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Airlie Australian Share Fund's investment thesis on Aristocrat Leisure Limited ($ALL.AX) — Q2 2026 | Buyside Digest

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$ALL.AXNASDAQAristocrat Leisure Limited

BULL

Airlie Australian Share Fund—ALL.AX

Fund Letter

Q2 2026

Published July 21, 2026

View Fund Profile

$66.26USD

+8.6% vs last month

$60.79Pitched

+9.0% since pitch

Market Cap$39.7B

P/E (TTM)N/A

52-Wk RangeN/A

Div. YieldN/A

Technical Chart

From the Fund Letter

The Airlie Australian Share Fund returned 10.6% for the quarter net of fees, outperforming the S&P/ASX 200 by 6.5% after fees, though the fund underperformed by 2.0% for the full fiscal year. The quarter saw...

— Emma Fisher & Matt Williams

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