0001555829-13-000003.txt : 20130418 0001555829-13-000003.hdr.sgml : 20130418 20130417182545 ACCESSION NUMBER: 0001555829-13-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20130331 FILED AS OF DATE: 20130418 DATE AS OF CHANGE: 20130417 EFFECTIVENESS DATE: 20130418 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: 13767851 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 033113upload.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: March 31, 2013 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 April 17, 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:39 Form 13F Information Table Value Total:$577,823(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 30563 493033 SH SOLE 493033 ISHARES TR S&P SMLCAP 600 464287804 20291 233067 SH SOLE 233067 VANGUARD TAX MANAGED INTL FD MSCI EAFE ETF 921943858 30816 845887 SH SOLE 845887 VANGUARD INDEX FDS TOTAL STK MKT 922908769 26655 329236 SH SOLE 329236 JOHNSON & JOHNSON COM 478160104 422 5174 SH SOLE 5174 VODAFONE GROUP PLC NEW SPONS ADR NEW 92857W209 310 10928 SH SOLE 10928 APPLE INC COM 037833100 24064 54363 SH SOLE 54363 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 11027 145144 SH SOLE 145144 AUTOMATIC DATA PROCESSING IN COM 053015103 14044 215960 SH SOLE 215960 AMERICAN EXPRESS CO COM 025816109 10519 155928 SH SOLE 155928 BLACKROCK INC COM 09247X101 19086 74298 SH SOLE 74298 CSX CORP COM 126408103 13921 565218 SH SOLE 565218 DOMINOS PIZZA INC COM 25754A201 12462 242267 SH SOLE 242267 E M C CORP MASS COM 268648102 10477 438563 SH SOLE 438563 ENERGIZER HLDGS INC COM 29266R108 6725 67428 SH SOLE 67428 EXPRESS SCRIPTS HLDG CO COM 30219G108 11349 196966 SH SOLE 196966 FEDEX CORP COM 31428X106 14519 147849 SH SOLE 147849 GOOGLE INC CL A 38259P508 21488 27056 SH SOLE 27056 INTERNATIONAL BUSINESS MACHS COM 459200101 1094 5127 SH SOLE 5127 JPMORGAN CHASE & CO COM 46625H100 21097 444522 SH SOLE 444522 COCA COLA CO COM 191216100 17361 429300 SH SOLE 429300 KROGER CO COM 501044101 14572 439715 SH SOLE 439715 MCDONALDS CORP COM 580135101 18206 182629 SH SOLE 182629 MONDELEZ INTL INC CL A 609207105 10374 338858 SH SOLE 338858 NIKE INC CL B 654106103 13738 232809 SH SOLE 232809 NOVARTIS A G SPONSORED ADR 66987V109 18273 256502 SH SOLE 256502 ORACLE CORP COM 68389X105 919 28414 SH SOLE 28414 PEPSICO INC COM 713448108 15435 195109 SH SOLE 195109 ROYAL DUTCH SHELL PLC SPONS ADR A 780259206 6635 101829 SH SOLE 101829 ROSS STORES INC COM 778296103 10184 168000 SH SOLE 168000 REPUBLIC SVCS INC COM 760759100 14297 433251 SH SOLE 433251 SAP AG SPON ADR 803054204 13511 167760 SH SOLE 167760 STATE STR CORP COM 857477103 6250 105769 SH SOLE 105769 STANLEY BLACK & DECKER INC COM 854502101 6162 76108 SH SOLE 76108 VISA INC COM CL A 92826C839 15519 91377 SH SOLE 91377 WELLS FARGO & CO NEW COM 949746101 18383 496985 SH SOLE 496985 SELECT SECTOR SPDR TR SBI INT-ENERGY 81369Y506 32222 406283 SH SOLE 406283 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 39368 855667 SH SOLE 855667 YUM BRANDS INC COM 988498101 5485 76238 SH SOLE 76238