Magellan Asset Management Ltd

CIK

1536105

City

Sydney

State / Country

Stock

AMT — American Tower Corp /Ma/

Top Portfolio Positions

78 positions · $7,590,257,455 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio
AMZN	Amazon Com Inc Consumer Cyclical	2,248,881	$468,374,445	6.17%
MSFT	Microsoft Corp Technology	1,189,155	$440,189,506	5.80%
ES	Eversource Energy Utilities	6,182,582	$428,329,280	5.64%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	1,178,008	$398,107,803	5.24%
MA	Mastercard Inc Financial Services	584,990	$292,296,103	3.85%
META	Meta Platforms, Inc. Communication Services	507,032	$290,088,218	3.82%
AMT	American Tower Corp /Ma/ Real Estate	1,503,296	$259,438,823	3.42%
CCI	Crown Castle Inc. Real Estate	2,855,204	$232,156,637	3.06%
SRE	Sempra Utilities	2,258,369	$219,445,715	2.89%
YUM	Yum Brands Inc Consumer Cyclical	1,370,088	$213,021,282	2.81%

25 quarters · across all stocks

24 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$259,438,823	1,503,296	+40.3%	Shares	Sole	2026-05-12
2025-12-31	$188,172,239	1,071,779	+6.6%	Shares	Sole	2026-02-11
2025-09-30	$193,310,640	1,005,151	+20.0%	Shares	Sole	2025-11-10
2025-06-30	$185,055,846	837,281	-6.5%	Shares	Sole	2025-08-07
2025-03-31	$194,849,267	895,447	-9.9%	Shares	Sole	2025-05-12
2024-12-31	$182,231,957	993,577	+6.9%	Shares	Sole	2025-02-12
2024-09-30	$216,145,915	929,420	-29.8%	Shares	Sole	2024-11-14
2024-06-30	$257,520,261	1,324,829	+4.6%	Shares	Sole	2024-08-13
2024-03-31	$250,254,453	1,266,534	-1.8%	Shares	Sole	2024-05-14
2023-12-31	$278,475,701	1,289,956	-10.2%	Shares	Sole	2024-02-13
2023-09-30	$236,325,997	1,437,069	+1.0%	Shares	Sole	2023-11-13
2023-06-30	$275,986,898	1,423,053	-0.4%	Shares	Sole	2023-08-11
2023-03-31	$292,001,860	1,429,000	+2.1%	Shares	Sole	2023-05-12
2022-12-31	$296,640,439	1,400,172	+7.9%	Shares	Sole	2023-02-13
2022-09-30	$278,512,704	1,297,218	-1.8%	Shares	Sole	2022-11-10
2022-06-30	$337,790,811	1,321,612	-3.8%	Shares	Sole	2022-08-12
2022-03-31	$345,182,309	1,374,024	-7.1%	Shares	Sole	2022-05-13
2021-09-30	$392,386,655	1,478,417	-0.8%	Shares	Sole	2021-11-04
2021-06-30	$402,677,977	1,490,627	-0.6%	Shares	Sole	2021-08-12
2021-03-31	$358,607,690	1,500,074	+34.6%	Shares	Sole	2021-05-13
2020-12-31	$250,163,139	1,114,511	+59.8%	Shares	Sole	2021-02-11
2020-09-30	$168,605,949	697,497	+574.9%	Shares	Sole	2020-11-12
2020-06-30	$26,719,591	103,348	+3.9%	Shares	Sole	2020-08-14
2020-03-31	$21,660,899	99,476	—	Shares	Sole	2020-05-14
No 13F history on record for this holder in this stock.