Troy Asset Management Ltd — Q4 2021 13F 持股

Name: Troy Asset Management Ltd — 13F Holdings, Q4 2021
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001601407

申报总市值

US$33.5亿

本季完整持股清单

#	代码	标的名称	资产子类别	占比	占比变动	持仓量变化	4Q Trend
1	ALC	Alcon Inc.	股票-医疗保健	100.00%	+0.41%	—

Troy Asset Management Ltd 于截至 Q4 2021 该季申报之持仓异动，含代码、发行人、权重变化、股数变化与操作类型
#	代码	标的名称	占比变动	持仓量变化	异动类型
1	V	Visa Inc-class A Shares	+0.9%	—	加仓
2	MSFT	Microsoft CORP	+0.6%	—	减仓
3	PAYX	Paychex INC	+0.6%	—	减仓
4	PG	Procter & Gamble Co/the	+0.6%	—	减仓
5	GOOGL	Alphabet Inc-cl A	+0.3%	—	加仓
6	CME	Cme Group INC	+0.3%	—	加仓
7	MA	Mastercard INC - A	+0.3%	—	加仓
8	ADP	Automatic Data Processing	+0.1%	—	加仓
9	INTU	Intuit INC	+0.1%	—	加仓
10	FNV	Franco-nevada CORP	+0.1%	—	加仓
11	PEP	Pepsico INC	+0.1%	—	加仓
12	ACN	Accenture plc	+0.1%	—	加仓
13	FAST	Fastenal Co	+0.1%	—	加仓
14	CSCO	Cisco Systems INC	+0.1%	—	加仓
15	MCO	Moody's CORP	0%	—	加仓
16	HSY	Hershey Co/the	0%	—	加仓
17	MCD	Mcdonald's CORP	0%	—	加仓
18	CL	Colgate-palmolive Co	0%	—	加仓
19	TTWO	Take-two Interactive Softwre	0%	—	不变
20	KO	Coca-cola Co/the	0%	—	加仓
21	SPGI	S&p Global INC	0%	—	不变
22	JNJ	Johnson & Johnson	—	—	加仓
23	CLX	Clorox Company	—	—	加仓
24	BKNG	Booking Holdings INC	0%	—	不变
25	WU	Western Union Co	-0.1%	—	加仓
26	META	Meta Platforms Inc-class A	-0.1%	—	加仓
27	FISV	Fiserv INC	-0.1%	—	不变
28	PM	Philip Morris International	-0.1%	—	减仓
29	BDX	Becton Dickinson And Co	-0.1%	—	加仓
30	EBAY	Ebay INC	-0.1%	—	减仓
31	A	Agilent Technologies INC	-0.3%	—	加仓
32	PYPL	Paypal Holdings INC	-0.3%	—	不变
33	AXP	American Express Co	-0.8%	—	减仓
34	MDT	Medtronic plc	-2.5%	—	加仓