Troy Asset Management Ltd — Q3 2022 13F 持股

Name: Troy Asset Management Ltd — 13F Holdings, Q3 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%	-9.56%

Troy Asset Management Ltd 于截至 Q3 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	A	Agilent Technologies INC	+2%	—	减仓
2	FNV	Franco-nevada CORP	+1.8%	—	加仓
3	PG	Procter & Gamble Co/the	+1.4%	—	减仓
4	PAYX	Paychex INC	+1.3%	—	减仓
5	BDX	Becton Dickinson And Co	+1.2%	—	减仓
6	CME	Cme Group INC	+1.1%	—	加仓
7	ADP	Automatic Data Processing	+0.8%	—	加仓
8	PEP	Pepsico INC	+0.6%	—	加仓
9	JNJ	Johnson & Johnson	+0.4%	—	加仓
10	HSY	Hershey Co/the	+0.3%	—	加仓
11	CSCO	Cisco Systems INC	+0.3%	—	加仓
12	PYPL	Paypal Holdings INC	+0.3%	—	减仓
13	MCD	Mcdonald's CORP	+0.3%	—	加仓
14	FISV	Fiserv INC	+0.3%	—	加仓
15	FAST	Fastenal Co	+0.2%	—	加仓
16	ACN	Accenture plc	+0.2%	—	加仓
17	INTU	Intuit INC	+0.2%	—	减仓
18	META	Meta Platforms Inc-class A	+0.2%	—	加仓
19	KO	Coca-cola Co/the	+0.1%	—	加仓
20	CLX	Clorox Company	+0.1%	—	加仓
21	SPGI	S&p Global INC	+0.1%	—	加仓
22	WU	Western Union Co	+0.1%	—	加仓
23	BKNG	Booking Holdings INC	+0.1%	—	加仓
24	TTWO	Take-two Interactive Softwre	+0.1%	—	不变
25	PM	Philip Morris International	+0.1%	—	减仓
26	MA	Mastercard INC - A	0%	—	减仓
27	ADBE	Adobe INC	0%	—	不变
28	CL	Colgate-palmolive Co	0%	—	减仓
29	V	Visa Inc-class A Shares	-0.6%	—	减仓
30	MCO	Moody's CORP	-0.7%	—	减仓
31	AXP	American Express Co	-1.1%	—	减仓
32	MSFT	Microsoft CORP	-2.1%	—	减仓
33	GOOGL	Alphabet Inc-cl A	-4.2%	—	加仓
34	MDT	Medtronic plc	-4.8%	—	减仓