Magellan Asset Management Ltd
Annual return '25
+20.4%
SPY '25
+17.7%
Alpha
+2.6ptsvs SPY
Invested
$7.7B
Holdings
79
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 94%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$AMZN
AMAZON COM INC
Q1 2026: Sold 100.0% (2.78M → 726 shares)
6.1%
02
$MSFT
MICROSOFT CORP
Q1 2026: Sold 100.0% (1.26M → 66 shares)
5.7%
03
$ES
EVERSOURCE ENERGY
Q1 2026: Exited (was 6.99M shares)
5.6%
04
$TSM
TAIWAN SEMICONDUCTOR MANUFAC
Q1 2026: Exited (was 1.40M shares)
5.2%
05
$MA
MASTERCARD INCORPORATED
Q1 2026: Exited (was 631.4k shares)
3.8%
06
$META
META PLATFORMS INC
Q1 2026: Exited (was 468.0k shares)
3.8%
07
$AMT
AMERICAN TOWER CORP
Q1 2026: Exited (was 1.07M shares)
3.4%
08
$CCI
CROWN CASTLE INC
Q1 2026: Exited (was 1.79M shares)
3.0%
09
$SRE
SEMPRA
Q1 2026: Exited (was 2.17M shares)
2.8%
10
$YUM
YUM BRANDS INC
Q1 2026: Exited (was 1.99M shares)
2.8%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 09:26 UTC.