Troy Asset Management LTD
Troy Asset Management Ltd is a London-based independent asset management firm founded in 2000, serving institutional, intermediary, and private clients globally. The company has approximately 43 employees and specializes in long-term, low-turnover investment management for pooled investment vehicles, charities, and institutional clients.
Investment Strategy
Troy Asset Management Ltd pursues a concentrated, long-term investment strategy focused on capital preservation and steady growth. The firm emphasizes quality, resilient businesses with strong balance sheets and competitive advantages, often holding positions for extended periods and maintaining a low portfolio turnover. Troy typically invests heavily in equities, with a preference for companies providing consistent cash flows and risk-adjusted returns, while deliberately avoiding excessive speculation or short-term trading.
Latest 13F Filing Activity
Troy Asset Management LTD filed their most recent 13F report on Jun 30, 2025 disclosing 32 equity positions with a total 13F market value of $4B. The fund increased holdings in Alphabet Inc-cl A, Hubbell Inc., Agilent Technologies Inc. among other positions. Troy Asset Management LTD reduced exposure to Procter & Gamble, Medtronic Inc., Moody's Corp. among others.
Top Holdings
Equity Positions (32)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
| ALPHABET INC-CL A | 14.76% | $544.7M | 3,090,732 | $106.00 | $176.23 | +$184.8M | |
V V | VISA INC-CLASS A SHARES | 13.34% | $492.2M | 1,386,290 | $216.08 | $355.05 | -$2.9M |
M MSFT | MICROSOFT CORP | 11.51% | $424.6M | 853,554 | $94.87 | $497.41 | +$106.5M |
A A | AGILENT TECHNOLOGIES INC | 7.67% | $283.0M | 2,397,820 | $106.48 | $118.01 | +$122.0M |
V VRSN | VERISIGN INC | 7.18% | $264.8M | 916,747 | $186.26 | $288.80 | +$32.6M |