Troy Asset Management Ltd — Q2 2022 13F 持股

Name: Troy Asset Management Ltd — 13F Holdings, Q2 2022
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%	+8.07%

Troy Asset Management Ltd 于截至 Q2 2022 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	PG	Procter & Gamble Co/the	+0.8%	—	加仓
2	V	Visa Inc-class A Shares	+0.5%	—	加仓
3	FNV	Franco-nevada CORP	+0.5%	—	加仓
4	PM	Philip Morris International	+0.5%	—	加仓
5	A	Agilent Technologies INC	+0.4%	—	加仓
6	PEP	Pepsico INC	+0.3%	—	加仓
7	BDX	Becton Dickinson And Co	+0.3%	—	减仓
8	JNJ	Johnson & Johnson	+0.3%	—	加仓
9	ADP	Automatic Data Processing	+0.3%	—	加仓
10	HSY	Hershey Co/the	+0.2%	—	加仓
11	MCD	Mcdonald's CORP	+0.2%	—	加仓
12	MA	Mastercard INC - A	+0.1%	—	加仓
13	KO	Coca-cola Co/the	+0.1%	—	加仓
14	CLX	Clorox Company	+0.1%	—	加仓
15	ADBE	Adobe INC	+0.1%	—	加仓
16	FAST	Fastenal Co	+0.1%	—	加仓
17	WU	Western Union Co	+0.1%	—	加仓
18	FISV	Fiserv INC	0%	—	加仓
19	ACN	Accenture plc	0%	—	加仓
20	INTU	Intuit INC	0%	—	加仓
21	CSCO	Cisco Systems INC	0%	—	加仓
22	SPGI	S&p Global INC	0%	—	加仓
23	CL	Colgate-palmolive Co	0%	—	加仓
24	TTWO	Take-two Interactive Softwre	—	—	加仓
25	BKNG	Booking Holdings INC	0%	—	加仓
26	CME	Cme Group INC	0%	—	减仓
27	EBAY	Ebay INC	-0.1%	EXIT	清仓
28	META	Meta Platforms Inc-class A	-0.1%	—	加仓
29	PYPL	Paypal Holdings INC	-0.1%	—	加仓
30	MCO	Moody's CORP	-0.1%	—	加仓
31	MSFT	Microsoft CORP	-0.2%	—	加仓
32	MDT	Medtronic plc	-0.8%	—	减仓
33	AXP	American Express Co	-1.1%	—	加仓
34	GOOGL	Alphabet Inc-cl A	-1.2%	—	加仓
35	PAYX	Paychex INC	-1.2%	—	减仓