Troy Asset Management Ltd: 13F holdings
CIK 16014072026Q2
| Positions | 29 |
|---|
| Reported value | $3.6bn |
|---|
| Filed | 2026-07-31 |
|---|
Change since last quarter
| Positions | 29 (-1 vs prior quarter) |
|---|
| Reported value | $3.6bn (+7.0%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| V VISA INC-CLASS A SHARES | 1,632,408 | $560.1m | 15.6% |
| GOOGL ALPHABET INC-CL A | 1,282,411 | $458.3m | 12.8% |
| A AGILENT TECHNOLOGIES INC | 2,676,647 | $355.5m | 9.9% |
| CNI CANADIAN NATL RAILWAY CO | 2,564,246 | $322.3m | 9.0% |
| CHUBB LTD | 866,176 | $295.1m | 8.2% |
| MSFT MICROSOFT CORP | 659,861 | $246.1m | 6.9% |
| HUBB HUBBELL INC | 438,244 | $229.3m | 6.4% |
| ALCON INC | 3,801,548 | $207.6m | 5.8% |
| VRSN VERISIGN INC | 670,837 | $168.8m | 4.7% |
| MKL MARKEL GROUP INC | 61,509 | $120.1m | 3.4% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1601407")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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