FCHI8,141.92-0.19%
GDAXI24,083.53-0.19%
DJI49,147.75-0.17%
XLE56.72-0.25%
STOXX50E5,860.32-0.39%
XLF51.740.61%
FTSE10,321.09-0.56%
IXIC24,870.500.14%
RUT2,789.310.08%
GSPC7,171.880.09%
Temp29.4°C
UV12.5
Feels33.5°C
Humidity66%
Wind13.7 km/h
Air QualityAQI 1
Cloud Cover25%
Rain0%
Sunrise06:00 AM
Sunset06:47 PM
Time12:39 PM

Institutional Manager · CIK 0001861026

Marathon Asset Management Ltd

London, X0 · File #028-21396

Latest AUM
$2.60B
Positions
77
Top-10 Concentration
39.9%
Filings
9

Portfolio Value Over Time

2024-03
2024-06
2024-09
2024-12
2025-03
2025-06
2025-09
2025-12

Biggest QoQ Changes

Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.

ActionIssuerTicker / CUSIPΔ SharesFlow ($)Price Effect
ADDBrookfield Asset Manage-CL A11271J107+572,246+$26.3M-$31.5M
REDUCEMicron Technology IncMU-88,965-$25.4M+$32.2M
EXITEDNLIGHT INC65487K100-366,148-$10.8M$0
REDUCEAlphabet Inc. - Class AGOOG-32,609-$10.2M+$26.4M
REDUCEAlphabet Inc. - Class AGOOG-31,624-$9.9M+$4.0M
REDUCETencent Music Ent - Class AXHLD-559,011-$9.8M-$16.6M
NEWMasterbrand IncMBC+742,876+$8.2M$0
REDUCEMicrosoft CorpMSFT-14,956-$7.2M-$6.3M
REDUCEElevance Health IncELV-20,584-$7.2M+$7.3M
ADDMillicom Intl Cellular - SDRL6388F110+116,494+$6.5M+$6.8M

Sector Allocation

Technology
12.0%$312.2M
Financials
10.5%$273.7M
Healthcare
9.5%$246.4M
Consumer Staples
7.3%$189.3M
Materials
7.2%$186.2M
Industrials
5.8%$149.9M
Energy
0.4%$11.0M
Real Estate
0.3%$6.6M

Filing History

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1Amazon.com IncAMZN506,735$116.9M5.00%
2CNH Industrial NVN2094410911,917,195$109.9M4.69%
3Alphabet Inc. - Class AGOOG344,933$108.0M4.61%
4Coca-Cola Europacific Partners plcCCEP1,127,175$102.2M4.37%
5Southern Copper CorpSCCO646,882$92.8M3.96%
6Brookfield Asset Manage-CL A11271J1071,962,979$90.2M3.86%
7Elevance Health IncELV246,811$86.5M3.70%
8Microsoft CorpMSFT169,785$82.1M3.51%
9Bank of Nova Scotia0641491071,094,126$80.8M3.45%
10Meta Platforms IncMETA95,985$63.4M2.71%
11Millicom Intl Cellular - SDRL6388F1101,101,022$61.1M2.61%
12Franco-Nevada CorpFNV288,741$59.9M2.56%
13NVIDIA CorpNVDA311,243$58.0M2.48%
14Cemex Sab de CVCXMSF4,970,608$57.1M2.44%
15Canadian Natural Resources1363851011,600,148$54.9M2.35%
16Micron Technology IncMU183,641$52.4M2.24%
17Vipshop Holdings LtdVIPS2,942,551$52.1M2.22%
18Laureate Education IncLAUR1,508,050$50.8M2.17%
19Thermo Fisher Scientific IncTMO85,546$49.6M2.12%
20Markel CorpMKL22,986$49.4M2.11%