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Portfolio (Quarterly) Guide ↗

Troy Asset Management Ltd

· CIK 0001601407
13F Portfolio $3.4B AUM 30 positions Filed May 11, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 1 New 4 Added 20 Reduced 1 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 VRSN VERISIGN INC Technology 783,354.0 $194.6M 5.80% NEW $248.36 +24.8%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 28.0%
Technology 19.9%
Industrials 18.3%
Communication Services 14.3%
Healthcare 13.5%
Consumer Cyclical 3.2%
Consumer Defensive 2.8%