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Thesis by Company

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Ticker
Name
Mangers
Updates
Updated
Sentiment
ASX:RIC
Ridley Corporation Ltd
5
11
March 2026
No Change
ASX:WMA
Wam Alternative Assets Ltd
1
1
March 2026
No Change
ASX:WDS
Woodside Energy Group Ltd
13
24
March 2026
No Change
ASX:MND
Monadelphous Group Ltd
2
8
March 2026
No Change
ASX:GPT
GPT Group
2
3
March 2026
No Change
ASX:MPL
Medibank Private Ltd
6
9
March 2026
Exit
ASX:COL
Coles Group Ltd
6
9
March 2026
Exit
ASX:IEL
Idp Education Ltd
15
40
March 2026
Exit
ASX:SDF
Steadfast Group Ltd
2
3
March 2026
Exit
ASX:AUB
AUB Group Ltd
8
13
March 2026
Exit
ASX:CBA
Commonwealth Bank of Australia
15
20
March 2026
Exit
ASX:SDR
Siteminder Ltd
11
22
March 2026
Exit
ASX:SOL
Washington H. Soul Pattinson and Co Ltd
8
8
March 2026
Exit
ASX:SB2
Salter Brothers Emerging Companies Ltd Fully Paid Ord. Shrs
1
5
March 2026
Exit
ASX:WTC
WiseTech Global Ltd
23
64
March 2026
Exit
ASX:BHP
BHP Group Ltd
17
20
March 2026
Exit
ASX:GQG
GQG Partners Inc
10
26
March 2026
Exit
ASX:NEC
Nine Entertainment Co Holdings Ltd
4
7
March 2026
Exit
ASX:WES
Wesfarmers Ltd
10
12
March 2026
Exit
ASX:NXT
Nextdc Ltd
12
27
March 2026
Exit
ASX:QAN
Qantas Airways Ltd
7
27
March 2026
Exit
ASX:TLS
Telstra Group Ltd
12
18
March 2026
Exit
ASX:IPX
Iperionx Ltd
5
29
February 2026
No Change
ASX:NAB
National Australia Bank Ltd
5
10
February 2026
No Change
ASX:ZIP
Zip Co Ltd
24
72
February 2026
No Change
ASX:AIM
Ai-Media Technologies Ltd
7
26
February 2026
No Change
ASX:SXE
Southern Cross Electrical Engineer Ltd
8
10
February 2026
No Change
ASX:CSC
Capstone Copper Corp CDI
9
16
February 2026
No Change
ASX:SIG
Sigma Healthcare Ltd
9
21
February 2026
No Change
ASX:ACE
Acusensus Ltd
2
11
February 2026
No Change
ASX:QUB
Qube Holdings Ltd
6
9
February 2026
No Change
ASX:HMC
HMC Capital Ltd
11
21
February 2026
No Change
ASX:FCL
FINEOS Corporation Holdings PLC
6
11
February 2026
No Change
ASX:CUP
Count Ltd
3
8
February 2026
No Change
ASX:IAM
Income Asset Management Group Ltd
1
3
February 2026
No Change
ASX:EDU
EDU Holdings Ltd
4
24
February 2026
No Change
ASX:RDY
Readytech Holdings Ltd
4
9
February 2026
No Change
ASX:CU6
Clarity Pharmaceuticals Ltd
7
23
February 2026
No Change
ASX:RPM
Rpm Automotive Group Ltd
1
7
February 2026
No Change
ASX:RHC
Ramsay Health Care Ltd Fully Paid Ord. Shrs
16
31
February 2026
No Change
ASX:FRS
Forrestania Resources Ltd
1
1
February 2026
No Change
ASX:EIQ
EchoIQ Ltd
2
4
February 2026
No Change
ASX:MP1
Megaport Ltd
10
24
February 2026
No Change
ASX:BWN
Bhagwan Marine Ltd
3
5
February 2026
No Change
ASX:RZI
RAIZ Invest Ltd
3
18
February 2026
No Change
ASX:BXN
Bioxyne Ltd
3
5
February 2026
No Change
ASX:ANG
Austin Engineering Ltd
11
39
February 2026
No Change
ASX:CCR
Credit Clear Ltd
5
13
February 2026
No Change
ASX:CIN
Carlton Investments Ltd Fully Paid Ord. Shrs
2
3
February 2026
No Change
ASX:NWH
NRW Holdings Limited
8
12
February 2026
No Change
ASX:NST
Northern Star Resources Ltd
12
23
February 2026
No Change
ASX:AFL
AF Legal Group Ltd
2
8
February 2026
No Change
ASX:WOW
Woolworths Group Ltd
11
16
February 2026
No Change
ASX:ORI
Orica Ltd
6
9
February 2026
No Change
ASX:VVA
Viva Leisure Ltd
3
3
February 2026
No Change
ASX:EML
EML Payments Ltd
10
40
February 2026
No Change
ASX:MTM
Metallium Ltd
3
11
February 2026
No Change
ASX:GLF
GemLife Communities Group
5
7
February 2026
No Change
ASX:ATV
ActivePort Group Ltd
1
1
February 2026
No Change
ASX:ALL
Aristocrat Leisure Ltd
13
25
February 2026
No Change
ASX:VBC
Verbrec Ltd
2
10
February 2026
No Change
ASX:JBH
JB Hi-Fi Ltd
6
8
February 2026
No Change
ASX:EQR
EQ Resources Ltd
1
1
February 2026
No Change
ASX:WGN
Wagners Holding Company Ltd
6
9
February 2026
No Change
ASX:SHM
Shriro Holdings Ltd
1
5
February 2026
No Change
ASX:EVN
Evolution Mining Ltd
7
30
February 2026
No Change
ASX:GNP
GenusPlus Group Ltd Fully Paid Ord. Shrs
6
14
February 2026
No Change
ASX:MGH
Maas Group Holdings Ltd
6
18
February 2026
No Change
ASX:BRE
Brazilian Rare Earths Ltd
2
17
February 2026
No Change
ASX:ALC
Alcidion Group Ltd
5
29
February 2026
No Change
ASX:CAR
CAR Group Limited
10
19
February 2026
No Change
ASX:WEB
Web Travel Group Ltd
9
23
February 2026
No Change
ASX:A2M
A2 Milk Company Ltd
8
20
February 2026
No Change
ASX:MGR
Mirvac Group
5
6
February 2026
No Change
ASX:QBE
QBE Insurance Group Ltd
12
27
February 2026
No Change
ASX:DMP
Domino's Pizza Enterprises Ltd
9
20
February 2026
Initiate
ASX:CHC
Charter Hall Group
12
23
February 2026
Initiate
ASX:HUB
Hub24 Ltd
18
45
February 2026
Initiate
ASX:PME
Pro Medicus Ltd
19
40
February 2026
Initiate
ASX:GMG
Goodman Group
19
33
February 2026
Initiate
ASX:ATM
Aneka Tambang (Persero) Tbk (Pt) CDI
1
1
February 2026
Initiate
ASX:TLC
Lottery Corporation Ltd
6
7
February 2026
Initiate
ASX:NEM
Newmont Corporation CDI
16
55
February 2026
Initiate
ASX:CSL
CSL Ltd
32
69
February 2026
Initiate
ASX:DOW
Downer EDI Ltd
2
11
February 2026
Initiate
ASX:AZJ
Aurizon Holdings Ltd
9
16
February 2026
Initiate
ASX:JDO
Judo Capital Holdings Ltd
6
9
February 2026
Initiate
ASX:VNT
Ventia Services Group Ltd
9
12
February 2026
Initiate
ASX:BXB
Brambles Ltd
8
9
February 2026
Initiate
ASX:WBC
Westpac Banking Corp
4
5
February 2026
No Change
ASX:MQG
Macquarie Group Ltd
12
22
February 2026
No Change
ASX:IAG
Insurance Australia Group Ltd
9
16
February 2026
No Change
ASX:SGH
SGH Ltd
10
18
February 2026
No Change
ASX:CDA
Codan Ltd
13
24
February 2026
No Change
ASX:ABB
Aussie Broadband Ltd
10
25
February 2026
No Change
ASX:IDX
Integral Diagnostics Ltd
10
11
February 2026
No Change
ASX:CVW
Clearview Wealth Ltd
4
8
February 2026
No Change
ASX:WOR
Worley Ltd
12
28
February 2026
Increase
ASX:REA
Rea Group Ltd
12
18
February 2026
Increase
ASX:RIO
Rio Tinto Ltd
9
15
February 2026
Increase
ASX:AMC
Amcor CDI
9
13
February 2026
Increase
ASX:ALX
Atlas Arteria Group
3
4
February 2026
Increase
ASX:XRO
Xero Ltd
17
38
February 2026
Increase
ASX:TUA
Tuas Ltd
12
28
February 2026
No Change
ASX:PYC
PYC Therapeutics Ltd
2
11
February 2026
No Change
ASX:NWL
Netwealth Group Ltd
11
26
February 2026
No Change
ASX:PHX
Pharmx Technologies Ltd
3
5
February 2026
No Change
ASX:SND
Saunders International Ltd
2
12
February 2026
No Change
ASX:BTC
BTC Health Ltd
2
5
February 2026
No Change
ASX:CCG
Comms Group Ltd
4
6
February 2026
No Change
ASX:BRI
Big River Industries Ltd
3
8
February 2026
No Change
ASX:FPH
Fisher & Paykel Healthcare Corporatn Ltd
9
21
February 2026
No Change
ASX:BCM
Brazilian Critical Minerals Ltd
1
1
February 2026
No Change
ASX:VEA
Viva Energy Group Ltd
6
11
February 2026
No Change
ASX:RMD
Resmed CDI
22
58
February 2026
No Change
ASX:ASX
ASX Ltd
6
8
February 2026
No Change
ASX:FDR
Finder Energy Holdings Ltd
1
1
February 2026
No Change
ASX:BCA
Black Canyon Ltd
1
1
February 2026
No Change
ASX:PPL
Pureprofile Ltd
4
12
January 2026
No Change
ASX:SNL
Supply Network Ltd
7
13
January 2026
No Change
ASX:FID
Fiducian Group Ltd
2
8
January 2026
No Change
ASX:RXR
Robex Resources CDI
1
3
January 2026
No Change
ASX:GDG
Generation Development Group Ltd
14
38
January 2026
No Change
ASX:360
Life360 Inc
33
108
January 2026
No Change
ASX:CD2
CD Equity Fund II Pvt
1
1
January 2026
No Change
ASX:SBZ
Schoolblazer Ltd
2
7
January 2026
No Change
ASX:QPM
QPM Energy Ltd
2
7
January 2026
No Change
ASX:ABV
Advanced Braking Technology Ltd
1
2
January 2026
No Change
ASX:CMG
Critical Minerals Group Ltd
1
1
January 2026
No Change
ASX:SFR
Sandfire Resources Ltd
8
17
January 2026
No Change
ASX:RG1
Regal Partners Global Investments Ltd
1
5
January 2026
No Change
ASX:ELS
Elsight Ltd
2
2
January 2026
No Change
ASX:LNW
Light & Wonder Inc CHESS
23
64
January 2026
No Change
ASX:VGN
Virgin Australia Holdings Ltd
3
5
January 2026
No Change
ASX:SKS
SKS Technologies Group Ltd
6
11
January 2026
No Change
ASX:WGX
Westgold Resources Ltd
9
17
January 2026
No Change
ASX:QOR
Qoria Ltd
13
20
January 2026
No Change
ASX:PPS
Praemium Ltd
7
16
January 2026
No Change
ASX:CAT
Catapult Sports Ltd
21
54
January 2026
No Change
ASX:REG
Regis Healthcare Ltd
14
32
January 2026
No Change
ASX:KYP
Kinatico Ltd
1
2
January 2026
No Change
ASX:AER
Aeeris Ltd
2
3
January 2026
No Change
ASX:STO
Santos Ltd
15
27
January 2026
No Change
ASX:A1M
AIC Mines Ltd (Australia)
5
7
January 2026
No Change
ASX:XYZ
Block CDI
16
47
January 2026
No Change
ASX:TLX
Telix Pharmaceuticals Ltd
18
45
January 2026
No Change
ASX:ELV
Elevra Lithium Ltd
2
3
January 2026
No Change
ASX:FND
Findi Ltd
3
16
January 2026
No Change
ASX:GGP
Greatland Resources Ltd
7
12
January 2026
No Change
ASX:PLT
Plenti Group Ltd
6
15
January 2026
No Change
ASX:ACU
Acumentis Group Ltd
2
2
January 2026
No Change
ASX:PMV
Premier Investments Ltd
9
17
January 2026
No Change
ASX:AD8
Audinate Group Ltd
6
16
January 2026
No Change
ASX:PEN
Peninsula Energy Ltd
3
4
January 2026
No Change
ASX:BSL
BlueScope Steel Ltd
14
34
January 2026
No Change
ASX:CYG
Coventry Group Ltd
1
1
January 2026
No Change
ASX:NXG
Nexgen Energy (Canada) CDI
8
18
January 2026
No Change
ASX:SMR
Stanmore Resources Ltd
5
10
January 2026
No Change
ASX:IMM
Immutep Ltd
3
7
January 2026
No Change
ASX:DUR
Duratec Ltd
7
9
January 2026
No Change
ASX:COH
Cochlear Ltd
7
15
January 2026
No Change
ASX:PNV
Polynovo Ltd
4
12
January 2026
Exit
ASX:BVS
Bravura Solutions Ltd
13
27
January 2026
Exit
ASX:OFX
OFX Group Ltd Fully Paid Ord. Shrs
6
21
January 2026
Exit
ASX:MAH
Macmahon Holdings Ltd
6
16
January 2026
Exit
ASX:ARX
Aroa Biosurgery Ltd
3
9
January 2026
Exit
ASX:SUN
Suncorp Group Ltd
6
8
January 2026
Initiate
ASX:ALD
Ampol Ltd
11
19
January 2026
Initiate
ASX:GYG
Guzman Y Gomez Ltd
8
12
January 2026
Initiate
ASX:APZ
Aspen Group Ltd
6
14
January 2026
Initiate
ASX:ALQ
ALS Ltd
7
11
January 2026
Initiate
ASX:IGO
IGO Ltd
6
6
January 2026
Initiate
ASX:PWR
Peter Warren Automotive Holdings Ltd
3
3
January 2026
Initiate
ASX:JYC
Joyce Corporation Ltd
2
3
January 2026
Initiate
ASX:TWE
Treasury Wine Estates Ltd
11
17
January 2026
Initiate
ASX:KAR
Karoon Energy Ltd
7
15
January 2026
Initiate
ASX:BGL
Bellevue Gold Ltd
8
15
January 2026
Initiate
ASX:BPT
Beach Energy Ltd
7
10
January 2026
Initiate
ASX:ALV
Alvo Minerals Ltd
1
1
January 2026
Initiate
ASX:LIN
Lindian Resources Ltd
2
2
January 2026
Initiate
ASX:PC2
PC Gold Ltd
1
1
January 2026
Initiate
ASX:NCK
Nick Scali Limited
11
21
January 2026
Initiate
ASX:DXB
Dimerix Ltd
2
2
January 2026
Initiate
ASX:MOV
Move Logistics Group Ltd
1
7
December 2025
No Change
ASX:EOS
Electro Optic Systems Holdings Ltd
5
11
December 2025
No Change
ASX:PEX
Peel Mining Ltd
1
1
December 2025
No Change
ASX:IPG
IPD Group Ltd
4
6
December 2025
No Change
ASX:LYC
Lynas Rare Earths Ltd
4
5
December 2025
No Change
ASX:BGD
Barton Gold Holdings Ltd
1
1
December 2025
No Change
ASX:SKC
Skycity Entertainment Group Ltd
1
4
December 2025
No Change
ASX:VYS
Vysarn Ltd
6
10
December 2025
No Change
ASX:AJX
Alexium International Group Ltd
1
1
December 2025
No Change
ASX:CCV
Cash Converters International Ltd
3
6
December 2025
No Change
ASX:SYL
Symal Group Ltd
6
11
December 2025
No Change
ASX:JIN
Jumbo Interactive Ltd
9
19
December 2025
No Change
ASX:HFR
Highfield Resources Ltd
1
1
December 2025
No Change
ASX:FFM
Firefly Metals Ltd
5
7
December 2025
No Change
ASX:HLS
Healius Ltd
4
7
December 2025
No Change
ASX:HCW
Healthco Healthcare and Wellness Reit
2
4
December 2025
No Change
ASX:OBM
Ora Banda Mining Ltd
10
21
December 2025
No Change

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Thesis-Tracker.com is Australia's largest professional investment commentary database. Thesis Tracker covers ASX listed companies with 5,000+ insights provided directly from financial services professionals. Thesis-Tracker.com does not enter into commercial arrangements with any of the featured financial services professionals nor publish proprietary opinions. Before making a decision please consider these and any relevant Product Disclosure Statement. Any advice on this site is general in nature and does not take into consideration your objectives, financial situation or needs.

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