Magellan Asset Management Ltd

Est. AUM

$7.71B

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	AMAZON COM INC	COM	$468.4M	2248881	6.08%	SOLE
2	MICROSOFT CORP	COM	$440.2M	1189155	5.71%	SOLE
3	EVERSOURCE ENERGY	COM	$428.3M	6182582	5.56%	SOLE
4	TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$398.1M	1178008	5.17%	SOLE
5	MASTERCARD INCORPORATED	CL A	$292.3M	584990	3.79%	SOLE
6	META PLATFORMS INC	CL A	$290.1M	507032	3.76%	SOLE
7	AMERICAN TOWER CORP	COM	$259.4M	1503296	3.37%	SOLE
8	CROWN CASTLE INC	COM	$232.2M	2855204	3.01%	SOLE
9	SEMPRA	COM	$219.4M	2258369	2.85%	SOLE
10	YUM BRANDS INC	COM	$213.0M	1370088	2.76%	SOLE
11	VISA INC	COM CL A	$200.8M	664228	2.60%	SOLE
12	UNITEDHEALTH GROUP INC	COM	$194.8M	719803	2.53%	SOLE
13	ALPHABET INC	CAP STK CL A	$194.5M	676417	2.52%	SOLE
14	PROCTER & GAMBLE CO	COM	$188.0M	1301728	2.44%	SOLE
15	INTERCONTINENTAL EXCHANGE IN	COM	$186.6M	1186393	2.42%	SOLE
16	XCEL ENERGY INC	COM	$184.0M	2316759	2.39%	SOLE
17	EVERGY INC	COM	$183.7M	2242868	2.38%	SOLE
18	DOMINION ENERGY INC	COM	$171.7M	2777633	2.23%	SOLE
19	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$159.4M	332614	2.07%	SOLE
20	CMS ENERGY CORP	COM	$156.7M	2019954	2.03%	SOLE
21	INTUIT	COM	$156.7M	362416	2.03%	SOLE
22	MSCI INC	COM	$150.5M	279153	1.95%	SOLE
23	WEC ENERGY GROUP INC	COM	$146.0M	1261329	1.89%	SOLE
24	ALLIANT ENERGY CORP	COM	$146.0M	2034446	1.89%	SOLE
25	NETFLIX INC.	COM	$144.2M	1500208	1.87%	SOLE
26	MEDTRONIC PLC	SHS	$126.0M	1454218	1.63%	SOLE
27	CHIPOTLE MEXICAN GRILL INC	COM	$123.7M	3865109	1.61%	SOLE
28	COCA COLA CO	COM	$123.1M	1618571	1.60%	SOLE
29	ALPHABET INC	CAP STK CL C	$117.5M	409608	1.52%	SOLE
30	STRYKER CORPORATION	COM	$98.9M	301120	1.28%	SOLE
31	CME GROUP INC	COM	$96.2M	325872	1.25%	SOLE
32	CSX CORP	COM	$75.8M	1847063	0.98%	SOLE
33	S&P GLOBAL INC	COM	$67.4M	158514	0.87%	SOLE
34	UNION PAC CORP	COM	$62.4M	257154	0.81%	SOLE
35	NORFOLK SOUTHN CORP	COM	$59.1M	206026	0.77%	SOLE
36	EXELON CORP	COM	$53.6M	1092489	0.69%	SOLE
37	NEXTERA ENERGY INC	COM	$52.9M	569640	0.69%	SOLE
38	AMERICAN ELEC PWR CO INC	COM	$52.8M	403001	0.69%	SOLE
39	DUKE ENERGY CORP NEW	COM NEW	$52.7M	402505	0.68%	SOLE
40	SOUTHERN CO	COM	$52.7M	545545	0.68%	SOLE
41	ENTERGY CORP NEW	COM	$52.6M	468285	0.68%	SOLE
42	ZIMMER BIOMET HOLDINGS INC	COM	$49.8M	550781	0.65%	SOLE
43	BOOKING HOLDINGS INC	COM	$48.9M	11617	0.63%	SOLE
44	DOLLAR GEN CORP	COM	$48.4M	408064	0.63%	SOLE
45	CONSOLIDATED EDISON INC	COM	$44.2M	390866	0.57%	SOLE
46	PUBLIC SVC ENTERPRISE GROUP	COM	$42.4M	523529	0.55%	SOLE
47	THERMO FISHER SCIENTIFIC INC	COM	$40.9M	83187	0.53%	SOLE
48	ATMOS ENERGY CORP	COM	$33.5M	181367	0.43%	SOLE
49	AMEREN CORP	COM	$32.8M	298332	0.43%	SOLE
50	DTE ENERGY CO	COM	$32.2M	220150	0.42%	SOLE

1–50 of 79

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.