§ 13F · FUND PROFILE
Magellan Asset Management Ltd.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $8.4B (13F)Positions · 82Turnover · — · Q1Filed · May 12, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 12, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | AMZN | AMAZON COM INC | 2.25M | $468M | 6.1% | −19% |
| 2 | MSFT | MICROSOFT CORP | 1.19M | $440M | 5.7% | −6% |
| 3 | ES | EVERSOURCE ENERGY | 6.18M | $428M | 5.6% | −12% |
| 4 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 1.18M | $398M | 5.2% | −16% |
| 5 | MA | MASTERCARD INCORPORATED | 585K | $292M | 3.8% | −7% |
| 6 | META | META PLATFORMS INC | 507K | $290M | 3.8% | +8% |
| 7 | AMT | AMERICAN TOWER CORP | 1.50M | $259M | 3.4% | +40% |
| 8 | CCI | CROWN CASTLE INC | 2.86M | $232M | 3.0% | +59% |
| 9 | SRE | SEMPRA | 2.26M | $219M | 2.8% | +4% |
| 10 | YUM | YUM BRANDS INC | 1.37M | $213M | 2.8% | −31% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE MAGELLAN SIGNAL
AC read
Magellan Asset Management Ltd is a Other fund managing $8.4 billion in assets. The fund runs a portfolio of 82 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed