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 ALC
Shares Held
Position Value (USD)
20 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $225,178,577 | 2,988,435 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $235,409,410 | 2,987,050 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $221,445,210 | 2,972,020 | Shares | Sole | 2025-11-07 | |
| 2024-12-31 | $35,962,290 | 423,634 | Shares | Sole | 2025-09-10 | |
| 2024-09-30 | $42,714,379 | 426,845 | Shares | Sole | 2025-09-10 | |
| 2024-06-30 | $38,047,671 | 427,118 | Shares | Sole | 2025-12-03 | |
| 2023-06-30 | $31,711,046 | 386,202 | Shares | Sole | 2025-09-10 | |
| 2023-03-31 | $27,469,193 | 389,413 | Shares | Sole | 2025-09-10 | |
| 2022-12-31 | $29,874,432 | 435,805 | Shares | Sole | 2025-09-10 | |
| 2022-09-30 | $25,355,134 | 435,805 | Shares | Sole | 2025-09-10 | |
| 2022-06-30 | $33,677,964 | 481,871 | Shares | Sole | 2025-09-10 | |
| 2022-03-31 | $35,373,802 | 445,907 | Shares | Sole | 2025-09-10 | |
| 2021-12-31 | $38,847,417 | 445,907 | Shares | Sole | 2025-09-10 | |
| 2021-09-30 | $35,882,136 | 445,907 | Shares | Sole | 2025-09-10 | |
| 2021-06-30 | $31,014,098 | 441,419 | Shares | Sole | 2025-09-10 | |
| 2021-03-31 | $23,433,593 | 333,907 | Shares | Sole | 2025-09-10 | |
| 2020-12-31 | $22,031,183 | 333,907 | Shares | Sole | 2025-09-10 | |
| 2020-09-30 | $19,016,003 | 333,907 | Shares | Sole | 2025-09-10 | |
| 2020-06-30 | $13,245,104 | 231,073 | Shares | Sole | 2025-09-10 | |
| 2020-03-31 | $7,355,229 | 144,731 | Shares | Sole | 2025-09-10 | |
| No 13F history on record for this holder in this stock. | ||||||