Arkolith/Funds/Magellan Asset Management Ltd

Magellan Asset Management Ltd

CIK 1536105
Holdings as of Mar 31, 2026·disclosed May 12, 2026·~42-day 13F lag·13F-HR
Active Filer

Magellan Asset Management Ltd holds a diversified book of 79 stocks worth $7.7B as of Q1 2026 (disclosed May 12, 2026, a ~45-day 13F lag). This quarter they trimmed Amazon.com Inc. Their largest long position is Amazon.com Inc at 6% of the equity book.

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holdings, largest changes, and filing provenance.
Opened
0
new positions
Added to
49
existing
Trimmed
30
reduced
Sold out
1
exited

Concentration

Top-heavy: diversified book

Top 5 holdings
26%
Top 10 holdings
42%
Top 20 holdings
66%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

100% mapped to company sectors

Utilities
31%
Information Technology
21%
Financials
15%
Consumer Discretionary
11%
Real Estate
7%
Health Care
6%
Industrials
3%
Materials
2%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

79 positions
#SecurityValueShares% PortLast moveHistory
1Amazon Com Inc
COM
$468.4M2.25M
6.1%
−19%
Reduced · −530K sh
2Microsoft Corp
COM
$440.2M1.19M
5.7%
−5.9%
Reduced · −74K sh
3Eversource Energy
COM
$428.3M6.18M
5.6%
−12%
Reduced · −807K sh
4Taiwan Semiconductor Manufac
SPONSORED ADS
$398.1M1.18M
5.2%
−16%
Reduced · −223K sh
5Mastercard Incorporated
CL A
$292.3M585.0K
3.8%
−7.3%
Reduced · −46K sh
6Meta Platforms Inc
CL A
$290.1M507.0K
3.8%
+8.3%
Added · +39K sh
7American Tower Corp
COM
$259.4M1.50M
3.4%
+40%
Added · +432K sh
8Crown Castle Inc
COM
$232.2M2.86M
3.0%
+59%
Added · +1.1M sh
9Sempra
COM
$219.4M2.26M
2.8%
+4.2%
Added · +92K sh
10Yum Brands Inc
COM
$213.0M1.37M
2.8%
−31%
Reduced · −618K sh
11Visa Inc
COM CL A
$200.8M664.2K
2.6%
−6.7%
Reduced · −47K sh
12Unitedhealth Group Inc
COM
$194.8M719.8K
2.5%
−11%
Reduced · −92K sh
13Alphabet Inc
CAP STK CL A
$194.5M676.4K
2.5%
+4.9%
Added · +32K sh
14Procter & Gamble Co
COM
$188.0M1.30M
2.4%
−21%
Reduced · −341K sh
15Intercontinental Exchange In
COM
$186.6M1.19M
2.4%
−5.8%
Reduced · −73K sh
16Xcel Energy Inc
COM
$184.0M2.32M
2.4%
+9.7%
Added · +205K sh
17Evergy Inc
COM
$183.7M2.24M
2.4%
−6.9%
Reduced · −166K sh
18Dominion Energy Inc
COM
$171.7M2.78M
2.2%
−1.3%
Reduced · −38K sh
19Berkshire Hathaway Inc Del
CL B NEW
$159.4M332.6K
2.1%
+182%
Added · +215K sh
20CMS Energy Corp
COM
$156.7M2.02M
2.0%
+699%
Added · +1.8M sh
21Intuit
COM
$156.7M362.4K
2.0%
+19%
Added · +57K sh
22Msci Inc
COM
$150.5M279.2K
2.0%
−12%
Reduced · −38K sh
23Wec Energy Group Inc
COM
$146.0M1.26M
1.9%
−1.9%
Reduced · −24K sh
24Alliant Energy Corp
COM
$146.0M2.03M
1.9%
−6.7%
Reduced · −146K sh
25Netflix Inc.
COM
$144.2M1.50M
1.9%
−8.3%
Reduced · −136K sh
26Medtronic PLC
SHS
$126.0M1.45M
1.6%
−1.3%
Reduced · −19K sh
27Chipotle Mexican Grill Inc
COM
$123.7M3.87M
1.6%
−3.4%
Reduced · −137K sh
28Coca Cola Co
COM
$123.1M1.62M
1.6%
−24%
Reduced · −520K sh
29Alphabet Inc
CAP STK CL C
$117.5M409.6K
1.5%
−12%
Reduced · −54K sh
30Stryker Corporation
COM
$98.9M301.1K
1.3%
−11%
Reduced · −37K sh
31Cme Group Inc
COM
$96.2M325.9K
1.2%
−50%
Reduced · −326K sh
32CSX Corp
COM
$75.8M1.85M
1.0%
−43%
Reduced · −1.4M sh
33S&P Global Inc
COM
$67.4M158.5K
0.9%
+81%
Added · +71K sh
34Union Pac Corp
COM
$62.4M257.2K
0.8%
−10%
Reduced · −29K sh
35Norfolk Southn Corp
COM
$59.1M206.0K
0.8%
−10%
Reduced · −23K sh
36Exelon Corp
COM
$53.6M1.09M
0.7%
+27%
Added · +230K sh
37NextEra Energy Inc
COM
$52.9M569.6K
0.7%
+16%
Added · +78K sh
38American Elec PWR Co Inc
COM
$52.8M403.0K
0.7%
+19%
Added · +63K sh
39Duke Energy Corp New
COM NEW
$52.7M402.5K
0.7%
+20%
Added · +66K sh
40Southern Co
COM
$52.7M545.5K
0.7%
+21%
Added · +95K sh
41Entergy Corp New
COM
$52.6M468.3K
0.7%
+26%
Added · +97K sh
42Zimmer Biomet Holdings Inc
COM
$49.8M550.8K
0.6%
−13%
Reduced · −86K sh
43Booking Holdings Inc
COM
$48.9M11.6K
0.6%
+3.4%
Added · +387 sh
44Dollar Gen Corp
COM
$48.4M408.1K
0.6%
−25%
Reduced · −137K sh
45Consolidated Edison Inc
COM
$44.2M390.9K
0.6%
+25%
Added · +77K sh
46Public SVC Enterprise Group
COM
$42.4M523.5K
0.5%
+25%
Added · +105K sh
47Thermo Fisher Scientific Inc
COM
$40.9M83.2K
0.5%
+10%
Added · +8K sh
48Atmos Energy Corp
COM
$33.5M181.4K
0.4%
+31%
Added · +43K sh
49Ameren Corp
COM
$32.8M298.3K
0.4%
+30%
Added · +70K sh
50Dte Energy Co
COM
$32.2M220.2K
0.4%
+30%
Added · +51K sh
Showing 50 of 79 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q1 2026Mar 31, 2026May 12, 202679$7.7B13F-HR
Q4 2025Dec 31, 2025Feb 11, 202680$8.2B13F-HR
Q3 2025Sep 30, 2025Nov 10, 202582$8.4B13F-HR
Q2 2025Jun 30, 2025Aug 7, 202584$8.7B13F-HR
Q1 2025Mar 31, 2025May 12, 202587$8.2B13F-HR
Q4 2024Dec 31, 2024Feb 12, 202587$9.1B13F-HR
Q3 2024Sep 30, 2024Nov 14, 2024117$10.0B13F-HR
Q2 2024Jun 30, 2024Aug 13, 2024154$10.5B13F-HR
Q1 2024Mar 31, 2024May 14, 2024155$10.5B13F-HR
Q4 2023Dec 31, 2023Feb 13, 2024154$10.0B13F-HR
Q3 2023Sep 30, 2023Nov 13, 2023156$9.4B13F-HR
Q2 2023Jun 30, 2023Aug 11, 2023157$11.2B13F-HR
Q1 2023Mar 31, 2023May 12, 2023157$11.7B13F-HR
Q4 2022Dec 31, 2022Feb 13, 2023118$11.7B13F-HR
Q3 2022Sep 30, 2022Nov 10, 2022121$14.3B13F-HR
Q2 2022Jun 30, 2022Aug 12, 2022121$18.3B13F-HR
Q1 2022Mar 31, 2022May 13, 2022117$25.8B13F-HR
Q4 2021Dec 31, 2021Feb 11, 2022117$39.3B13F-HR
Q3 2021Sep 30, 2021Nov 4, 2021115$50.0B13F-HR
Q2 2021Jun 30, 2021Aug 12, 2021114$50.5B13F-HR
Q1 2021Mar 31, 2021May 13, 2021110$47.8B13F-HR
Q4 2020Dec 31, 2020Feb 11, 2021106$43.2B13F-HR
Q3 2020Sep 30, 2020Nov 12, 202099$39.2B13F-HR
Q2 2020Jun 30, 2020Aug 14, 202075$33.4B13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.