TechInvestment.com [Bunting Pty Ltd: ABN 64 096 255 668] is a long equity investor founded almost 25 years ago in March 2001. It invests in NASDAQ and NYSE listed technology companies.
The company's portfolio was created with AUD 100,000 invested in Apple (98%) and Google (2%).
As at 6 January 2026 that portfolio was valued at USD 20.104 million = AUD 29.832 million [AUD:USD 0.67391].
Our focus is on advanced technologies, including:
A tensor processing unit (TPU) is a custom-developed, application-specific integrated circuit (ASIC) designed by Google specifically to accelerate tensor flow machine learning (ML) workloads. Unlike general-purpose CPUs or graphics-focused GPUs, TPUs are engineered for the high-volume matrix and tensor operations fundamental to neural networks. TPUs are available via Google Cloud.
We look forward to the opportunity to invest in Tesla's Optimus Gen 3 robots - perhaps even buying one for evaluation and demonstration.
In 2025 sovereign wealth and public pension fund investors poured USD132 billion, roughly half of their total investments for the year, into USA. Sovereign wealth funds managed USD 66 billion in AI and digitisation in 2025, according to the Global SWF Year in Review 2025: The Ideas, Power Shifts and Structures That Defined Sovereign Capital", 30 Dec 2025.
US economic, trade, political and international issues in 2026 create a great deal of uncertainty (risk) in US investment. This may also increase AUD:USD currency risk - which may represent an additional cost to our AUD-denominated portfolio.
Most of our strategic investments are in NASDAQ and NYSE in USA. This is because:
Our portfolio includes 6 of the "Magnificent Seven" companies: Apple, Alphabet, Amazon, Meta, NVIDIA and Tesla.
The 17th company, Microsoft, is in and out of the portfolio based on projected performance.
The sum of market capitalisations of the 12 stocks in our portfolio at 31 Dec 2025 was about USD 21.0 trillion, about AUD 31.3 trillion.
The Composition of TechInvestment's Portfolio [As at 6 Jan 2026]
The Structure and Performance of TechInvestment's Portfolio [As at 7 Jan 2026]
| Ticker | Company | Weight | Mkt Cap USD |
*Profit AUD |
**12 Month Growth |
News |
|---|---|---|---|---|---|---|
| AAPL | Apple, Inc | 61.46% | 3.83 tn | Ⲡ2,248.51% | Ⲡ6.73% | News |
| AMZN | Amazon.com, Inc | 6.21% | 2.63 tn | Ⲡ1,214.36% | Ⲡ10.88% | News |
| GOOG | Alphabet, Inc Class A | 4.11% | 3.93 tn | Ⲡ1,412.92% | Ⲡ66.85% | News |
| GOOGL | Alphabet, Inc Class C | 5.25% | 3.93 tn | Ⲡ397.66% | Ⲡ67.80% | News |
| IBM | IBM | 0.01% | 283.0 bn | đť 4.10% | Ⲡ35.64% | News |
| IONQ | IonQ | 0.34% | 17.9 bn | Ⲡ53.55% | Ⲡ66.78% | News |
| META | Meta (Facebook) | 3.26% | 1.63 tn | Ⲡ4,682.328% | Ⲡ5.79% | News |
| NVDA | Nvidia | 1.77% | 4.50 tn | Ⲡ40.48% | Ⲡ32.07% | News |
| PLTR | Palantir | 0.89% | 421.4 bn | Ⲡ90.87% | Ⲡ159.21% | News |
| QBTS | D-Wave Quantum | 14.06% | 10.25 bn | Ⲡ606.56% | Ⲡ380.00% | News |
| RGTI | Rigetti Computing | 2.48% | 8.33 bn | Ⲡ110.61% | Ⲡ151.49% | News |
| TSLA | Tesla | 0.07% | 1.37 tn | đť 3.02% | Ⲡ10.35% | News |
*Profit = Profit since acquisition, as calculated and reported by CMC Markets
**12 Month = Price increase over the past 12 months, as calculated and reported by Google Finance.