0001555829-12-000016.txt : 20121220
0001555829-12-000016.hdr.sgml : 20121220
20121220154525
ACCESSION NUMBER: 0001555829-12-000016
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 1
CONFORMED PERIOD OF REPORT: 20090930
FILED AS OF DATE: 20121220
DATE AS OF CHANGE: 20121220
EFFECTIVENESS DATE: 20121220
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: 121277232
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
093009file.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: September 30, 2009
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 December 20, 2012
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:22
Form 13F Information Table Value Total:$128,747(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 TR INDEX DJ SEL DIV INX 464287168 3444 83441 SH SOLE 83441
JOHNSON & JOHNSON COM 478160104 1627 26713 SH SOLE 26713
VODAFONE GROUP PLC NEW SPONS ADR NEW 92857W209 1208 53701 SH SOLE 53701
APPLE INC COM 037833100 10469 56485 SH SOLE 56485
BAXTER INTL INC COM 071813109 6415 112523 SH SOLE 112523
BUNGE LIMITED COM G16962105 3620 57812 SH SOLE 57812
CHINA MOBILE LIMITED SPONSORED ADR 16941M109 5487 111724 SH SOLE 111724
CISCO SYS INC COM 17275R102 8700 369580 SH SOLE 369580
GOOGLE INC CL A 38259P508 9140 18434 SH SOLE 18434
COCA COLA CO COM 191216100 7616 141824 SH SOLE 141824
MCDONALDS CORP COM 580135101 6543 114649 SH SOLE 114649
MONSANTO CO NEW COM 61166W101 4214 54439 SH SOLE 54439
MICROSOFT CORP COM 594918104 8814 342691 SH SOLE 342691
NIKE INC CL B 654106103 4169 64437 SH SOLE 64437
NOVARTIS A G SPONSORED ADR 66987V109 8600 170698 SH SOLE 170698
PEPSICO INC COM 713448108 6944 118373 SH SOLE 118373
PROCTER & GAMBLE CO COM 742718109 7255 125265 SH SOLE 125265
ROYAL DUTCH SHELL PLC SPONS ADR A 780259206 4808 84070 SH SOLE 84070
TELEFONICA S A SPONSORED ADR 879382208 6105 73637 SH SOLE 73637
VANGUARD INTL EQUITY F MSCI EMR MKT ETF922042858 1990 51638 SH SOLE 51638
WAL MART STORES INC COM 931142103 5415 110300 SH SOLE 110300
SELECT SECTOR SPDR TR SBI INT-ENERGY 81369Y506 6164 114311 SH SOLE 114311