
SH
SOLE
30527
0
0
ATKORE INC
COM
047649108
816
11350
SH
SOLE
11350
0
0
AUTOMATIC DATA PROCESSING IN
COM
053015103
5814
30846
SH
SOLE
30846
0
0
AVANTOR INC
COM
05352A100
2292
79211
SH
SOLE
79211
0
0
AXALTA COATING SYS LTD
COM
G0750C108
2940
99385
SH
SOLE
99385
0
0
BAIDU INC
SPON ADR REP A
056752108
2462
11319
SH
SOLE
11319
0
0
BAKER HUGHES COMPANY
CL A
05722G100
2253
104273
SH
SOLE
104273
0
0
BANDWIDTH INC COM
COM CL A
05988J103
699
5519
SH
SOLE
5519
0
0
BK OF AMERICA CORP
COM
060505104
16003
413610
SH
SOLE
413610
0
0
BANK OZK
COM
06417N103
1282
31392
SH
SOLE
31392
0
0
BECTON DICKINSON & CO
COM
075887109
2498
10272
SH
SOLE
10272
0
0
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
912
3571
SH
SOLE
3571
0
0
BERRY GLOBAL GROUP INC
COM
08579W103
3244
52832
SH
SOLE
52832
0
0
BEST BUY INC
COM
086516101
4544
39577
SH
SOLE
39577
0
0
BLACKROCK INC
COM
09247X101
10731
14233
SH
SOLE
14233
0
0
BOOZ ALLEN HAMILTON HLDG COR
CL A
099502106
3844
47731
SH
SOLE
47731
0
0
BOSTON SCIENTIFIC CORP
COM
101137107
10182
263436
SH
SOLE
263436
0
0
BROWN FORMAN CORP
CL B
115637209
2828
41005
SH
SOLE
41005
0
0
CADENCE DESIGN SYSTEM INC
COM
127387108
5229
38170
SH
SOLE
38170
0
0
CANADIAN PAC RY LTD
COM
13645T100
13326
35134
SH
SOLE
35134
0
0
CARDINAL HEALTH INC
COM
14149Y108
2334
38414
SH
SOLE
38414
0
0
CATERPILLAR INC
COM
149123101
12995
56045
SH
SOLE
56045
0
0
CBRE GROUP INC
CL A
12504L109
1162
14686
SH
SOLE
14686
0
0
CHARTER COMMUNICATIONS INC N
CL A
16119P108
4293
6958
SH
SOLE
6958
0
0
CHIPOTLE MEXICAN GRILL INC
COM
169656105
6185
4353
SH
SOLE
4353
0
0
CIGNA CORP NEW
COM
125523100
4622
19121
SH
SOLE
19121
0
0
CITRIX SYS INC
COM
177376100
1951
13897
SH
SOLE
13897
0
0
CLEAN HARBORS INC
COM
184496107
2707
32201
SH
SOLE
32201
0
0
CONSTELLATION BRANDS INC
CL A
21036P108
7317
32091
SH
SOLE
32091
0
0
CORTEVA INC
COM
22052L104
5119
109794
SH
SOLE
109794
0
0
COSTCO WHSL CORP NEW
COM
22160K105
23062
65429
SH
SOLE
65429
0
0
CROWDSTRIKE HLDGS INC
CL A
22788C105
361
1978
SH
SOLE
1978
0
0
D R HORTON INC
COM
23331A109
6335
71084
SH
SOLE
71084
0
0
DANAHER CORPORATION
COM
235851102
17527
77871
SH
SOLE
77871
0
0
DAVITA INC
COM
23918K108
3356
31136
SH
SOLE
31136
0
0
DECKERS OUTDOOR CORP
COM
243537107
7346
22233
SH
SOLE
22233
0
0
DEERE & CO
COM
244199105
1080
2886
SH
SOLE
2886
0
0
DEXCOM INC
COM
252131107
7648
21280
SH
SOLE
21280
0
0
DICKS SPORTING GOODS INC
COM
253393102
328
4305
SH
SOLE
4305
0
0
DISNEY WALT CO
COM
254687106
1956
10599
SH
SOLE
10599
0
0
DOLBY LABORATORIES INC
COM CL A
25659T107
3137
31776
SH
SOLE
31776
0
0
DOLLAR GEN CORP NEW
COM
256677105
5278
26051
SH
SOLE
26051
0
0
DOLLAR TREE INC
COM
256746108
1306
11407
SH
SOLE
11407
0
0
DOW INC
COM
260557103
4901
76656
SH
SOLE
76656
0
0
EATON CORP PLC
SHS
G29183103
7529
54448
SH
SOLE
54448
0
0
EBAY INC.
COM
278642103
5234
85462
SH
SOLE
85462
0
0
ECOLAB INC
COM
278865100
3171
14814
SH
SOLE
14814
0
0
EMBRAER S.A.
SPONSORD ADS
29082A107
1261
126000
SH
SOLE
126000
0
0
ENSIGN GROUP INC
COM
29358P101
643
6851
SH
SOLE
6851
0
0
EOG RES INC
COM
26875P101
3178
43817
SH
SOLE
43817
0
0
EVERTEC INC
COM
30040P103
1420
38139
SH
SOLE
38139
0
0
EXPEDITORS INTL WASH INC
COM
302130109
4400
40855
SH
SOLE
40855
0
0
EXPONENT INC
COM
30214U102
981
10070
SH
SOLE
10070
0
0
FACEBOOK INC
CL A
30303M102
53504
181659
SH
SOLE
181659
0
0
FIDELITY NATL INFORMATION SV
COM
31620M106
5347
38029
SH
SOLE
38029
0
0
FIRST INDL RLTY TR INC
COM
32054K103
772
16858
SH
SOLE
16858
0
0
FIRST REP BK SAN FRANCISCO C
COM
33616C100
15469
92769
SH
SOLE
92769
0
0
FISERV INC
COM
337738108
14939
125493
SH
SOLE
125493
0
0
FLOWERS FOODS INC
COM
343498101
2302
96729
SH
SOLE
96729
0
0
FLOWSERVE CORP
COM
34354P105
832
21443
SH
SOLE
21443
0
0
FORD MTR CO DEL
COM
345370860
3661
298834
SH
SOLE
298834
0
0
FORTINET INC
COM
34959E109
4411
23916
SH
SOLE
23916
0
0
FREEPORT-MCMORAN INC
CL B
35671D857
948
28792
SH
SOLE
28792
0
0
GALLAGHER ARTHUR J & CO
COM
363576109
4997
40050
SH
SOLE
40050
0
0
GENERAC HLDGS INC
COM
368736104
5216
15929
SH
SOLE
15929
0
0
GENERAL MLS INC
COM
370334104
4442
72439
SH
SOLE
72439
0
0
GRACO INC
COM
384109104
7498
104697
SH
SOLE
104697
0
0
GREENBRIER COS INC
COM
393657101
638
13516
SH
SOLE
13516
0
0
HALLIBURTON CO
COM
406216101
1138
53036
SH
SOLE
53036
0
0
HAWAIIAN ELEC INDUSTRIES
COM
419870100
1359
30588
SH
SOLE
30588
0
0
HCA HEALTHCARE INC
COM
40412C101
16429
87232
SH
SOLE
87232
0
0
HOLOGIC INC
COM
436440101
11066
148775
SH
SOLE
148775
0
0
HOME DEPOT INC
COM
437076102
9025
29566
SH
SOLE
29566
0
0
HP INC
COM
40434L105
5278
166236
SH
SOLE
166236
0
0
HUMANA INC
COM
444859102
9965
23769
SH
SOLE
23769
0
0
ICICI BANK LIMITED
ADR
45104G104
4152
259042
SH
SOLE
259042
0
0
IDACORP INC
COM
451107106
1310
13107
SH
SOLE
13107
0
0
IDEXX LABS INC
COM
45168D104
5384
11004
SH
SOLE
11004
0
0
INFOSYS LTD
SPONSORED ADR
456788108
5812
310490
SH
SOLE
310490
0
0
INTEL CORP
COM
458140100
6456
100868
SH
SOLE
100868
0
0
INTUIT
COM
461202103
6091
15900
SH
SOLE
15900
0
0
INVESCO EXCH TRADED FD TR II
KBW BK ETF
46138E628
741
11978
SH
SOLE
11978
0
0
INVITATION HOMES INC
COM
46187W107
1226
38337
SH
SOLE
38337
0
0
IQVIA HLDGS INC
COM
46266C105
15342
79436
SH
SOLE
79436
0
0
ISHARES GOLD TR
ISHARES
464285105
12956
796773
SH
SOLE
796773
0
0
ITAU UNIBANCO HLDG S A
SPON ADR REP PFD
465562106
3290
663361
SH
SOLE
663361
0
0
JOHNSON & JOHNSON
COM
478160104
27204
165526
SH
SOLE
165526
0
0
JPMORGAN CHASE & CO
COM
46625H100
17270
113444
SH
SOLE
113444
0
0
KANSAS CITY SOUTHERN
COM NEW
485170302
9181
34786
SH
SOLE
34786
0
0
KAR AUCTION SVCS INC
COM
48238T109
875
58317
SH
SOLE
58317
0
0
KELLOGG CO
COM
487836108
4187
66145
SH
SOLE
66145
0
0
KEYSIGHT TECHNOLOGIES INC
COM
49338L103
12693
88513
SH
SOLE
88513
0
0
KRAFT HEINZ CO
COM
500754106
537
13426
SH
SOLE
13426
0
0
KROGER CO
COM
501044101
2164
60128
SH
SOLE
60128
0
0
L3HARRIS TECHNOLOGIES INC
COM
502431109
3198
15778
SH
SOLE
15778
0
0
LAM RESEARCH CORP
COM
512807108
14339
24090
SH
SOLE
24090
0
0
LAUDER ESTEE COS INC
CL A
518439104
4928
16944
SH
SOLE
16944
0
0
LENNAR CORP
CL A
526057104
843
8324
SH
SOLE
8324
0
0
LILLY ELI & CO
COM
532457108
16254
87002
SH
SOLE
87002
0
0
LINDE PLC
SHS
G5494J103
1475
5266
SH
SOLE
5266
0
0
LIONS GATE ENTMNT CORP
CL B NON VTG
535919401
525
35092
SH
SOLE
35092
0
0
LOUISIANA PAC CORP
COM
546347105
3210
57888
SH
SOLE
57888
0
0
LOWES COS INC
COM
548661107
11900
62570
SH
SOLE
62570
0
0
LULULEMON ATHLETICA INC
COM
550021109
7376
24049
SH
SOLE
24049
0
0
MACYS INC
COM
55616P104
333
20545
SH
SOLE
20545
0
0
MARTIN MARIETTA MATLS INC
COM
573284106
4954
14753
SH
SOLE
14753
0
0
MARVELL TECHNOLOGY GROUP LTD
ORD
G5876H105
7875
160771
SH
SOLE
160771
0
0
MASTERCARD INCORPORATED
CL A
57636Q104
12220
34321
SH
SOLE
34321
0
0
MCDONALDS CORP
COM
580135101
20081
89593
SH
SOLE
89593
0
0
MCKESSON CORP
COM
58155Q103
2998
15371
SH
SOLE
15371
0
0
MEDTRONIC PLC
SHS
G5960L103
6270
53076
SH
SOLE
53076
0
0
METTLER TOLEDO INTERNATIONAL
COM
592688105
4808
4160
SH
SOLE
4160
0
0
MICROSOFT CORP
COM
594918104
95575
405372
SH
SOLE
405372
0
0
MOODYS CORP
COM
615369105
3739
12521
SH
SOLE
12521
0
0
MORGAN STANLEY
COM NEW
617446448
10059
129523
SH
SOLE
129523
0
0
NASDAQ INC
COM
631103108
2205
14953
SH
SOLE
14953
0
0
NEW YORK TIMES CO
CL A
650111107
2977
58814
SH
SOLE
58814
0
0
NEXSTAR MEDIA GROUP INC
CL A
65336K103
2822
20092
SH
SOLE
20092
0
0
NEXTERA ENERGY INC
COM
65339F101
7709
101963
SH
SOLE
101963
0
0
NIELSEN HLDGS PLC
SHS EUR
G6518L108
3093
122963
SH
SOLE
122963
0
0
NIKE INC
CL B
654106103
15091
113563
SH
SOLE
113563
0
0
NMI HLDGS INC
COM
629209305
1477
62463
SH
SOLE
62463
0
0
NVIDIA CORPORATION
COM
67066G104
1848
3462
SH
SOLE
3462
0
0
NVR INC
COM
62944T105
8202
1741
SH
SOLE
1741
0
0
NXP SEMICONDUCTORS N V
COM
N6596X109
906
4500
SH
SOLE
4500
0
0
PARKER-HANNIFIN CORP
COM
701094104
3383
10726
SH
SOLE
10726
0
0
PAYCHEX INC
COM
704326107
1633
16655
SH
SOLE
16655
0
0
PAYPAL HLDGS INC
COM
70450Y103
9015
37123
SH
SOLE
37123
0
0
PENNYMAC FINL SVCS INC NEW
COM
70932M107
2382
35621
SH
SOLE
35621
0
0
PEPSICO INC
COM
713448108
19320
136586
SH
SOLE
136586
0
0
PERKINELMER INC
COM
714046109
4193
32684
SH
SOLE
32684
0
0
PINNACLE FINL PARTNERS INC
COM
72346Q104
3020
34061
SH
SOLE
34061
0
0
PRICE T ROWE GROUP INC
COM
74144T108
5159
30064
SH
SOLE
30064
0
0
PROCTER AND GAMBLE CO
COM
742718109
30943
228478
SH
SOLE
228478
0
0
PROLOGIS INC.
COM
74340W103
18272
172373
SH
SOLE
172373
0
0
PULTE GROUP INC
COM
745867101
6271
119590
SH
SOLE
119590
0
0
QORVO INC
COM
74736K101
941
5148
SH
SOLE
5148
0
0
RALPH LAUREN CORP
CL A
751212101
1181
9588
SH
SOLE
9588
0
0
REPUBLIC SVCS INC
COM
760759100
6172
62127
SH
SOLE
62127
0
0
ROSS STORES INC
COM
778296103
4933
41143
SH
SOLE
41143
0
0
RYDER SYS INC
COM
783549108
429
5674
SH
SOLE
5674
0
0
S&P GLOBAL INC
COM
78409V104
16167
45817
SH
SOLE
45817
0
0
SALESFORCE COM INC
COM
79466L302
4001
18882
SH
SOLE
18882
0
0
SCHLUMBERGER LTD
COM
806857108
1655
60861
SH
SOLE
60861
0
0
SERVICE CORP INTL
COM
817565104
747
14631
SH
SOLE
14631
0
0
SERVICENOW INC
COM
81762P102
6402
12802
SH
SOLE
12802
0
0
SHERWIN WILLIAMS CO
COM
824348106
5511
7467
SH
SOLE
7467
0
0
SMUCKER J M CO
COM NEW
832696405
4150
32798
SH
SOLE
32798
0
0
SOLAREDGE TECHNOLOGIES INC
COM
83417M104
400
1392
SH
SOLE
1392
0
0
SONOS INC
COM
83570H108
1352
36081
SH
SOLE
36081
0
0
SPDR S&P 500 ETF TR
TR UNIT
78462F103
1402
3537
SH
SOLE
3537
0
0
SPDR SER TR
S&P BK ETF
78464A797
730
14064
SH
SOLE
14064
0
0
SPDR SER TR
S&P REGL BKG
78464A698
726
10937
SH
SOLE
10937
0
0
SPECTRUM BRANDS HLDGS INC NE
COM
84790A105
2729
32102
SH
SOLE
32102
0
0
STARBUCKS CORP
COM
855244109
18949
173410
SH
SOLE
173410
0
0
STRYKER CORPORATION
COM
863667101
12721
52227
SH
SOLE
52227
0
0
SYNOPSYS INC
COM
871607107
9414
37992
SH
SOLE
37992
0
0
TAIWAN SEMICONDUCTOR MFG LTD
SPONSORED ADS
874039100
26917
227573
SH
SOLE
227573
0
0
TAKE-TWO INTERACTIVE SOFTWAR
COM
874054109
4269
24162
SH
SOLE
24162
0
0
TARGET CORP
COM
87612E106
14880
75123
SH
SOLE
75123
0
0
TATA MTRS LTD
SPONSORD ADR
876568502
1902
91497
SH
SOLE
91497
0
0
TE CONNECTIVITY LTD
REG SHS
H84989104
10097
78202
SH
SOLE
78202
0
0
TELEDYNE TECHNOLOGIES INC
COM
879360105
10392
25122
SH
SOLE
25122
0
0
TERADYNE INC
COM
880770102
1541
12661
SH
SOLE
12661
0
0
TESLA INC
COM
88160R101
6723
10065
SH
SOLE
10065
0
0
TEXAS INSTRS INC
COM
882508104
5053
26737
SH
SOLE
26737
0
0
THERMO FISHER SCIENTIFIC INC
COM
883556102
17231
37756
SH
SOLE
37756
0
0
TJX COS INC NEW
COM
872540109
10085
152461
SH
SOLE
152461
0
0
TOPBUILD CORP
COM
89055F103
1184
5654
SH
SOLE
5654
0
0
TORO CO
COM
891092108
542
5258
SH
SOLE
5258
0
0
TRACTOR SUPPLY CO
COM
892356106
13346
75368
SH
SOLE
75368
0
0
TRANE TECHNOLOGIES PLC
SHS
G8994E103
4747
28674
SH
SOLE
28674
0
0
TRIMBLE INC
COM
896239100
10485
134786
SH
SOLE
134786
0
0
UNITEDHEALTH GROUP INC
COM
91324P102
31158
83742
SH
SOLE
83742
0
0
V F CORP
COM
918204108
717
8973
SH
SOLE
8973
0
0
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
72724
351850
SH
SOLE
351850
0
0
VANGUARD STAR FDS
VG TL INTL STK F
921909768
320
5097
SH
SOLE
5097
0
0
VERINT SYS INC
COM
92343X100
442
9709
SH
SOLE
9709
0
0
VERIZON COMMUNICATIONS INC
COM
92343V104
1828
31438
SH
SOLE
31438
0
0
VERTEX PHARMACEUTICALS INC
COM
92532F100
5659
26336
SH
SOLE
26336
0
0
VISA INC
COM CL A
92826C839
26265
124049
SH
SOLE
124049
0
0
VISTEON CORP
COM NEW
92839U206
1411
11567
SH
SOLE
11567
0
0
VOYA FINANCIAL INC
COM
929089100
312
4903
SH
SOLE
4903
0
0
VULCAN MATLS CO
COM
929160109
4987
29554
SH
SOLE
29554
0
0
WALKER & DUNLOP INC
COM
93148P102
1562
15207
SH
SOLE
15207
0
0
WASTE CONNECTIONS INC
COM
94106B101
3828
35453
SH
SOLE
35453
0
0
WILLIAMS COS INC
COM
969457100
1202
50727
SH
SOLE
50727
0
0
WILLIAMS SONOMA INC
COM
969904101
2048
11429
SH
SOLE
11429
0
0
XPENG INC
ADS
98422D105
427
11700
SH
SOLE
11700
0
0
YELP INC
CL A
985817105
1660
42555
SH
SOLE
42555
0
0
YETI HLDGS INC
COM
98585X104
8903
123298
SH
SOLE
123298
0
0
YUM BRANDS INC
COM
988498101
488
4508
SH
SOLE
4508
0
0
ZEBRA TECHNOLOGIES CORPORATI
CL A
989207105
1862
3837
SH
SOLE
3837
0
0
ZOETIS INC
CL A
98978V103
6346
40300
SH
SOLE
40300
0
0