Long-term investor
Troy Asset Management LTD @troyassetmanagementltd
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001601407).
Record
- Tracked since 2025-06-30 (454 days), 33 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year +918.9% · all +918.9%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- V · 15.6% · long · since 2025-06-30
- GOOGL · 12.8% · long · since 2025-06-30
- A · 9.9% · long · since 2025-06-30
- CNI · 9.0% · long · since 2025-06-30
- CB · 8.2% · long · since 2025-06-30
- MSFT · 6.9% · long · since 2025-06-30
- HUBB · 6.4% · long · since 2025-06-30
- ALC · 5.8% · long · since 2025-09-30
- VRSN · 4.7% · long · since 2025-06-30
- MKL · 3.4% · long · since 2026-06-30
- ADBE · 2.7% · long · since 2025-06-30
- 57636Q104 · 2.0% · long · since 2025-06-30