0001555829-13-000001.txt : 20130114 0001555829-13-000001.hdr.sgml : 20130114 20130114145159 ACCESSION NUMBER: 0001555829-13-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20121231 FILED AS OF DATE: 20130114 DATE AS OF CHANGE: 20130114 EFFECTIVENESS DATE: 20130114 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Gareth Morgan 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: 13527701 BUSINESS ADDRESS: STREET 1: LEVEL 10, 109 FEATHERSTON STREET STREET 2: PO BOX 10068 CITY: WELLINGTON STATE: Q2 ZIP: 6143 BUSINESS PHONE: 006444946079 MAIL ADDRESS: STREET 1: LEVEL 10, 109 FEATHERSTON STREET STREET 2: PO BOX 10068 CITY: WELLINGTON STATE: Q2 ZIP: 6143 13F-HR 1 123112upload.txt UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 13F Form 13F COVER PAGE Report for the Calendar Year or Quarter Ended: December 31, 2012 Check here if Amendment [ ]; Amendment Number: ____ This Amendment (Check only one.):[ ]is a restatement. [ ]adds new holding entries. Institutional Investment Manager Filing this Report: Name: Gareth Morgan Investments Limited Partnership Address: Level 10, 109 Featherston Street, Wellington 6011, New Zealand 13F File Number: The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form. Person Signing this Report on Behalf of Reporting Manager: Name: Stephan Clark Title: Senior Business Analyst Phone: + 64 9 4427645 Signature, Place, and Date of Signing: /s/ Stephan Clark Auckland, New Zealand January 14, 2013 Report Type (Check only one.): [X] 13F HOLDINGS REPORT. (Check here if all holdings of this reporting manager are reported in this report.) [ ] 13F NOTICE. (Check here if no holdings reported are in this report, and all holdings are reported by other reporting manager(s).) [ ] 13F COMBINATION REPORT. (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).) FORM 13F SUMMARY PAGE Report Summary: Number of Other Included Managers: 0 Form 13F Information Table Entry Total:33 Form 13F Information Table Value Total:$510,247(thousands) List of Other Included Managers: Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional managers with respect to which this report is filed, other than the manager filing this report. NONE FORM 13F INFORMATION TABLE

VALUE SHARES/ SH/ PUT/ INVSTMT OTHER VOTING AUTHORITY NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000)PRN AMT PRN CALL DSCRETN MANAGERS SOLE SHARED NONE --------------------------- --------------- -------- ------- ------- --- ---- ------- -------- -------- ----- ----- ISHARES INC CTR WLD MINVL 464286525 19121 343713 SH SOLE 343713 ISHARES TR S&P SMLCAP 600 464287804 19144 245120 SH SOLE 245120 VANGUARD TAX MANAGED INTL FD MSCI EAFE ETF 921943858 60658 1721772 SH SOLE 1721772 VANGUARD INDEX FDS TOTAL STK MKT 922908769 49430 674534 SH SOLE 674534 VANGUARD INTL EQUITY F MSCI EMR MKT ETF922042858 44389 996827 SH SOLE 996827 JOHNSON & JOHNSON COM 478160104 414 5904 SH SOLE 5904 VODAFONE GROUP PLC NEW SPONS ADR NEW 92857W209 314 12460 SH SOLE 12460 APPLE INC COM 037833100 30916 58094 SH SOLE 58094 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 6351 95508 SH SOLE 95508 AMERICAN EXPRESS CO COM 025816109 8595 149529 SH SOLE 149529 BLACKROCK INC COM 09247X101 19058 92195 SH SOLE 92195 CSX CORP COM 126408103 9921 502816 SH SOLE 502816 FEDEX CORP COM 31428X106 9491 103475 SH SOLE 103475 GOOGLE INC CL A 38259P508 22889 32357 SH SOLE 32357 JPMORGAN CHASE & CO COM 46625H100 13346 303536 SH SOLE 303536 COCA COLA CO COM 191216100 14421 397822 SH SOLE 397822 KROGER CO COM 501044101 11071 425495 SH SOLE 425495 MCDONALDS CORP COM 580135101 12459 141237 SH SOLE 141237 NIKE INC CL B 654106103 8863 171754 SH SOLE 171754 NOVARTIS A G SPONSORED ADR 66987V109 9261 146306 SH SOLE 146306 PEPSICO INC COM 713448108 8704 127202 SH SOLE 127202 POTASH CORP SASK INC COM 73755L107 10117 248643 SH SOLE 248643 ROYAL DUTCH SHELL PLC SPONS ADR A 780259206 6378 92497 SH SOLE 92497 REPUBLIC SVCS INC COM 760759100 9094 310050 SH SOLE 310050 SAP AG SPON ADR 803054204 10942 136126 SH SOLE 136126 SBA COMMUNICATIONS CORP COM 78388J106 142 2000 SH SOLE 2000 STATE STR CORP COM 857477103 7938 168848 SH SOLE 168848 STANLEY BLACK & DECKER INC COM 854502101 10710 144789 SH SOLE 144789 VISA INC COM CL A 92826C839 11601 76536 SH SOLE 76536 WELLS FARGO & CO NEW COM 949746101 13266 388132 SH SOLE 388132 SELECT SECTOR SPDR TR SBI INT-ENERGY 81369Y506 23734 332318 SH SOLE 332318 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 21877 548565 SH SOLE 548565 YUM BRANDS INC COM 988498101 5632 84814 SH SOLE 84814