Magellan Asset Management Ltd

CIK
1536105
City
Sydney
State / Country
C3

Top Portfolio Positions

77 positions · $7,430,868,827 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 6.30%
MSFT
Microsoft Corp
Technology
1,189,155 $440,189,506 5.92%
ES
Eversource Energy
Utilities
6,182,582 $428,329,280 5.76%
TSM
Taiwan Semiconductor Manufacturing Co Ltd
Technology
1,178,008 $398,107,803 5.36%
MA
Mastercard Inc
Financial Services
584,990 $292,296,103 3.93%
META
Meta Platforms, Inc.
Communication Services
507,032 $290,088,218 3.90%
AMT
American Tower Corp /Ma/
Real Estate
1,503,296 $259,438,823 3.49%
CCI
Crown Castle Inc.
Real Estate
2,855,204 $232,156,637 3.12%
SRE
Sempra
Utilities
2,258,369 $219,445,715 2.95%
YUM
Yum Brands Inc
Consumer Cyclical
1,370,088 $213,021,282 2.87%

Portfolio Trend

25 quarters · across all stocks

Holdings in PEG

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Shares Held

Position Value (USD)

16 of 16 shown
Report Date Value (USD) Shares
2026-03-31 $42,379,672 523,529
2025-12-31 $33,609,886 418,554
2025-09-30 $33,123,270 396,876
2025-06-30 $29,815,461 354,187
2025-03-31 $26,558,292 322,701
2024-12-31 $27,806,926 329,115
2024-09-30 $37,234,380 417,379
2024-06-30 $31,772,512 431,106
2024-03-31 $28,499,366 426,765
2023-12-31 $25,781,573 421,612
2023-09-30 $23,782,290 417,893
2023-06-30 $24,522,646 391,673
2023-03-31 $23,443,417 375,395
2022-12-31 $22,637,243 369,467
2022-09-30 $21,451,801 381,501
2022-06-30 $23,793,849 376,009