0001555829-12-000015.txt : 20121220 0001555829-12-000015.hdr.sgml : 20121220 20121220151949 ACCESSION NUMBER: 0001555829-12-000015 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20091231 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: 121277114 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 123109file.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, 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:$152,573(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 --------------------------- --------------- -------- ------- ------- --- ---- ------- -------- -------- ----- ----- BP PLC SPONSORED ADR 055622104 880 15173 SH SOLE 15173 JOHNSON & JOHNSON COM 478160104 2593 40262 SH SOLE 40262 VODAFONE GROUP PLC NEW SPONS ADR NEW 92857W209 1740 75350 SH SOLE 75350 APPLE INC COM 037833100 12015 57014 SH SOLE 57014 BAXTER INTL INC COM 071813109 7254 123617 SH SOLE 123617 BUNGE LIMITED COM G16962105 4902 76803 SH SOLE 76803 CHINA MOBILE LIMITED SPONSORED ADR 16941M109 4693 101075 SH SOLE 101075 CISCO SYS INC COM 17275R102 10963 457956 SH SOLE 457956 GOOGLE INC CL A 38259P508 11674 18829 SH SOLE 18829 COCA COLA CO COM 191216100 6638 116448 SH SOLE 116448 MCDONALDS CORP COM 580135101 9677 154974 SH SOLE 154974 MONSANTO CO NEW COM 61166W101 4527 55381 SH SOLE 55381 MICROSOFT CORP COM 594918104 14334 470282 SH SOLE 470282 NIKE INC CL B 654106103 4243 64215 SH SOLE 64215 NOVARTIS A G SPONSORED ADR 66987V109 9676 177778 SH SOLE 177778 PEPSICO INC COM 713448108 6803 111886 SH SOLE 111886 PROCTER & GAMBLE CO COM 742718109 7838 129271 SH SOLE 129271 ROYAL DUTCH SHELL PLC SPONS ADR A 780259206 5532 92027 SH SOLE 92027 TELEFONICA S A SPONSORED ADR 879382208 6531 78200 SH SOLE 78200 WAL MART STORES INC COM 931142103 6189 115795 SH SOLE 115795 SELECT SECTOR SPDR TR SBI INT-ENERGY 81369Y506 7832 137373 SH SOLE 137373 YUM BRANDS INC COM 988498101 6039 172683 SH SOLE 172683