Magellan Asset Management Ltd 13F Holdings

CIK 0001536105 · SYDNEY, C3

As of Sep 30, 2025, Magellan Asset Management Ltd reported 82 positions worth $8.4B in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
AMAZON.COM INCAMZNEquity2,958,237$649.5M7.69%
MICROSOFT CORPMSFTTechnology1,230,618$637.4M7.55%
EVERSOURCE ENERGYESUtilities7,406,785$526.9M6.24%
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSMTechnology1,506,205$420.7M4.98%
MASTERCARD INCMAFinancial Services652,209$371.0M4.39%
META PLATFORMS INCMETACommunication Services462,521$339.7M4.02%
YUM BRANDS INCYUMConsumer Cyclical2,134,452$324.4M3.84%
UNITEDHEALTH GROUP INCUNHHealthcare811,526$280.2M3.32%
VISA INC-CLASS A SHARESVFinancial Services760,847$259.7M3.08%
PROCTER & GAMBLE COPGConsumer Defensive1,637,768$251.6M2.98%
INTERCONTINENTAL EXCHANGE INCICEFinancial Services1,359,146$229.0M2.71%
ALPHABET INCGOOGLEquity859,489$208.9M2.47%
SEMPRASREUtilities2,238,316$201.4M2.39%
INTUIT INCINTUTechnology285,052 94.7M2.31%
MSCI INCMSCIFinancial Services341,787 93.9M2.30%
AMERICAN TOWER CORPAMTReal Estate1,005,151 93.3M2.29%
CHIPOTLE MEXICAN GRILL INCCMGConsumer Cyclical4,827,700 89.2M2.24%
EVERGY INCEVRGUtilities2,444,381 85.8M2.20%
CME GROUP INCCMEFinancial Services645,636 74.4M2.07%
DOMINION ENERGY INCDUtilities2,826,628 72.9M2.05%
XCEL ENERGY INCXELUtilities2,125,537 71.4M2.03%
STRYKER CORPSYKHealthcare418,420 54.7M1.83%
COCA COLA COKOConsumer Defensive2,278,184 51.1M1.79%
WEC ENERGY GROUP INCWECUtilities1,300,826 49.1M1.77%
NETFLIX INCNFLXCommunication Services118,566 42.2M1.68%