Troy Asset Management Ltd
Top Portfolio Positions
30 positions ·
$3,385,854,339 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| V |
Visa Inc.
Financial Services
|
1,631,911 | $493,228,780 | 14.57% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
1,479,661 | $425,491,317 | 12.57% | |
| CB |
Chubb Ltd
Financial Services
|
874,776 | $285,115,741 | 8.42% | |
| A |
Agilent Technologies, Inc.
Healthcare
|
2,413,232 | $275,060,183 | 8.12% | |
| HUBB |
Hubbell Inc
Industrials
|
553,981 | $271,860,635 | 8.03% | |
| CNI |
Canadian National Railway Co
Industrials
|
2,628,962 | $270,178,424 | 7.98% | |
| MSFT |
Microsoft Corp
Technology
|
687,272 | $254,407,476 | 7.51% | |
| ALC |
Alcon Inc
Healthcare
|
2,988,435 | $225,178,577 | 6.65% | |
| VRSN |
Verisign Inc/Ca
Technology
|
783,354 | $194,553,799 | 5.75% | |
| ADBE |
Adobe Inc.
Technology
|
524,867 | $127,584,670 | 3.77% |
Portfolio Trend
25 quarters · across all stocks
Holdings in A
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $275,060,183 | 2,413,232 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $327,365,778 | 2,405,863 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $308,574,064 | 2,404,161 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $282,966,738 | 2,397,820 | Shares | Sole | 2025-11-07 | |
| 2025-03-31 | $280,496,983 | 2,397,820 | Shares | Sole | 2025-11-07 | |
| 2024-12-31 | $130,726,657 | 973,103 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $144,646,840 | 974,184 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $124,487,837 | 960,332 | Shares | Sole | 2025-12-03 | |
| 2024-03-31 | $152,188,763 | 1,045,899 | Shares | Sole | 2024-09-10 | |
| 2023-12-31 | $144,516,957 | 1,039,466 | Shares | Sole | 2024-09-10 | |
| 2023-09-30 | $114,509,494 | 1,024,052 | Shares | Sole | 2024-09-10 | |
| 2023-06-30 | $121,509,017 | 1,010,470 | Shares | Sole | 2024-09-10 | |
| 2023-03-31 | $127,490,270 | 921,572 | Shares | Sole | 2024-09-10 | |
| 2022-12-31 | $140,412,554 | 938,273 | Shares | Sole | 2024-09-10 | |
| 2022-09-30 | $224,856,682 | 1,849,911 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $220,594,133 | 1,857,322 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $230,676,862 | 1,743,194 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $277,763,699 | 1,739,829 | Shares | Sole | 2022-02-01 | |
| 2021-09-30 | $271,617,951 | 1,724,230 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $288,616,762 | 1,952,620 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $245,691,184 | 1,932,446 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $228,140,053 | 1,925,395 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $193,103,065 | 1,913,048 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $167,089,642 | 1,890,796 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $135,447,457 | 1,891,196 | Shares | Sole | 2020-05-14 | |
| No 13F history on record for this holder in this stock. | ||||||